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

52 institutions reported holding $50.5M of INVESCO EXCH TRADED FD TR II (PZT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($6.9M), HighTower Advisors, LLC ($5.3M), MORGAN STANLEY ($4.2M), BANK OF AMERICA CORP /DE/ ($3.8M), LPL Financial LLC ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hennion & Walsh Asset Management, Inc.$6.9M314,685Added
2HighTower Advisors, LLC$5.3M241,844Trimmed
3MORGAN STANLEY$4.2M190,533Added
4BANK OF AMERICA CORP /DE/$3.8M172,864Added
5LPL Financial LLC$3.8M170,178Added
6GUGGENHEIM CAPITAL LLC$3.6M160,963Trimmed
7Miracle Mile Advisors, LLC$2.3M104,884Trimmed
8JANE STREET GROUP, LLC$1.9M85,558Trimmed
9AMERICAN FINANCIAL & TAX STRATEGIES INC$1.7M76,674Trimmed
10Note Advisors, LLC$1.6M73,198Added
11EP Wealth Advisors, LLC$1.6M70,770New
12Tortoise Investment Management, LLC$1.4M62,592Added
13COMMONWEALTH EQUITY SERVICES, LLC$1.2M52,519Added
14Cetera Investment Advisers$1.1M49,531Added
15ENVESTNET ASSET MANAGEMENT INC$1.0M47,220Trimmed
16Stratos Wealth Partners, LTD.$938,08442,504Added
17SAX WEALTH ADVISORS, LLC$929,94941,676Hold
18MML INVESTORS SERVICES, LLC$789,17635,758Trimmed
19UBS Group AG$756,44934,275Added
20UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$641,68529,075New
21OLD MISSION CAPITAL LLC$514,67223,320Added
22Cambridge Investment Research Advisors, Inc.$428,00019,375Added
23Kestra Advisory Services, LLC$390,51317,694Added
24Wealthfront Advisers LLC$323,98814,680Trimmed
25AMERIPRISE FINANCIAL INC$317,26714,139Trimmed

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