PWZ Institutional Ownership & Shareholders
INVESCO CALIFORNIA AMT-FREE (PWZ) is currently held by 123 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $863.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of PWZ tracked by InsiderSet, reporting ownership valued at approximately $428.51M 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 $403.86M, representing an estimated loss of -5.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PWZ value among the investors covered in this analysis. Major shareholders include Wealthfront Advisers Llc, Mercer Global Advisors Inc, Gerber Kawasaki Wealth & Investment Management, and several other long-term asset managers with concentrated positions in INVESCO CALIFORNIA AMT-FREE (PWZ).
This page ranks the largest institutional PWZ 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
123
Total Reported Value
$863.46M
Largest Holder
Wealthfront Advisers Llc
Largest Position
$428.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 0.82% | 17,483,077 | $428,510,217 | $403,859,079 | -$24,651,138 | -5.75% | |
| Mercer Global Advisors Inc | 0.11% | 3,478,440 | $85,256,558 | $80,351,964 | -$4,904,594 | -5.75% | |
| Gerber Kawasaki Wealth & Investment Management | 1.23% | 2,166,151 | $48,326,834 | $50,038,088 | +$1,711,254 | +3.54% | |
| Composition Wealth, Llc | 0.36% | 1,244,215 | $30,495,701 | $28,741,367 | -$1,754,335 | -5.75% | |
| Syon Capital Llc | 1.32% | 1,231,692 | $30,188,765 | $28,452,085 | -$1,736,680 | -5.75% | |
| Bank Of America Corp | 0.00% | 1,215,616 | $29,794,757 | $28,080,730 | -$1,714,027 | -5.75% | |
| Guggenheim Capital Llc | 0.16% | 1,027,646 | $25,187,603 | $23,738,623 | -$1,448,980 | -5.75% | |
| Ep Wealth Advisors, Llc | 0.07% | 788,637 | $19,329,502 | $18,217,515 | -$1,111,987 | -5.75% | |
| Lpl Financial Llc | 0.00% | 682,964 | $16,739,437 | $15,776,468 | -$962,969 | -5.75% | |
| Morgan Stanley | 0.00% | 625,770 | $15,337,644 | $14,455,287 | -$882,357 | -5.75% | |
| First Foundation Advisors | 0.33% | 379,879 | $9,310,834 | $8,775,205 | -$535,629 | -5.75% | |
| Shared Vision Wealth Group Llc | 2.62% | 310,889 | $7,619,889 | $7,181,536 | -$438,353 | -5.75% | |
| Jpmorgan Chase & Co | 0.00% | 297,671 | $7,307,844 | $6,876,200 | -$431,644 | -5.91% | |
| Pure Financial Advisors, Llc | 0.09% | 284,900 | $6,982,899 | $6,581,190 | -$401,709 | -5.75% | |
| Farther Finance Advisors, Llc | 0.05% | 306,376 | $6,835,246 | $7,077,286 | +$242,040 | +3.54% | |
| Wells Fargo & Company/Mn | 0.00% | 183,517 | $4,498,012 | $4,239,243 | -$258,769 | -5.75% | |
| Plancorp, Llc | 0.10% | 193,964 | $4,478,629 | $4,480,568 | +$1,939 | +0.04% | |
| First American Trust, Fsb | 0.25% | 169,374 | $4,151,363 | $3,912,539 | -$238,824 | -5.75% | |
| Affinity Capital Advisors, Llc | 0.47% | 180,526 | $4,018,509 | $4,170,151 | +$151,642 | +3.77% | |
| Chatterton & Associates Inc. | 2.08% | 144,898 | $3,539,858 | $3,347,144 | -$192,714 | -5.44% | |
| Keybank National Association/Oh | 0.01% | 133,243 | $3,265,788 | $3,077,913 | -$187,875 | -5.75% | |
| Elmwood Wealth Management, Inc. | 0.76% | 141,111 | $3,148,187 | $3,259,664 | +$111,477 | +3.54% | |
| Jones Financial Companies Lllp | 0.00% | 123,367 | $3,020,036 | $2,849,778 | -$170,258 | -5.64% | |
| Hennion & Walsh Asset Management, Inc. | 0.09% | 132,064 | $2,946,348 | $3,050,678 | +$104,330 | +3.54% | |
| Fmr Llc | 0.00% | 110,870 | $2,717,416 | $2,561,097 | -$156,319 | -5.75% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 106,985 | $2,386,836 | $2,471,354 | +$84,518 | +3.54% | |
| Integrated Wealth Concepts Llc | 0.02% | 96,135 | $2,356,261 | $2,220,719 | -$135,543 | -5.75% | |
