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Disclosery

PFM INVESCO EXCHANGE TRADED FD T

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DIVID ACHIEVEV (fund)

129 managers (129 13F filers) reported a position in PFM shares at 2025-12-31, 7,985,065 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
129
13F filers
129
New
15
Added
37
Reduced
38
Sold out
8
Shares held by filers
7,985,065

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,810,292$93.2M0.03%-15,77313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC866,574$44.6M0.01%+21,77713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY744,548$38.3M<0.01%+20,08413F-HR/ATimelineGroup
Flaharty Asset Management, LLC501,524$25.8M3.23%+1,42513F-HRTimeline
Clearstead Advisors, LLC414,952$21.4M0.27%-2,10213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/277,779$14.3M<0.01%+2,41713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN206,358$10.6M<0.01%-4,06213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.197,452$10.2M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP179,169$9.23M0.01%+30,90413F-HRTimelineGroup
CPC Advisors, LLC152,434$7.85M0.79%new13F-HRTimeline
Wealthspire Retirement, LLC114,826$5.91M0.36%+10913F-HRTimeline
Focus Financial Network, Inc.113,475$5.84M0.2%+25913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…100,725$5.19M0.01%-87113F-HR/ATimelineGroup
TD Waterhouse Canada Inc.99,659$5.13M0.03%+4,95513F-HRTimeline
CHOREO, LLC95,074$4.93M0.06%-10,31513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…95,674$4.93M0.07%-19,48613F-HRTimelineGroup
Cetera Investment Advisers93,536$4.82M0.01%+37813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,974$4.48M0.01%+1,44513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC82,562$4.25M0.01%-57213F-HRTimeline
UBS Group AGin group UBS Group AG75,410$3.88M<0.01%-23613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC74,485$3.84M0.09%+1,46013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,844$3.65M<0.01%-42,84713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC68,956$3.55M<0.01%+1,90713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,707$3.54M0.02%+8,41913F-HRTimelineGroup
Everstar Asset Management, LLC62,930$3.24M1.74%+5,99713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,828$2.93M<0.01%-2,60513F-HRTimelineGroup
HighTower Advisors, LLC56,787$2.92M<0.01%+20,35413F-HRTimeline
Cambridge Investment Research Advisors,…55,885$2.88M0.01%+17013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…53,169$2.74M0.81%-45713F-HRTimeline
NESTEGG ADVISORS, INC.49,501$2.55M2.18%-613F-HRTimeline
Waverly Advisors, LLC46,540$2.4M0.02%-2,55113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,234$2.38M0.12%+86813F-HRTimeline
Private Advisor Group, LLC46,109$2.37M0.01%-27813F-HRTimeline
Steward Partners Investment Advisory, L…45,352$2.34M0.01%-51313F-HRTimeline
Atlas Private Wealth Advisors45,155$2.33M0.54%-2,40113F-HRTimeline
Institute for Wealth Management, LLC.39,965$2.06M0.22%+113F-HRTimeline
MAI Capital Management37,675$1.94M0.01%-50813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,400$1.72M<0.01%-4,11213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.32,955$1.68M0.04%-1,10213F-HRTimeline
MML INVESTORS SERVICES, LLC30,897$1.59M<0.01%-41,10513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,755$1.43M<0.01%-77513F-HRTimelineGroup
Strategies Wealth Advisors, LLC23,480$1.21M0.12%+1313F-HRTimeline
Composition Wealth, LLC22,734$1.17M0.02%-17713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,659$1.17M<0.01%+70713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC22,423$1.15M0.03%+22813F-HRTimeline
FMR LLCin group FMR LLC19,579$1.01M<0.01%+2,97513F-HRTimelineGroup
CFS Investment Advisory Services, LLC19,434$1M0.07%-10513F-HRTimeline
Merit Financial Group, LLC18,629$959K0.01%-20,78513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,592$906K<0.01%-74113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC17,239$875K<0.01%+45613F-HRTimelineGroup
Truvestments Capital LLC16,638$857K0.16%-11313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,322$841K0.04%-3,26613F-HRTimeline
UMB Bank, n.a.16,000$824K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPE ANN SAVINGS BANK15,205$783K0.4%new13F-HRTimeline
EP Wealth Advisors, LLC14,996$772K<0.01%13F-HRTimeline
