PFMINVESCO EXCHANGE TRADED FD T
CUSIP 46137V506 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PFM) has 135 institutional holders in Filings Flow’s 13F database, together reporting 7.60M shares worth $388M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Raymond James Financial Inc, and Morgan Stanley.
Institutional Holders
135
Q1 2026
Reported Value
$388M
Ticker
PFM
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.03% | $94M | 1.84M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $47M | 919.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $34M | 674.6K | Q1 2026 |
| Flaharty Asset Management, LLC$70M AUM | 3.17% | $26M | 500.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 268.1K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.11% | $12M | 228.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 217.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $10M | 208.5K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 0.79% | $8M | 152.4K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.35% | $6M | 113.6K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.21% | $6M | 113.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 100.3K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.07% | $5M | 95.9K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.06% | $5M | 93.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $5M | 91.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 86.7K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $4M | 83.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 80.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 81.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 78.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 77.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 74.0K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 1.91% | $4M | 70.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 70.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 67.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 58.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 56.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $3M | 55.1K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.08% | $3M | 53.9K | Q1 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC$2M AUM | 0.81% | $3M | 53.2K | Q4 2025OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 2.22% | $3M | 49.6K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.12% | $3M | 49.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 46.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 47.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 45.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 45.3K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.52% | $2M | 42.9K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.21% | $2M | 38.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 37.4K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 32.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 32.7K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 25.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 24.0K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.12% | $1M | 23.5K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 22.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 21.8K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.08% | $1M | 22.9K | Q2 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.07% | $1M | 18.6K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $989,903 | 19.4K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $935,676 | 20.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $914,800 | 17.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $906,056 | 17.6K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $880,863 | 17.2K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.16% | $871,112 | 17.1K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $827,669 | 16.2K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $817,470 | 16.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $779,991 | 15.3K | Q1 2026 |
| CAPE ANN SAVINGS BANK$199M AUM | 0.39% | $776,852 | 15.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $757,795 | 14.8K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.05% | $723,972 | 14.2K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.19% | $692,857 | 13.6K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $659,828 | 12.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $629,490 | 12.3K | Q1 2026 |
| GreatBanc Trust CO$143M AUM | 0.43% | $620,767 | 12.2K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $620,715 | 12.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $613,720 | 12.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $599,478 | 11.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $549,503 | 10.8K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.02% | $539,020 | 10.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $526,502 | 10.3K | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 0.04% | $511,634 | 10.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $499,757 | 9.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $493,190 | 9.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $489,336 | 9.6K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.04% | $468,389 | 9.1K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $461,871 | 9.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $444,755 | 8.7K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.04% | $433,160 | 8.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $427,742 | 8.4K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $414,341 | 8.6K | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $389,000 | 7.6K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $362,448 | 7.1K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.02% | $348,458 | 7.2K | Q2 2025OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.24% | $331,331 | 6.5K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $326,988 | 6.4K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $326,426 | 6.4K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $319,226 | 6.2K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.03% | $314,113 | 6.1K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $308,942 | 5.7K | Q1 2026 |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.03% | $306,551 | 6.0K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.03% | $301,136 | 5.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $299,684 | 5.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $296,471 | 5.8K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $288,618 | 5.6K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $286,688 | 5.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $283,713 | 5.6K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $281,108 | 5.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $269,479 | 5.6K | Q2 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $264,167 | 5.2K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.02% | $261,907 | 5.1K | Q4 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.11% | $261,591 | 5.1K | Q1 2026 |
| Northwest Financial Advisors$52M AUM | 0.33% | $258,279 | 5.1K | Q3 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.01% | $255,460 | 5.0K | Q1 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.07% | $238,293 | 4.7K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $236,033 | 4.9K | Q2 2025OLDER |
| Briaud Financial Planning Inc$381M AUM | 0.06% | $233,694 | 4.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $231,675 | 4.5K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $222,506 | 4.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $220,569 | 4.3K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.00% | $213,053 | 4.2K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $203,222 | 4.0K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.05% | $201,569 | 4.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $193,881 | 3.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $163,083 | 3.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $151,060 | 3.0K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $146,685 | 2.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $132,374 | 2.6K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $128,752 | 2.5K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $124,184 | 2.4K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.08% | $115,366 | 2.3K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $99,629 | 1.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $98,288 | 1.9K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $84,301 | 1.6K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $80,266 | 1.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $73,061 | 1.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $72,803 | 1.4K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.03% | $69,383 | 1.4K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.01% | $63,000 | 1.2K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $60,033 | 1.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $57,099 | 1.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $56,763 | 1.1K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $53,801 | 1.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $39,581 | 774 | Q1 2026 |
| Advanced Asset Management Advisors Inc$362M AUM | 0.01% | $35,253 | 690 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $35,202 | 689 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $35,034 | 686 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $30,785 | 598 | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $29,122 | 570 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $28,173 | 547 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $27,947 | 547 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $27,585 | 540 | Q1 2026 |
| LGT Financial Advisors LLC$20M AUM | 0.13% | $25,546 | 500 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $20,808 | 404 | Q4 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $16,956 | 352 | Q2 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $15,300 | 299 | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $14,970 | 293 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $13,700 | 270 | Q3 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $11,496 | 225 | Q1 2026 |
| Capital Investment Counsel, Inc$816M AUM | 0.00% | $10,301 | 200 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,126 | 198 | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $9,827 | 204 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $8,839 | 173 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $5,211 | 102 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,277 | 25 | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $920 | 18 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $102 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.