INVESCO TOTAL RETURN BOND ET GTO
$46.81
+0.1% 52w: $44.19 – $47.22
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data44.1945.7147.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
201
-6 QoQ
13F value
$1.88B
+4.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GTO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.8M | $226.0M | 0.1% | +6.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.8M | $178.5M | 0.0% | +236.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.3M | $153.9M | 0.0% | +9.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.7M | $124.6M | 0.2% | -1.6% |
| Invesco Ltd. | Index provider | 2.0M | $93.7M | 0.0% | -52.2% |
| CWM, LLC | Wealth advisor | 1.8M | $83.7M | 0.2% | -13.3% |
| MORGAN STANLEY | Bank broker | 1.6M | $75.9M | 0.0% | -5.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.3M | $62.3M | 0.0% | +16.8% |
| Private Advisor Group, LLC | Wealth advisor | 1.3M | $59.2M | 0.3% | +11.0% |
| Brio Consultants, LLC | Wealth advisor | 1.2M | $56.0M | 6.8% | +4.9% |
| RTD Financial Advisors, Inc. | Wealth advisor | 839.1K | $39.3M | 4.8% | +3.2% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 768.5K | $36.0M | 4.1% | +3.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 679.2K | $31.8M | 0.0% | +18.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 616.5K | $28.9M | 0.9% | +4.0% |
| Independent Advisor Alliance | Wealth advisor | 613.5K | $28.7M | 0.3% | +9714.8% |
| Cetera Investment Advisers | Wealth advisor | 553.7K | $25.9M | 0.0% | +13.7% |
| Brookstone Capital Management | Wealth advisor | 508.5K | $23.8M | 0.3% | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 482.1K | $22.4M | 0.0% | +62.4% |
| American Capital Advisory, LLC | Wealth advisor | 392.1K | $18.4M | 7.4% | +45.1% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 380.8K | $17.8M | 0.4% | +5.0% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 378.9K | $17.7M | 1.3% | +1.8% |
| Richmond Investment Services, LLC | Wealth advisor | 359.5K | $16.8M | 2.7% | +4.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 343.8K | $16.1M | 0.0% | +10.9% |
| HighTower Advisors, LLC | Diversified mechanical | 314.3K | $14.7M | 0.0% | +954.3% |
| World Investment Advisors | Wealth advisor | 306.2K | $14.3M | 0.2% | +8.3% |
| Rooted Wealth Advisors, Inc. | Wealth advisor | 291.4K | $13.8M | 3.6% | +7.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 285.8K | $13.4M | 0.0% | +1.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 285.1K | $13.3M | 0.1% | +15.0% |
| ACIMA PRIVATE WEALTH, LLC | Wealth advisor | 278.8K | $13.1M | 4.1% | +1.7% |
| Focus Financial Network, Inc. | Wealth advisor | 272.6K | $12.8M | 0.5% | -11.9% |
| VERUS CAPITAL PARTNERS, LLC | Other | 260.0K | $12.2M | 0.8% | -15.9% |
| KWB Wealth | Wealth advisor | 250.0K | $11.9M | 1.2% | -0.3% |
| Petix & Botte Co | Wealth advisor | 244.9K | $11.5M | 5.1% | -46.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 237.4K | $11.1M | 0.1% | -0.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 234.9K | $11.0M | 0.0% | +9.8% |
| BEACON FINANCIAL PLANNING, INC | Wealth advisor | 207.8K | $9.7M | 3.8% | +6.8% |
| JANE STREET GROUP, LLC | Market maker | 198.3K | $9.3M | 0.0% | New |
| Cooper Financial Group | Wealth advisor | 196.1K | $9.2M | 0.9% | +10.1% |
| INTEGRITY WEALTH ADVISORS, INC. | Wealth advisor | 184.0K | $8.6M | 5.2% | +34.9% |
| Stewardship Advisors, LLC | Wealth advisor | 176.0K | $8.2M | 1.9% | -9.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 171.3K | $8.0M | 0.1% | +69.8% |
| Regal Investment Advisors LLC | Wealth advisor | 170.8K | $8.0M | 0.5% | +4.2% |
| Atlas Legacy Advisors, LLC | Wealth advisor | 164.3K | $7.7M | 1.4% | +9.7% |
| BOS Asset Management, LLC | Wealth advisor | 154.7K | $7.2M | 1.9% | +10.2% |
| Asset Allocation Strategies LLC | Wealth advisor | 153.2K | $7.2M | 1.3% | +28.1% |
| ROYAL BANK OF CANADA | Bank broker | 145.4K | $6.8M | 0.0% | +10.6% |
| IHT Wealth Management, LLC | Wealth advisor | 143.1K | $6.7M | 0.2% | +4.2% |
| Insight Wealth Partners, LLC | Wealth advisor | 141.7K | $6.6M | 2.7% | +7.3% |
| Curry Webb Wealth Management LLC | Wealth advisor | 134.4K | $6.3M | 3.0% | +42.7% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 132.5K | $6.2M | 0.8% | -12.9% |
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.