Invesco Dividend Achievers E
$57.330%
+$6.1M
Net Activity
-0.39% total shares
Institutions Holding
147
Popularity Rank
#3737
Avg Weight
0.09%
Total Value
$419.6M
147 institutions currently hold PFM, with 64 net buyers and 44 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
44
Net Buying Institutions
64
Top 5 by Value
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Across its top 20 institutional holders, PFM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 21/100).
PFM ranks #3737 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
147 institutions disclose a position in PFM, but none treat it as a major bet — even Flaharty Asset Management, LLC, its most concentrated holder, allocates just 3.8% of its own portfolio to it.
LPL Financial LLC has added to its PFM position for two straight quarters, increasing it by $7.2M to reach $100.4M today.
Flaharty Asset Management, LLC has trimmed its PFM position for two straight quarters, cutting it by $23.2M while still holding $2.6M.
PFM is down 0% today, but institutions show net buying of $6.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$43.6M
Total Buy Value
$44.6M
Total Sell Value
64
Net Buyers
44
Net Sellers
PFM
Q2 2026
Top 5 Institutional Movers
+$25.9M
-$22.9M
+$7.0M
+$6.2M
-$3.6M
PFM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46137V506
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Access PFM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PFMCLI
npx alphasmo stocks get PFM