Invesco Dividend Achievers EPFMETF
13F holders, Q1 2026 (March 31)135holders +6
14new positions
6sold out
2famous investors
$51.07avg. 13F price*
At the end of Q1 2026, 135 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, up 6 from Q4 2025. 14 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($94.2M), Raymond James Financial Inc. ($47.0M) and Morgan Stanley ($34.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.5M |
| Exits | 6 | $9.4M |
All 13F filers, Q4 2025 → Q1 2026: 375,345 shares bought and 706,557 shares sold, net −331,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| LPL Financial LLC | 0.03% | Add +1.8% | 1,843,400 | $94.2M |
| Raymond James Financial Inc. | 0.01% | Add +6.1% | 919,679 | $47.0M |
| Morgan Stanley | 0.00% | Reduce -9.4% | 674,607 | $34.5M |
| Flaharty Asset Management, LLC | 3.17% | Reduce -0.3% | 500,017 | $25.5M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 268,123 | $13.7M |
| Clearstead Advisors, LLC | 0.11% | Reduce -44.9% | 228,840 | $11.7M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 217,122 | $11.1M |
| Jones Financial Companies LLLP | 0.01% | Add +16.4% | 208,529 | $10.5M |
| Wealthspire Retirement, LLC | 0.35% | Reduce -1.1% | 113,619 | $5.8M |
| Focus Financial Network, Inc. | 0.21% | Reduce -0.2% | 113,274 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.5% | 100,252 | $5.1M |
| Citizens Financial Group Inc. | 0.07% | Add +0.2% | 95,870 | $4.9M |
| Choreo, LLC | 0.06% | Reduce -1.4% | 93,718 | $4.8M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 91,348 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 86,707 | $4.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -16.4% | 83,354 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +17.5% | 80,732 | $4.2M |
| UBS Group AG | 0.00% | Add +7.5% | 81,044 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 78,312 | $4.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +4.4% | 77,778 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 73,958 | $3.8M |
| Everstar Asset Management, LLC | 1.91% | Add +11.8% | 70,354 | $3.6M |
| Mariner, LLC | 0.00% | Add +1.5% | 70,003 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | New | 67,700 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 58,397 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 56,415 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 55,103 | $2.8M |
| SteelPeak Wealth, LLC | 0.09% | Add +497.3% | 53,914 | $2.8M |
| Nestegg Advisors, Inc. | 2.22% | Add +0.1% | 49,575 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +5.9% | 48,953 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Add +0.4% | 46,732 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +40.9% | 47,045 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 45,598 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 45,299 | $2.3M |
| Atlas Private Wealth Advisors | 0.52% | Reduce -5.0% | 42,887 | $2.2M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -2.6% | 38,927 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 37,357 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.0% | 32,279 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -18.4% | 25,207 | $1.3M |
| Bank of Montreal | 0.00% | Add +5.8% | 23,972 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.12% | Add +0.1% | 23,494 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +1.2% | 22,702 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -1.2% | 22,456 | $1.1M |
| FMR LLC | 0.00% | Add +11.3% | 21,794 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -4.3% | 18,594 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.2% | 19,375 | $990K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,905 | $915K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 17,241 | $881K |
| Truvestments Capital LLC | 0.16% | Add +2.5% | 17,050 | $871K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.0% | 16,200 | $828K |
| UMB Bank, n.a. | 0.01% | No change | 16,000 | $817K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -6.5% | 15,266 | $780K |
| Cape Ann Savings Bank | 0.39% | No change | 15,205 | $777K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 14,832 | $758K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 14,170 | $724K |
| Bond & Devick Financial Network, Inc. | 0.19% | No change | 13,561 | $693K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $660K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 12,321 | $629K |
| GreatBanc Trust CO | 0.43% | No change | 12,150 | $621K |
| Brown Advisory Inc. | 0.00% | Reduce -12.5% | 12,149 | $621K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 12,012 | $614K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 11,734 | $599K |
| Creative Planning | 0.00% | Add +4.5% | 10,755 | $550K |
| Florida Trust Wealth Management Co | 0.02% | No change | 10,550 | $539K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 10,305 | $527K |
| Hilton Capital Management, LLC | 0.04% | New | 10,014 | $512K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.2% | 9,782 | $500K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.9% | 9,652 | $493K |
| Mercer Global Advisors Inc. | 0.00% | Add +67.7% | 9,578 | $489K |
| WBH Advisory Inc. | 0.04% | Reduce -8.3% | 9,146 | $468K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $462K |
| Citadel Advisors | 0.00% | Add +101.0% | 8,705 | $445K |
| Ibex Wealth Advisors | 0.04% | New | 8,478 | $433K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.3% | 8,372 | $428K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.2% | 7,608 | $389K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 7,094 | $362K |
| PMG Wealth Management, Inc. | 0.24% | No change | 6,485 | $331K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $327K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -22.0% | 6,389 | $326K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $314K |
| Sovran Advisors, LLC | 0.02% | Add +4.0% | 5,711 | $309K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $307K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $301K |
| Private Trust Co. NA | 0.03% | Reduce -2.5% | 5,866 | $300K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 5,803 | $296K |
| Gotham Asset Management | 0.00% | New | 5,649 | $289K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +250.0% | 5,600 | $287K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,553 | $284K |
| Eastern Bank | 0.00% | Add +1161.9% | 5,502 | $281K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.0% | 5,170 | $264K |
| Financial Guidance Group, Inc. | 0.11% | No change | 5,120 | $262K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,000 | $255K |
| Revisor Wealth Management LLC | 0.07% | No change | 4,664 | $238K |
| Briaud Financial Planning Inc | 0.06% | No change | 4,574 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,534 | $232K |
| Modera Wealth Management, LLC | 0.00% | Reduce -3.1% | 4,355 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -56.9% | 4,300 | $221K |
| Haverford Trust Co | 0.00% | No change | 4,170 | $213K |
| BlackRock, Inc. | 0.00% | Reduce -98.0% | 3,978 | $203K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,786 | $194K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.