Invesco National Amt-Free MuPZAETF
13F holders, Q2 2026 (June 30)324holders +30
48new positions
15sold out
2famous investors
$23.52avg. 13F price*
At the end of Q2 2026, 324 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 30 from Q1 2026. 48 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($1.4B), UBS Group AG ($575.4M) and Ameriprise Financial Inc. ($172.8M). 2 famous investors held it, including 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $39.1M |
| Exits | 15 | $21.3M |
All 13F filers, Q1 2026 → Q2 2026: 19,467,334 shares bought and 3,977,926 shares sold, net +15,489,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Bank of America Corp. | 0.09% | Add +6.0% | 58,451,257 | $1.4B |
| UBS Group AG | 0.09% | Add +13.6% | 24,464,378 | $575.4M |
| Ameriprise Financial Inc. | 0.04% | Add +1.3% | 7,347,183 | $172.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +9.4% | 5,299,957 | $124.7M |
| Jupiter Topco LLC | 0.04% | — | 4,466,587 | $105.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.33% | Reduce -1.8% | 4,286,823 | $100.8M |
| LPL Financial LLC | 0.02% | Add +27.3% | 4,047,709 | $95.2M |
| Bank of New York Mellon Corp | 0.01% | Add +18.7% | 3,254,424 | $76.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.9% | 2,754,322 | $64.8M |
| EP Wealth Advisors, LLC | 0.21% | Add +29.9% | 2,348,353 | $55.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -45.9% | 2,232,045 | $52.5M |
| Sofi Wealth, LLC | 2.04% | Add +8.8% | 2,158,881 | $50.8M |
| Morgan Stanley | 0.00% | Add +0.0% | 2,134,264 | $50.2M |
| Wells Fargo & Company | 0.01% | Add +24.1% | 1,948,074 | $45.8M |
| Arax Advisory Partners | 0.28% | Add +132106.0% | 1,813,866 | $42.7M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Add +575.3% | 1,759,425 | $41.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.6% | 1,591,479 | $37.4M |
| Cetera Investment Advisers | 0.03% | Add +7.3% | 1,262,470 | $29.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.1% | 1,103,426 | $26.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 1,028,053 | $24.2M |
| Sanctuary Advisors, LLC | 0.11% | Add +35.4% | 992,255 | $23.3M |
| Raymond James Financial Inc. | 0.01% | Add +36.0% | 910,834 | $21.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.51% | Add +10.0% | 808,140 | $19.0M |
| Composition Wealth, LLC | 0.22% | Add +13.7% | 785,536 | $18.5M |
| NewEdge Advisors, LLC | 0.05% | Add +16.0% | 724,358 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +25.8% | 679,603 | $16.0M |
| Shepherd Financial Partners LLC | 1.29% | Add +56.9% | 665,927 | $15.7M |
| Osaic Holdings, Inc. | 0.02% | Add +34.1% | 550,259 | $12.9M |
| Assetmark, Inc. | 0.02% | Reduce -0.1% | 539,236 | $12.7M |
| Allworth Financial LP | 0.05% | Add +0.6% | 534,858 | $12.6M |
| West Wealth Group, LLC | 1.98% | Add +16.1% | 514,231 | $12.1M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -0.9% | 480,354 | $11.3M |
| IHT Wealth Management, LLC | 0.23% | Add +7.2% | 457,954 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +21.5% | 455,386 | $10.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.5% | 421,360 | $9.9M |
| MML Investors Services, LLC | 0.02% | Add +9.1% | 408,126 | $9.6M |
| Ascent Group, LLC | 0.29% | Add +6.2% | 407,832 | $9.6M |
| Archer Investment Management, LLC | 3.12% | Add +49.8% | 388,496 | $9.1M |
| Vise Technologies, Inc. | 0.10% | Add +471.8% | 386,729 | $9.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +46.5% | 381,848 | $9.0M |
| Perennial Investment Advisors, LLC | 0.59% | Add +148.2% | 377,487 | $8.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 366,814 | $8.6M |
| Citadel Advisors | 0.00% | Add +388.4% | 359,713 | $8.5M |
| Fifth Third Bancorp | 0.01% | Add +17.4% | 342,485 | $8.1M |
