INVESCO CALIFORNIA AMT-FREE (PWZ) Institutional Shareholders
INVESCO CALIFORNIA AMT-FREE (PWZ) 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 $810.39M in PWZ holdings during the latest filing period.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of PWZ tracked by InsiderSet, reporting ownership valued at approximately $415.59M 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 $418.38M, representing an estimated gain of +0.67% 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
129
Total Reported Value
$810.39M
Largest Holder
Wealthfront Advisers Llc
Largest Position
$415.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 0.91% | 17,410,759 | $415,594,817 | $418,380,539 | +$2,785,722 | +0.67% | |
| Mercer Global Advisors Inc | 0.10% | 2,939,392 | $70,163,286 | $70,633,590 | +$470,304 | +0.67% | |
| Gerber Kawasaki Wealth & Investment Management | 1.45% | 1,912,976 | $45,680,444 | $45,968,813 | +$288,369 | +0.63% | |
| Composition Wealth, Llc | 0.36% | 1,244,215 | $30,495,701 | $29,898,486 | -$597,215 | -1.96% | |
| Syon Capital Llc | 1.45% | 1,205,055 | $28,764,662 | $28,957,472 | +$192,810 | +0.67% | |
| Bank Of America Corp | 0.00% | 1,053,233 | $25,140,664 | $25,309,189 | +$168,525 | +0.67% | |
| Guggenheim Capital Llc | 0.16% | 856,961 | $20,455,659 | $20,592,773 | +$137,114 | +0.67% | |
| Ep Wealth Advisors, Llc | 0.09% | 751,558 | $17,939,688 | $18,059,939 | +$120,251 | +0.67% | |
| Lpl Financial Llc | 0.00% | 633,869 | $15,130,451 | $15,231,872 | +$101,421 | +0.67% | |
| Morgan Stanley | 0.00% | 588,281 | $14,042,303 | $14,136,392 | +$94,089 | +0.67% | |
| First Foundation Advisors | 0.36% | 379,319 | $9,054,356 | $9,115,036 | +$60,680 | +0.67% | |
| Shared Vision Wealth Group Llc | 2.62% | 310,889 | $7,619,889 | $7,470,663 | -$149,226 | -1.96% | |
| Pure Financial Advisors, Llc | 0.09% | 271,638 | $6,483,999 | $6,527,461 | +$43,462 | +0.67% | |
| Robertson Stephens Wealth Management, Llc | 0.14% | 238,198 | $5,838,237 | $5,723,898 | -$114,339 | -1.96% | |
| Wells Fargo & Company/Mn | 0.00% | 234,391 | $5,594,924 | $5,632,416 | +$37,492 | +0.67% | |
| First American Trust, Fsb | 0.28% | 177,081 | $4,226,929 | $4,255,256 | +$28,327 | +0.67% | |
| Beacon Pointe Advisors, Llc | 0.02% | 154,995 | $3,699,722 | $3,724,530 | +$24,808 | +0.67% | |
| Chatterton & Associates Inc. | 2.08% | 144,898 | $3,539,858 | $3,481,899 | -$57,959 | -1.64% | |
| Elmwood Wealth Management, Inc. | 0.86% | 141,077 | $3,457,798 | $3,390,080 | -$67,718 | -1.96% | |
| Mariner, Llc | 0.00% | 140,618 | $3,356,555 | $3,379,051 | +$22,496 | +0.67% | |
| Keybank National Association/Oh | 0.01% | 133,243 | $3,265,788 | $3,201,829 | -$63,959 | -1.96% | |
| Affinity Capital Advisors, Llc | 0.37% | 123,281 | $3,028,398 | $2,962,442 | -$65,956 | -2.18% | |
| Hightower Advisors, Llc | 0.00% | 123,870 | $2,956,779 | $2,976,596 | +$19,817 | +0.67% | |
