Invesco Ultra Short DurationGSYETF
13F holders, Q1 2026 (March 31)295holders +17
44new positions
23sold out
2famous investors
$50.12avg. 13F price*
At the end of Q1 2026, 295 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 17 from Q4 2025. 44 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($324.0M), Morgan Stanley ($275.2M) and Wells Fargo & Company ($207.0M). 2 famous investors held it, including Joel Greenblatt (0.0% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $98.1M |
| Exits | 23 | $18.3M |
All 13F filers, Q4 2025 → Q1 2026: 10,775,610 shares bought and 5,985,077 shares sold, net +4,790,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| LPL Financial LLC | 0.09% | Add +24.5% | 6,463,536 | $324.0M |
| Morgan Stanley | 0.02% | Add +19.2% | 5,490,523 | $275.2M |
| Wells Fargo & Company | 0.04% | Add +6.9% | 4,129,415 | $207.0M |
| Bank of America Corp. | 0.01% | Add +152.9% | 2,893,767 | $145.0M |
| Bramshill Investments, LLC | 8.55% | Reduce -2.0% | 1,980,530 | $99.3M |
| UBS Group AG | 0.02% | Add +16.4% | 1,824,646 | $91.5M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +6.5% | 1,630,141 | $81.7M |
| Capital Asset Advisory Services LLC | 2.82% | Add +17.5% | 1,468,130 | $73.6M |
| Axxcess Wealth Management, LLC | 2.31% | Add +6.2% | 1,435,698 | $72.0M |
| Cetera Investment Advisers | 0.07% | Add +23.9% | 1,377,756 | $69.1M |
| Raymond James Financial Inc. | 0.02% | Add +19.4% | 1,238,290 | $62.1M |
| Osaic Holdings, Inc. | 0.09% | Add +125.1% | 1,170,470 | $58.7M |
| Gradient Investments LLC | 0.85% | Reduce -22.0% | 1,100,074 | $55.1M |
| Independent Advisor Alliance | 0.43% | New | 807,000 | $40.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +77.4% | 635,684 | $31.9M |
| Cwm, LLC | 0.08% | Add +9.1% | 569,764 | $28.6M |
| Royal Bank of Canada | 0.01% | Add +588.2% | 529,112 | $26.5M |
| Gladstone Institutional Advisory LLC | 0.87% | Add +8.6% | 468,184 | $23.5M |
| Cyndeo Wealth Partners, LLC | 1.06% | Add +10.3% | 403,445 | $20.2M |
| Arax Advisory Partners | 0.47% | Add +7315.1% | 332,046 | $16.6M |
| Stifel Financial Corp. | 0.02% | Add +12.1% | 329,593 | $16.5M |
| Principal Securities, Inc. | 0.23% | Add +55.6% | 317,052 | $15.9M |
| Wealthcare Advisory Partners LLC | 0.31% | Add +13.1% | 314,374 | $15.8M |
| Avestar Capital, LLC | 1.02% | Add +6.2% | 297,977 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.5% | 292,683 | $14.7M |
| Johnson Bixby & Associates, LLC | 1.82% | Reduce -0.1% | 292,477 | $14.7M |
| Private Advisor Group, LLC | 0.07% | Add +22.0% | 286,177 | $14.3M |
| Royal Harbor Partners, LLC | 4.83% | New | 284,459 | $14.3M |
| Mutual Advisors, LLC | 0.30% | Add +11.4% | 277,048 | $13.9M |
| Advocate Investing Services LLC | 11.47% | Reduce -16.2% | 270,079 | $13.5M |
| Fifth Third Securities, Inc. | 0.84% | Add +1.9% | 258,289 | $12.9M |
| MML Investors Services, LLC | 0.04% | Reduce -10.5% | 252,930 | $12.7M |
| Guidance Capital, Inc. | 2.81% | Add +8.2% | 249,418 | $12.5M |
| First Merchants Corp. | 0.46% | Add +0.4% | 243,677 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +21.6% | 228,397 | $11.4M |
| Curry Webb Wealth Management LLC | 5.25% | Add +123.6% | 221,496 | $11.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +30.6% | 218,760 | $11.0M |
| Foronjy Financial LLC | 4.53% | Add +2.4% | 217,516 | $10.9M |
| Lake Street Private Wealth, LLC | 1.35% | Add +27.8% | 210,310 | $10.5M |
