Who Owns INV NATL AMT FRE MUN ETF (PZA)? -- Institutional Holders (2026-06-30)

341 institutions reported holding $3.80B of INV NATL AMT FRE MUN ETF (PZA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.37B), UBS Group AG ($575.4M), AMERIPRISE FINANCIAL INC ($172.8M), ENVESTNET ASSET MANAGEMENT INC ($124.7M), Jupiter Topco LLC ($105.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$1.37B	58.5M	Added
2	UBS Group AG	$575.4M	24.5M	Added
3	AMERIPRISE FINANCIAL INC	$172.8M	7.3M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$124.7M	5.3M	Added
5	Jupiter Topco LLC	$105.1M	4.5M	New
6	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$100.8M	4.3M	Trimmed
7	LPL Financial LLC	$95.2M	4.0M	Added
8	Bank of New York Mellon Corp	$76.5M	3.3M	Added
9	JPMORGAN CHASE & CO	$64.8M	2.8M	Added
10	EP Wealth Advisors, LLC	$55.2M	2.3M	Added
11	UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	$52.5M	2.2M	Trimmed
12	SOFI WEALTH, LLC	$50.8M	2.2M	Added
13	MORGAN STANLEY	$50.2M	2.1M	Added
14	WELLS FARGO & COMPANY/MN	$45.8M	1.9M	Added
15	Arax Advisory Partners	$42.7M	1.8M	Added
16	Vestmark Advisory Solutions, Inc.	$41.4M	1.8M	Added
17	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$37.4M	1.6M	Trimmed
18	Cetera Investment Advisers	$29.7M	1.3M	Added
19	COMMONWEALTH EQUITY SERVICES, LLC	$26.0M	1.1M	Added
20	STIFEL FINANCIAL CORP	$24.2M	1.0M	Trimmed
21	Sanctuary Advisors, LLC	$23.3M	992,255	Added
22	RAYMOND JAMES FINANCIAL INC	$21.4M	910,834	Added
23	Gerber Kawasaki Wealth & Investment Management	$19.0M	808,140	Added
24	Miracle Mile Advisors, LLC	$18.5M	785,536	Added
25	NewEdge Advisors, LLC	$17.0M	724,358	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30