Who Owns INV ULTRA SHRT DUR ETF (GSY)? -- Institutional Holders (2026-06-30)

327 institutions reported holding $2.57B of INV ULTRA SHRT DUR ETF (GSY) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($342.9M), MORGAN STANLEY ($306.6M), WELLS FARGO & COMPANY/MN ($210.3M), BANK OF AMERICA CORP /DE/ ($193.2M), UBS Group AG ($105.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$342.9M6.8MAdded
2MORGAN STANLEY$306.6M6.1MAdded
3WELLS FARGO & COMPANY/MN$210.3M4.2MAdded
4BANK OF AMERICA CORP /DE/$193.2M3.9MAdded
5UBS Group AG$105.9M2.1MAdded
6Bramshill Investments, LLC$99.7M2.0MAdded
7Cetera Investment Advisers$80.7M1.6MAdded
8Capital Asset Advisory Services LLC$74.6M1.5MAdded
9AXXCESS WEALTH MANAGEMENT, LLC$74.1M1.5MAdded
10RAYMOND JAMES FINANCIAL INC$70.1M1.4MAdded
11Gradient Investments LLC$51.9M1.0MTrimmed
12ENVESTNET ASSET MANAGEMENT INC$45.3M903,256Added
13OSAIC HOLDINGS, INC.$39.5M787,732Trimmed
14Royal Bank of Canada$34.2M682,087Added
15Gladstone Institutional Advisory LLC$29.2M581,585Added
16AE Wealth Management LLC$24.8M495,000Added
17Arax Advisory Partners$23.8M473,790Added
18HUNTINGTON NATIONAL BANK$23.7M0Added
19Cyndeo Wealth Partners, LLC$21.0M419,129Added
20Janney Montgomery Scott LLC$19.5M388,206Added
21PRINCIPAL SECURITIES, INC.$16.9M337,031Added
22PRAIRIE ADVISORY, LLC$16.4M327,927New
23STIFEL FINANCIAL CORP$15.9M317,484Trimmed
24Fifth Third Securities, Inc.$15.9M316,475Added
25JONES FINANCIAL COMPANIES LLLP$15.4M306,638Added

来源：SEC 13F 申报文件 · 截至 2026-06-30