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Disclosery

GTO INVESCO ACTIVELY MANAGED EXC

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TOTAL RETURN (fund)

193 managers (194 13F filers) reported a position in GTO shares at 2025-09-30, 36,014,543 shares in all. 14 filers opened a position and 16 filers sold out during the quarter.

Managers
193
13F filers
194
New
14
Added
87
Reduced
71
Sold out
16
Shares held by filers
36,014,543

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC4,480,330$213M0.06%+436,72113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,144,251$149M+109,459Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,904,834$138M0.19%-83,88913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,501,302$119M0.02%+90,18713F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,899,614$90.3M0.27%+200,27313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,652,064$78.5M<0.01%-242,89613F-HR/ATimelineGroup
Private Advisor Group, LLC1,174,948$55.8M0.27%-174,36513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,145,806$54.4M0.01%+10,35813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,066,288$50.7M<0.01%-3,77513F-HR/ATimelineGroup
Brio Consultants, LLC1,059,618$50.3M6.93%+46,48513F-HRTimeline
RTD Financial Advisors, Inc.876,993$41.7M5.01%+33,58313F-HRTimeline
KWB Wealth757,985$35.5M3.93%-12,16213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.724,927$34.4M4.21%+13,20013F-HRTimeline
Dynamic Advisor Solutions LLC621,592$29.5M0.86%+22,82713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC525,113$24.9M0.01%+44,11013F-HRTimelineGroup
Cetera Investment Advisers523,083$24.9M0.03%+108,75813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management494,094$23.5M0.28%-24,37313F-HRTimelineGroup
Petix & Botte Co402,874$19.1M4.42%+51,77313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC346,275$16.5M0.46%+28,68913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN345,768$16.4M<0.01%-8,19613F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC331,134$15.7M1.06%+20,21313F-HRTimeline
Focus Financial Network, Inc.314,192$14.9M0.53%+14,25113F-HRTimeline
Richmond Investment Services, LLC309,581$14.7M2.74%+73,03913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC288,478$13.7M1.07%+13,58613F-HR/ATimeline
Rooted Wealth Advisors, Inc.276,368$13.2M4.01%+12,02113F-HRTimeline
IFG Advisory, LLC270,661$12.9M0.58%+7,88513F-HRTimeline
World Investment Advisors260,531$12.4M0.25%+42,14213F-HRTimeline
Stewardship Advisors, LLC259,515$12.3M2.92%+13,71513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP241,867$11.5M0.01%+17,51113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC232,955$11.1M0.03%+32,04813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC230,420$10.9M3.43%+22,66513F-HRTimeline
Vestmark Advisory Solutions, Inc.214,926$10.2M0.19%+111,58613F-HRTimeline
VestGen Advisors, LLC213,046$10.1M0.34%+3,29913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…201,798$9.6M0.01%-3,49113F-HRTimeline
BEACON FINANCIAL PLANNING, INC194,547$9.24M4.79%-4,00613F-HRTimeline
American Capital Advisory, LLC194,485$9.24M4.29%+7,64313F-HRTimeline
NewEdge Advisors, LLC186,806$8.88M0.04%+70,56413F-HRTimeline
PFG Advisors177,994$8.46M0.35%+7,75713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC160,314$7.62M1.07%+57,72413F-HRTimeline
Asset Allocation Strategies LLC158,661$7.54M1.49%+30,73513F-HRTimeline
Regal Investment Advisors LLC158,158$7.51M0.49%+3,54513F-HRTimeline
Atlas Legacy Advisors, LLC143,768$6.83M1.32%+15,02813F-HRTimeline
Signal Advisors Wealth, LLC142,140$6.75M0.61%new13F-HRTimeline
Integrated Wealth Concepts LLC137,467$6.53M0.06%-1,18213F-HRTimeline
IHT Wealth Management, LLC135,985$6.46M0.16%+5,21413F-HRTimeline
BOS Asset Management, LLC135,305$6.43M1.81%+10,31913F-HRTimeline
Insight Wealth Partners, LLC124,604$5.92M2.62%+21,72913F-HRTimeline
Total Clarity Wealth Management, Inc.118,785$5.64M1.5%+8,59713F-HRTimeline
CHANNEL WEALTH LLC113,204$5.38M1.44%-29,56713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC111,964$5.32M<0.01%+67,64713F-HRTimelineGroup
Daner Wealth Management, LLC110,090$5.28M3.42%+1,42913F-HRTimeline
USAdvisors Wealth Management, LLC108,814$5.17M1.78%+8,92313F-HRTimeline
Fjell Capital, LLC97,170$4.62M4.07%-4,53213F-HRTimeline