| Flagship Harbor Advisors, LLC | 0.42% | Add +1.3% | 189,324 | $9.5M |
| Jones Financial Companies LLLP | 0.00% | Add +59.4% | 188,125 | $9.4M |
| Capstone Wealth Management Group, LLC | 3.92% | Reduce -2.3% | 186,611 | $9.4M |
| Greenleaf Trust | 0.09% | Reduce -58.9% | 175,421 | $8.8M |
| Retirement Capital Strategies | 3.25% | New | 171,792 | $8.6M |
| Advisory Services Network, LLC | 0.11% | Add +77.0% | 168,651 | $8.5M |
| 1 North Wealth Services LLC | 2.78% | Reduce -0.9% | 153,337 | $7.7M |
| Norris Financial Group, LLC | 2.32% | Add +69.0% | 141,587 | $7.1M |
| Wealth Intelligence, LLC | 3.33% | Add +12.7% | 138,190 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.0% | 137,792 | $6.9M |
| Creative Planning | 0.00% | Add +0.7% | 137,217 | $6.9M |
| Gotham Asset Management | 0.02% | Reduce -53.4% | 136,681 | $6.9M |
| CoreCap Advisors, LLC | 0.23% | Add +269553.1% | 132,130 | $6.6M |
| Bleakley Financial Group, LLC | 0.10% | Add +40.8% | 130,598 | $6.5M |
| Annex Advisory Services, LLC | 0.12% | Reduce -91.7% | 129,048 | $6.5M |
| &partners | 0.03% | Add +2.0% | 128,448 | $6.4M |
| WESCAP Management Group, Inc. | 1.21% | Reduce -4.7% | 122,860 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +18.8% | 116,064 | $5.8M |
| Heritage Oak Wealth Advisors LLC | 1.79% | New | 112,331 | $5.6M |
| Atria Investments, Inc | 0.06% | New | 111,325 | $5.6M |
| Daner Wealth Management, LLC | 3.27% | Reduce -0.5% | 110,742 | $5.6M |
| Advocacy Wealth Management, LLC | 0.24% | Add +5.4% | 108,812 | $5.5M |
| Capital Advisors, Ltd. LLC | 0.61% | Reduce -2.2% | 107,788 | $5.4M |
| Hardworking Capital Advisors, LLC | 4.96% | Reduce -3.3% | 105,732 | $5.3M |
| TruWealth Advisors, LLC | 0.25% | Add +21.4% | 102,682 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.6% | 97,985 | $4.9M |
| Redwood Financial Network Corp | 3.20% | Add +406.2% | 97,512 | $4.9M |
| Perspective Wealth Advisors LLC | 3.05% | Add +7.8% | 93,712 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.4% | 92,072 | $4.6M |
| Total Clarity Wealth Management, Inc. | 1.04% | Add +114.1% | 88,081 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +9749.2% | 87,658 | $4.4M |
| Flow Traders U.S. LLC | 0.14% | Reduce -95.8% | 86,649 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -11.5% | 83,089 | $4.2M |
| GenTrust, LLC | 0.17% | Reduce -27.8% | 80,084 | $4.0M |
| Mariner, LLC | 0.00% | Reduce -1.1% | 79,164 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +31.0% | 76,264 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.3% | 75,957 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.4% | 71,216 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +50.6% | 69,894 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -91.4% | 66,104 | $3.3M |
| LYNX Capital Group Ltd. | 1.49% | Add +12.5% | 63,831 | $3.2M |
| Smartleaf Asset Management LLC | 0.11% | Add +54.1% | 63,508 | $3.2M |
| Beacon Investment Advisory Services, Inc. | 0.13% | Reduce -47.6% | 61,772 | $3.1M |
| Cambient Family Office, LLC | 0.43% | Reduce -5.4% | 61,285 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +13047.7% | 60,085 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.8% | 59,520 | $3.0M |
| GeoWealth Management, LLC | 0.11% | Add +41.1% | 59,433 | $3.0M |
| Endowment Wealth Management, Inc. | 1.28% | Add +23.0% | 57,954 | $2.9M |
| Global View Capital Management LLC | 0.72% | New | 53,902 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +56.8% | 53,788 | $2.7M |
