IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Zacks Mid-Cap ETF (CZA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares105,647 from 104,652
Change+995 (+1%)
Value$12.5M (-$349.9K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares69,001 from 70,010
Change-1,009 (-1%)
Value$8.2M (-$431.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,484 from 23,473
Change-989 (-4%)
Value$2.7M (-$221.0K)
Filed 2026-11-02
Rodgers & Associates, LTD
DECREASED
Shares21,687 from 22,167
Change-480 (-2%)
Value$2.6M (-$155.7K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares18,476 from 18,474
Change+2 (+0%)
Value$2.2M (-$82.3K)
Filed 2026-10-30
Davis Investment Partners, LLC
DECREASED
Shares11,375 from 11,425
Change-50 (0%)
Value$1.3M (-$56.9K)
Filed 2026-11-05
Well Done, LLC
UNCHANGED
Shares7,580 from 7,580
Change0 (0%)
Value$895.6K (-$33.8K)
Filed 2026-10-20
Savant Capital, LLC
UNCHANGED
Shares6,589 from 6,589
Change0 (0%)
Value$778.5K (-$29.4K)
Filed 2026-11-06
Willner & Heller, LLC
DECREASED
Shares5,261 from 5,464
Change-203 (-4%)
Value$621.6K (-$48.4K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares5,200 from 5,496
Change-296 (-5%)
Value$614.4K (-$59.6K)
Filed 2026-11-05
Colonial River Investments, LLC
DECREASED
Shares3,594 from 4,974
Change-1,380 (-28%)
Value$424.7K (-$185.3K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$374.0K (-$13.0K)
Filed 2026-11-04
Victory Financial Group, LLC
UNCHANGED
Shares2,921 from 2,921
Change0 (0%)
Value$345.1K (-$13.0K)
Filed 2026-10-27
Mission Wealth Management, LP
UNCHANGED
Shares2,695 from 2,695
Change0 (0%)
Value$318.4K (-$12.0K)
Filed 2026-10-15
Kestra Advisory Services, LLC
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$314.1K (-$11.9K)
Filed 2026-11-02
Creative Planning
UNCHANGED
Shares2,499 from 2,499
Change0 (0%)
Value$295.3K (-$11.2K)
Filed 2026-11-02
Sovran Advisors, LLC
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$226.3K (-$1.3K)
Filed 2026-11-02
Clearstead Advisors, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$37.9K (-$1.4K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$25.5K (-$964)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$15.0K (-$567)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$13.0K (-$493)
Filed 2026-11-05
First Heartland Consultants, Inc.
CLOSED
Shares0 from 1,699
Change-1,699 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-08
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$71.0K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$13.3K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 103,198
Change-103,198 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,871
Change-34,871 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,644
Change-25,644 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 23,897
Change-23,897 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 18,972
Change-18,972 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 16,047
Change-16,047 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,143
Change-14,143 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,941
Change-5,941 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 582
Change-582 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 449
Change-449 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
UBS Group AG
N/A
Shares— from 302
Change-302 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 210
Change-210 (-100%)
Value—
Blair William & Co
N/A
Shares— from 135
Change-135 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED105,647104,652+995+1%$12.8M$12.5M-$349.9K2026-11-06
Commonwealth Equity Services, LLC
DECREASED69,00170,010-1,009-1%$8.6M$8.2M-$431.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED22,48423,473-989-4%$2.9M$2.7M-$221.0K2026-11-02
Rodgers & Associates, LTD
DECREASED21,68722,167-480-2%$2.7M$2.6M-$155.7K2026-10-20
Truist Financial Corp
INCREASED18,47618,474+2+0%$2.3M$2.2M-$82.3K2026-10-30
Davis Investment Partners, LLC
DECREASED11,37511,425-500%$1.4M$1.3M-$56.9K2026-11-05
Well Done, LLC
UNCHANGED7,5807,58000%$929.5K$895.6K-$33.8K2026-10-20
Savant Capital, LLC
UNCHANGED6,5896,58900%$808.0K$778.5K-$29.4K2026-11-06
Willner & Heller, LLC
DECREASED5,2615,464-203-4%$670.0K$621.6K-$48.4K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED5,2005,496-296-5%$674.0K$614.4K-$59.6K2026-11-05
Colonial River Investments, LLC
DECREASED3,5944,974-1,380-28%$609.9K$424.7K-$185.3K2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED3,1603,16000%$387.0K$374.0K-$13.0K2026-11-04
Victory Financial Group, LLC
UNCHANGED2,9212,92100%$358.2K$345.1K-$13.0K2026-10-27
Mission Wealth Management, LP
UNCHANGED2,6952,69500%$330.5K$318.4K-$12.0K2026-10-15
Kestra Advisory Services, LLC
UNCHANGED2,6592,65900%$326.0K$314.1K-$11.9K2026-11-02
Creative Planning
UNCHANGED2,4992,49900%$306.4K$295.3K-$11.2K2026-11-02
Sovran Advisors, LLC
UNCHANGED1,7921,79200%$227.6K$226.3K-$1.3K2026-11-02
Clearstead Advisors, LLC
UNCHANGED32132100%$39.4K$37.9K-$1.4K2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED21621600%$26.5K$25.5K-$9642026-11-05
PNC Financial Services Group, Inc.
