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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
LPL Financial LLC5,192,345$261M0.07%-28,25713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,606,527$231M0.01%-213,69913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,861,555$194M0.04%+57513F-HRTimelineGroup
FLOW TRADERS U.S. LLC2,058,073$103M3.39%+2,047,31013F-HRTimeline
Bramshill Investments, LLC2,021,825$102M5.74%+1,195,33013F-HRTimeline
UBS Group AGin group UBS Group AG1,567,074$78.7M0.02%+213,27113F-HRTimelineGroup
Annex Advisory Services, LLC1,554,711$78.1M1.49%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,531,312$76.9M0.2%+1,333,33613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,409,616$70.8M1.12%-28,57213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,352,189$67.9M1.21%+398,08113F-HR/ATimeline
Capital Asset Advisory Services LLC1,249,389$62.8M2.53%+416,00313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,144,379$57.5M<0.01%-74,77513F-HRTimelineGroup
Cetera Investment Advisers1,112,141$55.9M0.06%+92,83913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,036,988$52.1M0.02%+35,31613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…771,854$38.8M0.94%+771,17613F-HRTimelineGroup
CWM, LLCin group CWM, LLC522,041$26.2M0.07%-10,54413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.519,975$26.1M0.04%-235,05113F-HRTimelineGroup
Gladstone Institutional Advisory LLC431,110$21.7M0.82%-4,41513F-HRTimeline
GREENLEAF TRUST426,881$21.5M0.2%-12,04013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO414,974$20.9M<0.01%+17,84713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC365,711$18.4M0.99%+13,60213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC358,244$18M0.01%+24,05213F-HRTimelineGroup
Advocate Investing Services LLC322,294$16.2M14.51%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP294,161$14.8M0.01%+42,01113F-HRTimelineGroup
Gotham Asset Management, LLC293,000$14.7M0.05%013F-HRTimeline
Johnson Bixby & Associates, LLC292,626$14.7M1.82%-56,59213F-HRTimeline
MML INVESTORS SERVICES, LLC282,533$14.2M0.03%+4,14813F-HRTimeline
Avestar Capital, LLC280,495$14.1M0.97%+120,30813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …278,063$14M0.27%+60,50413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding253,822$12.8M-6,772Timeline
Mutual Advisors, LLC248,690$12.5M0.27%+4,44313F-HRTimeline
FIRST MERCHANTS CORP242,722$12.2M0.45%-29,06013F-HRTimeline
Private Advisor Group, LLC234,583$11.8M0.06%+70713F-HRTimeline
GUIDANCE CAPITAL, INC230,596$11.6M2.83%+24,50613F-HRTimeline
FORONJY FINANCIAL LLC212,508$10.7M4.46%+10,04313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC203,709$10.2M0.16%+5,82713F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC191,055$9.6M4.02%-10,10513F-HRTimeline
SCOTIA CAPITAL INC.190,760$9.59M0.04%+6,39613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…187,898$9.44M0.11%+10,26013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC186,865$9.39M0.44%+15,53213F-HRTimeline
Janney Montgomery Scott LLC167,553$8.42M0.02%+22,66713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC164,545$8.27M1.01%+55,11513F-HRTimeline
1 NORTH WEALTH SERVICES LLC154,767$7.78M2.74%+7,21513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC139,142$6.99M0.03%-9,67813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,976$6.93M<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning136,254$6.85M<0.01%-14,83513F-HRTimelineGroup
