Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q2 2026 (June 30)58holders −5
3new positions
7sold out
1famous investor
$122.63avg. 13F price*
At the end of Q2 2026, 58 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, down 5 from Q1 2026. 3 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($12.8M), Morgan Stanley ($12.7M) and Commonwealth Equity Services, LLC ($8.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Zacks Mid-Cap ETF
- CUSIP
- 46137Y401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $953K |
| Exits | 7 | $5.2M |
All 13F filers, Q1 2026 → Q2 2026: 26,649 shares bought and 107,977 shares sold, net −81,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.00% | Reduce -1.9% | 104,652 | $12.8M |
| Morgan Stanley | 0.00% | Reduce -24.7% | 103,198 | $12.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 70,010 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 34,871 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.9% | 25,644 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 23,897 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.3% | 23,473 | $2.9M |
| Rodgers & Associates, LTD | 0.25% | No change | 22,167 | $2.7M |
| Pacific Sun Financial Corp | 0.96% | Reduce -2.7% | 18,972 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 18,474 | $2.3M |
| Empirical Asset Management, LLC | 0.44% | Add +5.2% | 16,047 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 14,143 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +145.7% | 14,082 | $1.7M |
| Davis Investment Partners, LLC | 0.43% | Reduce -0.4% | 11,425 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 10,946 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +17.6% | 8,193 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +2.0% | 7,969 | $977K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.2% | 7,763 | $952K |
| Well Done, LLC | 0.13% | Reduce -51.2% | 7,580 | $929K |
| Cetera Investment Advisers | 0.00% | Reduce -8.2% | 7,391 | $906K |
| Savant Capital, LLC | 0.00% | Reduce -3.0% | 6,589 | $808K |
| Citadel Advisors | 0.00% | Add +2.0% | 5,941 | $729K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 5,596 | $686K |
| Royal Bank of Canada | 0.00% | Reduce -42.1% | 5,568 | $682K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,496 | $674K |
| Willner & Heller, LLC | 0.42% | Reduce -6.5% | 5,464 | $670K |
| Colonial River Investments, LLC | 0.17% | Reduce -5.9% | 4,974 | $610K |
| Bank of America Corp. | 0.00% | Reduce -32.0% | 4,204 | $516K |
| Captrust Financial Advisors | 0.00% | No change | 3,202 | $393K |
| Hazlett, Burt & Watson, Inc. | 0.10% | No change | 3,160 | $387K |
| Victory Financial Group, LLC | 0.04% | Reduce -30.1% | 2,921 | $358K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.6% | 2,849 | $349K |
| Mainstay Capital Management LLC | 0.03% | No change | 2,793 | $342K |
| Mission Wealth Management, LP | 0.00% | No change | 2,695 | $330K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.9% | 2,659 | $326K |
| Creative Planning | 0.00% | No change | 2,499 | $306K |
| FMR LLC | 0.00% | Add +7.6% | 2,378 | $292K |
| Quattro Advisors LLC | 0.19% | No change | 2,305 | $283K |
| Private Advisor Group, LLC | 0.00% | No change | 2,167 | $266K |
| Sovran Advisors, LLC | 0.02% | No change | 1,792 | $228K |
| First Heartland Consultants, Inc. | 0.01% | New | 1,699 | $208K |
| BlackRock, Inc. | 0.00% | No change | 1,417 | $174K |
| Whittier Trust Co. | 0.00% | No change | 582 | $72K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 579 | $71K |
| Tidemark, LLC | 0.02% | No change | 575 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 414 | $51K |
| Clearstead Advisors, LLC | 0.00% | No change | 321 | $39K |
| UBS Group AG | 0.00% | Reduce -57.0% | 302 | $37K |
| Harbour Investments, Inc. | 0.00% | No change | 254 | $31K |
| Silver Grove Financial Group, Inc. | 0.01% | No change | 216 | $26K |
| JPMorgan Chase & Co. | 0.00% | Add +114.3% | 210 | $26K |
| Blair William & Co. | 0.00% | No change | 135 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 110 | $14K |
| International Assets Investment Management, LLC | 0.00% | No change | 108 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 30 | $4K |
| Vanguard Advisers Inc. | 0.00% | No change | 7 | $858 |
"% of holder's portfolio" is CZA's weight in each manager's 13F, not the share of Invesco Zacks Mid-Cap ETF the manager owns.