INVESCO ULTRA SHORT DURATION (GSY) Top Institutional Shareholders
INVESCO ULTRA SHORT DURATION (GSY) 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 $2.36B in GSY holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GSY tracked by InsiderSet, reporting ownership valued at approximately $323.95M in its March 31, 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 $324.47M, representing an estimated gain of +0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
290
Total Reported Value
$2.36B
Largest Holder
Lpl Financial Llc
Largest Position
$323.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.09% | 6,463,536 | $323,952,430 | $324,469,507 | +$517,077 | +0.16% | |
| Morgan Stanley | 0.02% | 5,490,523 | $275,185,067 | $275,624,255 | +$439,188 | +0.16% | |
| Wells Fargo & Company/Mn | 0.04% | 4,129,415 | $206,966,301 | $207,296,633 | +$330,332 | +0.16% | |
| Bank Of America Corp | 0.01% | 2,893,767 | $145,035,584 | $145,267,103 | +$231,519 | +0.16% | |
| Bramshill Investments, Llc | 8.55% | 1,980,530 | $99,264,164 | $99,422,606 | +$158,442 | +0.16% | |
| Ubs Group Ag | 0.02% | 1,824,646 | $91,451,257 | $91,597,229 | +$145,972 | +0.16% | |
| Capital Asset Advisory Services Llc | 2.82% | 1,468,130 | $73,567,981 | $73,700,126 | +$132,145 | +0.18% | |
| Axxcess Wealth Management, Llc | 2.31% | 1,435,698 | $71,957,180 | $72,072,040 | +$114,860 | +0.16% | |
| Cetera Investment Advisers | 0.07% | 1,377,756 | $69,053,137 | $69,163,351 | +$110,214 | +0.16% | |
| Raymond James Financial Inc | 0.02% | 1,238,290 | $62,063,103 | $62,162,158 | +$99,055 | +0.16% | |
| Osaic Holdings, Inc. | 0.09% | 1,170,470 | $58,664,850 | $58,757,594 | +$92,744 | +0.16% | |
| Gradient Investments Llc | 0.72% | 1,034,198 | $51,865,008 | $51,916,740 | +$51,732 | +0.10% | |
| Independent Advisor Alliance | 0.43% | 807,000 | $40,446,851 | $40,511,400 | +$64,549 | +0.16% | |
| Envestnet Asset Management Inc | 0.01% | 635,684 | $31,860,502 | $31,911,337 | +$50,835 | +0.16% | |
| Cwm, Llc | 0.08% | 569,764 | $28,556,574 | $28,602,153 | +$45,579 | +0.16% | |
| Royal Bank Of Canada | 0.01% | 529,112 | $26,519,000 | $26,561,422 | +$42,422 | +0.16% | |
| Gladstone Institutional Advisory Llc | 0.87% | 468,184 | $23,465,415 | $23,502,837 | +$37,422 | +0.16% | |
| Huntington National Bank | 0.13% | 457,764 | $22,943,130 | $22,979,753 | +$36,623 | +0.16% | |
| Independent Financial Group, Llc | 0.25% | 403,583 | $20,262,201 | $20,259,867 | -$2,334 | -0.01% | |
| Cyndeo Wealth Partners, Llc | 1.06% | 403,445 | $20,220,652 | $20,252,939 | +$32,287 | +0.16% | |
| Arax Advisory Partners | 0.47% | 332,046 | $16,642,160 | $16,668,709 | +$26,549 | +0.16% | |
| Stifel Financial Corp | 0.02% | 329,593 | $16,519,195 | $16,545,569 | +$26,374 | +0.16% | |
| Principal Securities, Inc. | 0.23% | 317,052 | $15,890,667 | $15,916,010 | +$25,343 | +0.16% | |
| Avestar Capital, Llc | 1.02% | 297,977 | $14,934,607 | $14,958,445 | +$23,838 | +0.16% | |
