Inst. Holders
50 funds
PZ
PZA
INVESCO EXCH TRADED FD TR II
$21.31 ▼ -0.47%
Prev close $21.4122 New Institutional Positions4 Institutional Exits
Snapshot
The big-picture read on PZA right now — valuation, ownership and activity at a glance.
Inst. Value
$3.2B
Inst. Activity
22 buys / 4 sells
Price chart 30d -4.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 ftd
FTD: PZA — 32,207 shares ($0.7M) failed to deliver
Settlement: 20260911, Price: $22.06, FTD Value: $710,486.42, INVESCO ETF TR II NATL AMT-FRE
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
4,047,709 shares ($95.2M)
Jun 30, 2026 Inst.
EP Wealth Advisors, LLC — ADD
2,348,353 shares ($55.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: PZA — 32,207 shares ($0.7M) failed to deliver
Settlement: 20260911, Price: $22.06, FTD Value: $710,486.42, INVESCO ETF TR II NATL AMT-FRE
Sep 9, 2026
short_volume
Short Volume: PZA — 73.3% short (1.5M / 2.1M)
Short: 1,521,800 | Exempt: 1,329 | TRF Vol: 2,075,100 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: PZA — 32,047 shares ($0.7M) failed to deliver
Settlement: 20260909, Price: $22.43, FTD Value: $718,814.21, INVESCO ETF TR II NATL AMT-FRE
Sep 7, 2026
dark_pool
Dark Pool: PZA — 2.1M shares, 7,290 trades
Week starting 2026-09-07. Total ATS volume: 2,122,857 shares across 7,290 trades.
Sep 4, 2026
short_volume
Short Volume: PZA — 68.9% short (2.2M / 3.2M)
Short: 2,209,531 | Exempt: 628 | TRF Vol: 3,204,720 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own PZA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.2B total value (138,022,747 shares) as of 2026-Q2. Top holders: BANK, UBS, AMERIPRISE. Net buying activity: 22 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 58,451,257 | $1.4B | 42.4% | — |
| UBS Group AG | 24,464,378 | $575.4M | 17.7% | DOUBLED +1038.8% |
| AMERIPRISE FINANCIAL INC | 7,347,183 | $172.8M | 5.3% | DOUBLED +786.9% |
| ENVESTNET ASSET MANAGEMENT INC | 5,299,957 | $124.7M | 3.8% | ADD +88.9% |
| Jupiter Topco LLC | 4,466,587 | $105.1M | 3.2% | — |
| LPL Financial LLC | 4,047,709 | $95.2M | 2.9% | ADD +27.3% |
| Bank of New York Mellon Corp | 3,254,424 | $76.5M | 2.4% | — |
| JPMORGAN CHASE & CO | 2,754,322 | $64.8M | 2.0% | DOUBLED +258.4% |
| EP Wealth Advisors, LLC | 2,348,353 | $55.2M | 1.7% | ADD +29.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,232,045 | $52.5M | 1.6% | TRIM -45.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 3,179,479 | 4,047,709 | +27.3% | $95.2M |
| EP Wealth Advisors, LLC | ADD | 1,807,607 | 2,348,353 | +29.9% | $55.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 4,124,628 | 2,232,045 | -45.9% | $52.5M |
| Arax Advisory Partners | DOUBLED | 1,372 | 1,813,866 | +132106.0% | $42.7M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 260,553 | 1,759,425 | +575.3% | $41.4M |
| Sanctuary Advisors, LLC | ADD | 733,015 | 992,255 | +35.4% | $23.3M |
| RAYMOND JAMES FINANCIAL INC | ADD | 669,572 | 910,834 | +36.0% | $21.4M |
| ROYAL BANK OF CANADA | ADD | 540,260 | 679,603 | +25.8% | $16.0M |
| OSAIC HOLDINGS, INC. | ADD | 410,317 | 550,259 | +34.1% | $12.9M |
| Integrated Wealth Concepts LLC | ADD | 260,744 | 381,848 | +46.4% | $9.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PZA.
Shares short
296,648
Settlement Sep 15, 2026
Change vs prior
+94.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume