Invesco National Amt-Free MuPZAETF
13F holders, Q1 2026 (March 31)294holders +26
51new positions
18sold out
3famous investors
$22.98avg. 13F price*
At the end of Q1 2026, 294 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 26 from Q4 2025. 51 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($1.3B), UBS Group AG ($494.7M) and Richard Bernstein Advisors LLC ($209.2M). 3 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco National Amt-Free Mu
- CUSIP
- 46138E537
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $56.2M |
| Exits | 18 | $13.1M |
All 13F filers, Q4 2025 → Q1 2026: 54,438,254 shares bought and 5,064,473 shares sold, net +49,373,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Bank of America Corp. | 0.09% | Add +5.7% | 55,154,071 | $1.3B |
| UBS Group AG | 0.09% | Add +1038.8% | 21,527,448 | $494.7M |
| Richard Bernstein Advisors LLC | 6.07% | Add +199.4% | 9,102,497 | $209.2M |
| Ameriprise Financial Inc. | 0.04% | Add +787.0% | 7,251,944 | $166.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +88.9% | 4,844,527 | $111.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.47% | Add +1.0% | 4,364,629 | $100.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +283.1% | 4,124,628 | $94.8M |
| LPL Financial LLC | 0.02% | Add +21.4% | 3,179,479 | $73.1M |
| Bank of New York Mellon Corp | 0.01% | Add +11.2% | 2,741,415 | $63.0M |
| JPMorgan Chase & Co. | 0.00% | Add +258.4% | 2,553,092 | $58.4M |
| Morgan Stanley | 0.00% | Add +12.3% | 2,133,883 | $49.0M |
| Sofi Wealth, LLC | 2.20% | Add +312.8% | 1,983,286 | $45.6M |
| EP Wealth Advisors, LLC | 0.20% | Add +12.8% | 1,807,607 | $41.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -6.2% | 1,760,706 | $40.5M |
| Wells Fargo & Company | 0.01% | Add +12.6% | 1,569,161 | $36.1M |
| Cetera Investment Advisers | 0.03% | Add +67.0% | 1,176,652 | $27.0M |
| Stifel Financial Corp. | 0.02% | Add +16.9% | 1,034,769 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +159.8% | 1,021,147 | $23.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | Add +8.2% | 734,645 | $16.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +44.6% | 733,015 | $16.8M |
| Composition Wealth, LLC | 0.22% | Reduce -50.5% | 690,679 | $15.9M |
| Raymond James Financial Inc. | 0.00% | Add +10.7% | 669,572 | $15.4M |
| Jane Street Group, LLC | 0.02% | Reduce -73.7% | 642,827 | $14.8M |
| NewEdge Advisors, LLC | 0.05% | Add +1199.8% | 624,324 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +69.2% | 540,260 | $12.4M |
| Assetmark, Inc. | 0.03% | Add +51.5% | 539,991 | $12.4M |
| Allworth Financial LP | 0.05% | Add +7.8% | 531,585 | $12.2M |
| Avidian Wealth Enterprises, LLC | 0.35% | Reduce -0.4% | 484,955 | $11.1M |
| West Wealth Group, LLC | 2.01% | Add +424.3% | 442,800 | $10.2M |
| IHT Wealth Management, LLC | 0.23% | Add +6.1% | 427,373 | $9.8M |
| Shepherd Financial Partners LLC | 0.93% | Add +109.8% | 424,429 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.2% | 410,317 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 389,799 | $9.0M |
| Ascent Group, LLC | 0.31% | Add +329.6% | 383,878 | $8.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.3% | 376,367 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +2918.5% | 374,930 | $8.6M |
| MML Investors Services, LLC | 0.02% | Add +27.9% | 374,223 | $8.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.6% | 367,891 | $8.5M |
| US Bancorp \de | 0.01% | Reduce -12.0% | 300,137 | $6.9M |
| Fifth Third Bancorp | 0.01% | New | 291,614 | $6.7M |
| Independent Advisor Alliance | 0.07% | New | 270,862 | $6.2M |
| Tortoise Investment Management, LLC | 0.51% | Add +3.6% | 267,836 | $6.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +17.7% | 260,744 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +198.0% | 260,553 | $6.0M |
| Exencial Wealth Advisors, LLC | 0.19% | Add +1033.1% | 260,389 | $6.0M |
| Archer Investment Management, LLC | 2.51% | New | 259,293 | $6.0M |
| Simon Quick Advisors, LLC | 0.27% | Add +245.4% | 257,730 | $5.9M |
| Park Avenue Securities LLC | 0.05% | Add +194.3% | 257,385 | $5.9M |
