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Disclosery

PFM INVESCO EXCHANGE TRADED FD T

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DIVID ACHIEVEV (fund)

135 managers (135 13F filers) reported a position in PFM shares at 2026-03-31, 7,600,032 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
135
13F filers
135
New
14
Added
41
Reduced
41
Sold out
7
Shares held by filers
7,600,032

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,843,400$94.2M0.03%+33,10813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC919,679$47M0.01%+53,10513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY674,607$34.5M<0.01%-69,94113F-HRTimelineGroup
Flaharty Asset Management, LLC500,017$25.5M3.17%-1,50713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/268,123$13.7M<0.01%-9,65613F-HRTimelineGroup
Clearstead Advisors, LLC228,840$11.7M0.11%-186,11213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN217,122$11.1M<0.01%+10,76413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP208,529$10.5M0.01%+29,36013F-HRTimelineGroup
Wealthspire Retirement, LLC113,619$5.81M0.35%-1,20713F-HRTimeline
Focus Financial Network, Inc.113,274$5.79M0.21%-20113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…100,252$5.12M0.01%-47313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…95,870$4.9M0.07%+19613F-HRTimelineGroup
CHOREO, LLC93,718$4.79M0.06%-1,35613F-HRTimeline
Cetera Investment Advisers91,348$4.67M<0.01%-2,18813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,707$4.43M0.01%-26713F-HRTimelineGroup
TD Waterhouse Canada Inc.83,354$4.27M0.01%-16,30513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.80,732$4.16M0.03%+12,02513F-HRTimelineGroup
UBS Group AGin group UBS Group AG81,044$4.14M<0.01%+5,63413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC78,312$4M0.01%-4,25013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC77,778$3.97M0.09%+3,29313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,958$3.78M<0.01%+3,11413F-HRTimelineGroup
Everstar Asset Management, LLC70,354$3.6M1.91%+7,42413F-HRTimeline
Mariner, LLCin group Mariner, LLC70,003$3.58M<0.01%+1,04713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,700$3.46M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,397$2.98M<0.01%+1,56913F-HRTimelineGroup
HighTower Advisors, LLC56,415$2.88M<0.01%-37213F-HRTimeline
Cambridge Investment Research Advisors,…55,103$2.81M0.01%-78213F-HRTimeline
SteelPeak Wealth, LLC53,914$2.75M0.09%+44,88813F-HRTimeline
NESTEGG ADVISORS, INC.49,575$2.53M2.22%+7413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC48,953$2.5M0.12%+2,71913F-HRTimeline
Waverly Advisors, LLC46,732$2.39M0.02%+19213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,045$2.36M<0.01%+13,64513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…45,598$2.33M0.01%+24613F-HRTimeline
Private Advisor Group, LLC45,299$2.31M0.01%-81013F-HRTimeline
Atlas Private Wealth Advisors42,887$2.19M0.52%-2,26813F-HRTimeline
Institute for Wealth Management, LLC.38,927$1.99M0.21%-1,03813F-HRTimeline
MAI Capital Management37,357$1.91M0.01%-31813F-HRTimeline
J.W. COLE ADVISORS, INC.32,279$1.65M0.06%-67613F-HRTimeline
MML INVESTORS SERVICES, LLC25,207$1.29M<0.01%-5,69013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,972$1.22M<0.01%+1,31313F-HRTimelineGroup
Strategies Wealth Advisors, LLC23,494$1.2M0.12%+1413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,702$1.16M0.03%+27913F-HR/ATimeline
Composition Wealth, LLC22,456$1.15M0.02%-27813F-HRTimeline
FMR LLCin group FMR LLC21,794$1.11M<0.01%+2,21513F-HRTimelineGroup
CFS Investment Advisory Services, LLC18,594$1M0.07%-84013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,375$990K<0.01%-8,38013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,905$915K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC17,241$881K<0.01%+213F-HRTimelineGroup
Truvestments Capital LLC17,050$871K0.16%+41213F-HRTimeline
Merit Financial Group, LLC16,200$828K0.01%-2,42913F-HRTimeline
UMB Bank, n.a.16,000$817K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLAGSHIP HARBOR ADVISORS, LLC15,266$780K0.03%-1,05613F-HRTimeline
CAPE ANN SAVINGS BANK15,205$777K0.39%013F-HRTimeline
EP Wealth Advisors, LLC14,832$758K<0.01%-16413F-HRTimeline
Koshinski Asset Management, Inc.14,170$724K0.05%013F-HRTimeline
Bond & Devick Financial Network, Inc.13,561$693K0.19%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,915$660K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC12,321$629K0.01%-913F-HRTimeline
GreatBanc Trust CO12,150$621K0.43%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,149$621K<0.01%-1,73413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,012$614K<0.01%+89313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,734$599K<0.01%+7113F-HRTimelineGroup
