Invesco Ultra Short DurationGSYETF
13F holders, Q3 2025 (September 30)264holders −1
25new positions
27sold out
3famous investors
$50.24avg. 13F price*
At the end of Q3 2025, 264 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, down 1 from Q2 2025. 25 opened new positions and 27 sold out. The largest holders were LPL Financial LLC ($262.3M), Morgan Stanley ($242.1M) and Wells Fargo & Company ($194.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $77.3M |
| Exits | 27 | $29.9M |
All 13F filers, Q2 2025 → Q3 2025: 5,032,722 shares bought and 2,370,811 shares sold, net +2,661,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| LPL Financial LLC | 0.08% | Add +36.7% | 5,220,602 | $262.3M |
| Morgan Stanley | 0.01% | Add +18.9% | 4,820,226 | $242.1M |
| Wells Fargo & Company | 0.04% | Reduce -5.7% | 3,860,980 | $194.0M |
| Gradient Investments LLC | 1.21% | Reduce -1.0% | 1,438,188 | $72.2M |
| UBS Group AG | 0.01% | Add +9.5% | 1,353,803 | $68.0M |
| Bank of America Corp. | 0.00% | Reduce -21.9% | 1,219,154 | $61.2M |
| Cetera Investment Advisers | 0.06% | Add +5.3% | 1,019,302 | $51.2M |
| Raymond James Financial Inc. | 0.02% | Add +10.0% | 1,001,672 | $50.3M |
| Axxcess Wealth Management, LLC | 1.01% | Add +2.7% | 954,108 | $47.9M |
| Capital Asset Advisory Services LLC | 1.81% | Add +3.6% | 833,386 | $41.9M |
| Bramshill Investments, LLC | 2.84% | New | 826,495 | $41.5M |
| Osaic Holdings, Inc. | 0.05% | Add +4.3% | 755,026 | $37.9M |
| Cwm, LLC | 0.08% | Add +0.8% | 532,585 | $26.8M |
| Greenleaf Trust | 0.20% | Add +16.1% | 438,921 | $22.0M |
| Gladstone Institutional Advisory LLC | 0.84% | Reduce -2.8% | 435,525 | $21.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 397,127 | $19.9M |
| Pasadena Private Wealth, LLC | 2.74% | New | 378,269 | $19.0M |
| Cyndeo Wealth Partners, LLC | 0.98% | Reduce -0.4% | 352,109 | $17.7M |
| Johnson Bixby & Associates, LLC | 2.25% | Add +8.6% | 349,218 | $17.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.9% | 334,192 | $16.8M |
| Gotham Asset Management | 0.06% | Add +1.6% | 293,000 | $14.7M |
| MML Investors Services, LLC | 0.04% | Reduce -5.8% | 278,385 | $14.0M |
| First Merchants Corp. | 0.51% | Reduce -3.2% | 271,782 | $13.7M |
| Fifth Third Securities, Inc. | 0.89% | Reduce -14.4% | 260,224 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +14.0% | 252,150 | $12.7M |
| Mutual Advisors, LLC | 0.27% | Add +82.0% | 244,247 | $12.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -10.3% | 233,876 | $11.7M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +16.7% | 217,559 | $10.9M |
| Guidance Capital, Inc. | 2.70% | Add +2.9% | 206,090 | $10.4M |
| Foronjy Financial LLC | 4.46% | Add +12.9% | 202,465 | $10.2M |
| Capstone Wealth Management Group, LLC | 4.28% | New | 201,160 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -14.7% | 197,976 | $9.9M |
| Principal Securities, Inc. | 0.16% | Reduce -12.1% | 197,882 | $9.9M |
| Scotia Capital Inc. | 0.04% | Add +4.3% | 184,364 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +12.2% | 177,638 | $8.9M |
| Flagship Harbor Advisors, LLC | 0.37% | Reduce -13.3% | 171,333 | $8.6M |
| Avestar Capital, LLC | 0.58% | Reduce -9.5% | 160,187 | $8.0M |
| Creative Planning | 0.01% | Reduce -10.1% | 151,089 | $7.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +143.0% | 148,820 | $7.5M |
| 1 North Wealth Services LLC | 3.04% | Reduce -0.9% | 147,552 | $7.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +31.7% | 144,886 | $7.3M |
| Invesco Ltd. | 0.00% | Add +195.8% | 128,614 | $6.5M |
| WESCAP Management Group, Inc. | 1.28% | Add +2.1% | 121,560 | $6.1M |
| Retirement Capital Strategies | 2.27% | Reduce -0.7% | 118,042 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 112,742 | $5.7M |
