Who Owns INVESCO EXCH TRADED FD TR II (PZA)? -- Institutional Holders (2026-06-30)
339 institutions reported holding $3.80B of INVESCO EXCH TRADED FD TR II (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 |
Source: SEC Form 13F filings · as of 2026-06-30