INVESCO ACTIVELY MANAGED EXC (GTOQ)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
15
Reporting holders
$171.2M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Invesco Ltd. | $163.8M | 7,331,648 | 0.01% | 23q | +16.7%+$23.5M |
| LPL Financial LLC | $3.2M | 143,927 | 0.00% | 16q | +1.3%+$40.4K |
| World Investment Advisors | $1.4M | 62,735 | 0.02% | 10q | HELD |
| Avestar Capital, LLC | $994.6K | 44,519 | 0.06% | 14q | +1.8%+$17.4K |
| JANE STREET GROUP, LLC | $456.6K | 20,438 | 0.00% | 2q | -76.2%-$1.5M |
| Westside Investment Management, Inc. | $440.1K | 19,700 | 0.06% | 15q | HELD |
| Stratos Wealth Partners, LTD. | $336.8K | 15,073 | 0.00% | 2q | +27.7%+$72.9K |
| Kestra Advisory Services, LLC | $305.3K | 13,666 | 0.00% | 9q | +1.7%+$5.2K |
| OSAIC HOLDINGS, INC. | $141.2K | 6,320 | 0.00% | 11q | -50.8%-$145.9K |
| UBS Group AG | $37.8K | 1,693 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $24.6K | 1,100 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $18.1K | 811 | 0.00% | 7q | -4.8% |
| NATIONAL BANK OF CANADA /FI/ | $4.1K | 183 | 0.00% | 19q | HELD |
| Wagner Wealth Management, LLC | $3.7K | 165 | 0.00% | 10q | +1.9% |
| MORGAN STANLEY | $25 | 1 | 0.00% | new | NEW |
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 | 15 | $171.2M | 7,661,979 | 2 | 6 | 3 | 0.0% |
| Q1 2026 | 16 | $150.3M | 6,811,645 | 4 | 4 | 3 | 0.0% |
| Q4 2025 | 13 | $129.3M | 5,705,332 | 2 | 6 | 4 | 0.0% |
| Q3 2025 | 11 | $94.2M | 4,131,592 | 0 | 5 | 2 | 0.0% |
| Q2 2025 | 13 | $51.7M | 2,280,886 | 1 | 7 | 2 | 0.0% |
| Q1 2025 | 15 | $51.2M | 2,291,069 | 3 | 5 | 2 | 0.0% |
| Q4 2024 | 16 | $45.8M | 2,033,145 | 3 | 3 | 8 | 0.0% |
| Q3 2024 | 18 | $47.4M | 2,090,480 | 5 | 4 | 4 | 0.0% |
| Q2 2024 | 13 | $44.8M | 2,021,983 | 2 | 3 | 3 | 0.0% |
| Q1 2024 | 16 | $33.8M | 1,511,493 | 5 | 3 | 4 | 0.0% |
| Q4 2023 | 14 | $33.0M | 1,472,567 | 5 | 3 | 5 | 0.0% |
| Q3 2023 | 12 | $30.0M | 1,405,951 | 5 | 0 | 5 | 0.0% |
| Q2 2023 | 7 | $29.3M | 1,355,472 | 2 | 1 | 3 | 0.0% |
| Q1 2023 | 6 | $30.1M | 1,398,972 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 5 | $27.5M | 1,306,116 | 1 | 2 | 2 | 0.0% |
| Q3 2022 | 4 | $31.7M | 1,542,450 | 1 | 1 | 2 | 0.0% |
| Q2 2022 | 4 | $33.8M | 1,584,168 | 0 | 1 | 2 | 0.0% |
| Q1 2022 | 4 | $38.5M | 1,599,611 | 2 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $39.6M | 1,560,268 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 3 | $40.4M | 1,573,072 | 1 | 2 | 0 | 0.0% |
| Q2 2021 | 2 | $39.9M | 1,546,545 | 0 | 1 | 1 | 0.0% |
| Q1 2021 | 2 | $38.8M | 1,528,745 | 1 | 1 | 0 | 0.0% |
| Q4 2020 | 1 | $27.5M | 1,076,000 | 1 | 0 | 0 | 0.0% |