Invesco Ultra Short DurationGSYETF
13F holders, Q4 2025 (December 31)278holders +14
23new positions
24sold out
2famous investors
$50.23avg. 13F price*
At the end of Q4 2025, 278 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 14 from Q3 2025. 23 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($260.9M), Morgan Stanley ($231.5M) and Wells Fargo & Company ($194.0M). 2 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $97.2M |
| Exits | 24 | $38.3M |
All 13F filers, Q3 2025 → Q4 2025: 9,503,095 shares bought and 1,856,763 shares sold, net +7,646,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| LPL Financial LLC | 0.07% | Reduce -0.5% | 5,192,345 | $260.9M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 4,606,527 | $231.5M |
| Wells Fargo & Company | 0.04% | Add +0.0% | 3,861,555 | $194.0M |
| Flow Traders U.S. LLC | 3.41% | Add +19021.7% | 2,058,073 | $103.4M |
| Bramshill Investments, LLC | 5.74% | Add +144.6% | 2,021,825 | $101.6M |
| UBS Group AG | 0.02% | Add +15.8% | 1,567,074 | $78.7M |
| Annex Advisory Services, LLC | 1.49% | New | 1,554,711 | $78.1M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +673.5% | 1,531,312 | $76.9M |
| Gradient Investments LLC | 1.12% | Reduce -2.0% | 1,409,616 | $70.8M |
| Axxcess Wealth Management, LLC | 1.21% | Add +41.7% | 1,352,189 | $67.9M |
| Capital Asset Advisory Services LLC | 2.53% | Add +49.9% | 1,249,389 | $62.8M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 1,144,379 | $57.5M |
| Cetera Investment Advisers | 0.06% | Add +9.1% | 1,112,141 | $55.9M |
| Raymond James Financial Inc. | 0.02% | Add +3.5% | 1,036,988 | $52.1M |
| Tower Research Capital LLC (TRC) | 0.94% | Add +113742.8% | 771,854 | $38.8M |
| Cwm, LLC | 0.07% | Reduce -2.0% | 522,041 | $26.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -31.1% | 519,975 | $26.1M |
| Gladstone Institutional Advisory LLC | 0.82% | Reduce -1.0% | 431,110 | $21.7M |
| Greenleaf Trust | 0.20% | Reduce -2.7% | 426,881 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 414,974 | $20.9M |
| Cyndeo Wealth Partners, LLC | 0.99% | Add +3.9% | 365,711 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.2% | 358,244 | $18.0M |
| Advocate Investing Services LLC | 14.51% | — | 322,294 | $16.2M |
| Stifel Financial Corp. | 0.01% | Add +16.7% | 294,161 | $14.8M |
| Gotham Asset Management | 0.05% | No change | 293,000 | $14.7M |
| Johnson Bixby & Associates, LLC | 1.82% | Reduce -16.2% | 292,626 | $14.7M |
| MML Investors Services, LLC | 0.03% | Add +1.5% | 282,533 | $14.2M |
| Avestar Capital, LLC | 0.97% | Add +75.1% | 280,495 | $14.1M |
| Wealthcare Advisory Partners LLC | 0.27% | Add +27.8% | 278,063 | $14.0M |
| Fifth Third Securities, Inc. | 0.83% | Reduce -2.6% | 253,365 | $12.7M |
| Mutual Advisors, LLC | 0.27% | Add +1.8% | 248,690 | $12.5M |
| First Merchants Corp. | 0.45% | Reduce -10.7% | 242,722 | $12.2M |
| Private Advisor Group, LLC | 0.06% | Add +0.3% | 234,583 | $11.8M |
| Guidance Capital, Inc. | 2.83% | Add +11.9% | 230,596 | $11.6M |
| Foronjy Financial LLC | 4.46% | Add +5.0% | 212,508 | $10.7M |
| Principal Securities, Inc. | 0.16% | Add +2.9% | 203,709 | $10.2M |
| Capstone Wealth Management Group, LLC | 4.02% | Reduce -5.0% | 191,055 | $9.6M |
| Scotia Capital Inc. | 0.04% | Add +3.5% | 190,760 | $9.6M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +5.8% | 187,898 | $9.4M |
| Flagship Harbor Advisors, LLC | 0.44% | Add +9.1% | 186,865 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.6% | 167,553 | $8.4M |
| Lake Street Private Wealth, LLC | 1.02% | Add +50.4% | 164,545 | $8.3M |
| 1 North Wealth Services LLC | 2.74% | Add +4.9% | 154,767 | $7.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -6.5% | 139,142 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 137,976 | $6.9M |
| Creative Planning | 0.00% | Reduce -9.8% | 136,254 | $6.8M |
