13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
GTO

INVESCO ACTIVELY MANAGED EXC

218 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A804·Exchange Traded Fund·218 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.5B
visible holders
Holders
218
filers reporting
Concentration
16.51%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

218 institutions reported GTO in Q2 2026. LPL Financial LLC leads at 16.5% 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
$255M5.4M0.06%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$237M5.1M0.02%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$173M3.7M0.04%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$133M2.8M0.16%Q2 202605
Invesco Ltd.
CIK 0000914208
$89M1.9M0.01%Q2 202606
CWM, LLC
CIK 0001535847
$84M1.8M0.22%Q1 202607
MORGAN STANLEY
CIK 0000895421
$80M1.7M0.00%Q2 202608
Private Advisor Group, LLC
CIK 0001567755
$67M1.4M0.30%Q2 202609
Bank of New York Mellon Corp
CIK 0001390777
$62M1.3M0.01%Q2 202610
Brio Consultants, LLC
CIK 0001747799
$59M1.3M6.87%Q2 202611
RTD Financial Advisors, Inc.
CIK 0001810555
$41M909K4.44%Q3 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$38M805K0.02%Q2 202613
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$36M801K3.74%Q3 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$33M699K0.01%Q2 202615
Dynamic Advisor Solutions LLC
CIK 0001599747
$32M720K0.91%Q3 202616
Cetera Investment Advisers
CIK 0001666741
$30M646K0.03%Q2 202617
Northwest Financial Advisors
CIK 0002010635
$25M532K3.32%Q2 202618
Brookstone Capital Management
CIK 0001599584
$24M547K0.24%Q3 202619
Petix & Botte Co
CIK 0001803255
$24M510K4.81%Q2 202620
Commonwealth Financial Services, LLC
CIK 0001536755
$22M497K3.97%Q3 2026
Page 1 of 11
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