Koshinski Asset Management, Inc.14,170$730K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,883$715K<0.01%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.13,561$698K0.2%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,915$665K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC12,330$635K0.01%+213F-HRTimeline
GreatBanc Trust CO12,150$626K0.44%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,663$601K<0.01%-2,06813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,119$573K<0.01%+1913F-HRTimelineGroup
Florida Trust Wealth Management Co10,550$543K0.02%-30013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,417$537K<0.01%+50013F-HRTimeline
Creative Planningin group Creative Planning10,290$530K<0.01%+47013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,972$523K<0.01%-17513F-HRTimeline
WBH ADVISORY INC9,978$514K0.04%-11513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,939$512K0.01%+66113F-HRTimelineGroup
Aptus Capital Advisors, LLC9,040$466K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC9,026$465K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,838$455K<0.01%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,794$453K<0.01%+2,03113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,187$422K<0.01%+8613F-HRTimelineGroup
Janney Montgomery Scott LLC8,027$413K<0.01%-12313F-HRTimeline
PMG Wealth Management, Inc.6,485$334K0.24%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$330K<0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,198$319K0.02%new13F-HRTimeline
Caldwell Trust Co6,148$317K0.03%013F-HRTimeline
PRIVATE TRUST CO NA6,019$310K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,000$309K0.03%013F-HRTimeline
Rodgers & Associates, LTD5,894$304K0.03%013F-HRTimeline
IHT Wealth Management, LLC5,809$299K0.01%-24013F-HRTimeline
Sanctuary Advisors, LLC5,794$298K<0.01%+913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,711$294K<0.01%+52513F-HRTimeline
Sovran Advisors, LLC5,489$290K0.02%+24413F-HRTimeline
NewEdge Advisors, LLC5,553$286K<0.01%-26713F-HRTimeline
Financial Guidance Group, Inc.5,120$264K0.11%013F-HRTimeline
XML Financial, LLC5,085$262K0.02%+1513F-HRTimeline
Connecticut Wealth Management, LLC5,000$258K0.01%013F-HRTimeline
Revisor Wealth Management LLC4,664$246K0.07%013F-HRTimeline
Briaud Financial Planning Inc4,574$236K0.06%013F-HRTimeline
Modera Wealth Management, LLC4,495$232K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,330$223K<0.01%new13F-HRTimelineGroup
Haverford Trust Co4,170$215K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,786$195K<0.01%013F-HRTimeline
Allworth Financial LP3,188$164K<0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,871$148K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,591$133K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.2,258$116K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…1,950$100K0.01%013F-HRTimeline
AlphaCore Capital LLC1,916$98.7K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,670$86K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,650$85K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,600$83.2K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC1,571$80.9K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,425$73.4K<0.01%013F-HRTimeline
American Capital Advisory, LLC1,358$69.9K0.03%013F-HRTimeline
TSFG, LLC1,221$63K0.01%+413F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$60.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,115$59K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,053$54.2K0.01%-113F-HRTimeline
Advanced Asset Management Advisors Inc690$35.5K0.01%-69013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management683$35.2K<0.01%+213F-HRTimelineGroup
CWM, LLCin group CWM, LLC689$35K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC598$30.8K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.570$29.4K<0.01%013F-HRTimeline
COMERICA BANK547$28.2K<0.01%013F-HRTimeline
Tidemark, LLC538$27.7K0.01%-30313F-HRTimeline
LGT Financial Advisors LLC500$25.8K0.16%013F-HRTimeline
EASTERN BANK436$22.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC404$20.8K<0.01%013F-HRTimeline
BFSG, LLC293$15.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…281$14.5K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC241$12.4K<0.01%-13213F-HRTimeline
Capital Investment Counsel, Inc200$10.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC111$5.72K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC25$1.29K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC18$927<0.01%013F-HRTimeline