Who owns PEZ?
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · Invesco
24 institutions reported holding PEZ, worth $10.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PEZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $2.7M | 25,865 | +40 shares |
| Morgan Stanley | New York, NY | $1.5M | 14,568 | No change |
| Cetera Investment Advisers | Schaumburg, IL | $1.1M | 10,787 | +500 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $959K | 9,273 | −3 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $651K | 6,296 | −156 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $582K | 5,631 | +121 shares |
| LPL Financial LLC | Fort Mill, SC | $558K | 5,390 | −882 shares |
| Trueblood Wealth Management, LLC | Lima, OH | $457K | 4,416 | −3 shares |
| Goldman Sachs Group Inc. | New York, NY | $454K | 4,390 | +772 shares |
| Genesee Capital Advisors, LLC | Auburn, NY | $282K | 2,725 | No change |
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 PEZ?
24 institutional managers reported holding PEZ in Form 13F filings for June 30, 2026, worth $10.0M in total. The largest reported position was held by Bank of America Corp., at $2.7M.
Did institutions buy or sell PEZ last quarter?
Reported 13F value rose 8.3% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 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 PEZ 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.