Invesco Ultra Short DurationGSYETF
13F holders, Q2 2025 (June 30)265holders +4
27new positions
21sold out
3famous investors
$50.15avg. 13F price*
At the end of Q2 2025, 265 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 4 from Q1 2025. 27 opened new positions and 21 sold out. The largest holders were Wells Fargo & Company ($205.4M), Morgan Stanley ($203.2M) and LPL Financial LLC ($191.5M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Ultra Short Duration
- CUSIP
- 46090A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $20.3M |
| Exits | 21 | $113.1M |
All 13F filers, Q1 2025 → Q2 2025: 4,496,699 shares bought and 5,240,339 shares sold, net −743,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Wells Fargo & Company | 0.05% | Add +9.4% | 4,096,067 | $205.4M |
| Morgan Stanley | 0.01% | Add +2.9% | 4,052,467 | $203.2M |
| LPL Financial LLC | 0.06% | Add +15.1% | 3,819,093 | $191.5M |
| Bank of America Corp. | 0.01% | Add +35.3% | 1,560,270 | $78.2M |
| Gradient Investments LLC | 1.33% | Reduce -2.5% | 1,452,667 | $72.8M |
| UBS Group AG | 0.01% | Add +38.5% | 1,236,305 | $62.0M |
| Cetera Investment Advisers | 0.08% | Add +5.5% | 967,552 | $48.5M |
| Axxcess Wealth Management, LLC | 1.12% | Add +21.8% | 929,019 | $46.6M |
| Raymond James Financial Inc. | 0.02% | Add +16.7% | 910,918 | $45.7M |
| Capital Asset Advisory Services LLC | 1.89% | Add +11.0% | 804,106 | $40.3M |
| Osaic Holdings, Inc. | 0.06% | Add +47.2% | 723,610 | $36.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +64.8% | 606,999 | $30.4M |
| Atria Wealth Solutions, Inc. | 0.66% | Reduce -43.8% | 580,333 | $29.1M |
| Cwm, LLC | 0.09% | Reduce -0.8% | 528,575 | $26.5M |
| Gladstone Institutional Advisory LLC | 0.93% | Add +18.0% | 448,025 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.0% | 415,910 | $20.9M |
| Greenleaf Trust | 0.17% | Reduce -12.7% | 377,964 | $19.0M |
| Cyndeo Wealth Partners, LLC | 1.05% | Add +1.2% | 353,424 | $17.7M |
| Johnson Bixby & Associates, LLC | 2.21% | Add +1.9% | 321,577 | $16.1M |
| Fifth Third Securities, Inc. | 1.14% | Add +3.7% | 303,918 | $15.2M |
| MML Investors Services, LLC | 0.04% | Add +247.6% | 295,645 | $14.8M |
| Gotham Asset Management | 0.09% | Add +0.6% | 288,437 | $14.5M |
| First Merchants Corp. | 0.55% | Reduce -2.2% | 280,884 | $14.1M |
| Private Advisor Group, LLC | 0.07% | Add +12.1% | 260,816 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -81.8% | 232,003 | $11.6M |
| Principal Securities, Inc. | 0.21% | Add +18.9% | 225,079 | $11.3M |
| Stifel Financial Corp. | 0.01% | Add +6.8% | 221,144 | $11.1M |
| Jane Street Group, LLC | 0.02% | Add +2763.3% | 202,747 | $10.2M |
| Guidance Capital, Inc. | 2.87% | Add +1.2% | 200,287 | $10.1M |
| Flagship Harbor Advisors, LLC | 0.47% | Add +635.5% | 197,538 | $9.9M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +37.2% | 186,440 | $9.3M |
| Foronjy Financial LLC | 4.21% | — | 179,320 | $9.0M |
| Avestar Capital, LLC | 0.65% | Reduce -31.2% | 176,927 | $8.9M |
| Scotia Capital Inc. | 0.04% | Add +3.3% | 176,798 | $8.9M |
| Creative Planning | 0.01% | Reduce -5.4% | 168,035 | $8.4M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +0.3% | 158,394 | $7.9M |
| Drive Wealth Management, LLC | 1.74% | Reduce -7.2% | 158,056 | $7.9M |
| 1 North Wealth Services LLC | 2.96% | Add +0.5% | 148,870 | $7.5M |
| Mutual Advisors, LLC | 0.17% | Add +140.0% | 134,235 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.0% | 133,971 | $6.7M |
| Advocacy Wealth Management, LLC | 0.37% | Add +17.8% | 120,833 | $6.1M |
| Citadel Advisors | 0.01% | Reduce -12.4% | 120,670 | $6.1M |
| WESCAP Management Group, Inc. | 1.36% | Reduce -9.0% | 118,997 | $6.0M |