| Transcendent Capital Group LLC | 2.96% | Add +837.6% | 130,052 | $6.5M |
| WESCAP Management Group, Inc. | 1.31% | Add +6.1% | 128,969 | $6.5M |
| &partners | 0.03% | Add +19.2% | 125,888 | $6.5M |
| Wealth Intelligence, LLC | 3.06% | — | 122,644 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +52.8% | 118,032 | $5.9M |
| Beacon Investment Advisory Services, Inc. | 0.24% | Add +67.0% | 117,880 | $5.9M |
| Daner Wealth Management, LLC | 3.43% | Add +2.0% | 111,320 | $5.6M |
| GenTrust, LLC | 0.24% | Add +62.8% | 110,975 | $5.6M |
| Capital Advisors, Ltd. LLC | 0.62% | Reduce -1.5% | 110,193 | $5.5M |
| Hardworking Capital Advisors, LLC | 4.99% | — | 109,388 | $5.5M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -4.2% | 103,259 | $5.2M |
| Curry Webb Wealth Management LLC | 2.47% | — | 99,076 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -13.3% | 97,737 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Reduce -5.5% | 95,269 | $4.8M |
| Sequoia Financial Advisors, LLC | 0.03% | New | 93,926 | $4.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +19.0% | 92,731 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.6% | 87,025 | $4.4M |
| Perspective Wealth Advisors LLC | 3.11% | — | 86,902 | $4.4M |
| TruWealth Advisors, LLC | 0.21% | Add +3.9% | 84,595 | $4.3M |
| Norris Financial Group, LLC | 1.43% | Reduce -4.0% | 83,787 | $4.2M |
| Mariner, LLC | 0.00% | Add +2.6% | 80,063 | $4.0M |
| Brown Financial Advisors | 1.45% | Add +9.9% | 78,674 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +13.0% | 76,885 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.2% | 76,502 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +2.5% | 76,202 | $3.8M |
| Global Retirement Partners, LLC | 0.07% | Add +20.2% | 74,661 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.5% | 69,033 | $3.5M |
| Cambient Family Office, LLC | 0.46% | — | 64,758 | $3.3M |
| NewEdge Advisors, LLC | 0.01% | Add +83.2% | 58,225 | $2.9M |
| Peterson Wealth Services | 0.73% | Add +2721.8% | 57,056 | $2.9M |
| LYNX Capital Group Ltd. | 1.31% | Add +0.0% | 56,743 | $2.9M |
| Sage Advisory Services, Ltd.Co. | 1.43% | Add +3.4% | 52,377 | $2.6M |
| Trust Co | 0.24% | Add +0.0% | 50,227 | $2.5M |
| Parsons Capital Management Inc. | 0.14% | Reduce -25.1% | 48,988 | $2.5M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce -2.4% | 48,936 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -6.1% | 48,145 | $2.4M |
| Endowment Wealth Management, Inc. | 1.09% | Add +2.2% | 47,122 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 46,418 | $2.3M |
| Strait & Sound Wealth Management LLC | 0.84% | Add +2.6% | 45,155 | $2.3M |
| Colonial River Investments, LLC | 0.78% | Add +12.8% | 43,284 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Add +140.0% | 42,125 | $2.1M |
| GC Wealth Management RIA, LLC | 0.08% | Add +140.0% | 42,125 | $2.1M |
| 9823 Capital, L.P. | 1.45% | — | 41,948 | $2.1M |
| Integrity Alliance, Llc. | 0.08% | New | 41,258 | $2.1M |
| Smartleaf Asset Management LLC | 0.08% | No change | 41,202 | $2.1M |
| Total Clarity Wealth Management, Inc. | 0.50% | Add +121.3% | 41,145 | $2.1M |
| Barnes Wealth Management Group, Inc | 1.09% | Add +2.6% | 40,531 | $2.0M |
| Medallion Wealth Advisors, LLC | 0.68% | Reduce -2.5% | 40,476 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -7.6% | 39,478 | $2.0M |
| Cathy Pareto & Associates, Inc. | 1.34% | Add +3.6% | 38,470 | $1.9M |
| Warwick Investment Management, Inc. | 0.29% | Reduce -8.5% | 37,993 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.4% | 37,807 | $1.9M |
| Regatta Capital Group, LLC | 0.28% | Add +0.7% | 36,799 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +6.2% | 36,491 | $1.8M |
| Private Trust Co. NA | 0.16% | Add +28.1% | 36,380 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -42.8% | 34,295 | $1.7M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -15.5% | 33,963 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -6.7% | 33,426 | $1.7M |
