Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q1 2024 (March 31)324holders
3famous investors
$106.45avg. 13F price*
At the end of Q1 2024, 324 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings. The largest holders were Morgan Stanley ($511.1M), LPL Financial LLC ($375.9M) and Envestnet Asset Management Inc. ($246.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Garp ETF
- CUSIP
- 46137V431
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $61.8M |
| Exits | 18 | $25.3M |
Ownership 324 holders
| Morgan Stanley | 0.04% | Reduce -5.7% | 4,799,725 | $511.1M |
| LPL Financial LLC | 0.20% | Add +6.0% | 3,529,968 | $375.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +18.5% | 2,313,390 | $246.4M |
| Fifth Third Bancorp | 0.54% | Add +6.4% | 1,296,714 | $138.1M |
| Bank of America Corp. | 0.01% | Reduce -16.8% | 1,266,383 | $134.9M |
| Retirement Planning Group, LLC | 9.99% | Reduce -0.2% | 1,225,179 | $130.5M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Add +0.3% | 1,169,341 | $124.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +25.7% | 704,761 | $75.1M |
| Silicon Valley Capital Partners | 10.97% | Reduce -21.4% | 690,346 | $73.5M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -20.6% | 687,997 | $73.3M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +9.2% | 608,542 | $64.8M |
| MML Investors Services, LLC | 0.26% | Add +13.5% | 600,017 | $63.9M |
| Wells Fargo & Company | 0.02% | Add +5.5% | 552,703 | $58.9M |
| Royal Bank of Canada | 0.01% | Add +4.0% | 528,739 | $56.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 431,080 | $45.9M |
| UBS Group AG | 0.02% | Add +18.4% | 430,441 | $45.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -5.1% | 417,223 | $44.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 389,483 | $41.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -24.9% | 372,272 | $39.7M |
| Raymond James & Associates | 0.02% | Add +12.9% | 335,710 | $35.7M |
| Stifel Financial Corp. | 0.03% | Add +34.2% | 269,218 | $28.7M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -43.6% | 267,693 | $28.5M |
| D'Orazio & Associates, Inc. | 4.08% | Add +9.4% | 237,929 | $25.3M |
| Affinity Wealth Management LLC | 4.63% | Add +0.8% | 234,447 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.38% | Add +25.0% | 213,277 | $22.7M |
| Avantax Advisory Services, Inc. | 0.19% | Reduce -4.0% | 205,782 | $21.9M |
| Howard Financial Services, LTD. | 3.76% | Add +12.8% | 204,668 | $21.8M |
| 49 Wealth Management, LLC | 4.61% | Add +14.2% | 201,201 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +12.1% | 193,808 | $20.6M |
| GeoWealth Management, LLC | 0.79% | Add +67.2% | 192,935 | $20.5M |
| Global Retirement Partners, LLC | 0.75% | Add +1.4% | 189,836 | $20.2M |
| Perennial Investment Advisors, LLC | 3.07% | Add +9.8% | 189,123 | $20.1M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +38.3% | 184,667 | $19.7M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +10.3% | 178,540 | $19.0M |
| HighTower Advisors, LLC | 0.03% | Add +7.0% | 170,795 | $18.2M |
| Cetera Investment Advisers | 0.04% | Add +102.6% | 166,094 | $17.7M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.6% | 147,715 | $15.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.7% | 147,399 | $15.7M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +13.3% | 145,583 | $15.5M |
| Cedar Wealth Management, LLC | 5.02% | Add +25.3% | 143,422 | $15.3M |
| Win Advisors, Inc. | 6.69% | New | 142,660 | $15.2M |
| Regal Investment Advisors LLC | 0.96% | Add +18.4% | 131,983 | $14.1M |
| Allworth Financial LP | 0.10% | Add +6.1% | 126,407 | $13.5M |
| Wealth Management Resources, Inc. | 3.66% | Add +4.3% | 122,813 | $13.1M |
| TrinityPoint Wealth, LLC | 2.15% | Add +7.3% | 122,149 | $13.0M |
