PFM institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding145
Shares held7,613,711
Reported value$422.2m
Quarter flows18 new, 44 added, 38 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,810,945$100.4m0.0%
RAYMOND JAMES FINANCIAL INC910,245$50.5m0.0%
MORGAN STANLEY625,664$34.7m0.0%
Modern Wealth Management, LLC466,295$25.9m0.3%
BANK OF AMERICA CORP /DE/271,219$15.0m0.0%
JONES FINANCIAL COMPANIES LLLP231,529$12.8m0.0%
WELLS FARGO & COMPANY/MN225,099$12.5m0.0%
Clearstead Advisors, LLC216,816$12.0m0.1%
ROYAL BANK OF CANADA193,562$10.7m0.0%
Wealthspire Retirement, LLC113,785$6.3m0.3%
Focus Financial Network, Inc.113,600$6.3m0.2%
Cambridge Investment Research Advisors, Inc.110,846$6.1m0.0%
Rockefeller Capital Management L.P.99,575$5.5m0.0%
CITIZENS FINANCIAL GROUP INC/RI95,589$5.3m0.1%
Baird Financial Group, Inc.85,974$4.8m0.0%
Cetera Investment Advisers85,292$4.7m0.0%
CHOREO, LLC81,858$4.5m0.0%
CreativeOne Wealth, LLC77,461$4.3m0.1%
TD Waterhouse Canada Inc.77,041$4.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC75,672$4.2m0.0%
UBS Group AG75,525$4.2m0.0%
Everstar Asset Management, LLC75,326$4.2m2.0%
Equitable Holdings, Inc.75,264$4.2m0.0%
OSAIC HOLDINGS, INC.63,337$3.5m0.0%
HighTower Advisors, LLC56,783$3.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PFM"). PFM price history · All 13F data

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