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Disclosery

PFM INVESCO EXCHANGE TRADED FD T

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DIVID ACHIEVEV (fund)

121 managers (121 13F filers) reported a position in PFM shares at 2025-09-30, 7,691,690 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
121
13F filers
121
New
5
Added
39
Reduced
39
Sold out
7
Shares held by filers
7,691,690

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,826,065$92.7M0.03%-141,15213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC844,797$42.9M0.01%-1,48213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY724,464$36.8M<0.01%+2,90413F-HR/ATimelineGroup
Flaharty Asset Management, LLC500,099$25.4M3.22%+7,47513F-HRTimeline
Clearstead Advisors, LLC417,054$21.2M0.31%-9,21213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/275,362$14M<0.01%+1,80913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN210,420$10.7M<0.01%+7,32413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP148,265$7.48M0.01%+8,41013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…115,160$5.84M0.08%-4,21713F-HRTimelineGroup
Wealthspire Retirement, LLC114,717$5.82M0.37%-9113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA113,691$5.77M<0.01%-8,02113F-HRTimelineGroup
Focus Financial Network, Inc.113,216$5.74M0.2%-16213F-HRTimeline
CHOREO, LLC105,389$5.35M0.07%-2113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,596$5.16M0.01%-3,73813F-HRTimelineGroup
TD Waterhouse Canada Inc.94,704$4.83M0.03%-38313F-HRTimeline
Cetera Investment Advisers93,158$4.73M0.01%+39,31713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,529$4.34M0.01%+59113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC83,134$4.22M0.01%-2,56413F-HRTimeline
UBS Group AGin group UBS Group AG75,646$3.84M<0.01%-19,93113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC73,025$3.71M0.09%+3,66213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC72,002$3.65M0.01%+5,94013F-HRTimeline
Mariner, LLCin group Mariner, LLC67,049$3.4M<0.01%-84013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,288$3.06M0.02%+7,17813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,433$2.97M<0.01%+4,89213F-HRTimelineGroup
Everstar Asset Management, LLC56,933$2.89M1.64%+3,96413F-HRTimeline
Cambridge Investment Research Advisors,…55,715$2.83M0.01%+1,08013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…53,626$2.72M0.85%-66713F-HRTimeline
NESTEGG ADVISORS, INC.49,507$2.51M2.23%-1,81813F-HRTimeline
Waverly Advisors, LLC49,091$2.49M0.02%+94513F-HRTimeline
Atlas Private Wealth Advisors47,556$2.41M0.59%-50,35513F-HRTimeline
Private Advisor Group, LLC46,387$2.35M0.01%-98613F-HRTimeline
Steward Partners Investment Advisory, L…45,865$2.33M0.01%+46313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,366$2.3M0.14%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,021$2.18M<0.01%+16,44113F-HRTimelineGroup
Institute for Wealth Management, LLC.39,964$2.03M0.21%-6613F-HRTimeline
Merit Financial Group, LLC39,414$2M0.02%+3,63613F-HR/ATimeline
MAI Capital Management38,183$1.94M0.01%-12613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,512$1.9M<0.01%-2,15313F-HR/ATimelineGroup
HighTower Advisors, LLC36,433$1.85M<0.01%+13213F-HRTimeline
J.W. COLE ADVISORS, INC.34,057$1.73M0.03%-28913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,530$1.45M<0.01%-1,77613F-HRTimelineGroup
Strategies Wealth Advisors, LLC23,467$1.19M0.12%+1313F-HRTimeline
Composition Wealth, LLC22,911$1.16M0.02%-15513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,195$1.13M0.03%+2,48913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,952$1.11M<0.01%+65213F-HRTimelineGroup
CFS Investment Advisory Services, LLC19,539$1M0.07%-86413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,588$994K0.04%+1,83313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,333$930K<0.01%-85813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC16,783$852K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC16,751$850K0.15%-1413F-HRTimeline
FMR LLCin group FMR LLC16,604$843K<0.01%+49813F-HRTimelineGroup
