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Disclosery

GTO INVESCO ACTIVELY MANAGED EXC

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TOTAL RETURN (fund)

206 managers (207 13F filers) reported a position in GTO shares at 2025-12-31, 37,871,007 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
206
13F filers
207
New
15
Added
87
Reduced
69
Sold out
15
Shares held by filers
37,871,007

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC4,533,853$215M0.06%+53,52313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,181,308$198M0.02%+1,680,00613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,228,086$153M+83,835Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,706,293$128M0.19%-198,54113F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,060,937$97.7M0.26%+161,32313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,722,422$81.7M<0.01%+70,35813F-HR/ATimelineGroup
Private Advisor Group, LLC1,139,821$54.1M0.25%-35,12713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,139,264$54M0.01%-6,54213F-HRTimelineGroup
Brio Consultants, LLC1,137,747$54M7.01%+78,12913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,131,983$53.7M<0.01%+65,69513F-HRTimelineGroup
RTD Financial Advisors, Inc.812,872$38.5M4.7%-64,12113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.741,142$35.1M4.11%+16,21513F-HRTimeline
Dynamic Advisor Solutions LLC592,704$28.1M0.9%-28,88813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC574,856$27.3M0.01%+49,74313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management511,314$24.2M0.28%+17,22013F-HRTimelineGroup
Cetera Investment Advisers487,045$23.1M0.03%-36,03813F-HRTimeline
Petix & Botte Co459,615$21.8M4.94%+56,74113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC372,037$17.6M1.25%+40,90313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC362,631$17.2M0.45%+16,35613F-HRTimeline
Richmond Investment Services, LLC345,056$16.4M2.83%+35,47513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN310,031$14.7M<0.01%-35,73713F-HRTimelineGroup
Focus Financial Network, Inc.309,590$14.7M0.51%-4,60213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC309,205$14.7M0.98%+20,72713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP296,829$14.1M0.01%+54,96213F-HRTimelineGroup
World Investment Advisors282,763$13.4M0.22%+22,23213F-HR/ATimeline
MML INVESTORS SERVICES, LLC280,560$13.3M0.03%+47,60513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC274,278$13M4.04%+43,85813F-HRTimeline
Rooted Wealth Advisors, Inc.271,277$12.9M3.62%-5,09113F-HRTimeline
American Capital Advisory, LLC270,187$12.8M5.57%+75,70213F-HRTimeline
KWB Wealth250,768$11.9M1.13%-507,21713F-HRTimeline
Vestmark Advisory Solutions, Inc.247,817$11.8M0.16%+32,89113F-HRTimeline
IFG Advisory, LLC228,774$10.8M0.47%-41,88713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC224,498$10.6M0.19%+132,02313F-HR/ATimeline
NewEdge Advisors, LLC214,035$10.1M0.04%+27,22913F-HRTimeline
BEACON FINANCIAL PLANNING, INC194,617$9.23M4.45%+7013F-HRTimeline
Stewardship Advisors, LLC194,176$9.21M2.13%-65,33913F-HRTimeline
PFG Advisors183,813$8.72M0.42%+5,81913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…179,241$8.52M0.01%-22,55713F-HRTimeline
Cooper Financial Group178,147$8.45M0.9%+122,69913F-HRTimeline
Regal Investment Advisors LLC163,973$7.78M0.46%+5,81513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC152,012$7.21M1.37%-8,30213F-HRTimeline
Atlas Legacy Advisors, LLC149,784$7.1M1.25%+6,01613F-HRTimeline
BOS Asset Management, LLC140,416$6.66M1.78%+5,11113F-HRTimeline
IHT Wealth Management, LLC137,314$6.51M0.16%+1,32913F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.136,376$6.47M4.53%+100,73613F-HRTimeline
Insight Wealth Partners, LLC132,028$6.26M2.61%+7,42413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,374$6.23M<0.01%+39,10413F-HRTimelineGroup
Signal Advisors Wealth, LLC126,190$5.98M0.48%-15,95013F-HRTimeline
Tailwinds Wealth, LLC123,697$5.87M6.32%13F-HRTimeline
Daner Wealth Management, LLC122,747$5.85M3.58%+12,65713F-HRTimeline
USAdvisors Wealth Management, LLC123,386$5.85M1.93%+14,57213F-HRTimeline
Asset Allocation Strategies LLC119,622$5.67M1.05%-39,03913F-HRTimeline
CHANNEL WEALTH LLC109,277$5.18M1.31%-3,92713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…100,909$4.79M0.05%+33,31913F-HRTimelineGroup
Fjell Capital, LLC99,036$4.7M3.6%+1,86613F-HRTimeline
Total Clarity Wealth Management, Inc.95,701$4.54M1.1%-23,08413F-HRTimeline
Integrated Wealth Concepts LLC94,789$4.49M0.05%-42,67813F-HRTimeline
