GTO

Invesco Total Return Bond EtETF
UnclassifiedUSCUSIP 46090A804◍ Confluence graph
Tracked 13F Holders
188
-35 QoQ
13F Value (tracked)
$1.8B
13F Moves · latest Q
33 added
13 trimmed
Recent Filings
0

Who owns GTO?

188 tracked 13F filers

188 tracked 13F filers disclose a position in GTO as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$226.0M
4.8M
+6.4%
Added · +291K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$178.5M
3.8M
+237%
Added · +2.7M sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$153.9M
3.3M
+9.9%
Added · +297K sh
Q1 2026
4OSAIC HOLDINGS, INC.
$124.6M
2.7M
−1.6%
Reduced · −44K sh
Q1 2026
5CWM, LLC
$83.7M
1.8M
−13%
Reduced · −274K sh
Q1 2026
6MORGAN STANLEY
$75.9M
1.6M
−5.9%
Reduced · −102K sh
Q1 2026
7Private Advisor Group, LLC
$66.6M
1.4M
+12%
Added · +156K sh
Q2 2026
8Bank of New York Mellon Corp
$62.3M
1.3M
+17%
Added · +192K sh
Q1 2026
9Brio Consultants, LLC
$58.6M
1.3M
+4.7%
Added · +57K sh
Q2 2026
10RTD Financial Advisors, Inc.
$40.6M
867K
+3.3%
Added · +28K sh
Q2 2026
11HOWARD FINANCIAL SERVICES, LTD.
$37.5M
800K
+4.0%
Added · +31K sh
Q2 2026
12Dynamic Advisor Solutions LLC
$32.8M
701K
+14%
Added · +84K sh
Q2 2026
13RAYMOND JAMES FINANCIAL INC
$31.8M
679K
+18%
Added · +104K sh
Q1 2026
14Commonwealth Financial Services, LLC
$31.7M
676K
New
+676K sh
Q2 2026
15Cetera Investment Advisers
$25.9M
554K
+14%
Added · +67K sh
Q1 2026
16Northwest Financial Advisors
$24.9M
532K
+587%
Added · +455K sh
Q2 2026
17Petix & Botte Co
$23.9M
510K
+4.2%
Added · +20K sh
Q2 2026
18JONES FINANCIAL COMPANIES LLLP
$22.4M
482K
+62%
Added · +185K sh
Q1 2026
19American Capital Advisory, LLC
$20.1M
429K
+9.4%
Added · +37K sh
Q2 2026
20JOURNEY STRATEGIC WEALTH LLC
$17.8M
381K
+5.0%
Added · +18K sh
Q1 2026
21MML INVESTORS SERVICES, LLC
$17.5M
373K
+31%
Added · +88K sh
Q2 2026
22KWB Wealth
$16.5M
352K
+41%
Added · +102K sh
Q2 2026
23KMG FIDUCIARY PARTNERS, LLC
$16.3M
349K
−7.9%
Reduced · −30K sh
Q2 2026
24WELLS FARGO & COMPANY/MN
$16.1M
344K
+11%
Added · +34K sh
Q1 2026
25Rooted Wealth Advisors, Inc.
$15.2M
323K
+11%
Added · +32K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is GTO being bought or sold by institutions?

Last quarter, 4 funds opened a new position in GTO and 29 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
29
funds
Reduced
13
funds
Exited
0
funds

Funds that own GTO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA86 funds$12.2B
APPLE INCAAPL86 funds$11.7B
MICROSOFT CORPMSFT86 funds$7.7B
AMAZON.COM INCAMZN86 funds$5.5B
ALPHABET INC-CL AGOOGL86 funds$4.4B
ALPHABET INC-CL CGOOG86 funds$3.6B
VANGUARD S&P 500 ETFVOO84 funds$5.6B
BROADCOM INCAVGO84 funds$4.2B
INVESCO QQQ TRUST SERIES 1QQQ84 funds$3.8B
META PLATFORMS INC-CLASS AMETA84 funds$2.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B84 funds$2.2B
TESLA INCTSLA84 funds$2.0B

Ranked by how many of GTO's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

137 funds+19 since Q3 2024
088175Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $706.3M

Share classes

Class13F holdersValue held
GSYmc286 funds$2.4B
GTOthis pagemc188 funds$1.8B
VRIGmc160 funds$806.0M
ICLOmc83 funds$301.5M
RSPAmc77 funds$228.1M
EFAAmc61 funds$230.1M
QQAmc60 funds$216.7M
PSRmc48 funds$23.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for GTO

Browse more

Build

Ask your agent what changed in GTO

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GTO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GTO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GTO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.