Invesco Ultra Short DurationGSYETF
13F holders, Q1 2025 (March 31)261holders +10
33new positions
19sold out
4famous investors
$50.12avg. 13F price*
At the end of Q1 2025, 261 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 10 from Q4 2024. 33 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($197.3M), Wells Fargo & Company ($187.7M) and LPL Financial LLC ($166.3M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Ultra Short Duration
- CUSIP
- 46090A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $25.1M |
| Exits | 19 | $11.9M |
All 13F filers, Q4 2024 → Q1 2025: 5,753,177 shares bought and 2,491,893 shares sold, net +3,261,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Morgan Stanley | 0.01% | Add +13.8% | 3,937,211 | $197.3M |
| Wells Fargo & Company | 0.05% | Add +38.8% | 3,745,312 | $187.7M |
| LPL Financial LLC | 0.06% | Add +28.8% | 3,317,876 | $166.3M |
| Gradient Investments LLC | 1.51% | Add +6.0% | 1,489,378 | $74.6M |
| Renaissance Technologies | 0.10% | Add +30.3% | 1,349,100 | $67.6M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +11.5% | 1,276,221 | $64.0M |
| Bank of America Corp. | 0.01% | Add +15.8% | 1,153,606 | $57.8M |
| Atria Wealth Solutions, Inc. | 0.62% | Add +31.5% | 1,031,682 | $51.7M |
| Cetera Investment Advisers | 0.09% | Add +9.3% | 917,107 | $46.0M |
| UBS Group AG | 0.01% | Add +43.9% | 892,939 | $44.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.9% | 815,642 | $40.9M |
| Raymond James Financial Inc. | 0.01% | Add +12.1% | 780,436 | $39.1M |
| Axxcess Wealth Management, LLC | 1.04% | Add +6.6% | 762,973 | $38.2M |
| Capital Asset Advisory Services LLC | 1.85% | Add +8.4% | 724,143 | $36.3M |
| Cwm, LLC | 0.11% | Add +6.2% | 532,715 | $26.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.6% | 491,480 | $24.6M |
| Greenleaf Trust | 0.20% | Reduce -10.6% | 432,832 | $21.7M |
| Arax Advisory Partners | 1.24% | Add +236734.4% | 386,040 | $19.3M |
| Gladstone Institutional Advisory LLC | 0.89% | Reduce -8.0% | 379,732 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.9% | 368,233 | $18.5M |
| Cyndeo Wealth Partners, LLC | 1.15% | Add +7.9% | 349,318 | $17.5M |
| Johnson Bixby & Associates, LLC | 2.37% | Reduce -1.4% | 315,714 | $15.8M |
| Fifth Third Securities, Inc. | 1.24% | Reduce -0.9% | 293,044 | $14.7M |
| First Merchants Corp. | 0.57% | Reduce -27.1% | 287,175 | $14.4M |
| Gotham Asset Management | 0.12% | Add +349.6% | 286,782 | $14.4M |
| Capstone Wealth Management Group, LLC | 7.63% | Add +14.4% | 266,903 | $13.4M |
| Avestar Capital, LLC | 1.23% | Add +52.2% | 257,077 | $12.9M |
| Great Lakes Retirement, Inc. | 1.59% | Add +3.3% | 242,849 | $12.2M |
| Private Advisor Group, LLC | 0.07% | Add +24.1% | 232,763 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +21.2% | 207,140 | $10.4M |
| Guidance Capital, Inc. | 3.03% | Add +6.3% | 197,919 | $9.9M |
| Principal Securities, Inc. | 0.21% | Add +0.8% | 189,385 | $9.5M |
| Creative Planning | 0.01% | Reduce -9.7% | 177,673 | $8.9M |
| Scotia Capital Inc. | 0.05% | Add +5.3% | 171,171 | $8.6M |
| Drive Wealth Management, LLC | 2.00% | Add +11.3% | 170,260 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.19% | Reduce -7.2% | 157,941 | $7.9M |
| 1 North Wealth Services LLC | 3.44% | Add +22.4% | 148,139 | $7.4M |
| Citadel Advisors | 0.01% | New | 137,826 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +29.1% | 135,864 | $6.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.7% | 132,621 | $6.6M |
| WESCAP Management Group, Inc. | 1.60% | Reduce -0.7% | 130,772 | $6.6M |
| Capital Advisors, Ltd. LLC | 0.83% | Add +0.3% | 126,383 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.2% | 124,752 | $6.3M |
