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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

297 managers (299 13F filers) reported a position in GSY shares at 2026-06-30, 50,811,263 shares in all. 31 filers opened a position and 24 filers sold out during the quarter.

Managers
297
13F filers
299
New
31
Added
125
Reduced
95
Sold out
24
Shares held by filers
50,811,263

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC6,837,082$343M0.08%+373,54613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,114,134$307M0.02%+623,61113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,193,323$210M0.04%+63,90813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,852,232$193M0.01%+958,46513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,110,809$106M+285,709Timeline
Bramshill Investments, LLC1,988,756$99.7M7.63%+8,22613F-HRTimeline
Cetera Investment Advisers1,608,588$80.7M0.07%+230,83213F-HRTimeline
Capital Asset Advisory Services LLC1,487,657$74.6M2.7%+19,52713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,478,317$74.1M1.18%+42,61913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,397,820$70.1M0.02%+159,53013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,034,198$51.9M0.72%-65,87613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC903,256$45.3M0.01%+267,57213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.787,732$39.5M0.05%-382,73813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA682,087$34.2M0.01%+152,97513F-HRTimelineGroup
Gladstone Institutional Advisory LLC581,585$29.2M0.92%+113,40113F-HRTimeline
AE Wealth Management LLC495,000$24.8M0.12%+493,16713F-HRTimeline
Arax Advisory Partners473,790$23.8M0.16%+141,74413F-HRTimeline
Cyndeo Wealth Partners, LLC419,129$21M0.99%+15,68413F-HRTimeline
Janney Montgomery Scott LLC388,206$19.5M0.04%+169,44613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding379,723$19M+61,349Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC337,031$16.9M0.2%+19,97913F-HRTimelineGroup
PRAIRIE ADVISORY, LLC327,927$16.4M3.95%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP317,484$15.9M0.01%-12,10913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP306,638$15.4M0.01%+118,51313F-HRTimelineGroup
Johnson Bixby & Associates, LLC297,356$14.9M1.66%+4,87913F-HRTimeline
Mutual Advisors, LLC293,071$14.7M0.28%+16,02313F-HRTimeline
Royal Harbor Partners, LLC291,595$14.6M4.53%+7,13613F-HRTimeline
Cambridge Investment Research Advisors,…284,911$14.3M0.03%-1,345,23013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC275,130$13.8M0.04%+137,33813F-HRTimelineGroup
Advocate Investing Services LLC260,150$13M10.05%-9,92913F-HRTimeline
GUIDANCE CAPITAL, INC258,641$13M2.78%+9,22313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…249,569$12.5M0.11%+21,17213F-HRTimelineGroup
Avestar Capital, LLC248,330$12.5M0.74%-49,64713F-HRTimeline
Advisory Services Network, LLC234,449$11.8M0.13%+65,79813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO234,394$11.8M<0.01%-58,28913F-HRTimelineGroup
FIRST MERCHANTS CORP231,733$11.6M0.41%-11,94413F-HRTimeline
Creative Planningin group Creative Planning230,688$11.6M0.01%+93,47113F-HRTimelineGroup
FORONJY FINANCIAL LLC228,248$11.4M4.21%+10,73213F-HRTimeline
Curry Webb Wealth Management LLC226,685$11.4M4.71%+5,18913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC224,985$11.3M1.29%+14,67513F-HRTimeline
Private Advisor Group, LLC200,903$10.1M0.05%-85,27413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC197,063$9.88M0.38%+7,73913F-HRTimeline
