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Disclosery

GTO INVESCO ACTIVELY MANAGED EXC

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TOTAL RETURN (fund)

194 managers (195 13F filers) reported a position in GTO shares at 2025-03-31, 34,926,500 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
194
13F filers
195
New
20
Added
96
Reduced
62
Sold out
14
Shares held by filers
34,926,500

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC3,196,882$150M0.06%-3,29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,135,530$147M+262,354Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,946,275$138M0.31%-78,28913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,349,347$110M0.02%+85213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,946,570$91.4M0.01%+191,02613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,695,993$79.6M0.32%+103,17613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,108,392$52M0.01%+481,54413F-HRTimelineGroup
Brio Consultants, LLC974,359$45.7M7.18%+57,22813F-HR/ATimeline
RTD Financial Advisors, Inc.852,136$40M5.38%+2,54913F-HRTimeline
Tidemark, LLC774,322$36.3M13.33%+50,96513F-HRTimeline
KWB Wealth779,345$36.2M4.36%-3,87513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/734,386$34.5M<0.01%+3,06913F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.714,829$33.5M4.57%+14,15913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.599,185$28.1M0.05%+2,58413F-HRTimelineGroup
Private Advisor Group, LLC595,046$27.9M0.17%+54,73813F-HRTimeline
Dynamic Advisor Solutions LLC581,845$27.3M0.9%+20,01813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management561,468$26.3M0.84%+13,25713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management499,964$23.5M0.34%-37,99013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC414,318$19.4M0.01%+10,08313F-HRTimelineGroup
Cetera Investment Advisers397,589$18.7M0.04%+257,37013F-HRTimeline
IFG Advisory, LLC380,106$17.8M0.99%+9,40913F-HRTimeline
Focus Financial Network, Inc.374,240$17.6M0.72%+6,42613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN342,738$16.1M<0.01%+36,75413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC302,651$14.2M0.5%-16,12613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC301,172$14.1M1.17%+30,28613F-HRTimeline
Petix & Botte Co299,468$14.1M3.7%+89,37213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…265,234$12.4M0.02%+89,01613F-HRTimeline
Rooted Wealth Advisors, Inc.248,579$11.7M5.05%-7,96813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC246,510$11.6M1.16%-154,84613F-HR/ATimeline
Stewardship Advisors, LLC245,138$11.5M3.11%+9,74613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC228,191$10.7M3.84%-52,23113F-HRTimeline
Good Life Advisors, LLC224,731$10.5M0.74%+38,93213F-HRTimeline
BEACON FINANCIAL PLANNING, INC211,633$9.93M5.71%-30,00213F-HRTimeline
VestGen Advisors, LLC206,021$9.67M0.44%13F-HRTimeline
Snowden Capital Advisors LLC197,934$9.29M0.3%-1,51313F-HRTimeline
World Investment Advisors197,464$9.27M0.24%+9,00213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP195,460$9.15M0.01%+41,03513F-HR/ATimelineGroup
American Capital Advisory, LLC185,262$8.69M4.69%+46,13213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP184,277$8.65M0.01%-22,63113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC173,637$8.15M0.03%+22,74713F-HRTimeline
Simplicity Wealth,LLC166,556$7.82M0.61%new13F-HRTimeline
PFG Advisors161,196$7.56M0.42%+12,99413F-HRTimeline
Regal Investment Advisors LLC150,431$7.06M0.57%+2,90613F-HRTimeline
CHANNEL WEALTH LLC144,804$6.8M2.11%-54,73513F-HRTimeline
Integrated Wealth Concepts LLC139,008$6.52M0.08%+22,72313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.134,742$6.32M3.02%-407,58813F-HRTimeline
BOS Asset Management, LLC124,318$5.83M2%+16,66413F-HRTimeline
Atlas Legacy Advisors, LLC123,184$5.76M1.46%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,963$5.54M0.01%+50,65713F-HR/ATimelineGroup
NewEdge Advisors, LLC116,522$5.47M0.03%+3,89113F-HRTimeline
IHT Wealth Management, LLC112,460$5.28M0.16%+38,80113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO110,671$5.19M<0.01%+22,93713F-HRTimelineGroup
Avid Wealth Partners LLC109,881$5.16M3.5%+27,40013F-HRTimeline
Fjell Capital, LLC103,262$4.85M4.91%-18,53313F-HRTimeline
Asset Allocation Strategies LLC102,436$4.81M1.2%+18,29113F-HRTimeline
Insight Wealth Partners, LLC101,293$4.75M2.86%+1,57513F-HRTimeline
Goodman Advisory Group, LLC93,571$4.39M1.34%+7,47313F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.91,018$4.27M0.03%+2,43113F-HRTimeline
