INVESCO ULTRA SHORT DURATION GSY
$50.15
-0.0% 52w: $48.38 – $50.16
Latest 13F among current holders filed 21 days ago (Aug 12, 2026)
Price — last 12 months
research preview data48.3849.2750.16
Aug 18, 2025 Jul 2, 2026
Institutional holders
294
+17 QoQ
13F value
$2.46B
+10.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GSY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 6.5M | $324.0M | 0.1% | +24.5% |
| MORGAN STANLEY | Bank broker | 5.5M | $275.2M | 0.0% | +19.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.1M | $207.0M | 0.0% | +6.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.9M | $145.0M | 0.0% | +152.9% |
| Bramshill Investments, LLC | Wealth advisor | 2.0M | $99.3M | 8.6% | -2.0% |
| UBS Group AG | Bank broker | 1.8M | $91.5M | 0.0% | +16.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.6M | $81.7M | 0.2% | +6.5% |
| Capital Asset Advisory Services LLC | Wealth advisor | 1.5M | $73.6M | 2.8% | +17.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 1.4M | $72.0M | 2.3% | +6.2% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $69.1M | 0.1% | +23.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $62.1M | 0.0% | +19.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $58.7M | 0.1% | +125.1% |
| Gradient Investments LLC | Wealth advisor | 1.1M | $55.1M | 0.9% | -22.0% |
| Independent Advisor Alliance | Wealth advisor | 807.0K | $40.4M | 0.4% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 635.7K | $31.9M | 0.0% | +77.4% |
| CWM, LLC | Wealth advisor | 569.8K | $28.6M | 0.1% | +9.1% |
| ROYAL BANK OF CANADA | Bank broker | 529.1K | $26.5M | 0.0% | +588.2% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 468.2K | $23.5M | 0.9% | +8.6% |
| Cyndeo Wealth Partners, LLC | Other | 403.4K | $20.2M | 1.1% | +10.3% |
| Arax Advisory Partners | Wealth advisor | 332.0K | $16.6M | 0.5% | +7315.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 329.6K | $16.5M | 0.0% | +12.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 317.1K | $15.9M | 0.2% | +55.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 314.4K | $15.8M | 0.3% | +13.1% |
| Avestar Capital, LLC | Other | 298.0K | $14.9M | 1.0% | +6.2% |
| JPMORGAN CHASE & CO | Bank broker | 292.7K | $14.7M | 0.0% | -29.5% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 292.5K | $14.7M | 1.8% | -0.1% |
| Private Advisor Group, LLC | Wealth advisor | 286.2K | $14.3M | 0.1% | +22.0% |
| Royal Harbor Partners, LLC | Wealth advisor | 284.5K | $14.3M | — | New |
| Mutual Advisors, LLC | Wealth advisor | 277.0K | $13.9M | 0.3% | +11.4% |
| Advocate Investing Services LLC | Wealth advisor | 270.1K | $13.5M | 11.5% | -16.2% |
| Fifth Third Securities, Inc. | Wealth advisor | 258.3K | $12.9M | 0.8% | +1.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 252.9K | $12.7M | 0.0% | -10.5% |
| GUIDANCE CAPITAL, INC | Wealth advisor | 249.4K | $12.5M | 2.8% | +8.2% |
| FIRST MERCHANTS CORP | Other | 243.7K | $12.2M | 0.5% | +0.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 228.4K | $11.4M | 0.1% | +21.6% |
| Curry Webb Wealth Management LLC | Wealth advisor | 221.5K | $11.1M | 5.2% | +123.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 218.8K | $11.0M | — | +30.6% |
| FORONJY FINANCIAL LLC | Wealth advisor | 217.5K | $10.9M | — | +2.4% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 210.3K | $10.5M | 1.3% | +27.8% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 189.3K | $9.5M | 0.4% | +1.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 188.1K | $9.4M | 0.0% | +59.4% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Wealth advisor | 186.6K | $9.4M | 3.9% | -2.3% |
| GREENLEAF TRUST | Other | 175.4K | $8.8M | 0.1% | -58.9% |
| RETIREMENT CAPITAL STRATEGIES | Wealth advisor | 171.8K | $8.6M | — | New |
| Advisory Services Network, LLC | Diversified mechanical | 168.7K | $8.5M | 0.1% | +77.0% |
| 1 NORTH WEALTH SERVICES LLC | Wealth advisor | 153.3K | $7.7M | 2.8% | -0.9% |
| Norris Financial Group, LLC | Wealth advisor | 141.6K | $7.1M | 2.3% | +69.0% |
| Wealth Intelligence, LLC ★3 | Fundamental concentrated | 138.2K | $6.9M | — | +12.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 137.8K | $6.9M | 0.0% | -1.0% |
| Creative Planning | Wealth advisor | 137.2K | $6.9M | 0.0% | +0.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.