INVESCO EXCHANGE TRADED FD T (PFM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
143
Reporting holders
$417.3M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $100.4M | 1,810,945 | 0.02% | 31q | -1.8%-$1.8M |
| RAYMOND JAMES FINANCIAL INC | $50.5M | 910,245 | 0.01% | 7q | -1.0%-$523.2K |
| MORGAN STANLEY | $34.7M | 625,664 | 0.00% | 33q | -7.3%-$2.7M |
| Modern Wealth Management, LLC | $25.9M | 466,295 | 0.31% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $15.0M | 271,219 | 0.00% | 31q | +1.2%+$171.7K |
| JONES FINANCIAL COMPANIES LLLP | $12.8M | 231,529 | 0.01% | 10q | +11.0%+$1.3M |
| WELLS FARGO & COMPANY/MN | $12.5M | 225,099 | 0.00% | 31q | -48.2%-$11.6M |
| Clearstead Advisors, LLC | $12.0M | 216,816 | 0.11% | 9q | -5.3%-$666.8K |
| ROYAL BANK OF CANADA | $10.7M | 193,562 | 0.00% | 31q | +161.7%+$6.6M |
| Wealthspire Retirement, LLC | $6.3M | 113,785 | 0.35% | 18q | HELD |
| Focus Financial Network, Inc. | $6.3M | 113,600 | 0.19% | 17q | HELD |
| Rockefeller Capital Management L.P. | $5.5M | 99,575 | 0.01% | 13q | -0.7%-$37.5K |
| CITIZENS FINANCIAL GROUP INC/RI | $5.3M | 95,589 | 0.06% | 30q | HELD |
| Baird Financial Group, Inc. | $4.8M | 85,974 | 0.01% | 31q | -0.8%-$40.6K |
| Cetera Investment Advisers | $4.7M | 85,292 | 0.00% | 10q | -6.6%-$335.8K |
| CHOREO, LLC | $4.5M | 81,858 | 0.05% | 14q | -12.7%-$657.7K |
| CreativeOne Wealth, LLC | $4.3M | 77,461 | 0.09% | 25q | HELD |
| TD Waterhouse Canada Inc. | $4.3M | 77,041 | 0.01% | 19q | -7.6%-$349.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 75,672 | 0.01% | 31q | -3.4%-$146.4K |
| UBS Group AG | $4.2M | 75,525 | 0.00% | 9q | -6.8%-$306.1K |
| Everstar Asset Management, LLC | $4.2M | 75,326 | 2.02% | 8q | +7.1%+$275.7K |
| Equitable Holdings, Inc. | $4.2M | 75,264 | 0.02% | 25q | -6.8%-$303.2K |
| OSAIC HOLDINGS, INC. | $3.5M | 63,337 | 0.00% | 26q | +8.5%+$274.0K |
| HighTower Advisors, LLC | $3.1M | 56,783 | 0.00% | 24q | +0.7%+$20.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.8M | 50,861 | 0.11% | 4q | +3.9%+$105.8K |
| Private Advisor Group, LLC | $2.8M | 50,542 | 0.01% | 22q | +11.6%+$290.7K |
| JPMORGAN CHASE & CO | $2.8M | 50,537 | 0.00% | 17q | +7.4%+$193.5K |
| CPC Advisors, LLC | $2.8M | 49,813 | 0.37% | new | NEW |
| NESTEGG ADVISORS, INC. | $2.7M | 49,277 | 1.93% | 7q | -0.6%-$16.5K |
| Flaharty Asset Management, LLC | $2.6M | 47,080 | 3.77% | 20q | -90.6%-$25.3M |
| Steward Partners Investment Advisory, LLC | $2.6M | 46,970 | 0.01% | 27q | +3.0%+$76.1K |
| Waverly Advisors, LLC | $2.5M | 45,523 | 0.01% | 10q | -2.6%-$67.0K |
| Atlas Private Wealth Advisors | $2.3M | 41,162 | 0.50% | 22q | -4.0%-$95.7K |
| Institute for Wealth Management, LLC. | $2.2M | 38,929 | 0.19% | 31q | HELD |
| MAI Capital Management | $2.1M | 38,392 | 0.01% | 19q | +2.8%+$57.4K |
| MML INVESTORS SERVICES, LLC | $1.8M | 33,045 | 0.00% | 22q | +31.1%+$434.7K |
| Merit Financial Group, LLC | $1.8M | 32,338 | 0.01% | 6q | +99.6%+$894.9K |
| J.W. COLE ADVISORS, INC. | $1.8M | 32,289 | 0.03% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 26,723 | 0.00% | 18q | +179.0%+$950.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 23,619 | 0.02% | 6q | +4.0%+$50.9K |