| Sage Advisory Services, Ltd.Co. | 1.44% | Add +0.0% | 52,379 | $2.6M |
| Trust Co | 0.24% | Add +2.9% | 51,706 | $2.6M |
| 9823 Capital, L.P. | 1.90% | Add +19.9% | 50,297 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +234.4% | 49,617 | $2.5M |
| Transcendent Capital Group LLC | 1.12% | Reduce -62.3% | 49,025 | $2.5M |
| Duncker Streett & Co. Inc. | 0.46% | Reduce -1.0% | 48,431 | $2.4M |
| Parsons Capital Management Inc. | 0.11% | Reduce -1.3% | 48,373 | $2.4M |
| Colonial River Investments, LLC | 0.83% | Add +7.1% | 46,351 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -7.5% | 44,545 | $2.2M |
| Brown Financial Advisors | 0.84% | Reduce -43.7% | 44,280 | $2.2M |
| Auour Investments LLC | 0.66% | New | 41,804 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Add +79.2% | 41,695 | $2.1M |
| Strait & Sound Wealth Management LLC | 0.79% | Reduce -8.7% | 41,226 | $2.1M |
| GreatBanc Trust CO | 1.43% | New | 40,800 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.01% | Reduce -1.9% | 39,768 | $2.0M |
| Regatta Capital Group, LLC | 0.29% | Add +4.3% | 38,377 | $1.9M |
| Belpointe Asset Management LLC | 0.07% | Reduce -3.7% | 38,008 | $1.9M |
| Sovereign Financial Group, Inc. | 0.33% | Add +10.7% | 37,600 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +12.4% | 37,578 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.25% | Reduce -3.2% | 37,235 | $1.9M |
| Warwick Investment Management, Inc. | 0.27% | Reduce -2.8% | 36,925 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.4% | 36,645 | $1.8M |
| Legacy Solutions, LLC | 1.67% | Add +10.6% | 36,049 | $1.8M |
| Private Trust Co. NA | 0.15% | Reduce -7.0% | 33,847 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -11.9% | 33,296 | $1.7M |
| Pitti Group Wealth Management, LLC | 1.31% | Add +10.1% | 32,294 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | New | 31,540 | $1.6M |
| Impact Partnership Wealth, LLC | 0.19% | Add +20.9% | 30,798 | $1.5M |
| World Investment Advisors | 0.02% | Reduce -4.1% | 30,145 | $1.5M |
| AQR Capital Management | 0.00% | Add +101.5% | 29,874 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.3% | 27,090 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +22.9% | 26,495 | $1.3M |
| Wealthstar Advisors, LLC | 0.79% | Reduce -5.0% | 26,365 | $1.3M |
| United Advisor Group, LLC | 0.16% | New | 25,803 | $1.3M |
| Mattson Financial Services, LLC | 0.31% | Reduce -11.4% | 25,658 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +91.4% | 25,390 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.1% | 25,278 | $1.3M |
| Gateway Wealth Partners, LLC | 0.05% | Add +107.9% | 24,734 | $1.2M |
| Legacy Wealth Managment, LLC | 0.61% | Add +61.4% | 24,528 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Add +29.5% | 24,267 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -21.6% | 23,638 | $1.2M |
| Condor Capital Management | 0.10% | Add +106.9% | 23,017 | $1.2M |
| Capital Wealth Alliance, LLC | 0.52% | Reduce -1.4% | 22,960 | $1.2M |
| Paladin Partners, LLC | 0.82% | Add +5.9% | 22,717 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +14.2% | 22,649 | $1.1M |
| Copley Financial Group, Inc. | 0.67% | Reduce -21.8% | 22,251 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | New | 21,780 | $1.1M |
| Westbourne Investments, Inc. | 0.51% | Add +8.6% | 21,558 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.35% | Reduce -46.8% | 21,552 | $1.1M |