Curry Webb Wealth Management LLC94,195$4.47M2.22%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC93,894$4.45M<0.01%+3,50413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,558$4.25M0.01%+4,22813F-HRTimelineGroup
Colonial River Investments, LLC84,344$4M1.43%-8,55613F-HRTimeline
IFP Advisors, Inc80,664$3.83M0.09%+1,51513F-HRTimeline
Tidemark, LLC80,214$3.8M1.08%-3,72813F-HRTimeline
Mechanics Bank Trust Department78,018$3.7M0.48%+4,02713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,800$3.69M0.01%-8,99813F-HRTimeline
Northwest Financial Advisors70,534$3.34M6.88%+12,38813F-HRTimeline
Gladstone Institutional Advisory LLC70,247$3.33M0.13%+3413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68,828$3.26M<0.01%-10,91213F-HRTimelineGroup
Avid Wealth Partners LLC66,334$3.15M1.54%-13,52313F-HRTimeline
Cambridge Investment Research Advisors,…63,871$3.03M0.01%+30913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC56,538$2.68M<0.01%+2,97913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,984$2.61M0.01%+11,47313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,225$2.52M<0.01%+3,22513F-HR/ATimelineGroup
Destiny Capital Corp/CO52,166$2.47M1.27%-1,17813F-HRTimeline
Simplicity Wealth,LLC50,368$2.39M0.14%+18,41513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,994$2.33M0.07%new13F-HRTimelineGroup
VestGen Advisors, LLC44,576$2.11M0.09%-168,47013F-HRTimeline
J.W. COLE ADVISORS, INC.41,905$1.99M0.05%+3,40813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,516$1.83M0.09%+97013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,078$1.81M0.02%+2,24313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC37,050$1.76M0.01%+313F-HRTimelineGroup
PAX Financial Group, LLC33,872$1.61M0.28%-1,37313F-HRTimeline
Treasure Coast Financial Planning33,377$1.58M0.84%-11413F-HRTimeline
Clearstead Advisors, LLC31,609$1.5M0.02%+4,10213F-HRTimeline
Retirement Planning Group, LLC31,537$1.5M0.05%-23413F-HRTimeline
HighTower Advisors, LLC29,815$1.41M<0.01%+4,97513F-HRTimeline
Orion Porfolio Solutions, LLC29,796$1.41M0.01%-79713F-HRTimeline
Sequent Planning LLC29,196$1.38M0.35%+2,85013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,927$1.37M0.08%-3,19513F-HRTimeline
Sanctuary Advisors, LLC27,991$1.33M0.01%-11,90613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED27,736$1.32M0.09%+3,49913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.24,697$1.17M0.44%-19613F-HRTimeline
Snowden Capital Advisors LLC24,485$1.16M0.03%-10,48213F-HRTimeline
HUB Investment Partners, LLC23,790$1.13M0.03%-4,29513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,993$1.09M0.07%+5,88813F-HRTimelineGroup
Janney Montgomery Scott LLC21,727$1.03M<0.01%-3,34913F-HRTimeline
Arete Wealth Advisors, LLC21,141$1M0.07%+70313F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC20,826$988K<0.01%-30,13213F-HRTimeline
Gaddis Premier Wealth Advisors LLC18,478$876K0.67%13F-HRTimeline
Vista Cima Wealth Management LLC18,335$869K0.72%+1513F-HRTimeline
Aspire Capital Advisors LLC17,053$809K0.19%+4,02513F-HRTimeline
MSH Capital Advisors LLC16,434$779K0.17%+45113F-HRTimeline
FLOW TRADERS U.S. LLC16,059$762K0.02%-21,82213F-HRTimeline
Kuhn & Co Investment Counsel15,663$743K0.49%013F-HRTimeline
RFG Advisory, LLC15,358$728K0.01%-1,27813F-HRTimeline
Arkadios Wealth Advisors15,353$728K0.01%-57413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,827$656K<0.01%-32013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,688$649K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,499$640K0.01%+5013F-HRTimelineGroup
Pathway Financial Advisors LLC13,209$628K0.08%013F-HRTimeline
Barnes Wealth Management Group, Inc12,669$601K0.32%+60913F-HRTimeline
Perigon Wealth Management, LLC12,424$589K0.01%+31613F-HRTimeline
Merit Financial Group, LLC12,398$588K<0.01%-3,29713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,389$587K0.11%-88013F-HRTimeline
Evolution Wealth Advisors, LLC12,300$583K0.06%+30813F-HRTimeline
Betterment LLC11,022$523K<0.01%+3,58813F-HRTimeline
OneDigital Investment Advisors LLC10,942$519K0.01%-3013F-HRTimeline
&PARTNERS10,492$498K<0.01%-1,75113F-HRTimeline
Global Retirement Partners, LLC10,059$477K0.01%+1,36113F-HRTimeline
Asset One Wealth Management LLC10,056$477K0.07%13F-HRTimeline
Krilogy Financial LLC9,798$465K0.02%013F-HRTimeline
First Heartland Consultants, Inc.9,782$464K0.04%+15113F-HRTimeline
Medallion Wealth Advisors, LLC9,767$463K0.16%-49413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,737$462K0.04%+2,06713F-HRTimeline
TSG Advice Partners, LLC9,716$461K0.07%13F-HRTimeline
JT Stratford LLC9,527$452K0.06%-20,98913F-HRTimeline
Schneider Downs Wealth Management Advis…9,385$445K0.05%013F-HRTimeline
