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Disclosery

GTO INVESCO ACTIVELY MANAGED EXC

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TOTAL RETURN (fund)

204 managers (206 13F filers) reported a position in GTO shares at 2026-06-30, 43,168,707 shares in all. 20 filers opened a position and 12 filers sold out during the quarter.

Managers
204
13F filers
206
New
20
Added
100
Reduced
60
Sold out
12
Shares held by filers
43,168,707

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 LLC5,430,827$255M0.06%+605,67013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,060,480$237M0.02%+1,248,39313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,942,982$185M+419,170Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,841,584$133M0.16%+179,36313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,889,850$88.6M0.01%-110,78513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,700,539$79.7M<0.01%+79,79913F-HRTimelineGroup
Private Advisor Group, LLC1,420,756$66.6M0.31%+155,68013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,332,787$62.5M0.01%+1,67513F-HRTimelineGroup
Brio Consultants, LLC1,250,499$58.6M6.87%+56,55613F-HRTimeline
RTD Financial Advisors, Inc.866,849$40.6M4.43%+27,75513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP804,528$37.8M0.02%+322,47713F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.799,598$37.5M3.74%+31,07913F-HRTimeline
Dynamic Advisor Solutions LLC700,663$32.8M0.93%+84,14813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC698,589$32.7M0.01%+19,43513F-HRTimelineGroup
Commonwealth Financial Services, LLC675,575$31.7M4.25%new13F-HRTimeline
Cetera Investment Advisers645,855$30.3M0.03%+92,19813F-HRTimeline
Northwest Financial Advisors531,961$24.9M3.32%+454,50413F-HRTimeline
Petix & Botte Co510,124$23.9M4.81%+265,25613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management508,289$23.8M0.24%-25613F-HRTimelineGroup
American Capital Advisory, LLC429,003$20.1M7.34%+36,95313F-HRTimeline
HighTower Advisors, LLC402,684$18.9M0.02%+88,34713F-HRTimeline
MML INVESTORS SERVICES, LLC373,361$17.5M0.04%+87,55213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN357,563$16.8M<0.01%+13,78213F-HRTimelineGroup
KWB Wealth352,169$16.5M1.41%+102,13213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC348,756$16.3M1.52%-30,09813F-HRTimeline
Rooted Wealth Advisors, Inc.323,263$15.2M3.71%+31,84113F-HRTimeline
World Investment Advisors305,776$14.3M0.24%-38213F-HRTimeline
Stewardship Advisors, LLC304,688$14.3M2.97%+128,68313F-HRTimeline
Focus Financial Network, Inc.294,261$13.8M0.43%+21,64513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC290,933$13.6M3.96%+12,09213F-HRTimeline
Vestmark Advisory Solutions, Inc.282,743$13.3M0.12%-2,31213F-HRTimeline
IFG Advisory, LLC279,531$13.1M0.46%+277,86313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…271,276$12.7M0.11%+99,93813F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC266,113$12.5M0.68%+6,12713F-HRTimeline
Integrated Wealth Concepts LLC255,098$12M0.06%+142,48413F-HRTimeline
NewEdge Advisors, LLC241,027$11.3M0.03%+6,07913F-HRTimeline
Asset Allocation Strategies LLC233,199$10.9M1.68%+80,01613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC217,763$10.2M1.51%+85,28813F-HRTimeline
Cooper Financial Group199,851$9.37M0.78%+3,75613F-HRTimeline
BEACON FINANCIAL PLANNING, INC192,081$9M3.06%-15,70313F-HRTimeline
Richmond Investment Services, LLC187,970$8.81M2.79%-171,50813F-HRTimeline
Regal Investment Advisors LLC181,605$8.51M0.44%+10,82313F-HRTimeline
IHT Wealth Management, LLC170,759$8M0.17%+27,64413F-HRTimeline
Atlas Legacy Advisors, LLC169,600$7.95M1.18%+5,27913F-HRTimeline
BOS Asset Management, LLC162,897$7.63M1.77%+8,21613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC161,241$7.56M0.12%new13F-HRTimeline
Curry Webb Wealth Management LLC156,630$7.34M3.04%+22,18513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.146,948$6.89M0.01%+56,30613F-HRTimelineGroup
Total Clarity Wealth Management, Inc.141,260$6.62M1.29%+51,49513F-HRTimeline
Tennessee Valley Asset Management Partn…136,325$6.39M0.7%+6,76513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,707$6.36M<0.01%-9,64413F-HRTimelineGroup
USAdvisors Wealth Management, LLC134,326$6.29M1.8%+4,13013F-HRTimeline
Daner Wealth Management, LLC133,964$6.22M3.37%+1,97313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC124,092$5.82M0.02%+60,13113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,593$5.43M0.01%+10,39913F-HRTimeline
CHANNEL WEALTH LLC110,640$5.19M1.16%+47013F-HRTimeline
Gladstone Institutional Advisory LLC105,320$4.94M0.16%+12,74613F-HRTimeline
Insight Wealth Partners, LLC104,378$4.89M0.66%-37,29213F-HRTimeline