USAdvisors Wealth Management, LLC87,040$4.08M1.42%-1,20313F-HRTimeline
IAG Wealth Partners, LLC86,246$4.05M0.63%-10,33713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC85,840$4.03M<0.01%+38,94013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,674$3.88M<0.01%-5,72913F-HR/ATimelineGroup
Mechanics Bank Trust Department75,832$3.56M0.49%-86613F-HRTimeline
Colonial River Investments, LLC74,465$3.49M1.92%new13F-HRTimeline
Total Clarity Wealth Management, Inc.73,762$3.42M1.12%-83713F-HRTimeline
Sandbox Financial Partners, LLC71,080$3.34M1.18%+1,10613F-HRTimeline
Northwest Financial Advisors68,390$3.21M2.66%+11,11913F-HRTimeline
Cooper Financial Group67,480$3.17M0.42%+4,03313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC65,957$3.1M0.86%+5,45713F-HRTimeline
Scarborough Advisors, LLC63,529$2.98M0.42%+5,21513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,363$2.93M<0.01%-4,85013F-HRTimeline
Cambridge Investment Research Advisors,…58,290$2.74M0.01%+3,50613F-HRTimeline
Destiny Capital Corp/CO57,248$2.69M1.83%-5,39113F-HRTimeline
Marcum Wealth, LLC57,117$2.68M0.23%+1,42913F-HRTimeline
Cook Wealth, LLC56,217$2.61M1.27%+2,07613F-HRTimeline
Gladstone Institutional Advisory LLC54,372$2.55M0.12%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,122$2.4M<0.01%+45,40213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,764$2.38M0.01%-121,99513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC46,023$2.16M0.01%+7,39213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV45,766$2.15M<0.01%-7,01613F-HRTimeline
Merit Financial Group, LLC43,622$2.05M0.03%-114,59113F-HRTimeline
HUB Investment Partners, LLC42,344$1.99M0.08%-8,20513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,767$1.96M0.05%-1,42813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC40,777$1.91M0.1%-1,60313F-HRTimeline
&PARTNERS37,695$1.76M0.02%+15,21113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,807$1.68M0.02%-59013F-HRTimelineGroup
Treasure Coast Financial Planning34,785$1.63M1.01%-1,60013F-HRTimeline
Retirement Planning Group, LLC34,607$1.62M0.08%-1,55913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,052$1.6M<0.01%-4,18013F-HRTimeline
Arete Wealth Advisors, LLC33,653$1.58M0.12%-8,26013F-HRTimeline
Orion Porfolio Solutions, LLC33,228$1.56M0.02%+7,07213F-HRTimeline
Orion Portfolio Solutions, LLC33,228$1.56M0.02%+7,07213F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP33,104$1.55M0.12%+2,70213F-HRTimeline
GeoWealth Management, LLC32,494$1.52M0.06%-549,71913F-HRTimeline
PAX Financial Group, LLC32,418$1.52M0.27%+8,38113F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.30,542$1.43M1.05%+8,25813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,100$1.41M<0.01%+16,10013F-HRTimeline
RFG Advisory, LLC30,010$1.41M0.04%-4,41013F-HRTimeline
Richmond Investment Services, LLC27,757$1.3M0.71%+20,17513F-HRTimeline
IFP Advisors, Inc26,726$1.25M0.04%+26,08713F-HRTimeline
J.W. COLE ADVISORS, INC.25,382$1.19M0.04%new13F-HRTimeline
JT Stratford LLC25,138$1.18M0.21%+5,59613F-HRTimeline
Clearstead Advisors, LLC23,503$1.1M0.02%+3,53013F-HRTimeline
Sequent Planning LLC22,280$1.05M0.38%-3,50313F-HRTimeline
MSH Capital Advisors LLC21,461$1.01M0.31%-9,81113F-HRTimeline
HighTower Advisors, LLC21,100$990K<0.01%+2,80913F-HRTimeline
HBW ADVISORY SERVICES LLC20,646$969K0.14%-1,17813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,527$961K0.09%+9,83813F-HR/ATimeline
Elios Financial Group Inc.20,021$940K0.46%+62813F-HRTimeline
Schneider Downs Wealth Management Advis…19,113$897K0.16%-16,76613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,616$874K0.02%new13F-HRTimeline
Vista Cima Wealth Management LLC17,994$844K0.91%+1,30113F-HR/ATimeline
Financial Designs Corp17,533$823K0.57%-133,32113F-HRTimeline
COMERICA BANK16,564$777K<0.01%+1,85513F-HRTimeline
Arkadios Wealth Advisors16,033$752K0.03%+1,51113F-HRTimeline
Kuhn & Co Investment Counsel15,663$735K0.62%-48613F-HRTimeline
FLOW TRADERS U.S. LLC15,658$735K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC15,311$719K<0.01%+3,88613F-HRTimeline
Founders Financial Alliance, LLC14,711$690K0.17%-2,56613F-HRTimeline
Evolution Wealth Advisors, LLC14,665$688K0.11%+2,21013F-HRTimeline
Pathway Financial Advisors LLC13,209$620K0.11%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,925$607K0.01%-7,64213F-HRTimelineGroup
