PZT Institutional Ownership & Shareholders
INVESCO NEW YORK AMT-FREE MU (PZT) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $48.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of PZT tracked by InsiderSet, reporting ownership valued at approximately $6.57M in its September 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 $6.78M, representing an estimated gain of +3.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed PZT value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO NEW YORK AMT-FREE MU (PZT).
This page ranks the largest institutional PZT 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
41
Total Reported Value
$48.96M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$6.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.19% | 319,267 | $6,570,515 | $6,781,231 | +$210,716 | +3.21% | |
| Morgan Stanley | 0.00% | 266,661 | $6,062,441 | $5,663,880 | -$398,561 | -6.57% | |
| Bank Of America Corp | 0.00% | 223,354 | $5,077,808 | $4,744,039 | -$333,769 | -6.57% | |
| Lpl Financial Llc | 0.00% | 181,469 | $4,125,615 | $3,854,402 | -$271,213 | -6.57% | |
| Guggenheim Capital Llc | 0.02% | 160,229 | $3,642,005 | $3,403,264 | -$238,741 | -6.56% | |
| Composition Wealth, Llc | 0.03% | 113,348 | $2,576,922 | $2,407,512 | -$169,410 | -6.57% | |
| Note Advisors, Llc | 0.80% | 81,448 | $1,851,688 | $1,729,956 | -$121,732 | -6.57% | |
| Tortoise Investment Management, Llc | 0.12% | 70,547 | $1,603,858 | $1,498,418 | -$105,440 | -6.57% | |
| American Financial & Tax Strategies Inc | 0.73% | 76,674 | $1,577,951 | $1,628,556 | +$50,605 | +3.21% | |
| Jane Street Group, Llc | 0.00% | 50,852 | $1,156,100 | $1,080,096 | -$76,004 | -6.57% | |
| Cetera Investment Advisers | 0.00% | 49,982 | $1,136,333 | $1,061,618 | -$74,715 | -6.58% | |
| Envestnet Asset Management Inc | 0.00% | 49,048 | $1,115,096 | $1,041,780 | -$73,316 | -6.57% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 46,092 | $1,047,884 | $978,994 | -$68,890 | -6.57% | |
| Sax Wealth Advisors, Llc | 0.03% | 48,751 | $1,003,295 | $1,035,471 | +$32,176 | +3.21% | |
| Jpmorgan Chase & Co | 0.00% | 39,794 | $902,932 | $845,225 | -$57,707 | -6.39% | |
| Mml Investors Services, Llc | 0.00% | 37,501 | $852,581 | $796,521 | -$56,060 | -6.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,193 | $822,837 | $768,739 | -$54,098 | -6.57% | |
| Ameriprise Financial Inc | 0.00% | 36,986 | $817,700 | $785,583 | -$32,117 | -3.93% | |
| Ep Wealth Advisors, Llc | 0.00% | 31,330 | $712,275 | $665,449 | -$46,826 | -6.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 29,075 | $641,685 | $617,553 | -$24,132 | -3.76% | |
| Osaic Holdings, Inc. | 0.00% | 27,625 | $628,029 | $586,755 | -$41,274 | -6.57% | |
| Arax Advisory Partners | 0.00% | 24,730 | $562,227 | $525,265 | -$36,962 | -6.57% | |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | 21,843 | $449,534 | $463,945 | +$14,411 | +3.21% | |
| Kestra Advisory Services, Llc | 0.00% | 18,035 | $410,029 | $383,063 | -$26,966 | -6.58% | |
| Elequin Capital, Lp | 0.01% | 15,767 | $358,456 | $334,891 | -$23,565 | -6.57% | |
| Wealthfront Advisers Llc | 0.00% | 14,073 | $319,944 | $298,911 | -$21,033 | -6.57% | |
| Wells Fargo & Company/Mn | 0.00% | 13,577 | $308,672 | $288,375 | -$20,297 | -6.58% | |
| Mustico Financial Group, Inc. | 0.19% | 13,369 | $295,589 | $283,958 | -$11,631 | -3.94% | |
| Cascade Financial Partners, Llc | 0.02% | 12,578 | $285,956 | $267,157 | -$18,799 | -6.57% | |
| Mcdonald Partners Llc | 0.07% | 12,342 | $280,590 | $262,144 | -$18,446 | -6.57% | |
| Susquehanna International Group, Llp | 0.00% | 12,340 | $280,545 | $262,102 | -$18,443 | -6.57% | |
| Pfg Investments, Llc | 0.01% | 11,537 | $262,282 | $245,046 | -$17,236 | -6.57% | |
| Bank Of New York Mellon Corp | 0.00% | 10,373 | $235,820 | $220,323 | -$15,497 | -6.57% | |
| Ubs Group Ag | 0.00% | 10,300 | $234,171 | $218,772 | -$15,399 | -6.58% | |
| Mercer Global Advisors Inc | 0.00% | 9,661 | $219,630 | $205,200 | -$14,430 | -6.57% | |
| Royal Bank Of Canada | 0.00% | 8,838 | $201,000 | $187,719 | -$13,281 | -6.61% | |
| Godfrey Financial Associates, Inc. | 0.15% | 8,547 | $194,313 | $181,538 | -$12,775 | -6.57% | |
| Cwm, Llc | 0.00% | 2,700 | $59,589 | $57,348 | -$2,241 | -3.76% | |
| Jones Financial Companies Lllp | 0.00% | 2,219 | $50,172 | $47,132 | -$3,040 | -6.06% | |
| Gamma Investing Llc | 0.00% | 1,079 | $22,206 | $22,918 | +$712 | +3.21% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,112 | $435 | $405,939 | +$405,504 | +93219.28% |
Frequently asked questions about PZT
Who are the largest institutional holders of PZT?
The largest institutional holders of PZT reported in the latest SEC Form 13F filings include Hennion & Walsh Asset Management, Inc., Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported PZT position.
What is PZT institutional ownership?
This page tracks PZT positions reported by institutional investment managers through SEC Form 13F. INVESCO NEW YORK AMT-FREE MU (PZT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PZT?
InsiderSet currently tracks 41 institutional managers reporting PZT 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 PZT shareholders.
How much PZT stock do institutions own?
Institutional investment managers disclosed approximately $48.96M in PZT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PZT institutional ownership last updated?
The latest PZT 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 PZT 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 PZT position after the reporting date.
Are institutions buying or selling PZT?
Institutional buying and selling can be analyzed by comparing PZT positions across consecutive 13F reporting periods. InsiderSet's PZT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PZT ownership changes.
How has PZT institutional ownership changed over time?
InsiderSet tracks PZT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.