| Norris Financial Group, LLC | 2.77% | Add +89.2% | 118,410 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | No change | 117,594 | $5.9M |
| Sterling Financial Group, Inc. | 2.04% | Add +0.2% | 112,839 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.9% | 104,521 | $5.2M |
| Advocacy Wealth Management, LLC | 0.35% | Add +11.6% | 102,536 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +9.8% | 101,373 | $5.1M |
| Brown Financial Advisors | 2.00% | Add +36.1% | 96,868 | $4.9M |
| Napa Wealth Management | 2.67% | Reduce -80.0% | 94,674 | $4.7M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -17.4% | 93,707 | $4.7M |
| Beacon Investment Advisory Services, Inc. | 0.21% | Reduce -27.4% | 89,142 | $4.5M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -42.1% | 87,881 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +3.6% | 85,056 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +10.5% | 85,042 | $4.3M |
| Virtue Capital Management, LLC | 0.48% | New | 81,241 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +69.3% | 77,142 | $3.9M |
| TruWealth Advisors, LLC | 0.21% | Add +4.4% | 69,590 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -18.4% | 68,975 | $3.5M |
| TBH Global Asset Management, LLC | 0.62% | Reduce -2.7% | 64,609 | $3.2M |
| ZEGA Investments, LLC | 0.95% | Add +13.1% | 64,440 | $3.2M |
| Mariner, LLC | 0.01% | Add +13.4% | 61,664 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -6.7% | 61,403 | $3.1M |
| Arete Wealth Advisors, LLC | 0.23% | Add +289.8% | 60,983 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +28.8% | 57,917 | $2.9M |
| LYNX Capital Group Ltd. | 1.47% | Add +0.0% | 57,145 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Add +59.8% | 55,938 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Reduce -3.0% | 55,833 | $2.8M |
| Retirement Capital Strategies | 1.09% | Add +3.4% | 55,476 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +126.9% | 53,829 | $2.7M |
| Scarborough Advisors, LLC | 0.38% | Add +1.6% | 53,519 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.9% | 53,225 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -4.8% | 51,425 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.50% | Reduce -2.4% | 50,804 | $2.5M |
| Colonial River Investments, LLC | 1.40% | New | 50,666 | $2.5M |
| Duncker Streett & Co. Inc. | 0.50% | Reduce -3.2% | 50,359 | $2.5M |
| Trust Co | 0.28% | Reduce -8.8% | 47,594 | $2.4M |
| Belpointe Asset Management LLC | 0.12% | Reduce -2.9% | 46,676 | $2.3M |
| Copley Financial Group, Inc. | 1.65% | Reduce -12.4% | 42,944 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +1.2% | 42,654 | $2.1M |
| Transcendent Capital Group LLC | 1.19% | Add +1527.5% | 42,250 | $2.1M |
| Sovereign Financial Group, Inc. | 0.49% | Add +27.5% | 42,111 | $2.1M |
| Smartleaf Asset Management LLC | 0.20% | No change | 41,202 | $2.1M |
| Barnes Wealth Management Group, Inc | 1.25% | Add +9.0% | 38,944 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -37.5% | 38,717 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Add +174.1% | 38,565 | $1.9M |
| World Investment Advisors | 0.05% | Add +36.7% | 38,526 | $1.9M |
| Regatta Capital Group, LLC | 0.37% | Add +88.7% | 38,159 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.65% | Add +8.8% | 37,284 | $1.9M |
| Intrepid Family Office LLC | 2.61% | Add +40.0% | 35,000 | $1.8M |
| Mattson Financial Services, LLC | 0.50% | Reduce -7.1% | 33,410 | $1.7M |
| Wealthstar Advisors, LLC | 0.76% | Reduce -10.4% | 33,086 | $1.7M |
| Lake Street Private Wealth, LLC | 0.27% | New | 32,585 | $1.6M |
