Who Owns INVESCO EXCH TRADED FD TR II (PZA)? -- Institutional Holders (2026-03-31)
316 institutions reported holding $3.47B of INVESCO EXCH TRADED FD TR II (PZA) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.27B), UBS Group AG ($494.7M), Richard Bernstein Advisors LLC ($209.2M), AMERIPRISE FINANCIAL INC ($166.7M), ENVESTNET ASSET MANAGEMENT INC ($111.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.27B | 55.2M | Added |
| 2 | UBS Group AG | $494.7M | 21.5M | Added |
| 3 | Richard Bernstein Advisors LLC | $209.2M | 9.1M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $166.7M | 7.3M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $111.3M | 4.8M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $100.3M | 4.4M | Added |
| 7 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $94.8M | 4.1M | Added |
| 8 | LPL Financial LLC | $73.1M | 3.2M | Added |
| 9 | Bank of New York Mellon Corp | $63.0M | 2.7M | Added |
| 10 | JPMORGAN CHASE & CO | $58.4M | 2.6M | Added |
| 11 | MORGAN STANLEY | $49.0M | 2.1M | Added |
| 12 | SOFI WEALTH, LLC | $45.6M | 2.0M | Added |
| 13 | EP Wealth Advisors, LLC | $41.5M | 1.8M | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.5M | 1.8M | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $36.1M | 1.6M | Added |
| 16 | Cetera Investment Advisers | $27.0M | 1.2M | Added |
| 17 | STIFEL FINANCIAL CORP | $23.8M | 1.0M | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 1.0M | Added |
| 19 | Gerber Kawasaki Wealth & Investment Management | $16.9M | 734,645 | Added |
| 20 | Sanctuary Advisors, LLC | $16.8M | 733,015 | Added |
| 21 | Miracle Mile Advisors, LLC | $15.9M | 690,679 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $15.4M | 669,572 | Added |
| 23 | JANE STREET GROUP, LLC | $14.8M | 642,827 | Trimmed |
| 24 | Royal Bank of Canada | $12.4M | 540,260 | Added |
| 25 | ASSETMARK, INC | $12.4M | 539,991 | Added |
Source: SEC Form 13F filings · as of 2026-03-31