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Disclosery

GTO INVESCO ACTIVELY MANAGED EXC

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TOTAL RETURN (fund)

190 managers (191 13F filers) reported a position in GTO shares at 2024-12-31, 34,584,519 shares in all. 21 filers opened a position and 16 filers sold out during the quarter.

Managers
190
13F filers
191
New
21
Added
90
Reduced
55
Sold out
16
Shares held by filers
34,584,519

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC3,200,175$148M0.06%+312,39613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,024,564$140M0.32%-253,64513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,873,176$133M+189,892Timeline
Invesco Ltd.in group Invesco Ltd.2,348,495$109M0.02%+6813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,755,544$81.5M0.01%+173,23513F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,592,817$73.9M0.31%+131,39813F-HRTimelineGroup
Brio Consultants, LLC917,131$42.6M6.66%+52,44213F-HRTimeline
RTD Financial Advisors, Inc.849,587$39.4M5.06%+67,34613F-HRTimeline
KWB Wealth783,220$37.8M4.69%-11,71813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/731,317$33.9M<0.01%+7,75813F-HRTimelineGroup
Tidemark, LLC723,357$33.6M12.86%-88,47013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.700,670$32.5M4.42%+47,27913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp626,848$29.1M0.01%+37,43513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.596,601$27.7M0.05%+50,67713F-HRTimelineGroup
GeoWealth Management, LLC582,213$27M0.88%-160,76913F-HRTimeline
Dynamic Advisor Solutions LLC561,827$26.1M1.13%+20,77213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management548,211$25.4M0.79%-5,49713F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.542,330$25.2M12.25%-42,95613F-HRTimeline
Private Advisor Group, LLC540,308$25.1M0.14%+124,76713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management537,954$25M0.36%-8,39113F-HRTimelineGroup
Independent Advisor Alliance507,423$23.5M0.31%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC404,235$18.8M0.01%13F-HR/ATimelineGroup
VERUS CAPITAL PARTNERS, LLC401,356$18.6M1.78%+17,62813F-HR/ATimeline
IFG Advisory, LLC370,697$17.2M0.97%+59,08313F-HRTimeline
Focus Financial Network, Inc.367,814$17.1M0.68%+14,99213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC318,777$14.8M0.55%+49,92713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN305,984$14.2M<0.01%+69,54013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC280,422$13M4.38%+23,81013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC270,886$12.6M1.04%+10,60513F-HRTimeline
Rooted Wealth Advisors, Inc.256,547$11.8M4.63%new13F-HRTimeline
BEACON FINANCIAL PLANNING, INC241,635$11.2M6.53%-15,14713F-HRTimeline
Stewardship Advisors, LLC235,392$10.9M3.03%+5,24913F-HRTimeline
Petix & Botte Co210,096$9.75M2.56%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP206,908$9.6M0.02%-48213F-HRTimelineGroup
CHANNEL WEALTH LLC199,539$9.26M3.02%+8,36213F-HRTimeline
Snowden Capital Advisors LLC199,447$9.25M0.29%+3,25513F-HRTimeline
World Investment Advisors188,462$8.74M0.24%+23,84013F-HRTimeline
Good Life Advisors, LLC185,799$8.62M0.63%-140,82313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…176,218$8.18M0.02%+56,69513F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC172,759$8.02M0.04%+41,57113F-HRTimelineGroup
Merit Financial Group, LLC158,213$7.34M0.13%+1,45213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,425$7.17M0.01%+63,09413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC150,890$7M0.02%+14,08413F-HRTimeline
Financial Designs Corp150,854$7M4.61%+1,97613F-HRTimeline
PFG Advisors148,202$6.88M0.42%+11,75513F-HRTimeline
Regal Investment Advisors LLC147,525$6.85M0.51%+7,60813F-HRTimeline
Cetera Investment Advisers140,219$6.51M0.01%+6,83313F-HRTimeline
American Capital Advisory, LLC139,130$6.46M3.58%+35,76713F-HRTimeline
Fjell Capital, LLC121,795$5.65M5.84%13F-HRTimeline
Integrated Wealth Concepts LLC116,285$5.4M0.06%-14,81813F-HRTimeline
NewEdge Advisors, LLC112,631$5.23M0.03%+6,51013F-HRTimeline
BOS Asset Management, LLC107,654$5M1.79%new13F-HRTimeline
Insight Wealth Partners, LLC99,718$4.63M2.93%+10,97113F-HRTimeline
LexAurum Advisors, LLC98,890$4.59M0.91%+4,14213F-HRTimeline
