GSY Institutional Ownership & Shareholders
INVESCO ULTRA SHORT DURATION (GSY) is currently held by 280 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.54B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GSY tracked by InsiderSet, reporting ownership valued at approximately $342.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $342.13M, representing an estimated loss of -0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed GSY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO ULTRA SHORT DURATION (GSY).
This page ranks the largest institutional GSY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
280
Total Reported Value
$2.54B
Largest Holder
Lpl Financial Llc
Largest Position
$342.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 6,837,082 | $342,879,664 | $342,127,583 | -$752,081 | -0.22% | |
| Morgan Stanley | 0.02% | 6,114,134 | $306,623,847 | $305,951,265 | -$672,582 | -0.22% | |
| Wells Fargo & Company/Mn | 0.04% | 4,193,323 | $210,295,149 | $209,833,883 | -$461,266 | -0.22% | |
| Bank Of America Corp | 0.01% | 3,852,232 | $193,189,444 | $192,765,689 | -$423,755 | -0.22% | |
| Ubs Group Ag | 0.02% | 2,110,809 | $105,857,072 | $105,624,882 | -$232,190 | -0.22% | |
| Bramshill Investments, Llc | 7.63% | 1,988,756 | $99,736,138 | $99,517,350 | -$218,788 | -0.22% | |
| Capital Asset Advisory Services Llc | 2.89% | 1,698,639 | $84,847,032 | $84,999,896 | +$152,864 | +0.18% | |
| Cetera Investment Advisers | 0.07% | 1,608,588 | $80,670,716 | $80,493,744 | -$176,972 | -0.22% | |
| Raymond James Financial Inc | 0.02% | 1,397,820 | $70,100,672 | $69,946,913 | -$153,759 | -0.22% | |
| Johnson Bixby & Associates, Llc | 6.58% | 1,206,535 | $60,242,278 | $60,375,011 | +$132,733 | +0.22% | |
| Gradient Investments Llc | 0.74% | 1,034,881 | $51,671,624 | $51,785,445 | +$113,821 | +0.22% | |
| Envestnet Asset Management Inc | 0.01% | 903,256 | $45,298,282 | $45,198,930 | -$99,352 | -0.22% | |
| Kestra Advisory Services, Llc | 0.13% | 886,322 | $44,254,038 | $44,351,553 | +$97,515 | +0.22% | |
| Osaic Holdings, Inc. | 0.05% | 787,732 | $39,508,699 | $39,418,109 | -$90,590 | -0.23% | |
| Royal Bank Of Canada | 0.01% | 682,087 | $34,206,000 | $34,131,633 | -$74,367 | -0.22% | |
| Gladstone Institutional Advisory Llc | 0.92% | 581,585 | $29,166,511 | $29,102,513 | -$63,998 | -0.22% | |
| Cwm, Llc | 0.08% | 569,764 | $28,556,574 | $28,510,991 | -$45,583 | -0.16% | |
| Arax Advisory Partners | 0.16% | 473,790 | $23,760,528 | $23,708,452 | -$52,076 | -0.22% | |
| Huntington National Bank | 0.11% | 471,600 | $23,650,848 | $23,598,864 | -$51,984 | -0.22% | |
| Cyndeo Wealth Partners, Llc | 1.00% | 442,920 | $22,114,972 | $22,163,717 | +$48,745 | +0.22% | |
| Concurrent Investment Advisors, Llc | 0.15% | 427,064 | $21,323,328 | $21,370,283 | +$46,955 | +0.22% | |
| Janney Montgomery Scott Llc | 0.04% | 388,206 | $19,469,000 | $19,425,828 | -$43,172 | -0.22% | |
| Principal Securities, Inc. | 0.20% | 337,031 | $16,902,092 | $16,865,031 | -$37,061 | -0.22% | |
| Stifel Financial Corp | 0.01% | 317,484 | $15,921,906 | $15,886,899 | -$35,007 | -0.22% | |
| Jones Financial Companies Lllp | 0.01% | 306,638 | $15,371,763 | $15,344,166 | -$27,597 | -0.18% | |
| Fifth Third Securities, Inc. | 0.76% | 300,291 | $14,993,530 | $15,026,562 | +$33,032 | +0.22% | |
| Royal Harbor Partners, Llc | 4.57% | 298,888 | $14,923,478 | $14,956,356 | +$32,878 | +0.22% | |
| Mutual Advisors, Llc | 0.28% | 293,071 | $14,697,500 | $14,665,273 | -$32,227 | -0.22% | |