| Endowment Wealth Management, Inc. | 1.02% | Add +16.0% | 31,563 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.37% | Reduce -47.5% | 30,699 | $1.5M |
| Legacy Solutions, LLC | 1.68% | Add +9.7% | 30,412 | $1.5M |
| Private Trust Co. NA | 0.15% | Reduce -44.4% | 29,737 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.1% | 28,746 | $1.4M |
| Townsquare Capital LLC | 0.01% | Reduce -26.5% | 28,040 | $1.4M |
| Capital Wealth Alliance, LLC | 0.83% | Add +20.3% | 27,562 | $1.4M |
| Montag A & Associates Inc. | 0.07% | Reduce -9.4% | 26,952 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +5.4% | 26,858 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.61% | Add +142.3% | 26,605 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +101.3% | 25,285 | $1.3M |
| Freedom Investment Management, Inc. | 0.11% | Add +0.9% | 25,276 | $1.3M |
| Legacy Wealth Managment, LLC | 0.92% | Reduce -62.0% | 25,224 | $1.3M |
| Paladin Wealth, LLC | 1.13% | Add +2.3% | 25,195 | $1.3M |
| Strait & Sound Wealth Management LLC | 0.56% | Add +38.7% | 24,185 | $1.2M |
| AlphaCore Capital LLC | 0.10% | New | 23,953 | $1.2M |
| Pitti Group Wealth Management, LLC | 1.19% | Add +2.5% | 23,087 | $1.2M |
| &partners | 0.01% | Add +4.3% | 22,735 | $1.1M |
| MAI Capital Management | 0.01% | Add +10.6% | 22,062 | $1.1M |
| ETF Store, Inc. | 1.28% | Add +6.3% | 20,881 | $1.0M |
| Octavia Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 20,746 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +36.7% | 20,474 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.2% | 19,945 | $1000K |
| NewEdge Advisors, LLC | 0.01% | Add +5.4% | 19,587 | $982K |
| YHB Investment Advisors, Inc. | 0.08% | Add +7.8% | 19,570 | $981K |
| Baird Financial Group, Inc. | 0.00% | Add +15.5% | 19,467 | $976K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +47.2% | 18,863 | $945K |
| Weatherly Asset Management L. P. | 0.08% | Reduce -5.1% | 18,595 | $932K |
| Advisory Services Network, LLC | 0.02% | Add +34.6% | 18,481 | $926K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 18,416 | $923K |
| B & T Capital Management DBA Alpha Capital Management | 0.17% | Add +4.7% | 17,800 | $892K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | New | 17,500 | $877K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Add +0.1% | 17,449 | $875K |
| Collaborative Wealth Managment Inc. | 0.41% | Add +0.6% | 17,356 | $870K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17,255 | $864K |
| Sowell Financial Services LLC | 0.04% | New | 16,770 | $841K |
| Triumph Capital Management | 0.27% | Reduce -15.4% | 16,357 | $820K |
| Consolidated Portfolio Review Corp | 0.13% | Reduce -69.4% | 16,011 | $802K |
| Catalyst Private Wealth, LLC | 0.39% | No change | 16,004 | $802K |
| Hilltop Holdings Inc. | 0.05% | Add +14.4% | 16,000 | $802K |
| Flow Traders U.S. LLC | 0.03% | Reduce -87.0% | 15,821 | $793K |
| WT Wealth Management | 0.26% | Add +17.3% | 15,760 | $790K |
| Petix & Botte Co | 0.21% | Reduce -19.6% | 15,691 | $786K |
| US Bancorp \de | 0.00% | No change | 14,159 | $710K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -41.6% | 13,705 | $687K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +99.3% | 13,700 | $687K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -11.4% | 13,670 | $685K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -21.7% | 13,400 | $672K |
| National Bank of Canada | 0.00% | Reduce -32.5% | 13,191 | $661K |
| Asset Allocation Strategies LLC | 0.16% | Add +19.8% | 13,171 | $660K |
| Institute for Wealth Management, LLC. | 0.08% | Add +1.4% | 13,101 | $657K |
| Wagner Wealth Management, LLC | 0.16% | Add +12.4% | 12,763 | $640K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -23.2% | 12,509 | $627K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 12,219 | $612K |
