DOSSIER · 13F Holders · Q2 2026
PZA

INVESCO EXCH TRADED FD TR II

339 institutions still hold INVESCO EXCH TRADED FD TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E537·339 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3.3B
visible holders
Holders
339
filers reporting
Concentration
41.27%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

339 institutions reported PZA in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 41.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.4B58.5M0.09%Q2 2026
02
UBS Group AG
CIK 0001610520
$575M24.5M0.07%Q2 2026
03
Richard Bernstein Advisors LLC
CIK 0001528214
$209M9.1M6.07%Q1 2026
04
AMERIPRISE FINANCIAL INC
CIK 0000820027
$173M7.3M0.03%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$125M5.3M0.03%Q2 2026
06
Jupiter Topco LLC
CIK 0002146052
$105M4.5M0.04%Q2 2026
07
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$101M4.3M1.33%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$95M4.0M0.02%Q2 2026
09
Bank of New York Mellon Corp
CIK 0001390777
$77M3.3M0.01%Q2 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$65M2.8M0.00%Q2 2026
11
EP Wealth Advisors, LLC
CIK 0001540569
$55M2.3M0.21%Q2 2026
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$52M2.2M0.01%Q2 2026
13
SOFI WEALTH, LLC
CIK 0001925582
$51M2.2M2.04%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$50M2.1M0.00%Q2 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$46M1.9M0.01%Q2 2026
16
Arax Advisory Partners
CIK 0001586767
$43M1.8M0.28%Q2 2026
17
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$41M1.8M0.39%Q2 2026
18
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$37M1.6M0.02%Q2 2026
19
Cetera Investment Advisers
CIK 0001666741
$30M1.3M0.03%Q2 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M1.1M0.03%Q2 2026
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319 more holders available. Log in →
Insiders at INVESCO EXCH TRADED FD TR II
Zito SantoArena Theodore LMulroney Thomas J