| WESCAP Management Group, Inc. | 3.61% | Add +0.1% | 117,071 | $12.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -6.1% | 110,393 | $11.8M |
| Park Avenue Securities LLC | 0.15% | Add +25.5% | 109,068 | $11.6M |
| Prudential Financial Inc. | 0.02% | Add +33.7% | 107,843 | $11.5M |
| IFG Advisory, LLC | 0.85% | New | 106,848 | $11.4M |
| Longview Financial Advisors, Inc. | 8.13% | Add +0.5% | 101,734 | $10.8M |
| Planned Solutions, Inc. | 5.28% | Add +1.2% | 101,109 | $10.8M |
| Creative Planning | 0.01% | Add +5.1% | 96,359 | $10.3M |
| Principle Wealth Partners LLC | 0.78% | Add +11.2% | 93,855 | $10.0M |
| Equitable Holdings, Inc. | 0.11% | Reduce -11.6% | 92,660 | $9.9M |
| Darrow Company, Inc. | 6.40% | Add +22.6% | 91,824 | $9.8M |
| Financial Advocates Investment Management | 0.52% | Add +4.8% | 84,819 | $9.0M |
| Flagship Harbor Advisors, LLC | 0.57% | Add +42.6% | 83,983 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -26.6% | 81,297 | $8.7M |
| NewEdge Advisors, LLC | 0.08% | Reduce -4.1% | 80,894 | $8.6M |
| Money Concepts Capital Corp. | 0.79% | Reduce -15.3% | 80,598 | $8.6M |
| Spinnaker Trust | 0.53% | Add +25.9% | 77,368 | $8.2M |
| Mariner, LLC | 0.02% | Add +12.0% | 75,988 | $8.1M |
| Thoroughbred Financial Services, LLC | 0.77% | Reduce -4.0% | 75,557 | $8.0M |
| 1900 Wealth Management LLC | 0.73% | Reduce -3.7% | 75,433 | $8.0M |
| Liberty One Investment Management, LLC | 0.91% | Reduce -3.8% | 75,363 | $8.0M |
| Scarborough Advisors, LLC | 3.65% | Add +8.0% | 74,130 | $7.9M |
| Avaii Wealth Management, LLC | 4.24% | Add +2.5% | 67,875 | $7.2M |
| SteelPeak Wealth, LLC | 0.37% | Add +55.0% | 67,148 | $7.2M |
| Pine Harbor Wealth Management, LLC | 4.45% | Add +13.7% | 66,471 | $7.1M |
| Cozad Asset Management Inc. | 0.73% | Reduce -3.2% | 65,963 | $7.0M |
| Financial Designs Corp | 4.40% | New | 62,670 | $6.7M |
| WBH Advisory Inc. | 0.66% | Reduce -5.5% | 59,867 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.40% | Add +16.5% | 58,686 | $6.2M |
| Aveo Capital Partners, LLC | 0.66% | New | 59,920 | $6.1M |
| Prospera Financial Services Inc | 0.18% | Add +56.0% | 55,551 | $5.9M |
| Family Asset Management, LLC | 3.63% | Add +3.5% | 54,433 | $5.8M |
| Santori & Peters, Inc. | 2.37% | Reduce -0.7% | 51,408 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.32% | Add +0.9% | 51,289 | $5.5M |
| World Investment Advisors | 0.77% | Add +28.3% | 50,645 | $5.4M |
| AE Wealth Management LLC | 0.06% | Reduce -49.1% | 50,434 | $5.4M |
| Integrated Advisors Network LLC | 0.27% | Add +402.8% | 49,483 | $5.3M |
| Level Four Advisory Services, LLC | 0.28% | Add +1.3% | 52,579 | $5.2M |
| Synovus Financial Corp. | 0.07% | Add +10.2% | 47,596 | $5.1M |
| Geneos Wealth Management Inc. | 0.23% | Add +3.7% | 47,089 | $5.0M |
| Strategic Blueprint, LLC | 0.35% | Add +11.5% | 46,832 | $5.0M |
| Breakwater Capital Group | 1.25% | Add +2.1% | 46,811 | $5.0M |
| GC Wealth Management RIA, LLC | 0.97% | Add +9.3% | 45,681 | $4.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -53.8% | 45,544 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Reduce -8.6% | 44,478 | $4.7M |
| Fifth Third Securities, Inc. | 0.45% | Reduce -19.3% | 43,790 | $4.7M |
| Milestone Investment Advisors LLC | 1.23% | Reduce -11.9% | 42,989 | $4.6M |
| First United Bank & Trust | 1.62% | Add +8.8% | 41,092 | $4.4M |
| Trilogy Capital Inc. | 0.25% | Add +8.9% | 40,777 | $4.3M |
| Bison Wealth, LLC | 0.69% | Reduce -5.3% | 39,992 | $4.3M |
| Mutual Advisors, LLC | 0.13% | Add +1.2% | 38,316 | $4.1M |
| Csenge Advisory Group | 0.22% | Add +7.3% | 36,890 | $3.9M |
| Lionsbridge Wealth Management LLC | 3.02% | Reduce -0.3% | 36,633 | $3.9M |
| Lincoln National Corp. | 0.06% | Add +178.4% | 36,128 | $3.8M |