MML INVESTORS SERVICES, LLC190,017$9.53M0.02%-62,91313F-HRTimeline
Wealth Intelligence, LLC188,347$9.45M4.39%+50,15713F-HRTimeline
CoreCap Advisors, LLC184,812$9.27M0.27%+52,68213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC182,991$9.18M3.24%-3,62013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES173,790$8.72M3.03%+1,99813F-HRTimeline
GREENLEAF TRUST168,666$8.46M0.08%-6,75513F-HRTimeline
1 NORTH WEALTH SERVICES LLC162,946$8.17M2.67%+9,60913F-HRTimeline
Norris Financial Group, LLC157,181$7.88M3.14%+15,59413F-HRTimeline
Atria Investments, Inc156,534$7.85M0.08%+45,20913F-HRTimeline
&PARTNERS138,510$6.94M0.03%+10,06213F-HRTimeline
Gotham Asset Management, LLC137,649$6.9M0.02%+96813F-HRTimeline
PW Nova Financial Services LLC127,354$6.39M1.37%new13F-HRTimeline
Bleakley Financial Group, LLC124,716$6.25M0.08%-5,88213F-HRTimeline
Waverly Advisors, LLC122,682$6.15M0.04%new13F-HRTimeline
WESCAP Management Group, Inc.122,196$6.13M1.14%-66413F-HRTimeline
Kingsview Wealth Management, LLC117,125$5.87M0.07%+107,45413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP114,355$5.73M0.01%-1,70913F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC112,282$5.63M1.67%-4913F-HRTimeline
Daner Wealth Management, LLC109,130$5.48M2.97%-1,61213F-HRTimeline
NewEdge Advisors, LLC109,011$5.47M0.02%+32,74713F-HRTimeline
Capital Advisors, Ltd. LLC107,057$5.37M0.54%-73113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…104,702$5.25M0.2%+42,93013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC103,799$5.21M0.01%+11,72713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…102,304$5.13M<0.01%+4,31913F-HRTimelineGroup
Redwood Financial Network Corp101,968$5.11M2.84%+4,45613F-HRTimeline
Advocacy Wealth Management, LLC101,940$5.11M0.19%-6,87213F-HRTimeline
Annex Advisory Services, LLC100,737$5.05M0.09%-28,31113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV98,257$4.93M1.99%+34,42613F-HRTimeline
Hardworking Capital Advisors, LLC96,237$4.83M3.94%-9,49513F-HRTimeline
GenTrust, LLC95,869$4.81M0.18%+15,78513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.87,569$4.39M0.04%+37,95213F-HRTimelineGroup
Sanctuary Advisors, LLC87,009$4.36M0.02%+17,11513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS77,405$3.88M<0.01%-10,25313F-HRTimelineGroup
D.A. DAVIDSON & CO.77,184$3.87M0.02%+1,22713F-HRTimeline
GeoWealth Management, LLC66,982$3.36M0.11%+7,54913F-HRTimeline
Trust Co65,676$3.29M0.3%+13,97013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC65,104$3.26M0.4%+3,81913F-HRTimeline
Smartleaf Asset Management LLC63,508$3.18M0.1%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,126$3.17M<0.01%+40,47713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,950$3.11M0.02%+20,25513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding60,771$3.05M+60,161Timeline
Endowment Wealth Management, Inc.59,051$2.96M1.15%+1,09713F-HRTimeline
Sage Advisory Services, Ltd.Co.58,090$2.91M1.43%+5,71113F-HRTimeline
Global View Capital Management LLC50,245$2.52M0.52%-3,65713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI50,109$2.51M0.11%+1,73613F-HRTimeline
DUNCKER STREETT & CO INC48,421$2.43M0.41%-1013F-HRTimeline
Integrated Wealth Concepts LLC46,410$2.33M0.01%-7,37813F-HRTimeline
Global Retirement Partners, LLC45,853$2.3M0.04%13F-HRTimeline
Belpointe Asset Management LLC44,949$2.25M0.07%+6,94113F-HRTimeline
Strait & Sound Wealth Management LLC44,571$2.24M0.79%+3,34513F-HRTimeline
Sequoia Financial Advisors, LLC44,177$2.22M0.01%-38,91213F-HRTimeline
Brown Financial Advisors44,105$2.21M0.77%-17513F-HRTimeline
