Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q3 2024 (September 30)324holders −16
26new positions
42sold out
2famous investors
$104.63avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 16 from Q2 2024. 26 opened new positions and 42 sold out. The largest holders were Morgan Stanley ($417.9M), LPL Financial LLC ($353.2M) and Raymond James Financial Services Advisors, Inc. ($146.4M). 2 famous investors held it, including 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $17.6M |
| Exits | 42 | $91.0M |
All 13F filers, Q2 2024 → Q3 2024: 871,143 shares bought and 6,802,087 shares sold, net −5,930,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Morgan Stanley | 0.03% | Reduce -12.3% | 3,992,259 | $417.9M |
| LPL Financial LLC | 0.16% | Reduce -7.3% | 3,374,367 | $353.2M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +0.7% | 1,398,397 | $146.4M |
| Bank of America Corp. | 0.01% | Reduce -7.5% | 1,344,834 | $140.8M |
| Fifth Third Bancorp | 0.48% | Reduce -3.0% | 1,274,526 | $133.4M |
| Retirement Planning Group, LLC | 7.24% | Add +1.0% | 1,269,426 | $132.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +0.4% | 785,446 | $82.2M |
| Silicon Valley Capital Partners | 7.24% | Reduce -24.5% | 531,547 | $55.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -78.5% | 480,300 | $50.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -23.2% | 445,470 | $46.6M |
| Raymond James & Associates | 0.03% | Add +8.6% | 428,511 | $44.9M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.1% | 422,236 | $44.2M |
| UBS Group AG | 0.01% | Reduce -3.1% | 399,819 | $41.8M |
| Wells Fargo & Company | 0.01% | Reduce -9.6% | 324,705 | $34.0M |
| Osaic Holdings, Inc. | 0.07% | Reduce -21.8% | 277,225 | $29.0M |
| Howard Financial Services, LTD. | 4.17% | Add +11.8% | 275,817 | $28.9M |
| Royal Bank of Canada | 0.01% | Reduce -48.5% | 264,931 | $27.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.9% | 253,398 | $27.3M |
| Stifel Financial Corp. | 0.03% | Reduce -6.7% | 257,801 | $27.0M |
| D'Orazio & Associates, Inc. | 3.72% | Reduce -4.3% | 249,712 | $26.1M |
| Armstrong Advisory Group, Inc. | 2.10% | Add +7.3% | 242,332 | $25.4M |
| HighTower Advisors, LLC | 0.04% | Add +22.6% | 239,668 | $25.1M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +3.7% | 227,668 | $23.8M |
| Perennial Investment Advisors, LLC | 2.80% | Add +4.9% | 205,643 | $21.5M |
| Avantax Advisory Services, Inc. | 0.14% | Add +6.5% | 205,396 | $21.5M |
| Global Retirement Partners, LLC | 0.65% | Add +1.6% | 204,685 | $21.4M |
| Wealthcare Advisory Partners LLC | 0.52% | Add +1.1% | 173,931 | $18.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -66.3% | 163,822 | $17.1M |
| TrinityPoint Wealth, LLC | 2.41% | Add +21.1% | 160,391 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.3% | 159,086 | $16.7M |
| Stadion Money Management, LLC | 1.18% | Add +13.3% | 149,460 | $15.6M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.2% | 146,476 | $15.3M |
| Cedar Wealth Management, LLC | 4.70% | Add +0.1% | 144,766 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -47.7% | 141,110 | $14.8M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -15.4% | 130,726 | $13.7M |
| Investment Planning Advisors, Inc. | 6.45% | No change | 123,079 | $12.7M |
| MML Investors Services, LLC | 0.05% | Reduce -78.2% | 119,802 | $12.5M |
| WESCAP Management Group, Inc. | 3.10% | Reduce -0.2% | 118,331 | $12.4M |
| Wealth Management Resources, Inc. | 4.93% | Reduce -4.3% | 117,512 | $12.3M |
| Truist Financial Corp. | 0.02% | Reduce -9.5% | 115,741 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -15.7% | 114,549 | $12.0M |
| Cetera Investment Advisers | 0.03% | Reduce -36.7% | 109,944 | $11.5M |
