Invesco Ultra Short DurationGSYETF

13F holders, Q2 2026 (June 30)
302holders +7
31new positions
24sold out
2famous investors
$50.15avg. 13F price*

At the end of Q2 2026, 302 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 7 from Q1 2026. 31 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($342.9M), Morgan Stanley ($306.6M) and Wells Fargo & Company ($210.3M). 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

0100200300400 Q1 2024: 220Q1 2024Q2 2024: 221Q2 2024Q3 2024: 224Q3 2024Q4 2024: 251Q4 2024Q1 2025: 261Q1 2025Q2 2025: 265Q2 2025Q3 2025: 264Q3 2025Q4 2025: 278Q4 2025Q1 2026: 295Q1 2026Q2 2026: 302Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions31$27.0M
Exits24$58.0M

All 13F filers, Q1 2026 → Q2 2026: 6,124,667 shares bought and 4,151,417 shares sold, net +1,973,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 302 holders

LPL Financial LLC 0.08% Add +5.8% 6,837,082 $342.9M
Morgan Stanley 0.02% Add +11.4% 6,114,134 $306.6M
Wells Fargo & Company 0.04% Add +1.6% 4,193,323 $210.3M
Bank of America Corp. 0.01% Add +33.1% 3,852,232 $193.2M
UBS Group AG 0.02% Add +15.7% 2,110,809 $105.9M
Bramshill Investments, LLC 7.63% Add +0.4% 1,988,756 $99.7M
Cetera Investment Advisers 0.07% Add +16.8% 1,608,588 $80.7M
Capital Asset Advisory Services LLC 2.70% Add +1.3% 1,487,657 $74.6M
Axxcess Wealth Management, LLC 1.18% Add +3.0% 1,478,317 $74.1M
Raymond James Financial Inc. 0.02% Add +12.9% 1,397,820 $70.1M
Gradient Investments LLC 0.72% Reduce -6.0% 1,034,198 $51.9M
Envestnet Asset Management Inc. 0.01% Add +42.1% 903,256 $45.3M
Osaic Holdings, Inc. 0.05% Reduce -32.7% 787,732 $39.5M
Royal Bank of Canada 0.01% Add +28.9% 682,087 $34.2M
Gladstone Institutional Advisory LLC 0.92% Add +24.2% 581,585 $29.2M
AE Wealth Management LLC 0.12% Add +26904.9% 495,000 $24.8M
Arax Advisory Partners 0.16% Add +42.7% 473,790 $23.8M
Cyndeo Wealth Partners, LLC 0.99% Add +3.9% 419,129 $21.0M
Janney Montgomery Scott LLC 0.04% Add +77.5% 388,206 $19.5M
Principal Securities, Inc. 0.20% Add +6.3% 337,031 $16.9M
Prairie Advisory, LLC 3.95% — 327,927 $16.4M
Stifel Financial Corp. 0.01% Reduce -3.7% 317,484 $15.9M
Fifth Third Securities, Inc. 0.91% Add +22.5% 316,475 $15.9M
Jones Financial Companies LLLP 0.01% Add +63.0% 306,638 $15.4M
Johnson Bixby & Associates, LLC 1.66% Add +1.7% 297,356 $14.9M
Mutual Advisors, LLC 0.28% Add +5.8% 293,071 $14.7M
Royal Harbor Partners, LLC 4.53% Add +2.5% 291,595 $14.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -82.5% 284,911 $14.3M
Kestra Advisory Services, LLC 0.04% Add +99.7% 275,130 $13.8M
Advocate Investing Services LLC 10.05% Reduce -3.7% 260,150 $13.0M
Guidance Capital, Inc. 2.78% Add +3.7% 258,641 $13.0M
Concurrent Investment Advisors, LLC 0.11% Add +9.3% 249,569 $12.5M
Avestar Capital, LLC 0.74% Reduce -16.7% 248,330 $12.5M
Advisory Services Network, LLC 0.13% Add +39.0% 234,449 $11.8M
JPMorgan Chase & Co. 0.00% Reduce -19.9% 234,394 $11.8M
First Merchants Corp. 0.41% Reduce -4.9% 231,733 $11.6M
