GTO Institutional Ownership & Shareholders
INVESCO TOTAL RETURN BOND ET (GTO) is currently held by 206 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.05B 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 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 $245.85M, representing an estimated loss of -3.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
206
Total Reported Value
$2.05B
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 | $245,853,538 | -$8,689,306 | -3.41% | |
| Bank Of America Corp | 0.02% | 5,060,480 | $237,184,709 | $229,087,930 | -$8,096,779 | -3.41% | |
| Envestnet Asset Management Inc | 0.04% | 3,690,727 | $172,984,356 | $167,079,211 | -$5,905,145 | -3.41% | |
| Osaic Holdings, Inc. | 0.16% | 2,841,584 | $133,189,580 | $128,638,508 | -$4,551,072 | -3.42% | |
| Invesco Ltd. | 0.01% | 1,889,850 | $88,577,269 | $85,553,510 | -$3,023,760 | -3.41% | |
| Cwm, Llc | 0.22% | 1,786,634 | $83,668,079 | $80,880,921 | -$2,787,158 | -3.33% | |
| Morgan Stanley | 0.00% | 1,700,539 | $79,704,308 | $76,983,401 | -$2,720,907 | -3.41% | |
| Private Advisor Group, Llc | 0.31% | 1,420,756 | $66,590,774 | $64,317,624 | -$2,273,150 | -3.41% | |
| Bank Of New York Mellon Corp | 0.01% | 1,332,787 | $62,467,699 | $60,335,267 | -$2,132,432 | -3.41% | |
| Brio Consultants, Llc | 6.87% | 1,250,499 | $58,610,880 | $56,610,090 | -$2,000,790 | -3.41% | |
| Rtd Financial Advisors, Inc. | 4.44% | 909,335 | $40,547,234 | $41,165,595 | +$618,361 | +1.53% | |
| Jones Financial Companies Lllp | 0.02% | 804,528 | $37,796,705 | $36,420,983 | -$1,375,722 | -3.64% | |
| Howard Financial Services, Ltd. | 3.74% | 801,013 | $35,717,176 | $36,261,859 | +$544,683 | +1.52% | |
| Raymond James Financial Inc | 0.01% | 698,589 | $32,742,891 | $31,625,124 | -$1,117,767 | -3.41% | |
| Dynamic Advisor Solutions Llc | 0.91% | 720,144 | $32,111,222 | $32,600,919 | +$489,697 | +1.53% | |
| Cetera Investment Advisers | 0.03% | 645,855 | $30,271,259 | $29,237,856 | -$1,033,403 | -3.41% | |
| Brookstone Capital Management | 0.24% | 547,471 | $24,411,741 | $24,784,012 | +$372,271 | +1.52% | |
| Petix & Botte Co | 4.81% | 510,124 | $23,909,456 | $23,093,313 | -$816,143 | -3.41% | |
| Northwest Financial Advisors | 3.13% | 521,320 | $23,245,676 | $23,600,156 | +$354,480 | +1.52% | |
| Commonwealth Financial Services, Llc | 3.97% | 497,423 | $22,180,082 | $22,518,339 | +$338,257 | +1.53% | |
| American Capital Advisory, Llc | 6.68% | 438,208 | $19,539,689 | $19,837,676 | +$297,987 | +1.53% | |
| Journey Strategic Wealth Llc | 0.44% | 380,778 | $17,831,811 | $17,237,820 | -$593,991 | -3.33% | |
| Mml Investors Services, Llc | 0.04% | 373,361 | $17,499,412 | $16,902,052 | -$597,360 | -3.41% | |
| Wells Fargo & Company/Mn | 0.00% | 357,563 | $16,758,959 | $16,186,877 | -$572,082 | -3.41% | |
| Kmg Fiduciary Partners, Llc | 1.48% | 340,047 | $15,162,690 | $15,393,928 | +$231,238 | +1.53% | |
| Rooted Wealth Advisors, Inc. | 3.71% | 323,263 | $15,151,337 | $14,634,116 | -$517,221 | -3.41% | |
| Simplicity Wealth,Llc | 0.43% | 332,141 | $14,810,166 | $15,036,023 | +$225,857 | +1.53% | |
| World Investment Advisors | 0.24% | 305,776 | $14,319,642 | $13,842,480 | -$477,162 | -3.33% | |
| Stewardship Advisors, Llc | 2.90% | 311,853 | $13,905,505 | $14,117,585 | +$212,080 | +1.53% | |
| Focus Financial Network, Inc. | 0.40% | 298,313 | $13,301,764 | $13,504,630 | +$202,866 | +1.53% | |