| Perigon Wealth Management, LLC | 0.11% | New | 251,804 | $5.8M |
| Goodman Advisory Group, LLC | 1.46% | Reduce -24.0% | 244,404 | $5.6M |
| Seeds Investor LLC | 0.75% | Add +54.5% | 237,249 | $5.5M |
| Stewardship Advisors, LLC | 1.27% | Reduce -2.6% | 240,734 | $5.5M |
| Anderson Hoagland & Co. | 0.45% | Reduce -6.4% | 228,404 | $5.2M |
| AE Wealth Management LLC | 0.03% | Add +77.5% | 226,749 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Add +34.7% | 222,882 | $5.1M |
| Traphagen Investment Advisors LLC | 0.41% | Add +0.8% | 218,296 | $5.0M |
| Trustmark Bank Trust Department | 0.32% | Reduce -8.1% | 213,905 | $4.9M |
| Confluence Investment Management LLC | 0.07% | Reduce -2.2% | 208,781 | $4.8M |
| 1900 Wealth Management LLC | 0.30% | Add +6.6% | 202,688 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +4.5% | 195,804 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.5% | 186,479 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +15.4% | 180,967 | $4.2M |
| Quadrant Private Wealth Management, LLC | 0.64% | Add +200.0% | 179,307 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +211.3% | 178,527 | $4.1M |
| Ashton Thomas Securities, LLC | 0.50% | Add +60.7% | 171,946 | $4.0M |
| Entrust Financial LLC | 2.72% | Add +16.5% | 169,396 | $3.9M |
| Connecticut Capital Management Group, LLC | 3.65% | Add +9.9% | 167,981 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +69.1% | 165,328 | $3.8M |
| Mgo One Seven LLC | 0.07% | New | 160,250 | $3.7M |
| McAdam, LLC | 0.16% | Reduce -5.7% | 157,104 | $3.6M |
| Clark Capital Management Group, Inc. | 0.02% | Add +151.2% | 153,189 | $3.5M |
| Perennial Investment Advisors, LLC | 0.28% | Add +176.5% | 152,120 | $3.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -5.6% | 149,126 | $3.4M |
| Synergy Investment Management, LLC | 1.09% | Add +145.5% | 144,430 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -76.8% | 140,719 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +5.1% | 135,240 | $3.1M |
| Keystone Financial Group | 0.20% | Add +378.8% | 126,574 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +38.9% | 121,287 | $2.8M |
| Choreo, LLC | 0.03% | Add +139.6% | 118,542 | $2.7M |
| Meadowbrook Advisors Group, LLC | 1.61% | Reduce -0.9% | 117,594 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +137.3% | 107,210 | $2.5M |
| ShoreHaven Wealth Partners, LLC | 0.85% | Add +192.5% | 103,323 | $2.4M |
| Rochester Wealth Strategies, LLC | 1.41% | Add +7.9% | 101,282 | $2.3M |
| Leeward Financial Partners, LLC | 0.65% | Add +2.0% | 95,690 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +21.0% | 95,286 | $2.2M |
| Petix & Botte Co | 0.97% | Reduce -48.3% | 94,239 | $2.2M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -1.5% | 93,855 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +41.1% | 93,296 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +49.4% | 93,216 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +132.7% | 90,548 | $2.1M |
| First Foundation Advisors | 0.08% | Reduce -0.7% | 87,886 | $2.0M |
| Waverly Advisors, LLC | 0.01% | Add +6.5% | 85,797 | $2.0M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -5.0% | 81,553 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +9.1% | 78,886 | $1.8M |
| Collaborative Wealth Managment Inc. | 0.82% | Reduce -13.9% | 77,253 | $1.8M |
| GMO | 0.00% | Add +21.1% | 74,867 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -88.8% | 73,647 | $1.7M |
| A4 Wealth Advisors LLC | 1.40% | Add +429.6% | 73,393 | $1.7M |
| Ssa Swiss Advisors AG | 0.77% | Add +7.5% | 71,781 | $1.6M |
| Vise Technologies, Inc. | 0.03% | No change | 67,637 | $1.6M |
| Elequin Capital, LP | 0.47% | New | 65,700 | $1.5M |
| Northeast Financial Group, Inc. | 0.40% | Reduce -28.1% | 65,599 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -77.7% | 64,300 | $1.5M |
| Claro Advisors Inc. | 0.17% | New | 61,764 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +11.3% | 59,832 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.33% | Add +4.3% | 59,796 | $1.4M |