| CGC Financial Services, LLC | 0.24% | Reduce -12.7% | 11,994 | $601K |
| Noble Wealth Management PBC | 0.40% | Reduce -43.0% | 11,629 | $583K |
| Rovin Capital /Ut/ | 0.18% | Reduce -4.8% | 11,225 | $563K |
| Total Clarity Wealth Management, Inc. | 0.18% | Reduce -1.5% | 11,128 | $558K |
| Peterson Wealth Services | 0.18% | Reduce -68.0% | 11,109 | $557K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -10.3% | 11,078 | $555K |
| Bright Futures Wealth Management, LLC. | 0.61% | Reduce -11.7% | 11,079 | $554K |
| Twin Focus Capital Partners, LLC | 0.09% | No change | 10,980 | $550K |
| Condor Capital Management | 0.05% | Add +1.2% | 10,748 | $539K |
| National Wealth Management Group, LLC | 0.33% | Reduce -83.8% | 10,110 | $507K |
| Watts Gwilliam & Co., LLC | 0.11% | Add +11.6% | 10,094 | $506K |
| Susquehanna International Group, LLP | 0.00% | New | 10,072 | $505K |
| Comerica Bank | 0.00% | Add +2.9% | 9,591 | $481K |
| Crux Wealth Advisors | 0.25% | New | 9,528 | $478K |
| Lanark Financial, Inc. | 0.04% | — | 9,441 | $473K |
| Westbourne Investments, Inc. | 0.28% | New | 9,400 | $471K |
| Ridgeline Wealth, LLC | 0.40% | Reduce -36.0% | 9,398 | $471K |
| Avantax Advisory Services, Inc. | 0.00% | Add +43.6% | 9,301 | $466K |
| AQR Capital Management | 0.00% | Add +75.6% | 9,249 | $464K |
| Financial & Tax Architects, LLC | 0.11% | Add +2.0% | 9,125 | $457K |
| 4J Wealth Management LLC | 0.36% | No change | 9,081 | $455K |
| Private Client Services, LLC | 0.22% | Add +6.6% | 9,037 | $453K |
| Redwood Financial Network Corp | 0.34% | Reduce -3.4% | 8,957 | $449K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -15.2% | 8,922 | $447K |
| BlackDiamond Wealth Management, LLC | 0.30% | Reduce -29.8% | 8,856 | $444K |
| Equitable Holdings, Inc. | 0.00% | New | 8,856 | $444K |
| GWN Securities Inc. | 0.02% | Add +113.7% | 8,784 | $440K |
| Calton & Associates, Inc. | 0.10% | Reduce -0.8% | 8,657 | $434K |
| Focus Partners Wealth | 0.00% | Reduce -11.8% | 8,327 | $417K |
| KWB Wealth | 0.05% | Add +1.3% | 8,287 | $415K |
| Independent Advisor Alliance | 0.01% | Reduce -97.8% | 8,016 | $402K |
| Courier Capital LLC | 0.02% | New | 7,461 | $374K |
| Jane Street Group, LLC | 0.00% | New | 7,081 | $355K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.5% | 7,033 | $353K |
| Leslie Global Wealth, LLC | 0.17% | New | 6,987 | $350K |
| Wbi Investments, LLC | 0.09% | New | 6,979 | $350K |
| Financial Advocates Investment Management | 0.02% | No change | 6,728 | $337K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.2% | 6,682 | $335K |
| Sigma Planning Corp | 0.01% | New | 6,582 | $330K |
| Pinkerton Wealth, LLC | 0.04% | New | 6,516 | $327K |
| Parsons Capital Management Inc. | 0.02% | Reduce -3.0% | 6,462 | $324K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.8% | 6,296 | $316K |
| Commerce Bank | 0.00% | No change | 6,200 | $311K |
| Bank of Montreal | 0.00% | Add +1.4% | 6,172 | $309K |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.7% | 6,080 | $305K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,000 | $301K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -44.6% | 5,895 | $295K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 5,851 | $293K |
| First Heartland Consultants, Inc. | 0.03% | New | 5,656 | $284K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -82.5% | 5,515 | $276K |
| DAVENPORT & Co LLC | 0.00% | No change | 5,514 | $276K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,453 | $273K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,453 | $273K |
| GTS Securities LLC | 0.01% | New | 5,349 | $268K |
