CZA Institutional Ownership & Shareholders
INVESCO ZACKS MID-CAP ETF (CZA) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $74.88M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $13.32M, representing an estimated gain of +3.81% 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
56
Total Reported Value
$74.88M
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 | $13,321,938 | +$489,157 | +3.81% | |
| Morgan Stanley | 0.00% | 103,198 | $12,654,642 | $13,136,847 | +$482,205 | +3.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 69,001 | $8,152,990 | $8,783,655 | +$630,665 | +7.74% | |
| Wells Fargo & Company/Mn | 0.00% | 34,871 | $4,275,934 | $4,438,991 | +$163,057 | +3.81% | |
| Goldman Sachs Group Inc | 0.00% | 25,644 | $3,144,542 | $3,264,417 | +$119,875 | +3.81% | |
| Raymond James Financial Inc | 0.00% | 23,897 | $2,930,349 | $3,042,028 | +$111,679 | +3.81% | |
| Rodgers & Associates, Ltd | 0.24% | 21,687 | $2,562,477 | $2,760,701 | +$198,224 | +7.74% | |
| Pacific Sun Financial Corp | 0.96% | 18,972 | $2,326,402 | $2,415,088 | +$88,686 | +3.81% | |
| Truist Financial Corp | 0.00% | 18,476 | $2,183,074 | $2,351,949 | +$168,875 | +7.74% | |
| Empirical Asset Management, Llc | 0.44% | 16,047 | $1,967,736 | $2,042,743 | +$75,007 | +3.81% | |
| Ameriprise Financial Inc | 0.00% | 14,143 | $1,734,225 | $1,800,369 | +$66,144 | +3.81% | |
| Susquehanna International Group, Llp | 0.00% | 14,082 | $1,726,776 | $1,792,603 | +$65,827 | +3.81% | |
| Davis Investment Partners, Llc | 0.43% | 11,425 | $1,400,967 | $1,454,374 | +$53,407 | +3.81% | |
| Ep Wealth Advisors, Llc | 0.01% | 10,946 | $1,342,230 | $1,393,398 | +$51,168 | +3.81% | |
| Mml Investors Services, Llc | 0.00% | 8,193 | $1,004,589 | $1,042,948 | +$38,359 | +3.82% | |
| Quantinno Capital Management Lp | 0.00% | 7,969 | $977,279 | $1,014,434 | +$37,155 | +3.80% | |
| Huntington National Bank | 0.00% | 7,946 | $974,362 | $1,011,506 | +$37,144 | +3.81% | |
| Jones Financial Companies Lllp | 0.00% | 7,763 | $951,538 | $988,210 | +$36,672 | +3.85% | |
| Cetera Investment Advisers | 0.00% | 7,391 | $906,239 | $940,856 | +$34,617 | +3.82% | |
| Well Done, Llc | 0.12% | 7,580 | $895,633 | $964,915 | +$69,282 | +7.74% | |
| Savant Capital, Llc | 0.00% | 6,589 | $807,963 | $838,763 | +$30,800 | +3.81% | |
| Citadel Advisors Llc | 0.00% | 5,941 | $728,503 | $756,274 | +$27,771 | +3.81% | |
| Envestnet Asset Management Inc | 0.00% | 5,596 | $686,232 | $712,357 | +$26,125 | +3.81% | |
| Royal Bank Of Canada | 0.00% | 5,568 | $682,000 | $708,792 | +$26,792 | +3.93% | |
| J.W. Cole Advisors, Inc. | 0.01% | 5,496 | $673,971 | $699,627 | +$25,656 | +3.81% | |
| Willner & Heller, Llc | 0.39% | 5,261 | $621,584 | $669,712 | +$48,128 | +7.74% | |
| Bank Of America Corp | 0.00% | 4,204 | $515,507 | $535,159 | +$19,652 | +3.81% | |
| Colonial River Investments, Llc | 0.11% | 3,594 | $424,657 | $457,507 | +$32,850 | +7.74% | |
| Cwm, Llc | 0.00% | 3,684 | $405,750 | $468,964 | +$63,214 | +15.58% | |
| Captrust Financial Advisors | 0.00% | 3,202 | $392,639 | $407,607 | +$14,968 | +3.81% | |
| Hazlett, Burt & Watson, Inc. | 0.12% | 3,160 | $387,000 | $402,260 | +$15,260 | +3.94% | |
| Osaic Holdings, Inc. | 0.00% | 2,849 | $349,361 | $362,671 | +$13,310 | +3.81% | |
| Victory Financial Group, Llc | 0.03% | 2,921 | $345,110 | $371,836 | +$26,726 | +7.74% | |
| Mainstay Capital Management Llc | 0.03% | 2,793 | $342,486 | $355,542 | +$13,056 | +3.81% | |
| Mission Wealth Management, Lp | 0.01% | 2,695 | $318,434 | $343,067 | +$24,633 | +7.74% | |
| Kestra Advisory Services, Llc | 0.00% | 2,659 | $314,140 | $338,484 | +$24,344 | +7.75% | |
| Creative Planning | 0.00% | 2,499 | $295,275 | $318,116 | +$22,841 | +7.74% | |
| Fmr Llc | 0.00% | 2,378 | $291,629 | $302,713 | +$11,084 | +3.80% | |
| Quattro Advisors Llc | 0.19% | 2,305 | $282,692 | $293,421 | +$10,729 | +3.80% | |
| Private Advisor Group, Llc | 0.00% | 2,167 | $265,738 | $275,854 | +$10,116 | +3.81% | |
| Sovran Advisors, Llc | 0.02% | 1,792 | $226,330 | $228,117 | +$1,787 | +0.79% | |
| Blackrock, Inc. | 0.00% | 1,417 | $173,757 | $180,381 | +$6,624 | +3.81% | |
| Whittier Trust Co | 0.00% | 582 | $72,076 | $74,087 | +$2,011 | +2.79% | |
| Tidemark, Llc | 0.02% | 575 | $70,508 | $73,196 | +$2,688 | +3.81% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 414 | $50,766 | $52,701 | +$1,935 | +3.81% | |
| Clearstead Advisors, Llc | 0.00% | 321 | $39,362 | $40,862 | +$1,500 | +3.81% | |
| Ubs Group Ag | 0.00% | 302 | $37,032 | $38,444 | +$1,412 | +3.81% | |
| Harbour Investments, Inc. | 0.00% | 254 | $31,146 | $32,334 | +$1,188 | +3.81% | |
| Silver Grove Financial Group, Inc. | 0.01% | 216 | $26,486 | $27,496 | +$1,010 | +3.81% | |
| Jpmorgan Chase & Co | 0.00% | 210 | $25,753 | $26,732 | +$979 | +3.80% |
Frequently asked questions about CZA
Who are the largest institutional holders of CZA?
The largest institutional holders of CZA reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Commonwealth Equity Services, Llc, Wells Fargo & Company/Mn, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported CZA position.
What is CZA institutional ownership?
This page tracks CZA positions reported by institutional investment managers through SEC Form 13F. INVESCO ZACKS MID-CAP ETF (CZA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CZA?
InsiderSet currently tracks 56 institutional managers reporting CZA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CZA shareholders.
How much CZA stock do institutions own?
Institutional investment managers disclosed approximately $74.88M in CZA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CZA institutional ownership last updated?
The latest CZA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CZA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CZA position after the reporting date.
Are institutions buying or selling CZA?
Institutional buying and selling can be analyzed by comparing CZA positions across consecutive 13F reporting periods. InsiderSet's CZA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CZA ownership changes.
How has CZA institutional ownership changed over time?
InsiderSet tracks CZA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.