| Trademark Financial Management, LLC | 3.15% | Reduce -51.9% | 35,647 | $3.8M |
| Advisory Services Network, LLC | 0.08% | Add +31.9% | 34,491 | $3.7M |
| Claro Advisors Inc. | 0.61% | Reduce -5.5% | 32,764 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +2.5% | 32,114 | $3.4M |
| ERn Financial, LLC | 0.58% | Reduce -3.6% | 31,636 | $3.4M |
| Renaissance Technologies | 0.01% | Reduce -14.3% | 31,300 | $3.3M |
| Formidable Asset Management, LLC | 0.54% | New | 30,823 | $3.3M |
| First Heartland Consultants, Inc. | 0.33% | Add +25.2% | 29,564 | $3.1M |
| Johnson & White Wealth Management, LLC | 2.28% | Add +5.8% | 29,466 | $3.1M |
| Lifestyle Asset Management, Inc. | 1.80% | Reduce -10.1% | 28,548 | $3.0M |
| FinTrust Capital Advisors, LLC | 0.53% | Add +8.2% | 25,886 | $2.8M |
| Inspire Advisors, LLC | 0.38% | Reduce -6.7% | 25,586 | $2.7M |
| NWF Advisory Services Inc. | 0.46% | New | 25,572 | $2.7M |
| Sowell Financial Services LLC | 0.13% | Reduce -6.2% | 25,428 | $2.7M |
| Marks Group Wealth Management, Inc | 0.27% | No change | 23,892 | $2.5M |
| CSM Advisors, LLC | 0.17% | Add +47.5% | 23,600 | $2.5M |
| Hilltop Holdings Inc. | 0.28% | Add +0.1% | 23,541 | $2.5M |
| Citadel Advisors | 0.00% | Add +19.4% | 22,715 | $2.4M |
| Beacon Financial Planning, Inc. | 1.65% | Add +35.6% | 22,253 | $2.4M |
| Harbour Investments, Inc. | 0.08% | Add +12.7% | 20,819 | $2.2M |
| Alhambra Investment Management LLC | 1.17% | New | 20,063 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +6.5% | 19,280 | $2.1M |
| Eagle Strategies LLC | 0.45% | Reduce -92.0% | 18,836 | $2.0M |
| OneAscent Wealth Management LLC | 0.77% | Add +5.6% | 18,800 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +18.1% | 18,773 | $2.0M |
| Calton & Associates, Inc. | 0.93% | Reduce -6.9% | 17,921 | $1.9M |
| Comerica Bank | 0.01% | Reduce -48.5% | 17,753 | $1.9M |
| Baron Financial Group, LLC | 1.16% | Add +1.8% | 17,690 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 18,616 | $1.9M |
| Spectrum Wealth Advisory Group, LLC | 2.11% | Add +0.1% | 17,211 | $1.8M |
| Astoria Portfolio Advisors LLC. | 0.69% | Reduce -57.0% | 17,376 | $1.8M |
| Oxinas Partners, LLC | 1.15% | Add +2.0% | 16,640 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -3.2% | 16,621 | $1.8M |
| Andina Capital Management, LLC | 1.38% | Reduce -5.6% | 16,618 | $1.8M |
| Strategic Financial Concepts, LLC | 0.42% | Add +42.9% | 16,349 | $1.7M |
| Vima LLC | 2.00% | Reduce -8.5% | 20,315 | $1.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.05% | Reduce -34.0% | 16,262 | $1.7M |
| IAM Advisory, LLC | 0.47% | Reduce -0.5% | 16,207 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +124.6% | 15,964 | $1.7M |
| OneAscent Financial Services LLC | 0.18% | Reduce -0.8% | 15,593 | $1.7M |
| Founders Financial Securities LLC | 0.17% | Add +27.2% | 15,376 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -8.4% | 14,939 | $1.6M |
| Advisor Resource Council | 0.66% | Reduce -69.5% | 15,762 | $1.5M |
| Visionary Wealth Advisors | 0.10% | Add +37.4% | 14,468 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Add +14.8% | 14,257 | $1.5M |
| Magnus Financial Group LLC | 0.18% | Add +7.8% | 14,191 | $1.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.56% | Add +4.8% | 14,066 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +369.2% | 13,757 | $1.5M |
| Herold Advisors, Inc. | 0.35% | Reduce -3.4% | 13,588 | $1.4M |
| Financial Alternatives, Inc | 1.11% | Reduce -0.7% | 13,450 | $1.4M |
| Vontobel Holding Ltd. | 0.01% | Add +39.7% | 13,311 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.4% | 12,244 | $1.3M |
| Invst, LLC | 0.15% | Add +41.7% | 11,608 | $1.2M |
| CAP Partners, LLC | 1.05% | New | 11,215 | $1.2M |