| Renaissance Technologies | 0.01% | Add +401.2% | 322,300 | $7.6M |
| Jane Street Group, LLC | 0.00% | Reduce -50.3% | 319,367 | $7.5M |
| Park Avenue Securities LLC | 0.05% | Add +23.8% | 318,528 | $7.5M |
| AE Wealth Management LLC | 0.03% | Add +40.2% | 317,983 | $7.5M |
| Stewardship Advisors, LLC | 1.54% | Add +31.1% | 315,505 | $7.4M |
| US Bancorp \de | 0.01% | Add +1.0% | 303,040 | $7.1M |
| Perigon Wealth Management, LLC | 0.11% | Add +14.7% | 288,905 | $6.8M |
| Tortoise Investment Management, LLC | 0.47% | Reduce -0.9% | 265,440 | $6.2M |
| Simon Quick Advisors, LLC | 0.24% | No change | 257,730 | $6.1M |
| Savant Capital, LLC | 0.02% | New | 260,254 | $6.0M |
| Seeds Investor LLC | 0.61% | Add +5.9% | 251,214 | $5.9M |
| Robinson Capital Management, LLC | 2.57% | New | 244,351 | $5.7M |
| Golden State Wealth Management, LLC | 0.52% | Add +8532.3% | 240,582 | $5.7M |
| Goodman Advisory Group, LLC | 1.21% | Reduce -8.2% | 224,404 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +35.1% | 223,380 | $5.3M |
| Traphagen Investment Advisors LLC | 0.37% | Add +0.7% | 219,917 | $5.2M |
| Synergy Investment Management, LLC | 1.23% | Add +49.7% | 216,174 | $5.1M |
| Trustmark Bank Trust Department | 0.29% | Reduce -2.4% | 208,864 | $4.9M |
| Petix & Botte Co | 0.98% | Add +118.8% | 206,208 | $4.9M |
| Mgo One Seven LLC | 0.08% | Add +25.0% | 200,311 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.5% | 195,005 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +7.4% | 194,307 | $4.6M |
| Confluence Investment Management LLC | 0.07% | Reduce -7.7% | 192,712 | $4.5M |
| 1900 Wealth Management LLC | 0.25% | Reduce -5.5% | 191,594 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.7% | 191,575 | $4.5M |
| Skyline Advisors, Inc. | 1.39% | Add +453.7% | 188,506 | $4.4M |
| Quadrant Private Wealth Management, LLC | 0.99% | Add +4.9% | 188,024 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +31.9% | 185,581 | $4.4M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +3.0% | 183,859 | $4.3M |
| Entrust Financial LLC | 2.76% | Add +6.8% | 180,893 | $4.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -7.8% | 180,536 | $4.2M |
| Ashton Thomas Securities, LLC | 0.63% | Add +4.6% | 179,806 | $4.2M |
| Connecticut Capital Management Group, LLC | 3.31% | Add +4.0% | 174,723 | $4.1M |
| Quadrature Capital Ltd | 0.03% | New | 170,490 | $4.0M |
| Garden State Investment Advisory Services LLC | 0.78% | Add +183.5% | 169,510 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +46.8% | 157,372 | $3.7M |
| Clark Capital Management Group, Inc. | 0.02% | Add +0.3% | 153,729 | $3.6M |
| McAdam, LLC | 0.13% | Reduce -7.5% | 145,301 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +4.5% | 141,343 | $3.3M |
| Principal Securities, Inc. | 0.04% | Add +6.8% | 129,563 | $3.0M |
| Keystone Financial Group | 0.18% | Add +1.3% | 128,165 | $3.0M |
| Ocean Park Asset Management, LLC | 0.14% | New | 123,100 | $2.9M |
| Choreo, LLC | 0.03% | Reduce 0.0% | 118,538 | $2.8M |
| ShoreHaven Wealth Partners, LLC | 0.82% | Add +6.8% | 110,405 | $2.6M |
| Strategies Wealth Advisors, LLC | 0.22% | Add +900.6% | 106,829 | $2.5M |
| Financial Life Advisors | 0.69% | Add +495.4% | 103,740 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.9% | 102,422 | $2.4M |
| Meadowbrook Advisors Group, LLC | 1.23% | Reduce -16.9% | 97,682 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +2.0% | 97,154 | $2.3M |
| Collaborative Wealth Managment Inc. | 0.95% | Add +24.4% | 96,093 | $2.3M |
| Leeward Financial Partners, LLC | 0.59% | Reduce -0.3% | 95,441 | $2.2M |
| Elequin Capital, LP | 0.38% | Add +44.0% | 94,637 | $2.2M |
| Rochester Wealth Strategies, LLC | 1.23% | Reduce -6.9% | 94,257 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +0.6% | 91,101 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +15.2% | 90,879 | $2.1M |