| Legacy Solutions, LLC | 1.44% | Add +0.0% | 32,586 | $1.6M |
| Intrepid Family Office LLC | 1.57% | Add +30.0% | 32,500 | $1.6M |
| World Investment Advisors | 0.03% | Add +5.4% | 31,422 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +10.1% | 30,134 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.8% | 29,555 | $1.5M |
| Pitti Group Wealth Management, LLC | 1.21% | Add +4.2% | 29,338 | $1.5M |
| Mattson Financial Services, LLC | 0.34% | Add +4.0% | 28,972 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +26.0% | 28,769 | $1.4M |
| Copley Financial Group, Inc. | 0.88% | Reduce -23.2% | 28,445 | $1.4M |
| Wealthstar Advisors, LLC | 0.76% | Reduce -6.7% | 27,765 | $1.4M |
| Impact Partnership Wealth, LLC | 0.16% | Reduce -4.5% | 25,468 | $1.3M |
| Comerica Bank | 0.01% | Add +33.2% | 25,177 | $1.3M |
| ETF Store, Inc. | 1.27% | Add +11.4% | 24,859 | $1.2M |
| Paladin Wealth, LLC | 0.83% | Add +7.2% | 24,333 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -31.3% | 24,330 | $1.2M |
| Capital Wealth Alliance, LLC | 0.50% | Reduce -4.3% | 23,281 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +46.4% | 23,269 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +10.0% | 21,551 | $1.1M |
| Paladin Partners, LLC | 0.80% | — | 21,457 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.07% | Reduce -6.5% | 21,023 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -3.5% | 20,674 | $1.0M |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -0.6% | 20,453 | $1.0M |
| Westbourne Investments, Inc. | 0.46% | Add +129.4% | 19,847 | $997K |
| Ameriprise Financial Inc. | 0.00% | Add +253.0% | 19,826 | $996K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Add +3.1% | 19,489 | $979K |
| Redwood Financial Network Corp | 0.62% | Add +63.0% | 19,264 | $968K |
| AlphaCore Capital LLC | 0.02% | Reduce -12.2% | 19,030 | $956K |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -35.4% | 18,740 | $942K |
| Intrua Financial, LLC | 0.10% | Add +26.9% | 18,284 | $919K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 17,235 | $866K |
| Invesco Ltd. | 0.00% | Reduce -87.1% | 16,626 | $835K |
| Catalyst Private Wealth, LLC | 0.35% | No change | 16,004 | $804K |
| OakTrust Wealth Advisors, LLC | 0.74% | — | 15,974 | $803K |
| Susquehanna International Group, LLP | 0.00% | New | 15,825 | $795K |
| Legacy Wealth Managment, LLC | 0.37% | Reduce -40.2% | 15,201 | $764K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.3% | 14,838 | $746K |
| AQR Capital Management | 0.00% | Add +60.3% | 14,823 | $745K |
| US Bancorp \de | 0.00% | Add +0.1% | 14,174 | $712K |
| Rovin Capital /Ut/ | 0.19% | Add +0.1% | 14,065 | $707K |
| Petix & Botte Co | 0.16% | Reduce -1.4% | 13,972 | $702K |
| Collaborative Wealth Managment Inc. | 0.25% | Add +10.0% | 13,867 | $697K |
| Montag A & Associates Inc. | 0.03% | Reduce -18.4% | 13,496 | $678K |
| Wagner Wealth Management, LLC | 0.14% | Add +1.1% | 13,320 | $669K |
| Weatherly Asset Management L. P. | 0.05% | Reduce -25.2% | 13,280 | $667K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 13,263 | $666K |
| Focus Partners Wealth | 0.00% | Add +81.0% | 12,914 | $649K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -14.2% | 12,485 | $627K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 12,219 | $614K |
| Gateway Wealth Partners, LLC | 0.07% | Add +14.6% | 11,895 | $598K |
| Atlanta Consulting Group Advisors, LLC | 0.14% | New | 11,870 | $596K |
| National Wealth Management Group, LLC | 0.21% | Add +37.8% | 11,796 | $593K |
| Spirepoint Private Client, LLC | 0.06% | Reduce -32.6% | 11,688 | $587K |
| Lanark Financial, Inc. | 0.04% | Reduce -25.2% | 11,632 | $585K |
| Hilltop Holdings Inc. | 0.04% | Add +2.1% | 11,615 | $584K |
| Tidal Investments LLC | 0.00% | New | 11,585 | $582K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 11,435 | $575K |
