INVESCO ZACKS MID-CAP ETF (CZA) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $75.85M in CZA holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CZA tracked by InsiderSet, reporting ownership valued at approximately $12.83M in its June 30, 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 $12.71M, representing an estimated loss of -0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed CZA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, 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
58
Total Reported Value
$75.85M
Largest Holder
Lpl Financial Llc
Largest Position
$12.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 104,652 | $12,832,781 | $12,707,432 | -$125,349 | -0.98% | |
| Morgan Stanley | 0.00% | 103,198 | $12,654,642 | $12,530,879 | -$123,763 | -0.98% | |
| Commonwealth Equity Services, Llc | 0.01% | 70,010 | $8,584,880 | $8,501,006 | -$83,874 | -0.98% | |
| Wells Fargo & Company/Mn | 0.00% | 34,871 | $4,275,934 | $4,234,232 | -$41,702 | -0.98% | |
| Goldman Sachs Group Inc | 0.00% | 25,644 | $3,144,542 | $3,113,838 | -$30,704 | -0.98% | |
| Raymond James Financial Inc | 0.00% | 23,897 | $2,930,349 | $2,901,708 | -$28,641 | -0.98% | |
| Rodgers & Associates, Ltd | 0.25% | 22,167 | $2,718,182 | $2,691,641 | -$26,541 | -0.98% | |
| Pacific Sun Financial Corp | 0.96% | 18,972 | $2,326,402 | $2,303,686 | -$22,716 | -0.98% | |
| Truist Financial Corp | 0.00% | 18,474 | $2,265,337 | $2,243,217 | -$22,120 | -0.98% | |
| Empirical Asset Management, Llc | 0.44% | 16,047 | $1,967,736 | $1,948,517 | -$19,219 | -0.98% | |
| Ameriprise Financial Inc | 0.00% | 14,143 | $1,734,225 | $1,717,322 | -$16,903 | -0.97% | |
| Susquehanna International Group, Llp | 0.00% | 14,082 | $1,726,776 | $1,709,915 | -$16,861 | -0.98% | |
| Davis Investment Partners, Llc | 0.43% | 11,425 | $1,400,967 | $1,387,287 | -$13,680 | -0.98% | |
| Ep Wealth Advisors, Llc | 0.01% | 10,946 | $1,342,230 | $1,329,125 | -$13,105 | -0.98% | |
| Mml Investors Services, Llc | 0.00% | 8,193 | $1,004,589 | $994,840 | -$9,749 | -0.97% | |
| Quantinno Capital Management Lp | 0.00% | 7,969 | $977,279 | $967,641 | -$9,638 | -0.99% | |
| Huntington National Bank | 0.00% | 7,946 | $974,362 | $964,848 | -$9,514 | -0.98% | |
| Jones Financial Companies Lllp | 0.00% | 7,763 | $951,538 | $942,627 | -$8,911 | -0.94% | |
| Well Done, Llc | 0.13% | 7,580 | $929,482 | $920,406 | -$9,076 | -0.98% | |
| Cetera Investment Advisers | 0.00% | 7,391 | $906,239 | $897,457 | -$8,782 | -0.97% | |
| Savant Capital, Llc | 0.00% | 6,589 | $807,963 | $800,073 | -$7,890 | -0.98% | |
| Citadel Advisors Llc | 0.00% | 5,941 | $728,503 | $721,389 | -$7,114 | -0.98% | |
| Envestnet Asset Management Inc | 0.00% | 5,596 | $686,232 | $679,498 | -$6,734 | -0.98% | |
| Royal Bank Of Canada | 0.00% | 5,568 | $682,000 | $676,098 | -$5,902 | -0.87% | |
| J.W. Cole Advisors, Inc. | 0.01% | 5,496 | $673,971 | $667,355 | -$6,616 | -0.98% | |
| Willner & Heller, Llc | 0.42% | 5,464 | $670,031 | $663,469 | -$6,562 | -0.98% | |
| Colonial River Investments, Llc | 0.17% | 4,974 | $609,926 | $603,971 | -$5,955 | -0.98% | |
| Bank Of America Corp | 0.00% | 4,204 | $515,507 | $510,473 | -$5,034 | -0.98% | |
| Cwm, Llc | 0.00% | 3,684 | $405,750 | $447,332 | +$41,582 | +10.25% | |
| Captrust Financial Advisors | 0.00% | 3,202 | $392,639 | $388,805 | -$3,834 | -0.98% | |
| Hazlett, Burt & Watson, Inc. | 0.12% | 3,160 | $387,000 | $383,705 | -$3,295 | -0.85% | |
| Victory Financial Group, Llc | 0.04% | 2,921 | $358,153 | $354,684 | -$3,469 | -0.97% | |
| Osaic Holdings, Inc. | 0.00% | 2,849 | $349,361 | $345,942 | -$3,419 | -0.98% | |
| Mainstay Capital Management Llc | 0.03% | 2,793 | $342,486 | $339,142 | -$3,344 | -0.98% | |
| Mission Wealth Management, Lp | 0.00% | 2,695 | $330,469 | $327,242 | -$3,227 | -0.98% | |
| Kestra Advisory Services, Llc | 0.00% | 2,659 | $326,012 | $322,871 | -$3,141 | -0.96% | |
| Fmr Llc | 0.00% | 2,378 | $291,629 | $288,750 | -$2,879 | -0.99% | |
| Quattro Advisors Llc | 0.19% | 2,305 | $282,692 | $279,886 | -$2,806 | -0.99% | |
| Private Advisor Group, Llc | 0.00% | 2,167 | $265,738 | $263,129 | -$2,609 | -0.98% | |
| Sovran Advisors, Llc | 0.02% | 1,792 | $227,592 | $217,595 | -$9,997 | -4.39% | |
| First Heartland Consultants, Inc. | 0.01% | 1,699 | $208,383 | $206,302 | -$2,081 | -1.00% | |
| Blackrock, Inc. | 0.00% | 1,417 | $173,757 | $172,060 | -$1,697 | -0.98% | |
| Whittier Trust Co | 0.00% | 582 | $72,076 | $70,670 | -$1,406 | -1.95% | |
| Spectrum Wealth Advisory Group, Llc | 0.02% | 579 | $71,029 | $70,305 | -$724 | -1.02% | |
| Tidemark, Llc | 0.02% | 575 | $70,508 | $69,820 | -$688 | -0.98% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 414 | $50,766 | $50,270 | -$496 | -0.98% | |
| Clearstead Advisors, Llc | 0.00% | 321 | $39,362 | $38,978 | -$384 | -0.98% | |
| Ubs Group Ag | 0.00% | 302 | $37,032 | $36,671 | -$361 | -0.98% | |
| Harbour Investments, Inc. | 0.00% | 254 | $31,146 | $30,842 | -$304 | -0.98% | |
| Silver Grove Financial Group, Inc. | 0.01% | 216 | $26,486 | $26,228 | -$258 | -0.97% |
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.