| Johnson Bixby & Associates, Llc | 1.82% | 292,477 | $14,658,923 | $14,682,345 | +$23,422 | +0.16% | |
| Private Advisor Group, Llc | 0.07% | 286,177 | $14,343,170 | $14,366,085 | +$22,915 | +0.16% | |
| Royal Harbor Partners, Llc | 4.83% | 284,459 | $14,257,085 | $14,279,842 | +$22,757 | +0.16% | |
| Mutual Advisors, Llc | 0.30% | 277,048 | $13,885,654 | $13,907,810 | +$22,156 | +0.16% | |
| Advocate Investing Services Llc | 11.47% | 270,079 | $13,536,377 | $13,557,966 | +$21,589 | +0.16% | |
| Fifth Third Securities, Inc. | 0.84% | 258,289 | $12,945,445 | $12,966,108 | +$20,663 | +0.16% | |
| Mml Investors Services, Llc | 0.04% | 252,930 | $12,676,860 | $12,697,086 | +$20,226 | +0.16% | |
| Guidance Capital, Inc | 2.81% | 249,418 | $12,510,817 | $12,520,784 | +$9,967 | +0.08% | |
| First Merchants Corp | 0.46% | 243,677 | $12,213,091 | $12,232,585 | +$19,494 | +0.16% | |
| Concurrent Investment Advisors, Llc | 0.13% | 228,397 | $11,447,227 | $11,465,529 | +$18,302 | +0.16% | |
| Foronjy Financial Llc | 4.53% | 217,516 | $10,901,894 | $10,919,303 | +$17,409 | +0.16% | |
| Lake Street Private Wealth, Llc | 1.34% | 210,310 | $10,540,737 | $10,557,562 | +$16,825 | +0.16% | |
| Flagship Harbor Advisors, Llc | 0.42% | 189,324 | $9,488,898 | $9,504,065 | +$15,167 | +0.16% | |
| Jones Financial Companies Lllp | 0.00% | 188,125 | $9,423,181 | $9,443,875 | +$20,694 | +0.22% | |
| Capstone Wealth Management Group, Llc | 3.92% | 186,611 | $9,352,920 | $9,367,872 | +$14,952 | +0.16% | |
| Corecap Advisors, Llc | 0.27% | 184,812 | $9,268,322 | $9,277,562 | +$9,240 | +0.10% | |
| Greenleaf Trust | 0.09% | 175,421 | $8,792,101 | $8,806,134 | +$14,033 | +0.16% | |
| Retirement Capital Strategies | 3.25% | 171,792 | $8,610,215 | $8,623,958 | +$13,743 | +0.16% | |
| Advisory Services Network, Llc | 0.11% | 168,651 | $8,452,784 | $8,466,280 | +$13,496 | +0.16% | |
| Medallion Wealth Advisors, Llc | 0.57% | 160,610 | $8,152,475 | $8,062,622 | -$89,853 | -1.10% | |
| 1 North Wealth Services Llc | 2.78% | 153,337 | $7,685,250 | $7,697,517 | +$12,267 | +0.16% | |
| Wealth Intelligence, Llc | 3.33% | 138,190 | $6,926,083 | $6,937,138 | +$11,055 | +0.16% | |
| Kestra Advisory Services, Llc | 0.03% | 137,792 | $6,906,137 | $6,917,158 | +$11,021 | +0.16% | |
| Creative Planning | 0.00% | 137,217 | $6,877,299 | $6,888,293 | +$10,994 | +0.16% | |
| Gotham Asset Management, Llc | 0.02% | 136,681 | $6,850,452 | $6,861,386 | +$10,934 | +0.16% | |
| Bleakley Financial Group, Llc | 0.10% | 130,598 | $6,545,572 | $6,556,020 | +$10,448 | +0.16% |
Frequently asked questions about GSY
Who owns the most GSY stock?
The largest holders of GSY 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 ULTRA SHORT DURATION (GSY).
Is GSY widely held by superinvestors?
Many widely followed stocks like GSY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GSY 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.