PZA Institutional Ownership & Shareholders
INVESCO NATIONAL AMT-FREE MU (PZA) is currently held by 318 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PZA tracked by InsiderSet, reporting ownership valued at approximately $1.37B 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 $1.29B, representing an estimated loss of -6.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
318
Total Reported Value
$3.88B
Largest Holder
Bank Of America Corp
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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% | 58,451,257 | $1,374,773,549 | $1,287,096,679 | -$87,676,870 | -6.38% | |
| Ubs Group Ag | 0.09% | 24,464,378 | $575,402,171 | $538,705,604 | -$36,696,567 | -6.38% | |
| Richard Bernstein Advisors Llc | 6.07% | 9,102,497 | $209,175,402 | $200,436,984 | -$8,738,418 | -4.18% | |
| Ameriprise Financial Inc | 0.03% | 7,347,183 | $172,784,129 | $161,784,970 | -$10,999,159 | -6.37% | |
| Envestnet Asset Management Inc | 0.03% | 5,299,957 | $124,654,990 | $116,705,053 | -$7,949,937 | -6.38% | |
| Lpl Financial Llc | 0.02% | 4,047,709 | $95,202,108 | $89,130,552 | -$6,071,556 | -6.38% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 4,124,628 | $94,783,951 | $90,824,309 | -$3,959,642 | -4.18% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.24% | 4,430,218 | $94,762,354 | $97,553,400 | +$2,791,046 | +2.95% | |
| Bank Of New York Mellon Corp | 0.01% | 3,254,424 | $76,544,047 | $71,662,416 | -$4,881,631 | -6.38% | |
| Jpmorgan Chase & Co | 0.00% | 2,754,322 | $64,809,219 | $60,650,170 | -$4,159,049 | -6.42% | |
| Ep Wealth Advisors, Llc | 0.21% | 2,348,353 | $55,233,266 | $51,710,733 | -$3,522,533 | -6.38% | |
| Sofi Wealth, Llc | 1.94% | 2,349,078 | $50,246,782 | $51,726,698 | +$1,479,916 | +2.95% | |
| Morgan Stanley | 0.00% | 2,134,264 | $50,197,908 | $46,996,493 | -$3,201,415 | -6.38% | |
| Wells Fargo & Company/Mn | 0.01% | 1,948,074 | $45,818,712 | $42,896,589 | -$2,922,123 | -6.38% | |
| Arax Advisory Partners | 0.28% | 1,813,866 | $42,662,129 | $39,941,329 | -$2,720,800 | -6.38% | |
| Vestmark Advisory Solutions, Inc. | 0.39% | 1,759,425 | $41,381,664 | $38,742,539 | -$2,639,126 | -6.38% | |
| Cetera Investment Advisers | 0.03% | 1,262,470 | $29,693,269 | $27,799,589 | -$1,893,680 | -6.38% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,150,957 | $24,618,980 | $25,344,073 | +$725,093 | +2.95% | |
| Stifel Financial Corp | 0.02% | 1,028,053 | $24,179,777 | $22,637,727 | -$1,542,050 | -6.38% | |
| Sanctuary Advisors, Llc | 0.11% | 992,255 | $23,337,826 | $21,849,455 | -$1,488,371 | -6.38% | |
| Raymond James Financial Inc | 0.01% | 910,834 | $21,422,824 | $20,056,565 | -$1,366,259 | -6.38% | |
| Composition Wealth, Llc | 0.22% | 785,536 | $18,475,803 | $17,297,503 | -$1,178,300 | -6.38% | |
| Gerber Kawasaki Wealth & Investment Management | 0.45% | 826,071 | $17,669,686 | $18,190,083 | +$520,397 | +2.95% | |
| Newedge Advisors, Llc | 0.05% | 724,358 | $17,036,908 | $15,950,363 | -$1,086,545 | -6.38% | |
| Royal Bank Of Canada | 0.00% | 679,603 | $15,984,000 | $14,964,858 | -$1,019,142 | -6.38% | |
| Shepherd Financial Partners Llc | 1.29% | 665,927 | $15,662,590 | $14,663,713 | -$998,877 | -6.38% | |
| Avidian Wealth Enterprises, Llc | 0.39% | 644,939 | $13,795,255 | $14,201,557 | +$406,302 | +2.95% | |
| Vise Technologies, Inc. | 0.11% | 627,447 | $13,421,091 | $13,816,383 | +$395,292 | +2.95% | |
| Osaic Holdings, Inc. | 0.02% | 550,259 | $12,942,683 | $12,116,703 | -$825,980 | -6.38% | |