| Principle Wealth Partners LLC | 0.81% | Add +2.2% | 109,820 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.9% | 107,823 | $11.3M |
| Planned Solutions, Inc. | 4.42% | Add +2.1% | 103,766 | $10.9M |
| Longview Financial Advisors, Inc. | 7.85% | Add +0.9% | 102,401 | $10.7M |
| GeoWealth Management, LLC | 0.37% | Add +1481.8% | 101,264 | $10.6M |
| Pine Harbor Wealth Management, LLC | 5.23% | Add +49.6% | 100,414 | $10.5M |
| Darrow Company, Inc. | 5.95% | Add +6.0% | 97,824 | $10.2M |
| Creative Planning | 0.01% | Reduce -6.0% | 91,157 | $9.5M |
| Flagship Harbor Advisors, LLC | 0.52% | Add +3.7% | 91,014 | $9.5M |
| NewEdge Advisors, LLC | 0.06% | Add +8.2% | 86,496 | $9.1M |
| Financial Advocates Investment Management | 0.51% | Add +1.9% | 85,353 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -24.7% | 82,164 | $8.6M |
| Thoroughbred Financial Services, LLC | 0.53% | Reduce -9.4% | 78,845 | $8.3M |
| GTS Securities LLC | 0.16% | Add +526.4% | 73,905 | $7.7M |
| Liberty One Investment Management, LLC | 0.75% | Reduce -1.7% | 69,929 | $7.3M |
| Eagle Strategies LLC | 1.29% | Reduce -24.5% | 68,051 | $7.1M |
| Financial Designs Corp | 4.48% | Add +5.8% | 66,381 | $6.9M |
| Money Concepts Capital Corp. | 0.53% | Reduce -15.4% | 66,097 | $6.9M |
| SteelPeak Wealth, LLC | 0.31% | Add +1.4% | 65,859 | $6.9M |
| Allworth Financial LP | 0.04% | Reduce -6.3% | 65,632 | $6.9M |
| 1900 Wealth Management LLC | 0.58% | Reduce -2.8% | 65,131 | $6.8M |
| Jones Financial Companies LLLP | 0.01% | Add +83.7% | 62,565 | $6.6M |
| Equitable Holdings, Inc. | 0.06% | Reduce -31.6% | 62,014 | $6.5M |
| Cozad Asset Management Inc. | 0.59% | Reduce -14.4% | 59,341 | $6.2M |
| Strategic Blueprint, LLC | 0.37% | Add +21.8% | 57,309 | $6.0M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.2% | 55,041 | $5.8M |
| AE Wealth Management LLC | 0.05% | Add +1419.7% | 54,087 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -57.1% | 50,764 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -31.7% | 51,031 | $5.3M |
| Santori & Peters, Inc. | 2.09% | Add +0.3% | 50,280 | $5.3M |
| Synovus Financial Corp. | 0.06% | Add +2.2% | 50,139 | $5.2M |
| Alhambra Investment Management LLC | 2.65% | Add +37.5% | 48,786 | $5.1M |
| GC Wealth Management RIA, LLC | 0.83% | Reduce -0.2% | 45,555 | $4.8M |
| First United Bank & Trust | 1.71% | Add +3.5% | 45,503 | $4.8M |
| Regal Investment Advisors LLC | 0.32% | Reduce -68.4% | 43,981 | $4.6M |
| Breakwater Capital Group | 0.93% | Reduce -7.1% | 43,963 | $4.6M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -5.1% | 43,723 | $4.6M |
| World Investment Advisors | 0.14% | Add +0.9% | 43,488 | $4.6M |
| Trilogy Capital Inc. | 0.22% | Add +0.8% | 42,143 | $4.4M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -10.3% | 42,061 | $4.4M |
| Citadel Advisors | 0.00% | Add +202.4% | 41,196 | $4.3M |
| Advisory Services Network, LLC | 0.09% | No change | 41,662 | $4.3M |
| Modern Wealth Management, LLC | 0.23% | New | 35,907 | $3.8M |
| Csenge Advisory Group | 0.19% | Reduce -6.5% | 34,563 | $3.7M |
| Johnson & White Wealth Management, LLC | 3.18% | Add +7.8% | 35,250 | $3.7M |
| Milestone Investment Advisors LLC | 1.02% | Reduce -3.5% | 34,911 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.3% | 32,751 | $3.4M |
| ERn Financial, LLC | 0.52% | Add +1.8% | 32,381 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Add +2.5% | 31,808 | $3.3M |
| Hudock, Inc. | 0.55% | Add +3.0% | 30,326 | $3.2M |
| Lionsbridge Wealth Management LLC | 2.29% | Reduce -23.9% | 27,723 | $2.9M |
| Clearstead Advisors, LLC | 0.04% | Add +33.8% | 27,588 | $2.9M |
| CHB Investment Group, LLC | 1.43% | — | 25,680 | $2.7M |
| NWF Advisory Services Inc. | 0.39% | Add +0.2% | 25,670 | $2.7M |
| Beacon Financial Planning, Inc. | 1.64% | Reduce -4.0% | 25,361 | $2.7M |