| ETF Store, Inc. | 1.05% | Reduce -13.4% | 21,526 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +57.9% | 20,392 | $1.0M |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -0.5% | 20,353 | $1.0M |
| Paladin Wealth, LLC | 0.69% | Reduce -17.2% | 20,141 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 19,900 | $997K |
| AlphaCore Capital LLC | 0.02% | Reduce -0.3% | 18,970 | $951K |
| Balefire, LLC | 0.18% | New | 18,794 | $942K |
| IFP Advisors, Inc | 0.02% | New | 18,720 | $938K |
| Arkadios Wealth Advisors | 0.02% | New | 18,328 | $919K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -25.4% | 18,155 | $910K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Reduce -7.0% | 18,118 | $908K |
| Intrua Financial, LLC | 0.10% | Reduce -2.1% | 17,903 | $897K |
| Integrity Alliance, Llc. | 0.03% | Reduce -57.4% | 17,597 | $882K |
| CIBC Bancorp USA Inc. | 0.00% | — | 17,235 | $864K |
| Virtue Capital Management, LLC | 0.13% | New | 17,132 | $858K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -41.7% | 16,857 | $845K |
| National Wealth Management Group, LLC | 0.31% | Add +42.6% | 16,822 | $843K |
| Accurate Wealth Management, LLC | 0.10% | Add +205.9% | 16,473 | $827K |
| Catalyst Private Wealth, LLC | 0.43% | No change | 16,004 | $802K |
| OakTrust Wealth Advisors, LLC | 0.73% | No change | 15,974 | $801K |
| Swmg, LLC | 0.23% | New | 15,942 | $799K |
| Arete Wealth Advisors, LLC | 0.06% | Add +38.2% | 15,806 | $792K |
| Peterson Wealth Services | 0.19% | Reduce -72.7% | 15,575 | $781K |
| Beta Wealth Group, Inc. | 0.32% | Add +122.7% | 15,455 | $775K |
| Hutchens & Kramer Investment Management Group, LLC | 0.24% | New | 15,292 | $766K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +255.1% | 14,283 | $716K |
| MAI Capital Management | 0.00% | Reduce -32.5% | 13,950 | $699K |
| Legacy Wealth Partners, LLC | 0.18% | New | 13,936 | $698K |
| Capital Investment Advisory Services, LLC | 0.05% | New | 13,776 | $690K |
| Fulcrum Equity Management | 0.67% | New | 13,687 | $686K |
| TBH Global Asset Management, LLC | 0.14% | Add +104.1% | 13,668 | $685K |
| Citigroup Inc. | 0.00% | Add +206.4% | 13,444 | $674K |
| Wagner Wealth Management, LLC | 0.14% | Add +0.5% | 13,390 | $671K |
| Weatherly Asset Management L. P. | 0.05% | No change | 13,280 | $666K |
| Lionsbridge Wealth Management LLC | 0.62% | Reduce -41.4% | 12,325 | $618K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 12,219 | $612K |
| Atlanta Consulting Group Advisors, LLC | 0.13% | Add +1.4% | 12,032 | $603K |
| Collaborative Wealth Managment Inc. | 0.28% | Reduce -13.4% | 12,008 | $602K |
| RFG Advisory, LLC | 0.01% | New | 11,935 | $598K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.1% | 11,845 | $593K |
| Bright Futures Wealth Management, LLC. | 0.41% | Add +8.0% | 11,830 | $593K |
| Pinnacle Associates Ltd. | 0.01% | Add +36.4% | 11,721 | $587K |
| Spirepoint Private Client, LLC | 0.06% | No change | 11,688 | $586K |
| Hilltop Holdings Inc. | 0.05% | Add +0.4% | 11,659 | $584K |
| Montag A & Associates Inc. | 0.03% | Reduce -13.8% | 11,631 | $583K |
| Private Client Services, LLC | 0.17% | Reduce -2.9% | 11,050 | $554K |
| National Bank of Canada | 0.00% | Reduce -3.6% | 10,697 | $536K |
| BlackDiamond Wealth Management, LLC | 0.25% | Add +4.2% | 10,417 | $522K |
| Triumph Capital Management | 0.11% | Add +4.3% | 10,362 | $519K |