Creative Planning 0.01% Add +68.1% 230,688 $11.6M
Foronjy Financial LLC 4.21% Add +4.9% 228,248 $11.4M
Curry Webb Wealth Management LLC 4.71% Add +2.3% 226,685 $11.4M
Lake Street Private Wealth, LLC 1.30% Add +7.0% 224,985 $11.3M
Private Advisor Group, LLC 0.05% Reduce -29.8% 200,903 $10.1M
Flagship Harbor Advisors, LLC 0.38% Add +4.1% 197,063 $9.9M
MML Investors Services, LLC 0.02% Reduce -24.9% 190,017 $9.5M
Wealth Intelligence, LLC 4.39% Add +36.3% 188,347 $9.4M
CoreCap Advisors, LLC 0.27% Add +39.9% 184,812 $9.3M
Capstone Wealth Management Group, LLC 3.24% Reduce -1.9% 182,991 $9.2M
Retirement Capital Strategies 3.03% Add +1.2% 173,790 $8.7M
Greenleaf Trust 0.08% Reduce -3.9% 168,666 $8.5M
1 North Wealth Services LLC 2.67% Add +6.3% 162,946 $8.2M
Norris Financial Group, LLC 3.14% Add +11.0% 157,181 $7.9M
Atria Investments, Inc 0.08% Add +40.6% 156,534 $7.9M
&partners 0.03% Add +7.8% 138,510 $6.9M
Gotham Asset Management 0.02% Add +0.7% 137,649 $6.9M
PW Nova Financial Services LLC 1.37% New 127,354 $6.4M
Bleakley Financial Group, LLC 0.08% Reduce -4.5% 124,716 $6.3M
Waverly Advisors, LLC 0.04% New 122,682 $6.2M
WESCAP Management Group, Inc. 1.14% Reduce -0.5% 122,196 $6.1M
Kingsview Wealth Management, LLC 0.07% Add +1111.1% 117,125 $5.9M
Truist Financial Corp. 0.01% Reduce -1.5% 114,355 $5.7M
Heritage Oak Wealth Advisors LLC 1.67% Reduce -0.0% 112,282 $5.6M
Daner Wealth Management, LLC 2.97% Reduce -1.5% 109,130 $5.5M
NewEdge Advisors, LLC 0.02% Add +42.9% 109,011 $5.5M
Capital Advisors, Ltd. LLC 0.54% Reduce -0.7% 107,057 $5.4M
Beacon Investment Advisory Services, Inc. 0.20% Add +69.5% 104,702 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +12.7% 103,799 $5.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.4% 102,304 $5.1M
Redwood Financial Network Corp 2.84% Add +4.6% 101,968 $5.1M
Advocacy Wealth Management, LLC 0.19% Reduce -6.3% 101,940 $5.1M
Annex Advisory Services, LLC 0.09% Reduce -21.9% 100,737 $5.1M
LYNX Capital Group Ltd. 1.99% Add +53.9% 98,257 $4.9M
Hardworking Capital Advisors, LLC 3.94% Reduce -9.0% 96,237 $4.8M
GenTrust, LLC 0.18% Add +19.7% 95,869 $4.8M
Stratos Wealth Partners, LTD. 0.04% Add +76.5% 87,569 $4.4M
Sanctuary Advisors, LLC 0.02% Add +24.5% 87,009 $4.4M
BNP Paribas Financial Markets 0.00% Reduce -11.7% 77,405 $3.9M
D.A. Davidson & Co. 0.02% Add +1.6% 77,184 $3.9M
GeoWealth Management, LLC 0.11% Add +12.7% 66,982 $3.4M
Trust Co 0.30% Add +27.0% 65,676 $3.3M
Cambient Family Office, LLC 0.40% Add +6.2% 65,104 $3.3M
Smartleaf Asset Management LLC 0.10% No change 63,508 $3.2M
Fifth Third Bancorp 0.01% Add +5.3% 63,248 $3.2M
Ameriprise Financial Inc. 0.00% Add +178.7% 63,126 $3.2M
Equitable Holdings, Inc. 0.02% Add +48.6% 61,950 $3.1M
Ameritas Advisory Services, LLC 0.06% New 60,161 $3.0M
Endowment Wealth Management, Inc. 1.15% Add +1.9% 59,051 $3.0M
Sage Advisory Services, Ltd.Co. 1.43% Add +10.9% 58,090 $2.9M
Global View Capital Management LLC 0.52% Reduce -6.8% 50,245 $2.5M
Parsons Capital Management Inc. 0.11% Add +3.6% 50,109 $2.5M