| Guidance Capital, Inc | 2.85% | 258,858 | $12,953,238 | $12,953,254 | +$16 | +0.00% | |
| Advocate Investing Services Llc | 9.69% | 247,596 | $12,362,471 | $12,389,704 | +$27,233 | +0.22% | |
| Randolph Co Inc | 1.04% | 241,739 | $12,070,028 | $12,096,620 | +$26,592 | +0.22% | |
| First Merchants Corp | 0.39% | 238,589 | $11,912,748 | $11,938,994 | +$26,246 | +0.22% | |
| Wealth Intelligence, Llc | 5.69% | 237,914 | $11,879,046 | $11,905,217 | +$26,171 | +0.22% | |
| Lake Street Private Wealth, Llc | 1.30% | 237,235 | $11,845,144 | $11,871,239 | +$26,095 | +0.22% | |
| Advisory Services Network, Llc | 0.13% | 234,449 | $11,757,642 | $11,731,828 | -$25,814 | -0.22% | |
| Jpmorgan Chase & Co | 0.00% | 234,394 | $11,754,859 | $11,729,076 | -$25,783 | -0.22% | |
| Curry Webb Wealth Management Llc | 4.71% | 226,685 | $11,368,238 | $11,343,317 | -$24,921 | -0.22% | |
| Creative Planning | 0.01% | 213,846 | $10,677,354 | $10,700,854 | +$23,500 | +0.22% | |
| Private Advisor Group, Llc | 0.05% | 200,903 | $10,075,307 | $10,053,186 | -$22,121 | -0.22% | |
| Flagship Harbor Advisors, Llc | 0.37% | 197,350 | $9,853,694 | $9,875,394 | +$21,700 | +0.22% | |
| Mml Investors Services, Llc | 0.02% | 190,017 | $9,529,374 | $9,508,451 | -$20,923 | -0.22% | |
| Foronjy Financial Llc | 3.31% | 188,610 | $9,417,301 | $9,438,044 | +$20,743 | +0.22% | |
| Capstone Wealth Management Group, Llc | 3.24% | 182,991 | $9,176,967 | $9,156,870 | -$20,097 | -0.22% | |
| Retirement Capital Strategies | 3.03% | 173,790 | $8,715,560 | $8,696,452 | -$19,108 | -0.22% | |
| Greenleaf Trust | 0.09% | 170,263 | $8,501,232 | $8,519,961 | +$18,729 | +0.22% | |
| 1 North Wealth Services Llc | 2.67% | 162,946 | $8,171,742 | $8,153,818 | -$17,924 | -0.22% | |
| Norris Financial Group, Llc | 3.14% | 157,181 | $7,882,631 | $7,865,337 | -$17,294 | -0.22% | |
| Avestar Capital, Llc | 0.64% | 148,911 | $7,435,126 | $7,451,506 | +$16,380 | +0.22% | |
| Transcendent Capital Group Llc | 2.92% | 144,854 | $7,232,535 | $7,248,494 | +$15,959 | +0.22% | |
| &Partners | 0.03% | 138,510 | $6,944,906 | $6,931,040 | -$13,866 | -0.20% |
Frequently asked questions about GSY
Who are the largest institutional holders of GSY?
The largest institutional holders of GSY reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, Bank Of America Corp, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported GSY position.
What is GSY institutional ownership?
This page tracks GSY positions reported by institutional investment managers through SEC Form 13F. INVESCO ULTRA SHORT DURATION (GSY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GSY?
InsiderSet currently tracks 280 institutional managers reporting GSY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GSY shareholders.
How much GSY stock do institutions own?
Institutional investment managers disclosed approximately $2.54B in GSY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GSY institutional ownership last updated?
The latest GSY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GSY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GSY position after the reporting date.
Are institutions buying or selling GSY?
Institutional buying and selling can be analyzed by comparing GSY positions across consecutive 13F reporting periods. InsiderSet's GSY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GSY ownership changes.
How has GSY institutional ownership changed over time?
InsiderSet tracks GSY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.