GSY institutional holders

Invesco Ultra Short Duration ETF · 315 reporting institutions · $2.6B reported value

Funds that can replace GSY · GSY return decomposition

Institutional holdings

Institutions reporting GSY, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$342.9M23,4582026-06-30
Morgan Stanley$306.6M23,1852026-06-30
Wells Fargo & Company/mn$210.3M02026-06-30
Bank of America Corp /de$193.2M02026-06-30
UBS Group AG$105.9M02026-06-30
Bramshill Investments, LLC$99.7M02026-06-30
Cetera Investment Advisers$80.7M10,3702026-06-30
Capital Asset Advisory Services LLC$74.6M692026-06-30
Axxcess Wealth Management, LLC$74.1M382026-06-30
Raymond James Financial Inc$70.1M02026-06-30
Gradient Investments, LLC$51.9M312026-06-30
Envestnet Pmc$45.3M602026-06-30
Osaic Holdings, Inc.$39.5M02026-06-30
Royal Bank of Canada$34.2M02026-06-30
Gladstone Institutional Advisory LLC$29.2M1082026-06-30
Cwm, LLC$28.6M6672026-03-31
Ae Wealth Management LLC$24.8M4712026-06-30
Arax Advisory Partners$23.8M2322026-06-30
Huntington National Bank$23.7M02026-06-30
Cyndeo Wealth Partners$21M202026-06-30
Principal Securities, Inc.$16.9M1,4632026-06-30
Prairie Advisory, LLC$16.4M102026-06-30
Stifel Financial Corp$15.9M02026-06-30
Fifth Third Securities, Inc.$15.9M1,0142026-06-30
Jones Financial Companies LLLP$15.4M02026-06-30
Johnson Bixby & Associates, LLC$14.9M132026-06-30
Mutual Advisors, LLC$14.7M1532026-06-30
Rhp Wealth Management$14.6M52026-06-30
Kestra Advisory Services, LLC$13.8M1,4792026-06-30
Advocate Investing Services$13M52026-06-30
Guidance Capital, Inc.$13M82026-06-30
Concurrent Investment Advisors, LLC$12.5M3492026-06-30
Avestar Capital, LLC$12.5M132026-06-30
Advisory Services Network$11.8M2532026-06-30
Jpmorgan Chase & Co$11.8M02026-06-30
First Merchants Corp$11.6M02026-06-30
Creative Planning$11.6M1,1712026-06-30
Foronjy Financial$11.4M42026-06-30
Curry Webb Wealth Management LLC$11.4M52026-06-30
Lake Street Private Wealth, LLC$11.3M62026-06-30
Private Advisor Group, LLC$10.1M9272026-06-30
Flagship Harbor Advisors, LLC$9.9M602026-06-30
MML Investors Services, LLC$9.5M5,1202026-06-30
Wealth Intelligence, LLC$9.4M32026-06-30
Corecap Advisors, LLC$9.3M1182026-06-30
Capstone Wealth Management Group, LLC$9.2M02026-06-30
Retirement Capital Strategies, Inc.$8.7M22026-06-30
Greenleaf Trust$8.5M02026-06-30
1 North Wealth Services LLC$8.2M62026-06-30
Norris Financial Group, LLC$7.9M42026-06-30
Atria Investments, Inc$7.9M62026-06-30
&partners$6.9M5552026-06-30
Gotham Asset Management, LLC$6.9M52026-06-30
Pw Nova Financial Services LLC$6.4M62026-06-30
Bleakley Financial Group, LLC$6.3M1242026-06-30
Waverly Advisors, LLC$6.2M2312026-06-30
Wescap Management Group, Inc.$6.1M62026-06-30
Kingsview Wealth Management, LLC$5.9M1152026-06-30
Truist Financial Corp$5.7M02026-06-30
Heritage Oak Wealth Advisors LLC$5.6M52026-06-30
Daner Wealth Management, LLC$5.5M22026-06-30
