Vault-13

INVESCO EXCHANGE TRADED FD T CZA

ZACKS MID CAP · ETP · CUSIP 46137Y401

59 institutional holders -4 vs Q1 2026
633,684633.7k shares reported held*
$78.7mreported value*
4 new 10 added 22 reduced 7 sold out net sold ≈ $9.0m (-81.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $124.17.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 57Q4 22: 56Q1 23: 57Q2 23: 55Q3 23: 53Q4 23: 62Q1 24: 55Q2 24: 58Q3 24: 57Q4 24: 56Q1 25: 56Q2 25: 56Q3 25: 60Q4 25: 62Q1 26: 63Q2 26: 5959Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202257
Q4 202256
Q1 202357
Q2 202355
Q3 202353
Q4 202362
Q1 202455
Q2 202458
Q3 202457
Q4 202456
Q1 202556
Q2 202556
Q3 202560
Q4 202562
Q1 202663
Q2 202659

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 14 bought or addedQ3 24: 28 cut or sold outQ4 24: 23 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 29 cut or sold outQ2 25: 20 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 29 cut or sold outQ4 25: 21 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 16 bought or addedQ1 26: 42 cut or sold outQ2 26: 14 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241428
Q4 20242319
Q1 20251429
Q2 20252027
Q3 20251529
Q4 20252131
Q1 20261642
Q2 20261429

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +8,350+8.3k
HUNTINGTON NATIONAL BANK New +7,946+7.9k
GOLDMAN SACHS GROUP INC Added +6,912+6.9k
J.W. COLE ADVISORS, INC. New +5,496+5.5k
First Heartland Consultants, Inc. New +1,699+1.7k
MML INVESTORS SERVICES, LLC Added +1,226+1.2k
Empirical Asset Management, LLC Added +793+793
COMMONWEALTH EQUITY SERVICES, LLC Added +733+733
Spectrum Wealth Advisory Group, LLC New +579+579
RAYMOND JAMES FINANCIAL INC Added +312+312