Duncker Streett & Co. Inc. 0.41% Reduce -0.0% 48,421 $2.4M
Global Retirement Partners, LLC 0.04% — 45,853 $2.3M
Belpointe Asset Management LLC 0.07% Add +18.3% 44,949 $2.3M
Strait & Sound Wealth Management LLC 0.79% Add +8.1% 44,571 $2.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -46.8% 44,177 $2.2M
Brown Financial Advisors 0.77% Reduce -0.4% 44,105 $2.2M
9823 Capital, L.P. 1.49% Reduce -12.8% 43,865 $2.2M
Regatta Capital Group, LLC 0.29% Add +12.5% 43,181 $2.2M
HUB Investment Partners, LLC 0.04% New 42,531 $2.1M
Sovereign Financial Group, Inc. 0.32% Add +11.3% 41,850 $2.1M
Pitti Group Wealth Management, LLC 1.51% Add +28.1% 41,356 $2.1M
Transcendent Capital Group LLC 0.80% Reduce -15.8% 41,265 $2.1M
GreatBanc Trust CO 1.26% Reduce -0.7% 40,500 $2.0M
Barnes Wealth Management Group, Inc 0.94% Add +1.5% 40,376 $2.0M
Oppenheimer & Co. Inc. 0.02% Reduce -9.5% 40,314 $2.0M
Legacy Solutions, LLC 1.61% Add +10.0% 39,661 $2.0M
Ashton Thomas Private Wealth, LLC 0.04% Add +4.3% 39,208 $2.0M
Impact Partnership Wealth, LLC 0.19% Add +27.1% 39,159 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +5.9% 38,793 $1.9M
Virtue Capital Management, LLC 0.26% Add +126.3% 38,768 $1.9M
Mariner, LLC 0.00% Reduce -53.3% 37,008 $1.9M
Warwick Investment Management, Inc. 0.21% Reduce -0.9% 36,601 $1.8M
United Advisor Group, LLC 0.19% Add +40.8% 36,337 $1.8M
Cathy Pareto & Associates, Inc. 1.06% Reduce -3.0% 36,133 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -39.9% 35,786 $1.8M
Private Trust Co. NA 0.14% Add +2.5% 34,684 $1.7M
Integrated Wealth Concepts LLC 0.01% Reduce -37.2% 33,799 $1.7M
Sowell Financial Services LLC 0.06% Add +27.0% 33,642 $1.7M
Independent Financial Group, LLC 0.03% Reduce -1.2% 32,897 $1.6M
Invesco Ltd. 0.00% Add +556.6% 31,801 $1.6M
World Investment Advisors 0.03% No change 30,145 $1.5M
AQR Capital Management 0.00% No change 29,874 $1.5M
Total Clarity Wealth Management, Inc. 0.29% Reduce -66.1% 29,836 $1.5M
Bank of New York Mellon Corp 0.00% Add +36.4% 29,697 $1.5M
Benjamin Edwards Inc. 0.01% Add +24.4% 29,403 $1.5M
Rockefeller Capital Management L.P. 0.00% Add +448.3% 28,167 $1.4M
OneDigital Investment Advisors LLC 0.01% Add +9.9% 27,906 $1.4M
Balefire, LLC 0.22% Add +44.6% 27,176 $1.4M
YHB Investment Advisors, Inc. 0.08% Reduce -0.2% 24,213 $1.2M
IFP Advisors, Inc 0.02% Add +28.3% 24,012 $1.2M
Swmg, LLC 0.28% Add +49.9% 23,898 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -6.5% 23,626 $1.2M
10Elms LLP 0.53% Add +791.4% 23,372 $1.2M
Beta Wealth Group, Inc. 0.43% Add +48.9% 23,014 $1.2M
Condor Capital Management 0.09% Reduce -0.0% 23,008 $1.2M
Paladin Partners, LLC 0.75% No change 22,717 $1.1M
Wealthstar Advisors, LLC 0.56% Reduce -15.2% 22,365 $1.1M
Legacy Wealth Partners, LLC 0.25% Add +58.3% 22,055 $1.1M
Westbourne Investments, Inc. 0.44% Reduce -0.1% 21,543 $1.1M
Focus Financial Network, Inc. 0.03% New 21,490 $1.1M
ETF Store, Inc. 0.90% Reduce -0.3% 21,473 $1.1M
Focus Partners Wealth 0.00% Add +0.6% 20,515 $1.0M