| Waverly Advisors, LLC | 0.01% | Add +1.3% | 86,911 | $2.0M |
| Uptick Partners, LLC | 0.30% | New | 83,092 | $2.0M |
| TD Private Client Wealth LLC | 0.04% | Reduce -44.4% | 82,947 | $2.0M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -11.6% | 82,927 | $2.0M |
| First Foundation Advisors | 0.07% | Reduce -7.2% | 81,530 | $1.9M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -4.1% | 78,197 | $1.8M |
| BCGM Wealth Management, LLC | 0.38% | Add +102.1% | 77,378 | $1.8M |
| Claro Advisors Inc. | 0.19% | Add +22.6% | 75,735 | $1.8M |
| Beto Financial Group, LLC | 0.93% | Add +134.2% | 76,613 | $1.8M |
| Northern Trust Corp. | 0.00% | New | 70,222 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +14.6% | 68,564 | $1.6M |
| Ssa Swiss Advisors AG | 0.58% | Reduce -9.1% | 65,281 | $1.5M |
| BlueStem Wealth Partners, LLC | 0.15% | New | 62,776 | $1.5M |
| Anderson Hoagland & Co. | 0.11% | Reduce -73.0% | 61,554 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +40.9% | 58,520 | $1.4M |
| Wealth Alliance, LLC | 0.11% | Add +22.4% | 58,181 | $1.4M |
| Magnolia Private Wealth, LLC | 0.74% | Add +123.0% | 57,695 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 56,711 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +5.8% | 56,247 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +24.8% | 56,166 | $1.3M |
| A4 Wealth Advisors LLC | 0.87% | Reduce -25.4% | 54,729 | $1.3M |
| Diversify Advisory Services, LLC | 0.02% | New | 54,646 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | Add +8.9% | 54,646 | $1.3M |
| Ehrlich Financial Group | 0.63% | Reduce -2.5% | 51,689 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +6.9% | 50,801 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +36.7% | 50,108 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 50,000 | $1.2M |
| World Investment Advisors | 0.02% | Add +0.7% | 50,328 | $1.2M |
| Creative Planning | 0.00% | Add +14.7% | 48,856 | $1.1M |
| Venture Visionary Partners LLC | 0.03% | New | 47,606 | $1.1M |
| Targeted Financial Services LLC | 0.82% | Reduce -15.3% | 47,099 | $1.1M |
| FOCUS Wealth Advisors, LLC | 0.51% | Add +0.2% | 46,531 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | New | 44,280 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 43,960 | $1.0M |
| NorthRock Partners, LLC | 0.01% | Reduce -7.2% | 41,925 | $986K |
| ProVise Management Group, LLC | 0.07% | Add +2.5% | 41,793 | $983K |
| MAI Capital Management | 0.00% | Add +0.0% | 40,241 | $946K |
| Ally Invest Advisors Inc. | 0.06% | Add +6.3% | 39,359 | $926K |
| Keybank National Association | 0.00% | Add +126.8% | 38,456 | $904K |
| IFP Advisors, Inc | 0.02% | Add +35.3% | 37,264 | $876K |
| FLP Wealth Management, LLC | 1.54% | Add +15.7% | 36,706 | $863K |
| Affinity Capital Advisors, LLC | 0.10% | New | 34,635 | $816K |
| Veltria Advisors Corp. | 2.46% | No change | 34,034 | $800K |
| Blue Trust, Inc. | 0.01% | Add +7.9% | 33,143 | $780K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -13.6% | 32,385 | $762K |
| Colonial River Investments, LLC | 0.22% | Add +35.0% | 32,380 | $762K |
| Ducere Wealth Management LLC | 0.22% | Reduce -1.4% | 31,769 | $747K |
| &partners | 0.00% | Add +51.0% | 30,353 | $714K |
| Keating Financial Advisory Services, Inc. | 0.09% | Add +22.6% | 30,316 | $713K |
| BlackRock, Inc. | 0.00% | Add +3.7% | 30,202 | $710K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 29,199 | $687K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.8% | 28,603 | $673K |
| Bernardo Wealth Planning LLC | 0.11% | Reduce -20.2% | 27,862 | $655K |
| Apeiron RIA LLC | 0.17% | New | 27,817 | $654K |
