GTO INVESCO ACTIVELY MANAGED EXC
FollowTOTAL RETURN (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in GTO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| RTD Financial Advisors, Inc. | 909,335 | $40.5M | 4.44% | +42,486 | 13F-HRTimeline |
| ACIMA PRIVATE WEALTH, LLC | 297,666 | $13.3M | 3.85% | +6,733 | 13F-HRTimeline |
| BOS Asset Management, LLC | 174,347 | $7.77M | 1.82% | +11,450 | 13F-HRTimeline |
| Cooper Financial Group | 152,767 | $6.81M | 0.54% | -47,084 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 18,396 | $820K | 0.01% | -919 | 13F-HRTimeline |
| Pathway Financial Advisors LLC | 13,209 | $589K | 0.07% | 0 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 8,654 | $386K | 0.03% | -224 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 5,088 | $227K | 0.01% | +1,254 | 13F-HRTimeline |