INVESCO ZACKS MID-CAP ETF (CZA) Top Institutional Shareholders
INVESCO ZACKS MID-CAP ETF (CZA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $77.11M in CZA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CZA tracked by InsiderSet, reporting ownership valued at approximately $15.10M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.29M, representing an estimated gain of +7.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed CZA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INVESCO ZACKS MID-CAP ETF (CZA).
This page ranks the largest institutional CZA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$77.11M
Largest Holder
Morgan Stanley
Largest Position
$15.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 137,095 | $15,101,021 | $16,290,396 | +$1,189,375 | +7.88% | |
| Lpl Financial Llc | 0.00% | 106,637 | $11,745,961 | $12,671,206 | +$925,245 | +7.88% | |
| Commonwealth Equity Services, Llc | 0.01% | 69,277 | $7,630,850 | $8,231,881 | +$601,031 | +7.88% | |
| Imc-Chicago, Llc | 0.06% | 35,329 | $3,891,458 | $4,197,990 | +$306,532 | +7.88% | |
| Wells Fargo & Company/Mn | 0.00% | 35,258 | $3,883,671 | $4,189,553 | +$305,882 | +7.88% | |
| Raymond James Financial Inc | 0.00% | 23,585 | $2,597,894 | $2,802,502 | +$204,608 | +7.88% | |
| Rodgers & Associates, Ltd | 0.25% | 22,167 | $2,441,675 | $2,634,007 | +$192,332 | +7.88% | |
| Pacific Sun Financial Corp | 1.04% | 19,502 | $2,148,128 | $2,317,337 | +$169,209 | +7.88% | |
| Goldman Sachs Group Inc | 0.00% | 18,732 | $2,063,313 | $2,225,841 | +$162,528 | +7.88% | |
| Truist Financial Corp | 0.00% | 18,491 | $2,036,767 | $2,197,204 | +$160,437 | +7.88% | |
| Well Done, Llc | 0.25% | 15,526 | $1,710,175 | $1,844,886 | +$134,711 | +7.88% | |
| Empirical Asset Management, Llc | 0.44% | 15,254 | $1,680,220 | $1,812,566 | +$132,346 | +7.88% | |
| Ameriprise Financial Inc | 0.00% | 14,195 | $1,585,568 | $1,686,729 | +$101,161 | +6.38% | |
| Davis Investment Partners, Llc | 0.45% | 11,475 | $1,263,961 | $1,363,524 | +$99,563 | +7.88% | |
| Ep Wealth Advisors, Llc | 0.01% | 11,053 | $1,217,478 | $1,313,379 | +$95,901 | +7.88% | |
| Royal Bank Of Canada | 0.00% | 9,613 | $1,059,000 | $1,142,270 | +$83,270 | +7.86% | |
| Independent Financial Group, Llc | 0.01% | 10,125 | $911,689 | $1,203,109 | +$291,420 | +31.96% | |
| Cetera Investment Advisers | 0.00% | 8,048 | $886,530 | $956,308 | +$69,778 | +7.87% | |
| Jones Financial Companies Lllp | 0.00% | 8,017 | $862,447 | $952,625 | +$90,178 | +10.46% | |
| Quantinno Capital Management Lp | 0.00% | 7,815 | $860,815 | $928,622 | +$67,807 | +7.88% | |
| Mml Investors Services, Llc | 0.00% | 6,967 | $767,384 | $827,858 | +$60,474 | +7.88% | |
| Savant Capital, Llc | 0.00% | 6,793 | $748,243 | $807,182 | +$58,939 | +7.88% | |
| Bank Of America Corp | 0.00% | 6,180 | $680,695 | $734,342 | +$53,647 | +7.88% | |
| Willner & Heller, Llc | 0.48% | 5,844 | $643,676 | $694,417 | +$50,741 | +7.88% | |
| Citadel Advisors Llc | 0.00% | 5,826 | $641,729 | $692,278 | +$50,549 | +7.88% | |
| Susquehanna International Group, Llp | 0.00% | 5,732 | $631,375 | $681,108 | +$49,733 | +7.88% | |
| Envestnet Asset Management Inc | 0.00% | 5,633 | $620,520 | $669,345 | +$48,825 | +7.87% | |
| Colonial River Investments, Llc | 0.21% | 5,284 | $582,028 | $627,874 | +$45,846 | +7.88% | |
| Independent Advisor Alliance | 0.01% | 4,774 | $525,825 | $567,273 | +$41,448 | +7.88% | |
| Baer Investment Advisory Llc | 0.06% | 4,177 | $460,145 | $496,335 | +$36,190 | +7.86% | |
| Victory Financial Group, Llc | 0.06% | 4,177 | $460,145 | $496,335 | +$36,190 | +7.86% | |
| Cwm, Llc | 0.00% | 3,684 | $405,750 | $437,754 | +$32,004 | +7.89% | |
| Osaic Holdings, Inc. | 0.00% | 3,681 | $405,700 | $437,397 | +$31,697 | +7.81% | |
| Captrust Financial Advisors | 0.00% | 3,202 | $352,697 | $380,480 | +$27,783 | +7.88% | |
| Kestra Advisory Services, Llc | 0.00% | 3,199 | $352,329 | $380,123 | +$27,794 | +7.89% | |
| Western Wealth Management, Llc | 0.01% | 2,834 | $312,151 | $336,752 | +$24,601 | +7.88% | |
| Mainstay Capital Management Llc | 0.02% | 2,793 | $307,646 | $331,880 | +$24,234 | +7.88% | |
| Mission Wealth Management, Lp | 0.01% | 2,695 | $296,852 | $320,235 | +$23,383 | +7.88% | |
| Flagship Harbor Advisors, Llc | 0.01% | 2,564 | $282,430 | $304,669 | +$22,239 | +7.87% | |
| Creative Planning | 0.00% | 2,499 | $275,263 | $296,945 | +$21,682 | +7.88% | |
| Quattro Advisors Llc | 0.22% | 2,305 | $253,935 | $273,893 | +$19,958 | +7.86% | |
| Fmr Llc | 0.00% | 2,210 | $243,430 | $262,605 | +$19,175 | +7.88% | |
| Private Advisor Group, Llc | 0.00% | 2,167 | $238,707 | $257,495 | +$18,788 | +7.87% | |
| Mariner, Llc | 0.00% | 1,936 | $213,260 | $230,046 | +$16,786 | +7.87% | |
| Sovran Advisors, Llc | 0.02% | 1,792 | $209,720 | $212,935 | +$3,215 | +1.53% | |
| Blackrock, Inc. | 0.00% | 1,417 | $156,081 | $168,376 | +$12,295 | +7.88% | |
| Ubs Group Ag | 0.00% | 702 | $77,324 | $83,416 | +$6,092 | +7.88% | |
| Whittier Trust Co | 0.00% | 582 | $65,102 | $69,156 | +$4,054 | +6.23% | |
| Tidemark, Llc | 0.02% | 575 | $63,336 | $68,325 | +$4,989 | +7.88% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 449 | $49,457 | $53,353 | +$3,896 | +7.88% |
Frequently asked questions about CZA
Who owns the most CZA stock?
The largest holders of CZA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO ZACKS MID-CAP ETF (CZA).
Is CZA widely held by superinvestors?
Many widely followed stocks like CZA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CZA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.