9823 Capital, L.P.43,865$2.2M1.49%-6,43213F-HRTimeline
REGATTA CAPITAL GROUP, LLC43,181$2.17M0.29%+4,80413F-HRTimeline
HUB Investment Partners, LLC42,531$2.13M0.04%new13F-HRTimeline
Sovereign Financial Group, Inc.41,850$2.1M0.32%+4,25013F-HRTimeline
Pitti Group Wealth Management, LLC41,356$2.07M1.51%+9,06213F-HRTimeline
Transcendent Capital Group LLC41,265$2.07M0.8%-7,76013F-HRTimeline
GreatBanc Trust CO40,500$2.03M1.26%-30013F-HRTimeline
Barnes Wealth Management Group, Inc40,376$2.02M0.94%+60813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,314$2.02M0.02%-4,23113F-HRTimelineGroup
LEGACY SOLUTIONS, LLC39,661$1.99M1.61%+3,61213F-HRTimeline
Ashton Thomas Private Wealth, LLC39,208$1.97M0.04%+1,63013F-HRTimeline
Impact Partnership Wealth, LLC39,159$1.96M0.19%+8,36113F-HRTimeline
Dynamic Advisor Solutions LLC38,793$1.95M0.06%+2,14813F-HRTimeline
Virtue Capital Management, LLC38,768$1.94M0.26%+21,63613F-HRTimeline
Mariner, LLCin group Mariner, LLC37,008$1.86M<0.01%-42,15613F-HRTimelineGroup
Warwick Investment Management, Inc.36,601$1.84M0.21%-32413F-HRTimeline
United Advisor Group, LLC36,337$1.82M0.19%+10,53413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC36,133$1.81M1.06%-1,10213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,786$1.79M<0.01%-23,73413F-HR/ATimeline
PRIVATE TRUST CO NA34,684$1.74M0.14%+83713F-HRTimeline
Sowell Financial Services LLC33,642$1.69M0.06%+7,14713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,897$1.65M0.03%-39913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.31,801$1.59M<0.01%+26,95813F-HRTimelineGroup
World Investment Advisors30,145$1.51M0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,874$1.5M<0.01%013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.29,836$1.5M0.29%-58,24513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,697$1.49M<0.01%+7,91713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,403$1.47M0.01%+5,76513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,167$1.41M<0.01%+23,03013F-HRTimelineGroup
OneDigital Investment Advisors LLC27,906$1.4M0.01%+2,51613F-HRTimeline
Balefire, LLC27,176$1.36M0.22%+8,38213F-HRTimeline
YHB Investment Advisors, Inc.24,213$1.21M0.08%-5413F-HRTimeline
IFP Advisors, Inc24,012$1.2M0.02%+5,29213F-HRTimeline
SWMG, LLC23,898$1.2M0.28%+7,95613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,626$1.18M<0.01%-1,65213F-HRTimelineGroup
10Elms LLP23,372$1.17M0.5%+20,75013F-HRTimeline
Beta Wealth Group, Inc.23,014$1.15M0.43%+7,55913F-HRTimeline
CONDOR CAPITAL MANAGEMENT23,008$1.15M0.09%-913F-HRTimeline
Paladin Partners, LLC22,717$1.14M0.75%013F-HRTimeline
Wealthstar Advisors, LLC22,365$1.12M0.56%-4,00013F-HRTimeline
Legacy Wealth Partners, LLC22,055$1.11M0.25%+8,11913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.21,543$1.08M0.44%-1513F-HRTimeline
Focus Financial Network, Inc.21,490$1.08M0.03%new13F-HRTimeline
ETF Store, Inc.21,473$1.08M0.9%-5313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,515$1.03M<0.01%+12313F-HRTimelineGroup
Hutchens & Kramer Investment Management…20,243$1.02M0.27%+4,95113F-HRTimeline
Capital Wealth Alliance, LLC19,968$1M0.46%-2,99213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,900$998K<0.01%013F-HRTimeline
Paladin Wealth, LLC19,863$996K0.58%-27813F-HRTimeline
AlphaCore Capital LLC19,168$961K0.02%+19813F-HRTimeline
National Wealth Management Group, LLC18,869$946K0.29%+2,04713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,439$925K0.16%new13F-HRTimeline
Fulcrum Equity Management18,338$920K0.74%+4,65113F-HRTimeline
