Vault-13

INVESCO EXCHANGE TRADED FD T PFM

DIVID ACHIEVEV · ETP · CUSIP 46137V506

145 institutional holders +11 vs Q1 2026
7,613,7117.6m shares reported held*
$422.2mreported value*
16 new 44 added 38 reduced 6 sold out net bought ≈ $891.3k (+16.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.45. Options: 1 managers hold calls ($27.8m notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 115Q4 22: 122Q1 23: 126Q2 23: 123Q3 23: 125Q4 23: 125Q1 24: 126Q2 24: 119Q3 24: 126Q4 24: 133Q1 25: 133Q2 25: 128Q3 25: 120Q4 25: 128Q1 26: 134Q2 26: 145145Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022115
Q4 2022122
Q1 2023126
Q2 2023123
Q3 2023125
Q4 2023125
Q1 2024126
Q2 2024119
Q3 2024126
Q4 2024133
Q1 2025133
Q2 2025128
Q3 2025120
Q4 2025128
Q1 2026134
Q2 2026145

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 57 bought or addedQ3 24: 38 cut or sold outQ4 24: 56 bought or addedQ4 24: 47 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 46 cut or sold outQ2 25: 51 bought or addedQ2 25: 58 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 45 cut or sold outQ4 25: 51 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 55 bought or addedQ1 26: 48 cut or sold outQ2 26: 60 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245738
Q4 20245647
Q1 20256546
Q2 20255158
Q3 20254545
Q4 20255146
Q1 20265548
Q2 20266044

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ3 25 calls: $10.0mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $19.2mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $27.8mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$10.0m$00.00
Q4 2025$0$0—
Q1 2026$19.2m$00.00
Q2 2026$27.8m$00.00

Biggest buyers

Modern Wealth Management, LLC New +466,295+466.3k
ROYAL BANK OF CANADA Added +119,604+119.6k
Cambridge Investment Research Advisors, Inc. Added +55,743+55.7k
CPC Advisors, LLC New +49,813+49.8k
JONES FINANCIAL COMPANIES LLLP Added +23,000+23.0k
WELLS FARGO & COMPANY/MN Added +7,977+8.0k
MML INVESTORS SERVICES, LLC Added +7,838+7.8k
EASTERN BANK Added +7,067+7.1k
GTS SECURITIES LLC New +6,445+6.4k
Accurate Wealth Management, LLC New +5,913+5.9k

Biggest sellers

Flaharty Asset Management, LLC Reduced -452,937-452.9k
Mariner, LLC Sold out -70,003-70.0k
SteelPeak Wealth, LLC Sold out -53,914-53.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -52,991-53.0k
MORGAN STANLEY Reduced -48,943-48.9k
LPL Financial LLC Reduced -32,455-32.5k
Clearstead Advisors, LLC Reduced -12,024-12.0k
CHOREO, LLC Reduced -11,860-11.9k
Hilton Capital Management, LLC Sold out -10,014-10.0k
RAYMOND JAMES FINANCIAL INC Reduced -9,434-9.4k