Colonial River Investments, LLC92,900$4.41M1.63%+11,71813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC92,475$4.39M0.09%+13,46813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,270$4.38M<0.01%+29,61513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC90,390$4.29M<0.01%-8,59013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS86,798$4.12M0.01%+1,36813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,330$4.05M0.01%-558,16713F-HRTimelineGroup
Tidemark, LLC83,942$3.99M1.16%-698,53513F-HRTimeline
Sandbox Financial Partners, LLC80,049$3.8M1.09%+6,95613F-HRTimeline
Avid Wealth Partners LLC79,857$3.79M1.89%-33513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO79,740$3.79M<0.01%-2,27213F-HR/ATimelineGroup
IFP Advisors, Inc79,149$3.76M0.1%+10,45013F-HR/ATimeline
Mechanics Bank Trust Department73,991$3.52M0.49%+4,45013F-HRTimeline
Gladstone Institutional Advisory LLC70,213$3.34M0.13%+4,04013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,590$3.21M0.06%+13,65713F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,562$3.02M0.01%-1,03913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,263$3.01M<0.01%-100,64713F-HRTimelineGroup
Northwest Financial Advisors58,146$2.76M3.55%+5,80413F-HRTimeline
Cooper Financial Group55,448$2.63M0.29%-4,97313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC53,559$2.57M<0.01%-5,23113F-HRTimelineGroup
Destiny Capital Corp/CO53,344$2.53M1.38%-3,22213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,958$2.42M<0.01%-6,39613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$2.38M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,511$2.07M0.01%-6,98413F-HRTimelineGroup
Sanctuary Advisors, LLC39,897$1.9M0.01%+20,46413F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC38,695$1.84M<0.01%-11,30513F-HRTimeline
J.W. COLE ADVISORS, INC.38,497$1.83M0.04%+9,62013F-HRTimeline
FLOW TRADERS U.S. LLC37,881$1.8M0.07%+14,89413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,546$1.78M0.08%+49713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,047$1.76M0.01%-5,07013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,835$1.7M0.01%-5,19013F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.35,640$1.69M0.61%+12,60113F-HRTimeline
PAX Financial Group, LLC35,245$1.67M0.3%+2,36313F-HRTimeline
Snowden Capital Advisors LLC34,967$1.66M0.05%-166,00213F-HRTimeline
Treasure Coast Financial Planning33,491$1.59M0.89%-60413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,122$1.53M0.09%-19813F-HRTimeline
Simplicity Wealth,LLC31,953$1.52M0.09%-46,71913F-HRTimeline
Retirement Planning Group, LLC31,771$1.51M0.05%-1,25213F-HRTimeline
Orion Porfolio Solutions, LLC30,593$1.45M0.01%-1,44113F-HRTimeline
JT Stratford LLC30,516$1.45M0.19%+5,10213F-HRTimeline
HUB Investment Partners, LLC28,085$1.33M0.05%-8,36713F-HRTimeline
Clearstead Advisors, LLC27,507$1.31M0.02%-5,00713F-HRTimeline
GeoWealth Management, LLC26,385$1.25M0.05%-2,29113F-HRTimeline
Sequent Planning LLC26,346$1.25M0.36%+2,06213F-HRTimeline
Janney Montgomery Scott LLC25,076$1.19M<0.01%+3,87013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.24,893$1.18M0.46%-51813F-HRTimeline
HighTower Advisors, LLC24,840$1.18M<0.01%+1,82413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,237$1.15M0.09%+3,71013F-HRTimeline
Arete Wealth Advisors, LLC20,438$971K0.06%-10,61413F-HRTimeline
Vista Cima Wealth Management LLC18,320$870K0.73%+31813F-HRTimeline
Financial Designs Corp17,109$814K0.47%+43613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,105$813K0.04%+5,46913F-HRTimelineGroup
RFG Advisory, LLC16,636$790K0.02%-8,00013F-HRTimeline
MSH Capital Advisors LLC15,983$759K0.2%-5,58613F-HRTimeline
Arkadios Wealth Advisors15,927$757K0.02%-17413F-HRTimeline
COMERICA BANK15,886$755K<0.01%-56313F-HRTimeline
Merit Financial Group, LLC15,695$746K0.01%-10,31913F-HR/ATimeline
Kuhn & Co Investment Counsel15,663$744K0.59%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,147$672K<0.01%-2,13013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,449$639K0.01%-18613F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC13,269$630K0.13%-73613F-HRTimeline
Pathway Financial Advisors LLC13,209$628K0.08%013F-HRTimeline
Aspire Capital Advisors LLC13,028$619K0.15%+2,18513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,668$602K<0.01%-28,76013F-HRTimeline
&PARTNERS12,243$582K<0.01%-95713F-HRTimeline
Perigon Wealth Management, LLC12,108$575K0.01%-6713F-HRTimeline
Barnes Wealth Management Group, Inc12,060$573K0.32%+1,19313F-HRTimeline
Evolution Wealth Advisors, LLC11,992$570K0.08%-2,70313F-HRTimeline
OneDigital Investment Advisors LLC10,972$521K0.01%+9113F-HRTimeline
Medallion Wealth Advisors, LLC10,261$488K0.17%-39713F-HRTimeline
