GTOSINVESCO ACTIVELY MANAGED EXC
CUSIP 46090A739 · Yahoo Finance ↗ · Google Finance ↗
Invesco Actively Managed Exc (GTOS) has 11 institutional holders in Filings Flow’s 13F database, together reporting 1.22M shares worth $30M as of Q1 2026. The largest reported holders are Invesco Ltd., Citadel Advisors LLC, and Mowery & Schoenfeld Wealth Management, LLC.
Institutional Holders
11
Q1 2026
Reported Value
$30M
Ticker
GTOS
Quarters Tracked
14
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Invesco Ltd.$653.3B AUM | 0.00% | $25M | 1.01M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 91.5K | Q1 2026 |
| Mowery & Schoenfeld Wealth Management, LLC$65M AUM | 1.83% | $1M | 47.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $418,682 | 16.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $408,130 | 16.4K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 0.22% | $296,000 | 14.5K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.03% | $228,786 | 9.2K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.04% | $181,317 | 7.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $100,000 | 4.0K | Q4 2025OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $14,968 | 600 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,740 | 190 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2,295 | 92 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $25 | 1 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.