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Disclosery

GTO INVESCO ACTIVELY MANAGED EXC

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TOTAL RETURN (fund)

199 managers (200 13F filers) reported a position in GTO shares at 2026-03-31, 40,039,098 shares in all. 18 filers opened a position and 23 filers sold out during the quarter.

Managers
199
13F filers
200
New
18
Added
95
Reduced
62
Sold out
23
Shares held by filers
40,039,098

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,825,157$226M0.06%+291,30413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,812,087$179M0.01%+2,680,10413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,523,812$165M+295,726Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,662,221$125M0.18%-44,07213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,000,635$93.7M0.01%-2,180,67313F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,786,634$83.7M0.22%-274,30313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,620,740$75.9M<0.01%-101,68213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,331,112$62.3M0.01%+191,84813F-HRTimelineGroup
Private Advisor Group, LLC1,265,076$59.2M0.28%+125,25513F-HRTimeline
Brio Consultants, LLC1,193,943$56M6.84%+56,19613F-HRTimeline
RTD Financial Advisors, Inc.839,094$39.3M4.83%+26,22213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.768,519$36M4.05%+27,37713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC679,154$31.8M0.01%+104,29813F-HRTimelineGroup
Dynamic Advisor Solutions LLC616,515$28.9M0.91%+23,81113F-HRTimeline
Independent Advisor Alliance613,523$28.7M0.31%+607,27213F-HRTimeline
Cetera Investment Advisers553,657$25.9M0.03%+66,61213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management508,545$23.8M0.27%-2,76913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP482,051$22.4M0.01%+185,22213F-HRTimelineGroup
American Capital Advisory, LLC392,050$18.4M7.44%+121,86313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC380,778$17.8M0.44%+18,14713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC378,854$17.7M1.31%+6,81713F-HRTimeline
Richmond Investment Services, LLC359,478$16.8M2.72%+14,42213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN343,781$16.1M<0.01%+33,75013F-HR/ATimelineGroup
HighTower Advisors, LLC314,337$14.7M0.02%+284,52213F-HRTimeline
World Investment Advisors306,158$14.3M0.23%+23,39513F-HRTimeline
Rooted Wealth Advisors, Inc.291,422$13.8M3.63%+20,14513F-HRTimeline
MML INVESTORS SERVICES, LLC285,809$13.4M0.04%+5,24913F-HRTimeline
Vestmark Advisory Solutions, Inc.285,055$13.3M0.15%+37,23813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC278,841$13.1M4.1%+4,56313F-HRTimeline
Focus Financial Network, Inc.272,616$12.8M0.46%-36,97413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC259,986$12.2M0.84%-49,21913F-HRTimeline
KWB Wealth250,037$11.9M1.17%-73113F-HRTimeline
Petix & Botte Co244,868$11.5M2.55%-214,74713F-HRTimeline
NewEdge Advisors, LLC234,948$11M0.04%+20,91313F-HR/ATimeline
BEACON FINANCIAL PLANNING, INC207,784$9.73M3.77%+13,16713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC198,267$9.28M0.01%new13F-HRTimelineGroup
Cooper Financial Group196,095$9.18M0.93%+17,94813F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.183,966$8.62M5.17%+47,59013F-HRTimeline
Stewardship Advisors, LLC176,005$8.24M1.89%-18,17113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…171,338$8.02M0.09%+70,42913F-HRTimelineGroup
Regal Investment Advisors LLC170,782$8M0.46%+6,80913F-HRTimeline
Atlas Legacy Advisors, LLC164,321$7.7M1.41%+14,53713F-HRTimeline
BOS Asset Management, LLC154,681$7.24M1.85%+14,26513F-HRTimeline
Asset Allocation Strategies LLC153,183$7.17M1.27%+33,56113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,351$6.81M<0.01%+13,97713F-HRTimelineGroup
IHT Wealth Management, LLC143,115$6.7M0.16%+5,80113F-HRTimeline
Insight Wealth Partners, LLC141,670$6.63M2.68%+9,64213F-HRTimeline
Curry Webb Wealth Management LLC134,445$6.3M2.98%+40,25013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC132,475$6.2M0.78%-19,53713F-HRTimeline
Daner Wealth Management, LLC131,991$6.19M3.64%+9,24413F-HRTimeline
USAdvisors Wealth Management, LLC130,196$6.08M2.02%+6,81013F-HRTimeline
Tennessee Valley Asset Management Partn…129,560$6.07M0.8%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS114,672$5.37M0.01%+36,87213F-HRTimeline
Integrated Wealth Concepts LLC112,614$5.27M0.04%+17,82513F-HRTimeline
CHANNEL WEALTH LLC110,170$5.16M1.25%+89313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,194$4.99M0.01%-73,04713F-HRTimeline