| International Assets Investment Management, LLC | 0.03% | Add +56.1% | 9,902 | $496K |
| Farther Finance Advisors, LLC | 0.00% | Add +339.7% | 9,858 | $494K |
| CGC Financial Services, LLC | 0.14% | Reduce -7.6% | 9,710 | $487K |
| World Equity Group, Inc. | 0.13% | New | 9,680 | $485K |
| Western Wealth Management, LLC | 0.02% | New | 9,672 | $485K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.9% | 9,671 | $485K |
| Wbi Investments, LLC | 0.13% | Reduce -6.8% | 9,625 | $482K |
| Millington Securities, LLC | 0.13% | — | 9,625 | $482K |
| Lanark Financial, Inc. | 0.04% | Reduce -18.0% | 9,538 | $478K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -14.9% | 9,536 | $478K |
| 4J Wealth Management LLC | 0.27% | Reduce -2.1% | 9,501 | $476K |
| Detalus Advisors, LLC | 0.10% | No change | 9,150 | $459K |
| Milestones Private Investment Advisors LLC | 0.39% | Reduce -9.1% | 8,868 | $444K |
| KWB Wealth | 0.04% | No change | 8,673 | $436K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 8,316 | $417K |
| Patton Albertson Miller Group, LLC | 0.05% | Add +9.1% | 8,212 | $412K |
| AMG National Trust Bank | 0.01% | Add +100.0% | 8,000 | $401K |
| First Heartland Consultants, Inc. | 0.03% | Add +8.5% | 7,652 | $384K |
| Cibc World Market Inc. | 0.00% | New | 7,369 | $369K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 7,341 | $368K |
| Chicago Partners Investment Group LLC | 0.01% | Add +5.0% | 7,255 | $364K |
| Calton & Associates, Inc. | 0.05% | Reduce -16.3% | 7,173 | $359K |
| Cypress Capital Group | 0.04% | Reduce -12.6% | 6,910 | $346K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.1% | 6,878 | $345K |
| Petix & Botte Co | 0.15% | Reduce -51.2% | 6,823 | $342K |
| Avior Wealth Management, LLC | 0.01% | New | 6,721 | $337K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -11.8% | 6,658 | $334K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 6,575 | $330K |
| NewEdge Wealth, LLC | 0.00% | Add +9.5% | 6,318 | $317K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.2% | 6,248 | $313K |
| Commerce Bank | 0.00% | No change | 6,200 | $311K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,081 | $305K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +6.2% | 5,939 | $298K |
| Institute for Wealth Management, LLC. | 0.03% | Add +8.8% | 5,909 | $296K |
| Zevin Asset Management LLC | 0.04% | No change | 5,900 | $296K |
| Werba Rubin Papier Wealth Management | 0.04% | Reduce -22.7% | 5,810 | $291K |
| Concorde Asset Management, LLC | 0.14% | Reduce -11.3% | 5,674 | $284K |
| Howard Wealth Management, LLC | 0.12% | Add +10.3% | 5,641 | $283K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -15.6% | 5,400 | $271K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 5,377 | $269K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.8% | 5,244 | $263K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.9% | 5,239 | $263K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -10.5% | 5,235 | $262K |
| Rockefeller Capital Management L.P. | 0.00% | Add +203.6% | 5,137 | $257K |
| Bank of Montreal | 0.00% | No change | 4,999 | $251K |
| Win Advisors, Inc. | 0.11% | New | 4,987 | $250K |
| Invesco Ltd. | 0.00% | Reduce -70.9% | 4,843 | $243K |
| Mgo One Seven LLC | 0.00% | New | 4,679 | $235K |
| Prospera Financial Services Inc | 0.00% | Add +0.3% | 4,619 | $232K |
| GWN Securities Inc. | 0.04% | No change | 4,504 | $226K |
| Advyzon Investment Management, LLC | 0.02% | New | 4,235 | $212K |
