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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

292 managers (295 13F filers) reported a position in GSY shares at 2026-03-31, 49,131,997 shares in all. 44 filers opened a position and 23 filers sold out during the quarter.

Managers
292
13F filers
295
New
44
Added
121
Reduced
91
Sold out
23
Shares held by filers
49,131,997

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC6,463,536$324M0.09%+1,271,19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,490,523$275M0.02%+883,99613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,129,415$207M0.04%+267,86013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,893,767$145M0.01%+1,749,38813F-HRTimelineGroup
Bramshill Investments, LLC1,980,530$99.3M8.55%-41,29513F-HRTimeline
UBS Group AGgroup of 2 filers holding1,825,100$91.5M+258,026Timeline
Cambridge Investment Research Advisors,…1,630,141$81.7M0.21%+98,82913F-HRTimeline
Capital Asset Advisory Services LLC1,468,130$73.6M2.82%+218,74113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,435,698$72M2.31%+83,50913F-HRTimeline
Cetera Investment Advisers1,377,756$69.1M0.07%+265,61513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,238,290$62.1M0.02%+201,30213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,170,470$58.7M0.09%+650,49513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,100,074$55.1M0.85%-309,54213F-HRTimelineGroup
Independent Advisor Alliance807,000$40.4M0.43%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC635,684$31.9M0.01%+277,44013F-HRTimelineGroup
CWM, LLCin group CWM, LLC569,764$28.6M0.08%+47,72313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA529,112$26.5M0.01%+452,22713F-HRTimelineGroup
Gladstone Institutional Advisory LLC468,184$23.5M0.87%+37,07413F-HRTimeline
Cyndeo Wealth Partners, LLC403,445$20.2M1.06%+37,73413F-HRTimeline
Arax Advisory Partners332,046$16.6M0.47%+327,56813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP329,593$16.5M0.02%+35,43213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding318,374$16M+64,552Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC317,052$15.9M0.23%+113,34313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …314,374$15.8M0.31%+36,31113F-HRTimelineGroup
Avestar Capital, LLC297,977$14.9M1.02%+17,48213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292,683$14.7M<0.01%-122,29113F-HR/ATimelineGroup
Johnson Bixby & Associates, LLC292,477$14.7M1.82%-14913F-HRTimeline
Private Advisor Group, LLC286,177$14.3M0.07%+51,59413F-HRTimeline
Royal Harbor Partners, LLC284,459$14.3M4.83%new13F-HRTimeline
Mutual Advisors, LLC277,048$13.9M0.3%+28,35813F-HRTimeline
Advocate Investing Services LLC270,079$13.5M11.47%-52,21513F-HRTimeline
MML INVESTORS SERVICES, LLC252,930$12.7M0.04%-29,60313F-HRTimeline
GUIDANCE CAPITAL, INC249,418$12.5M2.81%+18,82213F-HRTimeline
FIRST MERCHANTS CORP243,677$12.2M0.46%+95513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…228,397$11.4M0.12%+40,49913F-HRTimelineGroup
Curry Webb Wealth Management LLC221,496$11.1M5.25%+122,42013F-HRTimeline
Janney Montgomery Scott LLC218,760$11M0.03%+51,20713F-HRTimeline
FORONJY FINANCIAL LLC217,516$10.9M4.53%+5,00813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC210,310$10.5M1.34%+45,76513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC189,324$9.49M0.42%+2,45913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP188,125$9.42M<0.01%+70,09313F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC186,611$9.35M3.92%-4,44413F-HRTimeline
