Who owns Invesco Zacks Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CZA from SEC Form 13F filings across 59 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 59 institutions disclosed 619,176 shares of Invesco Zacks Mid-Cap ETF worth $75.5M — about 41.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
59
13F holders
$75.5M
value, 2026 filers
41.7%
of shares outstanding (619,176 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CZA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 104,652 | $12.8M | 0.0% | 7.1% | -1.9% |
| 2 | MORGAN STANLEY | 103,198 | $12.7M | 0.0% | 7% | -24.7% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 70,010 | $8.6M | 0.0% | 4.7% | +1.1% |
| 4 | WELLS FARGO & COMPANY/MN | 34,871 | $4.3M | 0.0% | 2.4% | -1.1% |
| 5 | GOLDMAN SACHS GROUP INC | 25,644 | $3.1M | 0.0% | 1.7% | +36.9% |
| 6 | RAYMOND JAMES FINANCIAL INC | 23,897 | $2.9M | 0.0% | 1.6% | +1.3% |
| 7 | Rodgers & Associates, LTD | 22,167 | $2.7M | 0.2% | 1.5% | 0.0% |
| 8 | Pacific Sun Financial Corp | 18,972 | $2.3M | 1.0% | 1.3% | -2.7% |
| 9 | TRUIST FINANCIAL CORP | 18,474 | $2.3M | 0.0% | 1.2% | -0.1% |
| 10 | Empirical Asset Management, LLC | 16,047 | $2.0M | 0.4% | 1.1% | +5.2% |
| 11 | AMERIPRISE FINANCIAL INC | 14,143 | $1.7M | 0.0% | 1% | -0.4% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,082 | $1.7M | 0.0% | 0.9% | +145.7% |
| 13 | Davis Investment Partners, LLC | 11,425 | $1.4M | 0.4% | 0.8% | -0.4% |
| 14 | EP Wealth Advisors, LLC | 10,946 | $1.3M | 0.0% | 0.7% | -1.0% |
| 15 | MML INVESTORS SERVICES, LLC | 8,193 | $1.0M | 0.0% | 0.6% | +17.6% |
| 16 | Quantinno Capital Management LP | 7,969 | $977,279 | 0.0% | 0.5% | +2.0% |
| 17 | HUNTINGTON NATIONAL BANKNEW | 7,946 | $974,362 | 0.0% | 0.5% | new |
| 18 | JONES FINANCIAL COMPANIES LLLP | 7,763 | $951,538 | 0.0% | 0.5% | -3.2% |
| 19 | Well Done, LLC | 7,580 | $929,482 | 0.1% | 0.5% | -51.2% |
| 20 | Cetera Investment Advisers | 7,391 | $906,239 | 0.0% | 0.5% | -8.2% |
| 21 | Savant Capital, LLC | 6,589 | $807,963 | 0.0% | 0.4% | -3.0% |
| 22 | CITADEL ADVISORS LLC | 5,941 | $728,503 | 0.0% | 0.4% | +2.0% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 5,596 | $686,232 | 0.0% | 0.4% | -0.7% |
| 24 | ROYAL BANK OF CANADA | 5,568 | $682,000 | 0.0% | 0.4% | -42.1% |
| 25 | J.W. COLE ADVISORS, INC.NEW | 5,496 | $673,971 | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.