| Targeted Financial Services LLC | 1.05% | Add +209.7% | 55,610 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | New | 53,137 | $1.2M |
| Ehrlich Financial Group | 0.70% | Add +212.7% | 53,034 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Add +399.3% | 50,159 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 50,000 | $1.1M |
| World Investment Advisors | 0.02% | Add +25.2% | 49,961 | $1.1M |
| Wealth Alliance, LLC | 0.11% | New | 47,546 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +4.9% | 47,540 | $1.1M |
| FOCUS Wealth Advisors, LLC | 0.52% | Reduce -2.3% | 46,427 | $1.1M |
| NorthRock Partners, LLC | 0.02% | New | 45,153 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +64.6% | 45,024 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +0.9% | 43,844 | $1.0M |
| Creative Planning | 0.00% | Reduce -5.5% | 42,608 | $979K |
| Janney Montgomery Scott LLC | 0.00% | Add +35.0% | 41,530 | $954K |
| ProVise Management Group, LLC | 0.07% | Reduce -2.5% | 40,784 | $937K |
| MAI Capital Management | 0.01% | Add +2730.9% | 40,227 | $924K |
| BCGM Wealth Management, LLC | 0.22% | New | 38,282 | $880K |
| Nicolet Bankshares Inc. | 0.03% | New | 37,500 | $862K |
| Ally Invest Advisors Inc. | 0.06% | Add +4.4% | 37,013 | $851K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +41.0% | 36,658 | $842K |
| Bernardo Wealth Planning LLC | 0.16% | Reduce -3.5% | 34,908 | $802K |
| UMB Bank, n.a. | 0.01% | No change | 34,638 | $796K |
| Veltria Advisors Corp. | 2.64% | Add +104.5% | 34,034 | $791K |
| TSG Advice Partners, LLC | 0.12% | Reduce -4.0% | 34,372 | $790K |
| Skyline Advisors, Inc. | 0.27% | New | 34,043 | $782K |
| Beto Financial Group, LLC | 0.45% | New | 32,715 | $763K |
| Ducere Wealth Management LLC | 0.29% | Reduce -0.7% | 32,236 | $741K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 31,820 | $731K |
| FLP Wealth Management, LLC | 1.50% | Add +106.3% | 31,724 | $729K |
| Blue Trust, Inc. | 0.01% | Add +43.1% | 30,704 | $706K |
| Cerity Partners LLC | 0.00% | New | 29,244 | $672K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 29,199 | $671K |
| BlackRock, Inc. | 0.00% | Add +206.4% | 29,130 | $669K |
| Captrust Financial Advisors | 0.00% | Reduce -11.2% | 28,700 | $660K |
| Tyche Wealth Partners LLC | 0.10% | Add +0.0% | 27,911 | $641K |
| IFP Advisors, Inc | 0.01% | Add +250.4% | 27,540 | $633K |
| Sowell Financial Services LLC | 0.02% | Add +0.3% | 27,243 | $626K |
| Flynn Zito Capital Management, LLC | 0.20% | Reduce -50.2% | 27,019 | $621K |
| Wedmont Private Capital | 0.02% | New | 26,158 | $608K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 26,040 | $598K |
| Magnolia Private Wealth, LLC | 0.40% | New | 25,871 | $595K |
| FF Advisors,LLC | 0.24% | New | 25,142 | $587K |
| Crews Bank & Trust | 0.09% | No change | 25,515 | $586K |
| Keating Financial Advisory Services, Inc. | 0.09% | Add +96.9% | 24,728 | $568K |
| Colonial River Investments, LLC | 0.20% | Add +5.5% | 23,991 | $551K |
| Advisory Alpha, LLC | 0.01% | Reduce -18.6% | 23,631 | $543K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.7% | 22,818 | $524K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -29.8% | 22,600 | $519K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +111.1% | 22,392 | $515K |
| MRP Capital Investments, LLC | 0.44% | No change | 21,861 | $502K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +20.3% | 21,142 | $486K |
| &partners | 0.00% | Add +18.4% | 20,099 | $462K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.8% | 19,586 | $450K |
| PFW Advisors LLC | 0.14% | Add +3.1% | 19,548 | $449K |
| KFA Private Wealth Group, LLC | 0.11% | Add +110.8% | 19,341 | $444K |
| Ackerman Capital Advisors, LLC | 0.09% | Reduce -1.7% | 19,240 | $442K |
| Calton & Associates, Inc. | 0.06% | Reduce -38.3% | 19,037 | $437K |
| Stephens Inc. | 0.01% | Reduce -5.2% | 19,034 | $437K |
| Gateway Wealth Partners, LLC | 0.02% | New | 18,811 | $432K |
| Annex Advisory Services, LLC | 0.01% | Reduce -12.8% | 18,577 | $427K |
| Advisory Resource Group | 0.07% | Add +1.1% | 18,021 | $414K |
| Vectors Research Management, LLC | 0.12% | Reduce -0.1% | 18,015 | $414K |