GREENLEAF TRUST175,421$8.79M0.09%-251,46013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES171,792$8.61M3.25%new13F-HRTimeline
Advisory Services Network, LLC168,651$8.45M0.11%+73,38213F-HRTimeline
1 NORTH WEALTH SERVICES LLC153,337$7.69M2.78%-1,43013F-HRTimeline
Norris Financial Group, LLC141,587$7.1M2.32%+57,80013F-HRTimeline
Wealth Intelligence, LLC138,190$6.93M3.33%+15,54613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC137,792$6.91M0.03%-1,35013F-HRTimelineGroup
Creative Planningin group Creative Planning137,217$6.88M<0.01%+96313F-HRTimelineGroup
Gotham Asset Management, LLC136,681$6.85M0.02%-156,31913F-HRTimeline
CoreCap Advisors, LLC132,130$6.62M0.23%+132,08113F-HRTimeline
Bleakley Financial Group, LLC130,598$6.55M0.1%+37,86713F-HRTimeline
Annex Advisory Services, LLC129,048$6.47M0.12%-1,425,66313F-HRTimeline
&PARTNERS128,448$6.44M0.03%+2,56013F-HRTimeline
WESCAP Management Group, Inc.122,860$6.16M1.21%-6,10913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,064$5.82M0.01%+18,32713F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC112,331$5.63M1.79%new13F-HRTimeline
Atria Investments, Inc111,325$5.58M0.06%new13F-HRTimeline
Daner Wealth Management, LLC110,742$5.56M3.27%-57813F-HRTimeline
Advocacy Wealth Management, LLC108,812$5.45M0.24%+5,55313F-HRTimeline
Capital Advisors, Ltd. LLC107,788$5.4M0.61%-2,40513F-HRTimeline
Hardworking Capital Advisors, LLC105,732$5.3M4.96%-3,65613F-HRTimeline
TruWealth Advisors, LLC102,682$5.15M0.25%+18,08713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,985$4.91M<0.01%+10,96013F-HRTimelineGroup
Redwood Financial Network Corp97,512$4.89M3.2%+78,24813F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC93,712$4.7M3.05%+6,81013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC92,072$4.61M0.01%+15,57013F-HRTimeline
Total Clarity Wealth Management, Inc.88,081$4.41M1.04%+46,93613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS87,658$4.39M<0.01%+86,76813F-HRTimelineGroup
FLOW TRADERS U.S. LLC86,649$4.34M0.14%-1,971,42413F-HRTimeline
Sequoia Financial Advisors, LLC83,089$4.16M0.02%-10,83713F-HRTimeline
GenTrust, LLC80,084$4.01M0.17%-30,89113F-HRTimeline
Mariner, LLCin group Mariner, LLC79,164$3.97M<0.01%-89913F-HRTimelineGroup
NewEdge Advisors, LLC76,264$3.82M0.01%+18,03913F-HR/ATimeline
D.A. DAVIDSON & CO.75,957$3.81M0.02%-24513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,216$3.57M<0.01%-66,76013F-HRTimelineGroup
Sanctuary Advisors, LLC69,894$3.5M0.02%+23,47613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…66,104$3.31M0.09%-705,75013F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV63,831$3.2M1.49%+7,08813F-HRTimeline
Smartleaf Asset Management LLC63,508$3.18M0.11%+22,30613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…61,772$3.1M0.13%-56,10813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC61,285$3.07M0.43%-3,47313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,520$2.98M<0.01%-9,51313F-HRTimeline
GeoWealth Management, LLC59,433$2.98M0.11%+17,30813F-HRTimeline
Endowment Wealth Management, Inc.57,954$2.9M1.28%+10,83213F-HRTimeline
Global View Capital Management LLC53,902$2.7M0.72%new13F-HRTimeline
Integrated Wealth Concepts LLC53,788$2.7M0.02%+19,49313F-HRTimeline
Sage Advisory Services, Ltd.Co.52,379$2.62M1.44%+213F-HRTimeline
Trust Co51,706$2.59M0.24%+1,47913F-HRTimeline
9823 Capital, L.P.50,297$2.52M1.9%+8,34913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.49,617$2.49M0.03%+34,77913F-HRTimelineGroup
Transcendent Capital Group LLC49,025$2.46M1.12%-81,02713F-HRTimeline