| Nwam LLC | 0.09% | Add +54.8% | 11,241 | $1.2M |
| PFG Advisors | 0.08% | Reduce -19.1% | 10,800 | $1.2M |
| SFI Advisors, LLC | 0.90% | Add +11.7% | 10,728 | $1.1M |
| Sovereign Financial Group, Inc. | 0.30% | Add +71.0% | 10,657 | $1.1M |
| IFP Advisors, Inc | 0.05% | Reduce -0.9% | 10,584 | $1.1M |
| Merit Financial Group, LLC | 0.03% | Add +12.2% | 10,946 | $1.1M |
| Prostatis Group LLC | 0.41% | Add +0.4% | 10,102 | $1.1M |
| Oder Investment Management, LLC | 1.00% | Add +0.1% | 10,066 | $1.1M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -0.7% | 9,890 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | New | 9,869 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | No change | 9,762 | $1.0M |
| Bank of New Hampshire | 0.27% | Add +7.9% | 9,480 | $1.0M |
| Silver Oak Securities, Incorporated | 0.15% | New | 9,228 | $983K |
| IHT Wealth Management, LLC | 0.04% | Add +6.0% | 9,207 | $980K |
| Silverlake Wealth Management LLC | 0.48% | Add +37.6% | 8,805 | $938K |
| Spire Wealth Management | 0.02% | Add +1.4% | 8,704 | $927K |
| Cwm, LLC | 0.00% | Add +5283.1% | 8,613 | $917K |
| First Trust Direct Indexing L.P. | 0.07% | New | 8,484 | $903K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.8% | 8,431 | $898K |
| Ethos Financial Group, LLC | 0.17% | New | 8,175 | $871K |
| D. E. Shaw & Co. | 0.00% | Add +48.7% | 7,813 | $832K |
| Phraction Management LLC | 0.35% | Add +1.4% | 7,810 | $832K |
| Jacobi Capital Management LLC | 0.07% | Add +36.0% | 7,597 | $809K |
| Integral Investment Advisors, Inc. | 0.33% | New | 7,628 | $807K |
| Belpointe Asset Management LLC | 0.06% | Add +11.9% | 7,046 | $750K |
| CreativeOne Wealth, LLC | 0.03% | Add +17.1% | 6,945 | $740K |
| Investors Research Corp | 0.17% | Add +6.8% | 6,827 | $727K |
| Opal Wealth Advisors, LLC | 0.24% | Add +37.3% | 6,770 | $721K |
| Foundations Investment Advisors, LLC | 0.02% | New | 6,556 | $698K |
| Schrum Private Wealth Management LLC | 0.60% | No change | 6,241 | $665K |
| Institute for Wealth Management, LLC. | 0.08% | Add +3.5% | 6,105 | $650K |
| Jones Financial Companies LLLP | 0.00% | New | 6,026 | $642K |
| Strategic Wealth Partners, Ltd. | 0.07% | New | 5,974 | $636K |
| Creative Financial Designs Inc. | 0.06% | Reduce -1.0% | 5,926 | $631K |
| Ameritas Advisory Services, LLC | 0.03% | Add +19.6% | 6,099 | $614K |
| Redhawk Wealth Advisors, Inc. | 0.10% | New | 5,759 | $613K |
| High Note Wealth, LLC | 0.19% | Reduce -1.0% | 5,472 | $583K |
| Private Trust Co. NA | 0.06% | Reduce -22.6% | 5,236 | $558K |
| Manhattan West Asset Management, LLC | 0.13% | New | 5,221 | $556K |
| Austin Private Wealth, LLC | 0.06% | No change | 5,136 | $546K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Add +22.3% | 5,012 | $534K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +1.5% | 4,850 | $516K |
| Keystone Financial Group | 0.07% | New | 4,772 | $508K |
| Latitude Advisors, LLC | 0.31% | Reduce -52.6% | 4,723 | $503K |
| FMR LLC | 0.00% | Add +3.7% | 4,716 | $502K |
| Norris Financial Group, LLC | 0.28% | Reduce -25.8% | 4,715 | $502K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 4,580 | $488K |
| Barry Investment Advisors, LLC | 0.16% | Add +9.4% | 4,486 | $478K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 4,450 | $474K |
| Keeler Thomas Management LLC | 0.16% | Reduce -35.1% | 4,431 | $472K |
| Capital Advisory Group Advisory Services, LLC | 0.22% | No change | 4,348 | $463K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -23.1% | 4,325 | $461K |
| Jane Street Group, LLC | 0.00% | New | 4,168 | $444K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,000 | $426K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -29.9% | 3,945 | $420K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +9.9% | 3,918 | $417K |