| Courier Capital LLC | 0.02% | Reduce -0.1% | 18,015 | $414K |
| Financial Life Advisors | 0.12% | New | 17,424 | $400K |
| Sepio Capital, LP | 0.02% | Reduce -1.7% | 17,331 | $398K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 16,973 | $390K |
| Keybank National Association | 0.00% | Reduce -63.3% | 16,959 | $390K |
| Revisor Wealth Management LLC | 0.11% | No change | 16,932 | $389K |
| Wiser Advisor Group LLC | 0.46% | No change | 16,685 | $383K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.8% | 16,297 | $375K |
| Sanchez Gaunt Capital Management, LLC | 0.23% | — | 15,845 | $364K |
| CX Institutional | 0.01% | Reduce -44.3% | 15,859 | $364K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 15,568 | $358K |
| Integrity Advisory Solutions, LLC | 0.05% | No change | 15,439 | $355K |
| Melone Private Wealth, LLC | 0.14% | Add +54.3% | 15,105 | $347K |
| Schwallier Wealth Management LLC | 0.25% | Add +11.7% | 14,880 | $342K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -59.9% | 14,804 | $340K |
| Silver Oak Securities, Incorporated | 0.02% | Add +5.0% | 14,788 | $340K |
| American Institute for Advanced Investment Management, LLP | 0.22% | Add +3.0% | 14,770 | $339K |
| Commerce Bank | 0.00% | Reduce -59.2% | 14,570 | $335K |
| Unify Financial Advisors | 0.35% | No change | 14,440 | $332K |
| Ballast Rock Private Wealth LLC | 0.18% | New | 14,003 | $322K |
| Harbour Investments, Inc. | 0.00% | Add +16.0% | 13,433 | $309K |
| Capital Analysts, LLC | 0.01% | Add +55.6% | 13,308 | $306K |
| Kwmg, LLC | 0.03% | Reduce -0.2% | 13,085 | $301K |
| CAP Partners, LLC | 0.17% | Add +0.9% | 13,035 | $300K |
| First Trust Advisors LP | 0.00% | Add +8.0% | 12,989 | $298K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -0.7% | 12,892 | $296K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 12,373 | $284K |
| Oakworth Capital, Inc. | 0.01% | New | 12,293 | $282K |
| Leo Wealth, LLC | 0.02% | Reduce -5.8% | 12,282 | $282K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 12,243 | $281K |
| Mascoma Wealth Management LLC | 0.06% | Add +0.2% | 12,228 | $281K |
| First Citizens Financial Corp | 0.13% | Add +13.9% | 12,011 | $276K |
| Tandem Financial, LLC | 0.09% | New | 11,967 | $275K |
| Harmony Asset Management LLC | 0.08% | Add +17.5% | 11,750 | $270K |
| Titleist Asset Management, LLC | 0.02% | New | 11,584 | $266K |
| FMR LLC | 0.00% | Add +12.7% | 11,552 | $265K |
| Parcion Private Wealth LLC | 0.02% | Add +20.4% | 11,531 | $265K |
| Meridian Wealth Management, LLC | 0.01% | No change | 11,250 | $259K |
| Arkadios Wealth Advisors | 0.00% | New | 11,132 | $256K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 11,072 | $254K |
| Lifeworks Advisors, LLC | 0.03% | New | 11,013 | $253K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 10,676 | $245K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.9% | 10,569 | $243K |
| Patron Partners, LLC | 0.11% | Reduce -1.9% | 10,558 | $243K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 10,437 | $240K |
| NewEdge Wealth, LLC | 0.00% | Add +3.0% | 10,375 | $238K |
| Laurel Oak Wealth Management, LLC | 0.04% | Add +4.2% | 10,224 | $235K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,149 | $232K |
| Bridgewater Advisors Inc. | 0.01% | New | 10,000 | $232K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -2.8% | 10,091 | $232K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.8% | 10,091 | $232K |
| Procyon Advisors, LLC | 0.01% | Add +7.1% | 10,008 | $230K |
| Invested Advisors | 0.23% | New | 10,003 | $230K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 9,944 | $229K |
| HighPoint Advisor Group LLC | 0.01% | New | 9,772 | $225K |
| WealthBridge Capital Management, LLC | 0.05% | New | 9,747 | $224K |
| Private Trust Co. NA | 0.02% | Add +78.7% | 9,719 | $223K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -37.4% | 9,510 | $219K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -0.3% | 9,493 | $218K |
| James J. Burns & Company, LLC | 0.03% | Add +0.9% | 9,224 | $212K |
| Centennial Advisors, LLC | 0.27% | New | 9,174 | $211K |