Transcendent Capital Group LLC130,052$6.54M2.96%+116,18113F-HRTimeline
WESCAP Management Group, Inc.128,969$6.48M1.31%+7,40913F-HRTimeline
&PARTNERS125,888$6.47M0.03%+20,25713F-HRTimeline
Wealth Intelligence, LLC122,644$6.16M3.06%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP118,032$5.93M<0.01%+40,79513F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…117,880$5.92M0.24%+47,29713F-HR/ATimeline
Daner Wealth Management, LLC111,320$5.6M3.43%+2,22013F-HRTimeline
GenTrust, LLC110,975$5.58M0.24%+42,78813F-HRTimeline
Capital Advisors, Ltd. LLC110,193$5.54M0.62%-1,71513F-HRTimeline
Hardworking Capital Advisors, LLC109,388$5.5M4.99%13F-HRTimeline
Advocacy Wealth Management, LLC103,259$5.19M0.22%-4,49313F-HRTimeline
Curry Webb Wealth Management LLC99,076$4.98M2.47%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,737$4.91M0.01%-15,00513F-HRTimelineGroup
Advisory Services Network, LLC95,269$4.79M0.07%-5,58713F-HRTimeline
Sequoia Financial Advisors, LLC93,926$4.72M0.03%new13F-HRTimeline
Bleakley Financial Group, LLC92,731$4.66M0.08%+14,80213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,025$4.37M<0.01%-17,33813F-HR/ATimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC86,902$4.37M3.11%13F-HRTimeline
TruWealth Advisors, LLC84,595$4.25M0.21%+3,18213F-HRTimeline
Norris Financial Group, LLC83,787$4.21M1.43%-3,54113F-HRTimeline
Mariner, LLCin group Mariner, LLC80,063$4.02M<0.01%+2,00713F-HRTimelineGroup
Brown Financial Advisors78,674$3.95M1.45%+7,08713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,885$3.86M<0.01%+8,85913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC76,502$3.84M0.01%+4,48013F-HRTimeline
D.A. DAVIDSON & CO.76,202$3.83M0.02%+1,87713F-HRTimeline
Global Retirement Partners, LLC74,661$3.75M0.07%+12,55413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV69,033$3.47M0.01%+2,96513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC64,758$3.25M0.46%13F-HRTimeline
NewEdge Advisors, LLC58,225$2.93M0.01%+26,43613F-HRTimeline
Peterson Wealth Services57,056$2.87M0.73%+55,03413F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV56,743$2.85M1.31%+313F-HRTimeline
Sage Advisory Services, Ltd.Co.52,377$2.63M1.43%+1,72513F-HRTimeline
Trust Co50,227$2.52M0.24%+1113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI48,988$2.46M0.14%-16,45213F-HRTimeline
DUNCKER STREETT & CO INC48,936$2.46M0.44%-1,19013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,145$2.42M0.03%-3,15113F-HRTimelineGroup
Endowment Wealth Management, Inc.47,122$2.37M1.09%+1,02813F-HRTimeline
Sanctuary Advisors, LLC46,418$2.33M0.01%-71713F-HRTimeline
Strait & Sound Wealth Management LLC45,155$2.27M0.84%+1,15613F-HRTimeline
Colonial River Investments, LLC43,284$2.18M0.78%+4,92213F-HRTimeline
GeoWealth Management, LLC42,125$2.12M0.08%+24,57013F-HRTimeline
GC Wealth Management RIA, LLC42,125$2.12M0.08%+24,57013F-HRTimeline
9823 Capital, L.P.41,948$2.11M1.45%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.41,258$2.07M0.08%new13F-HRTimeline
Smartleaf Asset Management LLC41,202$2.07M0.08%013F-HRTimeline
Total Clarity Wealth Management, Inc.41,145$2.07M0.5%+22,54813F-HRTimeline
Barnes Wealth Management Group, Inc40,531$2.04M1.09%+1,01013F-HRTimeline
Medallion Wealth Advisors, LLC40,476$2.03M0.68%-1,05513F-HRTimeline
Belpointe Asset Management LLC39,478$1.98M0.07%-3,23613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC38,470$1.93M1.34%+1,35513F-HRTimeline