| Hudock, Inc. | 0.09% | Reduce -86.8% | 3,698 | $394K |
| US Bancorp \de | 0.00% | Add +41.0% | 3,666 | $390K |
| Smith, Moore & Co. | 0.04% | Add +20.0% | 3,610 | $384K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -92.6% | 3,529 | $376K |
| Bank of Montreal | 0.00% | Add +65.2% | 3,516 | $375K |
| Lifeworks Advisors, LLC | 0.10% | Reduce -19.1% | 3,216 | $342K |
| LGT Financial Advisors LLC | 0.40% | Add +2.2% | 3,212 | $342K |
| Aspire Wealth Management Corp | 0.21% | Add +12.7% | 3,211 | $342K |
| Townsquare Capital LLC | 0.01% | New | 3,186 | $339K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -20.7% | 3,158 | $336K |
| Lion Street Advisors, LLC | 0.13% | No change | 3,325 | $326K |
| Tidemark, LLC | 0.18% | Add +3.4% | 3,017 | $321K |
| Detalus Advisors, LLC | 0.11% | Add +3.7% | 3,001 | $320K |
| Verum Partners LLC | 0.11% | Add +0.4% | 2,990 | $318K |
| Financial Sense Advisors, Inc. | 0.11% | New | 2,966 | $316K |
| Hartline Investment Corp./ | 0.05% | New | 2,914 | $310K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +38.6% | 2,914 | $310K |
| Park Place Capital Corp | 0.11% | Reduce -22.7% | 2,860 | $305K |
| RDA Financial Network | 0.10% | Add +8.6% | 2,848 | $303K |
| West Branch Capital LLC | 0.12% | Reduce -1.4% | 2,834 | $302K |
| Wharton Business Group, LLC | 0.01% | No change | 2,830 | $301K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -69.8% | 2,794 | $298K |
| HRC Wealth Management, LLC | 0.22% | New | 2,765 | $294K |
| Nvest Financial, LLC | 0.20% | Add +0.3% | 2,752 | $293K |
| Triangle Securities Wealth Management | 0.08% | Add +13.0% | 2,712 | $289K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,700 | $288K |
| WealthTrust Asset Management, LLC | 0.22% | Add +3.3% | 2,659 | $283K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +5.0% | 2,610 | $278K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 2,464 | $262K |
| Glass Jacobson Investment Advisors llc | 0.10% | New | 2,424 | $258K |
| Birchcreek Wealth Management, LLC | 0.13% | New | 2,373 | $253K |
| Diversify Advisory Services, LLC | 0.01% | — | 2,348 | $251K |
| Sard Wealth Management Group, LLC | 0.23% | No change | 2,346 | $250K |
| Old North State Wealth Management, LLC | 0.16% | Add +1.5% | 2,344 | $250K |
| Iams Wealth Management, LLC | 0.15% | Reduce -13.2% | 2,470 | $248K |
| Private Client Services, LLC | 0.17% | Add +0.3% | 2,321 | $247K |
| Essex Bank | 0.07% | No change | 2,500 | $245K |
| PFG Investments, LLC | 0.01% | Reduce -58.1% | 2,269 | $242K |
| Stonebrook Private Inc. | 0.07% | New | 2,223 | $237K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +8.6% | 2,292 | $231K |
| 9258 Wealth Management, LLC | 0.04% | New | 2,154 | $229K |
| Raymond James Trust N.A. | 0.01% | Reduce -55.7% | 2,131 | $227K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -85.6% | 2,110 | $225K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -9.9% | 2,013 | $214K |
| Fiduciary Family Office, LLC | 0.08% | New | 1,976 | $210K |
| Austin Asset Management Co Inc | 0.05% | New | 1,965 | $209K |
| EP Wealth Advisors, LLC | 0.00% | Add +63.5% | 1,962 | $209K |
| Collaborative Wealth Managment Inc. | 0.10% | New | 1,954 | $208K |
| Denver PWM, LLC | 0.08% | New | 1,967 | $207K |
| Keebeck Wealth Management | 0.03% | New | 1,924 | $205K |
| Mather Group, Llc. | 0.00% | New | 2,002 | $196K |
| Realta Investment Advisors | 0.03% | New | 1,486 | $158K |
| VitalStone Financial, LLC | 0.10% | New | 1,267 | $135K |
| BlackRock Inc. | 0.00% | Add +50.7% | 1,248 | $133K |
| Capital Analysts, LLC | 0.01% | No change | 1,234 | $131K |
| Fairway Wealth LLC | 0.09% | Add +42.3% | 1,215 | $129K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | New | 1,201 | $128K |