| Retirement Capital Strategies | 2.36% | Add +114.3% | 118,909 | $6.0M |
| Sterling Financial Group, Inc. | 1.97% | Add +3.9% | 117,212 | $5.9M |
| Norris Financial Group, LLC | 2.37% | Reduce -2.4% | 115,561 | $5.8M |
| Capital Advisors, Ltd. LLC | 0.71% | Reduce -9.3% | 114,659 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.8% | 110,041 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +7.5% | 108,999 | $5.5M |
| Daner Wealth Management, LLC | 3.75% | — | 108,107 | $5.4M |
| Advisory Services Network, LLC | 0.08% | Add +465.5% | 104,518 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.3% | 87,537 | $4.4M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -10.9% | 83,493 | $4.2M |
| Brown Financial Advisors | 1.56% | Reduce -17.5% | 79,933 | $4.0M |
| Beacon Investment Advisory Services, Inc. | 0.17% | Reduce -12.7% | 77,854 | $3.9M |
| NorthCoast Asset Management LLC | 0.02% | New | 76,694 | $3.8M |
| TruWealth Advisors, LLC | 0.21% | Add +9.8% | 76,376 | $3.8M |
| Lake Street Private Wealth, LLC | 0.53% | Add +125.8% | 73,590 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +4.7% | 72,186 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 71,024 | $3.6M |
| Mariner, LLC | 0.01% | Add +14.1% | 70,327 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -12.2% | 67,748 | $3.4M |
| ZEGA Investments, LLC | 0.85% | Add +5.0% | 67,643 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.4% | 64,828 | $3.3M |
| TBH Global Asset Management, LLC | 0.68% | Reduce -2.3% | 63,116 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.8% | 61,233 | $3.1M |
| Global Retirement Partners, LLC | 0.07% | — | 57,464 | $2.9M |
| LYNX Capital Group Ltd. | 1.37% | Reduce -0.7% | 56,736 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +0.3% | 55,980 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -13.4% | 53,180 | $2.7M |
| Flow Traders U.S. LLC | 0.10% | Add +226.8% | 51,699 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.0% | 51,109 | $2.6M |
| Colonial River Investments, LLC | 1.10% | Add +0.4% | 50,884 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.39% | Reduce -0.1% | 50,734 | $2.5M |
| Trust Co | 0.29% | Add +6.5% | 50,675 | $2.5M |
| &partners | 0.02% | Add +121.5% | 50,351 | $2.5M |
| Duncker Streett & Co. Inc. | 0.46% | Reduce -0.1% | 50,309 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +95.8% | 49,519 | $2.5M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -47.5% | 46,171 | $2.3M |
| Medallion Wealth Advisors, LLC | 0.89% | Add +72.8% | 45,966 | $2.3M |
| Belpointe Asset Management LLC | 0.09% | Reduce -4.8% | 44,424 | $2.2M |
| Invesco Ltd. | 0.00% | New | 43,475 | $2.2M |
| Independent Financial Group, LLC | 0.06% | Add +11.2% | 42,865 | $2.1M |
| Strait & Sound Wealth Management LLC | 0.91% | Add +76.1% | 42,588 | $2.1M |
| Smartleaf Asset Management LLC | 0.18% | No change | 41,202 | $2.1M |
| Warwick Investment Management, Inc. | 0.40% | New | 40,888 | $2.1M |
| Barnes Wealth Management Group, Inc | 1.21% | Add +4.5% | 40,695 | $2.0M |
| Copley Financial Group, Inc. | 1.48% | Reduce -7.2% | 39,864 | $2.0M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -5.8% | 39,665 | $2.0M |
| Cathy Pareto & Associates, Inc. | 1.58% | Add +2.2% | 38,113 | $1.9M |
| Private Trust Co. NA | 0.17% | Add +20.6% | 35,847 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -30.8% | 35,566 | $1.8M |
| Endowment Wealth Management, Inc. | 0.91% | Add +11.8% | 35,285 | $1.8M |
| World Investment Advisors | 0.04% | Reduce -8.8% | 35,143 | $1.8M |
| Regatta Capital Group, LLC | 0.30% | Reduce -8.1% | 35,077 | $1.8M |
| HRT Financial LP | 0.01% | New | 33,192 | $1.7M |
| Wealthstar Advisors, LLC | 0.62% | Reduce -0.3% | 32,990 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -23.7% | 32,563 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +59.9% | 31,887 | $1.6M |
