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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

277 managers (278 13F filers) reported a position in GSY shares at 2025-12-31, 44,456,969 shares in all. 23 filers opened a position and 24 filers sold out during the quarter.

Managers
277
13F filers
278
New
23
Added
123
Reduced
87
Sold out
24
Shares held by filers
44,456,969

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DAVENPORT & Co LLC6,081$306K<0.01%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC5,900$296K0.04%new13F-HRTimeline
Insight Advisors, LLC/ PA5,851$294K0.04%013F-HRTimeline
NewEdge Wealth, LLC5,771$290K<0.01%+1,07113F-HRTimeline
J.W. COLE ADVISORS, INC.28,932$282K0.01%-1,32213F-HRTimeline
LaSalle St. Investment Advisors, LLC5,590$280K0.05%+4913F-HRTimeline
Lineweaver Wealth Advisors, LLC5,530$278K0.04%new13F-HRTimeline
Institute for Wealth Management, LLC.5,430$273K0.03%-9,24213F-HRTimeline
Geneos Wealth Management Inc.5,394$271K0.01%-11913F-HRTimeline
Accurate Wealth Management, LLC5,385$271K0.03%-9,72913F-HRTimeline
Foundation Wealth Management, LLC\PA5,377$270K0.1%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,113$257K0.11%+72813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,999$251K<0.01%-3013F-HRTimelineGroup
Prospera Financial Services Inc4,603$231K<0.01%+313F-HRTimeline
HighTower Advisors, LLC4,586$230K<0.01%-11,91213F-HRTimeline
Bogart Wealth, LLC4,527$227K0.01%+613F-HRTimeline
GWN SECURITIES INC.4,504$226K0.05%+513F-HRTimeline
Arax Advisory Partners4,478$225K0.01%-3,54413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,387$220K<0.01%+1,74713F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC4,232$213K0.04%013F-HRTimeline
A4 Wealth Advisors LLC4,229$213K0.18%-1,98713F-HRTimeline
Legacy Capital Group California, Inc.4,173$210K0.05%-59813F-HRTimeline
Waverly Advisors, LLC4,159$209K<0.01%-83313F-HRTimeline
Bridgelight Financial Advisors, Inc.4,026$202K0.17%13F-HRTimeline
Orion Porfolio Solutions, LLC4,022$202K<0.01%new13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…4,000$201K0.01%-2,00013F-HRTimeline
AMG National Trust Bank4,000$201K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,652$184K0.01%013F-HRTimelineGroup
Archer Investment Corp3,024$152K0.03%+59613F-HRTimeline
Larson Financial Group LLC3,000$151K0.01%013F-HRTimeline
ATWOOD & PALMER INC2,750$138K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,746$138K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,708$136K<0.01%-97813F-HRTimeline
Farther Finance Advisors, LLC2,242$113K<0.01%+213F-HRTimeline
Parallel Advisors, LLC1,880$94.5K<0.01%-3,00013F-HRTimeline
TD Waterhouse Canada Inc.1,755$88.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,708$85.8K<0.01%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,692$85.1K<0.01%-9613F-HR/ATimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC1,370$68.8K0.03%013F-HRTimeline
SageView Advisory Group, LLC1,317$66.2K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,085$54.5K0.03%-4,98613F-HRTimeline
NFSG Corp1,038$52.1K0.01%+1113F-HRTimeline
HM PAYSON & CO1,000$50.2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,000$50.2K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS890$44.7K<0.01%new13F-HRTimelineGroup
Key Financial Inc839$42.2K0.01%-1013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding815$41K+630Timeline
AE Wealth Management LLC722$36.3K<0.01%+9713F-HRTimeline
SHP Wealth Management688$34.6K<0.01%13F-HRTimeline
Beacon Capital Management, Inc.684$34.4K<0.01%+51413F-HRTimeline
Allworth Financial LP676$34K<0.01%-4,49413F-HRTimeline
Lodestone Wealth Management LLC656$33K0.01%new13F-HRTimeline
Motiv8 Investments LLC609$31K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc606$30.5K<0.01%013F-HRTimeline
Collier Financial536$27K0.02%-113F-HRTimeline
CX Institutional526$26K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC494$24.8K0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …448$22.5K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC434$21.8K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust408$20.5K<0.01%+413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners372$18.7K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.356$17.9K0.01%-3213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC310$15.6K0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …288$14.5K<0.01%-513F-HRTimelineGroup
Anchor Investment Management, LLC273$13.7K<0.01%+213F-HRTimeline
Sound Income Strategies, LLC186$9.37K<0.01%-1,73813F-HRTimeline
Scarborough Advisors, LLC183$9.19K<0.01%+213F-HRTimeline
JNBA Financial Advisors124$6.24K<0.01%+113F-HRTimeline
Strategic Advocates LLC70$3.52K<0.01%-33713F-HRTimeline
Quest 10 Wealth Builders, Inc.61$3.06K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC60$3.03K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.54$2.71K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC49$2.46K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.35$1.76K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$407<0.01%-113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1$72<0.01%-25413F-HRTimeline
High Note Wealth, LLC1$41<0.01%013F-HRTimeline