| Strategies Wealth Advisors, LLC | $1.3M | 23,508 | 0.12% | 18q | HELD |
| BANK OF MONTREAL /CAN/ | $1.3M | 23,178 | 0.00% | 31q | -3.3%-$44.0K |
| FMR LLC | $1.3M | 22,982 | 0.00% | 30q | +5.5%+$65.9K |
| Composition Wealth, LLC | $1.0M | 18,690 | 0.01% | 7q | -16.8%-$208.8K |
| CFS Investment Advisory Services, LLC | $1.0M | 18,349 | 0.07% | 18q | -1.3%-$13.7K |
| Lido Advisors, LLC | $956.2K | 17,242 | 0.00% | 4q | HELD |
| Truvestments Capital LLC | $912.0K | 16,446 | 0.14% | 6q | -3.5%-$33.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $896.5K | 16,167 | 0.03% | 19q | +5.9%+$50.0K |
| UMB Bank, n.a. | $887.3K | 16,000 | 0.01% | 3q | HELD |
| CAPE ANN SAVINGS BANK | $846.6K | 15,266 | 0.40% | 3q | HELD |
| Bank of New York Mellon Corp | $844.6K | 15,230 | 0.00% | 31q | -21.4%-$229.9K |
| DEUTSCHE BANK AG\ | $831.1K | 14,988 | 0.00% | 33q | +16.1%+$114.9K |
| EP Wealth Advisors, LLC | $822.5K | 14,832 | 0.00% | 21q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $815.7K | 14,709 | 0.00% | 2q | -78.3%-$2.9M |
| Koshinski Asset Management, Inc. | $785.8K | 14,170 | 0.04% | 27q | HELD |
| Bond & Devick Financial Network, Inc. | $752.0K | 13,561 | 0.19% | 22q | HELD |
| EASTERN BANK | $697.0K | 12,569 | 0.01% | 3q | +128.4%+$391.9K |
| GreatBanc Trust CO | $673.8K | 12,150 | 0.42% | 4q | HELD |
| BROWN ADVISORY INC | $673.7K | 12,149 | 0.00% | 18q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $667.8K | 12,042 | 0.00% | 23q | HELD |
| Advisory Services Network, LLC | $666.2K | 12,014 | 0.01% | 30q | -2.5%-$17.0K |
| GOLDMAN SACHS GROUP INC | $647.9K | 11,684 | 0.00% | 2q | -34.7%-$345.0K |
| STIFEL FINANCIAL CORP | $626.1K | 11,292 | 0.00% | 15q | -3.8%-$24.5K |
| Kestra Advisory Services, LLC | $622.2K | 11,220 | 0.00% | 24q | +14.7%+$79.7K |
| Florida Trust Wealth Management Co | $585.0K | 10,550 | 0.01% | 8q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $571.5K | 10,305 | 0.00% | 31q | HELD |
| Creative Planning | $570.9K | 10,295 | 0.00% | 31q | -4.3%-$25.5K |
| Allspring Global Investments Holdings, LLC | $548.9K | 9,850 | 0.00% | 3q | +75.9%+$236.9K |
| Stratos Wealth Partners, LTD. | $535.0K | 9,646 | 0.01% | 23q | HELD |
| CITADEL ADVISORS LLC | $512.6K | 9,243 | 0.00% | 3q | +6.2%+$29.8K |
| Aptus Capital Advisors, LLC | $501.3K | 9,040 | 0.00% | 22q | HELD |
| WBH ADVISORY INC | $499.5K | 9,007 | 0.03% | 29q | -1.5%-$7.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $408.8K | 7,372 | 0.00% | 26q | -11.9%-$55.5K |
| SUMMIT WEALTH GROUP LLC / CO | $394.8K | 7,119 | 0.03% | 2q | HELD |
| CARRET ASSET MANAGEMENT, LLC | $360.5K | 6,500 | 0.03% | 15q | +8.3%+$27.7K |
| PMG Wealth Management, Inc. | $359.6K | 6,485 | 0.22% | 7q | HELD |
| GTS SECURITIES LLC | $357.4K | 6,445 | 0.01% | new | NEW |
| IBEX WEALTH ADVISORS | $356.5K | 6,428 | 0.03% | 2q | -24.2%-$113.7K |
| FIRST MANHATTAN CO. LLC. | $354.9K | 6,400 | 0.00% | 31q | HELD |
| Sovran Advisors, LLC | $342.0K | 6,003 | 0.03% | 5q | +5.1%+$16.6K |
| Caldwell Trust Co | $340.9K | 6,148 | 0.03% | 27q | HELD |
| Accurate Wealth Management, LLC | $331.1K | 5,913 | 0.03% | new | NEW |
| Rodgers & Associates, LTD | $326.8K | 5,894 | 0.03% | 23q | HELD |