| Harbour Investments, Inc. | 0.00% | Add +53.6% | 4,160 | $209K |
| Encompass More Asset Management | 0.03% | New | 4,057 | $203K |
| Courier Capital LLC | 0.01% | New | 4,050 | $203K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 4,000 | $200K |
| Bogart Wealth, LLC | 0.01% | Reduce -12.0% | 3,982 | $200K |
| Main Management LLC | 0.01% | No change | 3,652 | $183K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +15.6% | 3,175 | $159K |
| Archer Investment Corp | 0.03% | No change | 3,024 | $152K |
| Larson Financial Group LLC | 0.00% | No change | 3,000 | $150K |
| Capital Advisor Network LLC | 0.21% | — | 2,941 | $147K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,750 | $138K |
| 10Elms LLP | 0.09% | New | 2,622 | $131K |
| Parallel Advisors, LLC | 0.00% | Add +24.5% | 2,340 | $117K |
| Blueline Advisors LLC | 0.08% | Reduce -70.1% | 2,134 | $107K |
| US Bancorp \de | 0.00% | Reduce -85.6% | 2,047 | $103K |
| AE Wealth Management LLC | 0.00% | Add +153.9% | 1,833 | $92K |
| IFG Advisory, LLC | 0.25% | New | 1,770 | $89K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,755 | $88K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,710 | $86K |
| Beacon Capital Management, Inc. | 0.00% | Add +128.1% | 1,560 | $78K |
| Matrix Private Capital Group LLC | 0.03% | No change | 1,370 | $69K |
| NFSG Corp | 0.01% | Add +30.0% | 1,349 | $68K |
| Chilton Capital Management LLC | 0.00% | No change | 1,000 | $50K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| SHP Wealth Management | 0.00% | No change | 688 | $34K |
| Allworth Financial LP | 0.00% | No change | 676 | $34K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.9% | 662 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -25.1% | 610 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 606 | $30K |
| Wolff Wiese Magana LLC | 0.01% | New | 543 | $27K |
| United Community Bank | 0.01% | New | 541 | $27K |
| Collier Financial | 0.02% | Add +0.2% | 537 | $27K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 454 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.2% | 413 | $21K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 356 | $18K |
| Noble Wealth Management PBC | 0.01% | Reduce -70.1% | 324 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 273 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -12.2% | 253 | $13K |
| CX Institutional | 0.00% | Reduce -62.2% | 199 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 186 | $9K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -52.3% | 148 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 126 | $6K |
| Signature Equity Partners, LLC | 0.00% | New | 104 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -76.3% | 103 | $5K |
| Crews Bank & Trust | 0.00% | New | 95 | $5K |
| Caitlin John, LLC | 0.00% | New | 79 | $4K |
| Strategic Advocates LLC | 0.02% | No change | 70 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 61 | $3K |
| Destiny Wealth Partners, LLC | 0.00% | New | 61 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 60 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 54 | $3K |
| Wellington-Altus USA Inc. | 0.00% | No change | 35 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 10 | $501 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $405 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $201 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 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.