| Private Client Services, LLC | 0.18% | Add +3.2% | 11,375 | $572K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -1.4% | 11,211 | $563K |
| Condor Capital Management | 0.05% | Add +1.1% | 11,125 | $559K |
| National Bank of Canada | 0.00% | No change | 11,097 | $558K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 10,980 | $552K |
| Bright Futures Wealth Management, LLC. | 0.41% | Add +0.2% | 10,952 | $550K |
| CGC Financial Services, LLC | 0.14% | Reduce -23.7% | 10,510 | $528K |
| Wbi Investments, LLC | 0.14% | Reduce -23.0% | 10,323 | $519K |
| BlackDiamond Wealth Management, LLC | 0.25% | Add +5.2% | 9,998 | $503K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -2.0% | 9,988 | $502K |
| Triumph Capital Management | 0.11% | Reduce -1.7% | 9,937 | $499K |
| Brown Advisory Inc. | 0.00% | New | 9,898 | $497K |
| Milestones Private Investment Advisors LLC | 0.34% | Reduce -2.4% | 9,754 | $490K |
| 4J Wealth Management LLC | 0.28% | Add +6.8% | 9,701 | $487K |
| Detalus Advisors, LLC | 0.11% | No change | 9,150 | $460K |
| Kingsview Wealth Management, LLC | 0.01% | Add +20.8% | 8,964 | $450K |
| KWB Wealth | 0.04% | Add +2.2% | 8,673 | $436K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,592 | $432K |
| Calton & Associates, Inc. | 0.06% | Add +0.4% | 8,566 | $430K |
| Financial Sense Advisors, Inc. | 0.09% | New | 8,214 | $413K |
| Cypress Capital Group | 0.04% | New | 7,903 | $397K |
| Jane Street Group, LLC | 0.00% | New | 7,765 | $390K |
| Perennial Investment Advisors, LLC | 0.03% | Add +71.8% | 7,550 | $379K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -7.7% | 7,527 | $378K |
| Werba Rubin Papier Wealth Management | 0.10% | New | 7,513 | $378K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 7,264 | $365K |
| Wealth Advisory Team LLC | 0.32% | — | 7,236 | $364K |
| Blueline Advisors LLC | 0.29% | — | 7,131 | $358K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.3% | 7,054 | $354K |
| Beta Wealth Group, Inc. | 0.14% | Reduce -29.8% | 6,940 | $349K |
| Chicago Partners Investment Group LLC | 0.01% | Add +13.9% | 6,910 | $347K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.1% | 6,806 | $342K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -17.2% | 6,697 | $337K |
| Triasima Portfolio Management inc. | 0.05% | New | 6,425 | $323K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Reduce -13.5% | 6,400 | $322K |
| Concorde Asset Management, LLC | 0.13% | Add +20.4% | 6,394 | $321K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.8% | 6,388 | $321K |
| International Assets Investment Management, LLC | 0.02% | Add +3.1% | 6,344 | $319K |
| Safe Harbor Wealth Advisors, LLC | 0.31% | — | 6,323 | $318K |
| Commerce Bank | 0.00% | No change | 6,200 | $312K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,081 | $306K |
| Zevin Asset Management LLC | 0.04% | New | 5,900 | $296K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 5,851 | $294K |
| NewEdge Wealth, LLC | 0.00% | Add +22.8% | 5,771 | $290K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -4.4% | 28,932 | $282K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.9% | 5,590 | $280K |
| Lineweaver Wealth Advisors, LLC | 0.04% | New | 5,530 | $278K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -63.0% | 5,430 | $273K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.2% | 5,394 | $271K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -64.4% | 5,385 | $271K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 5,377 | $270K |
| Howard Wealth Management, LLC | 0.11% | Add +16.6% | 5,113 | $257K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 4,999 | $251K |
| Prospera Financial Services Inc | 0.00% | Add +0.1% | 4,603 | $231K |
| HighTower Advisors, LLC | 0.00% | Reduce -72.2% | 4,586 | $230K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 4,527 | $227K |
