Who owns PZA?
Invesco National AMT-Free Municipal Bond ETF · Invesco
323 institutions reported holding PZA, worth $3.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PZA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $1.4B | 58,451,257 | +3,297,186 shares |
| UBS Group AG | Zurich, Switzerland | $575.4M | 24,464,378 | +2,936,930 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $172.8M | 7,347,183 | +95,239 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $124.7M | 5,299,957 | +455,430 shares |
| Jupiter Topco LLC | New York, NY | $105.1M | 4,466,587 | New position |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis, MN | $100.8M | 4,286,823 | −77,806 shares |
| LPL Financial LLC | Fort Mill, SC | $95.2M | 4,047,709 | +868,230 shares |
| Bank of New York Mellon Corp | New York, NY | $76.5M | 3,254,424 | +513,009 shares |
| JPMorgan Chase & Co | New York, NY | $64.8M | 2,754,322 | +201,230 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $55.2M | 2,348,353 | +540,746 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 PZA?
323 institutional managers reported holding PZA in Form 13F filings for June 30, 2026, worth $3.8B in total. The largest reported position was held by Bank of America Corp., at $1.4B.
Did institutions buy or sell PZA last quarter?
Reported 13F value rose 17.4% from March 31, 2026, which includes price moves as well as buying and selling. 51 firms reported a new position and 15 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 PZA 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.