PFM Institutional Ownership
Invesco Dividend Achievers ETF
1W: -0.8%
1M: -3.1%
3M: -1.3%
YTD: +7.0%
1Y: +8.3%
3Y: +56.5%
5Y: +61.2%
$55.26
+0.33 (+0.60%)
Weekly Expected Move ±1.2%
$54
$55
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — PFM
154
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
419M
Total Invested
19
New Positions
44
Increased
45
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (160 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,810,945 | $100M | -32,455 | -1.8% | 33Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 910,245 | $50M | -9,434 | -1.0% | 7Q | SEC ↗ |
| 3 | MORGAN STANLEY | 625,664 | $35M | -48,943 | -7.3% | 33Q | SEC ↗ |
| 4 | Modern Wealth Management, LLC NEW | 466,295 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 271,219 | $15M | +3,096 | +1.2% | 15Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 231,529 | $13M | +23,000 | +11.0% | 10Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 225,099 | $12M | +7,977 | +3.7% | 33Q | SEC ↗ |
| 8 | Clearstead Advisors, LLC | 216,816 | $12M | -12,024 | -5.3% | 9Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 193,562 | $11M | +119,604 | +161.7% | 33Q | SEC ↗ |
| 10 | Wealthspire Retirement, LLC | 113,785 | $6M | +166 | +0.1% | 18Q | SEC ↗ |
| 11 | Focus Financial Network, Inc. | 113,600 | $6M | +326 | +0.3% | 10Q | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 99,575 | $6M | -677 | -0.7% | 13Q | SEC ↗ |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | 95,589 | $5M | -281 | -0.3% | 25Q | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 85,974 | $5M | -733 | -0.8% | 31Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 85,292 | $5M | -6,056 | -6.6% | 10Q | SEC ↗ |
| 16 | CHOREO, LLC | 81,858 | $5M | -11,860 | -12.7% | 14Q | SEC ↗ |
| 17 | CreativeOne Wealth, LLC | 77,461 | $4M | -317 | -0.4% | 25Q | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 77,041 | $4M | -6,313 | -7.6% | 19Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 75,672 | $4M | -2,640 | -3.4% | 33Q | SEC ↗ |
| 20 | UBS Group AG | 75,525 | $4M | -5,519 | -6.8% | 9Q | SEC ↗ |
| 21 | Everstar Asset Management, LLC | 75,326 | $4M | +4,972 | +7.1% | 8Q | SEC ↗ |
| 22 | Equitable Holdings, Inc. | 75,264 | $4M | -5,468 | -6.8% | 25Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 63,337 | $4M | +4,940 | +8.5% | 26Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 56,783 | $3M | +368 | +0.7% | 24Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 55,423 | $3M | +320 | +0.6% | 31Q | SEC ↗ |
| 26 | KINGSWOOD WEALTH ADVISORS, LLC | 50,861 | $3M | +1,908 | +3.9% | 4Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 50,542 | $3M | +5,243 | +11.6% | 22Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 50,537 | $3M | +3,492 | +7.4% | 17Q | SEC ↗ |
| 29 | CPC Advisors, LLC NEW | 49,813 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | NESTEGG ADVISORS, INC. | 49,277 | $3M | -298 | -0.6% | 7Q | SEC ↗ |
| 31 | Flaharty Asset Management, LLC | 47,080 | $3M | -452,937 | -90.6% | 20Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 46,970 | $3M | +1,372 | +3.0% | 27Q | SEC ↗ |
| 33 | Waverly Advisors, LLC | 45,523 | $3M | -1,209 | -2.6% | 10Q | SEC ↗ |
| 34 | Atlas Private Wealth Advisors | 41,162 | $2M | -1,725 | -4.0% | 22Q | SEC ↗ |
| 35 | Institute for Wealth Management, LLC. | 38,929 | $2M | +2 | +0.0% | 31Q | SEC ↗ |
| 36 | MAI Capital Management | 38,392 | $2M | +1,035 | +2.8% | 7Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC | 33,045 | $2M | +7,838 | +31.1% | 22Q | SEC ↗ |
| 38 | J.W. COLE ADVISORS, INC. | 32,289 | $2M | +10 | +0.0% | 10Q | SEC ↗ |
| 39 | INDEPENDENT FINANCIAL GROUP, LLC | 23,619 | $1M | +917 | +4.0% | 13Q | SEC ↗ |
| 40 | Strategies Wealth Advisors, LLC | 23,508 | $1M | +14 | +0.1% | 15Q | SEC ↗ |
| 41 | BANK OF MONTREAL /CAN | 23,178 | $1M | -794 | -3.3% | 33Q | SEC ↗ |
| 42 | FMR LLC | 22,982 | $1M | +1,188 | +5.5% | 30Q | SEC ↗ |
| 43 | Composition Wealth, LLC | 18,690 | $1M | -3,766 | -16.8% | 7Q | SEC ↗ |
| 44 | CFS Investment Advisory Services, LLC | 18,349 | $1M | -245 | -1.3% | 18Q | SEC ↗ |
| 45 | Lido Advisors, LLC | 17,242 | $953K | +1 | +0.0% | 4Q | SEC ↗ |
