INVESCO TOTAL RETURN BOND ET (GTO) Institutional Shareholders
INVESCO TOTAL RETURN BOND ET (GTO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.10B in GTO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GTO tracked by InsiderSet, reporting ownership valued at approximately $254.54M 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 $246.75M, representing an estimated loss of -3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed GTO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INVESCO TOTAL RETURN BOND ET (GTO).
This page ranks the largest institutional GTO 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
204
Total Reported Value
$2.10B
Largest Holder
Lpl Financial Llc
Largest Position
$254.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 5,430,827 | $254,542,844 | $246,749,625 | -$7,793,219 | -3.06% | |
| Bank Of America Corp | 0.02% | 5,060,480 | $237,184,709 | $229,922,909 | -$7,261,800 | -3.06% | |
| Envestnet Asset Management Inc | 0.04% | 3,690,727 | $172,984,356 | $167,688,181 | -$5,296,175 | -3.06% | |
| Osaic Holdings, Inc. | 0.16% | 2,841,584 | $133,189,580 | $129,107,369 | -$4,082,211 | -3.06% | |
| Invesco Ltd. | 0.01% | 1,889,850 | $88,577,269 | $85,865,335 | -$2,711,934 | -3.06% | |
| Cwm, Llc | 0.22% | 1,786,634 | $83,668,079 | $81,175,716 | -$2,492,363 | -2.98% | |
| Morgan Stanley | 0.00% | 1,700,539 | $79,704,308 | $77,263,989 | -$2,440,319 | -3.06% | |
| Private Advisor Group, Llc | 0.31% | 1,420,756 | $66,590,774 | $64,552,049 | -$2,038,725 | -3.06% | |
| Bank Of New York Mellon Corp | 0.01% | 1,332,787 | $62,467,699 | $60,555,177 | -$1,912,522 | -3.06% | |
| Brio Consultants, Llc | 6.87% | 1,250,499 | $58,610,880 | $56,816,422 | -$1,794,458 | -3.06% | |
| Rtd Financial Advisors, Inc. | 4.43% | 866,849 | $40,629,194 | $39,385,284 | -$1,243,910 | -3.06% | |
| Jones Financial Companies Lllp | 0.02% | 804,528 | $37,796,705 | $36,553,730 | -$1,242,975 | -3.29% | |
| Howard Financial Services, Ltd. | 3.74% | 799,598 | $37,477,148 | $36,329,735 | -$1,147,413 | -3.06% | |
| Dynamic Advisor Solutions Llc | 0.93% | 700,663 | $32,840,064 | $31,834,623 | -$1,005,441 | -3.06% | |
| Raymond James Financial Inc | 0.01% | 698,589 | $32,742,891 | $31,740,391 | -$1,002,500 | -3.06% | |
| Commonwealth Financial Services, Llc | 4.25% | 675,575 | $31,664,185 | $30,694,750 | -$969,435 | -3.06% | |
| Cetera Investment Advisers | 0.03% | 645,855 | $30,271,259 | $29,344,422 | -$926,837 | -3.06% | |
| Northwest Financial Advisors | 3.32% | 531,961 | $24,933,006 | $24,169,648 | -$763,358 | -3.06% | |
| Petix & Botte Co | 4.81% | 510,124 | $23,909,456 | $23,177,484 | -$731,972 | -3.06% | |
| Brookstone Capital Management | 0.24% | 508,289 | $23,823,494 | $23,094,111 | -$729,383 | -3.06% | |
| American Capital Advisory, Llc | 7.34% | 429,003 | $20,107,391 | $19,491,751 | -$615,640 | -3.06% | |
| Journey Strategic Wealth Llc | 0.44% | 380,778 | $17,831,811 | $17,300,648 | -$531,163 | -2.98% | |
| Mml Investors Services, Llc | 0.04% | 373,361 | $17,499,412 | $16,963,657 | -$535,755 | -3.06% | |
