GTOQ — Invesco Actively Managed Exc Institutional Holders · Q2 2026
Who owns Invesco Actively Managed Exc (GTOQ)? 18 institutions reported holding $171.16M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Invesco Ltd. ($163.8M), LPL Financial LLC ($3.2M), World Investment Advisors ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Invesco Ltd. | $163.8M | 7.3M | Added |
| 2 | LPL Financial LLC | $3.2M | 143,927 | Added |
| 3 | World Investment Advisors | $1.4M | 62,735 | Hold |
| 4 | Avestar Capital, LLC | $994,626 | 44,519 | Added |
| 5 | JANE STREET GROUP, LLC | $456,618 | 20,438 | Trimmed |
| 6 | Westside Investment Management, Inc. | $440,129 | 19,700 | Hold |
| 7 | Stratos Wealth Partners, LTD. | $336,755 | 15,073 | Added |
| 8 | Kestra Advisory Services, LLC | $305,330 | 13,666 | Added |
| 9 | OSAIC HOLDINGS, INC. | $141,190 | 6,320 | Trimmed |
| 10 | UBS Group AG | $37,825 | 1,693 | New |
| 11 | HARBOUR INVESTMENTS, INC. | $24,576 | 1,100 | Hold |
| 12 | AE Wealth Management LLC | $18,119 | 811 | Trimmed |
| 13 | NATIONAL BANK OF CANADA /FI/ | $4,086 | 183 | Hold |
| 14 | Wagner Wealth Management, LLC | $3,682 | 165 | Added |
| 15 | MORGAN STANLEY | $25 | 1 | New |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | Independent Advisor Alliance | $0 | 0 | Exited |
| 18 | MRA Advisory Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30