| Acima Private Wealth, Llc | 3.85% | 297,666 | $13,272,916 | $13,475,340 | +$202,424 | +1.53% | |
| Vestmark Advisory Solutions, Inc. | 0.12% | 282,743 | $13,252,185 | $12,799,776 | -$452,409 | -3.41% | |
| Ifg Advisory, Llc | 0.46% | 279,531 | $13,101,597 | $12,654,368 | -$447,229 | -3.41% | |
| Verus Capital Partners, Llc | 0.68% | 266,113 | $12,472,735 | $12,046,936 | -$425,799 | -3.41% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 252,255 | $11,823,188 | $11,419,584 | -$403,604 | -3.41% | |
| Newedge Advisors, Llc | 0.03% | 241,027 | $11,296,918 | $10,911,292 | -$385,626 | -3.41% | |
| Asset Allocation Strategies Llc | 1.65% | 246,751 | $11,002,647 | $11,170,418 | +$167,771 | +1.52% | |
| Integrity Wealth Advisors, Inc. | 5.34% | 230,655 | $10,284,947 | $10,441,752 | +$156,805 | +1.52% | |
| Ashton Thomas Securities, Llc | 1.08% | 228,149 | $10,173,164 | $10,328,305 | +$155,141 | +1.53% | |
| Beacon Financial Planning, Inc | 3.06% | 192,081 | $9,002,856 | $8,695,507 | -$307,349 | -3.41% | |
| Regal Investment Advisors Llc | 0.44% | 181,605 | $8,511,841 | $8,221,258 | -$290,583 | -3.41% | |
| Iht Wealth Management, Llc | 0.17% | 170,759 | $8,003,455 | $7,730,260 | -$273,195 | -3.41% | |
| Atlas Legacy Advisors, Llc | 1.18% | 169,600 | $7,949,152 | $7,677,792 | -$271,360 | -3.41% | |
| Bos Asset Management, Llc | 1.82% | 174,347 | $7,774,126 | $7,892,689 | +$118,563 | +1.53% | |
| Curry Webb Wealth Management Llc | 3.04% | 156,630 | $7,341,241 | $7,090,640 | -$250,601 | -3.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 158,189 | $7,074,193 | $7,161,216 | +$87,023 | +1.23% | |
| Baird Financial Group, Inc. | 0.01% | 146,948 | $6,887,453 | $6,652,336 | -$235,117 | -3.41% | |
| Cooper Financial Group | 0.54% | 152,767 | $6,811,878 | $6,915,762 | +$103,884 | +1.53% | |
| Integrated Wealth Concepts Llc | 0.04% | 143,525 | $6,727,013 | $6,497,377 | -$229,636 | -3.41% | |
| Total Clarity Wealth Management, Inc. | 1.29% | 147,616 | $6,582,199 | $6,682,576 | +$100,377 | +1.52% |
Frequently asked questions about GTO
Who are the largest institutional holders of GTO?
The largest institutional holders of GTO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Envestnet Asset Management Inc, Osaic Holdings, Inc., and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported GTO position.
What is GTO institutional ownership?
This page tracks GTO positions reported by institutional investment managers through SEC Form 13F. INVESCO TOTAL RETURN BOND ET (GTO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GTO?
InsiderSet currently tracks 206 institutional managers reporting GTO 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 GTO shareholders.
How much GTO stock do institutions own?
Institutional investment managers disclosed approximately $2.05B in GTO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GTO institutional ownership last updated?
The latest GTO 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 GTO 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 GTO position after the reporting date.
Are institutions buying or selling GTO?
Institutional buying and selling can be analyzed by comparing GTO positions across consecutive 13F reporting periods. InsiderSet's GTO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GTO ownership changes.
How has GTO institutional ownership changed over time?
InsiderSet tracks GTO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.