INVESCO EXCHANGE-TRADED FUND TRUST - CZA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BANK | History | New | 360,000 | 39,889 | 0.06% | — | 1 | +360,000 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 130,230 | 14,430 | 0.0% | 0.0% | 2 | +1,176 | 0.91% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 108,857 | 12,061 | 0.0% | 0.0% | 3 | -3,696 | -3.28% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 74,342 | 8,237 | 0.01% | 0.01% | 4 | -2,749 | -3.57% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 36,269 | 4,018 | 0.0% | 0.0% | 5 | -754 | -2.04% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,776 | 3,188 | 0.01% | 0.01% | 6 | +276 | 0.97% | Q4 2025 | Feb 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 27,990 | 3,101 | 0.0% | 0.0% | 7 | +11,848 | 73.4% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,281 | 2,690 | 0.0% | 0.0% | 8 | +5,485 | 29.18% | Q4 2025 | Feb 18, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 24,216 | 2,683 | 0.27% | 0.28% | 9 | -246 | -1.01% | Q4 2025 | Jan 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 19,562 | 2,167 | 1.04% | 1.05% | 10 | -250 | -1.26% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,139 | 1,899 | 0.0% | 0.0% | 11 | +2,013 | 13.31% | Q4 2025 | Feb 02, 2026 |
| Empirical Asset Management, LLC | History | Added to | 15,926 | 1,764 | 0.5% | 0.3% | 12 | +6,105 | 62.16% | Q4 2025 | Feb 06, 2026 |
| Well Done, LLC | History | No change | 15,535 | 1,721 | 0.26% | 0.29% | 13 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,467 | 1,713 | 0.0% | 0.0% | 14 | -1,177 | -7.07% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 13,477 | 1,493 | 0.0% | 0.0% | 15 | +2,798 | 26.2% | Q4 2025 | Mar 25, 2026 |
| Davis Investment Partners, LLC | History | No change | 11,575 | 1,291 | 0.45% | 0.43% | 16 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,407 | 1,263 | 0.01% | — | 17 | +11,407 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,413 | 1,069 | 0.0% | 0.0% | 18 | +10 | 0.11% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,014 | 998 | 0.0% | — | 19 | +9,014 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,529 | 944 | 0.0% | 0.0% | 20 | +412 | 5.08% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,365 | 926 | 0.0% | — | 21 | +8,365 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 7,815 | 865 | 0.0% | — | 22 | +7,815 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,377 | 817 | 0.0% | 0.0% | 23 | -128 | -1.71% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | No change | 7,159 | 793 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,320 | 700 | 0.0% | 0.0% | 25 | +192 | 3.13% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,295 | 697 | 0.02% | 0.01% | 26 | -238 | -3.64% | Q4 2025 | Feb 11, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 6,108 | 676 | 0.49% | 0.58% | 27 | -721 | -10.56% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,780 | 640 | 0.0% | 0.0% | 28 | -45 | -0.77% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 5,294 | 586 | 0.01% | 0.01% | 30 | +827 | 18.51% | Q4 2025 | Feb 19, 2026 |
| Colonial River Investments, LLC | History | Reduced | 5,294 | 586 | 0.21% | 0.23% | 29 | -271 | -4.87% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,098 | 564 | 0.0% | 0.0% | 31 | +559 | 12.32% | Q4 2025 | Feb 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,289 | 475 | 0.06% | 0.08% | 32 | -928 | -17.79% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 4,260 | 472 | 0.0% | 0.0% | 33 | -28 | -0.65% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,934 | 436 | 0.0% | 0.0% | 34 | -1,397 | -26.21% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,524 | 390 | 0.0% | 0.0% | 35 | -46 | -1.29% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,435 | 381 | 0.12% | 0.13% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,202 | 354 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,177 | 352 | 0.01% | 0.01% | 38 | -508 | -13.79% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,140 | 347 | 0.0% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,863 | 317 | 0.01% | 0.02% | 40 | +71 | 2.54% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,633 | 291 | 0.01% | 0.01% | 41 | -58 | -2.16% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Reduced | 2,510 | 278 | 0.0% | 0.0% | 42 | -336 | -11.81% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,383 | 264 | 0.0% | 0.0% | 43 | -228 | -8.73% | Q4 2025 | Feb 17, 2026 |
| Quattro Advisors LLC | History | New | 2,318 | 256 | 0.2% | — | 44 | +2,318 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | No change | 2,210 | 244 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 2,011 | 222 | 0.0% | 0.0% | 46 | -49 | -2.38% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | New | 1,792 | 206 | 0.02% | — | 47 | +1,792 | New | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,012 | 112 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tidemark, LLC | History | No change | 604 | 66 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 449 | 49 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 414 | 45 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Services Inc | History | No change | 388 | 42 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 321 | 35 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 254 | 28 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 180 | 19 | 0.0% | — | 55 | +180 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 127 | 14 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135 | 14 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 113 | 12 | 0.0% | — | 58 | +113 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 111 | 12 | 0.0% | — | 59 | +111 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 83 | 9 | 0.0% | 0.0% | 60 | -5 | -5.68% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | New | 32 | 3 | 0.0% | — | 61 | +32 | New | Q4 2025 | Mar 16, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -7,634 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,091 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 18, 2025 |