| Hilltop Holdings Inc. | 0.17% | Add +10.4% | 24,774 | $2.6M |
| Calton & Associates, Inc. | 0.99% | Add +27.3% | 24,663 | $2.6M |
| Marks Group Wealth Management, Inc | 0.24% | No change | 23,892 | $2.5M |
| Inspire Advisors, LLC | 0.30% | Reduce -4.2% | 23,696 | $2.5M |
| CSM Advisors, LLC | 0.16% | No change | 23,600 | $2.5M |
| FinTrust Capital Advisors, LLC | 0.40% | Reduce -17.5% | 22,491 | $2.4M |
| Elevation Capital Advisory, LLC | 1.03% | New | 22,207 | $2.3M |
| Nwam LLC | 0.14% | New | 21,737 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +5.3% | 21,533 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +2.7% | 20,504 | $2.1M |
| Founders Financial Securities LLC | 0.20% | Add +4.1% | 20,428 | $2.1M |
| Aveo Capital Partners, LLC | 0.22% | Reduce -47.0% | 20,119 | $2.1M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -44.7% | 18,951 | $2.0M |
| Transcend Capital Advisors, LLC | 0.13% | Add +2.4% | 18,358 | $1.9M |
| Baron Financial Group, LLC | 1.16% | Reduce -0.5% | 18,187 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | New | 18,158 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +0.1% | 17,694 | $1.9M |
| 49 Wealth Management, LLC | 0.30% | Reduce -37.3% | 17,327 | $1.8M |
| Visionary Wealth Advisors | 0.11% | Add +8.5% | 17,298 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.7% | 17,163 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -79.3% | 17,077 | $1.8M |
| CAP Partners, LLC | 1.31% | Add +7.6% | 16,802 | $1.8M |
| Sovereign Financial Group, Inc. | 0.41% | Add +28.9% | 16,790 | $1.8M |
| Spectrum Wealth Advisory Group, LLC | 0.97% | Reduce -2.7% | 16,515 | $1.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.47% | Add +6.7% | 15,516 | $1.6M |
| Vima LLC | 3.28% | Reduce -22.3% | 15,275 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +520.1% | 15,241 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | New | 14,957 | $1.6M |
| Family Asset Management, LLC | 0.93% | Reduce -69.2% | 14,735 | $1.5M |
| IAM Advisory, LLC | 0.38% | Reduce -11.5% | 14,354 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +43.3% | 14,163 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Reduce -65.2% | 14,124 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +6.4% | 13,793 | $1.4M |
| Financial Alternatives, Inc | 0.99% | No change | 13,450 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -59.3% | 13,383 | $1.4M |
| Hobbs Group Advisors, LLC | 0.49% | Reduce -31.1% | 13,193 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -17.5% | 13,160 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.47% | Add +4.5% | 12,802 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -59.4% | 13,034 | $1.4M |
| Belpointe Asset Management LLC | 0.08% | Add +62.6% | 12,987 | $1.4M |
| Bison Wealth, LLC | 0.21% | Reduce -67.9% | 12,829 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -39.3% | 12,819 | $1.3M |
| WBH Advisory Inc. | 0.13% | Reduce -75.2% | 12,717 | $1.3M |
| Integral Investment Advisors, Inc. | 0.36% | Add +0.0% | 12,592 | $1.3M |
| Schrum Private Wealth Management LLC | 0.68% | Add +100.0% | 12,482 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.8% | 12,469 | $1.3M |
| ORG Partners LLC | 0.20% | No change | 12,103 | $1.3M |
| Avaii Wealth Management, LLC | 0.63% | Reduce -82.6% | 11,970 | $1.3M |
| Prostatis Group LLC | 0.41% | Reduce -3.2% | 11,910 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | No change | 11,450 | $1.2M |
| Oxinas Partners, LLC | 0.71% | Reduce -1.8% | 11,069 | $1.2M |
| Optivise Advisory Services LLC | 0.59% | Reduce -0.1% | 10,714 | $1.1M |
| Oder Investment Management, LLC | 0.93% | Reduce -1.5% | 10,285 | $1.1M |
| SFI Advisors, LLC | 0.77% | Reduce -3.3% | 10,270 | $1.1M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +490.7% | 10,054 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -32.8% | 9,952 | $1.0M |