| Lodestar Private Asset Management Llc | 0.19% | 97,238 | $2,169,384 | $2,246,198 | +$76,814 | +3.54% | |
| Ubs Group Ag | 0.00% | 83,031 | $2,035,089 | $1,918,016 | -$117,073 | -5.75% | |
| Simplifi, Inc. | 0.79% | 86,559 | $1,931,130 | $1,999,513 | +$68,383 | +3.54% | |
| Jane Street Group, Llc | 0.00% | 72,803 | $1,784,402 | $1,681,749 | -$102,653 | -5.75% | |
| Raymond James Financial Inc | 0.00% | 71,630 | $1,755,651 | $1,654,653 | -$100,998 | -5.75% | |
| Navigation Group, Llc | 0.34% | 77,030 | $1,718,539 | $1,779,393 | +$60,854 | +3.54% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 76,970 | $1,717,206 | $1,778,007 | +$60,801 | +3.54% | |
| Steelpeak Wealth, Llc | 0.04% | 69,240 | $1,544,745 | $1,599,444 | +$54,699 | +3.54% | |
| Tower Research Capital Llc (Trc) | 0.04% | 61,770 | $1,513,983 | $1,426,887 | -$87,096 | -5.75% | |
| Ameriprise Financial Inc | 0.00% | 60,941 | $1,493,663 | $1,407,737 | -$85,926 | -5.75% | |
| Citadel Advisors Llc | 0.00% | 58,069 | $1,423,271 | $1,341,394 | -$81,877 | -5.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,162 | $1,386,840 | $1,435,942 | +$49,102 | +3.54% | |
| Avantax Planning Partners, Inc. | 0.03% | 61,024 | $1,361,445 | $1,409,654 | +$48,209 | +3.54% | |
| Elequin Capital, Lp | 0.04% | 50,028 | $1,226,186 | $1,155,647 | -$70,539 | -5.75% | |
| Private Advisor Group, Llc | 0.01% | 47,308 | $1,159,519 | $1,092,815 | -$66,704 | -5.75% | |
| Envestnet Asset Management Inc | 0.00% | 46,329 | $1,135,529 | $1,070,200 | -$65,329 | -5.75% | |
| Compound Planning, Inc. | 0.03% | 45,611 | $1,117,934 | $1,053,614 | -$64,320 | -5.75% | |
| Cetera Investment Advisers | 0.00% | 45,549 | $1,116,413 | $1,052,182 | -$64,231 | -5.75% | |
| Mcnaughton Wealth Management, Llc | 0.38% | 49,371 | $1,101,467 | $1,140,470 | +$39,003 | +3.54% | |
| Cerity Partners Llc | 0.00% | 40,278 | $987,214 | $930,422 | -$56,792 | -5.75% | |
| Prospera Financial Services Inc | 0.01% | 38,693 | $948,328 | $893,808 | -$54,520 | -5.75% | |
| Creative Planning | 0.00% | 42,491 | $947,974 | $981,542 | +$33,568 | +3.54% | |
| Onedigital Investment Advisors Llc | 0.01% | 38,626 | $946,723 | $892,261 | -$54,462 | -5.75% |
Frequently asked questions about PWZ
Who are the largest institutional holders of PWZ?
The largest institutional holders of PWZ reported in the latest SEC Form 13F filings include Wealthfront Advisers Llc, Mercer Global Advisors Inc, Gerber Kawasaki Wealth & Investment Management, Composition Wealth, Llc, and Syon Capital Llc. InsiderSet ranks institutional holders by their latest reported PWZ position.
What is PWZ institutional ownership?
This page tracks PWZ positions reported by institutional investment managers through SEC Form 13F. INVESCO CALIFORNIA AMT-FREE (PWZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PWZ?
InsiderSet currently tracks 123 institutional managers reporting PWZ 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 PWZ shareholders.
How much PWZ stock do institutions own?
Institutional investment managers disclosed approximately $863.46M in PWZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PWZ institutional ownership last updated?
The latest PWZ 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 PWZ 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 PWZ position after the reporting date.
Are institutions buying or selling PWZ?
Institutional buying and selling can be analyzed by comparing PWZ positions across consecutive 13F reporting periods. InsiderSet's PWZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PWZ ownership changes.
How has PWZ institutional ownership changed over time?
InsiderSet tracks PWZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.