DUNCKER STREETT & CO INC48,431$2.43M0.46%-50513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI48,373$2.42M0.11%-61513F-HRTimeline
Colonial River Investments, LLC46,351$2.32M0.83%+3,06713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,545$2.23M0.03%-3,60013F-HRTimelineGroup
Brown Financial Advisors44,280$2.22M0.84%-34,39413F-HRTimeline
Auour Investments LLC41,804$2.1M0.66%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,695$2.1M0.01%+18,42613F-HRTimelineGroup
Strait & Sound Wealth Management LLC41,226$2.07M0.79%-3,92913F-HRTimeline
GreatBanc Trust CO40,800$2.04M1.43%new13F-HRTimeline
Barnes Wealth Management Group, Inc39,768$1.99M1.01%-76313F-HRTimeline
REGATTA CAPITAL GROUP, LLC38,377$1.92M0.29%+1,57813F-HRTimeline
Belpointe Asset Management LLC38,008$1.9M0.07%-1,47013F-HRTimeline
Sovereign Financial Group, Inc.37,600$1.88M0.33%+3,63713F-HRTimeline
Ashton Thomas Private Wealth, LLC37,578$1.88M0.04%+4,15213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC37,235$1.87M1.25%-1,23513F-HRTimeline
Warwick Investment Management, Inc.36,925$1.85M0.27%-1,06813F-HRTimeline
Dynamic Advisor Solutions LLC36,645$1.84M0.06%+15413F-HRTimeline
LEGACY SOLUTIONS, LLC36,049$1.81M1.67%+3,46313F-HRTimeline
PRIVATE TRUST CO NA33,847$1.7M0.15%-2,53313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,296$1.67M0.04%-4,51113F-HR/ATimeline
Pitti Group Wealth Management, LLC32,294$1.62M1.31%+2,95613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…31,540$1.58M0.04%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC30,798$1.54M0.19%+5,33013F-HRTimeline
World Investment Advisors30,145$1.51M0.02%-1,27713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,874$1.5M<0.01%+15,05113F-HRTimelineGroup
Steward Partners Investment Advisory, L…27,090$1.36M0.01%-2,46513F-HRTimeline
Sowell Financial Services LLC26,495$1.33M0.05%+4,94413F-HRTimeline
Wealthstar Advisors, LLC26,365$1.32M0.79%-1,40013F-HRTimeline
United Advisor Group, LLC25,803$1.29M0.16%new13F-HRTimeline
Mattson Financial Services, LLC25,658$1.29M0.31%-3,31413F-HRTimeline
OneDigital Investment Advisors LLC25,390$1.27M0.01%+12,12713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,278$1.27M<0.01%-3,49113F-HRTimelineGroup
Gateway Wealth Partners, LLC24,734$1.24M0.05%+12,83913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24,528$1.23M0.61%+9,32713F-HRTimelineGroup
YHB Investment Advisors, Inc.24,267$1.22M0.09%+5,52713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,638$1.18M0.01%-6,49613F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT23,017$1.15M0.1%+11,89213F-HRTimeline
Capital Wealth Alliance, LLC22,960$1.15M0.52%-32113F-HRTimeline
Paladin Partners, LLC22,717$1.14M0.82%+1,26013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,649$1.14M<0.01%+2,82313F-HR/ATimelineGroup
Copley Financial Group, Inc.22,251$1.12M0.67%-6,19413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,780$1.09M<0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.21,558$1.08M0.51%+1,71113F-HRTimeline
Medallion Wealth Advisors, LLC21,552$1.08M0.35%-18,92413F-HRTimeline
ETF Store, Inc.21,526$1.08M1.05%-3,33313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,392$1.02M<0.01%+7,47813F-HRTimelineGroup
Octavia Wealth Advisors, LLC20,353$1.02M0.1%-10013F-HRTimeline
Paladin Wealth, LLC20,141$1.01M0.69%-4,19213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,900$997K0.01%new13F-HRTimeline
AlphaCore Capital LLC18,970$951K0.02%-6013F-HRTimeline
Balefire, LLC18,794$942K0.18%new13F-HRTimeline
IFP Advisors, Inc18,720$938K0.02%new13F-HRTimeline
