INVESCO EXCHANGE TRADED FD T (CZA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
58
Reporting holders
$75.5M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $12.8M | 104,652 | 0.00% | 31q | -1.9%-$243.4K |
| MORGAN STANLEY | $12.7M | 103,198 | 0.00% | 33q | -24.7%-$4.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 70,010 | 0.01% | 31q | +1.1%+$89.9K |
| WELLS FARGO & COMPANY/MN | $4.3M | 34,871 | 0.00% | 31q | -50.5%-$4.4M |
| GOLDMAN SACHS GROUP INC | $3.1M | 25,644 | 0.00% | 23q | +36.9%+$847.6K |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 23,897 | 0.00% | 7q | +1.3%+$38.3K |
| Rodgers & Associates, LTD | $2.7M | 22,167 | 0.25% | 23q | HELD |
| Pacific Sun Financial Corp | $2.3M | 18,972 | 0.96% | 25q | -2.7%-$65.0K |
| TRUIST FINANCIAL CORP | $2.3M | 18,474 | 0.00% | 12q | HELD |
| Empirical Asset Management, LLC | $2.0M | 16,047 | 0.44% | 4q | +5.2%+$97.2K |
| AMERIPRISE FINANCIAL INC | $1.7M | 14,143 | 0.00% | 31q | -50.2%-$1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 14,082 | 0.00% | 2q | +145.7%+$1.0M |
| Davis Investment Partners, LLC | $1.4M | 11,425 | 0.43% | 15q | HELD |
| EP Wealth Advisors, LLC | $1.3M | 10,946 | 0.01% | 30q | -1.0%-$13.1K |
| MML INVESTORS SERVICES, LLC | $1.0M | 8,193 | 0.00% | 31q | +17.6%+$150.3K |
| Quantinno Capital Management LP | $977.3K | 7,969 | 0.00% | 3q | +2.0%+$18.9K |
| HUNTINGTON NATIONAL BANK | $974.4K | 7,946 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $951.5K | 7,763 | 0.00% | 8q | -3.2%-$31.1K |
| Well Done, LLC | $929.5K | 7,580 | 0.13% | 31q | -51.2%-$974.4K |
| Cetera Investment Advisers | $906.2K | 7,391 | 0.00% | 10q | -8.2%-$80.6K |
| Savant Capital, LLC | $808.0K | 6,589 | 0.00% | 13q | -3.0%-$25.0K |
| CITADEL ADVISORS LLC | $728.5K | 5,941 | 0.00% | 3q | +2.0%+$14.1K |
| ENVESTNET ASSET MANAGEMENT INC | $686.2K | 5,596 | 0.00% | 31q | -0.7%-$4.5K |
| ROYAL BANK OF CANADA | $682.0K | 5,568 | 0.00% | 31q | -42.1%-$495.5K |
| J.W. COLE ADVISORS, INC. | $674.0K | 5,496 | 0.01% | new | NEW |
| WILLNER & HELLER, LLC | $670.0K | 5,464 | 0.42% | 16q | -6.5%-$46.6K |
| Colonial River Investments, LLC | $609.9K | 4,974 | 0.17% | 19q | -5.9%-$38.0K |
| BANK OF AMERICA CORP /DE/ | $515.5K | 4,204 | 0.00% | 31q | -32.0%-$242.3K |
| CAPTRUST FINANCIAL ADVISORS | $392.6K | 3,202 | 0.00% | 5q | HELD |
| VICTORY FINANCIAL GROUP, LLC | $358.2K | 2,921 | 0.04% | 10q | -30.1%-$154.0K |
| OSAIC HOLDINGS, INC. | $349.4K | 2,849 | 0.00% | 26q | -22.6%-$102.0K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $342.5K | 2,793 | 0.03% | 2q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $330.5K | 2,695 | 0.00% | 19q | HELD |
| Kestra Advisory Services, LLC | $326.0K | 2,659 | 0.00% | 24q | -16.9%-$66.2K |
| Creative Planning | $306.4K | 2,499 | 0.00% | 21q | HELD |
| FMR LLC | $291.6K | 2,378 | 0.00% | 22q | +7.6%+$20.6K |
| Quattro Advisors LLC | $282.7K | 2,305 | 0.19% | 3q | HELD |
| Private Advisor Group, LLC | $265.7K | 2,167 | 0.00% | 14q | HELD |
| Sovran Advisors, LLC | $227.6K | 1,792 | 0.02% | 3q | HELD |
| First Heartland Consultants, Inc. | $208.4K | 1,699 | 0.01% | new | NEW |
