GTO institutional holders

INVESCO ACTIVELY MANAGED EXC · 13F, 2026Q2

Managers holding205
Shares held43,168,707
Reported value$2.0bn
Quarter flows22 new, 100 added, 60 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC5,430,827$254.5m0.1%
BANK OF AMERICA CORP /DE/5,060,480$237.2m0.0%
ENVESTNET ASSET MANAGEMENT INC3,690,727$173.0m0.0%
OSAIC HOLDINGS, INC.2,841,584$133.2m0.2%
Invesco Ltd.1,889,850$88.6m0.0%
MORGAN STANLEY1,700,539$79.7m0.0%
Private Advisor Group, LLC1,420,756$66.6m0.3%
Bank of New York Mellon Corp1,332,787$62.5m0.0%
Brio Consultants, LLC1,250,499$58.6m6.9%
RTD Financial Advisors, Inc.866,849$40.6m4.4%
JONES FINANCIAL COMPANIES LLLP804,528$37.8m0.0%
HOWARD FINANCIAL SERVICES, LTD.799,598$37.5m3.7%
Dynamic Advisor Solutions LLC700,663$32.8m0.9%
RAYMOND JAMES FINANCIAL INC698,589$32.7m0.0%
Commonwealth Financial Services, LLC675,575$31.7m4.3%
Cetera Investment Advisers645,855$30.3m0.0%
Northwest Financial Advisors531,961$24.9m3.3%
Petix & Botte Co510,124$23.9m4.8%
Brookstone Capital Management508,289$23.8m0.2%
American Capital Advisory, LLC429,003$20.1m7.3%
HighTower Advisors, LLC402,684$18.9m0.0%
MML INVESTORS SERVICES, LLC373,361$17.5m0.0%
WELLS FARGO & COMPANY/MN357,563$16.8m0.0%
KWB Wealth352,169$16.5m1.4%
KMG FIDUCIARY PARTNERS, LLC348,756$16.3m1.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("GTO"). GTO price history · All 13F data

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