Hutchens & Kramer Investment Management Group, LLC 0.27% Add +32.4% 20,243 $1.0M
Capital Wealth Alliance, LLC 0.46% Reduce -13.0% 19,968 $1.0M
O'shaughnessy Asset Management, LLC 0.00% No change 19,900 $998K
Paladin Wealth, LLC 0.58% Reduce -1.4% 19,863 $996K
AlphaCore Capital LLC 0.02% Add +1.0% 19,168 $961K
National Wealth Management Group, LLC 0.29% Add +12.2% 18,869 $946K
Magnolia Capital Advisors LLC 0.16% New 18,439 $925K
Fulcrum Equity Management 0.74% Add +34.0% 18,338 $920K
Octavia Wealth Advisors, LLC 0.08% Reduce -11.3% 18,045 $905K
Integrity Alliance, Llc. 0.03% Add +0.1% 17,614 $883K
CIBC Bancorp USA Inc. 0.00% Reduce -0.8% 17,095 $857K
Foundations Investment Advisors, LLC 0.01% Reduce -6.0% 17,069 $856K
Mattson Financial Services, LLC 0.18% Reduce -34.5% 16,798 $844K
Hilltop Holdings Inc. 0.07% Add +42.1% 16,567 $831K
Catalyst Private Wealth, LLC 0.39% No change 16,004 $803K
Intrepid Family Office LLC 0.69% New 15,000 $752K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% Reduce -17.5% 14,941 $749K
Lanark Financial, Inc. 0.05% Add +56.1% 14,889 $747K
NewSquare Capital LLC 0.06% New 14,888 $747K
US Bancorp \de 0.00% Add +623.0% 14,799 $742K
Accurate Wealth Management, LLC 0.07% Reduce -10.9% 14,672 $737K
Legacy Wealth Managment, LLC 0.30% Reduce -40.9% 14,495 $727K
RFG Advisory, LLC 0.01% Add +17.4% 14,013 $703K
Perspective Wealth Advisors LLC 0.39% Reduce -85.0% 14,011 $703K
Copley Financial Group, Inc. 0.42% Reduce -37.5% 13,917 $698K
Citigroup Inc. 0.00% Add +1.8% 13,689 $687K
Petix & Botte Co 0.14% Add +100.0% 13,646 $684K
TBH Global Asset Management, LLC 0.13% Reduce -0.2% 13,643 $684K
Wagner Wealth Management, LLC 0.13% Add +1.0% 13,528 $678K
Weatherly Asset Management L. P. 0.05% No change 13,280 $666K
World Equity Group, Inc. 0.14% Add +32.6% 12,838 $644K
Capital Investment Advisory Services, LLC 0.04% Reduce -7.2% 12,787 $641K
Kingswood Wealth Advisors, LLC 0.02% Add +47.8% 12,292 $616K
Lionsbridge Wealth Management LLC 0.60% Reduce -0.5% 12,268 $615K
Lido Advisors, LLC 0.00% New 12,219 $613K
MAI Capital Management 0.00% Reduce -13.0% 12,135 $609K
J.W. Cole Advisors, Inc. 0.01% Reduce -28.3% 12,087 $606K
Intrua Financial, LLC 0.06% Reduce -32.7% 12,042 $604K
Spirepoint Private Client, LLC 0.05% No change 11,688 $586K
Gateway Wealth Partners, LLC 0.04% Reduce -52.9% 11,647 $584K
Bright Futures Wealth Management, LLC. 0.38% Reduce -2.1% 11,576 $581K
Montag A & Associates Inc. 0.02% Reduce -0.8% 11,532 $578K
OakTrust Wealth Advisors, LLC 0.49% Reduce -28.5% 11,425 $573K
Centerpoint Advisory Group 0.35% New 11,020 $553K
National Bank of Canada 0.00% No change 10,697 $536K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -10.6% 10,590 $531K
Goldman Sachs Group Inc. 0.00% Reduce -85.4% 10,401 $522K
Ausdal Financial Partners, Inc. 0.02% Add +56.5% 10,291 $516K
Commerce Bank 0.00% Add +64.8% 10,217 $512K
Pinnacle Associates Ltd. 0.01% Reduce -12.9% 10,209 $512K
Fig Financial Advisory Services Inc. 0.30% New 10,126 $508K
StoneX Group Inc. 0.02% New 10,117 $507K