Krilogy Financial LLC9,798$465K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC9,761$464K0.09%-4,95013F-HRTimeline
First Heartland Consultants, Inc.9,631$458K0.04%-63813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,434$448K0.02%-481,98813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…9,385$446K0.05%013F-HRTimeline
Empirical Asset Management, LLC9,367$445K0.12%+1,95913F-HRTimeline
Global Retirement Partners, LLC8,698$413K0.01%+4,53113F-HRTimeline
Alteri Wealth LLC8,091$384K0.13%+1,34313F-HRTimeline
Ausdal Financial Partners, Inc.8,060$383K0.02%+3,50613F-HRTimeline
Consolidated Portfolio Review Corp7,763$369K0.05%+11413F-HRTimeline
Bogart Wealth, LLC7,757$369K0.01%+1,40913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV7,670$364K0.04%-7,67013F-HRTimeline
Axim Planning & Wealth7,434$353K0.28%-1,27513F-HRTimeline
Betterment LLC7,434$353K<0.01%+19413F-HRTimeline
Advisory Services Network, LLC7,294$347K0.01%+1,08613F-HRTimeline
Financial Engines Advisors L.L.C.7,016$333K<0.01%013F-HRTimeline
BLVD Private Wealth, LLC6,973$331K0.28%-10,01213F-HRTimeline
Vise Technologies, Inc.6,921$329K0.01%-13,77513F-HRTimeline
Solutions 4 Wealth, Ltd6,560$312K0.48%013F-HRTimeline
BIP Wealth, LLC6,400$304K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,188$294K<0.01%+23613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,125$291K<0.01%-7,93713F-HRTimelineGroup
Fortis Group Advisors, LLC5,943$283K0.05%+3713F-HRTimeline
Sowell Financial Services LLC5,907$281K0.01%-67013F-HRTimeline
Independent Advisor Alliance5,895$280K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,807$276K0.01%-1,74213F-HRTimelineGroup
WealthCare Investment Partners, LLC5,594$266K0.09%+7013F-HRTimeline
NorthLanding Financial Partners, LLC5,226$248K0.21%+5913F-HRTimeline
Kera Capital Partners, Inc.5,193$247K0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,176$246K<0.01%+4613F-HRTimelineGroup
Emergent Wealth Advisors, LLC4,643$221K0.13%013F-HRTimeline
Williams & Novak Wealth Management, LLC4,586$218K0.17%+7313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,393$209K0.01%-8313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,306$205K0.01%+4,08213F-HRTimelineGroup
IAG Wealth Partners, LLC4,206$200K0.02%-2,46613F-HRTimeline
Goodman Advisory Group, LLC4,193$199K0.05%new13F-HRTimeline
CoreCap Advisors, LLC3,710$176K0.01%+60513F-HRTimeline
Wealth Watch Advisors, INC3,510$167K0.07%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,875$137K0.01%new13F-HRTimeline
Allworth Financial LP2,545$121K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,368$112K0.16%13F-HR/ATimeline
Geneos Wealth Management Inc.2,185$104K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,099$99.7K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,832$87K<0.01%+1,70713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,625$77.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,458$69.3K<0.01%-4,30213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,278$60.7K<0.01%-7413F-HRTimeline
Pinnacle Bancorp, Inc.1,044$49.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC823$39.1K0.08%013F-HRTimeline
True Wealth Design, LLC615$29.2K0.01%new13F-HRTimeline
Northwest Capital Management Inc613$29.1K0.03%-30013F-HRTimeline
Key Financial Inc544$25.9K<0.01%-1,89513F-HRTimeline
TD Waterhouse Canada Inc.543$25.8K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners538$25.6K<0.01%-66513F-HRTimelineGroup
AE Wealth Management LLC511$24.3K<0.01%+5913F-HRTimeline
NFSG Corp501$23.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV430$20.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.184$8.74K<0.01%+14213F-HRTimeline
Steward Partners Investment Advisory, L…168$7.98K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.164$7.79K<0.01%-48113F-HRTimeline
Prestige Wealth Management Group LLC85$4.04K<0.01%-47413F-HR/ATimeline
Guerra Advisors Inc72$3.42K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC44$2.09K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …43$2.04K<0.01%13F-HRTimelineGroup
Frazier Financial Advisors, LLC37$1.76K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC29$1.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC18$855<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8$380<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.5$238<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1$48<0.01%-1613F-HRTimelineGroup
High Note Wealth, LLC0$15<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.