Newedge Advisors$5.5M6012026-06-30
Sterling Financial Group, Inc.$5.4M02025-09-30
Beacon Investment Advisory Services, Inc.$5.3M312026-06-30
Commonwealth Equity Services, LLC$5.2M2,8632026-06-30
Truwealth Advisors, LLC$5.1M02026-03-31
Northwestern Mutual Wealth Management Co$5.1M02026-06-30
Redwood Financial Network Corp$5.1M82026-06-30
Advocacy Wealth Management, LLC$5.1M302026-06-30
Annex Advisory Services, LLC$5.1M982026-06-30
Lynx Capital Group Ltd /adv$4.9M12026-06-30
Hardworking Capital Advisors, LLC$4.8M22026-06-30
Gentrust, LLC$4.8M222026-06-30
Stratos Wealth Partners, Ltd.$4.4M3862026-06-30
Sanctuary Advisors, LLC$4.4M4012026-06-30
Bnp Paribas Financial Markets$3.9M02026-06-30
D.A. Davidson & Co.$3.9M6892026-06-30
Geowealth Management, LLC$3.4M02026-06-30
Trust Co$3.3M02026-06-30
Cambient Family Office, LLC$3.3M32026-06-30
Smartleaf Asset Management LLC$3.2M92026-06-30
Fifth Third Bancorp$3.2M02026-06-30
Ameriprise Financial Inc$3.2M02026-06-30
Equitable Holdings, Inc.$3.1M02026-06-30
Ameritas Advisory Services, LLC$3M5502026-06-30
Endowment Wealth Management, Inc.$3M132026-06-30
Sage Advisory Services, Ltd.co.$2.9M02026-06-30
Global View Capital Management LLC$2.5M1012026-06-30
Parsons Capital Management Inc/ri$2.5M142026-06-30
Duncker Streett & Co.$2.4M22026-06-30
Integrated Wealth Concepts LLC$2.3M4802026-06-30
Global Retirement Partners LLC$2.3M4912026-06-30
Belpointe Asset Management LLC$2.3M1702026-06-30
Strait & Sound Wealth Management LLC$2.2M82026-06-30
Sequoia Financial Group, LLC$2.2M2582026-06-30
Brown Financial Advisors$2.2M32026-06-30
9823 Capital, LP$2.2M32026-06-30
Regatta Capital Group, LLC$2.2M142026-06-30
Hub Investment Partners, LLC$2.1M1182026-06-30
Sovereign Financial Group, Inc.$2.1M232026-06-30
The Pitti Group Wealth Management, LLC$2.1M42026-06-30
Transcendent Capital Group$2.1M92026-06-30
Greatbanc Trust Co$2M02026-06-30
Barnes Wealth Management Group$2M72026-06-30
Oppenheimer & Co. Inc.$2M1,1662026-06-30
Legacy Solutions, LLC$2M32026-06-30
Ashton Thomas Private Wealth, LLC$2M962026-06-30
Impact Partnership Wealth, LLC$2M922026-06-30
Dynamic$1.9M752026-06-30
Virtue Capital Management, LLC$1.9M892026-06-30
Mariner, LLC$1.9M02026-06-30
Warwick Investment Management, Inc.$1.8M52026-06-30
United Advisor Group, LLC$1.8M582026-06-30
Cathy Pareto & Associates, Inc$1.8M52026-06-30
Mercer Global Advisors Inc /adv$1.8M02026-06-30
Private Trust Co NA$1.7M02026-06-30
Sowell Financial Services LLC$1.7M1082026-06-30
Independent Financial Group, LLC$1.6M4812026-06-30
Invesco Ltd.$1.6M02026-06-30
World Investment Advisors$1.5M3592026-06-30
Aqr Capital Management LLC$1.5M12026-06-30
Total Clarity Wealth Management, Inc.$1.5M222026-06-30
Bank of New York Mellon Corp$1.5M02026-06-30
Benjamin Edwards Inc$1.5M02026-06-30
Rockefeller Capital Management LP$1.4M3462026-06-30