Medallion Wealth Advisors, LLC11,934$561K0.25%-73913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,069$560K0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC11,764$552K0.01%+5613F-HRTimeline
Betterment LLC11,694$549K<0.01%-4213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,508$540K<0.01%+3,48113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,499$540K0.03%+85913F-HRTimelineGroup
Financial Advocates Investment Manageme…11,250$528K0.04%-12,64013F-HRTimeline
OneDigital Investment Advisors LLC10,881$511K0.01%+1,20313F-HRTimeline
First Heartland Consultants, Inc.10,803$507K0.05%+13413F-HRTimeline
Barnes Wealth Management Group, Inc10,781$506K0.32%+2,59813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,466$491K0.01%-5,29213F-HRTimelineGroup
WCG Wealth Advisors LLC10,422$489K0.04%-39213F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,015$423K0.01%-1,57213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,742$410K<0.01%+49113F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,404$394K0.03%+2,55613F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV7,520$353K0.05%-36713F-HRTimeline
Bogart Wealth, LLC7,097$333K0.02%+5,49013F-HRTimeline
Geneos Wealth Management Inc.6,995$328K<0.01%+4,81013F-HRTimeline
Financial Engines Advisors L.L.C.6,987$328K<0.01%-12013F-HRTimeline
Consolidated Portfolio Review Corp6,622$311K0.05%+53413F-HRTimeline
Atria Wealth Solutions, Inc.6,389$300K<0.01%-12,37513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,283$295K<0.01%-82,32713F-HRTimelineGroup
Advisory Services Network, LLC6,133$288K0.01%+42713F-HRTimeline
Empirical Asset Management, LLC6,130$288K0.1%new13F-HRTimeline
Opes Wealth Management LLC5,868$275K0.06%new13F-HRTimeline
Alteri Wealth LLC5,826$273K0.12%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,700$268K<0.01%+6513F-HRTimelineGroup
Integrated Advisors Network LLC5,644$265K0.01%-1,42413F-HRTimeline
Sowell Financial Services LLC5,510$259K0.01%new13F-HRTimeline
WealthCare Investment Partners, LLC5,462$250K0.11%+6713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,236$246K0.01%-2,50413F-HRTimelineGroup
NorthLanding Financial Partners, LLC5,115$240K0.24%+5213F-HRTimeline
WEDBUSH SECURITIES INC5,115$240K0.01%-1,29013F-HRTimeline
Farther Finance Advisors, LLC5,077$239K0.01%013F-HRTimeline
Aspire Capital Advisors LLC4,438$208K0.06%+5113F-HRTimeline
Impact Partnership Wealth, LLC4,418$207K0.04%-68713F-HRTimeline
Emergent Wealth Advisors, LLC4,409$207K0.15%-45113F-HRTimeline
Gilliland Jeter Wealth Management LLC4,387$206K0.07%new13F-HRTimeline
Allworth Financial LP2,545$118K<0.01%013F-HRTimeline
Key Financial Inc2,483$117K0.03%+11613F-HRTimeline
PRIVATE TRUST CO NA2,099$98.5K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,609$75.5K0.02%013F-HR/ATimeline
Northwest Capital Management Inc1,398$65.6K0.03%+6713F-HRTimeline
Kiker Wealth Management, LLC1,332$62.5K0.04%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,293$60.7K0.01%-22213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,204$56.5K<0.01%+2613F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,176$55.2K0.02%+413F-HRTimeline
Parallel Advisors, LLC1,174$55.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,137$53.4K0.16%+413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,104$51.8K<0.01%+92013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.903$42.4K<0.01%+29513F-HRTimeline
TD Waterhouse Canada Inc.543$25.5K<0.01%013F-HRTimeline
NFSG Corp501$23.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.441$20.7K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV430$20.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co419$19.7K<0.01%new13F-HRTimeline
Cooksen Wealth, LLC224$10.5K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC223$10K<0.01%-5313F-HRTimelineGroup
Steward Partners Investment Advisory, L…168$7.88K<0.01%-1613F-HRTimeline
AE Wealth Management LLC150$7.04K<0.01%-18813F-HRTimeline
UBS Group AGin group UBS Group AG144$6.76K<0.01%-1,81013F-HRTimelineGroup
Transce3nd, LLC121$5.68K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …43$2.02K<0.01%13F-HRTimelineGroup
Hurley Capital, LLC40$1.88K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC36$1.7K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC29$1.35K<0.01%+113F-HRTimeline
Larson Financial Group LLC24$1.14K<0.01%013F-HRTimeline
Arax Advisory Partners13$611<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC11$516<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.1$47<0.01%013F-HRTimeline
High Note Wealth, LLC0$15<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.