Who Owns INVESCO ACTIVELY MANAGED EXC (GSY)? -- Institutional Holders (2026-03-31)
310 institutions reported holding $2.47B of INVESCO ACTIVELY MANAGED EXC (GSY) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($324.0M), MORGAN STANLEY ($275.2M), WELLS FARGO & COMPANY/MN ($207.0M), BANK OF AMERICA CORP /DE/ ($145.0M), Bramshill Investments, LLC ($99.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $324.0M | 6.5M | Added |
| 2 | MORGAN STANLEY | $275.2M | 5.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $207.0M | 4.1M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $145.0M | 2.9M | Added |
| 5 | Bramshill Investments, LLC | $99.3M | 2.0M | Trimmed |
| 6 | UBS Group AG | $91.5M | 1.8M | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $81.7M | 1.6M | Added |
| 8 | Capital Asset Advisory Services LLC | $73.6M | 1.5M | Added |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $72.0M | 1.4M | Added |
| 10 | Cetera Investment Advisers | $69.1M | 1.4M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $62.1M | 1.2M | Added |
| 12 | OSAIC HOLDINGS, INC. | $58.7M | 1.2M | Added |
| 13 | Gradient Investments LLC | $55.1M | 1.1M | Trimmed |
| 14 | Independent Advisor Alliance | $40.4M | 807,000 | New |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $31.9M | 635,684 | Added |
| 16 | CWM, LLC | $28.6M | 569,764 | Added |
| 17 | Royal Bank of Canada | $26.5M | 529,112 | Added |
| 18 | Gladstone Institutional Advisory LLC | $23.5M | 468,184 | Added |
| 19 | HUNTINGTON NATIONAL BANK | $22.9M | 457,764 | Added |
| 20 | Cyndeo Wealth Partners, LLC | $20.2M | 403,445 | Added |
| 21 | Arax Advisory Partners | $16.6M | 332,046 | Added |
| 22 | STIFEL FINANCIAL CORP | $16.5M | 329,593 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $15.9M | 317,052 | Added |
| 24 | Wealthcare Advisory Partners LLC | $15.8M | 314,374 | Added |
| 25 | Avestar Capital, LLC | $14.9M | 297,977 | Added |
Source: SEC Form 13F filings · as of 2026-03-31