| Allworth Financial Lp | 0.05% | 534,858 | $12,579,865 | $11,777,573 | -$802,292 | -6.38% | |
| Iht Wealth Management, Llc | 0.23% | 457,954 | $10,771,091 | $10,084,147 | -$686,944 | -6.38% | |
| Thrivent Financial For Lutherans | 0.02% | 455,386 | $10,711,000 | $10,027,600 | -$683,400 | -6.38% | |
| Assetmark, Inc | 0.02% | 493,561 | $10,557,272 | $10,868,213 | +$310,941 | +2.95% | |
| Rockefeller Capital Management L.P. | 0.02% | 421,360 | $9,910,401 | $9,278,347 | -$632,054 | -6.38% | |
| Mml Investors Services, Llc | 0.02% | 408,126 | $9,599,127 | $8,986,935 | -$612,192 | -6.38% | |
| West Wealth Group, Llc | 1.42% | 428,314 | $9,161,637 | $9,431,474 | +$269,837 | +2.95% | |
| Integrated Wealth Concepts Llc | 0.06% | 381,848 | $8,981,059 | $8,408,293 | -$572,766 | -6.38% | |
| Perennial Investment Advisors, Llc | 0.59% | 377,487 | $8,878,504 | $8,312,264 | -$566,240 | -6.38% | |
| Buttonwood Financial Group, Llc | 4.41% | 409,830 | $8,762,174 | $9,024,457 | +$262,283 | +2.99% | |
| Pnc Financial Services Group, Inc. | 0.00% | 366,814 | $8,627,477 | $8,077,244 | -$550,233 | -6.38% | |
| Citadel Advisors Llc | 0.00% | 359,713 | $8,460,450 | $7,920,880 | -$539,570 | -6.38% | |
| Fifth Third Bancorp | 0.01% | 342,485 | $8,055,239 | $7,541,520 | -$513,719 | -6.38% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 322,300 | $7,580,496 | $7,097,046 | -$483,450 | -6.38% |
| Jane Street Group, Llc | 0.00% | 319,367 | $7,511,512 | $7,032,461 | -$479,051 | -6.38% | |
| Ascent Group, Llc | 0.22% | 342,926 | $7,335,178 | $7,551,231 | +$216,053 | +2.95% | |
| Us Bancorp \De\ | 0.01% | 303,040 | $7,127,519 | $6,672,941 | -$454,578 | -6.38% | |
| Stewardship Advisors, Llc | 1.45% | 325,062 | $6,953,073 | $7,157,865 | +$204,792 | +2.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 307,158 | $6,530,177 | $6,763,619 | +$233,442 | +3.57% | |
| Tortoise Investment Management, Llc | 0.47% | 265,440 | $6,243,149 | $5,844,989 | -$398,160 | -6.38% | |
| Exencial Wealth Advisors, Llc | 0.19% | 260,389 | $5,983,737 | $5,733,766 | -$249,971 | -4.18% |
Frequently asked questions about PZA
Who are the largest institutional holders of PZA?
The largest institutional holders of PZA reported in the latest SEC Form 13F filings include Bank Of America Corp, Ubs Group Ag, Richard Bernstein Advisors Llc, Ameriprise Financial Inc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported PZA position.
What is PZA institutional ownership?
This page tracks PZA positions reported by institutional investment managers through SEC Form 13F. INVESCO NATIONAL AMT-FREE MU (PZA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PZA?
InsiderSet currently tracks 318 institutional managers reporting PZA 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 PZA shareholders.
How much PZA stock do institutions own?
Institutional investment managers disclosed approximately $3.88B in PZA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PZA institutional ownership last updated?
The latest PZA 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 PZA 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 PZA position after the reporting date.
Are institutions buying or selling PZA?
Institutional buying and selling can be analyzed by comparing PZA positions across consecutive 13F reporting periods. InsiderSet's PZA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PZA ownership changes.
How has PZA institutional ownership changed over time?
InsiderSet tracks PZA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.