Home › GTO

Who holds GTO

INVESCO ACTIVELY MANAGED EXC · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC5.4M$254.5M0.1%
BANK OF AMERICA CORP /DE/5.1M$237.2M0.0%
ENVESTNET ASSET MANAGEMENT INC3.7M$173.0M0.0%
OSAIC HOLDINGS, INC.2.8M$133.2M0.2%
Invesco Ltd.1.9M$88.6M0.0%
MORGAN STANLEY1.7M$79.7M0.0%
Private Advisor Group, LLC1.4M$66.6M0.3%
Bank of New York Mellon Corp1.3M$62.5M0.0%
Brio Consultants, LLC1.3M$58.6M6.9%
RTD Financial Advisors, Inc.866.8K$40.6M4.4%
JONES FINANCIAL COMPANIES LLLP804.5K$37.8M0.0%
HOWARD FINANCIAL SERVICES, LTD.799.6K$37.5M3.7%
Dynamic Advisor Solutions LLC700.7K$32.8M0.9%
RAYMOND JAMES FINANCIAL INC698.6K$32.7M0.0%
Commonwealth Financial Services, LLC675.6K$31.7M4.3%
Cetera Investment Advisers645.9K$30.3M0.0%
Northwest Financial Advisors532.0K$24.9M3.3%
Petix & Botte Co510.1K$23.9M4.8%
Brookstone Capital Management508.3K$23.8M0.2%
American Capital Advisory, LLC429.0K$20.1M7.3%
MML INVESTORS SERVICES, LLC373.4K$17.5M0.0%
WELLS FARGO & COMPANY/MN357.6K$16.8M0.0%
KWB Wealth352.2K$16.5M1.4%
KMG FIDUCIARY PARTNERS, LLC348.8K$16.3M1.5%
Rooted Wealth Advisors, Inc.323.3K$15.2M3.7%
World Investment Advisors305.8K$14.3M0.2%
Stewardship Advisors, LLC304.7K$14.3M3.0%
Focus Financial Network, Inc.294.3K$13.8M0.4%
ACIMA PRIVATE WEALTH, LLC290.9K$13.6M4.0%
Vestmark Advisory Solutions, Inc.282.7K$13.3M0.1%
IFG Advisory, LLC279.5K$13.1M0.5%
Concurrent Investment Advisors, LLC271.3K$12.7M0.1%
VERUS CAPITAL PARTNERS, LLC266.1K$12.5M0.7%
Envestnet Portfolio Solutions, Inc.252.3K$11.8M0.1%
NewEdge Advisors, LLC241.0K$11.3M0.0%
Asset Allocation Strategies LLC233.2K$10.9M1.7%
ASHTON THOMAS SECURITIES, LLC217.8K$10.2M1.5%
Cooper Financial Group199.9K$9.4M0.8%
BEACON FINANCIAL PLANNING, INC192.1K$9.0M3.1%
Richmond Investment Services, LLC188.0K$8.8M2.8%
Regal Investment Advisors LLC181.6K$8.5M0.4%
IHT Wealth Management, LLC170.8K$8.0M0.2%
Atlas Legacy Advisors, LLC169.6K$7.9M1.2%
BOS Asset Management, LLC162.9K$7.6M1.8%
AXXCESS WEALTH MANAGEMENT, LLC161.2K$7.6M0.1%
Curry Webb Wealth Management LLC156.6K$7.3M3.0%
Baird Financial Group, Inc.146.9K$6.9M0.0%
Integrated Wealth Concepts LLC143.5K$6.7M0.0%
Total Clarity Wealth Management, Inc.141.3K$6.6M1.3%
Tennessee Valley Asset Management Partners136.3K$6.4M0.7%
ROYAL BANK OF CANADA135.7K$6.4M0.0%
USAdvisors Wealth Management, LLC134.3K$6.3M1.8%
Daner Wealth Management, LLC134.0K$6.2M3.4%
Kestra Advisory Services, LLC124.1K$5.8M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC116.6K$5.4M0.0%
CHANNEL WEALTH LLC110.6K$5.2M1.2%
Gladstone Institutional Advisory LLC105.3K$4.9M0.2%
Insight Wealth Partners, LLC104.4K$4.9M0.7%
IFP Advisors, Inc101.7K$4.8M0.1%
AQR CAPITAL MANAGEMENT LLC99.8K$4.7M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}