13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
GSY

INVESCO ACTIVELY MANAGED EXC

312 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 46090a887·312 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.9%
vs prior quarter
13F value held
$1.8B
77.0% inst. owned
of float
Holders
312
-61 QoQ
filers reporting
Activity
+45 / −6
+825 added · −727 reduced
this quarter
Concentration
18.45%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

312 institutions reported GSY in Q1 2026. LPL Financial LLC leads at 18.5% of the visible book. -61 net institutions QoQ — distribution reading.

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 202602
MORGAN STANLEY
CIK 0000895421
$275M5.5M0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$207M4.1M0.04%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$145M2.9M0.01%Q1 202605
Bramshill Investments, LLC
CIK 0001619899
$99M2.0M8.55%Q1 202606
UBS Group AG
CIK 0001610520
$91M1.8M0.01%Q1 202607
Capital Asset Advisory Services LLC
CIK 0001666024
$74M1.5M2.82%Q1 202608
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$72M1.4M2.31%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$69M1.4M0.07%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$62M1.2M0.02%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$59M1.2M0.09%Q1 202612
Gradient Investments LLC
CIK 0001542265
$55M1.1M0.85%Q1 202613
Independent Advisor Alliance
CIK 0001696899
$40M807K0.43%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M636K0.01%Q1 202615
Atria Wealth Solutions, Inc.
CIK 0001927543
$29M580K0.66%Q2 202516
CWM, LLC
CIK 0001535847
$29M570K0.07%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$27M529K0.00%Q1 202618
Gladstone Institutional Advisory LLC
CIK 0001766530
$23M468K0.87%Q1 202619
HUNTINGTON NATIONAL BANK
CIK 0000049205
$23M458K0.13%Q1 202620
Cyndeo Wealth Partners, LLC
CIK 0001950947
$20M403K1.06%Q1 2026
Page 1 of 16
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