Octavia Wealth Advisors, LLC18,045$905K0.08%-2,30813F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,614$883K0.03%+1713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,095$857K<0.01%-14013F-HRTimelineGroup
Foundations Investment Advisors, LLC17,069$856K0.01%-1,08613F-HRTimeline
Mattson Financial Services, LLC16,798$844K0.18%-8,86013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,567$831K0.07%+4,90813F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC16,004$803K0.39%013F-HRTimeline
INTREPID FAMILY OFFICE LLC15,000$752K0.69%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…14,941$749K0.16%-3,17713F-HRTimeline
LANARK FINANCIAL, INC.14,889$747K0.05%+5,35113F-HRTimeline
NewSquare Capital LLC14,888$747K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,799$742K<0.01%+12,75213F-HRTimelineGroup
Accurate Wealth Management, LLC14,672$737K0.07%-1,80113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14,495$727K0.3%-10,03313F-HRTimelineGroup
RFG Advisory, LLC14,013$703K0.01%+2,07813F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC14,011$703K0.39%-79,70113F-HRTimeline
Copley Financial Group, Inc.13,917$698K0.42%-8,33413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,689$687K<0.01%+24513F-HRTimelineGroup
Petix & Botte Co13,646$684K0.14%+6,82313F-HRTimeline
TBH Global Asset Management, LLC13,643$684K0.13%-2513F-HRTimeline
Wagner Wealth Management, LLC13,528$678K0.13%+13813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,280$666K0.05%013F-HRTimeline
WORLD EQUITY GROUP, INC.12,838$644K0.14%+3,15813F-HRTimeline
Capital Investment Advisory Services, L…12,787$641K0.04%-98913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,292$616K0.02%+3,97613F-HRTimeline
Lionsbridge Wealth Management LLC12,268$615K0.6%-5713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,219$613K<0.01%new13F-HRTimelineGroup
MAI Capital Management12,135$609K<0.01%-1,81513F-HRTimeline
J.W. COLE ADVISORS, INC.12,087$606K0.01%-4,77013F-HRTimeline
Intrua Financial, LLC12,042$604K0.06%-5,86113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,688$586K0.05%013F-HRTimeline
Gateway Wealth Partners, LLC11,647$584K0.04%-13,08713F-HRTimeline
Bright Futures Wealth Management, LLC.11,576$581K0.38%-25413F-HRTimeline
MONTAG A & ASSOCIATES INC11,532$578K0.02%-9913F-HRTimeline
OakTrust Wealth Advisors, LLC11,425$573K0.49%-4,54913F-HRTimeline
Centerpoint Advisory Group11,020$553K0.35%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,697$536K<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,590$531K0.03%-1,25513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,401$522K<0.01%-60,81513F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,291$516K0.02%+3,71613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,217$512K<0.01%+4,01713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD10,209$512K0.01%-1,51213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV10,126$508K0.3%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,117$507K0.02%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,086$506K0.03%+18413F-HRTimeline
Farther Finance Advisors, LLC9,860$494K<0.01%+213F-HRTimeline
CGC Financial Services, LLC9,855$494K0.11%+14513F-HRTimeline
Wealthspire Retirement, LLC9,536$478K0.03%013F-HRTimeline
4J Wealth Management LLC9,406$472K0.23%-9513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,222$462K0.12%-1,82813F-HRTimeline
Detalus Advisors, LLC9,150$459K0.09%013F-HRTimeline
KWB Wealth8,990$451K0.04%+31713F-HRTimeline
BlackDiamond Wealth Management, LLC8,981$451K0.18%-1,43613F-HRTimeline