| Lloyd Advisory Services, LLC. | 0.06% | Add +1279.5% | 9,146 | $210K |
| Kingdom Financial Group LLC. | 0.06% | Add +109.0% | 9,146 | $210K |
| Cadia Private Client LLC | 0.17% | No change | 9,145 | $210K |
| Curtis Wealth Management LLC | 0.20% | New | 9,112 | $209K |
| First United Bank & Trust | 0.07% | Reduce -27.6% | 8,961 | $206K |
| Vontobel Holding Ltd. | 0.00% | Add +0.5% | 8,889 | $204K |
| Venturi Wealth Management, LLC | 0.01% | New | 8,795 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +26.8% | 8,756 | $202K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 7,821 | $180K |
| Signature Equity Partners, LLC | 0.09% | Add +217.7% | 7,638 | $176K |
| Addison Advisors LLC | 0.04% | No change | 7,090 | $163K |
| Ancora Advisors LLC | 0.00% | Reduce -9.3% | 5,611 | $129K |
| International Assets Investment Management, LLC | 0.01% | Add +826.7% | 5,449 | $126K |
| Creative Financial Designs Inc. | 0.01% | No change | 5,441 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -19.0% | 5,384 | $124K |
| IMG Wealth Management, Inc. | 0.08% | Add +94.0% | 5,152 | $118K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 4,639 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +24.8% | 4,594 | $106K |
| Independence Bank of Kentucky | 0.01% | Reduce -2.1% | 4,590 | $105K |
| Richardson Financial Services Inc. | 0.07% | Reduce -15.9% | 4,534 | $104K |
| Key Capital Management, INC | 0.07% | Add +666.3% | 4,360 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5050.7% | 3,760 | $86K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -17.3% | 3,267 | $75K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 3,261 | $75K |
| Blair William & Co. | 0.00% | Add +45.7% | 2,998 | $69K |
| Lanark Financial, Inc. | 0.01% | Add +193.0% | 2,945 | $68K |
| Golden State Wealth Management, LLC | 0.01% | Add +254.1% | 2,787 | $64K |
| Cwm, LLC | 0.00% | Add +571.9% | 2,506 | $58K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,500 | $57K |
| Realta Investment Advisors | 0.02% | Add +3.2% | 2,446 | $56K |
| AlphaCore Capital LLC | 0.00% | No change | 2,430 | $56K |
| Centennial Bank | 0.02% | Add +5.3% | 2,137 | $49K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,761 | $40K |
| LGT Financial Advisors LLC | 0.19% | Add +20.9% | 1,620 | $37K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,626 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.1% | 1,442 | $33K |
| Arax Advisory Partners | 0.00% | New | 1,372 | $32K |
| United Financial Planning Group LLC | 0.02% | Reduce -39.3% | 1,315 | $30K |
| Larson Financial Group LLC | 0.00% | New | 1,279 | $29K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,000 | $23K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,000 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $23K |
| Vision Retirement, LLC | 0.01% | Reduce -64.0% | 878 | $20K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 810 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.9% | 786 | $18K |
| Horizon Financial Services, LLC | 0.01% | Reduce -18.6% | 742 | $17K |
| Founders Financial Alliance, LLC | 0.00% | New | 690 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 549 | $13K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 495 | $11K |
| Smartleaf Asset Management LLC | 0.00% | New | 430 | $10K |
| Signaturefd, LLC | 0.00% | Add +201.1% | 277 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | New | 246 | $6K |
| POM Investment Strategies, LLC | 0.01% | New | 216 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +1150.0% | 200 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 187 | $4K |
| Bank of Montreal | 0.00% | New | 177 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 106 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -62.3% | 97 | $2K |
| Banque Transatlantique SA | 0.00% | New | 88 | $2K |
| GAMMA Investing LLC | 0.00% | Add +522.2% | 56 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 37 | $851 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2 | $46 |
"% of holder's portfolio" is PZA's weight in each manager's 13F, not the share of Invesco National Amt-Free Mu the manager owns.