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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

263 managers (265 13F filers) reported a position in GSY shares at 2025-09-30, 36,030,941 shares in all. 25 filers opened a position and 27 filers sold out during the quarter.

Managers
263
13F filers
265
New
25
Added
103
Reduced
95
Sold out
27
Shares held by filers
36,030,941

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC5,220,602$262M0.08%+1,401,50913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,820,226$242M0.01%+767,75913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,860,980$194M0.04%-235,08713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,438,188$72.2M1.21%-14,47913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,353,803$68M0.01%+117,49813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,219,154$61.2M<0.01%-341,11613F-HR/ATimelineGroup
Cetera Investment Advisers1,019,302$51.2M0.06%+51,75013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,001,672$50.3M0.02%+90,75413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC954,108$47.9M1.01%+25,08913F-HRTimeline
Capital Asset Advisory Services LLC833,386$41.9M1.81%+29,28013F-HRTimeline
Bramshill Investments, LLC826,495$41.5M2.84%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.755,026$37.9M0.05%+31,41613F-HRTimelineGroup
CWM, LLCin group CWM, LLC532,585$26.8M0.08%+4,01013F-HRTimelineGroup
GREENLEAF TRUST438,921$22M0.2%+60,95713F-HRTimeline
Gladstone Institutional Advisory LLC435,525$21.9M0.84%-12,50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO397,127$19.9M<0.01%-18,78313F-HR/ATimelineGroup
Pasadena Private Wealth, LLC378,269$19M2.74%new13F-HRTimeline
Cyndeo Wealth Partners, LLC352,109$17.7M0.98%-1,31513F-HRTimeline
Johnson Bixby & Associates, LLC349,218$17.5M2.25%+27,64113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC334,192$16.8M<0.01%-272,80713F-HRTimelineGroup
Gotham Asset Management, LLC293,000$14.7M0.06%+4,56313F-HRTimeline
MML INVESTORS SERVICES, LLC278,385$14M0.04%-17,26013F-HRTimeline
FIRST MERCHANTS CORP271,782$13.7M0.51%-9,10213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding260,594$13.1M-43,532Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP252,150$12.7M0.01%+31,00613F-HRTimelineGroup
Mutual Advisors, LLC244,247$12.3M0.27%+110,01213F-HRTimeline
Private Advisor Group, LLC233,876$11.7M0.06%-26,94013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …217,559$10.9M0.23%+31,11913F-HRTimelineGroup
GUIDANCE CAPITAL, INC206,090$10.4M2.7%+5,80313F-HRTimeline
FORONJY FINANCIAL LLC202,465$10.2M4.46%+23,14513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC201,160$10.1M4.28%new13F-HRTimeline
Cambridge Investment Research Advisors,…197,976$9.95M0.03%-34,02713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC197,882$9.94M0.16%-27,19713F-HRTimelineGroup
SCOTIA CAPITAL INC.184,364$9.26M0.04%+7,56613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…177,638$8.92M0.15%+19,24413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC171,333$8.61M0.37%-26,20513F-HRTimeline
Avestar Capital, LLC160,187$8.05M0.58%-16,74013F-HRTimeline
Creative Planningin group Creative Planning151,089$7.59M0.01%-16,94613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC148,820$7.48M0.03%+87,58713F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC147,552$7.41M3.04%-1,31813F-HRTimeline
Janney Montgomery Scott LLC144,886$7.28M0.02%+34,84513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.128,614$6.46M<0.01%+85,13913F-HRTimelineGroup