| Capital Advisors, Ltd. LLC | 0.63% | Reduce -2.4% | 111,908 | $5.6M |
| Lake Street Private Wealth, LLC | 0.71% | Add +48.7% | 109,430 | $5.5M |
| Daner Wealth Management, LLC | 3.57% | Add +0.9% | 109,100 | $5.5M |
| Sterling Financial Group, Inc. | 1.72% | Reduce -7.6% | 108,261 | $5.4M |
| Advocacy Wealth Management, LLC | 0.23% | Reduce -10.8% | 107,752 | $5.4M |
| &partners | 0.03% | Add +109.8% | 105,631 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.0% | 104,363 | $5.2M |
| Citadel Advisors | 0.00% | Reduce -16.1% | 101,210 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Reduce -3.5% | 100,856 | $5.1M |
| Norris Financial Group, LLC | 1.60% | Reduce -24.4% | 87,328 | $4.4M |
| TruWealth Advisors, LLC | 0.21% | Add +6.6% | 81,413 | $4.1M |
| Mariner, LLC | 0.01% | Add +11.0% | 78,056 | $3.9M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -6.7% | 77,929 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +56.0% | 77,237 | $3.9M |
| D.A. Davidson & Co. | 0.02% | Add +3.0% | 74,325 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.7% | 72,022 | $3.6M |
| Brown Financial Advisors | 1.33% | Reduce -10.4% | 71,587 | $3.6M |
| Beacon Investment Advisory Services, Inc. | 0.15% | Reduce -9.3% | 70,583 | $3.5M |
| GenTrust, LLC | 0.16% | Add +121.5% | 68,187 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 68,026 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -50.7% | 66,068 | $3.3M |
| Parsons Capital Management Inc. | 0.19% | Add +213.3% | 65,440 | $3.3M |
| Global Retirement Partners, LLC | 0.07% | Add +8.1% | 62,107 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -11.5% | 59,940 | $3.0M |
| LYNX Capital Group Ltd. | 1.32% | Add +0.0% | 56,740 | $2.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -3.5% | 51,296 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.33% | Reduce -0.2% | 50,652 | $2.5M |
| Trust Co | 0.26% | Reduce -0.9% | 50,216 | $2.5M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce -0.4% | 50,126 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -13.1% | 48,656 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.8% | 47,135 | $2.4M |
| Endowment Wealth Management, Inc. | 1.05% | Add +30.6% | 46,094 | $2.3M |
| Strait & Sound Wealth Management LLC | 0.85% | Add +3.3% | 43,999 | $2.2M |
| Belpointe Asset Management LLC | 0.08% | Reduce -3.9% | 42,714 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.74% | Reduce -9.7% | 41,531 | $2.1M |
| Warwick Investment Management, Inc. | 0.36% | Add +1.6% | 41,521 | $2.1M |
| Smartleaf Asset Management LLC | 0.13% | No change | 41,202 | $2.1M |
| Sovereign Financial Group, Inc. | 0.38% | Add +1.3% | 40,177 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.8% | 39,957 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.09% | Reduce -2.9% | 39,521 | $2.0M |
| Colonial River Investments, LLC | 0.71% | Reduce -24.6% | 38,362 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.41% | Reduce -2.6% | 37,115 | $1.9M |
| Copley Financial Group, Inc. | 1.27% | Reduce -7.1% | 37,017 | $1.9M |
| Regatta Capital Group, LLC | 0.29% | Add +4.2% | 36,535 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.8% | 35,837 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +587.8% | 35,429 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +5.5% | 34,370 | $1.7M |
| Legacy Solutions, LLC | 1.47% | Add +8.1% | 32,584 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +66.0% | 31,789 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.9% | 30,254 | $1.5M |
| World Investment Advisors | 0.03% | Reduce -15.2% | 29,820 | $1.5M |
