Who owns Invesco Dividend Achievers ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFM from SEC Form 13F filings across 145 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 145 institutions disclosed 7.5M shares of Invesco Dividend Achievers ETF worth $414.0M — about 54.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
145
13F holders
$414.0M
value, 2026 filers
54.5%
of shares outstanding (7.5M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PFM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.8M | $100.4M | 0.0% | 13.1% | -1.8% |
| 2 | RAYMOND JAMES FINANCIAL INC | 910,245 | $50.5M | 0.0% | 6.6% | -1.0% |
| 3 | MORGAN STANLEY | 625,664 | $34.7M | 0.0% | 4.5% | -7.3% |
| 4 | Modern Wealth Management, LLCNEW | 466,295 | $25.9M | 0.3% | 3.4% | new |
| 5 | BANK OF AMERICA CORP /DE/ | 271,219 | $15.0M | 0.0% | 2% | +1.2% |
| 6 | JONES FINANCIAL COMPANIES LLLP | 231,529 | $12.8M | 0.0% | 1.7% | +11.0% |
| 7 | WELLS FARGO & COMPANY/MN | 225,099 | $12.5M | 0.0% | 1.6% | +3.7% |
| 8 | Clearstead Advisors, LLC | 216,816 | $12.0M | 0.1% | 1.6% | -5.3% |
| 9 | ROYAL BANK OF CANADA | 193,562 | $10.7M | 0.0% | 1.4% | +161.7% |
| 10 | Wealthspire Retirement, LLC | 113,785 | $6.3M | 0.3% | 0.8% | +0.1% |
| 11 | Focus Financial Network, Inc. | 113,600 | $6.3M | 0.2% | 0.8% | +0.3% |
| 12 | Rockefeller Capital Management L.P. | 99,575 | $5.5M | 0.0% | 0.7% | -0.7% |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | 95,589 | $5.3M | 0.1% | 0.7% | -0.3% |
| 14 | Baird Financial Group, Inc. | 85,974 | $4.8M | 0.0% | 0.6% | -0.8% |
| 15 | Cetera Investment Advisers | 85,292 | $4.7M | 0.0% | 0.6% | -6.6% |
| 16 | CHOREO, LLC | 81,858 | $4.5M | 0.0% | 0.6% | -12.7% |
| 17 | CreativeOne Wealth, LLC | 77,461 | $4.3M | 0.1% | 0.6% | -0.4% |
| 18 | TD Waterhouse Canada Inc. | 77,041 | $4.3M | 0.0% | 0.6% | -7.6% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 75,672 | $4.2M | 0.0% | 0.5% | -3.4% |
| 20 | UBS Group AG | 75,525 | $4.2M | 0.0% | 0.5% | -6.8% |
| 21 | Everstar Asset Management, LLC | 75,326 | $4.2M | 2.0% | 0.5% | +7.1% |
| 22 | Equitable Holdings, Inc. | 75,264 | $4.2M | 0.0% | 0.5% | -6.8% |
| 23 | OSAIC HOLDINGS, INC. | 63,337 | $3.5M | 0.0% | 0.5% | +8.5% |
| 24 | HighTower Advisors, LLC | 56,783 | $3.1M | 0.0% | 0.4% | +0.7% |
| 25 | Cambridge Investment Research Advisors, Inc. | 55,423 | $3,073 | 0.0% | 0.4% | +0.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.