WESCAP Management Group, Inc.121,560$6.11M1.28%+2,56313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES118,042$5.93M2.27%-86713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,742$5.66M0.01%+3,74313F-HRTimelineGroup
Capital Advisors, Ltd. LLC111,908$5.62M0.63%-2,75113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC109,430$5.5M0.71%+35,84013F-HRTimeline
Daner Wealth Management, LLC109,100$5.49M3.57%+99313F-HRTimeline
Sterling Financial Group, Inc.108,261$5.44M1.72%-8,95113F-HRTimeline
Advocacy Wealth Management, LLC107,752$5.41M0.23%-13,08113F-HRTimeline
&PARTNERS105,631$5.3M0.03%+55,28013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,363$5.24M<0.01%+39,53513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC101,210$5.08M<0.01%-19,46013F-HRTimelineGroup
Advisory Services Network, LLC100,856$5.07M0.07%-3,66213F-HRTimeline
Norris Financial Group, LLC87,328$4.39M1.6%-28,23313F-HRTimeline
TruWealth Advisors, LLC81,413$4.09M0.21%+5,03713F-HRTimeline
Mariner, LLCin group Mariner, LLC78,056$3.92M0.01%+7,72913F-HRTimelineGroup
Bleakley Financial Group, LLC77,929$3.91M0.09%-5,56413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,237$3.88M<0.01%+27,71813F-HRTimelineGroup
D.A. DAVIDSON & CO.74,325$3.73M0.02%+2,13913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,022$3.62M<0.01%-15,51513F-HRTimeline
Brown Financial Advisors71,587$3.6M1.33%-8,34613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…70,583$3.55M0.15%-7,27113F-HRTimeline
GenTrust, LLC68,187$3.43M0.16%+37,40813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,026$3.42M<0.01%-2,99813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV66,068$3.32M0.01%-67,90313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI65,440$3.29M0.19%+44,55213F-HRTimeline
Global Retirement Partners, LLC62,107$3.12M0.07%+4,64313F-HRTimeline
Integrated Wealth Concepts LLC59,940$3.01M0.03%-7,80813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV56,740$2.85M1.32%+413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,296$2.58M0.03%-1,88413F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.50,652$2.54M1.33%-8213F-HRTimeline
Trust Co50,216$2.52M0.26%-45913F-HRTimeline
DUNCKER STREETT & CO INC50,126$2.52M0.44%-18313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …48,656$2.44M0.14%-7,32413F-HRTimeline
Sanctuary Advisors, LLC47,135$2.37M0.01%-3,97413F-HR/ATimeline
Endowment Wealth Management, Inc.46,094$2.32M1.05%+10,80913F-HRTimeline
Strait & Sound Wealth Management LLC43,999$2.21M0.85%+1,41113F-HRTimeline
Belpointe Asset Management LLC42,714$2.15M0.08%-1,71013F-HRTimeline
Medallion Wealth Advisors, LLC41,531$2.09M0.74%-4,43513F-HRTimeline
Warwick Investment Management, Inc.41,521$2.09M0.36%+63313F-HRTimeline
Smartleaf Asset Management LLC41,202$2.07M0.13%013F-HRTimeline
Sovereign Financial Group, Inc.40,177$2.02M0.38%+51213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,957$2.01M0.05%-2,90813F-HRTimeline
Barnes Wealth Management Group, Inc39,521$1.99M1.09%-1,17413F-HRTimeline
Colonial River Investments, LLC38,362$1.93M0.71%-12,52213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC37,115$1.86M1.41%-99813F-HRTimeline
Copley Financial Group, Inc.37,017$1.86M1.27%-2,84713F-HRTimeline
REGATTA CAPITAL GROUP, LLC36,535$1.84M0.29%+1,45813F-HRTimeline
Ashton Thomas Private Wealth, LLC35,837$1.8M0.05%+27113F-HRTimeline
Foundations Investment Advisors, LLC35,429$1.78M0.03%+30,27813F-HRTimeline
Dynamic Advisor Solutions LLC34,370$1.73M0.05%+1,80713F-HRTimeline
LEGACY SOLUTIONS, LLC32,584$1.64M1.47%+2,44713F-HRTimeline
