Who owns CZA?
Invesco Zacks Mid-Cap ETF · Invesco
58 institutions reported holding CZA, worth $77.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CZA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $12.8M | 104,652 | −1,985 shares |
| Morgan Stanley | New York, NY | $12.7M | 103,198 | −33,897 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $8.6M | 70,010 | +733 shares |
| Wells Fargo & Company | San Francisco, CA | $4.3M | 34,871 | −387 shares |
| Goldman Sachs Group Inc. | New York, NY | $3.1M | 25,644 | +6,912 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.9M | 23,897 | +312 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.9M | 23,473 | −4,557 shares |
| Rodgers & Associates, LTD | Lancaster, PA | $2.7M | 22,167 | No change |
| Pacific Sun Financial Corp | Los Angeles, CA | $2.3M | 18,972 | −530 shares |
| Truist Financial Corp. | Charlotte, NC | $2.3M | 18,474 | −17 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CZA?
58 institutional managers reported holding CZA in Form 13F filings for June 30, 2026, worth $77.7M in total. The largest reported position was held by LPL Financial LLC, at $12.8M.
Did institutions buy or sell CZA last quarter?
Reported 13F value fell 1.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CZA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.