| Sowell Financial Services LLC | 0.02% | Add +0.3% | 27,337 | $643K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +17.5% | 26,809 | $631K |
| Wedmont Private Capital | 0.02% | No change | 26,158 | $613K |
| Private Trust Co. NA | 0.05% | Add +162.8% | 25,539 | $601K |
| Sax Wealth Advisors, LLC | 0.02% | New | 26,126 | $600K |
| FF Advisors,LLC | 0.22% | No change | 25,142 | $591K |
| Novem Group | 0.06% | New | 24,759 | $582K |
| Captrust Financial Advisors | 0.00% | Reduce -16.6% | 23,931 | $563K |
| IFG Advisory, LLC | 0.02% | New | 23,338 | $549K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.7% | 22,998 | $541K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.7% | 22,985 | $541K |
| Crews Bank & Trust | 0.07% | Reduce -10.6% | 22,815 | $537K |
| Balefire, LLC | 0.08% | New | 22,017 | $518K |
| Flynn Zito Capital Management, LLC | 0.14% | Reduce -18.8% | 21,947 | $516K |
| MRP Capital Investments, LLC | 0.38% | No change | 21,861 | $514K |
| Integrated Wealth Management | 0.50% | New | 20,320 | $478K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.5% | 20,194 | $475K |
| Arkadios Wealth Advisors | 0.01% | Add +80.5% | 20,088 | $472K |
| PFW Advisors LLC | 0.13% | No change | 19,548 | $460K |
| Mariner, LLC | 0.00% | New | 19,524 | $459K |
| Ackerman Capital Advisors, LLC | 0.09% | Reduce -2.0% | 18,860 | $444K |
| Titleist Asset Management, LLC | 0.03% | Add +58.6% | 18,370 | $432K |
| Revisor Wealth Management LLC | 0.10% | Add +8.3% | 18,343 | $431K |
| Advisory Resource Group | 0.06% | Add +1.1% | 18,228 | $429K |
| Old Mission Capital LLC | 0.01% | New | 18,088 | $425K |
| Vectors Research Management, LLC | 0.11% | No change | 18,015 | $424K |
| Courier Capital LLC | 0.02% | No change | 18,015 | $424K |
| PKS Advisory Services, LLC | 0.07% | New | 17,948 | $422K |
| KFA Private Wealth Group, LLC | 0.10% | Reduce -7.5% | 17,899 | $421K |
| FMR LLC | 0.00% | Add +51.0% | 17,442 | $410K |
| Sepio Capital, LP | 0.02% | Add +0.4% | 17,405 | $409K |
| Melone Private Wealth, LLC | 0.16% | Add +14.6% | 17,314 | $407K |
| Town Capital LLC | 0.26% | New | 17,203 | $405K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 16,973 | $399K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +7.0% | 16,660 | $392K |
| Thomasville National Bank | 0.02% | — | 16,600 | $390K |
| Schwallier Wealth Management LLC | 0.24% | Add +10.8% | 16,494 | $388K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -40.9% | 16,486 | $388K |
| Sanchez Gaunt Capital Management, LLC | 0.21% | Add +1.9% | 16,152 | $380K |
| Capital Analysts, LLC | 0.01% | Add +21.3% | 16,139 | $379K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -18.6% | 15,952 | $375K |
| First Citizens Financial Corp | 0.16% | Add +32.7% | 15,934 | $375K |
| Curtis Wealth Management LLC | 0.31% | Add +71.8% | 15,652 | $368K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +0.0% | 15,445 | $363K |
| Wiser Advisor Group LLC | 0.39% | Reduce -8.5% | 15,270 | $359K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -9.2% | 14,794 | $348K |
| American Institute for Advanced Investment Management, LLP | 0.20% | No change | 14,770 | $347K |
| Commerce Bank | 0.00% | No change | 14,570 | $343K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.7% | 14,543 | $342K |
| Unify Financial Advisors | 0.31% | No change | 14,440 | $340K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 14,126 | $332K |
| Ballast Rock Private Wealth LLC | 0.15% | No change | 14,003 | $329K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 13,676 | $322K |
| Creative Financial Designs Inc. | 0.02% | Add +150.8% | 13,646 | $321K |
| Equitable Holdings, Inc. | 0.00% | New | 13,548 | $319K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -28.1% | 13,530 | $318K |