International Assets Investment Management, LLC 0.03% Add +1.9% 10,086 $506K
Farther Finance Advisors, LLC 0.00% Add +0.0% 9,860 $494K
CGC Financial Services, LLC 0.11% Add +1.5% 9,855 $494K
Wealthspire Retirement, LLC 0.03% No change 9,536 $478K
4J Wealth Management LLC 0.23% Reduce -1.0% 9,406 $472K
Private Client Services, LLC 0.12% Reduce -16.5% 9,222 $462K
Detalus Advisors, LLC 0.09% No change 9,150 $459K
KWB Wealth 0.04% Add +3.7% 8,990 $451K
BlackDiamond Wealth Management, LLC 0.18% Reduce -13.8% 8,981 $451K
PFG Advisors 0.02% New 8,903 $446K
Win Advisors, Inc. 0.16% Add +77.9% 8,873 $445K
Milestones Private Investment Advisors LLC 0.35% No change 8,868 $445K
Wbi Investments, LLC 0.11% Reduce -8.9% 8,765 $440K
Collaborative Wealth Managment Inc. 0.18% Reduce -27.9% 8,660 $434K
Fortis Capital Advisors, LLC 0.05% New 8,635 $433K
Western Wealth Management, LLC 0.01% Reduce -17.9% 7,946 $398K
Advisory Solutions Group, LLC 0.13% — 7,658 $384K
Cibc World Market Inc. 0.00% No change 7,369 $370K
Legacy Capital Wealth Partners, LLC 0.07% New 7,317 $367K
Aptus Capital Advisors, LLC 0.00% Reduce -1.9% 7,201 $361K
Wealth Advisory Team LLC 0.29% — 7,173 $360K
Chicago Partners Investment Group LLC 0.01% Reduce -2.0% 7,107 $356K
Avidian Wealth Enterprises, LLC 0.01% New 7,056 $354K
Medallion Wealth Advisors, LLC 0.11% Reduce -67.6% 6,982 $350K
Cypress Capital Group 0.03% No change 6,910 $347K
DAVENPORT & Co LLC 0.00% Add +13.1% 6,875 $345K
Arkadios Wealth Advisors 0.01% Reduce -63.3% 6,730 $338K
Avior Wealth Management, LLC 0.01% No change 6,721 $337K
Peterson Wealth Services 0.07% Reduce -57.5% 6,618 $332K
Susquehanna International Group, LLP 0.00% Add +23.3% 6,460 $324K
Main Street Financial Solutions, LLC 0.02% Reduce -6.5% 6,434 $323K
First Heartland Consultants, Inc. 0.02% Reduce -16.7% 6,373 $320K
Encompass More Asset Management 0.05% Add +55.3% 6,299 $316K
Patton Albertson Miller Group, LLC 0.03% Reduce -24.8% 6,177 $310K
Mgo One Seven LLC 0.01% Add +31.5% 6,151 $308K
Zevin Asset Management LLC 0.04% No change 5,900 $296K
Howard Wealth Management, LLC 0.11% Add +3.9% 5,858 $294K
Wealthcare Advisory Partners LLC 0.01% Reduce -98.2% 5,822 $292K
Werba Rubin Papier Wealth Management 0.04% Add +0.2% 5,821 $292K
Institute for Wealth Management, LLC. 0.03% Reduce -2.5% 5,760 $289K
Foundation Wealth Management, LLC\PA 0.08% No change 5,377 $270K
Insight Advisors, LLC/ PA 0.05% No change 5,235 $263K
Bank of Montreal 0.00% Add +0.2% 5,009 $251K
Crux Wealth Advisors 0.09% New 4,984 $250K
NewEdge Wealth, LLC 0.00% Reduce -25.6% 4,700 $236K
Quantinno Capital Management LP 0.00% New 4,682 $235K
Prospera Financial Services Inc 0.00% Add +0.5% 4,642 $233K
GWN Securities Inc. 0.04% Add +2.5% 4,618 $232K
Koshinski Asset Management, Inc. 0.01% New 4,533 $227K
Lineweaver Wealth Advisors, LLC 0.03% New 4,524 $227K
Harbour Investments, Inc. 0.00% Add +6.9% 4,448 $223K
Calton & Associates, Inc. 0.03% Reduce -38.5% 4,414 $221K
Perennial Investment Advisors, LLC 0.01% Reduce -35.9% 4,270 $214K
