CZAINVESCO EXCHANGE TRADED FD T
CUSIP 46137Y401 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (CZA) has 63 institutional holders in Filings Flow’s 13F database, together reporting 718.7K shares worth $79M as of Q1 2026. The largest reported holders are Toronto Dominion Bank, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
63
Q1 2026
Reported Value
$79M
Ticker
CZA
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TORONTO DOMINION BANK$69.7B AUM | 0.06% | $40M | 360.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $15M | 137.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 106.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 69.3K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $4M | 35.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 35.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $3M | 28.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 23.6K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.25% | $2M | 22.2K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 1.04% | $2M | 19.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 18.7K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 18.5K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.25% | $2M | 15.5K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.44% | $2M | 15.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 14.2K | Q1 2026 |
| Davis Investment Partners, LLC$283M AUM | 0.45% | $1M | 11.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 11.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 9.4K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 9.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $898,592 | 8.2K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $886,530 | 8.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $862,447 | 8.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $860,815 | 7.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $767,384 | 7.0K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $748,243 | 6.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $697,495 | 6.3K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $680,695 | 6.2K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.48% | $643,676 | 5.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $641,729 | 5.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $631,375 | 5.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $620,520 | 5.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $586,598 | 5.3K | Q4 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.21% | $582,028 | 5.3K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $525,825 | 4.8K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.06% | $460,145 | 4.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $405,750 | 3.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $405,700 | 3.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $352,697 | 3.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $352,329 | 3.2K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.11% | $348,000 | 3.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $347,926 | 3.1K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $312,152 | 2.8K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.02% | $307,646 | 2.8K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $296,852 | 2.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $282,430 | 2.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $275,263 | 2.5K | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.22% | $253,935 | 2.3K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $243,430 | 2.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $238,707 | 2.2K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $229,709 | 2.1K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $213,260 | 1.9K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $209,720 | 1.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $156,081 | 1.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $77,324 | 702 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $65,102 | 582 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.02% | $63,336 | 575 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $49,457 | 449 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $45,602 | 414 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $45,039 | 410 | Q3 2025OLDER |
| Compass Financial Services Inc$231M AUM | 0.02% | $42,992 | 388 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $35,358 | 321 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $27,978 | 254 | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.02% | $23,792 | 216 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $19,945 | 180 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $14,870 | 135 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $13,989 | 127 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $12,415 | 113 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $12,145 | 110 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $12,010 | 108 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10,550 | 98 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $9,213 | 83 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6,591 | 60 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,481 | 59 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,546 | 32 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $3,305 | 30 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $924 | 8 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $771 | 7 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.