Who Owns INVESCO EXCHANGE TRADED FD T (CZA)? -- Institutional Holders (2026-03-31)
71 institutions reported holding $79.2M of INVESCO EXCHANGE TRADED FD T (CZA) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($15.1M), LPL Financial LLC ($11.7M), COMMONWEALTH EQUITY SERVICES, LLC ($7.6M), IMC-Chicago, LLC ($3.9M), WELLS FARGO & COMPANY/MN ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $15.1M | 137,095 | Added |
| 2 | LPL Financial LLC | $11.7M | 106,637 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 69,277 | Trimmed |
| 4 | IMC-Chicago, LLC | $3.9M | 35,329 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $3.9M | 35,258 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.1M | 28,030 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.6M | 23,585 | Trimmed |
| 8 | Rodgers & Associates, LTD | $2.4M | 22,167 | Trimmed |
| 9 | PACIFIC SUN FINANCIAL CORP | $2.1M | 19,502 | Trimmed |
| 10 | GOLDMAN SACHS GROUP INC | $2.1M | 18,732 | Added |
| 11 | TRUIST FINANCIAL CORP | $2.0M | 18,491 | Added |
| 12 | Well Done, LLC | $1.7M | 15,526 | Trimmed |
| 13 | Empirical Asset Management, LLC | $1.7M | 15,254 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $1.6M | 14,195 | Trimmed |
| 15 | Davis Investment Partners, LLC | $1.3M | 11,475 | Trimmed |
| 16 | EP Wealth Advisors, LLC | $1.2M | 11,053 | Trimmed |
| 17 | Royal Bank of Canada | $1.1M | 9,613 | Added |
| 18 | Cetera Investment Advisers | $886,530 | 8,048 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $862,447 | 8,017 | Added |
| 20 | Quantinno Capital Management LP | $860,815 | 7,815 | Hold |
| 21 | MML INVESTORS SERVICES, LLC | $767,384 | 6,967 | Trimmed |
| 22 | Savant Capital, LLC | $748,243 | 6,793 | Trimmed |
| 23 | BANK OF AMERICA CORP /DE/ | $680,695 | 6,180 | Trimmed |
| 24 | WILLNER & HELLER, LLC | $643,676 | 5,844 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $641,729 | 5,826 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31