IFP Advisors, Inc101,693$4.77M0.09%+17,10113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC99,776$4.68M<0.01%+4,44413F-HRTimelineGroup
Fjell Capital, LLC99,685$4.67M3.19%+18513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding95,844$4.43M+44,322Timeline
Simplicity Wealth,LLC89,891$4.21M0.14%+44,08113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS84,987$3.98M0.01%-29,68513F-HRTimeline
&PARTNERS82,024$3.84M0.02%+68,99413F-HRTimeline
Mechanics Bank Trust Department78,613$3.68M0.46%-2,23413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC76,353$3.58M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…66,144$3.1M0.01%+91813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,070$2.77M<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers58,403$2.74M<0.01%+36,46113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.56,165$2.63M0.05%new13F-HRTimeline
Tidemark, LLC55,320$2.59M0.58%-3,63213F-HRTimeline
Arkadios Wealth Advisors54,902$2.57M0.04%+30,44713F-HRTimeline
Kingsview Wealth Management, LLC51,816$2.43M0.03%new13F-HRTimeline
PFG Advisors50,041$2.35M0.12%-10,97313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC48,526$2.27M<0.01%-9,09613F-HRTimelineGroup
Destiny Capital Corp/CO45,640$2.14M0.99%-21413F-HRTimeline
First Command Advisory Services, Inc.43,871$2.06M0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC41,655$1.95M0.07%+2,12513F-HRTimeline
VestGen Advisors, LLC41,597$1.95M0.06%-2,95613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40,546$1.9M0.87%+5,29913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,297$1.79M0.01%+2,41713F-HRTimelineGroup
Orion Porfolio Solutions, LLC37,696$1.77M0.01%+9,79313F-HRTimeline
PAX Financial Group, LLC35,698$1.67M0.25%+4,42613F-HRTimeline
Sequent Planning LLC31,281$1.47M0.31%+79513F-HRTimeline
Treasure Coast Financial Planning29,813$1.4M0.68%-2,38113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,783$1.35M<0.01%-41,30813F-HRTimelineGroup
Independent Advisor Alliance28,699$1.35M0.03%-584,82413F-HRTimeline
Retirement Planning Group, LLC27,573$1.29M0.03%-3,96413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP27,550$1.29M0.06%-1,03513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED27,278$1.28M0.08%-5,05013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,831$1.26M<0.01%-171,43613F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC25,559$1.2M0.57%new13F-HRTimeline
Aspire Capital Advisors LLC25,475$1.19M0.23%+6,09313F-HRTimeline
Claro Advisors Inc.23,688$1.11M0.12%new13F-HRTimeline
Janney Montgomery Scott LLC22,586$1.06M<0.01%+1,71913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.22,352$1.05M0.35%-72013F-HRTimeline
Avid Wealth Partners LLC22,198$1.04M0.5%-46,16813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,717$1.02M<0.01%+7,96913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC21,003$984K<0.01%-1,98613F-HRTimelineGroup
HUB Investment Partners, LLC20,321$952K0.02%-2,45313F-HRTimeline
Signal Advisors Wealth, LLC19,530$915K0.05%-65,71313F-HRTimeline
Farther Finance Advisors, LLC19,315$905K0.01%-2,38713F-HRTimeline
Vista Cima Wealth Management LLC17,785$834K0.62%+81713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,106$802K0.01%+2,72713F-HRTimelineGroup
Kuhn & Co Investment Counsel16,427$770K0.44%+76413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,278$763K<0.01%-4,32013F-HRTimeline
HARBOUR INVESTMENTS, INC.16,086$754K0.01%+1,75913F-HRTimeline
Sanctuary Advisors, LLC15,919$746K<0.01%-7,01913F-HRTimeline
Betterment LLC14,851$696K<0.01%+63613F-HRTimeline
Barnes Wealth Management Group, Inc14,756$692K0.32%+1,47613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,397$675K<0.01%+36113F-HRTimelineGroup
OneDigital Investment Advisors LLC13,771$645K0.01%+5,33713F-HRTimeline
Empirical Asset Management, LLC13,708$643K0.14%+4,23313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,599$637K<0.01%-5213F-HRTimelineGroup
Clearstead Advisors, LLC13,477$632K0.01%-18,88313F-HRTimeline
Pathway Financial Advisors LLC13,209$618K0.07%013F-HRTimeline
Perigon Wealth Management, LLC12,618$591K0.01%+7913F-HRTimeline
Sowell Financial Services LLC12,414$582K0.02%-6913F-HRTimeline
RFG Advisory, LLC12,165$570K0.01%-1,37613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,494$539K0.01%+7,68013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,490$539K0.04%+1813F-HRTimeline
Alteri Wealth LLC11,255$528K0.15%+1,71213F-HRTimeline
Evolution Wealth Advisors, LLC10,808$507K0.06%-2,56913F-HRTimeline
Krilogy Financial LLC10,751$504K0.01%+39013F-HRTimeline
Community Bank & Trust, Waco, Texas10,374$486K0.09%+79913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,300$483K0.09%013F-HRTimeline