Creative Planningin group Creative Planning10,755$550K<0.01%+46513F-HRTimelineGroup
Florida Trust Wealth Management Co10,550$539K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,305$527K<0.01%-11213F-HRTimeline
Hilton Capital Management, LLC10,014$512K0.04%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,782$500K<0.01%+98813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,652$493K0.01%-28713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,578$489K<0.01%+3,86713F-HRTimeline
WBH ADVISORY INC9,146$468K0.04%-83213F-HRTimeline
Aptus Capital Advisors, LLC9,040$462K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,705$445K<0.01%+4,37513F-HRTimelineGroup
IBEX WEALTH ADVISORS8,478$433K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,372$428K<0.01%-46613F-HRTimelineGroup
Janney Montgomery Scott LLC7,608$389K<0.01%-41913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,094$362K0.04%new13F-HRTimeline
PMG Wealth Management, Inc.6,485$331K0.24%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$327K<0.01%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,389$326K<0.01%-1,79813F-HRTimelineGroup
Caldwell Trust Co6,148$314K0.03%013F-HRTimeline
Sovran Advisors, LLC5,711$309K0.02%+22213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,000$307K0.03%013F-HRTimeline
Rodgers & Associates, LTD5,894$301K0.03%013F-HRTimeline
PRIVATE TRUST CO NA5,866$300K0.03%-15313F-HRTimeline
Sanctuary Advisors, LLC5,803$296K<0.01%+913F-HRTimeline
Gotham Asset Management, LLC5,649$289K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,600$287K<0.01%+4,00013F-HRTimelineGroup
NewEdge Advisors, LLC5,553$284K<0.01%013F-HR/ATimeline
EASTERN BANK5,502$281K<0.01%+5,06613F-HRTimeline
IHT Wealth Management, LLC5,170$264K0.01%-63913F-HRTimeline
Financial Guidance Group, Inc.5,120$262K0.11%013F-HRTimeline
Connecticut Wealth Management, LLC5,000$255K0.01%013F-HRTimeline
Revisor Wealth Management LLC4,664$238K0.07%013F-HRTimeline
Briaud Financial Planning Inc4,574$234K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC4,534$232K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC4,355$223K<0.01%-14013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,300$221K<0.01%-5,67213F-HRTimeline
Haverford Trust Co4,170$213K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,978$203K<0.01%-193,47413F-HRTimelineGroup
Farther Finance Advisors, LLC3,786$194K<0.01%013F-HRTimeline
Allworth Financial LP3,192$163K<0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,871$147K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,591$132K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,520$129K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,425$124K0.01%+75513F-HRTimeline
Nova Wealth Management, Inc.2,258$115K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…1,950$99.6K0.01%013F-HRTimeline
AlphaCore Capital LLC1,924$98.3K<0.01%+813F-HRTimeline
LANARK FINANCIAL, INC.1,650$84.3K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,571$80.3K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,430$73.1K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,425$72.8K<0.01%013F-HRTimeline
American Capital Advisory, LLC1,358$69.4K0.03%013F-HRTimeline
TSFG, LLC1,226$63K0.01%+513F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$60K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,115$57.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,111$56.8K<0.01%+1,00013F-HRTimelineGroup
Golden State Wealth Management, LLC1,053$53.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.774$39.6K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc690$35.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC689$35.2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management686$35K<0.01%+313F-HRTimelineGroup
WEBSTER BANK, N. A.570$29.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…547$27.9K<0.01%new13F-HRTimelineGroup
Tidemark, LLC540$27.6K0.01%+213F-HRTimeline
LGT Financial Advisors LLC500$25.5K0.13%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC299$15.3K<0.01%13F-HRTimelineGroup
BFSG, LLC293$15K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…225$11.5K<0.01%new13F-HRTimeline
Parallel Advisors, LLC198$10.1K<0.01%-4313F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…173$8.84K<0.01%-10813F-HRTimelineGroup
Main Street Group, LTD102$5.21K<0.01%new13F-HRTimeline
AE Wealth Management LLC25$1.28K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC18$920<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$102<0.01%new13F-HRTimelineGroup