| Andina Capital Management, LLC | 0.74% | Reduce -9.5% | 9,279 | $971K |
| Bank of New Hampshire | 0.24% | Reduce -2.6% | 9,230 | $966K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 9,112 | $954K |
| First Heartland Consultants, Inc. | 0.10% | Reduce -80.7% | 8,966 | $938K |
| Bank of New York Mellon Corp | 0.00% | New | 8,756 | $916K |
| Spire Wealth Management | 0.03% | Add +1.9% | 8,663 | $907K |
| IFP Advisors, Inc | 0.03% | Reduce -6.4% | 8,633 | $904K |
| First Trust Direct Indexing L.P. | 0.05% | No change | 8,484 | $888K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -16.1% | 8,295 | $868K |
| Latitude Advisors, LLC | 0.48% | Reduce -19.9% | 8,053 | $843K |
| Comerica Bank | 0.00% | Reduce -48.8% | 7,903 | $827K |
| Phraction Management LLC | 0.31% | No change | 7,810 | $817K |
| Farther Finance Advisors, LLC | 0.03% | New | 7,732 | $809K |
| Coppell Advisory Solutions LLC | 0.11% | New | 7,351 | $771K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -84.8% | 7,247 | $759K |
| Ascentis Independent Advisors | 0.12% | Add +17.5% | 7,142 | $748K |
| Investors Research Corp | 0.16% | Reduce -0.8% | 7,123 | $746K |
| Institute for Wealth Management, LLC. | 0.09% | Add +41.1% | 7,000 | $733K |
| Opal Wealth Advisors, LLC | 0.23% | Reduce -0.9% | 6,910 | $723K |
| FMR LLC | 0.00% | Reduce -14.0% | 6,572 | $688K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +7.2% | 6,390 | $669K |
| Brookstone Capital Management | 0.01% | Add +96.5% | 6,329 | $662K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -89.7% | 6,277 | $657K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.8% | 6,253 | $654K |
| PFG Advisors | 0.04% | Reduce -2.9% | 6,193 | $648K |
| GG Group Ventures, LLC | 0.94% | Reduce -21.0% | 5,884 | $647K |
| Barry Investment Advisors, LLC | 0.20% | Add +15.3% | 6,136 | $642K |
| Strategic Wealth Partners, Ltd. | 0.06% | No change | 5,974 | $625K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -54.0% | 5,675 | $594K |
| Integrated Advisors Network LLC | 0.03% | Reduce -88.2% | 5,646 | $591K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -39.3% | 5,553 | $581K |
| Herold Advisors, Inc. | 0.12% | Reduce -59.9% | 5,444 | $570K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +0.1% | 5,427 | $568K |
| Flow Traders U.S. LLC | 0.03% | New | 5,402 | $565K |
| HRT Financial LP | 0.00% | New | 5,389 | $564K |
| High Note Wealth, LLC | 0.16% | Reduce -1.8% | 5,372 | $562K |
| Spinnaker Trust | 0.03% | Reduce -91.5% | 5,211 | $545K |
| Austin Private Wealth, LLC | 0.05% | No change | 5,136 | $538K |
| Advance Capital Management, Inc. | 0.02% | Add +0.0% | 5,111 | $535K |
| Obermeyer Wealth Partners | 0.03% | Add +0.3% | 5,068 | $530K |
| Harbour Investments, Inc. | 0.02% | Reduce -77.2% | 4,927 | $516K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.1% | 4,700 | $492K |
| Manhattan West Asset Management, LLC | 0.12% | Reduce -9.7% | 4,593 | $481K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +104.3% | 4,587 | $480K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +15.0% | 4,496 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +107.5% | 4,489 | $470K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 4,368 | $457K |
| Capital Advisory Group Advisory Services, LLC | 0.18% | No change | 4,348 | $455K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,000 | $419K |
| Jacobi Capital Management LLC | 0.03% | Add +2.2% | 3,956 | $414K |
| Fairscale Capital, LLC | 0.35% | Reduce -11.8% | 3,843 | $402K |
| Keeler Thomas Management LLC | 0.13% | Reduce -5.8% | 3,796 | $397K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -30.1% | 3,346 | $351K |
| 9258 Wealth Management, LLC | 0.05% | Add +30.8% | 3,313 | $347K |
