Who Owns INV DIV ACHIEVERS ETF (PFM)? -- Institutional Holders (2026-06-30)

153 institutions reported holding $419.5M of INV DIV ACHIEVERS ETF (PFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($100.4M), RAYMOND JAMES FINANCIAL INC ($50.5M), MORGAN STANLEY ($34.7M), Modern Wealth Management, LLC ($25.9M), BANK OF AMERICA CORP /DE/ ($15.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$100.4M1.8MTrimmed
2RAYMOND JAMES FINANCIAL INC$50.5M910,245Trimmed
3MORGAN STANLEY$34.7M625,664Trimmed
4Modern Wealth Management, LLC$25.9M466,295New
5BANK OF AMERICA CORP /DE/$15.0M271,219Added
6JONES FINANCIAL COMPANIES LLLP$12.8M231,529Added
7WELLS FARGO & COMPANY/MN$12.5M225,099Added
8Clearstead Advisors, LLC$12.0M216,816Trimmed
9Royal Bank of Canada$10.7M193,562Added
10NFP Retirement, Inc.$6.3M113,785Added
11Focus Financial Network, Inc.$6.3M113,600Added
12Rockefeller Capital Management L.P.$5.5M99,575Trimmed
13CITIZENS FINANCIAL GROUP INC/RI$5.3M95,589Trimmed
14Baird Financial Group, Inc.$4.8M85,974Trimmed
15Cetera Investment Advisers$4.7M85,292Trimmed
16CHOREO, LLC$4.5M81,858Trimmed
17CreativeOne Wealth, LLC$4.3M77,461Trimmed
18TD Waterhouse Canada Inc.$4.3M77,041Trimmed
19COMMONWEALTH EQUITY SERVICES, LLC$4.2M75,672Trimmed
20UBS Group AG$4.2M75,525Trimmed
21Everstar Asset Management, LLC$4.2M75,326Added
22Equitable Holdings, Inc.$4.2M75,264Trimmed
23OSAIC HOLDINGS, INC.$3.5M63,337Added
24HighTower Advisors, LLC$3.1M56,783Added
25Cambridge Investment Research Advisors, Inc.$3.1M55,423Added

Source: SEC Form 13F filings · as of 2026-06-30