Koshinski Asset Management, Inc.14,170$719K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,883$704K<0.01%+1,80013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,731$697K<0.01%+4,29013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.13,561$688K0.21%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,915$655K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC12,328$626K0.01%-4513F-HRTimeline
GreatBanc Trust CO12,150$617K0.42%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,100$563K<0.01%+1,30713F-HRTimelineGroup
Florida Trust Wealth Management Co10,850$551K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,147$518K<0.01%013F-HRTimeline
WBH ADVISORY INC10,093$512K0.04%-36813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,917$503K<0.01%-50013F-HRTimeline
Creative Planningin group Creative Planning9,820$498K<0.01%+41613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,278$471K0.01%-2,61013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,048$459K<0.01%+3,59413F-HRTimelineGroup
Aptus Capital Advisors, LLC9,040$459K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,838$448K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,525$433K0.01%new13F-HRTimelineGroup
IBEX WEALTH ADVISORS8,439$428K0.04%-2213F-HRTimeline
Janney Montgomery Scott LLC8,150$414K<0.01%+213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,101$411K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,763$343K<0.01%+11713F-HRTimelineGroup
PMG Wealth Management, Inc.6,485$329K0.25%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$325K<0.01%013F-HRTimeline
Caldwell Trust Co6,148$312K0.03%013F-HRTimeline
IHT Wealth Management, LLC6,049$307K0.01%-2,70513F-HRTimeline
PRIVATE TRUST CO NA6,019$305K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,000$304K0.03%013F-HRTimeline
Rodgers & Associates, LTD5,894$299K0.03%013F-HRTimeline
NewEdge Advisors, LLC5,820$295K<0.01%-55913F-HRTimeline
Sanctuary Advisors, LLC5,785$294K<0.01%new13F-HR/ATimeline
Sovran Advisors, LLC5,245$267K0.02%+49613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,186$263K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.5,120$260K0.12%013F-HRTimeline
Northwest Financial Advisors5,090$258K0.33%-38113F-HRTimeline
XML Financial, LLC5,070$257K0.02%+1413F-HRTimeline
Connecticut Wealth Management, LLC5,000$254K0.01%013F-HRTimeline
Revisor Wealth Management LLC4,664$237K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC4,624$235K<0.01%-2213F-HRTimeline
Briaud Financial Planning Inc4,574$232K0.08%+68413F-HRTimeline
Modera Wealth Management, LLC4,495$228K<0.01%013F-HRTimeline
Haverford Trust Co4,170$212K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,786$192K<0.01%-20513F-HRTimeline
Allworth Financial LP3,184$162K<0.01%+57913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,977$151K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,871$146K<0.01%-4,45613F-HRTimelineGroup
Nova Wealth Management, Inc.2,258$115K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…1,950$98.9K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,650$83.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,571$79.7K0.02%+5113F-HRTimeline
Geneos Wealth Management Inc.1,425$72.3K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,380$70K0.02%013F-HRTimeline
American Capital Advisory, LLC1,358$68.9K0.03%013F-HRTimeline
TSFG, LLC1,217$62K0.01%+413F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$59.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,054$53.5K0.01%013F-HRTimeline
Tidemark, LLC841$42.7K0.01%+3313F-HRTimeline
CWM, LLCin group CWM, LLC689$35K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management681$34.6K<0.01%+213F-HRTimelineGroup
WEBSTER BANK, N. A.570$28.9K<0.01%013F-HRTimeline
COMERICA BANK547$27.8K<0.01%013F-HRTimeline
LGT Financial Advisors LLC500$25.4K0.05%013F-HRTimeline
Global Retirement Partners, LLC404$20.5K<0.01%-11213F-HRTimeline
Parallel Advisors, LLC373$19K<0.01%013F-HRTimeline
BFSG, LLC293$14.9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…281$14.3K<0.01%+10213F-HRTimelineGroup
Glen Eagle Advisors, LLC270$13.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC111$5.63K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC25$1.27K<0.01%-513F-HRTimeline
Wagner Wealth Management, LLC18$913<0.01%013F-HRTimeline