| Daviman Financial, LLC | 0.17% | New | 13,282 | $312K |
| First Trust Advisors LP | 0.00% | Add +1.6% | 13,194 | $310K |
| CAP Partners, LLC | 0.15% | Add +0.9% | 13,154 | $309K |
| IMG Wealth Management, Inc. | 0.17% | Add +151.4% | 12,954 | $305K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -0.6% | 12,812 | $301K |
| Rede Wealth, LLC | 0.10% | New | 12,780 | $301K |
| Harmony Asset Management LLC | 0.08% | Add +7.7% | 12,650 | $298K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +21.5% | 12,335 | $290K |
| Mascoma Wealth Management LLC | 0.05% | Add +0.2% | 12,252 | $288K |
| Alaska Wealth Advisors, LLC | 0.03% | No change | 12,243 | $288K |
| HRT Financial LP | 0.00% | New | 12,214 | $287K |
| Range Advisory, LLC | 0.03% | New | 12,168 | $286K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -45.9% | 12,116 | $285K |
| NewEdge Wealth, LLC | 0.00% | Add +16.4% | 12,075 | $284K |
| Kwmg, LLC | 0.02% | Reduce -8.0% | 12,038 | $283K |
| Tandem Financial, LLC | 0.09% | No change | 11,967 | $281K |
| Qube Research & Technologies Ltd | 0.00% | New | 11,755 | $276K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +2.5% | 11,344 | $267K |
| OneDigital Investment Advisors LLC | 0.00% | New | 11,250 | $265K |
| Meridian Wealth Management, LLC | 0.01% | No change | 11,250 | $265K |
| Park State Asset Management | 0.26% | New | 11,159 | $262K |
| Andrew Hill Investment Advisors, Inc. | 0.19% | New | 11,000 | $259K |
| Calton & Associates, Inc. | 0.04% | Reduce -42.9% | 10,877 | $256K |
| Cerity Partners LLC | 0.00% | Reduce -63.1% | 10,777 | $253K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.9% | 10,668 | $251K |
| Annex Advisory Services, LLC | 0.00% | Reduce -43.4% | 10,517 | $247K |
| Crusonia Wealth Advisors LLC | 0.04% | New | 10,456 | $246K |
| Liberty Square Wealth Partners LLC | 0.06% | No change | 10,437 | $245K |
| Parcion Private Wealth LLC | 0.01% | Reduce -12.4% | 10,095 | $237K |
| Invested Advisors | 0.21% | No change | 10,003 | $235K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -19.2% | 10,000 | $235K |
| Key Capital Management, INC | 0.12% | Add +127.8% | 9,934 | $234K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.1% | 9,900 | $233K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -1.3% | 9,819 | $231K |
| Lifeworks Advisors, LLC | 0.02% | Reduce -10.9% | 9,817 | $231K |
| Laurel Oak Wealth Management, LLC | 0.03% | Reduce -4.0% | 9,812 | $231K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -3.0% | 9,792 | $230K |
| Belpointe Asset Management LLC | 0.01% | Reduce -3.0% | 9,792 | $230K |
| WealthBridge Capital Management, LLC | 0.05% | Add +0.4% | 9,786 | $230K |
| Modern Wealth Management, LLC | 0.00% | New | 9,730 | $229K |
| Bridgewater Advisors Inc. | 0.01% | No change | 10,000 | $229K |
| CFO4Life Group, LLC | 0.03% | New | 9,698 | $228K |
| Tsfg, LLC | 0.03% | New | 9,620 | $226K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 9,510 | $224K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 9,493 | $223K |
| Centennial Advisors, LLC | 0.26% | Add +2.6% | 9,415 | $221K |
| Kingdom Financial Group LLC. | 0.06% | Add +1.0% | 9,234 | $217K |
| Mutual Advisors, LLC | 0.00% | New | 9,079 | $214K |
| Patron Partners, LLC | 0.08% | Reduce -14.8% | 8,994 | $212K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,990 | $211K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -39.3% | 8,983 | $211K |
| Advyzon Investment Management, LLC | 0.02% | New | 8,893 | $209K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,889 | $209K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.3% | 8,770 | $206K |
| Total Clarity Wealth Management, Inc. | 0.04% | New | 8,726 | $205K |
| James J. Burns & Company, LLC | 0.02% | Reduce -7.0% | 8,583 | $202K |