| BlackRock, Inc. | $173.8K | 1,417 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $125.0K | 1,019 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $72.1K | 582 | 0.00% | 2q | HELD |
| Spectrum Wealth Advisory Group, LLC | $71.0K | 579 | 0.02% | new | NEW |
| Tidemark, LLC | $70.5K | 575 | 0.02% | 11q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $55.1K | 449 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $50.8K | 414 | 0.00% | 31q | HELD |
| Clearstead Advisors, LLC | $39.4K | 321 | 0.00% | 4q | HELD |
| UBS Group AG | $37.0K | 302 | 0.00% | 2q | -57.0%-$49.0K |
| HARBOUR INVESTMENTS, INC. | $31.1K | 254 | 0.00% | 21q | HELD |
| Silver Grove Financial Group, Inc. | $26.5K | 216 | 0.01% | 2q | HELD |
| JPMORGAN CHASE & CO | $25.8K | 210 | 0.00% | 31q | +114.3%+$13.7K |
| BLAIR WILLIAM & CO/IL | $16.6K | 135 | 0.00% | 31q | HELD |
| PNC Financial Services Group, Inc. | $15.6K | 127 | 0.00% | 29q | HELD |
| FIFTH THIRD BANCORP | $13.5K | 110 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.3K | 108 | 0.00% | 3q | HELD |
| HHM Wealth Advisors, LLC | $3.7K | 30 | 0.00% | 21q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.9K | 23,473 | 0.00% | 31q | -16.3% |
| VANGUARD ADVISERS INC | $858 | 7 | 0.00% | 2q | HELD |
| HAZLETT, BURT & WATSON, INC. | $387 | 3,160 | 0.10% | 18q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $75.5M | 616,016 | 5 | 10 | 19 | 0.0% |
| Q1 2026 | 61 | $81.2M | 736,959 | 9 | 9 | 26 | 0.0% |
| Q4 2025 | 59 | $116.2M | 1,048,373 | 8 | 11 | 23 | 0.0% |
| Q3 2025 | 56 | $64.9M | 590,865 | 7 | 7 | 26 | 0.0% |
| Q2 2025 | 50 | $67.0M | 628,070 | 3 | 15 | 20 | 0.0% |
| Q1 2025 | 50 | $70.6M | 680,640 | 3 | 10 | 21 | 0.0% |
| Q4 2024 | 50 | $72.3M | 695,555 | 2 | 17 | 14 | 0.0% |
| Q3 2024 | 51 | $74.0M | 683,312 | 6 | 7 | 18 | 0.0% |
| Q2 2024 | 51 | $69.9M | 715,883 | 4 | 6 | 27 | 0.0% |
| Q1 2024 | 49 | $227.9M | 2,242,253 | 2 | 9 | 17 | 0.0% |
| Q4 2023 | 55 | $132.0M | 1,407,072 | 9 | 8 | 19 | 0.0% |
| Q3 2023 | 46 | $59.7M | 701,414 | 3 | 9 | 12 | 0.0% |
| Q2 2023 | 47 | $66.0M | 721,302 | 2 | 8 | 17 | 0.0% |
| Q1 2023 | 49 | $66.9M | 771,208 | 8 | 7 | 15 | 0.0% |
| Q4 2022 | 45 | $72.7M | 816,597 | 4 | 14 | 11 | 0.0% |
| Q3 2022 | 56 | $77.4M | 970,673 | 4 | 13 | 17 | 0.0% |
| Q2 2022 | 60 | $82.5M | 987,085 | 6 | 12 | 17 | 0.0% |
| Q1 2022 | 60 | $144.3M | 1,523,205 | 5 | 17 | 15 | 0.0% |
| Q4 2021 | 60 | $91.3M | 950,340 | 4 | 10 | 16 | 0.0% |
| Q3 2021 | 60 | $144.0M | 1,602,126 | 2 | 14 | 21 | 0.0% |
| Q2 2021 | 62 | $81.2M | 902,822 | 7 | 10 | 24 | 0.0% |
| Q1 2021 | 57 | $142.0M | 1,686,535 | 5 | 11 | 22 | 0.0% |
| Q4 2020 | 52 | $160.9M | 2,112,605 | 4 | 14 | 19 | 0.0% |
| Q3 2020 | 52 | $76.5M | 1,160,845 | 6 | 7 | 20 | 0.0% |
| Q2 2020 | 49 | $167.4M | 2,723,516 | 3 | 13 | 20 | 0.0% |
| Q1 2020 | 57 | $80.8M | 1,525,721 | 12 | 16 | 16 | 0.0% |
| Q4 2019 | 57 | $206.6M | 2,684,802 | 8 | 15 | 14 | 0.0% |
| Q3 2019 | 55 | $160.0M | 2,196,660 | 9 | 18 | 14 | 0.0% |
| Q2 2019 | 56 | $169.4M | 2,358,928 | 11 | 21 | 9 | 0.0% |
| Q1 2019 | 49 | $158.7M | 2,329,114 | 4 | 12 | 16 | 0.0% |
| Q4 2018 | 52 | $74.7M | 1,256,791 | 1 | 1 | 2 | 0.0% |