| Wealthstar Advisors, LLC | 0.59% | Reduce -9.8% | 29,765 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 29,041 | $1.5M |
| YHB Investment Advisors, Inc. | 0.11% | Add +35.6% | 28,985 | $1.5M |
| Private Trust Co. NA | 0.13% | Reduce -20.8% | 28,404 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.20% | Add +18.1% | 28,146 | $1.4M |
| Mattson Financial Services, LLC | 0.33% | Reduce -8.1% | 27,851 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +25.9% | 27,382 | $1.4M |
| Impact Partnership Wealth, LLC | 0.20% | Add +121.3% | 26,665 | $1.3M |
| Legacy Wealth Managment, LLC | 0.58% | Add +9.1% | 25,407 | $1.3M |
| Intrepid Family Office LLC | 1.14% | Add +25.0% | 25,000 | $1.3M |
| Capital Wealth Alliance, LLC | 0.61% | Reduce -5.4% | 24,340 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +24.5% | 22,835 | $1.1M |
| J Hagan Capital, Inc. | 0.69% | New | 22,823 | $1.1M |
| Paladin Wealth, LLC | 0.83% | Reduce -4.8% | 22,695 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.11% | Reduce -22.6% | 22,486 | $1.1M |
| Watts Gwilliam & Co., LLC | 0.18% | Add +0.2% | 22,403 | $1.1M |
| ETF Store, Inc. | 1.19% | Add +3.5% | 22,316 | $1.1M |
| AlphaCore Capital LLC | 0.04% | Reduce -7.7% | 21,664 | $1.1M |
| MAI Capital Management | 0.01% | Add +1.6% | 21,419 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.10% | Add +11.6% | 20,568 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +19.1% | 19,590 | $984K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | Add +8.4% | 18,899 | $949K |
| Comerica Bank | 0.00% | Add +22.6% | 18,896 | $949K |
| Total Clarity Wealth Management, Inc. | 0.25% | Add +1.9% | 18,597 | $934K |
| Weatherly Asset Management L. P. | 0.07% | Reduce -5.0% | 17,745 | $891K |
| GeoWealth Management, LLC | 0.03% | New | 17,555 | $882K |
| GC Wealth Management RIA, LLC | 0.03% | New | 17,555 | $882K |
| Spirepoint Private Client, LLC | 0.09% | No change | 17,350 | $872K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17,255 | $867K |
| Montag A & Associates Inc. | 0.04% | Reduce -20.7% | 16,536 | $831K |
| HighTower Advisors, LLC | 0.00% | Reduce -48.3% | 16,498 | $829K |
| Catalyst Private Wealth, LLC | 0.35% | No change | 16,004 | $804K |
| Equitable Holdings, Inc. | 0.01% | Add +45.9% | 15,892 | $798K |
| Lanark Financial, Inc. | 0.06% | Add +104.5% | 15,554 | $781K |
| Accurate Wealth Management, LLC | 0.10% | New | 15,114 | $761K |
| Institute for Wealth Management, LLC. | 0.08% | Add +1.1% | 14,672 | $737K |
| Maridea Wealth Management LLC | 0.11% | Add +131.8% | 14,594 | $733K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.2% | 14,546 | $731K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 14,500 | $728K |
| Intrua Financial, LLC | 0.08% | New | 14,409 | $724K |
| Petix & Botte Co | 0.16% | No change | 14,171 | $712K |
| US Bancorp \de | 0.00% | No change | 14,159 | $711K |
| Rovin Capital /Ut/ | 0.20% | Add +23.1% | 14,046 | $706K |
| Transcendent Capital Group LLC | 0.31% | Reduce -21.8% | 13,871 | $697K |
| CGC Financial Services, LLC | 0.19% | Add +15.1% | 13,779 | $692K |
| Wbi Investments, LLC | 0.17% | Reduce -18.8% | 13,411 | $674K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.4% | 13,343 | $670K |
| Wagner Wealth Management, LLC | 0.15% | Add +1.1% | 13,179 | $662K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -4.1% | 12,602 | $633K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 12,219 | $614K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -30.7% | 11,837 | $595K |
| Redwood Financial Network Corp | 0.38% | Add +19.9% | 11,815 | $594K |
| Hilltop Holdings Inc. | 0.03% | Reduce -32.6% | 11,371 | $571K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -10.9% | 11,370 | $571K |