| Spire Wealth Management | 0.01% | Add +8.7% | 8,501 | $200K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.2% | 6,901 | $162K |
| CX Institutional | 0.00% | Reduce -58.9% | 6,521 | $153K |
| First United Bank & Trust | 0.04% | Reduce -29.9% | 6,286 | $148K |
| International Assets Investment Management, LLC | 0.01% | Add +12.4% | 6,124 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,384 | $127K |
| Ancora Advisors LLC | 0.00% | Reduce -9.3% | 5,089 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.1% | 4,691 | $110K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 4,639 | $109K |
| Bank of Montreal | 0.00% | Add +2498.3% | 4,599 | $108K |
| Independence Bank of Kentucky | 0.01% | No change | 4,590 | $108K |
| Blair William & Co. | 0.00% | Add +30.8% | 3,920 | $92K |
| Signature Equity Partners, LLC | 0.04% | Reduce -49.9% | 3,828 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.3% | 3,770 | $89K |
| Richardson Financial Services Inc. | 0.05% | Reduce -20.6% | 3,599 | $85K |
| Global Retirement Partners, LLC | 0.00% | — | 3,320 | $78K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 3,261 | $77K |
| Lanark Financial, Inc. | 0.00% | Add +0.5% | 2,960 | $70K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,500 | $59K |
| Realta Investment Advisors | 0.02% | No change | 2,446 | $58K |
| AlphaCore Capital LLC | 0.00% | No change | 2,430 | $57K |
| BNP Paribas Financial Markets | 0.00% | Add +989.0% | 2,178 | $51K |
| GeoWealth Management, LLC | 0.00% | New | 2,025 | $48K |
| Centennial Bank | 0.02% | Reduce -5.3% | 2,023 | $48K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,761 | $41K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -81.1% | 1,729 | $41K |
| LGT Financial Advisors LLC | 0.20% | Add +1.6% | 1,646 | $39K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,626 | $38K |
| United Financial Planning Group LLC | 0.02% | Add +12.6% | 1,481 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.3% | 1,323 | $31K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 1,291 | $30K |
| Rossby Financial, LCC | 0.01% | Add +1140.2% | 1,203 | $28K |
| First PREMIER Bank | 0.00% | No change | 1,000 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,000 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $24K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,000 | $23K |
| Vision Retirement, LLC | 0.01% | No change | 878 | $21K |
| Evolution Wealth Management Inc. | 0.01% | Add +677.4% | 824 | $19K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 810 | $19K |
| Horizon Financial Services, LLC | 0.01% | No change | 742 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.0% | 697 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $14K |
| Fiduciary Financial Advisors | 0.00% | New | 602 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 549 | $13K |
| Raleigh Capital Management Inc. | 0.00% | New | 500 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | Add +101.6% | 496 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 430 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -53.7% | 364 | $9K |
| Institute for Wealth Management, LLC. | 0.00% | New | 335 | $8K |
| Signaturefd, LLC | 0.00% | No change | 277 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 187 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | New | 176 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 132 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 56 | $1K |
| Brooklyn FI, LLC | 0.00% | New | 39 | $899 |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +300.0% | 8 | $188 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 7 | $165 |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 1 | $14 |
"% 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.