INVESCO ACTIVELY MANAGED EXC (GTO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
200
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $254.5M | 5,430,827 | 0.06% | 31q | +12.6%+$28.4M |
| BANK OF AMERICA CORP /DE/ | $237.2M | 5,060,480 | 0.02% | 31q | +32.7%+$58.5M |
| ENVESTNET ASSET MANAGEMENT INC | $173.0M | 3,690,727 | 0.04% | 26q | +12.3%+$18.9M |
| OSAIC HOLDINGS, INC. | $133.2M | 2,841,584 | 0.16% | 26q | +6.7%+$8.4M |
| Invesco Ltd. | $88.6M | 1,889,850 | 0.01% | 24q | -5.5%-$5.2M |
| MORGAN STANLEY | $79.7M | 1,700,539 | 0.00% | 33q | +4.9%+$3.7M |
| Private Advisor Group, LLC | $66.6M | 1,420,756 | 0.31% | 22q | +12.3%+$7.3M |
| Bank of New York Mellon Corp | $62.5M | 1,332,787 | 0.01% | 12q | HELD |
| Brio Consultants, LLC | $58.6M | 1,250,499 | 6.87% | 17q | +4.7%+$2.7M |
| RTD Financial Advisors, Inc. | $40.6M | 866,849 | 4.43% | 19q | +3.3%+$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $37.8M | 804,528 | 0.02% | 9q | +66.9%+$15.1M |
| HOWARD FINANCIAL SERVICES, LTD. | $37.5M | 799,598 | 3.74% | 17q | +4.0%+$1.5M |
| Dynamic Advisor Solutions LLC | $32.8M | 700,663 | 0.93% | 16q | +13.6%+$3.9M |
| RAYMOND JAMES FINANCIAL INC | $32.7M | 698,589 | 0.01% | 7q | +2.9%+$910.9K |
| Commonwealth Financial Services, LLC | $31.7M | 675,575 | 4.25% | new | NEW |
| Cetera Investment Advisers | $30.3M | 645,855 | 0.03% | 24q | +16.7%+$4.3M |
| Northwest Financial Advisors | $24.9M | 531,961 | 3.32% | 11q | +586.8%+$21.3M |
| Petix & Botte Co | $23.9M | 510,124 | 4.81% | 7q | +4.2%+$955.6K |
| Brookstone Capital Management | $23.8M | 508,289 | 0.24% | 20q | HELD |
| American Capital Advisory, LLC | $20.1M | 429,003 | 7.32% | 11q | +9.4%+$1.7M |
| HighTower Advisors, LLC | $18.9M | 402,684 | 0.02% | 9q | +28.1%+$4.1M |
| MML INVESTORS SERVICES, LLC | $17.5M | 373,361 | 0.04% | 28q | +30.6%+$4.1M |
| WELLS FARGO & COMPANY/MN | $16.8M | 357,563 | 0.00% | 15q | -48.0%-$15.5M |
| KWB Wealth | $16.5M | 352,169 | 1.41% | 11q | +40.8%+$4.8M |
| KMG FIDUCIARY PARTNERS, LLC | $16.3M | 348,756 | 1.52% | 17q | -7.9%-$1.4M |
| Rooted Wealth Advisors, Inc. | $15.2M | 323,263 | 3.71% | 7q | +10.9%+$1.5M |
| World Investment Advisors | $14.3M | 305,776 | 0.24% | 14q | HELD |
| Stewardship Advisors, LLC | $14.3M | 304,688 | 2.97% | 10q | +73.1%+$6.0M |
| Focus Financial Network, Inc. | $13.8M | 294,261 | 0.43% | 17q | +7.9%+$1.0M |
| ACIMA PRIVATE WEALTH, LLC | $13.6M | 290,933 | 3.96% | 11q | +4.3%+$566.8K |
