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 $860.50M 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 $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 $402.98M, representing an estimated loss of -5.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
125
Total Reported Value
$860.50M
Largest Holder
Wealthfront Advisers Llc
Largest Position
$428.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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 | $402,984,925 | -$25,525,292 | -5.96% | |
| Mercer Global Advisors Inc | 0.11% | 3,478,440 | $85,256,558 | $80,178,042 | -$5,078,516 | -5.96% | |
| Gerber Kawasaki Wealth & Investment Management | 1.37% | 2,093,022 | $51,299,955 | $48,244,157 | -$3,055,798 | -5.96% | |
| Composition Wealth, Llc | 0.36% | 1,244,215 | $30,495,701 | $28,679,156 | -$1,816,545 | -5.96% | |
| Syon Capital Llc | 1.32% | 1,231,692 | $30,188,765 | $28,390,501 | -$1,798,264 | -5.96% | |
| Bank Of America Corp | 0.00% | 1,215,616 | $29,794,757 | $28,019,949 | -$1,774,808 | -5.96% | |
| Guggenheim Capital Llc | 0.16% | 1,027,646 | $25,187,603 | $23,687,240 | -$1,500,363 | -5.96% | |
| Ep Wealth Advisors, Llc | 0.07% | 788,637 | $19,329,502 | $18,178,083 | -$1,151,419 | -5.96% | |
| Lpl Financial Llc | 0.00% | 682,964 | $16,739,437 | $15,742,320 | -$997,117 | -5.96% | |
| Morgan Stanley | 0.00% | 625,770 | $15,337,644 | $14,423,999 | -$913,646 | -5.96% | |
| First Foundation Advisors | 0.33% | 379,879 | $9,310,834 | $8,756,211 | -$554,623 | -5.96% | |
| Shared Vision Wealth Group Llc | 2.62% | 310,889 | $7,619,889 | $7,165,991 | -$453,898 | -5.96% | |
| Jpmorgan Chase & Co | 0.00% | 297,671 | $7,307,844 | $6,861,317 | -$446,527 | -6.11% | |
| Pure Financial Advisors, Llc | 0.09% | 284,900 | $6,982,899 | $6,566,945 | -$415,954 | -5.96% | |
| Robertson Stephens Wealth Management, Llc | 0.14% | 238,198 | $5,838,237 | $5,490,464 | -$347,773 | -5.96% | |
| Wells Fargo & Company/Mn | 0.00% | 183,517 | $4,498,012 | $4,230,067 | -$267,945 | -5.96% | |
| First American Trust, Fsb | 0.25% | 169,374 | $4,151,363 | $3,904,071 | -$247,292 | -5.96% | |
| Chatterton & Associates Inc. | 2.08% | 144,898 | $3,539,858 | $3,339,899 | -$199,959 | -5.65% | |
| Elmwood Wealth Management, Inc. | 0.86% | 141,077 | $3,457,798 | $3,251,825 | -$205,973 | -5.96% | |
| Keybank National Association/Oh | 0.01% | 133,243 | $3,265,788 | $3,071,251 | -$194,537 | -5.96% | |
| Affinity Capital Advisors, Llc | 0.37% | 123,281 | $3,028,398 | $2,841,627 | -$186,771 | -6.17% | |
| Jones Financial Companies Lllp | 0.00% | 123,367 | $3,020,036 | $2,843,609 | -$176,427 | -5.84% | |
| Fmr Llc | 0.00% | 110,870 | $2,717,416 | $2,555,554 | -$161,863 | -5.96% | |
| Farther Finance Advisors, Llc | 0.02% | 100,617 | $2,466,133 | $2,319,222 | -$146,911 | -5.96% | |
| Integrated Wealth Concepts Llc | 0.02% | 96,135 | $2,356,261 | $2,215,912 | -$140,349 | -5.96% | |
| Lodestar Private Asset Management Llc | 0.19% | 89,454 | $2,192,522 | $2,061,915 | -$130,607 | -5.96% | |
| Simplifi, Inc. | 0.83% | 85,725 | $2,101,112 | $1,975,961 | -$125,151 | -5.96% | |
| Ubs Group Ag | 0.00% | 83,031 | $2,035,089 | $1,913,865 | -$121,224 | -5.96% | |
| Navigation Group, Llc | 0.37% | 77,030 | $1,888,005 | $1,775,542 | -$112,464 | -5.96% | |
| Steelpeak Wealth, Llc | 0.05% | 74,450 | $1,824,770 | $1,716,073 | -$108,698 | -5.96% | |
| Jane Street Group, Llc | 0.00% | 72,803 | $1,784,402 | $1,678,109 | -$106,293 | -5.96% | |
| Raymond James Financial Inc | 0.00% | 71,630 | $1,755,651 | $1,651,072 | -$104,580 | -5.96% | |
| Mcnaughton Wealth Management, Llc | 0.55% | 63,304 | $1,551,581 | $1,459,157 | -$92,424 | -5.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,111 | $1,546,860 | $1,454,709 | -$92,151 | -5.96% | |
| Tower Research Capital Llc (Trc) | 0.04% | 61,770 | $1,513,983 | $1,423,799 | -$90,185 | -5.96% | |
| Ameriprise Financial Inc | 0.00% | 60,941 | $1,493,663 | $1,404,690 | -$88,973 | -5.96% | |
| Citadel Advisors Llc | 0.00% | 58,069 | $1,423,271 | $1,338,490 | -$84,781 | -5.96% | |
| Elequin Capital, Lp | 0.04% | 50,028 | $1,226,186 | $1,153,145 | -$73,041 | -5.96% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.02% | 48,510 | $1,188,981 | $1,118,156 | -$70,826 | -5.96% | |
| Private Advisor Group, Llc | 0.01% | 47,308 | $1,159,519 | $1,090,449 | -$69,070 | -5.96% | |
| Envestnet Asset Management Inc | 0.00% | 46,329 | $1,135,529 | $1,067,883 | -$67,646 | -5.96% | |
| Compound Planning, Inc. | 0.03% | 45,611 | $1,117,934 | $1,051,334 | -$66,600 | -5.96% | |
| Cetera Investment Advisers | 0.00% | 45,549 | $1,116,413 | $1,049,904 | -$66,509 | -5.96% | |
| Focus Wealth Advisors, Llc | 0.49% | 43,481 | $1,065,728 | $1,002,237 | -$63,491 | -5.96% | |
| Cerity Partners Llc | 0.00% | 40,278 | $987,214 | $928,408 | -$58,806 | -5.96% | |
| Prospera Financial Services Inc | 0.01% | 38,693 | $948,328 | $891,874 | -$56,454 | -5.95% | |
| Onedigital Investment Advisors Llc | 0.01% | 38,626 | $946,723 | $890,329 | -$56,394 | -5.96% | |
| Atlas Legacy Advisors, Llc | 0.14% | 37,887 | $928,610 | $873,295 | -$55,315 | -5.96% | |
| Quantinno Capital Management Lp | 0.00% | 37,685 | $923,659 | $868,639 | -$55,020 | -5.96% | |
| Susquehanna International Group, Llp | 0.00% | 35,204 | $862,850 | $811,452 | -$51,398 | -5.96% |
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.