GSY — Invesco Actively Managed Exc Institutional Holders · Q3 2026
Who owns Invesco Actively Managed Exc (GSY)? 15 institutions reported holding $62.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($51.7M), Trust Co ($2.9M), Legacy Solutions, LLC ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $51.7M | 1.0M | Added |
| 2 | Trust Co | $2.9M | 59,049 | Trimmed |
| 3 | LEGACY SOLUTIONS, LLC | $2.0M | 40,946 | Added |
| 4 | Avidian Wealth Enterprises, LLC | $1.8M | 36,954 | Added |
| 5 | YHB Investment Advisors, Inc. | $1.3M | 25,112 | Added |
| 6 | Paladin Partners, LLC | $1.2M | 24,349 | Added |
| 7 | Farther Finance Advisors, LLC | $493,280 | 9,879 | Added |
| 8 | PRIVATE CLIENT SERVICES, LLC | $346,848 | 6,947 | Trimmed |
| 9 | ATWOOD & PALMER INC | $137,308 | 2,750 | Hold |
| 10 | CoreCap Advisors, LLC | $121,380 | 2,431 | Trimmed |
| 11 | Noble Wealth Management PBC | $11,334 | 227 | Added |
| 12 | CX Institutional | $10,000 | 199 | Hold |
| 13 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
| 14 | Balefire, LLC | $0 | 0 | Exited |
| 15 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30