| GenTrust, LLC | 0.07% | New | 30,779 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.3% | 30,336 | $1.5M |
| Mattson Financial Services, LLC | 0.41% | Reduce -9.3% | 30,289 | $1.5M |
| Legacy Solutions, LLC | 1.45% | Reduce -0.9% | 30,137 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +438.5% | 29,698 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.1% | 29,346 | $1.5M |
| Lionsbridge Wealth Management LLC | 1.45% | Reduce -5.4% | 29,034 | $1.5M |
| Capital Wealth Alliance, LLC | 0.69% | Reduce -6.7% | 25,729 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +170.1% | 25,119 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.03% | Add +3.2% | 23,836 | $1.2M |
| Paladin Wealth, LLC | 0.93% | Reduce -5.4% | 23,830 | $1.2M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -6.9% | 23,521 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Reduce -2.0% | 23,478 | $1.2M |
| Consolidated Portfolio Review Corp | 0.16% | Add +45.6% | 23,311 | $1.2M |
| Legacy Investment Solutions, LLC | 0.62% | — | 23,292 | $1.2M |
| Legacy Wealth Managment, LLC | 0.62% | Reduce -7.7% | 23,292 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.18% | Add +121.5% | 22,362 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +6.3% | 21,757 | $1.1M |
| ETF Store, Inc. | 1.25% | Add +3.3% | 21,560 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 21,497 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Add +9.2% | 21,370 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -4.4% | 21,085 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +223.2% | 20,888 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Reduce -22.6% | 20,853 | $1.0M |
| Intrepid Family Office LLC | 1.08% | Reduce -42.9% | 20,000 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.2% | 19,154 | $960K |
| Weatherly Asset Management L. P. | 0.08% | Add +0.4% | 18,670 | $936K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -11.2% | 18,424 | $924K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.8% | 18,343 | $920K |
| Total Clarity Wealth Management, Inc. | 0.26% | Add +63.9% | 18,243 | $915K |
| Transcendent Capital Group LLC | 0.46% | Reduce -58.0% | 17,731 | $889K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | Reduce -0.1% | 17,439 | $874K |
| Spirepoint Private Client, LLC | 0.10% | New | 17,350 | $870K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17,255 | $865K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -72.0% | 17,086 | $857K |
| Hilltop Holdings Inc. | 0.05% | Add +5.5% | 16,875 | $846K |
| GTS Securities LLC | 0.04% | Add +212.2% | 16,700 | $837K |
| Wbi Investments, LLC | 0.21% | Add +136.5% | 16,506 | $828K |
| WT Wealth Management | 0.24% | Add +4.5% | 16,465 | $826K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.9% | 16,455 | $825K |
| Catalyst Private Wealth, LLC | 0.36% | No change | 16,004 | $802K |
| Comerica Bank | 0.00% | Add +60.7% | 15,414 | $773K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -18.7% | 15,335 | $769K |
| Astra Wealth Partners LLC | 0.62% | New | 15,300 | $767K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.1% | 14,773 | $741K |
| Institute for Wealth Management, LLC. | 0.08% | Add +10.7% | 14,506 | $727K |
| Petix & Botte Co | 0.17% | Reduce -9.7% | 14,171 | $711K |
| US Bancorp \de | 0.00% | No change | 14,159 | $710K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 13,714 | $687K |
| Prelude Capital Management, LLC | 0.07% | New | 13,490 | $676K |
| Focus Partners Wealth | 0.00% | Add +61.5% | 13,446 | $674K |
| Keystone Wealth Services, LLC | 0.16% | New | 13,387 | $671K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,257 | $665K |