| 46 | Truvestments Capital LLC | 16,446 | $909K | -604 | -3.5% | 6Q | SEC ↗ |
| 47 | Merit Financial Group, LLC | 16,169 | $894K | -31 | -0.2% | 6Q | SEC ↗ |
| 48 | FLAGSHIP HARBOR ADVISORS, LLC | 16,167 | $893K | +901 | +5.9% | 19Q | SEC ↗ |
| 49 | UMB Bank, n.a. | 16,000 | $884K | — | +0.0% | 3Q | SEC ↗ |
| 50 | CAPE ANN SAVINGS BANK | 15,266 | $844K | +61 | +0.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 466,295 | $26M |
| CPC Advisors, LLC | 49,813 | $3M |
| GTS SECURITIES LLC | 6,445 | $356K |
| Accurate Wealth Management, LLC | 5,913 | $327K |
| Sixth Street Partners Management Co | 5,811 | $321K |
| New Insight Wealth Advisors | 4,942 | $273K |
| Goodwin Investment Advisory | 4,255 | $235K |
| HB Wealth Management, LLC | 4,235 | $234K |
| HRT FINANCIAL LP | 4,144 | $229K |
| Belpointe Asset Management LLC | 3,941 | $218K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,715 | $150K |
| BLAIR WILLIAM & CO/IL | 2,343 | $129K |
| CITY HOLDING CO | 1,044 | $58K |
| CITIGROUP INC | 1,020 | $56K |
| Global Retirement Partners, LLC | 404 | $22K |
| Glen Eagle Advisors, LLC | 270 | $15K |
| Capital Investment Counsel, Inc | 200 | $11K |
| COMPASS FINANCIAL MANAGEMENT LLC | 150 | $8K |
| Blue Trust, Inc. | 38 | $2K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 70,003 | $4M |
| SteelPeak Wealth, LLC | 53,914 | $3M |
| Capital Advisory Group Advisory Ser | 53,169 | $3M |
| AMERIPRISE FINANCIAL INC | 17,592 | $972K |
| Hilton Capital Management, LLC | 10,014 | $553K |
| FOUNDERS FINANCIAL SECURITIES LLC | 6,198 | $343K |
| XML Financial, LLC | 5,085 | $281K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,520 | $139K |
| Western Wealth Management, LLC | 1,509 | $83K |
| Sound Income Strategies, LLC | 1,115 | $62K |
| SageView Advisory Group, LLC | 598 | $33K |
| Main Street Group, LTD | 102 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +119,604 | +161.7% | 193,562 |
| JONES FINANCIAL COMPANIES LLLP | +23,000 | +11.0% | 231,529 |
| WELLS FARGO & COMPANY/MN | +7,977 | +3.7% | 225,099 |
| MML INVESTORS SERVICES, LLC | +7,838 | +31.1% | 33,045 |
| EASTERN BANK | +7,067 | +128.4% | 12,569 |
| MERCER GLOBAL ADVISORS INC /ADV | +5,577 | +58.2% | 15,155 |
| Private Advisor Group, LLC | +5,243 | +11.6% | 50,542 |
| Everstar Asset Management, LLC | +4,972 | +7.1% | 75,326 |
| OSAIC HOLDINGS, INC. | +4,940 | +8.5% | 63,337 |
| Allspring Global Investments Holdin | +4,250 | +75.9% | 9,850 |
| JPMORGAN CHASE & CO | +3,492 | +7.4% | 50,537 |
| BANK OF AMERICA CORP /DE | +3,096 | +1.2% | 271,219 |
| Tower Research Capital LLC (TRC) | +2,639 | +131950.0% | 2,641 |
| DEUTSCHE BANK AG | +2,073 | +16.1% | 14,988 |
| KINGSWOOD WEALTH ADVISORS, LLC | +1,908 | +3.9% | 50,861 |
| Kestra Advisory Services, LLC | +1,438 | +14.7% | 11,220 |
| Steward Partners Investment Advisor | +1,372 | +3.0% | 46,970 |
| FMR LLC | +1,188 | +5.5% | 22,982 |
| MAI Capital Management | +1,035 | +2.8% | 38,392 |
| INDEPENDENT FINANCIAL GROUP, LLC | +917 | +4.0% | 23,619 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Flaharty Asset Management, LLC | -452,937 | -90.6% | 47,080 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -52,991 | -78.3% | 14,709 |
| MORGAN STANLEY | -48,943 | -7.3% | 625,664 |
| LPL Financial LLC | -32,455 | -1.8% | 1,810,945 |
| Clearstead Advisors, LLC | -12,024 | -5.3% | 216,816 |
| CHOREO, LLC | -11,860 | -12.7% | 81,858 |
| RAYMOND JAMES FINANCIAL INC | -9,434 | -1.0% | 910,245 |
| TD Waterhouse Canada Inc. | -6,313 | -7.6% | 77,041 |
| GOLDMAN SACHS GROUP INC | -6,221 | -34.7% | 11,684 |
| Cetera Investment Advisers | -6,056 | -6.6% | 85,292 |
| UBS Group AG | -5,519 | -6.8% | 75,525 |
| Equitable Holdings, Inc. | -5,468 | -6.8% | 75,264 |
| Bank of New York Mellon Corp | -4,145 | -21.4% | 15,230 |
| Composition Wealth, LLC | -3,766 | -16.8% | 18,690 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,640 | -3.4% | 75,672 |
| IBEX WEALTH ADVISORS | -2,050 | -24.2% | 6,428 |
| Atlas Private Wealth Advisors | -1,725 | -4.0% | 41,162 |
| Waverly Advisors, LLC | -1,209 | -2.6% | 45,523 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,000 | -11.9% | 7,372 |
| BANK OF MONTREAL /CAN | -794 | -3.3% | 23,178 |