| Wells Fargo & Company/Mn | 0.00% | 357,563 | $16,758,959 | $16,245,875 | -$513,084 | -3.06% | |
| Kwb Wealth | 1.41% | 352,169 | $16,506,170 | $16,000,799 | -$505,371 | -3.06% | |
| Kmg Fiduciary Partners, Llc | 1.52% | 348,756 | $16,346,183 | $15,845,729 | -$500,454 | -3.06% | |
| Rooted Wealth Advisors, Inc. | 3.71% | 323,263 | $15,151,337 | $14,687,454 | -$463,883 | -3.06% | |
| World Investment Advisors | 0.24% | 305,776 | $14,319,642 | $13,892,933 | -$426,709 | -2.98% | |
| Stewardship Advisors, Llc | 2.97% | 304,688 | $14,280,712 | $13,843,499 | -$437,213 | -3.06% | |
| Focus Financial Network, Inc. | 0.43% | 294,261 | $13,792,015 | $13,369,749 | -$422,266 | -3.06% | |
| Acima Private Wealth, Llc | 3.96% | 290,933 | $13,636,018 | $13,218,541 | -$417,477 | -3.06% | |
| Vestmark Advisory Solutions, Inc. | 0.12% | 282,743 | $13,252,185 | $12,846,428 | -$405,757 | -3.06% | |
| Ifg Advisory, Llc | 0.46% | 279,531 | $13,101,597 | $12,700,491 | -$401,106 | -3.06% | |
| Concurrent Investment Advisors, Llc | 0.11% | 271,276 | $12,714,697 | $12,325,425 | -$389,272 | -3.06% | |
| Verus Capital Partners, Llc | 0.68% | 266,113 | $12,472,735 | $12,090,844 | -$381,891 | -3.06% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 252,255 | $11,823,188 | $11,461,206 | -$361,982 | -3.06% | |
| Newedge Advisors, Llc | 0.03% | 241,027 | $11,296,918 | $10,951,062 | -$345,856 | -3.06% | |
| Asset Allocation Strategies Llc | 1.68% | 233,199 | $10,930,027 | $10,595,397 | -$334,630 | -3.06% | |
| Ashton Thomas Securities, Llc | 1.51% | 217,763 | $10,196,147 | $9,894,062 | -$302,085 | -2.96% | |
| Cooper Financial Group | 0.78% | 199,851 | $9,367,026 | $9,080,230 | -$286,796 | -3.06% | |
| Beacon Financial Planning, Inc | 3.06% | 192,081 | $9,002,856 | $8,727,200 | -$275,656 | -3.06% | |
| Richmond Investment Services, Llc | 2.79% | 187,970 | $8,810,131 | $8,540,417 | -$269,714 | -3.06% | |
| Integrity Wealth Advisors, Inc. | 5.17% | 183,966 | $8,615,141 | $8,358,495 | -$256,646 | -2.98% | |
| Regal Investment Advisors Llc | 0.44% | 181,605 | $8,511,841 | $8,251,223 | -$260,618 | -3.06% | |
| Iht Wealth Management, Llc | 0.17% | 170,759 | $8,003,455 | $7,758,435 | -$245,020 | -3.06% | |
| Atlas Legacy Advisors, Llc | 1.18% | 169,600 | $7,949,152 | $7,705,776 | -$243,376 | -3.06% | |
| Bos Asset Management, Llc | 1.77% | 162,897 | $7,634,982 | $7,401,225 | -$233,757 | -3.06% | |
| Axxcess Wealth Management, Llc | 0.12% | 161,241 | $7,557,366 | $7,325,985 | -$231,381 | -3.06% | |
| Curry Webb Wealth Management Llc | 3.04% | 156,630 | $7,341,241 | $7,116,484 | -$224,757 | -3.06% | |
| Baird Financial Group, Inc. | 0.01% | 146,948 | $6,887,453 | $6,676,582 | -$210,871 | -3.06% |
Frequently asked questions about GTO
Who owns the most GTO stock?
The largest holders of GTO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO TOTAL RETURN BOND ET (GTO).
Is GTO widely held by superinvestors?
Many widely followed stocks like GTO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GTO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.