| Vestmark Advisory Solutions, Inc. | $13.3M | 282,743 | 0.12% | 5q | -0.8%-$108.4K |
| IFG Advisory, LLC | $13.1M | 279,531 | 0.46% | 16q | +16658.5%+$13.0M |
| Concurrent Investment Advisors, LLC | $12.7M | 271,276 | 0.11% | 11q | +58.3%+$4.7M |
| VERUS CAPITAL PARTNERS, LLC | $12.5M | 266,113 | 0.68% | 20q | +2.4%+$287.2K |
| Integrated Wealth Concepts LLC | $12.0M | 255,098 | 0.06% | 20q | +126.5%+$6.7M |
| Envestnet Portfolio Solutions, Inc. | $11.8M | 252,255 | 0.06% | 12q | +6.3%+$697.8K |
| NewEdge Advisors, LLC | $11.3M | 241,027 | 0.03% | 23q | +458.9%+$9.3M |
| Asset Allocation Strategies LLC | $10.9M | 233,199 | 1.68% | 8q | +52.2%+$3.8M |
| ASHTON THOMAS SECURITIES, LLC | $10.2M | 217,763 | 1.51% | 8q | +64.4%+$4.0M |
| Cooper Financial Group | $9.4M | 199,851 | 0.78% | 13q | +1.9%+$176.0K |
| BEACON FINANCIAL PLANNING, INC | $9.0M | 192,081 | 3.06% | 15q | -7.6%-$736.0K |
| Richmond Investment Services, LLC | $8.8M | 187,970 | 2.79% | 7q | -47.7%-$8.0M |
| Regal Investment Advisors LLC | $8.5M | 181,605 | 0.44% | 10q | +6.3%+$507.3K |
| IHT Wealth Management, LLC | $8.0M | 170,759 | 0.17% | 10q | +19.3%+$1.3M |
| Atlas Legacy Advisors, LLC | $7.9M | 169,600 | 1.17% | 6q | +3.2%+$247.4K |
| BOS Asset Management, LLC | $7.6M | 162,897 | 1.77% | 7q | +5.3%+$385.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $7.6M | 161,241 | 0.12% | new | NEW |
| Curry Webb Wealth Management LLC | $7.3M | 156,630 | 3.04% | new | FIRST |
| Baird Financial Group, Inc. | $6.9M | 146,948 | 0.01% | 11q | +62.1%+$2.6M |
| Total Clarity Wealth Management, Inc. | $6.6M | 141,260 | 1.29% | 7q | +57.4%+$2.4M |
| Tennessee Valley Asset Management Partners | $6.4M | 136,325 | 0.70% | 2q | +5.2%+$317.1K |
| ROYAL BANK OF CANADA | $6.4M | 135,707 | 0.00% | 31q | -6.6%-$452.0K |
| Daner Wealth Management, LLC | $6.2M | 133,964 | 3.37% | 6q | +1.5%+$91.6K |
| Kestra Advisory Services, LLC | $5.8M | 124,092 | 0.02% | 9q | +94.0%+$2.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.4M | 116,593 | 0.01% | 13q | +9.8%+$484.4K |
| CHANNEL WEALTH LLC | $5.2M | 110,640 | 1.16% | 14q | HELD |
| Gladstone Institutional Advisory LLC | $4.9M | 105,320 | 0.16% | 6q | +13.8%+$597.4K |
| Insight Wealth Partners, LLC | $4.9M | 104,378 | 0.66% | 24q | -26.3%-$1.7M |
| IFP Advisors, Inc | $4.8M | 101,693 | 0.09% | 28q | +20.2%+$801.5K |
| AQR CAPITAL MANAGEMENT LLC | $4.7M | 99,776 | 0.00% | 10q | +4.7%+$208.3K |
| Fjell Capital, LLC | $4.7M | 99,685 | 3.19% | 7q | HELD |