Onedigital Investment Advisors LLC$1.4M3862026-06-30
Balefire, LLC$1.4M372026-06-30
Comerica Bank$1.3M02025-12-31
Yhb Investment Advisors, Inc.$1.2M182026-06-30
Ifp Advisors, Inc$1.2M3182026-06-30
Swmg, LLC$1.2M82026-06-30
Baird Financial Group, Inc.$1.2M02026-06-30
10elms LLP$1.2M42026-06-30
Beta Wealth Group, Inc.$1.2M32026-06-30
Condor Capital Management$1.2M172026-06-30
Paladin Partners, LLC$1.1M22026-06-30
Watts Gwilliam & Company, LLC$1.1M92025-09-30
Wealthstar Advisors, LLC$1.1M92026-06-30
Legacy Wealth Partners, LLC$1.1M92026-06-30
Westbourne Investments, Inc.$1.1M52026-06-30
Focus Financial$1.1M1212026-06-30
Novadius Wealth Management$1.1M62026-06-30
Focus Partners Wealth$1M1,0482026-06-30
Monon Wealth Management$1M72026-06-30
Capital Wealth Alliance, LLC$1M32026-06-30
O'Shaughnessy Asset Management, LLC$998K582026-06-30
Paladin Wealth, LLC$996.1K82026-06-30
Alphacore Capital LLC$961.3K692026-06-30
National Wealth Management Group, LLC$946.3K182026-06-30
Magnolia Capital Advisors LLC$924.7K162026-06-30
Fulcrum Wealth Management$919.7K52026-06-30
Octavia Wealth Advisors LLC$904.9K332026-06-30
Integrity Alliance, Llc.$883.4K3532026-06-30
CIBC Private Wealth Group LLC$866.1K02025-12-31
CIBC Bancorp USA Inc.$857.3K02026-06-30
Foundations Investment Advisors, LLC$856K3022026-06-30
Mattson Financial Services, LLC$843.9K92026-06-30
Hilltop Holdings Inc.$830.8K02026-06-30
Catalyst Private Wealth, LLC$802.6K52026-06-30
Intrepid Family Office LLC$752.3K02026-06-30
Farmers & Merchants Trust Co of Long Beach$749.3K02026-06-30
Lanark Financial, Inc.$746.7K692026-06-30
Newsquare Capital, LLC$746.6K62026-06-30
US Bancorp$742.2K02026-06-30
Accurate Wealth Management, LLC$736.5K492026-06-30
Legacy Wealth Managment, Llc/id$726.9K492026-06-30
Rfg Advisory, LLC$702.7K1912026-06-30
Perspective Wealth Advisors LLC$702.7K52026-06-30
Copley Financial Group, Inc.$697.9K102026-06-30
Citigroup Inc$686.5K02026-06-30
Petix & Botte Financial$684.4K32026-06-30
Tbh Global Asset Management, LLC$684.2K132026-06-30
Wagner Wealth Management, LLC$678.4K52026-06-30
Weatherly Asset Management L. P.$666K102026-06-30
World Equity Group, Inc.$643.8K562026-06-30
Capital Investment Advisory Services, LLC$641.3K1032026-06-30
Kingswood Wealth Advisors, LLC$616.4K1232026-06-30
Lionsbridge Wealth Management LLC$615.3K32026-06-30
Lido Advisors, LLC$612.8K3202026-06-30
Jackson Hole Capital Partners, LLC$612.4K02026-03-31
Mai Capital Management$608.6K3082026-06-30
J.W. Cole Advisors, Inc.$606.2K4992026-06-30
Intrua Financial, LLC$603.9K362026-06-30
Spirepoint Private Client, LLC$586.2K92026-06-30
Gateway Wealth Partners, LLC$584.1K1012026-06-30
Bright Futures Wealth Management, Llc.$580.5K142026-06-30
Montag$578.3K92026-06-30
Oaktrust Wealth Advisors, LLC$573K22026-06-30
Centerpoint Advisory Group$552.7K52026-06-30
National Bank of Canada /fi$536.3K02026-06-30
B. Riley Wealth Advisors, Inc.$531.1K1702026-06-30