| GWN Securities Inc. | 0.05% | Add +0.1% | 4,504 | $226K |
| Arax Advisory Partners | 0.01% | Reduce -44.2% | 4,478 | $225K |
| Citigroup Inc. | 0.00% | Add +66.2% | 4,387 | $220K |
| Dividend Assets Capital, LLC | 0.04% | No change | 4,232 | $213K |
| A4 Wealth Advisors LLC | 0.18% | Reduce -32.0% | 4,229 | $213K |
| Legacy Capital Group California, Inc. | 0.05% | Reduce -12.5% | 4,173 | $210K |
| Waverly Advisors, LLC | 0.00% | Reduce -16.7% | 4,159 | $209K |
| Bridgelight Financial Advisors, Inc. | 0.17% | — | 4,026 | $202K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,022 | $202K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | Reduce -33.3% | 4,000 | $201K |
| AMG National Trust Bank | 0.00% | No change | 4,000 | $201K |
| Main Management LLC | 0.01% | No change | 3,652 | $184K |
| Archer Investment Corp | 0.03% | Add +24.6% | 3,024 | $152K |
| Larson Financial Group LLC | 0.01% | No change | 3,000 | $151K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,750 | $138K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,746 | $138K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.5% | 2,708 | $136K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 2,242 | $113K |
| Parallel Advisors, LLC | 0.00% | Reduce -61.5% | 1,880 | $94K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,755 | $88K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,708 | $86K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.4% | 1,692 | $85K |
| Matrix Private Capital Group LLC | 0.03% | No change | 1,370 | $69K |
| SageView Advisory Group, LLC | 0.00% | New | 1,317 | $66K |
| Noble Wealth Management PBC | 0.03% | Reduce -82.1% | 1,085 | $55K |
| NFSG Corp | 0.01% | Add +1.1% | 1,038 | $52K |
| Chilton Capital Management LLC | 0.00% | No change | 1,000 | $50K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| BNP Paribas Financial Markets | 0.00% | New | 890 | $45K |
| Key Financial Inc | 0.01% | Reduce -1.2% | 839 | $42K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +608.7% | 815 | $41K |
| AE Wealth Management LLC | 0.00% | Add +15.5% | 722 | $36K |
| SHP Wealth Management | 0.00% | — | 688 | $35K |
| Beacon Capital Management, Inc. | 0.00% | Add +302.4% | 684 | $34K |
| Allworth Financial LP | 0.00% | Reduce -86.9% | 676 | $34K |
| Lodestone Wealth Management LLC | 0.01% | New | 656 | $33K |
| Motiv8 Investments LLC | 0.02% | New | 609 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 606 | $30K |
| Collier Financial | 0.02% | Reduce -0.2% | 536 | $27K |
| CX Institutional | 0.00% | New | 526 | $26K |
| Tucker Asset Management LLC | 0.01% | New | 494 | $25K |
| Fifth Third Bancorp | 0.00% | Add +23.5% | 457 | $23K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 448 | $23K |
| Assetmark, Inc. | 0.00% | No change | 434 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.0% | 408 | $21K |
| Concord Wealth Partners | 0.00% | No change | 372 | $19K |
| Reyes Financial Architecture, Inc. | 0.01% | Reduce -8.3% | 356 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | — | 310 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -1.7% | 288 | $14K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 273 | $14K |
| Sound Income Strategies, LLC | 0.00% | Reduce -90.3% | 186 | $9K |
| Scarborough Advisors, LLC | 0.00% | Add +1.1% | 183 | $9K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 124 | $6K |
| Strategic Advocates LLC | 0.00% | Reduce -82.8% | 70 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 61 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.7% | 60 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 54 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 49 | $2K |
| Wellington-Altus USA Inc. | 0.00% | — | 35 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -11.1% | 8 | $407 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.6% | 1 | $72 |
| 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.