INVESCO NATIONAL AMT-FREE MU (PZA) Institutional Shareholders
INVESCO NATIONAL AMT-FREE MU (PZA) 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 $3.43B in PZA holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PZA tracked by InsiderSet, reporting ownership valued at approximately $1.27B 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 $1.26B, representing an estimated loss of -0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PZA value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Richard Bernstein Advisors Llc, and several other long-term asset managers with concentrated positions in INVESCO NATIONAL AMT-FREE MU (PZA).
This page ranks the largest institutional PZA 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
307
Total Reported Value
$3.43B
Largest Holder
Bank Of America Corp
Largest Position
$1.27B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 55,154,071 | $1,267,440,547 | $1,261,097,833 | -$6,342,714 | -0.50% | |
| Ubs Group Ag | 0.09% | 21,527,448 | $494,700,755 | $492,225,099 | -$2,475,656 | -0.50% | |
| Richard Bernstein Advisors Llc | 6.07% | 9,102,497 | $209,175,402 | $208,128,594 | -$1,046,808 | -0.50% | |
| Ameriprise Financial Inc | 0.04% | 7,251,944 | $166,684,386 | $165,815,700 | -$868,686 | -0.52% | |
| Envestnet Asset Management Inc | 0.03% | 5,299,957 | $124,654,990 | $121,183,517 | -$3,471,473 | -2.78% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.33% | 4,286,823 | $100,826,072 | $98,018,208 | -$2,807,864 | -2.78% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 4,124,628 | $94,783,951 | $94,309,619 | -$474,332 | -0.50% | |
| Lpl Financial Llc | 0.02% | 3,179,479 | $73,064,418 | $72,698,787 | -$365,631 | -0.50% | |
| Bank Of New York Mellon Corp | 0.01% | 2,741,415 | $62,997,713 | $62,682,454 | -$315,259 | -0.50% | |
| Morgan Stanley | 0.00% | 2,133,883 | $49,036,640 | $48,791,235 | -$245,405 | -0.50% | |
| Sofi Wealth, Llc | 2.20% | 1,983,286 | $45,575,915 | $45,347,834 | -$228,081 | -0.50% | |
| Ep Wealth Advisors, Llc | 0.20% | 1,807,607 | $41,538,811 | $41,330,934 | -$207,877 | -0.50% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 1,760,706 | $40,461,012 | $40,258,543 | -$202,469 | -0.50% | |
| Wells Fargo & Company/Mn | 0.01% | 1,569,161 | $36,059,326 | $35,878,866 | -$180,460 | -0.50% | |
| Cetera Investment Advisers | 0.03% | 1,176,652 | $27,039,469 | $26,904,148 | -$135,321 | -0.50% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,103,426 | $25,952,580 | $25,229,835 | -$722,745 | -2.78% | |
| Stifel Financial Corp | 0.02% | 1,034,769 | $23,779,006 | $23,659,993 | -$119,013 | -0.50% | |
| Composition Wealth, Llc | 0.22% | 785,536 | $18,475,803 | $17,961,281 | -$514,522 | -2.78% | |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | 734,645 | $16,882,160 | $16,797,658 | -$84,502 | -0.50% | |
| Sanctuary Advisors, Llc | 0.09% | 733,015 | $16,844,684 | $16,760,388 | -$84,296 | -0.50% | |
| Raymond James Financial Inc | 0.00% | 669,572 | $15,386,757 | $15,309,764 | -$76,993 | -0.50% | |
| Jane Street Group, Llc | 0.02% | 642,827 | $14,772,164 | $14,698,239 | -$73,925 | -0.50% | |
