Who Owns INVESCO EXCH TRADED FD TR II (PIZ)? -- Institutional Holders (2026-03-31)

112 institutions reported holding $508.1M of INVESCO EXCH TRADED FD TR II (PIZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($111.2M), MORGAN STANLEY ($53.8M), AFFINITY WEALTH MANAGEMENT LLC ($41.8M), LPL Financial LLC ($33.5M), Royal Bank of Canada ($30.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$111.2M2.2MAdded
2MORGAN STANLEY$53.8M1.1MAdded
3AFFINITY WEALTH MANAGEMENT LLC$41.8M844,684New
4LPL Financial LLC$33.5M675,814Added
5Royal Bank of Canada$30.3M612,716Added
6UBS Group AG$24.1M486,865Added
7Axiom Financial Strategies, LLC$19.8M399,835Added
8RAYMOND JAMES FINANCIAL INC$19.2M387,094Added
9CREATIVE FINANCIAL DESIGNS INC /ADV$17.0M342,692Added
10Systelligence, LLC$16.6M335,145Trimmed
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16.0M317,195Trimmed
12ENVESTNET ASSET MANAGEMENT INC$14.0M283,135Added
13NewSquare Capital LLC$9.3M187,285Added
14Cambridge Investment Research Advisors, Inc.$8.0M161,640Added
15Cetera Investment Advisers$7.2M146,141Added
16NBC SECURITIES, INC.$4.9M98,272Added
17Prospera Financial Services Inc$4.5M91,519Added
18JANE STREET GROUP, LLC$4.2M84,813Added
19Del-Sette Capital Management, LLC$3.7M75,410Trimmed
20JONES FINANCIAL COMPANIES LLLP$3.7M77,480Added
21COMMONWEALTH EQUITY SERVICES, LLC$3.3M65,861Added
22REDSTONE WEALTH MANAGEMENT, LLC$3.2M64,576New
23Wagner Wealth Management, Corp$3.0M61,442Added
24STIFEL FINANCIAL CORP$3.0M61,308Trimmed
25MML INVESTORS SERVICES, LLC$2.9M57,853Added

Source: SEC Form 13F filings · as of 2026-03-31