Biggest calls

SIMPLEX TRADING, LLC Added $27.8m136.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,810,9451.8m $100.4m $100.4m 0.02% Reduced -32.5k -32,455
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 910,245910.2k $50.5m $50.5m 0.01% Reduced -9.4k -9,434
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 625,664625.7k $34.7m $34.7m 0.00% Reduced -48.9k -48,943
4 Modern Wealth Management, LLC 0.31% of their portfolio KANSAS CITY, MO 466,295466.3k $25.9m $25.9m 0.31% New
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 271,219271.2k $15.0m $15.0m 0.00% Added +3.1k +3,096
6 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 231,529231.5k $12.8m $12.8m 0.01% Added +23.0k +23,000
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 225,099225.1k $12.5m $12.5m 0.00% Added +8.0k +7,977
8 Clearstead Advisors, LLC 0.11% of their portfolio CLEVELAND, OH 216,816216.8k $12.0m $12.0m 0.11% Reduced -12.0k -12,024
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 193,562193.6k $10.7m $10.7m 0.00% Added +119.6k +119,604
10 Wealthspire Retirement, LLC 0.35% of their portfolio ALISO VIEJO, CA 113,785113.8k $6.3m $6.3m 0.35% Added +166 +166
11 Focus Financial Network, Inc. 0.19% of their portfolio MINNEAPOLIS, MN 113,600113.6k $6.3m $6.3m 0.19% Added +326 +326
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 110,846110.8k $6.1m $6.1m 0.01% Added +55.7k +55,743
13 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 99,57599.6k $5.5m $5.5m 0.01% Reduced -677 -677
14 CITIZENS FINANCIAL GROUP INC/RI 0.06% of their portfolio PROVIDENCE, RI 95,58995.6k $5.3m $5.3m 0.06% Reduced -281 -281
15 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 85,97486.0k $4.8m $4.8m 0.01% Reduced -733 -733
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 85,29285.3k $4.7m $4.7m 0.00% Reduced -6.1k -6,056
17 CHOREO, LLC 0.05% of their portfolio ROCKFORD, IL 81,85881.9k $4.5m $4.5m 0.05% Reduced -11.9k -11,860
18 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 77,46177.5k $4.3m $4.3m 0.09% Reduced -317 -317
19 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 77,04177.0k $4.3m $4.3m 0.01% Reduced -6.3k -6,313
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 75,67275.7k $4.2m $4.2m 0.01% Reduced -2.6k -2,640
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,52575.5k $4.2m $4.2m 0.00% Reduced -5.5k -5,519
22 Everstar Asset Management, LLC 2.01% of their portfolio MOORESVILLE, NC 75,32675.3k $4.2m $4.2m 2.01% Added +5.0k +4,972
23 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 75,26475.3k $4.2m $4.2m 0.02% Reduced -5.5k -5,468
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,33763.3k $3.5m $3.5m 0.00% Added +4.9k +4,940
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,78356.8k $3.1m $3.1m 0.00% Added +368 +368
26 KINGSWOOD WEALTH ADVISORS, LLC 0.11% of their portfolio SAN DIEGO, CA 50,86150.9k $2.8m $2.8m 0.11% Added +1.9k +1,908
27 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 50,54250.5k $2.8m $2.8m 0.01% Added +5.2k +5,243
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 50,53750.5k $2.8m $2.8m 0.00% Added +3.5k +3,492
29 CPC Advisors, LLC 0.37% of their portfolio Atlanta, GA 49,81349.8k $2.8m $2.8m 0.37% New
30 NESTEGG ADVISORS, INC. 1.93% of their portfolio HAUPPAUGE, NY 49,27749.3k $2.7m $2.7m 1.93% Reduced -298 -298
31 Flaharty Asset Management, LLC 3.77% of their portfolio CLEARWATER, FL 47,08047.1k $2.6m $2.6m 3.77% Reduced -452.9k -452,937
32 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 46,97047.0k $2.6m $2.6m 0.01% Added +1.4k +1,372
33 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 45,52345.5k $2.5m $2.5m 0.01% Reduced -1.2k -1,209
34 Atlas Private Wealth Advisors 0.50% of their portfolio RED BANK, NJ 41,16241.2k $2.3m $2.3m 0.50% Reduced -1.7k -1,725
35 Institute for Wealth Management, LLC. 0.19% of their portfolio DENVER, CO 38,92938.9k $2.2m $2.2m 0.19% Added +2 +2
36 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 38,39238.4k $2.1m $2.1m 0.01% Added +1.0k +1,035
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,04533.0k $1.8m $1.8m 0.00% Added +7.8k +7,838
38 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 32,28932.3k $1.8m $1.8m 0.03% Added +10 +10
39 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 23,61923.6k $1.3m $1.3m 0.02% Added +917 +917
40 Strategies Wealth Advisors, LLC 0.12% of their portfolio GRAND RAPIDS, MI 23,50823.5k $1.3m $1.3m 0.12% Added +14 +14
41 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 23,17823.2k $1.3m $1.3m 0.00% Reduced -794 -794
42 FMR LLC 0.00% of their portfolio BOSTON, MA 22,98223.0k $1.3m $1.3m 0.00% Added +1.2k +1,188
43 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 18,69018.7k $1.0m $1.0m 0.01% Reduced -3.8k -3,766
44 CFS Investment Advisory Services, LLC 0.07% of their portfolio TOTOWA, NJ 18,34918.3k $1.0m $1.0m 0.07% Reduced -245 -245
45 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 17,24217.2k $956.2k $956.2k 0.00% Added +1 +1
46 Truvestments Capital LLC 0.14% of their portfolio SARASOTA, FL 16,44616.4k $912.0k $912.0k 0.14% Reduced -604 -604
47 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 16,16916.2k $896.6k $896.6k 0.01% Reduced -31 -31
48 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 16,16716.2k $896.5k $896.5k 0.03% Added +901 +901
49 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 16,00016.0k $887.3k $887.3k 0.01% Unchanged
