# INVESCO ACTIVELY MANAGED EXC (GTO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GTO/

- Reporting holders: 8
- Reported value: $70.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $40.5M | 909,335 | 4.4% | 20 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $13.3M | 297,666 | 3.9% | 12 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $7.8M | 174,347 | 1.8% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $6.8M | 152,767 | 0.5% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $820.3K | 18,396 | 0.0% | 15 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $589.0K | 13,209 | 0.1% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $385.9K | 8,654 | 0.0% | 21 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $226.9K | 5,088 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $70.4M |
| Q2 2026 | 208 | $2.2B |
| Q1 2026 | 199 | $1.9B |
| Q4 2025 | 206 | $1.8B |
| Q3 2025 | 194 | $1.7B |
| Q2 2025 | 198 | $1.8B |
| Q1 2025 | 194 | $1.7B |
| Q4 2024 | 191 | $1.6B |
| Q3 2024 | 177 | $1.6B |
| Q2 2024 | 167 | $1.2B |
| Q1 2024 | 166 | $1.3B |
| Q4 2023 | 163 | $1.2B |