Who Owns INVESCO (CZA)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $78.7M of INVESCO (CZA) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($12.8M), MORGAN STANLEY ($12.7M), COMMONWEALTH EQUITY SERVICES, LLC ($8.6M), WELLS FARGO & COMPANY/MN ($4.3M), GOLDMAN SACHS GROUP INC ($3.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$12.8M104,652Trimmed
2MORGAN STANLEY$12.7M103,198Trimmed
3COMMONWEALTH EQUITY SERVICES, LLC$8.6M70,010Added
4WELLS FARGO & COMPANY/MN$4.3M34,871Trimmed
5GOLDMAN SACHS GROUP INC$3.1M25,644Added
6RAYMOND JAMES FINANCIAL INC$2.9M23,897Added
7Cambridge Investment Research Advisors, Inc.$2.9M23,473Trimmed
8Rodgers & Associates, LTD$2.7M22,167Hold
9PACIFIC SUN FINANCIAL CORP$2.3M18,972Trimmed
10TRUIST FINANCIAL CORP$2.3M18,474Trimmed
11Empirical Asset Management, LLC$2.0M16,047Added
12AMERIPRISE FINANCIAL INC$1.7M14,143Trimmed
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M14,082Added
14Davis Investment Partners, LLC$1.4M11,425Trimmed
15EP Wealth Advisors, LLC$1.3M10,946Trimmed
16MML INVESTORS SERVICES, LLC$1.0M8,193Added
17Quantinno Capital Management LP$977,2797,969Added
18HUNTINGTON NATIONAL BANK$974,3620New
19JONES FINANCIAL COMPANIES LLLP$951,5387,763Trimmed
20Well Done, LLC$929,4827,580Trimmed
21Cetera Investment Advisers$906,2397,391Trimmed
22Savant Capital, LLC$807,9636,589Trimmed
23CITADEL ADVISORS LLC$728,5035,941Added
24ENVESTNET ASSET MANAGEMENT INC$686,2325,596Trimmed
25Royal Bank of Canada$682,0005,568Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30