Who Owns INVESCO EXCHANGE TRADED FD T (PEZ)? -- Institutional Holders (2026-03-31)
27 institutions reported holding $9.2M of INVESCO EXCHANGE TRADED FD T (PEZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.5M), MORGAN STANLEY ($1.4M), Cetera Investment Advisers ($992,057), Farther Finance Advisors, LLC ($901,813), OSAIC HOLDINGS, INC. ($622,256). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.5M | 25,825 | Added |
| 2 | MORGAN STANLEY | $1.4M | 14,568 | Trimmed |
| 3 | Cetera Investment Advisers | $992,057 | 10,287 | Added |
| 4 | Farther Finance Advisors, LLC | $901,813 | 9,276 | Hold |
| 5 | OSAIC HOLDINGS, INC. | $622,256 | 6,452 | Trimmed |
| 6 | LPL Financial LLC | $604,865 | 6,272 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $531,377 | 5,510 | Trimmed |
| 8 | Trueblood Wealth Management, LLC | $426,159 | 4,419 | Trimmed |
| 9 | GOLDMAN SACHS GROUP INC | $348,915 | 3,618 | Added |
| 10 | Genesee Capital Advisors, LLC | $262,760 | 2,725 | Trimmed |
| 11 | FIFTH THIRD BANCORP | $241,097 | 2,500 | New |
| 12 | Register Financial Advisors LLC | $107,154 | 1,111 | Added |
| 13 | HARBOUR INVESTMENTS, INC. | $81,201 | 842 | Trimmed |
| 14 | UBS Group AG | $73,486 | 762 | Added |
| 15 | BELLEVUE ASSET MANAGEMENT, LLC | $35,585 | 369 | Hold |
| 16 | Transamerica Financial Advisors, LLC | $28,800 | 298 | Trimmed |
| 17 | Sound Income Strategies, LLC | $23,722 | 244 | Hold |
| 18 | CENTRAL TRUST Co | $20,060 | 208 | Hold |
| 19 | JONES FINANCIAL COMPANIES LLLP | $9,790 | 105 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $9,690 | 100 | Hold |
| 21 | MTM Investment Management, LLC | $7,908 | 82 | Hold |
| 22 | IFP Advisors, Inc | $7,715 | 80 | Hold |
| 23 | BLAIR WILLIAM & CO/IL | $2,990 | 31 | Hold |
| 24 | AlphaCore Capital LLC | $0 | 0 | Exited |
| 25 | CWM, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31