Arkadios Wealth Advisors18,328$919K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC18,155$910K0.01%-6,17513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…18,118$908K0.21%-1,37113F-HRTimeline
Intrua Financial, LLC17,903$897K0.1%-38113F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,597$882K0.03%-23,66113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,235$864K<0.01%13F-HRTimelineGroup
Virtue Capital Management, LLC17,132$858K0.13%new13F-HRTimeline
J.W. COLE ADVISORS, INC.16,857$845K0.03%-12,07513F-HRTimeline
National Wealth Management Group, LLC16,822$843K0.31%+5,02613F-HRTimeline
Accurate Wealth Management, LLC16,473$827K0.1%+11,08813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC16,004$802K0.43%013F-HRTimeline
OakTrust Wealth Advisors, LLC15,974$801K0.73%013F-HRTimeline
SWMG, LLC15,942$799K0.23%new13F-HRTimeline
Arete Wealth Advisors, LLC15,806$792K0.06%+4,37113F-HR/ATimeline
Peterson Wealth Services15,575$781K0.19%-41,48113F-HRTimeline
Beta Wealth Group, Inc.15,455$775K0.32%+8,51513F-HRTimeline
Hutchens & Kramer Investment Management…15,292$766K0.24%new13F-HRTimeline
Orion Porfolio Solutions, LLC14,283$716K0.01%+10,26113F-HRTimeline
MAI Capital Management13,950$699K<0.01%-6,72413F-HRTimeline
Legacy Wealth Partners, LLC13,936$698K0.18%new13F-HRTimeline
Capital Investment Advisory Services, L…13,776$690K0.05%new13F-HRTimeline
Fulcrum Equity Management13,687$686K0.67%new13F-HRTimeline
TBH Global Asset Management, LLC13,668$685K0.14%+6,97113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,444$674K<0.01%+9,05713F-HRTimelineGroup
Wagner Wealth Management, LLC13,390$671K0.14%+7013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,280$666K0.05%013F-HRTimeline
Lionsbridge Wealth Management LLC12,325$618K0.62%-8,69813F-HRTimeline
Jackson Hole Capital Partners, LLC12,219$612K0.1%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,032$603K0.13%+16213F-HRTimeline
Collaborative Wealth Managment Inc.12,008$602K0.28%-1,85913F-HRTimeline
RFG Advisory, LLC11,935$598K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.11,845$593K0.04%-64013F-HRTimeline
Bright Futures Wealth Management, LLC.11,830$593K0.41%+87813F-HRTimeline
PINNACLE ASSOCIATES LTD11,721$587K0.01%+3,12913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,688$586K0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,659$584K0.05%+4413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC11,631$583K0.03%-1,86513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC11,050$554K0.17%-32513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,697$536K<0.01%-40013F-HRTimelineGroup
BlackDiamond Wealth Management, LLC10,417$522K0.25%+41913F-HRTimeline
Triumph Capital Management10,362$519K0.11%+42513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,902$496K0.03%+3,55813F-HRTimeline
Farther Finance Advisors, LLC9,858$494K<0.01%+7,61613F-HRTimeline
CGC Financial Services, LLC9,710$487K0.14%-80013F-HRTimeline
WORLD EQUITY GROUP, INC.9,680$485K0.13%new13F-HRTimeline
Western Wealth Management, LLC9,672$485K0.02%new13F-HR/ATimeline
Kingsview Wealth Management, LLC9,671$485K0.01%+70713F-HRTimeline
LANARK FINANCIAL, INC.9,538$478K0.04%-2,09413F-HRTimeline
Wealthspire Retirement, LLC9,536$478K0.03%-1,67513F-HRTimeline
4J Wealth Management LLC9,501$476K0.27%-20013F-HRTimeline
Detalus Advisors, LLC9,150$459K0.1%013F-HRTimeline
Milestones Private Investment Advisors …8,868$444K0.39%-88613F-HRTimeline
KWB Wealth8,673$436K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,316$417K0.02%new13F-HRTimeline
Patton Albertson Miller Group, LLC8,212$412K0.05%+68513F-HRTimeline