| National Bank of Canada | 0.00% | Add +73.5% | 11,097 | $557K |
| Private Client Services, LLC | 0.19% | Add +6.6% | 11,021 | $554K |
| Condor Capital Management | 0.05% | Add +1.3% | 11,006 | $553K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 10,980 | $552K |
| Bright Futures Wealth Management, LLC. | 0.43% | — | 10,928 | $549K |
| Flow Traders U.S. LLC | 0.02% | Reduce -79.2% | 10,763 | $541K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -4.6% | 10,380 | $521K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -3.7% | 10,192 | $512K |
| Triumph Capital Management | 0.14% | Add +6.0% | 10,110 | $508K |
| Crux Wealth Advisors | 0.20% | Add +4.4% | 10,068 | $506K |
| Milestones Private Investment Advisors LLC | 0.34% | Reduce -1.4% | 9,993 | $502K |
| Beta Wealth Group, Inc. | 0.20% | Add +51.6% | 9,882 | $496K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +5.2% | 9,501 | $477K |
| AQR Capital Management | 0.00% | No change | 9,249 | $465K |
| Detalus Advisors, LLC | 0.12% | Add +117.9% | 9,150 | $460K |
| 4J Wealth Management LLC | 0.27% | No change | 9,081 | $456K |
| Westbourne Investments, Inc. | 0.21% | Reduce -6.0% | 8,650 | $434K |
| Pinnacle Associates Ltd. | 0.01% | Add +25.5% | 8,592 | $432K |
| National Wealth Management Group, LLC | 0.16% | Reduce -10.7% | 8,561 | $430K |
| Calton & Associates, Inc. | 0.06% | Reduce -1.7% | 8,530 | $428K |
| KWB Wealth | 0.05% | Add +1.2% | 8,485 | $425K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -14.7% | 8,152 | $410K |
| Drive Wealth Management, LLC | 0.09% | Reduce -94.8% | 8,134 | $409K |
| TBH Global Asset Management, LLC | 0.08% | Reduce -87.2% | 8,088 | $406K |
| Arax Advisory Partners | 0.01% | Add +84.2% | 8,022 | $403K |
| IFG Advisory, LLC | 0.02% | Add +11.0% | 7,494 | $376K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.0% | 7,422 | $373K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Add +85.0% | 7,400 | $372K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 7,187 | $361K |
| Focus Partners Wealth | 0.00% | Reduce -47.0% | 7,133 | $358K |
| First Heartland Consultants, Inc. | 0.03% | Add +16.0% | 7,032 | $353K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.1% | 6,734 | $338K |
| WT Wealth Management | 0.10% | Reduce -60.0% | 6,591 | $331K |
| Capital Investment Advisors, LLC | 0.01% | New | 6,507 | $327K |
| A4 Wealth Advisors LLC | 0.26% | — | 6,216 | $312K |
| Commerce Bank | 0.00% | No change | 6,200 | $311K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,150 | $308K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.6% | 6,081 | $305K |
| Noble Wealth Management PBC | 0.16% | — | 6,071 | $305K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -55.8% | 6,069 | $305K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,000 | $301K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 5,851 | $294K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.7% | 5,617 | $282K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +23.4% | 5,541 | $278K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.1% | 5,513 | $277K |
| Courier Capital LLC | 0.02% | Reduce -28.8% | 5,450 | $274K |
| My Personal CFO, LLC | 0.10% | New | 5,377 | $270K |
| Foundation Wealth Management, LLC\PA | 0.10% | Add +11.1% | 5,377 | $270K |
| Concorde Asset Management, LLC | 0.11% | — | 5,309 | $267K |
| Integrity Wealth Advisors, Inc. | 0.09% | New | 5,200 | $261K |
| Allworth Financial LP | 0.00% | Reduce -4.5% | 5,170 | $260K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -77.9% | 5,161 | $259K |
| Bank of Montreal | 0.00% | Add +13.3% | 5,029 | $253K |
| Waverly Advisors, LLC | 0.00% | New | 4,992 | $251K |