| Assetmark, Inc | 0.02% | 539,236 | $12,682,833 | $12,329,631 | -$353,202 | -2.78% | |
| Royal Bank Of Canada | 0.00% | 540,260 | $12,415,000 | $12,353,045 | -$61,955 | -0.50% | |
| Allworth Financial Lp | 0.05% | 531,585 | $12,215,830 | $12,154,691 | -$61,139 | -0.50% | |
| Avidian Wealth Enterprises, Llc | 0.31% | 480,354 | $11,297,929 | $10,983,294 | -$314,635 | -2.78% | |
| West Wealth Group, Llc | 2.01% | 442,800 | $10,175,555 | $10,124,622 | -$50,933 | -0.50% | |
| Iht Wealth Management, Llc | 0.23% | 427,373 | $9,821,029 | $9,771,884 | -$49,145 | -0.50% | |
| Shepherd Financial Partners Llc | 0.93% | 424,429 | $9,753,397 | $9,704,569 | -$48,828 | -0.50% | |
| Ascent Group, Llc | 0.29% | 407,832 | $9,592,211 | $9,325,079 | -$267,132 | -2.78% | |
| Osaic Holdings, Inc. | 0.01% | 410,317 | $9,429,283 | $9,381,898 | -$47,385 | -0.50% | |
| Archer Investment Management, Llc | 3.12% | 388,496 | $9,137,426 | $8,882,961 | -$254,465 | -2.78% | |
| Goldman Sachs Group Inc | 0.00% | 389,799 | $8,957,581 | $8,912,754 | -$44,827 | -0.50% | |
| Pnc Financial Services Group, Inc. | 0.01% | 376,367 | $8,648,912 | $8,605,631 | -$43,281 | -0.50% | |
| Mml Investors Services, Llc | 0.02% | 374,223 | $8,599,635 | $8,556,609 | -$43,026 | -0.50% | |
| Rockefeller Capital Management L.P. | 0.01% | 367,891 | $8,454,161 | $8,411,828 | -$42,333 | -0.50% | |
| Stewardship Advisors, Llc | 1.54% | 315,505 | $7,420,673 | $7,214,022 | -$206,651 | -2.78% | |
| Us Bancorp \De\ | 0.01% | 300,137 | $6,897,149 | $6,862,633 | -$34,516 | -0.50% | |
| Fifth Third Bancorp | 0.01% | 291,614 | $6,701,283 | $6,667,754 | -$33,529 | -0.50% | |
| Independent Advisor Alliance | 0.07% | 270,862 | $6,224,422 | $6,193,260 | -$31,162 | -0.50% | |
| Tortoise Investment Management, Llc | 0.51% | 267,836 | $6,154,871 | $6,124,070 | -$30,801 | -0.50% | |
| Simon Quick Advisors, Llc | 0.24% | 257,730 | $6,061,810 | $5,892,996 | -$168,814 | -2.78% | |
| Integrated Wealth Concepts Llc | 0.05% | 260,744 | $5,991,887 | $5,961,912 | -$29,975 | -0.50% | |
| Vestmark Advisory Solutions, Inc. | 0.07% | 260,553 | $5,987,528 | $5,957,544 | -$29,984 | -0.50% | |
| Exencial Wealth Advisors, Llc | 0.19% | 260,389 | $5,983,737 | $5,953,794 | -$29,943 | -0.50% | |
| Perigon Wealth Management, Llc | 0.11% | 251,804 | $5,786,456 | $5,757,498 | -$28,958 | -0.50% | |
| Golden State Wealth Management, Llc | 0.52% | 240,582 | $5,658,501 | $5,500,907 | -$157,594 | -2.79% | |
| Goodman Advisory Group, Llc | 1.46% | 244,404 | $5,616,393 | $5,588,297 | -$28,096 | -0.50% | |
| Seeds Investor Llc | 0.75% | 237,249 | $5,535,013 | $5,424,698 | -$110,315 | -1.99% | |
| Concurrent Investment Advisors, Llc | 0.04% | 223,380 | $5,253,888 | $5,107,584 | -$146,304 | -2.78% |
Frequently asked questions about PZA
Who owns the most PZA stock?
The largest holders of PZA 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 NATIONAL AMT-FREE MU (PZA).
Is PZA widely held by superinvestors?
Many widely followed stocks like PZA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PZA 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.