Who owns Invesco Total Return Bond ETF?
Institutional ownership of GTO from SEC Form 13F filings across 144 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
144
13F holders
$1.55B
value, 2026 filers
63.5%
of shares outstanding (33.3M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of GTO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.4M | $254.5M | 0.1% | 10.4% | +12.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 5.1M | $237.2M | 0.0% | 9.7% | +32.7% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 3.7M | $173.0M | 0.0% | 7% | +12.3% |
| 4 | OSAIC HOLDINGS, INC. | 2.8M | $133.2M | 0.2% | 5.4% | +6.7% |
| 5 | Invesco Ltd. | 1.9M | $88.6M | 0.0% | 3.6% | -5.5% |
| 6 | MORGAN STANLEY | 1.7M | $79.7M | 0.0% | 3.2% | +4.9% |
| 7 | Bank of New York Mellon Corp | 1.3M | $62.5M | 0.0% | 2.5% | +0.1% |
| 8 | JONES FINANCIAL COMPANIES LLLP | 804,528 | $37.8M | 0.0% | 1.5% | +66.9% |
| 9 | Dynamic Advisor Solutions LLC | 700,663 | $32.8M | 0.9% | 1.3% | +13.6% |
| 10 | RAYMOND JAMES FINANCIAL INC | 698,589 | $32.7M | 0.0% | 1.3% | +2.9% |
| 11 | Cetera Investment Advisers | 645,855 | $30.3M | 0.0% | 1.2% | +16.7% |
| 12 | Brookstone Capital Management | 508,289 | $23.8M | 0.2% | 1% | -0.1% |
| 13 | American Capital Advisory, LLC | 429,003 | $20.1M | 7.3% | 0.8% | +9.4% |
| 14 | HighTower Advisors, LLC | 402,684 | $18.9M | 0.0% | 0.8% | +28.1% |
| 15 | MML INVESTORS SERVICES, LLC | 373,361 | $17.5M | 0.0% | 0.7% | +30.6% |
| 16 | WELLS FARGO & COMPANY/MN | 357,563 | $16.8M | 0.0% | 0.7% | +4.0% |
| 17 | World Investment Advisors | 305,776 | $14.3M | 0.2% | 0.6% | -0.1% |
| 18 | Focus Financial Network, Inc. | 294,261 | $13.8M | 0.4% | 0.6% | +7.9% |
| 19 | Vestmark Advisory Solutions, Inc. | 282,743 | $13.3M | 0.1% | 0.5% | -0.8% |
| 20 | IFG Advisory, LLC | 279,531 | $13.1M | 0.5% | 0.5% | +16658.5% |
| 21 | Concurrent Investment Advisors, LLC | 271,276 | $12.7M | 0.1% | 0.5% | +58.3% |
| 22 | VERUS CAPITAL PARTNERS, LLC | 266,113 | $12.5M | 0.7% | 0.5% | +2.4% |
| 23 | Integrated Wealth Concepts LLC | 255,098 | $12.0M | 0.1% | 0.5% | +126.5% |
| 24 | Envestnet Portfolio Solutions, Inc. | 252,255 | $11.8M | 0.1% | 0.5% | +6.3% |
| 25 | NewEdge Advisors, LLC | 241,027 | $11.3M | 0.0% | 0.5% | +458.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.