Invesco Zacks Mid-Cap ETFCZAETF
13F holders, Q4 2025 (December 31)61holders +1
7new positions
8sold out
1famous investor
$110.84avg. 13F price*
At the end of Q4 2025, 61 institutions reported holding Invesco Zacks Mid-Cap ETF (CZA) in their 13F filings, up 1 from Q3 2025. 7 opened new positions and 8 sold out. The largest holders were Toronto Dominion Bank ($39.9M), Morgan Stanley ($14.4M) and LPL Financial LLC ($12.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $41.9M |
| Exits | 8 | $2.8M |
All 13F filers, Q3 2025 → Q4 2025: 410,000 shares bought and 42,228 shares sold, net +367,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Toronto Dominion Bank | 0.07% | New | 360,000 | $39.9M |
| Morgan Stanley | 0.00% | Add +0.9% | 130,230 | $14.4M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 108,857 | $12.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 74,342 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 36,269 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 28,776 | $3.2M |
| IMC-Chicago, LLC | 0.05% | Add +73.4% | 27,990 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +29.2% | 24,281 | $2.7M |
| Rodgers & Associates, LTD | 0.27% | Reduce -1.0% | 24,216 | $2.7M |
| Pacific Sun Financial Corp | 1.04% | Reduce -1.3% | 19,562 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +13.3% | 17,139 | $1.9M |
| Empirical Asset Management, LLC | 0.50% | Add +62.2% | 15,926 | $1.8M |
| Well Done, LLC | 0.26% | No change | 15,535 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.1% | 15,467 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.2% | 13,477 | $1.5M |
| Davis Investment Partners, LLC | 0.45% | No change | 11,575 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 11,407 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 9,413 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 9,014 | $998K |
| MML Investors Services, LLC | 0.00% | Add +5.1% | 8,529 | $945K |
| Citadel Advisors | 0.00% | New | 8,365 | $927K |
| Quantinno Capital Management LP | 0.00% | New | 7,815 | $866K |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 7,377 | $817K |
| Savant Capital, LLC | 0.00% | No change | 7,159 | $793K |
| Bank of America Corp. | 0.00% | Add +3.1% | 6,320 | $700K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.6% | 6,295 | $697K |
| Willner & Heller, LLC | 0.49% | Reduce -10.6% | 6,108 | $677K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 5,780 | $640K |
| Colonial River Investments, LLC | 0.21% | Reduce -4.9% | 5,294 | $587K |
| Axxcess Wealth Management, LLC | 0.01% | Add +18.5% | 5,294 | $587K |
| Jones Financial Companies LLLP | 0.00% | Add +12.3% | 5,098 | $565K |
| Victory Financial Group, LLC | 0.06% | Reduce -17.8% | 4,289 | $475K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 4,260 | $472K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.2% | 3,934 | $436K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.3% | 3,524 | $391K |
| Hazlett, Burt & Watson, Inc. | 0.12% | No change | 3,435 | $381K |
| Captrust Financial Advisors | 0.00% | No change | 3,202 | $355K |
| Mission Wealth Management, LP | 0.01% | Reduce -13.8% | 3,177 | $352K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,140 | $348K |
| Western Wealth Management, LLC | 0.01% | Add +2.5% | 2,863 | $317K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.2% | 2,633 | $292K |
| Creative Planning | 0.00% | Reduce -11.8% | 2,510 | $278K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.7% | 2,383 | $264K |
| Quattro Advisors LLC | 0.21% | — | 2,318 | $257K |
| FMR LLC | 0.00% | No change | 2,210 | $245K |
| Mariner, LLC | 0.00% | Reduce -2.4% | 2,011 | $223K |
| Sovran Advisors, LLC | 0.02% | New | 1,792 | $206K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,012 | $112K |
| Tidemark, LLC | 0.02% | No change | 604 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 449 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 414 | $46K |
| Compass Financial Services Inc | 0.02% | No change | 388 | $43K |
| Clearstead Advisors, LLC | 0.00% | No change | 321 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 254 | $28K |
| Blair William & Co. | 0.00% | No change | 135 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 127 | $14K |
| MAI Capital Management | 0.00% | New | 113 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 111 | $12K |
| Comerica Bank | 0.00% | Reduce -5.7% | 83 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | New | 32 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 30 | $3K |
"% 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.