UNCHANGED12712700%$15.6K$15.0K-$5672026-11-06
Fifth Third Bancorp
UNCHANGED11011000%$13.5K$13.0K-$4932026-11-05
First Heartland Consultants, Inc.
CLOSED01,699-1,699-100%$208.4K$0-$208.4K2026-10-08
Spectrum Wealth Advisory Group, LLC
CLOSED0579-579-100%$71.0K$0-$71.0K2026-10-29
International Assets Investment Management, LLC
CLOSED0108-108-100%$13.3K$0-$13.3K2026-11-02
Morgan Stanley
N/A—103,198-103,198-100%$12.7M———
Wells Fargo & Company
N/A—34,871-34,871-100%$4.3M———
Goldman Sachs Group Inc
N/A—25,644-25,644-100%$3.1M———
Raymond James Financial Inc
N/A—23,897-23,897-100%$2.9M———
Pacific SUN Financial Corp
N/A—18,972-18,972-100%$2.3M———
Empirical Asset Management, LLC
N/A—16,047-16,047-100%$2.0M———
Ameriprise Financial Inc
N/A—14,143-14,143-100%$1.7M———
Susquehanna International Group, LLP
N/A—14,082-14,082-100%$1.7M———
EP Wealth Advisors, LLC
N/A—10,946-10,946-100%$1.3M———
MML Investors Services, LLC
N/A—8,193-8,193-100%$1.0M———
Quantinno Capital Management LP
N/A—7,969-7,969-100%$977.3K———
Huntington National Bank
N/A—7,946-7,946-100%$974.4K———
Jones Financial Companies Lllp
N/A—7,763-7,763-100%$951.5K———
Cetera Investment Advisers
N/A—7,391-7,391-100%$906.2K———
Citadel Advisors LLC
N/A—5,941-5,941-100%$728.5K———
Envestnet Asset Management Inc
N/A—5,596-5,596-100%$686.2K———
Royal Bank of Canada
N/A—5,568-5,568-100%$682.0K———
Bank of America Corp
N/A—4,204-4,204-100%$515.5K———
Captrust Financial Advisors
N/A—3,202-3,202-100%$392.6K———
Osaic Holdings, Inc.
N/A—2,849-2,849-100%$349.4K———
Mainstay Capital Management LLC
N/A—2,793-2,793-100%$342.5K———
FMR LLC
N/A—2,378-2,378-100%$291.6K———
Quattro Advisors LLC
N/A—2,305-2,305-100%$282.7K———
Private Advisor Group, LLC
N/A—2,167-2,167-100%$265.7K———
BlackRock, Inc.
N/A—1,417-1,417-100%$173.8K———
Whittier Trust Co
N/A—582-582-100%$72.1K———
Tidemark, LLC
N/A—575-575-100%$70.5K———
Northwestern Mutual Wealth Management Co
N/A—449-449-100%$55.1K———
Steward Partners Investment Advisory, LLC
N/A—414-414-100%$50.8K———
UBS Group AG
N/A—302-302-100%$37.0K———
Harbour Investments, Inc.
N/A—254-254-100%$31.1K———
JPMorgan Chase & Co
N/A—210-210-100%$25.8K———
Blair William & Co
N/A—135-135-100%$16.6K———
HHM Wealth Advisors, LLC
N/A—30-30-100%$3.7K———
Vanguard Advisers Inc
N/A—7-7-100%$858———
Showing 59 of 59 institutions