ETF Holders

Who owns GTO?

Bond

Invesco Total Return Bond ETF · Invesco

206 institutions reported holding GTO, worth $2.0B, in Form 13F filings for June 30, 2026.

13F holders
206
Institutional value
$2.0B
Change from prior quarter
+15.0%
+$263.9M, with price moves
New and sold-out firms
23 / 13
99 added, 60 trimmed

Top 10 institutional holders of GTO

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$254.5M5,430,827+605,670 shares
Bank of America Corp.Charlotte, NC$237.2M5,060,480+1,248,393 shares
Envestnet Asset Management Inc.Berwyn, PA$173.0M3,690,727+404,283 shares
Osaic Holdings, Inc.Scottsdale, AZ$133.2M2,841,584+179,363 shares
Invesco Ltd.Atlanta, GA$88.6M1,889,850−110,785 shares
Morgan StanleyNew York, NY$79.7M1,700,539+79,799 shares
Private Advisor Group, LLCMorristown, NJ$66.6M1,420,756+155,680 shares
Bank of New York Mellon CorpNew York, NY$62.5M1,332,787+1,675 shares
Brio Consultants, LLCSan Francisco, CA$58.6M1,250,499+56,556 shares
RTD Financial Advisors, Inc.Philadelphia, PA$40.6M866,849+27,755 shares
196 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns GTO?

206 institutional managers reported holding GTO in Form 13F filings for June 30, 2026, worth $2.0B in total. The largest reported position was held by LPL Financial LLC, at $254.5M.

Did institutions buy or sell GTO last quarter?

Reported 13F value rose 15.0% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 13 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is GTO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.