50 CAPE ANN SAVINGS BANK 0.40% of their portfolio GLOUCESTER, MA 15,26615.3k $846.6k $846.6k 0.40% Added +61 +61
51 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,23015.2k $844.6k $844.6k 0.00% Reduced -4.1k -4,145
52 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,15515.2k $840.4k $840.4k 0.00% Added +5.6k +5,577
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,98815.0k $831.1k $831.1k 0.00% Added +2.1k +2,073
54 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 14,83214.8k $822.5k $822.5k 0.00% Unchanged
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,70914.7k $815.7k $815.7k 0.00% Reduced -53.0k -52,991
56 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 14,17014.2k $785.8k $785.8k 0.04% Unchanged
57 Bond & Devick Financial Network, Inc. 0.19% of their portfolio ST. LOUIS PARK, MN 13,56113.6k $752.0k $752.0k 0.19% Unchanged
58 EASTERN BANK 0.01% of their portfolio BOSTON, MA 12,56912.6k $697.0k $697.0k 0.01% Added +7.1k +7,067
59 GreatBanc Trust CO 0.42% of their portfolio LISLE, IL 12,15012.2k $673.8k $673.8k 0.42% Unchanged
60 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 12,14912.1k $673.7k $673.7k 0.00% Unchanged
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,04212.0k $667.8k $667.8k 0.00% Added +30 +30
62 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 12,01412.0k $666.2k $666.2k 0.01% Reduced -307 -307
63 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,68411.7k $647.9k $647.9k 0.00% Reduced -6.2k -6,221
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,29211.3k $626.1k $626.1k 0.00% Reduced -442 -442
65 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,22011.2k $622.2k $622.2k 0.00% Added +1.4k +1,438
66 Florida Trust Wealth Management Co 0.01% of their portfolio SANIBEL, FL 10,55010.6k $585.0k $585.0k 0.01% Unchanged
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,30510.3k $571.5k $571.5k 0.00% Unchanged
68 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,29510.3k $570.9k $570.9k 0.00% Reduced -460 -460
69 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 9,8509.8k $548.9k $548.9k 0.00% Added +4.2k +4,250
70 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 9,6469.6k $535.0k $535.0k 0.01% Reduced -6 -6
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,2439.2k $512.6k $512.6k 0.00% Added +538 +538
72 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9,0409.0k $501.3k $501.3k 0.00% Unchanged
73 WBH ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 9,0079.0k $499.5k $499.5k 0.03% Reduced -139 -139
74 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,2708.3k $459.0k $459.0k 0.00% Added +662 +662
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,3727.4k $408.8k $408.8k 0.00% Reduced -1.0k -1,000
76 SUMMIT WEALTH GROUP LLC / CO 0.03% of their portfolio COLORADO SPRINGS, CO 7,1197.1k $394.8k $394.8k 0.03% Added +25 +25
77 CARRET ASSET MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 6,5006.5k $360.5k $360.5k 0.03% Added +500 +500
78 PMG Wealth Management, Inc. 0.22% of their portfolio Hawthorn Woods, IL 6,4856.5k $359.6k $359.6k 0.22% Unchanged
79 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 6,4456.4k $357.4k $357.4k 0.01% New
80 IBEX WEALTH ADVISORS 0.03% of their portfolio BEDMINSTER, NJ 6,4286.4k $356.5k $356.5k 0.03% Reduced -2.0k -2,050
81 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 6,4006.4k $354.9k $354.9k 0.00% Unchanged
82 Caldwell Trust Co 0.03% of their portfolio Venice, FL 6,1486.1k $340.9k $340.9k 0.03% Unchanged
83 Sovran Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 6,0036.0k $342.0k $342.0k 0.03% Added +292 +292
84 Accurate Wealth Management, LLC 0.03% of their portfolio WESLEY CHAPEL, FL 5,9135.9k $331.1k $331.1k 0.03% New
85 Rodgers & Associates, LTD 0.03% of their portfolio Lancaster, PA 5,8945.9k $326.8k $326.8k 0.03% Unchanged
86 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 5,8665.9k $325.3k $325.3k 0.03% Unchanged
87 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 5,8115.8k $322.2k $322.2k 0.00% Reduced -578 -578
88 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,8115.8k $322.2k $322.2k 0.00% Added +8 +8
89 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 5,6495.6k $313.3k $313.3k 0.00% Unchanged
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,5535.6k $307.9k $307.9k 0.00% Unchanged
91 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,2695.3k $292.2k $292.2k 0.00% Added +735 +735
92 Financial Guidance Group, Inc. 0.11% of their portfolio Palm Harbor, FL 5,1205.1k $283.9k $283.9k 0.11% Unchanged
93 Connecticut Wealth Management, LLC 0.01% of their portfolio FARMINGTON, CT 5,0005.0k $277.3k $277.3k 0.01% Unchanged
94 New Insight Wealth Advisors 0.08% of their portfolio SAN RAMON, CA 4,9424.9k $274.1k $274.1k 0.08% New
95 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 4,6814.7k $259.6k $259.6k 0.01% Reduced -489 -489
96 Revisor Wealth Management LLC 0.06% of their portfolio AKRON, OH 4,6644.7k $258.6k $258.6k 0.06% Unchanged
97 Briaud Financial Planning Inc 0.07% of their portfolio COLLEGE STATION, TX 4,5744.6k $253.6k $253.6k 0.07% Unchanged
98 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 4,3554.4k $241.5k $241.5k 0.00% Unchanged
99 Goodwin Investment Advisory 0.48% of their portfolio WOODSTOCK, GA 4,2554.3k $236.0k $236.0k 0.48% New
100 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 4,2354.2k $234.8k $234.8k 0.00% New