Biggest sellers

IMC-Chicago, LLC Sold out -35,329-35.3k
MORGAN STANLEY Reduced -33,897-33.9k
Well Done, LLC Reduced -7,946-7.9k
Independent Advisor Alliance Sold out -4,774-4.8k
Cambridge Investment Research Advisors, Inc. Reduced -4,557-4.6k
ROYAL BANK OF CANADA Reduced -4,045-4.0k
Western Wealth Management, LLC Sold out -2,834-2.8k
FLAGSHIP HARBOR ADVISORS, LLC Sold out -2,564-2.6k
LPL Financial LLC Reduced -1,985-2.0k
BANK OF AMERICA CORP /DE/ Reduced -1,976-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 104,652104.7k $12.8m $12.8m 0.00% Reduced -2.0k -1,985
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 103,198103.2k $12.7m $12.7m 0.00% Reduced -33.9k -33,897
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 70,01070.0k $8.6m $8.6m 0.01% Added +733 +733
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,87134.9k $4.3m $4.3m 0.00% Reduced -387 -387
5 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 25,64425.6k $3.1m $3.1m 0.00% Added +6.9k +6,912
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 23,89723.9k $2.9m $2.9m 0.00% Added +312 +312
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,47323.5k $2.9m $2.9m 0.00% Reduced -4.6k -4,557
8 Rodgers & Associates, LTD 0.25% of their portfolio Lancaster, PA 22,16722.2k $2.7m $2.7m 0.25% Unchanged
9 Pacific Sun Financial Corp 0.96% of their portfolio LOS ANGELES, CA 18,97219.0k $2.3m $2.3m 0.96% Reduced -530 -530
10 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,47418.5k $2.3m $2.3m 0.00% Reduced -17 -17
11 Empirical Asset Management, LLC 0.44% of their portfolio WELLESLEY, MA 16,04716.0k $2.0m $2.0m 0.44% Added +793 +793
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,14314.1k $1.7m $1.7m 0.00% Reduced -52 -52
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,08214.1k $1.7m $1.7m 0.00% Added +8.3k +8,350
14 Davis Investment Partners, LLC 0.43% of their portfolio CHARLOTTE, NC 11,42511.4k $1.4m $1.4m 0.43% Reduced -50 -50
15 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 10,94610.9k $1.3m $1.3m 0.01% Reduced -107 -107
16 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,1938.2k $1.0m $1.0m 0.00% Added +1.2k +1,226
17 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 7,9698.0k $977.3k $977.3k 0.00% Added +154 +154
18 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 7,9467.9k $974.4k $974.4k 0.00% New
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,7637.8k $951.5k $951.5k 0.00% Reduced -254 -254
20 Well Done, LLC 0.13% of their portfolio HOLLAND, MI 7,5807.6k $929.5k $929.5k 0.13% Reduced -7.9k -7,946
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,3917.4k $906.2k $906.2k 0.00% Reduced -657 -657
22 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 6,5896.6k $808.0k $808.0k 0.00% Reduced -204 -204
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,9415.9k $728.5k $728.5k 0.00% Added +115 +115
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,5965.6k $686.2k $686.2k 0.00% Reduced -37 -37
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,5685.6k $682.0k $682.0k 0.00% Reduced -4.0k -4,045
26 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,4965.5k $674.0k $674.0k 0.01% New
27 WILLNER & HELLER, LLC 0.42% of their portfolio ENCINO, CA 5,4645.5k $670.0k $670.0k 0.42% Reduced -380 -380
28 Colonial River Investments, LLC 0.17% of their portfolio MIDLOTHIAN, VA 4,9745.0k $609.9k $609.9k 0.17% Reduced -310 -310
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,2044.2k $515.5k $515.5k 0.00% Reduced -2.0k -1,976
30 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,2023.2k $392.6k $392.6k 0.00% Unchanged
31 HAZLETT, BURT & WATSON, INC. 0.10% of their portfolio WHEELING, WV 3,1603.2k $387.0k $387.0k 0.10% Unchanged
32 VICTORY FINANCIAL GROUP, LLC 0.04% of their portfolio AUSTIN, TX 2,9212.9k $358.2k $358.2k 0.04% Reduced -1.3k -1,256
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,8492.8k $349.4k $349.4k 0.00% Reduced -832 -832
34 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.03% of their portfolio GRAND BLANC, MI 2,7932.8k $342.5k $342.5k 0.03% Unchanged
35 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 2,6952.7k $330.5k $330.5k 0.00% Unchanged
36 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,6592.7k $326.0k $326.0k 0.00% Reduced -540 -540
37 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,4992.5k $306.4k $306.4k 0.00% Unchanged
38 FMR LLC 0.00% of their portfolio BOSTON, MA 2,3782.4k $291.6k $291.6k 0.00% Added +168 +168
39 Quattro Advisors LLC 0.19% of their portfolio PITTSBURGH, PA 2,3052.3k $282.7k $282.7k 0.19% Unchanged
40 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,1672.2k $265.7k $265.7k 0.00% Unchanged
41 Sovran Advisors, LLC 0.02% of their portfolio SAN DIEGO, CA 1,7921.8k $227.6k $227.6k 0.02% Unchanged
42 First Heartland Consultants, Inc. 0.01% of their portfolio LAKE ST. LOUIS, MO 1,6991.7k $208.4k $208.4k 0.01% New
43 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,4171.4k $173.8k $173.8k 0.00% Unchanged
44 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 582582 $72.1k $72.1k 0.00% Unchanged
45 Spectrum Wealth Advisory Group, LLC 0.02% of their portfolio GRANITE BAY, CA 579579 $71.0k $71.0k 0.02% New
46 Tidemark, LLC 0.02% of their portfolio SAN DIEGO, CA 575575 $70.5k $70.5k 0.02% Unchanged
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 449449 $55.1k $55.1k 0.00% Unchanged
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 414414 $50.8k $50.8k 0.00% Unchanged
49 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 321321 $39.4k $39.4k 0.00% Unchanged
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 302302 $37.0k $37.0k 0.00% Reduced -400 -400
51 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 254254 $31.1k $31.1k 0.00% Unchanged
52 Silver Grove Financial Group, Inc. 0.01% of their portfolio ORCHARD PARK, NY 216216 $26.5k $26.5k 0.01% Unchanged
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 210210 $25.8k $25.8k 0.00% Added +112 +112
54 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 135135 $16.6k $16.6k 0.00% Unchanged
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 127127 $15.6k $15.6k 0.00% Unchanged
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 110110 $13.5k $13.5k 0.00% Unchanged
57 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 108108 $13.3k $13.3k 0.00% Unchanged
58 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 3030 $3.7k $3.7k 0.00% Unchanged
59 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 77 $858 $858 0.00% Unchanged