Warwick Investment Management, Inc.37,993$1.91M0.29%-3,52813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,807$1.9M0.04%-2,15013F-HRTimeline
REGATTA CAPITAL GROUP, LLC36,799$1.85M0.28%+26413F-HRTimeline
Dynamic Advisor Solutions LLC36,491$1.83M0.06%+2,12113F-HRTimeline
PRIVATE TRUST CO NA36,380$1.83M0.16%+7,97613F-HRTimeline
Integrated Wealth Concepts LLC34,295$1.72M0.02%-25,64513F-HRTimeline
Sovereign Financial Group, Inc.33,963$1.71M0.3%-6,21413F-HRTimeline
Ashton Thomas Private Wealth, LLC33,426$1.68M0.04%-2,41113F-HRTimeline
LEGACY SOLUTIONS, LLC32,586$1.64M1.44%+213F-HRTimeline
INTREPID FAMILY OFFICE LLC32,500$1.63M1.57%+7,50013F-HRTimeline
World Investment Advisors31,422$1.58M0.03%+1,60213F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,134$1.51M0.02%+2,75213F-HRTimelineGroup
Steward Partners Investment Advisory, L…29,555$1.49M0.01%+51413F-HRTimeline
Pitti Group Wealth Management, LLC29,338$1.47M1.21%+1,19213F-HRTimeline
Mattson Financial Services, LLC28,972$1.46M0.34%+1,12113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,769$1.45M<0.01%+5,93413F-HRTimelineGroup
Copley Financial Group, Inc.28,445$1.43M0.88%-8,57213F-HRTimeline
Wealthstar Advisors, LLC27,765$1.4M0.76%-2,00013F-HRTimeline
Impact Partnership Wealth, LLC25,468$1.28M0.16%-1,19713F-HRTimeline
COMERICA BANK25,177$1.27M0.01%+6,28113F-HRTimeline
ETF Store, Inc.24,859$1.25M1.27%+2,54313F-HRTimeline
Paladin Wealth, LLC24,333$1.22M0.83%+1,63813F-HRTimeline
Foundations Investment Advisors, LLC24,330$1.22M0.02%-11,09913F-HRTimeline
Capital Wealth Alliance, LLC23,281$1.17M0.5%-1,05913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,269$1.17M0.01%+7,37713F-HRTimelineGroup
Sowell Financial Services LLC21,551$1.08M0.04%+1,96113F-HRTimeline
Paladin Partners, LLC21,457$1.08M0.8%13F-HRTimeline
Lionsbridge Wealth Management LLC21,023$1.06M1.07%-1,46313F-HRTimeline
MAI Capital Management20,674$1.04M0.01%-74513F-HRTimeline
Octavia Wealth Advisors, LLC20,453$1.03M0.1%-11513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.19,847$997K0.46%+11,19713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,826$996K<0.01%+14,20913F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…19,489$979K0.22%+59013F-HRTimeline
Redwood Financial Network Corp19,264$968K0.62%+7,44913F-HRTimeline
AlphaCore Capital LLC19,030$956K0.02%-2,63413F-HRTimeline
YHB Investment Advisors, Inc.18,740$942K0.07%-10,24513F-HRTimeline
Intrua Financial, LLC18,284$919K0.1%+3,87513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,235$866K<0.01%-2013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.16,626$835K<0.01%-111,98813F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC16,004$804K0.35%013F-HRTimeline
OakTrust Wealth Advisors, LLC15,974$803K0.74%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,825$795K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15,201$764K0.37%-10,20613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,838$746K0.01%+33813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,823$745K<0.01%+5,57413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,174$712K<0.01%+1513F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV14,065$707K0.19%+1913F-HRTimeline
Petix & Botte Co13,972$702K0.16%-19913F-HRTimeline
Collaborative Wealth Managment Inc.13,867$697K0.25%+1,26513F-HRTimeline
MONTAG A & ASSOCIATES INC13,496$678K0.03%-3,04013F-HRTimeline
Wagner Wealth Management, LLC13,320$669K0.14%+14113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,280$667K0.05%-4,46513F-HRTimeline