| Simplicity Wealth,LLC | $4.2M | 89,891 | 0.14% | 6q | +96.2%+$2.1M |
| CAPTRUST FINANCIAL ADVISORS | $4.0M | 84,987 | 0.01% | 13q | -25.9%-$1.4M |
| &PARTNERS | $3.8M | 82,024 | 0.02% | 9q | +529.5%+$3.2M |
| Mechanics Bank Trust Department | $3.7M | 78,613 | 0.46% | 20q | -2.8%-$104.7K |
| CITADEL ADVISORS LLC | $3.6M | 76,353 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $2.8M | 59,070 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $2.6M | 56,165 | 0.05% | new | NEW |
| Tidemark, LLC | $2.6M | 55,320 | 0.58% | 11q | -6.2%-$170.2K |
| Arkadios Wealth Advisors | $2.6M | 54,902 | 0.04% | 8q | +124.5%+$1.4M |
| Kingsview Wealth Management, LLC | $2.4M | 51,816 | 0.03% | new | NEW |
| PFG Advisors | $2.3M | 50,041 | 0.12% | 15q | -18.0%-$514.3K |
| Cerity Partners LLC | $2.3M | 48,526 | 0.00% | 5q | -15.8%-$426.3K |
| Diversify Advisory Services, LLC | $2.2M | 47,922 | 0.04% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.2M | 47,922 | 0.04% | 2q | -7.0%-$166.2K |
| Destiny Capital Corp/CO | $2.1M | 45,640 | 0.99% | 14q | HELD |
| First Command Advisory Services, Inc. | $2.1M | 43,871 | 0.01% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.0M | 41,655 | 0.07% | 26q | +5.4%+$99.6K |
| VestGen Advisors, LLC | $1.9M | 41,597 | 0.06% | 6q | -6.6%-$138.5K |
| MPWM ADVISORY SOLUTIONS, LLC | $1.9M | 40,546 | 0.87% | 2q | +15.0%+$248.4K |
| Orion Porfolio Solutions, LLC | $1.8M | 37,696 | 0.01% | 13q | +35.1%+$459.0K |
| PAX Financial Group, LLC | $1.7M | 35,698 | 0.25% | 8q | +14.2%+$207.4K |
| Sequent Planning LLC | $1.5M | 31,281 | 0.31% | 10q | +2.6%+$37.3K |
| Treasure Coast Financial Planning | $1.4M | 29,813 | 0.68% | 19q | -7.4%-$111.6K |
| JPMORGAN CHASE & CO | $1.4M | 28,783 | 0.00% | 12q | -58.9%-$1.9M |
| Independent Advisor Alliance | $1.3M | 28,699 | 0.03% | 4q | -95.3%-$27.4M |
| Retirement Planning Group, LLC | $1.3M | 27,573 | 0.03% | 17q | -12.6%-$185.8K |
| MONEY CONCEPTS CAPITAL CORP | $1.3M | 27,550 | 0.06% | 21q | -3.6%-$48.5K |
| SILVER OAK SECURITIES, INCORPORATED | $1.3M | 27,278 | 0.08% | 8q | -15.6%-$236.7K |
| JANE STREET GROUP, LLC | $1.3M | 26,831 | 0.00% | 2q | -86.5%-$8.0M |
| PACIFIC FINANCIAL GROUP INC | $1.2M | 25,559 | 0.57% | new | NEW |
| Aspire Capital Advisors LLC | $1.2M | 25,475 | 0.23% | 8q | +31.4%+$285.6K |
| Claro Advisors Inc. | $1.1M | 23,688 | 0.12% | new | NEW |
| LANDMARK WEALTH MANAGEMENT, INC. | $1.0M | 22,352 | 0.35% | 9q | -3.1%-$33.7K |
