Invesco Zacks Mid-Cap ETF (CZA)

CUSIP: 46137Y401 | NYSE | 184 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

LPL Financial LLC105,647

0.0% of portfolio$12.5M

Commonwealth Equity Services, LLC69,001

0.0% of portfolio$8.2M

Cambridge Investment Research Advisors, Inc.22,484

0.0% of portfolio$2.7M

Rodgers & Associates, LTD21,687

0.2% of portfolio$2.6M

Truist Financial Corp18,476

0.0% of portfolio$2.2M

Davis Investment Partners, LLC11,375

0.4% of portfolio$1.3M

Well Done, LLC7,580

0.1% of portfolio$895.6K

Savant Capital, LLC6,589

0.0% of portfolio$778.5K

Willner & Heller, LLC5,261

0.4% of portfolio$621.6K

J.W. Cole Advisors, Inc.5,200

0.0% of portfolio$614.4K

Colonial River Investments, LLC3,594

0.1% of portfolio$424.7K

Hazlett, Burt & Watson, Inc.3,160

0.2% of portfolio$374.0K

Victory Financial Group, LLC2,921

0.0% of portfolio$345.1K

Mission Wealth Management, LP2,695

0.0% of portfolio$318.4K

Kestra Advisory Services, LLC2,659

0.0% of portfolio$314.1K

Creative Planning2,499

0.0% of portfolio$295.3K

Sovran Advisors, LLC1,792

0.0% of portfolio$226.3K

Clearstead Advisors, LLC321

0.0% of portfolio$37.9K

Silver Grove Financial Group, Inc.216

0.0% of portfolio$25.5K

PNC Financial Services Group, Inc.127

0.0% of portfolio$15.0K

Fifth Third Bancorp110

0.0% of portfolio$13.0K

				Style	Turnover	Location	Filed
LPL Financial LLC	105,647	$12.5M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Commonwealth Equity Services, LLC	69,001	$8.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Cambridge Investment Research Advisors, Inc.	22,484	$2.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Rodgers & Associates, LTD	21,687	$2.6M	0.2%	ETF	Very Low	Lancaster, PA	2026-10-20
Truist Financial Corp	18,476	$2.2M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Davis Investment Partners, LLC	11,375	$1.3M	0.4%	ETF	Low	Charlotte, NC	2026-11-05
Well Done, LLC	7,580	$895.6K	0.1%	ETF	Low	Holland, MI	2026-10-20
Savant Capital, LLC	6,589	$778.5K	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Willner & Heller, LLC	5,261	$621.6K	0.4%	Growth	Low	Encino, CA	2026-10-28
J.W. Cole Advisors, Inc.	5,200	$614.4K	0.0%	Index	Low	Tampa, FL	2026-11-05
Colonial River Investments, LLC	3,594	$424.7K	0.1%	Growth	Medium	Midlothian, VA	2026-10-19
Hazlett, Burt & Watson, Inc.	3,160	$374.0K	0.2%	Core	Very Low	Wheeling, WV	2026-11-04
Victory Financial Group, LLC	2,921	$345.1K	0.0%	ETF	Low	Austin, TX	2026-10-27
Mission Wealth Management, LP	2,695	$318.4K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
Kestra Advisory Services, LLC	2,659	$314.1K	0.0%	Core	Low	Austin, TX	2026-11-02
Creative Planning	2,499	$295.3K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Sovran Advisors, LLC	1,792	$226.3K	0.0%	ETF	Medium	San Diego, CA	2026-11-02
Clearstead Advisors, LLC	321	$37.9K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Silver Grove Financial Group, Inc.	216	$25.5K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
PNC Financial Services Group, Inc.	127	$15.0K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Fifth Third Bancorp	110	$13.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05