Fjell Capital, LLC99,500$4.66M3.58%+46413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC95,332$4.46M<0.01%+1,43813F-HRTimelineGroup
Gladstone Institutional Advisory LLC92,574$4.34M0.16%+22,32713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,642$4.24M0.01%+1,08413F-HRTimelineGroup
Total Clarity Wealth Management, Inc.89,765$4.2M0.99%-5,93613F-HRTimeline
Signal Advisors Wealth, LLC85,243$3.99M0.27%-40,94713F-HRTimeline
IFP Advisors, Inc84,592$3.96M0.08%+3,92813F-HRTimeline
Mechanics Bank Trust Department80,847$3.79M0.52%+2,82913F-HRTimeline
Colonial River Investments, LLC77,834$3.64M1.31%-6,51013F-HRTimeline
Northwest Financial Advisors77,457$3.63M7%+6,92313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,091$3.27M<0.01%+1,26313F-HR/ATimelineGroup
Avid Wealth Partners LLC68,366$3.2M1.51%+2,03213F-HRTimeline
Cambridge Investment Research Advisors,…65,226$3.06M0.01%+1,35513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,961$3M0.01%+8,97713F-HRTimelineGroup
PFG Advisors61,014$2.86M0.14%-122,79913F-HRTimeline
Tidemark, LLC58,952$2.76M0.7%-21,26213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC57,622$2.7M<0.01%+1,08413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding51,522$2.41M+2,528Timeline
Destiny Capital Corp/CO45,854$2.15M1.14%-6,31213F-HRTimeline
Simplicity Wealth,LLC45,810$2.15M0.12%-4,55813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,663$2.09M<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC44,553$2.09M0.06%-2313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC39,530$1.85M0.08%+1,01413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,880$1.68M0.01%-2,19813F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC35,247$1.65M0.87%new13F-HRTimeline
Clearstead Advisors, LLC32,360$1.52M0.01%+75113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED32,328$1.51M0.11%+4,59213F-HRTimeline
Treasure Coast Financial Planning32,194$1.51M0.78%-1,18313F-HRTimeline
Retirement Planning Group, LLC31,537$1.48M0.05%013F-HRTimeline
PAX Financial Group, LLC31,272$1.46M0.25%-2,60013F-HRTimeline
Sequent Planning LLC30,486$1.43M0.35%+1,29013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,585$1.34M0.07%-34213F-HRTimeline
Orion Porfolio Solutions, LLC27,903$1.31M0.01%-1,89313F-HRTimeline
Arkadios Wealth Advisors24,455$1.15M0.02%+9,10213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.23,072$1.08M0.41%-1,62513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,989$1.08M<0.01%-14,06113F-HRTimelineGroup
Sanctuary Advisors, LLC22,938$1.07M0.01%-5,05313F-HRTimeline
HUB Investment Partners, LLC22,774$1.07M0.03%-1,01613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,942$1.03M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC21,702$1.02M0.01%+20,24413F-HRTimeline
Janney Montgomery Scott LLC20,867$977K<0.01%-86013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,598$965K<0.01%-22813F-HRTimeline
Aspire Capital Advisors LLC19,382$908K0.2%+2,32913F-HRTimeline
Gaddis Premier Wealth Advisors LLC17,538$821K0.61%-94013F-HRTimeline
Vista Cima Wealth Management LLC16,968$795K0.78%-1,36713F-HRTimeline
Kuhn & Co Investment Counsel15,663$733K0.47%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,379$673K0.01%+88013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,327$671K0.01%+13,06313F-HRTimeline
Betterment LLC14,215$666K<0.01%+3,19313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,036$657K<0.01%+20913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,651$647K<0.01%-3713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,748$644K<0.01%+11,30913F-HRTimelineGroup
RFG Advisory, LLC13,541$634K0.01%-1,81713F-HRTimeline
Evolution Wealth Advisors, LLC13,377$626K0.06%+1,07713F-HRTimeline
Barnes Wealth Management Group, Inc13,280$622K0.32%+61113F-HRTimeline
Pathway Financial Advisors LLC13,209$621K0.08%013F-HRTimeline
&PARTNERS13,030$610K<0.01%+2,53813F-HRTimeline
Western Wealth Management, LLC12,908$604K0.02%new13F-HR/ATimeline
Gateway Wealth Partners, LLC12,732$596K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC12,586$589K0.02%-11,89913F-HRTimeline
Perigon Wealth Management, LLC12,539$587K0.01%+11513F-HRTimeline
Sowell Financial Services LLC12,483$585K0.02%+5,48913F-HRTimeline
MSH Capital Advisors LLC11,589$543K0.11%-4,84513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,472$537K0.04%+1,73513F-HRTimeline
FLOW TRADERS U.S. LLC10,469$490K0.02%-5,59013F-HRTimeline
Krilogy Financial LLC10,361$489K0.02%+56313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,300$482K0.1%-2,08913F-HRTimeline
PRIVATE TRUST CO NA9,943$466K0.04%+7,84413F-HRTimeline
Bogart Wealth, LLC9,712$455K0.02%+1,06013F-HRTimeline
Community Bank & Trust, Waco, Texas9,575$448K0.09%+75013F-HRTimeline