IAG Wealth Partners, LLC96,583$4.48M0.79%-5,80613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC88,610$4.11M<0.01%+59,93913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.88,587$4.11M0.03%+25,89813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,403$4.1M<0.01%+3,35213F-HRTimelineGroup
USAdvisors Wealth Management, LLC88,243$4.09M1.33%+17,82813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87,734$4.07M<0.01%-19,20913F-HRTimelineGroup
Goodman Advisory Group, LLC86,098$3.99M1.18%+9,08813F-HRTimeline
Asset Allocation Strategies LLC84,145$3.9M0.94%+15,66613F-HRTimeline
Avid Wealth Partners LLC82,481$3.83M2.72%-18,17413F-HRTimeline
Mechanics Bank Trust Department76,698$3.56M0.47%-9,92113F-HRTimeline
Total Clarity Wealth Management, Inc.74,599$3.46M1.13%new13F-HRTimeline
IHT Wealth Management, LLC73,659$3.42M0.11%+7,59413F-HRTimeline
Daner Wealth Management, LLC70,365$3.28M2.4%13F-HRTimeline
Sandbox Financial Partners, LLC69,974$3.25M1.08%+6,30513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,306$3.12M<0.01%+55,37313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC67,213$3.12M<0.01%+9,07813F-HRTimeline
Alpha Zero LLC65,726$3.05M2.33%13F-HRTimeline
Cooper Financial Group63,447$2.94M0.35%-78813F-HRTimeline
Destiny Capital Corp/CO62,639$2.91M1.76%-47113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC60,500$2.81M0.77%+1,16013F-HRTimeline
Scarborough Advisors, LLC58,314$2.71M0.38%new13F-HRTimeline
Northwest Financial Advisors57,271$2.66M2.19%+12,38613F-HRTimeline
Marcum Wealth, LLC55,688$2.58M0.22%+2,41313F-HRTimeline
Cambridge Investment Research Advisors,…54,784$2.54M0.01%+7,86013F-HRTimeline
Cook Wealth, LLC54,141$2.51M1.18%+4,79213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,782$2.45M0.01%-3,28413F-HRTimeline
HUB Investment Partners, LLC50,549$2.35M0.1%-6,19413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,900$2.18M<0.01%+6,54713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,195$2M0.05%+11,35113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC42,380$1.97M0.1%-36,43813F-HRTimeline
Arete Wealth Advisors, LLC41,913$1.95M0.14%+2,22513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,631$1.79M0.01%+18,60413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS38,232$1.77M0.01%+7,90413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,397$1.69M0.02%-84613F-HRTimelineGroup
Treasure Coast Financial Planning36,385$1.69M1.11%+17,29313F-HRTimeline
Retirement Planning Group, LLC36,166$1.68M0.08%-1,66413F-HRTimeline
Schneider Downs Wealth Management Advis…35,879$1.66M0.31%-1,00213F-HRTimeline
RFG Advisory, LLC34,420$1.6M0.05%+5,84713F-HRTimeline
MSH Capital Advisors LLC31,272$1.45M0.46%-20,37013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP30,402$1.41M0.1%+1113F-HRTimeline
Orion Porfolio Solutions, LLC26,156$1.21M0.01%+2,38813F-HRTimeline
Orion Portfolio Solutions, LLC26,156$1.21M0.01%+2,38813F-HRTimeline
Sequent Planning LLC25,783$1.2M0.44%+68213F-HRTimeline
PAX Financial Group, LLC24,037$1.12M0.2%+1,02113F-HRTimeline
Financial Advocates Investment Manageme…23,890$1.11M0.06%-14,65613F-HRTimeline
&PARTNERS22,484$1.04M0.01%-18,62513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.22,284$1.03M0.76%13F-HRTimeline
HBW ADVISORY SERVICES LLC21,824$1.01M0.1%+22513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,567$954K0.01%-3,12313F-HRTimelineGroup
Clearstead Advisors, LLC19,973$927K0.01%+3,45113F-HRTimeline
JT Stratford LLC19,542$907K0.15%+7,88713F-HRTimeline
Elios Financial Group Inc.19,393$900K0.43%+9013F-HRTimeline
Atria Wealth Solutions, Inc.18,764$871K0.01%+6,66713F-HRTimeline
HighTower Advisors, LLC18,291$849K<0.01%+1,16113F-HRTimeline
Founders Financial Alliance, LLC17,277$802K0.22%013F-HRTimeline
Williams & Novak Wealth Management, LLC17,236$800K0.77%-12,79013F-HRTimeline
Vista Cima Wealth Management LLC16,693$775K0.81%13F-HRTimeline
Kuhn & Co Investment Counsel16,149$749K0.64%+84313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,758$731K0.01%-7,57613F-HRTimelineGroup
Vise Technologies, Inc.14,968$695K0.06%new13F-HRTimeline
COMERICA BANK14,709$683K<0.01%+56213F-HR/ATimeline
Arkadios Wealth Advisors14,522$674K0.04%+78113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,000$650K<0.01%-47,10013F-HRTimeline
Pathway Financial Advisors LLC13,209$613K0.14%013F-HRTimeline
Medallion Wealth Advisors, LLC12,673$588K0.29%13F-HRTimeline
Evolution Wealth Advisors, LLC12,455$578K0.1%-5013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,069$560K0.01%-7613F-HRTimelineGroup