Founders Financial Alliance, LLC9,231$438K0.08%-53013F-HRTimeline
Atria Investments, Inc9,141$433K<0.01%new13F-HRTimeline
Community Bank & Trust, Waco, Texas8,825$418K0.09%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,675$411K0.01%-75913F-HRTimelineGroup
Bogart Wealth, LLC8,652$410K0.02%+89513F-HRTimeline
Alteri Wealth LLC8,478$402K0.13%+38713F-HRTimeline
GTS SECURITIES LLC8,450$401K0.01%new13F-HRTimeline
Appalachian Capital Management Ltd8,058$382K0.31%13F-HRTimeline
Empirical Asset Management, LLC7,977$378K0.11%-1,39013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,958$377K<0.01%+1,83313F-HRTimelineGroup
Ausdal Financial Partners, Inc.7,593$360K0.02%-46713F-HRTimeline
COMERICA BANK7,428$352K<0.01%-8,45813F-HRTimeline
Wealth Watch Advisors, INC7,257$344K0.13%+3,74713F-HRTimeline
Sowell Financial Services LLC6,994$332K0.01%+1,08713F-HRTimeline
Axim Planning & Wealth6,920$328K0.35%-51413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,900$327K0.02%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,636$315K<0.01%-6,03213F-HRTimeline
Vise Technologies, Inc.6,529$310K0.01%-39213F-HRTimeline
Financial Engines Advisors L.L.C.6,490$308K<0.01%-52613F-HRTimeline
BIP Wealth, LLC6,400$303K0.01%013F-HRTimeline
GeoWealth Management, LLC6,335$300K0.01%-20,05013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,263$297K<0.01%+7513F-HRTimelineGroup
Independent Advisor Alliance6,251$296K0.01%+35613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,214$295K0.02%new13F-HRTimeline
Advisory Services Network, LLC6,137$291K<0.01%-1,15713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,953$282K0.01%+14613F-HRTimelineGroup
Fortis Group Advisors, LLC5,943$282K0.05%013F-HRTimeline
Summit Wealth Group, LLC5,908$280K0.07%new13F-HRTimeline
COGENT STRATEGIC WEALTH LLC5,819$276K0.3%13F-HRTimeline
ADG Wealth Management Group, LLC5,747$273K0.21%new13F-HRTimeline
WealthCare Investment Partners, LLC5,662$268K0.08%+6813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,248$249K<0.01%+7213F-HRTimelineGroup
Kera Capital Partners, Inc.5,193$246K0.03%013F-HRTimeline
NorthLanding Financial Partners, LLC5,097$242K0.19%-12913F-HRTimeline
Williams & Novak Wealth Management, LLC4,875$231K0.17%+28913F-HRTimeline
Savvy Advisors, Inc.4,799$228K0.01%new13F-HRTimeline
Emergent Wealth Advisors, LLC4,711$223K0.13%+6813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,393$208K0.01%013F-HRTimelineGroup
IVC Wealth Advisors LLC4,369$207K0.09%new13F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD4,221$200K0.03%13F-HRTimeline
CoreCap Advisors, LLC3,691$175K0.01%-1913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,681$174K<0.01%-62513F-HR/ATimelineGroup
Signature Equity Partners, LLC3,391$161K0.09%13F-HRTimeline
Goodman Advisory Group, LLC3,030$144K0.04%-1,16313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,439$116K<0.01%+60713F-HR/ATimelineGroup
KERR FINANCIAL PLANNING Corp2,368$113K0.15%013F-HR/ATimeline
Geneos Wealth Management Inc.2,185$104K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,099$99.5K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,714$81.3K<0.01%new13F-HRTimeline
Allworth Financial LP1,670$79.2K<0.01%-87513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,625$77.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,580$74.9K0.01%-2,62613F-HRTimeline
Farther Finance Advisors, LLC1,458$69.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,264$59.9K<0.01%-1413F-HRTimeline
Pinnacle Bancorp, Inc.1,110$52.6K0.02%+6613F-HRTimeline
LGT Financial Advisors LLC823$39K0.24%013F-HRTimeline
FMR LLCin group FMR LLC721$34.2K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.543$25.7K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners538$25.5K<0.01%013F-HRTimelineGroup
NFSG Corp501$23.8K<0.01%013F-HRTimeline
Key Financial Inc491$23.3K<0.01%-5313F-HRTimeline
AE Wealth Management LLC471$22.3K<0.01%-4013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV430$20.4K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC339$16.1K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.271$12.9K0.01%+10713F-HRTimeline
Strategic Wealth Partners, Ltd.184$8.72K<0.01%013F-HRTimeline
Walsh & Associates, LLC131$6.22K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…131$6.21K<0.01%-3713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS87$4.13K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC85$4.03K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC38$1.78K<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC30$1.41K<0.01%+113F-HRTimeline
Wilkerson Advisory Group LLC27$1.28K<0.01%13F-HRTimeline