| Collaborative Wealth Managment Inc. | 0.29% | Reduce -24.3% | 13,137 | $659K |
| Wagner Wealth Management, LLC | 0.15% | Add +2.1% | 13,034 | $654K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -6.9% | 12,755 | $640K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 12,219 | $613K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.0% | 12,193 | $611K |
| Impact Partnership Wealth, LLC | 0.11% | New | 12,050 | $604K |
| CGC Financial Services, LLC | 0.20% | Reduce -0.2% | 11,969 | $600K |
| Financial & Tax Architects, LLC | 0.14% | Add +26.2% | 11,513 | $577K |
| Rovin Capital /Ut/ | 0.17% | Add +1.6% | 11,406 | $572K |
| Twin Focus Capital Partners, LLC | 0.08% | No change | 10,980 | $551K |
| Equitable Holdings, Inc. | 0.00% | Add +23.0% | 10,893 | $546K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -1.8% | 10,878 | $545K |
| Condor Capital Management | 0.05% | Add +1.1% | 10,868 | $545K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 10,588 | $531K |
| Private Client Services, LLC | 0.20% | Add +14.4% | 10,342 | $519K |
| Milestones Private Investment Advisors LLC | 0.38% | — | 10,138 | $508K |
| Tidal Investments LLC | 0.00% | New | 10,035 | $503K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -27.0% | 10,000 | $501K |
| Redwood Financial Network Corp | 0.33% | Add +10.0% | 9,854 | $494K |
| Crux Wealth Advisors | 0.21% | Add +1.2% | 9,640 | $483K |
| National Wealth Management Group, LLC | 0.27% | Reduce -5.2% | 9,586 | $481K |
| Patton Albertson Miller Group, LLC | 0.06% | Add +7.1% | 9,557 | $479K |
| Triumph Capital Management | 0.14% | Reduce -41.7% | 9,536 | $478K |
| AQR Capital Management | 0.00% | No change | 9,249 | $464K |
| Westbourne Investments, Inc. | 0.25% | Reduce -2.1% | 9,200 | $461K |
| 4J Wealth Management LLC | 0.31% | No change | 9,081 | $455K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +1.9% | 9,028 | $453K |
| Kingsview Wealth Management, LLC | 0.01% | Add +49.9% | 8,837 | $443K |
| Calton & Associates, Inc. | 0.08% | Add +0.2% | 8,677 | $435K |
| KWB Wealth | 0.05% | Add +1.2% | 8,387 | $420K |
| Triasima Portfolio Management inc. | 0.07% | New | 7,985 | $400K |
| Courier Capital LLC | 0.02% | Add +2.5% | 7,650 | $384K |
| Lanark Financial, Inc. | 0.03% | Reduce -19.5% | 7,604 | $381K |
| StoneX Group Inc. | 0.02% | New | 7,361 | $369K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 7,107 | $356K |
| Wealth Advisory Team LLC | 0.33% | — | 7,079 | $355K |
| Pinnacle Associates Ltd. | 0.01% | Add +33.7% | 6,846 | $343K |
| IFG Advisory, LLC | 0.02% | New | 6,752 | $339K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -0.3% | 6,659 | $334K |
| DAVENPORT & Co LLC | 0.00% | Add +19.4% | 6,581 | $330K |
| Beta Wealth Group, Inc. | 0.12% | Add +59.8% | 6,518 | $327K |
| National Bank of Canada | 0.00% | Reduce -51.5% | 6,397 | $321K |
| Maridea Wealth Management LLC | 0.08% | New | 6,297 | $316K |
| Ridgeline Wealth, LLC | 0.26% | Reduce -33.1% | 6,289 | $315K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.4% | 6,273 | $315K |
| Commerce Bank | 0.00% | No change | 6,200 | $311K |
| International Assets Investment Management, LLC | 0.02% | New | 6,150 | $308K |
| Sigma Planning Corp | 0.01% | Reduce -6.8% | 6,138 | $308K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 6,088 | $305K |
| First Heartland Consultants, Inc. | 0.03% | Add +7.1% | 6,060 | $304K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,000 | $301K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 5,851 | $293K |
| Perennial Investment Advisors, LLC | 0.03% | Add +14.0% | 5,661 | $284K |
| Independent Advisor Alliance | 0.01% | Reduce -29.8% | 5,631 | $282K |