| PRIVATE TRUST CO NA | $325.3K | 5,866 | 0.03% | 17q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $322.2K | 5,811 | 0.00% | 26q | -9.0%-$32.1K |
| Sixth Street Partners Management Company, L.P. | $322.2K | 5,811 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $322.2K | 5,811 | 0.00% | 4q | HELD |
| Gotham Asset Management, LLC | $313.3K | 5,649 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $307.9K | 5,553 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $292.2K | 5,269 | 0.00% | 2q | +16.2%+$40.8K |
| Financial Guidance Group, Inc. | $283.9K | 5,120 | 0.11% | 11q | HELD |
| Connecticut Wealth Management, LLC | $277.3K | 5,000 | 0.01% | 6q | HELD |
| New Insight Wealth Advisors | $274.1K | 4,942 | 0.08% | new | NEW |
| IHT Wealth Management, LLC | $259.6K | 4,681 | 0.01% | 7q | -9.5%-$27.1K |
| Revisor Wealth Management LLC | $258.6K | 4,664 | 0.06% | 6q | HELD |
| Briaud Financial Planning Inc | $253.6K | 4,574 | 0.07% | 5q | HELD |
| Modera Wealth Management, LLC | $241.5K | 4,355 | 0.00% | 7q | HELD |
| Goodwin Investment Advisory | $236.0K | 4,255 | 0.48% | new | NEW |
| HB Wealth Management, LLC | $234.8K | 4,235 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $232.6K | 4,154 | 0.00% | 12q | -3.4%-$8.2K |
Showing the largest 100 of 147 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 143 | $417.3M | 7,525,027 | 17 | 26 | 35 | 0.0% |
| Q1 2026 | 132 | $395.8M | 7,749,173 | 15 | 30 | 34 | 0.0% |
| Q4 2025 | 125 | $407.9M | 7,919,243 | 15 | 24 | 34 | 0.0% |
| Q3 2025 | 116 | $384.6M | 7,580,297 | 5 | 32 | 26 | 0.0% |
| Q2 2025 | 119 | $378.0M | 7,847,323 | 7 | 28 | 39 | 0.0% |
| Q1 2025 | 124 | $366.7M | 8,010,497 | 11 | 36 | 35 | 0.0% |
| Q4 2024 | 125 | $378.1M | 8,239,349 | 16 | 23 | 36 | 0.0% |
| Q3 2024 | 117 | $395.9M | 8,507,206 | 14 | 30 | 22 | 0.0% |
| Q2 2024 | 109 | $334.6M | 7,836,703 | 8 | 32 | 19 | 0.0% |
| Q1 2024 | 114 | $393.5M | 9,245,022 | 8 | 26 | 32 | 0.0% |
| Q4 2023 | 112 | $360.5M | 9,033,756 | 5 | 30 | 22 | 0.0% |
| Q3 2023 | 112 | $324.0M | 8,866,386 | 9 | 27 | 27 | 0.0% |
| Q2 2023 | 109 | $375.5M | 9,819,734 | 10 | 24 | 37 | 0.0% |
| Q1 2023 | 111 | $353.3M | 9,652,783 | 11 | 24 | 24 | 0.0% |
| Q4 2022 | 97 | $382.5M | 10,542,277 | 12 | 22 | 21 | 0.0% |
| Q3 2022 | 113 | $368.1M | 11,378,161 | 6 | 43 | 18 | 0.0% |
| Q2 2022 | 121 | $391.6M | 11,340,173 | 9 | 35 | 29 | 0.0% |
| Q1 2022 | 120 | $415.0M | 10,805,119 | 16 | 34 | 27 | 0.0% |
| Q4 2021 | 115 | $423.6M | 10,661,132 | 8 | 32 | 32 | 0.0% |
| Q3 2021 | 105 | $343.4M | 9,545,116 | 8 | 33 | 22 | 0.0% |
| Q2 2021 | 104 | $355.6M | 9,800,747 | 6 | 31 | 25 | 0.0% |
| Q1 2021 | 107 | $296.2M | 8,559,701 | 20 | 24 | 31 | 0.0% |
| Q4 2020 | 95 | $258.8M | 7,866,280 | 12 | 27 | 17 | 0.0% |
| Q3 2020 | 85 | $190.8M | 6,296,770 | 11 | 23 | 21 | 0.0% |
| Q2 2020 | 81 | $134.2M | 4,751,488 | 20 | 18 | 15 | 0.0% |
| Q1 2020 | 68 | $103.3M | 4,192,917 | 11 | 12 | 21 | 0.0% |
| Q4 2019 | 77 | $107.6M | 3,497,808 | 7 | 20 | 15 | 0.0% |
| Q3 2019 | 69 | $98.3M | 3,321,950 | 8 | 20 | 9 | 0.0% |
| Q2 2019 | 67 | $93.6M | 3,256,962 | 4 | 15 | 18 | 0.0% |
| Q1 2019 | 70 | $93.3M | 3,369,688 | 14 | 10 | 17 | 0.0% |
| Q4 2018 | 69 | $112.9M | 4,569,138 | 2 | 2 | 1 | 0.0% |