Vident Advisory, LLC 0.00% New 4,183 $210K
Tectonic Advisors LLC 0.01% New 4,133 $207K
Freedom Investment Management, Inc. 0.06% New 4,098 $206K
QRG Capital Management, Inc. 0.00% New 4,011 $201K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 4,000 $201K
AMG National Trust Bank 0.00% Reduce -50.0% 4,000 $201K
Geneos Wealth Management Inc. 0.00% Reduce -23.9% 3,990 $200K
Bogart Wealth, LLC 0.01% No change 3,982 $200K
Main Management LLC 0.01% No change 3,652 $183K
Capital Advisor Network LLC 0.22% Add +19.3% 3,509 $176K
Archer Investment Corp 0.03% No change 3,024 $152K
Larson Financial Group LLC 0.00% No change 3,000 $150K
Atwood & Palmer Inc. 0.01% No change 2,750 $138K
Parallel Advisors, LLC 0.00% Add +12.8% 2,640 $132K
IFG Advisory, LLC 0.00% Add +33.5% 2,362 $118K
Triumph Capital Management 0.02% Reduce -78.0% 2,280 $114K
Fiduciary Financial Advisors 0.01% New 2,190 $110K
Sims Investment Management, LLC 0.03% New 1,944 $97K
Beacon Capital Management, Inc. 0.01% Add +13.3% 1,768 $89K
TD Waterhouse Canada Inc. 0.00% No change 1,755 $88K
Blair William & Co. 0.00% Add +0.1% 1,711 $86K
Matrix Private Capital Group LLC 0.03% No change 1,370 $69K
NFSG Corp 0.01% Add +1.0% 1,363 $68K
Chilton Capital Management LLC 0.00% No change 1,000 $50K
HM Payson & Co. 0.00% No change 1,000 $50K
Allworth Financial LP 0.00% No change 676 $34K
Signaturefd, LLC 0.00% New 655 $33K
Ameritas Investment Partners, Inc. 0.00% No change 610 $31K
AdvisorNet Financial, Inc 0.00% No change 606 $30K
Lodestone Wealth Management LLC 0.01% Reduce -14.1% 569 $29K
Wolff Wiese Magana LLC 0.01% No change 543 $27K
United Community Bank 0.01% No change 541 $27K
Collier Financial 0.02% Reduce -4.7% 512 $26K
Evolution Wealth Management Inc. 0.01% New 500 $25K
Steward Partners Investment Advisory, LLC 0.00% Reduce -98.3% 470 $24K
Parkside Financial Bank & Trust 0.00% Add +1.0% 417 $21K
Concord Wealth Partners 0.00% New 372 $19K
Mascoma Wealth Management LLC 0.00% New 333 $17K
Anchor Investment Management, LLC 0.00% No change 273 $14K
CX Institutional 0.00% No change 199 $10K
McGuire Capital Advisors Inc. 0.00% No change 148 $7K
JNBA Financial Advisors 0.00% Add +0.8% 127 $6K
Signature Equity Partners, LLC 0.00% Add +1.0% 105 $5K
Assetmark, Inc. 0.00% No change 103 $5K
Noble Wealth Management PBC 0.00% Reduce -69.1% 100 $5K
Caitlin John, LLC 0.00% No change 79 $4K
Strategic Advocates LLC 0.01% No change 70 $4K
Financial Gravity Companies, Inc. 0.00% — 62 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 61 $3K
Darwin Wealth Management, LLC 0.00% Reduce -3.3% 58 $3K
Blueline Advisors LLC 0.00% Reduce -97.7% 50 $3K
Wellington-Altus USA Inc. 0.00% No change 35 $2K
Transamerica Financial Advisors, LLC 0.00% No change 8 $405
Clearstead Advisors, LLC 0.00% No change 4 $201
Strategic Wealth Partners, Ltd. 0.00% No change 1 $73
High Note Wealth, LLC 0.00% No change 1 $41
Kozak & Associates, Inc. 0.00% New 1 $29

"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.