| Allworth Financial LP | 0.00% | Add +4.8% | 5,411 | $271K |
| Financial Advocates Investment Management | 0.02% | Reduce -21.4% | 5,286 | $265K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.3% | 5,151 | $258K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 4,840 | $243K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -7.5% | 4,774 | $239K |
| NewEdge Wealth, LLC | 0.00% | Add +5.6% | 4,700 | $236K |
| Prospera Financial Services Inc | 0.00% | New | 4,600 | $231K |
| GWN Securities Inc. | 0.04% | Reduce -47.8% | 4,583 | $230K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.6% | 4,580 | $230K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 4,515 | $226K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.2% | 4,490 | $225K |
| Peterson Wealth Services | 0.06% | Reduce -59.8% | 4,468 | $224K |
| Bank of Montreal | 0.00% | Reduce -28.1% | 4,439 | $223K |
| Park Avenue Securities LLC | 0.00% | New | 4,366 | $219K |
| Arax Advisory Partners | 0.01% | Reduce -98.9% | 4,354 | $218K |
| Dividend Assets Capital, LLC | 0.04% | No change | 4,232 | $212K |
| PFG Investments, LLC | 0.01% | New | 4,223 | $212K |
| Detalus Advisors, LLC | 0.06% | No change | 4,200 | $211K |
| B & T Capital Management DBA Alpha Capital Management | 0.03% | Reduce -77.5% | 4,000 | $201K |
| AMG National Trust Bank | 0.01% | No change | 4,000 | $201K |
| First Trust Advisors LP | 0.00% | New | 4,000 | $201K |
| Main Management LLC | 0.01% | No change | 3,652 | $183K |
| Atwood & Palmer Inc. | 0.01% | Reduce -27.6% | 2,750 | $138K |
| Citigroup Inc. | 0.00% | Add +0.5% | 2,638 | $132K |
| Archer Investment Corp | 0.03% | Reduce -22.4% | 2,428 | $122K |
| Harbour Investments, Inc. | 0.00% | Add +2.5% | 2,257 | $113K |
| Farther Finance Advisors, LLC | 0.00% | Add +1422.5% | 2,238 | $112K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,755 | $88K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,704 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,594 | $80K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,370 | $69K |
| NFSG Corp | 0.01% | Add +206.7% | 1,015 | $51K |
| Chilton Capital Management LLC | 0.00% | Reduce -48.4% | 1,000 | $50K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| Parkside Financial Bank & Trust | 0.00% | New | 899 | $45K |
| Key Financial Inc | 0.01% | Reduce -18.1% | 849 | $43K |
| Northwest Capital Management Inc | 0.02% | No change | 700 | $35K |
| AE Wealth Management LLC | 0.00% | Add +88.3% | 625 | $31K |
| Scarborough Advisors, LLC | 0.01% | Reduce -98.8% | 615 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -14.0% | 606 | $30K |
| Assetmark, Inc. | 0.00% | Reduce -0.2% | 434 | $22K |
| Ridgewood Investments LLC | 0.01% | No change | 413 | $21K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 388 | $19K |
| Concord Wealth Partners | 0.00% | Reduce -2.9% | 372 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 360 | $18K |
| Anchor Investment Management, LLC | 0.00% | Add +1.1% | 268 | $13K |
| Fifth Third Bancorp | 0.00% | New | 208 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.7% | 201 | $10K |
| Creative Financial Designs Inc. | 0.00% | New | 167 | $8K |
| JNBA Financial Advisors | 0.00% | Reduce -12.9% | 122 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 84 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 61 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.8% | 58 | $3K |
| Astor Investment Management LLC | 0.00% | New | 42 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 36 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 10 | $501 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 9 | $406 |
| FMR LLC | 0.00% | Add +400.0% | 5 | $251 |
| 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.