OneDigital Investment Advisors LLC13,263$666K0.01%-8013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,914$649K<0.01%+5,78113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,485$627K0.03%-2,06113F-HRTimeline
Jackson Hole Capital Partners, LLC12,219$614K0.11%013F-HRTimeline
Gateway Wealth Partners, LLC11,895$598K0.07%+1,51513F-HRTimeline
Atlanta Consulting Group Advisors, LLC11,870$596K0.14%new13F-HRTimeline
National Wealth Management Group, LLC11,796$593K0.21%+3,23513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,688$587K0.06%-5,66213F-HRTimeline
LANARK FINANCIAL, INC.11,632$585K0.04%-3,92213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,615$584K0.04%+24413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC11,585$582K<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC11,435$575K0.04%-40213F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC11,375$572K0.18%+35413F-HRTimeline
Wealthspire Retirement, LLC11,211$563K0.03%-15913F-HRTimeline
CONDOR CAPITAL MANAGEMENT11,125$559K0.05%+11913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,097$558K<0.01%013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC10,980$552K0.06%013F-HRTimeline
Bright Futures Wealth Management, LLC.10,952$550K0.41%+2413F-HRTimeline
CGC Financial Services, LLC10,510$528K0.14%-3,26913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,323$519K0.14%-3,08813F-HRTimelineGroup
BlackDiamond Wealth Management, LLC9,998$503K0.25%+49713F-HRTimeline
Avidian Wealth Enterprises, LLC9,988$502K0.02%-20413F-HRTimeline
Triumph Capital Management9,937$499K0.11%-17313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,898$497K<0.01%new13F-HRTimelineGroup
Milestones Private Investment Advisors …9,754$490K0.34%-23913F-HRTimeline
4J Wealth Management LLC9,701$487K0.28%+62013F-HRTimeline
Detalus Advisors, LLC9,150$460K0.11%013F-HRTimeline
Kingsview Wealth Management, LLC8,964$450K0.01%+1,54213F-HRTimeline
KWB Wealth8,673$436K0.04%+18813F-HRTimeline
PINNACLE ASSOCIATES LTD8,592$432K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.8,566$430K0.06%+3613F-HRTimeline
Financial Sense Advisors, Inc.8,214$413K0.08%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,903$397K0.04%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,765$390K<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC7,550$379K0.03%+3,15613F-HRTimeline
Patton Albertson Miller Group, LLC7,527$378K0.04%-62513F-HRTimeline
Werba Rubin Papier Wealth Management7,513$378K0.1%new13F-HRTimeline
Aptus Capital Advisors, LLC7,264$365K<0.01%+7713F-HRTimeline
Wealth Advisory Team LLC7,236$364K0.32%13F-HRTimeline
BLUELINE ADVISORS LLC7,131$358K0.29%13F-HRTimeline
First Heartland Consultants, Inc.7,054$354K0.03%+2213F-HRTimeline
Beta Wealth Group, Inc.6,940$349K0.14%-2,94213F-HRTimeline
Chicago Partners Investment Group LLC6,910$347K0.01%+84113F-HRTimeline
Main Street Financial Solutions, LLC6,806$342K0.03%+7213F-HRTimeline
TBH Global Asset Management, LLC6,697$337K0.06%-1,39113F-HRTimeline
Triasima Portfolio Management inc.6,425$323K0.05%new13F-HRTimeline
B & T Capital Management DBA Alpha Capi…6,400$322K0.05%-1,00013F-HRTimeline
Concorde Asset Management, LLC6,394$321K0.13%+1,08513F-HRTimeline
Capital Investment Advisors, LLC6,388$321K<0.01%-11913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,344$319K0.02%+19413F-HRTimeline
Safe Harbor Wealth Advisors, LLC6,323$318K0.31%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,200$312K<0.01%013F-HRTimelineGroup