Goldman Sachs Group Inc$521.6K02026-06-30
Ausdal Financial Partners, Inc.$516.1K1892026-06-30
Commerce Bank$512.4K02026-06-30
Pinnacle Associates, Ltd.$512K332026-06-30
Fig Financial Advisory Services Inc /adv$507.8K32026-06-30
Stonex Group Inc.$507.4K02026-06-30
International Assets Investment Management, LLC$505.9K1222026-06-30
Farther Finance Advisors, LLC$494.5K3342026-06-30
Cgc Financial Services, LLC$494.2K72026-06-30
Millington Securities, LLC$482.4K02026-03-31
Wealthspire Retirement, LLC$478.2K1462026-06-30
4j Wealth Management, LLC$471.7K42026-06-30
Private Client Services, LLC$462.5K662026-06-30
Detalus Advisors, LLC$458.9K132026-06-30
Kwb Wealth$450.8K102026-06-30
Blackdiamond Wealth Management, LLC$450.7K72026-06-30
Pfg Advisors$446.5K832026-06-30
Win Advisors, Inc$445K42026-06-30
Milestones Private Investment Advisors LLC$444.7K22026-06-30
Wbi Investments, LLC$439.6K32026-06-30
Collaborative Wealth Managment Inc.$434.3K132026-06-30
Fortis Capital Advisors, LLC$433K712026-06-30
Western Wealth Management, LLC$398.5K1122026-06-30
Advisory Solutions Group$384.1K422026-06-30
CIBC World Market Inc.$369.6K02026-06-30
Legacy Capital Wealth Partners, LLC$366.9K172026-06-30
Aptus Capital Advisors, LLC$361.1K212026-06-30
Wealth Advisory Team LLC$359.7K42026-06-30
Chicago Partners Investment Group LLC$355.8K572026-06-30
Avidian Wealth Enterprises, LLC$353.9K432026-06-30
Medallion Wealth Advisors, LLC$350.2K62026-06-30
Cypress Capital Group$346.5K02026-06-30
Davenport & Co LLC$344.8K3392026-06-30
Arkadios Wealth Advisors$337.5K2262026-06-30
Avior Wealth Management, LLC$337.1K692026-06-30
Peterson Wealth Services$331.9K42026-06-30
Susquehanna International Group, LLP$324K02026-06-30
Main Street Financial Solutions, LLC$322.7K412026-06-30
First Heartland Consultants, Inc.$319.6K992026-06-30
Safe Harbor Wealth Advisors, LLC$318.3K22025-12-31
Encompass More Asset Management$315.9K862026-06-30
Patton Albertson Miller Group, LLC$309.8K182026-06-30
Mgo One Seven LLC$308.5K1182026-06-30
Archer Investment Corp$303.3K782026-06-30
Zevin Asset Management, LLC$295.9K42026-06-30
Howard Wealth Management, LLC$293.8K22026-06-30
Wealthcare Advisory Partners LLC$292K1702026-06-30
Werba Rubin Papier Wealth Management, LLC$291.9K72026-06-30
Institute for Wealth Management, Llc.$288.9K132026-06-30
Foundation Wealth Management, LLC$269.7K42026-06-30
Insight Advisors, LLC/ PA$262.5K122026-06-30
Bank of Montreal /can$251.2K02026-06-30
Crux Wealth Advisors$249.9K92026-06-30
New Edge Wealth$235.7K1512026-06-30
Quantinno Capital Management LP$234.8K02026-06-30
Prospera Financial Services, Inc.$232.9K2702026-06-30
Gwn Securities Inc.$231.6K4492026-06-30
Koshinski Asset Management, Inc.$227.3K692026-06-30
Lineweaver Wealth Advisors, LLC$226.9K92026-06-30

The 250 largest of 315 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30