Betterment LLC11,736$545K<0.01%+8013F-HRTimeline
Perigon Wealth Management, LLC11,708$543K0.01%+4,55113F-HRTimeline
Janney Montgomery Scott LLC11,425$530K<0.01%+1,43113F-HRTimeline
WCG Wealth Advisors LLC10,814$502K0.03%-8513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,689$497K0.05%-1,76813F-HRTimeline
First Heartland Consultants, Inc.10,669$495K0.05%-2,22413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,640$494K0.03%+7313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,587$491K0.02%-79113F-HRTimelineGroup
OneDigital Investment Advisors LLC9,678$449K0.01%-12,29413F-HRTimeline
Foundations Investment Advisors, LLC8,972$416K0.01%+1,35313F-HRTimeline
Fortis Group Advisors, LLC8,818$409K0.08%+10613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,251$383K<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc8,183$380K0.25%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,027$372K<0.01%-1,34113F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV7,887$366K0.06%-1,78113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,740$359K0.01%-26513F-HRTimelineGroup
Richmond Investment Services, LLC7,582$352K0.2%13F-HRTimeline
Financial Engines Advisors L.L.C.7,107$330K<0.01%-2,23613F-HRTimeline
Integrated Advisors Network LLC7,068$328K0.02%-2,13513F-HRTimeline
WEDBUSH SECURITIES INC6,405$297K0.01%-54513F-HRTimeline
Consolidated Portfolio Review Corp6,088$282K0.04%-2313F-HRTimeline
Ausdal Financial Partners, Inc.5,848$271K0.02%-23313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,720$265K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC5,706$265K<0.01%+79413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,635$261K<0.01%+6013F-HRTimelineGroup
WealthCare Investment Partners, LLC5,395$251K0.11%+21713F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,235$243K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC5,105$237K0.05%new13F-HRTimeline
EP Wealth Advisors, LLC5,092$236K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,077$236K0.01%+5,04513F-HRTimeline
NorthLanding Financial Partners, LLC5,063$235K0.24%+4813F-HRTimeline
Emergent Wealth Advisors, LLC4,860$226K0.16%new13F-HRTimeline
Aspire Capital Advisors LLC4,387$204K0.06%+4613F-HRTimeline
Allworth Financial LP2,545$118K<0.01%-99013F-HRTimeline
Key Financial Inc2,367$110K0.02%+2913F-HRTimeline
Geneos Wealth Management Inc.2,185$101K<0.01%+21013F-HRTimeline
PRIVATE TRUST CO NA2,099$97.4K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,954$90.7K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC1,609$74.7K0.02%013F-HR/ATimeline
Bogart Wealth, LLC1,607$74.6K<0.01%+40713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,515$70.3K0.01%+65413F-HRTimelineGroup
Northwest Capital Management Inc1,331$61.8K0.03%-83213F-HRTimeline
Castleview Partners, LLC1,235$57.4K0.03%-31413F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.1,178$54.7K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,174$54.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,172$54.4K0.02%013F-HRTimeline
LGT Financial Advisors LLC1,133$52.6K0.12%-97213F-HRTimeline
Fortitude Family Office, LLC821$38.1K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…720$33.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc639$29.6K<0.01%-5413F-HRTimeline
HARBOUR INVESTMENTS, INC.608$28.2K<0.01%-83313F-HRTimeline
TD Waterhouse Canada Inc.543$25.2K<0.01%013F-HRTimeline
NFSG Corp501$23.2K0.01%-26513F-HRTimeline
AE Wealth Management LLC338$15.7K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC276$13K<0.01%-36713F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC253$11.7K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…184$8.54K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…184$8.54K<0.01%-513F-HRTimeline
Transce3nd, LLC121$5.61K<0.01%13F-HRTimeline
WR Wealth Planners, LLC100$4.64K<0.01%013F-HRTimeline
Sandy Spring Bank52$2.41K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …43$2K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC36$1.66K<0.01%-12313F-HRTimeline
Wagner Wealth Management, LLC28$1.32K<0.01%013F-HRTimeline
Larson Financial Group LLC24$1.11K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1$47<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$46<0.01%013F-HRTimelineGroup
High Note Wealth, LLC0$15<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.