| Jones Financial Companies Lllp | 0.00% | 120,130 | $2,850,676 | $2,886,724 | +$36,048 | +1.26% | |
| Farther Finance Advisors, Llc | 0.02% | 100,617 | $2,466,133 | $2,417,827 | -$48,306 | -1.96% | |
| Integrated Wealth Concepts Llc | 0.02% | 99,781 | $2,381,766 | $2,397,737 | +$15,971 | +0.67% | |
| Fmr Llc | 0.00% | 92,762 | $2,214,221 | $2,229,071 | +$14,850 | +0.67% | |
| Lodestar Private Asset Management Llc | 0.19% | 89,454 | $2,192,522 | $2,149,580 | -$42,942 | -1.96% | |
| Simplifi, Inc. | 0.83% | 85,725 | $2,101,112 | $2,059,972 | -$41,140 | -1.96% | |
| Jane Street Group, Llc | 0.00% | 86,711 | $2,069,792 | $2,083,665 | +$13,873 | +0.67% | |
| Allworth Financial Lp | 0.01% | 86,585 | $2,066,787 | $2,080,638 | +$13,851 | +0.67% | |
| Ubs Group Ag | 0.00% | 82,761 | $1,975,505 | $1,988,747 | +$13,242 | +0.67% | |
| Navigation Group, Llc | 0.37% | 77,030 | $1,888,005 | $1,851,031 | -$36,974 | -1.96% | |
| Steelpeak Wealth, Llc | 0.05% | 74,450 | $1,824,770 | $1,789,034 | -$35,737 | -1.96% | |
| Raymond James Financial Inc | 0.00% | 69,887 | $1,668,203 | $1,679,385 | +$11,182 | +0.67% | |
| Compound Planning, Inc. | 0.05% | 69,690 | $1,663,505 | $1,674,651 | +$11,146 | +0.67% | |
| Mcnaughton Wealth Management, Llc | 0.55% | 63,304 | $1,551,581 | $1,521,195 | -$30,386 | -1.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,111 | $1,546,860 | $1,516,557 | -$30,303 | -1.96% | |
| Ameriprise Financial Inc | 0.00% | 64,712 | $1,544,677 | $1,555,029 | +$10,352 | +0.67% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.02% | 48,510 | $1,188,981 | $1,165,695 | -$23,286 | -1.96% | |
| Private Advisor Group, Llc | 0.01% | 47,308 | $1,159,519 | $1,136,811 | -$22,708 | -1.96% | |
| Susquehanna International Group, Llp | 0.00% | 45,252 | $1,080,165 | $1,087,406 | +$7,241 | +0.67% | |
| Focus Wealth Advisors, Llc | 0.49% | 43,481 | $1,065,728 | $1,044,848 | -$20,880 | -1.96% | |
| Prospera Financial Services Inc | 0.01% | 38,693 | $948,328 | $929,793 | -$18,535 | -1.95% | |
| Atlas Legacy Advisors, Llc | 0.14% | 37,887 | $928,610 | $910,425 | -$18,185 | -1.96% | |
| Cetera Investment Advisers | 0.00% | 37,336 | $891,201 | $897,184 | +$5,983 | +0.67% | |
| Envestnet Asset Management Inc | 0.00% | 35,313 | $842,929 | $848,571 | +$5,642 | +0.67% | |
| Quantinno Capital Management Lp | 0.00% | 35,059 | $836,858 | $842,468 | +$5,610 | +0.67% | |
| Impact Investors, Inc | 0.60% | 33,293 | $816,011 | $800,031 | -$15,980 | -1.96% | |
| Destination Wealth Management | 0.02% | 33,816 | $807,188 | $812,598 | +$5,410 | +0.67% |
Frequently asked questions about PWZ
Who owns the most PWZ stock?
The largest holders of PWZ 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 CALIFORNIA AMT-FREE (PWZ).
Is PWZ widely held by superinvestors?
Many widely followed stocks like PWZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PWZ 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.