NewEdge Advisors, LLC31,789$1.6M0.01%+12,63513F-HRTimeline
J.W. COLE ADVISORS, INC.30,254$1.52M0.03%+55613F-HRTimeline
World Investment Advisors29,820$1.5M0.03%-5,32313F-HRTimeline
Wealthstar Advisors, LLC29,765$1.5M0.59%-3,22513F-HRTimeline
Steward Partners Investment Advisory, L…29,041$1.46M0.01%-30513F-HRTimeline
YHB Investment Advisors, Inc.28,985$1.46M0.11%+7,61513F-HRTimeline
PRIVATE TRUST CO NA28,404$1.43M0.13%-7,44313F-HRTimeline
Pitti Group Wealth Management, LLC28,146$1.41M1.2%+4,31013F-HRTimeline
Mattson Financial Services, LLC27,851$1.4M0.33%-2,43813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,382$1.38M0.02%+5,62513F-HRTimelineGroup
Impact Partnership Wealth, LLC26,665$1.34M0.2%+14,61513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25,407$1.28M0.58%+2,11513F-HRTimelineGroup
INTREPID FAMILY OFFICE LLC25,000$1.26M1.14%+5,00013F-HRTimeline
Capital Wealth Alliance, LLC24,340$1.22M0.61%-1,38913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,835$1.15M<0.01%+4,49213F-HRTimelineGroup
J HAGAN CAPITAL, INC.22,823$1.15M0.69%new13F-HRTimeline
Paladin Wealth, LLC22,695$1.14M0.83%-1,13513F-HRTimeline
Lionsbridge Wealth Management LLC22,486$1.13M1.11%-6,54813F-HRTimeline
Watts Gwilliam & Co., LLC22,403$1.13M0.18%+4113F-HRTimeline
ETF Store, Inc.22,316$1.12M1.19%+75613F-HRTimeline
AlphaCore Capital LLC21,664$1.09M0.04%-1,81413F-HRTimeline
MAI Capital Management21,419$1.08M0.01%+33413F-HRTimeline
Octavia Wealth Advisors, LLC20,568$1.03M0.1%+2,14413F-HRTimeline
Sowell Financial Services LLC19,590$984K0.04%+3,13513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…18,899$949K0.2%+1,46013F-HRTimeline
COMERICA BANK18,896$949K<0.01%+3,48213F-HRTimeline
Total Clarity Wealth Management, Inc.18,597$934K0.25%+35413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.17,745$891K0.07%-92513F-HRTimeline
GeoWealth Management, LLC17,555$882K0.03%new13F-HRTimeline
GC Wealth Management RIA, LLC17,555$882K0.03%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC17,350$872K0.09%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,255$867K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC16,536$831K0.04%-4,31713F-HRTimeline
HighTower Advisors, LLC16,498$829K<0.01%-15,38913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC16,004$804K0.35%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,892$798K0.01%+4,99913F-HRTimelineGroup
LANARK FINANCIAL, INC.15,554$781K0.06%+7,95013F-HRTimeline
Accurate Wealth Management, LLC15,114$761K0.1%new13F-HRTimeline
Institute for Wealth Management, LLC.14,672$737K0.08%+16613F-HRTimeline
Maridea Wealth Management LLC14,594$733K0.11%+8,29713F-HRTimeline
B. Riley Wealth Advisors, Inc.14,546$731K0.04%-78913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,500$728K0.01%-27313F-HRTimelineGroup
Intrua Financial, LLC14,409$724K0.08%new13F-HRTimeline
Petix & Botte Co14,171$712K0.16%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,159$711K<0.01%013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV14,046$706K0.2%+2,64013F-HR/ATimeline
Transcendent Capital Group LLC13,871$697K0.31%-3,86013F-HRTimeline
CGC Financial Services, LLC13,779$692K0.19%+1,81013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC13,411$674K0.17%-3,09513F-HRTimelineGroup
OneDigital Investment Advisors LLC13,343$670K0.01%+1,15013F-HRTimeline
Wagner Wealth Management, LLC13,179$662K0.15%+14513F-HRTimeline
Collaborative Wealth Managment Inc.12,602$633K0.26%-53513F-HRTimeline
Jackson Hole Capital Partners, LLC12,219$614K0.1%013F-HRTimeline