Global Retirement Partners, LLC10,255$481K0.01%13F-HRTimeline
Tailwinds Wealth, LLC10,195$478K0.28%new13F-HRTimeline
MGO ONE SEVEN LLC10,185$477K0.01%+1,68213F-HRTimeline
Western Wealth Management, LLC10,015$469K0.02%-2,89313F-HRTimeline
Snowden Capital Advisors LLC9,673$453K0.01%-2,91313F-HRTimeline
Founders Financial Alliance, LLC9,505$446K0.06%+42413F-HRTimeline
Schneider Downs Wealth Management Advis…9,385$440K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC9,258$434K0.14%-22913F-HRTimeline
Bogart Wealth, LLC9,136$428K0.01%-57613F-HRTimeline
First Heartland Consultants, Inc.8,878$416K0.03%+6413F-HRTimeline
Asset One Wealth Management LLC8,909$415K0.04%-40713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,768$411K0.01%+45513F-HRTimelineGroup
Meridian Financial Advisors, LLC8,582$402K0.19%+2,04213F-HRTimeline
MSH Capital Advisors LLC8,116$380K0.07%-3,47313F-HRTimeline
Appalachian Capital Management Ltd8,062$378K0.27%+7713F-HRTimeline
Ausdal Financial Partners, Inc.7,602$356K0.01%+2113F-HRTimeline
GeoWealth Management, LLC7,531$353K0.01%+1,93313F-HRTimeline
Gaddis Premier Wealth Advisors LLC7,455$349K0.21%-10,08313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,331$344K0.11%new13F-HRTimeline
Financial Engines Advisors L.L.C.6,776$318K<0.01%+19213F-HRTimeline
Merit Financial Group, LLC6,718$315K<0.01%-15913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,648$312K<0.01%-72713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,645$311K0.01%+3,20013F-HRTimelineGroup
Wealth Watch Advisors, INC6,480$304K0.1%-85913F-HRTimeline
BIP Wealth, LLC6,400$300K0.01%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,385$299K<0.01%new13F-HRTimelineGroup
COGENT STRATEGIC WEALTH LLC6,318$296K0.28%+44313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,133$287K0.01%-2,35313F-HRTimeline
Advisory Services Network, LLC6,099$286K<0.01%-10113F-HRTimeline
Summit Wealth Group, LLC6,024$282K0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,649$265K<0.01%+2813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,638$264K0.01%-2,60613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,309$249K<0.01%-1,31613F-HRTimelineGroup
NorthLanding Financial Partners, LLC5,207$244K0.17%+5513F-HRTimeline
Gateway Wealth Partners, LLC5,181$243K0.01%-7,55113F-HRTimeline
ADG Wealth Management Group, LLC4,770$224K0.14%-1,66613F-HRTimeline
Capasso Planning Partners LLC4,541$213K0.11%new13F-HRTimeline
Axim Planning & Wealth4,465$209K0.3%-35013F-HRTimeline
Gilliland Jeter Wealth Management LLC4,428$208K0.05%new13F-HRTimeline
Proactive Wealth Strategies LLC4,391$206K0.03%+4813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,350$204K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC3,834$180K0.01%+1,11213F-HRTimeline
Signature Equity Partners, LLC3,766$177K0.08%+8313F-HRTimeline
Aptus Capital Advisors, LLC3,687$173K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp2,368$111K0.12%013F-HRTimeline
Geneos Wealth Management Inc.1,985$93K<0.01%-20013F-HRTimeline
PRIVATE TRUST CO NA1,700$79.7K0.01%-8,24313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,691$79.3K<0.01%+1,33313F-HRTimelineGroup
FMR LLCin group FMR LLC1,618$75.8K<0.01%+9713F-HRTimelineGroup
IAG Wealth Partners, LLC1,580$74.1K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,500$70.1K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,110$52K0.01%013F-HRTimeline
LGT Financial Advisors LLC823$38.6K0.2%013F-HRTimeline
AE Wealth Management LLC572$26.8K<0.01%-13313F-HRTimeline
AMERIFLEX GROUP, INC.562$26.3K0.01%+29113F-HRTimeline
TD Waterhouse Canada Inc.543$25.4K<0.01%013F-HRTimeline
NFSG Corp501$23.5K<0.01%013F-HRTimeline
Key Financial Inc468$21.9K<0.01%-2313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV430$20.2K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners373$17.5K<0.01%new13F-HRTimelineGroup
CDKV HOLDINGS LLC344$16.1K0.01%+213F-HRTimeline
Silver Grove Financial Group, Inc.286$13.4K0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC137$6.42K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\133$6.23K<0.01%new13F-HRTimelineGroup
Walsh & Associates, LLC131$6.15K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…118$5.53K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…105$4.92K<0.01%-2113F-HRTimeline
Allworth Financial LP88$4.12K<0.01%-1,91813F-HRTimeline
Prestige Wealth Management Group LLC85$3.98K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC62$2.91K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.42$1.97K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC38$1.8K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC30$1.43K<0.01%013F-HRTimeline