Invesco Dividend Achievers EPFMETF
13F holders, Q4 2025 (December 31)129holders +8
15new positions
8sold out
1famous investor
$51.51avg. 13F price*
At the end of Q4 2025, 129 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, up 8 from Q3 2025. 15 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($93.2M), Raymond James Financial Inc. ($44.6M) and Morgan Stanley ($38.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $21.2M |
| Exits | 8 | $4.2M |
All 13F filers, Q3 2025 → Q4 2025: 542,651 shares bought and 264,272 shares sold, net +278,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| LPL Financial LLC | 0.03% | Reduce -0.9% | 1,810,292 | $93.2M |
| Raymond James Financial Inc. | 0.01% | Add +2.6% | 866,574 | $44.6M |
| Morgan Stanley | 0.00% | Add +2.8% | 744,548 | $38.3M |
| Flaharty Asset Management, LLC | 3.23% | Add +0.3% | 501,524 | $25.8M |
| Clearstead Advisors, LLC | 0.27% | Reduce -0.5% | 414,952 | $21.4M |
| Bank of America Corp. | 0.00% | Add +0.9% | 277,779 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 206,358 | $10.6M |
| BlackRock, Inc. | 0.00% | New | 197,452 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +20.8% | 179,169 | $9.2M |
| CPC Advisors, LLC | 0.79% | New | 152,434 | $7.9M |
| Wealthspire Retirement, LLC | 0.36% | Add +0.1% | 114,826 | $5.9M |
| Focus Financial Network, Inc. | 0.20% | Add +0.2% | 113,475 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 100,725 | $5.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +5.2% | 99,659 | $5.1M |
| Choreo, LLC | 0.06% | Reduce -9.8% | 95,074 | $4.9M |
| Citizens Financial Group Inc. | 0.07% | Reduce -16.9% | 95,674 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +0.4% | 93,536 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Add +1.7% | 86,974 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 82,562 | $4.3M |
| UBS Group AG | 0.00% | Reduce -0.3% | 75,410 | $3.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +2.0% | 74,485 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -37.7% | 70,844 | $3.6M |
| Mariner, LLC | 0.00% | Add +2.8% | 68,956 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Add +14.0% | 68,707 | $3.5M |
| Everstar Asset Management, LLC | 1.74% | Add +10.5% | 62,930 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 56,828 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +55.9% | 56,787 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.3% | 55,885 | $2.9M |
| Capital Advisory Group Advisory Services, LLC | 0.81% | Reduce -0.8% | 53,169 | $2.7M |
| Nestegg Advisors, Inc. | 2.18% | Reduce -0.0% | 49,501 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -5.2% | 46,540 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +1.9% | 46,234 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.6% | 46,109 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 45,352 | $2.3M |
| Atlas Private Wealth Advisors | 0.54% | Reduce -5.0% | 45,155 | $2.3M |
| Institute for Wealth Management, LLC. | 0.22% | Add +0.0% | 39,965 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -1.3% | 37,675 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.0% | 33,400 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -3.2% | 32,955 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -57.1% | 30,897 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 27,755 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.12% | Add +0.1% | 23,480 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -0.8% | 22,734 | $1.2M |
| Bank of Montreal | 0.00% | Add +3.2% | 22,659 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +1.0% | 22,423 | $1.2M |
| FMR LLC | 0.00% | Add +17.9% | 19,579 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -0.5% | 19,434 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -52.7% | 18,629 | $959K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 17,592 | $906K |
| Lido Advisors, LLC | 0.00% | Add +2.7% | 17,239 | $875K |
| Truvestments Capital LLC | 0.16% | Reduce -0.7% | 16,638 | $857K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -16.7% | 16,322 | $841K |
| UMB Bank, n.a. | 0.01% | New | 16,000 | $824K |
| Cape Ann Savings Bank | 0.40% | New | 15,205 | $783K |
| EP Wealth Advisors, LLC | 0.00% | — | 14,996 | $772K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 14,170 | $730K |
| Brown Advisory Inc. | 0.00% | No change | 13,883 | $715K |
| Bond & Devick Financial Network, Inc. | 0.20% | No change | 13,561 | $698K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $665K |
| Advisory Services Network, LLC | 0.01% | Add +0.0% | 12,330 | $635K |
| GreatBanc Trust CO | 0.44% | No change | 12,150 | $626K |
| Stifel Financial Corp. | 0.00% | Reduce -15.1% | 11,663 | $601K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 11,119 | $573K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -2.8% | 10,550 | $543K |
| Captrust Financial Advisors | 0.00% | Add +5.0% | 10,417 | $537K |
| Creative Planning | 0.00% | Add +4.8% | 10,290 | $530K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.7% | 9,972 | $523K |
| WBH Advisory Inc. | 0.04% | Reduce -1.1% | 9,978 | $514K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.1% | 9,939 | $512K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $466K |
| SteelPeak Wealth, LLC | 0.02% | New | 9,026 | $465K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,838 | $455K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.0% | 8,794 | $453K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 8,187 | $422K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 8,027 | $413K |
| PMG Wealth Management, Inc. | 0.24% | No change | 6,485 | $334K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $330K |
| Founders Financial Securities LLC | 0.02% | New | 6,198 | $319K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $317K |
| Private Trust Co. NA | 0.03% | No change | 6,019 | $310K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $309K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $304K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.0% | 5,809 | $299K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 5,794 | $298K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.1% | 5,711 | $294K |
| Sovran Advisors, LLC | 0.02% | Add +4.7% | 5,489 | $290K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 5,553 | $286K |
| Financial Guidance Group, Inc. | 0.11% | No change | 5,120 | $264K |
| XML Financial, LLC | 0.02% | Add +0.3% | 5,085 | $262K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,000 | $258K |
| Revisor Wealth Management LLC | 0.07% | No change | 4,664 | $246K |
| Briaud Financial Planning Inc | 0.06% | No change | 4,574 | $236K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,495 | $232K |
| Citadel Advisors | 0.00% | New | 4,330 | $223K |
| Haverford Trust Co | 0.00% | No change | 4,170 | $215K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,786 | $195K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,188 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,871 | $148K |
| National Bank of Canada | 0.00% | New | 2,591 | $133K |
| Nova Wealth Management, Inc. | 0.08% | No change | 2,258 | $116K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.