DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
GSY

INVESCO ACTIVELY MANAGED EXC

321 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A887·Exchange Traded Fund·321 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.8B
visible holders
Holders
321
filers reporting
Concentration
17.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

321 institutions reported GSY in Q1 2026. LPL Financial LLC leads at 17.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$324M6.5M0.09%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$275M5.5M0.02%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$207M4.1M0.04%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$145M2.9M0.01%Q1 2026
05
Bramshill Investments, LLC
CIK 0001619899
$99M2.0M8.55%Q1 2026
06
UBS Group AG
CIK 0001610520
$91M1.8M0.01%Q1 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$82M1.6M0.21%Q1 2026
08
Capital Asset Advisory Services LLC
CIK 0001666024
$74M1.5M2.82%Q1 2026
09
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$72M1.4M2.31%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$69M1.4M0.07%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$62M1.2M0.02%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$59M1.2M0.09%Q1 2026
13
Gradient Investments LLC
CIK 0001542265
$52M1.0M0.72%Q2 2026
14
Independent Advisor Alliance
CIK 0001696899
$40M807K0.43%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M636K0.01%Q1 2026
16
Atria Wealth Solutions, Inc.
CIK 0001927543
$29M580K0.66%Q2 2025
17
CWM, LLC
CIK 0001535847
$29M570K0.07%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$27M529K0.00%Q1 2026
19
Gladstone Institutional Advisory LLC
CIK 0001766530
$23M468K0.87%Q1 2026
20
HUNTINGTON NATIONAL BANK
CIK 0000049205
$23M458K0.13%Q1 2026
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