| Wagner Wealth Management, LLC | 0.04% | Reduce -25.6% | 1,165 | $124K |
| Barclays PLC | 0.00% | New | 997 | $106K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 922 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +110.0% | 836 | $89K |
| Archer Investment Corp | 0.02% | No change | 758 | $81K |
| HBC Financial Services, PLLC | 0.05% | Add +76.5% | 812 | $80K |
| First Command Advisory Services, Inc. | 0.00% | No change | 701 | $75K |
| Advisors Preferred, LLC | 0.01% | Add +9.4% | 699 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Add +83.4% | 695 | $74K |
| CoreCap Advisors, LLC | 0.00% | New | 675 | $72K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 623 | $66K |
| Highlander Capital Management, LLC | 0.03% | No change | 600 | $64K |
| ICA Group Wealth Management, LLC | 0.01% | Add +9.3% | 590 | $63K |
| Stephens Consulting, LLC | 0.02% | Reduce -9.6% | 586 | $62K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +0.2% | 483 | $51K |
| Sandy Spring Bank | 0.00% | New | 476 | $51K |
| Glassman Wealth Services | 0.01% | Add +4500.0% | 460 | $49K |
| Thompson Investment Management, Inc. | 0.01% | Add +23.3% | 445 | $47K |
| Signaturefd, LLC | 0.00% | No change | 423 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | New | 415 | $44K |
| IAG Wealth Partners, LLC | 0.01% | No change | 407 | $43K |
| Planning Capital Management Corp | 0.03% | No change | 355 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.7% | 331 | $35K |
| Gradient Investments LLC | 0.00% | Reduce -49.4% | 306 | $33K |
| Nemes Rush Group LLC | 0.00% | New | 300 | $32K |
| Pineridge Advisors LLC | 0.01% | New | 291 | $31K |
| Sound Income Strategies, LLC | 0.00% | New | 260 | $28K |
| Venturi Wealth Management, LLC | 0.00% | No change | 251 | $27K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -38.8% | 240 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | Add +135.0% | 235 | $25K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 229 | $24K |
| National Bank of Canada | 0.00% | No change | 230 | $24K |
| Kozak & Associates, Inc. | 0.01% | New | 223 | $23K |
| Blair William & Co. | 0.00% | Reduce -49.8% | 201 | $21K |
| Evermay Wealth Management LLC | 0.00% | New | 200 | $21K |
| Blue Trust, Inc. | 0.00% | New | 200 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 157 | $17K |
| Center for Financial Planning, Inc. | 0.00% | New | 132 | $14K |
| Dogwood Wealth Management LLC | 0.01% | No change | 115 | $12K |
| Davis Capital Management | 0.01% | No change | 101 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 100 | $10K |
| Tompkins Financial Corp. | 0.00% | New | 91 | $10K |
| MTM Investment Management, LLC | 0.00% | Reduce -20.4% | 70 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +140.0% | 60 | $6K |
| Founders Financial Alliance, LLC | 0.00% | New | 57 | $6K |
| Richardson Capital Management LLC | 0.00% | No change | 56 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 56 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 50 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 46 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -63.6% | 32 | $3K |
| Contravisory Investment Management, Inc. | 0.00% | New | 25 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 25 | $3K |
| Evolution Advisers, Inc. | 0.00% | No change | 18 | $2K |
| Operose Advisors LLC | 0.00% | New | 9 | $971 |
| BNP Paribas Financial Markets | 0.00% | New | 5 | $532 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $215 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 1 | $107 |
| MCF Advisors LLC | 0.00% | Reduce -99.4% | 1 | $96 |
"% of holder's portfolio" is SPGP's weight in each manager's 13F, not the share of Invesco S&P 500 Garp ETF the manager owns.