| Avid Wealth Partners LLC | $1.0M | 22,198 | 0.50% | 11q | -67.5%-$2.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0M | 21,717 | 0.00% | 7q | +58.0%+$373.5K |
| Lido Advisors, LLC | $984.4K | 21,003 | 0.00% | 17q | -8.6%-$93.1K |
| HUB Investment Partners, LLC | $952.5K | 20,321 | 0.02% | 23q | -10.8%-$115.0K |
| Signal Advisors Wealth, LLC | $915.4K | 19,530 | 0.05% | 4q | -77.1%-$3.1M |
| Farther Finance Advisors, LLC | $905.3K | 19,315 | 0.01% | 14q | -11.0%-$111.9K |
Showing the largest 100 of 208 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 200 | $2.0B | 42,831,011 | 22 | 86 | 57 | 0.0% |
| Q1 2026 | 191 | $1.9B | 40,048,247 | 18 | 89 | 53 | 0.0% |
| Q4 2025 | 197 | $1.7B | 35,761,941 | 14 | 77 | 64 | 0.0% |
| Q3 2025 | 184 | $1.6B | 34,131,211 | 14 | 81 | 65 | 0.0% |
| Q2 2025 | 186 | $1.6B | 35,185,563 | 17 | 82 | 60 | 0.0% |
| Q1 2025 | 182 | $1.5B | 33,011,377 | 19 | 85 | 54 | 0.0% |
| Q4 2024 | 179 | $1.5B | 32,677,882 | 20 | 80 | 49 | 0.0% |
| Q3 2024 | 163 | $1.5B | 30,672,896 | 23 | 78 | 40 | 0.0% |
| Q2 2024 | 153 | $1.1B | 23,829,499 | 15 | 62 | 58 | 0.0% |
| Q1 2024 | 150 | $1.3B | 24,938,611 | 19 | 59 | 47 | 0.0% |
| Q4 2023 | 147 | $1.1B | 22,944,712 | 19 | 53 | 43 | 0.0% |
| Q3 2023 | 124 | $820.5M | 18,394,977 | 14 | 60 | 36 | 0.0% |
| Q2 2023 | 123 | $797.9M | 17,174,711 | 19 | 48 | 40 | 0.0% |
| Q1 2023 | 112 | $655.7M | 13,695,833 | 9 | 48 | 40 | 0.0% |
| Q4 2022 | 107 | $497.9M | 10,720,525 | 14 | 33 | 41 | 0.0% |
| Q3 2022 | 127 | $544.0M | 11,936,225 | 16 | 48 | 49 | 0.0% |
| Q2 2022 | 129 | $533.7M | 10,940,191 | 17 | 34 | 63 | 0.0% |
| Q1 2022 | 133 | $644.3M | 12,352,169 | 21 | 49 | 51 | 0.0% |
| Q4 2021 | 122 | $670.1M | 11,906,313 | 14 | 50 | 34 | 0.0% |
| Q3 2021 | 107 | $588.1M | 10,352,622 | 17 | 61 | 22 | 0.0% |
| Q2 2021 | 104 | $499.1M | 8,734,923 | 25 | 47 | 20 | 0.0% |
| Q1 2021 | 90 | $417.0M | 7,437,314 | 11 | 40 | 26 | 0.0% |
| Q4 2020 | 86 | $305.5M | 5,298,151 | 23 | 39 | 10 | 0.0% |
| Q3 2020 | 64 | $229.6M | 3,975,774 | 10 | 35 | 8 | 0.0% |
| Q2 2020 | 59 | $162.4M | 2,844,143 | 14 | 26 | 15 | 0.0% |
| Q1 2020 | 51 | $162.7M | 3,063,420 | 14 | 18 | 13 | 0.0% |
| Q4 2019 | 42 | $129.2M | 2,384,721 | 10 | 20 | 5 | 0.0% |
| Q3 2019 | 30 | $53.4M | 984,090 | 7 | 16 | 4 | 0.0% |
| Q2 2019 | 25 | $32.2M | 605,206 | 3 | 14 | 3 | 0.0% |
| Q1 2019 | 23 | $15.2M | 294,564 | 4 | 8 | 7 | 0.0% |
| Q4 2018 | 20 | $16.2M | 324,469 | 1 | 1 | 0 | 0.0% |