Arete Wealth Advisors, LLC11,837$595K0.04%-5,24913F-HRTimeline
Redwood Financial Network Corp11,815$594K0.38%+1,96113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,371$571K0.03%-5,50413F-HRTimelineGroup
Wealthspire Retirement, LLC11,370$571K0.04%-1,38513F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,097$557K<0.01%+4,70013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC11,021$554K0.19%+67913F-HRTimeline
CONDOR CAPITAL MANAGEMENT11,006$553K0.05%+13813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,980$552K0.07%013F-HRTimeline
Bright Futures Wealth Management, LLC.10,928$549K0.43%13F-HRTimeline
FLOW TRADERS U.S. LLC10,763$541K0.02%-40,93613F-HRTimeline
Gateway Wealth Partners, LLC10,380$521K0.07%-49813F-HRTimeline
Avidian Wealth Enterprises, LLC10,192$512K0.02%-39613F-HRTimeline
Triumph Capital Management10,110$508K0.14%+57413F-HR/ATimeline
CRUX WEALTH ADVISORS10,068$506K0.2%+42813F-HRTimeline
Milestones Private Investment Advisors …9,993$502K0.34%-14513F-HRTimeline
Beta Wealth Group, Inc.9,882$496K0.2%+3,36413F-HRTimeline
BlackDiamond Wealth Management, LLC9,501$477K0.26%+47313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,249$465K<0.01%013F-HRTimelineGroup
Detalus Advisors, LLC9,150$460K0.12%+4,95013F-HRTimeline
4J Wealth Management LLC9,081$456K0.27%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.8,650$434K0.21%-55013F-HRTimeline
PINNACLE ASSOCIATES LTD8,592$432K0.01%+1,74613F-HRTimeline
National Wealth Management Group, LLC8,561$430K0.16%-1,02513F-HRTimeline
CALTON & ASSOCIATES, INC.8,530$428K0.06%-14713F-HRTimeline
KWB Wealth8,485$425K0.05%+9813F-HRTimeline
Patton Albertson Miller Group, LLC8,152$410K0.05%-1,40513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,134$409K0.09%-149,92213F-HRTimeline
TBH Global Asset Management, LLC8,088$406K0.08%-55,02813F-HRTimeline
Arax Advisory Partners8,022$403K0.01%+3,66813F-HRTimeline
IFG Advisory, LLC7,494$376K0.02%+74213F-HRTimeline
Kingsview Wealth Management, LLC7,422$373K0.01%-1,41513F-HRTimeline
B & T Capital Management DBA Alpha Capi…7,400$372K0.06%+3,40013F-HRTimeline
Aptus Capital Advisors, LLC7,187$361K<0.01%+8013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,133$358K<0.01%-6,31313F-HRTimelineGroup
First Heartland Consultants, Inc.7,032$353K0.03%+97213F-HRTimeline
Main Street Financial Solutions, LLC6,734$338K0.02%+7513F-HRTimeline
WT Wealth Management6,591$331K0.1%-9,87413F-HRTimeline
Capital Investment Advisors, LLC6,507$327K0.01%new13F-HRTimeline
A4 Wealth Advisors LLC6,216$312K0.26%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,200$311K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,150$308K0.02%013F-HRTimeline
DAVENPORT & Co LLC6,081$305K<0.01%-50013F-HRTimeline
Noble Wealth Management PBC6,071$305K0.16%13F-HRTimeline
Chicago Partners Investment Group LLC6,069$305K0.01%-7,64513F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,000$301K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA5,851$294K0.05%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,617$282K<0.01%-47113F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC5,541$278K0.05%+1,05113F-HRTimeline
Geneos Wealth Management Inc.5,513$277K0.01%-76013F-HRTimeline
COURIER CAPITAL LLC5,450$274K0.02%-2,20013F-HRTimeline
My Personal CFO, LLC5,377$270K0.1%new13F-HRTimeline
Foundation Wealth Management, LLC\PA5,377$270K0.1%+53713F-HRTimeline
Concorde Asset Management, LLC5,309$267K0.11%13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.5,200$261K0.09%new13F-HRTimeline