Alteri Wealth LLC9,543$447K0.14%+1,06513F-HRTimeline
Medallion Wealth Advisors, LLC9,487$444K0.15%-28013F-HRTimeline
Empirical Asset Management, LLC9,475$444K0.12%+1,49813F-HRTimeline
Schneider Downs Wealth Management Advis…9,385$440K0.05%013F-HRTimeline
Asset One Wealth Management LLC9,316$438K0.05%-74013F-HRTimeline
Atria Investments, Inc9,108$427K<0.01%-3313F-HRTimeline
Founders Financial Alliance, LLC9,081$425K0.08%-15013F-HRTimeline
First Heartland Consultants, Inc.8,814$413K0.03%-96813F-HRTimeline
MGO ONE SEVEN LLC8,503$398K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,486$397K0.02%+2,27213F-HRTimeline
OneDigital Investment Advisors LLC8,434$395K<0.01%-2,50813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,313$389K0.01%-36213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,244$386K0.01%+2,29113F-HRTimelineGroup
Appalachian Capital Management Ltd7,985$374K0.3%-7313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC7,896$370K0.02%+99613F-HRTimeline
Ausdal Financial Partners, Inc.7,581$355K0.02%-1213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,375$345K<0.01%-58313F-HRTimelineGroup
Wealth Watch Advisors, INC7,339$344K0.14%+8213F-HRTimeline
Merit Financial Group, LLC6,877$322K<0.01%-5,52113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,625$310K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.6,529$310K0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.6,584$308K<0.01%+9413F-HRTimeline
Meridian Financial Advisors, LLC6,540$306K0.17%new13F-HRTimeline
ADG Wealth Management Group, LLC6,436$301K0.21%+68913F-HRTimeline
BIP Wealth, LLC6,400$300K0.01%013F-HRTimeline
Advisory Services Network, LLC6,200$290K<0.01%+6313F-HRTimeline
Summit Wealth Group, LLC6,024$282K0.06%+11613F-HRTimeline
Fortis Group Advisors, LLC5,943$279K0.05%013F-HRTimeline
COGENT STRATEGIC WEALTH LLC5,875$275K0.28%+5613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,621$263K<0.01%+37313F-HRTimelineGroup
GeoWealth Management, LLC5,598$262K0.01%-73713F-HRTimeline
NorthLanding Financial Partners, LLC5,152$241K0.19%+5513F-HRTimeline
Axim Planning & Wealth4,815$225K0.27%-2,10513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,350$204K0.01%-4313F-HRTimelineGroup
Proactive Wealth Strategies LLC4,343$203K0.04%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,814$179K<0.01%+2,18913F-HRTimeline
Signature Equity Partners, LLC3,683$172K0.09%+29213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,445$161K<0.01%-23613F-HRTimelineGroup
Goodman Advisory Group, LLC2,865$134K0.03%-16513F-HRTimeline
CoreCap Advisors, LLC2,722$127K<0.01%-96913F-HRTimeline
KERR FINANCIAL PLANNING Corp2,368$111K0.08%013F-HR/ATimeline
Geneos Wealth Management Inc.2,185$102K<0.01%013F-HRTimeline
Allworth Financial LP2,006$93.9K<0.01%+33613F-HRTimeline
IFG Advisory, LLC1,668$78.1K0.22%-227,10613F-HRTimeline
IAG Wealth Partners, LLC1,580$74K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,521$71.2K<0.01%+80013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,500$70K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,110$52K0.02%013F-HRTimeline
Longview Financial Advisors, Inc.1,028$48.1K0.03%new13F-HRTimeline
LGT Financial Advisors LLC823$38.5K0.2%013F-HRTimeline
AE Wealth Management LLC705$33K<0.01%+23413F-HRTimeline
Your Advocates Ltd., LLP614$28.8K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.543$25.4K<0.01%013F-HRTimeline
NFSG Corp501$23.5K<0.01%013F-HRTimeline
Key Financial Inc491$23K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV430$20.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.358$16.8K<0.01%-5,90513F-HRTimelineGroup
CDKV HOLDINGS LLC342$16K0.01%+313F-HRTimeline
AMERIFLEX GROUP, INC.271$12.7K0.01%013F-HRTimeline
Walsh & Associates, LLC131$6.14K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…126$5.9K<0.01%-513F-HRTimeline
Keating Financial Advisory Services, In…118$5.53K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG105$4.92K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC85$3.98K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC62$2.93K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.42$1.97K<0.01%-14213F-HRTimeline
Frazier Financial Advisors, LLC38$1.78K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC30$1.41K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …22$1.03K<0.01%013F-HRTimelineGroup
Arax Advisory Partners13$609<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$375<0.01%-7913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC8$375<0.01%013F-HRTimelineGroup
High Note Wealth, LLC0$15<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.