AI Holders Summary · Q1 2026

319 institutions reported PZA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 42.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1.3B55.2M0.09%Q1 2026 02

UBS Group AG

CIK 0001610520

$495M21.5M0.07%Q1 2026 03

Richard Bernstein Advisors LLC

CIK 0001528214

$209M9.1M6.07%Q1 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$167M7.3M0.04%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$111M4.8M0.03%Q1 2026 06

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361

$101M4.3M1.33%Q2 2026 07

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$95M4.1M0.02%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$73M3.2M0.02%Q1 2026 09

Bank of New York Mellon Corp

CIK 0001390777

$63M2.7M0.01%Q1 2026 10

JPMORGAN CHASE & CO

CIK 0000019617

$58M2.6M0.00%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$49M2.1M0.00%Q1 2026 12

SOFI WEALTH, LLC

CIK 0001925582

$46M2.0M2.20%Q1 2026 13

EP Wealth Advisors, LLC

CIK 0001540569

$42M1.8M0.20%Q1 2026 14

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$40M1.8M0.02%Q1 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$36M1.6M0.01%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$27M1.2M0.03%Q1 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$24M1.0M0.02%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$23M1.0M0.03%Q1 2026 19

Miracle Mile Advisors, LLC

CIK 0001585859

$18M786K0.22%Q2 2026 20

Gerber Kawasaki Wealth & Investment Management

CIK 0001666736

$17M735K0.54%Q1 2026

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