Who Owns INVESCO EXCHANGE-TRADED FD TR (PEZ)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $10.0M of INVESCO EXCHANGE-TRADED FD TR (PEZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.7M), MORGAN STANLEY ($1.5M), Cetera Investment Advisers ($1.1M), Farther Finance Advisors, LLC ($959,199), OSAIC HOLDINGS, INC. ($651,206). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.7M | 25,865 | Added |
| 2 | MORGAN STANLEY | $1.5M | 14,568 | Hold |
| 3 | Cetera Investment Advisers | $1.1M | 10,787 | Added |
| 4 | Farther Finance Advisors, LLC | $959,199 | 9,273 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $651,206 | 6,296 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $582,471 | 5,631 | Added |
| 7 | LPL Financial LLC | $557,591 | 5,390 | Trimmed |
| 8 | Trueblood Wealth Management, LLC | $456,789 | 4,416 | Trimmed |
| 9 | GOLDMAN SACHS GROUP INC | $454,102 | 4,390 | Added |
| 10 | Genesee Capital Advisors, LLC | $281,883 | 2,725 | Hold |
| 11 | FIFTH THIRD BANCORP | $258,600 | 2,500 | Hold |
| 12 | Register Financial Advisors LLC | $114,936 | 1,111 | Hold |
| 13 | Integrated Wealth Concepts LLC | $107,165 | 1,036 | New |
| 14 | HARBOUR INVESTMENTS, INC. | $82,752 | 800 | Trimmed |
| 15 | UBS Group AG | $49,859 | 482 | Trimmed |
| 16 | BELLEVUE ASSET MANAGEMENT, LLC | $38,169 | 369 | Hold |
| 17 | Transamerica Financial Advisors, LLC | $29,074 | 281 | Trimmed |
| 18 | Institute for Wealth Management, LLC. | $22,757 | 220 | New |
| 19 | CENTRAL TRUST Co | $21,516 | 208 | Hold |
| 20 | JONES FINANCIAL COMPANIES LLLP | $10,977 | 105 | Hold |
| 21 | MTM Investment Management, LLC | $8,482 | 82 | Hold |
| 22 | IFP Advisors, Inc | $8,275 | 80 | Hold |
| 23 | BLAIR WILLIAM & CO/IL | $3,207 | 31 | Hold |
| 24 | WELLS FARGO & COMPANY/MN | $32 | 0 | Trimmed |
| 25 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30