| Parallel Advisors, LLC | 0.00% | Add +6.5% | 4,880 | $245K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -52.0% | 4,800 | $241K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -0.1% | 4,771 | $240K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,700 | $236K |
| Prospera Financial Services Inc | 0.00% | No change | 4,600 | $231K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 4,521 | $227K |
| GWN Securities Inc. | 0.05% | Reduce -1.8% | 4,499 | $226K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -22.4% | 4,394 | $221K |
| Howard Wealth Management, LLC | 0.10% | New | 4,385 | $220K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 4,371 | $220K |
| Independent Advisor Alliance | 0.01% | Reduce -24.7% | 4,239 | $213K |
| Dividend Assets Capital, LLC | 0.04% | No change | 4,232 | $213K |
| AMG National Trust Bank | 0.00% | No change | 4,000 | $201K |
| EdgeRock Capital LLC | 0.06% | New | 3,982 | $200K |
| Harbour Investments, Inc. | 0.00% | Add +63.3% | 3,686 | $185K |
| Main Management LLC | 0.01% | No change | 3,652 | $183K |
| Larson Financial Group LLC | 0.01% | New | 3,000 | $151K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,750 | $138K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 2,746 | $138K |
| Citigroup Inc. | 0.00% | Add +0.1% | 2,640 | $133K |
| Archer Investment Corp | 0.03% | No change | 2,428 | $122K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 2,240 | $113K |
| Sound Income Strategies, LLC | 0.01% | New | 1,924 | $97K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,788 | $90K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,755 | $88K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,706 | $86K |
| Peterson Wealth Services | 0.02% | Reduce -54.7% | 2,022 | $69K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,370 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -15.2% | 1,352 | $68K |
| NFSG Corp | 0.01% | Add +1.2% | 1,027 | $52K |
| Chilton Capital Management LLC | 0.00% | No change | 1,000 | $50K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| Key Financial Inc | 0.01% | No change | 849 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +237.3% | 678 | $34K |
| Rossby Financial, LCC | 0.01% | New | 625 | $31K |
| AE Wealth Management LLC | 0.00% | No change | 625 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 606 | $30K |
| Collier Financial | 0.02% | — | 537 | $27K |
| Creative Financial Designs Inc. | 0.00% | Add +161.1% | 436 | $22K |
| Assetmark, Inc. | 0.00% | No change | 434 | $22K |
| Strategic Advocates LLC | 0.01% | New | 407 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -55.1% | 404 | $20K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 388 | $19K |
| Concord Wealth Partners | 0.00% | No change | 372 | $19K |
| Fifth Third Bancorp | 0.00% | Add +77.9% | 370 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 293 | $15K |
| True Wealth Design, LLC | 0.00% | New | 278 | $14K |
| Abich Financial Wealth Management LLC | 0.01% | — | 278 | $14K |
| Anchor Investment Management, LLC | 0.00% | Add +1.1% | 271 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 255 | $13K |
| Scarborough Advisors, LLC | 0.00% | Reduce -70.6% | 181 | $9K |
| Beacon Capital Management, Inc. | 0.00% | New | 170 | $9K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 123 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 115 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.8% | 70 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 61 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.7% | 59 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -41.7% | 49 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 9 | $406 |
| 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.