| Parallel Advisors, LLC | 0.01% | Add +8.2% | 5,300 | $266K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -21.1% | 5,168 | $259K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -3.3% | 5,160 | $259K |
| Allworth Financial LP | 0.00% | No change | 5,162 | $258K |
| Pinnacle Associates Ltd. | 0.00% | Add +13.8% | 5,122 | $257K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.8% | 5,083 | $255K |
| Perennial Investment Advisors, LLC | 0.03% | Add +18.7% | 4,967 | $249K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 4,840 | $243K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 4,600 | $231K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 4,509 | $226K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -2.2% | 4,480 | $224K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,450 | $223K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -8.5% | 4,292 | $215K |
| Dividend Assets Capital, LLC | 0.04% | New | 4,232 | $212K |
| Detalus Advisors, LLC | 0.07% | No change | 4,200 | $211K |
| Beta Wealth Group, Inc. | 0.07% | New | 4,080 | $205K |
| Iron Gate Global Advisors LLC | 0.03% | Reduce -12.8% | 4,072 | $204K |
| AMG National Trust Bank | 0.01% | No change | 4,000 | $200K |
| Concorde Asset Management, LLC | 0.11% | New | 3,996 | $200K |
| Atwood & Palmer Inc. | 0.01% | Reduce -14.6% | 3,800 | $190K |
| Main Management LLC | 0.02% | No change | 3,652 | $183K |
| Archer Investment Corp | 0.04% | Reduce -13.8% | 3,128 | $157K |
| Citigroup Inc. | 0.00% | Reduce -20.4% | 2,625 | $132K |
| Harbour Investments, Inc. | 0.00% | Add +186.2% | 2,201 | $110K |
| Chilton Capital Management LLC | 0.00% | No change | 1,939 | $97K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,755 | $88K |
| Blair William & Co. | 0.00% | Reduce -3.5% | 1,702 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -2.1% | 1,593 | $80K |
| Collier Financial | 0.06% | No change | 1,430 | $72K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,370 | $69K |
| Transce3nd, LLC | 0.03% | New | 1,125 | $56K |
| Key Financial Inc | 0.01% | No change | 1,037 | $52K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| Cornerstone Planning Group LLC | 0.01% | New | 916 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.6% | 901 | $45K |
| AdvisorNet Financial, Inc | 0.00% | No change | 705 | $35K |
| Northwest Capital Management Inc | 0.01% | No change | 700 | $35K |
| Assetmark, Inc. | 0.00% | Add +8.8% | 435 | $22K |
| Ridgewood Investments LLC | 0.01% | Reduce -0.2% | 413 | $21K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 388 | $19K |
| Concord Wealth Partners | 0.00% | Reduce -40.2% | 383 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 360 | $18K |
| Tidemark, LLC | 0.01% | No change | 335 | $17K |
| AE Wealth Management LLC | 0.00% | No change | 332 | $17K |
| NFSG Corp | 0.00% | Add +1.2% | 331 | $17K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 268 | $13K |
| Anchor Investment Management, LLC | 0.00% | New | 265 | $13K |
| First Horizon Advisors, Inc. | 0.00% | No change | 226 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 147 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.4% | 140 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 84 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -42.5% | 61 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 57 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 36 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 9 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 15 | $752 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -9.1% | 10 | $501 |
| FMR LLC | 0.00% | New | 1 | $50 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.