| Two Sigma Securities, LLC | 0.03% | New | 3,292 | $345K |
| Iams Wealth Management, LLC | 0.16% | Add +20.2% | 3,168 | $332K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,145 | $329K |
| US Bancorp \de | 0.00% | Reduce -11.7% | 3,126 | $327K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -23.7% | 3,084 | $323K |
| Detalus Advisors, LLC | 0.11% | Add +2.8% | 3,086 | $323K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -75.2% | 3,021 | $316K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +8.9% | 3,020 | $316K |
| Verum Partners LLC | 0.09% | Add +0.3% | 3,009 | $315K |
| Nvest Financial, LLC | 0.18% | Reduce -3.5% | 2,968 | $311K |
| Elevated Capital Advisors, LLC | 0.08% | Add +0.2% | 2,966 | $310K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -8.1% | 2,964 | $309K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -27.8% | 2,886 | $302K |
| Wharton Business Group, LLC | 0.01% | No change | 2,830 | $296K |
| HRC Wealth Management, LLC | 0.19% | Add +0.6% | 2,790 | $292K |
| Raymond James Trust N.A. | 0.01% | Add +24.5% | 2,768 | $290K |
| Formidable Asset Management, LLC | 0.05% | Reduce -88.2% | 2,709 | $284K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,700 | $283K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,679 | $280K |
| Valmark Advisers, Inc. | 0.00% | Reduce -27.2% | 2,665 | $279K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -12.0% | 2,622 | $274K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 2,610 | $273K |
| Smith, Moore & Co. | 0.03% | Reduce -35.9% | 2,572 | $269K |
| West Branch Capital LLC | 0.09% | Reduce -1.1% | 2,518 | $264K |
| Lion Street Advisors, LLC | 0.09% | Reduce -12.7% | 2,508 | $263K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 2,464 | $258K |
| Wagner Wealth Management, LLC | 0.07% | Add +0.2% | 2,463 | $258K |
| Old North State Wealth Management, LLC | 0.14% | Add +1.9% | 2,415 | $253K |
| Northern Trust Corp. | 0.00% | New | 2,393 | $250K |
| Cibc World Market Inc. | 0.00% | New | 2,391 | $250K |
| Sard Wealth Management Group, LLC | 0.16% | No change | 2,346 | $246K |
| Private Client Services, LLC | 0.13% | Add +0.3% | 2,336 | $244K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.0% | 2,330 | $244K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.0% | 2,330 | $244K |
| Private Trust Co. NA | 0.02% | Reduce -51.4% | 2,329 | $244K |
| Darwin Wealth Management, LLC | 0.07% | Add +8.2% | 2,285 | $239K |
| PFG Investments, LLC | 0.02% | Reduce -0.6% | 2,262 | $237K |
| Bank of Montreal | 0.00% | Reduce -94.8% | 2,253 | $236K |
| Two West Capital Advisors LLC | 0.19% | Reduce -14.3% | 2,245 | $235K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 2,136 | $224K |
| Trexquant Investment LP | 0.00% | Reduce -71.8% | 2,129 | $223K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -3.8% | 2,108 | $221K |
| Fiduciary Trust Co | 0.00% | New | 2,094 | $219K |
| Commerce Bank | 0.00% | Reduce -6.8% | 2,000 | $209K |
| Austin Asset Management Co Inc | 0.04% | No change | 1,965 | $206K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.8% | 1,962 | $205K |
| Collaborative Wealth Managment Inc. | 0.09% | No change | 1,954 | $205K |
| Vantage Financial Partners, LLC | 0.05% | New | 1,948 | $204K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +63.0% | 1,825 | $191K |
| Sunbelt Securities, Inc. | 0.02% | New | 1,621 | $170K |
| Barclays PLC | 0.00% | No change | 1,500 | $157K |
| Rothschild Investment LLC | 0.01% | New | 1,396 | $146K |
| Creative Financial Designs Inc. | 0.01% | Reduce -46.4% | 1,332 | $139K |
| Continuum Advisory, LLC | 0.02% | Add +6852.9% | 1,182 | $130K |
| Capital Analysts, LLC | 0.01% | No change | 1,234 | $129K |
| Fairway Wealth LLC | 0.06% | No change | 1,215 | $127K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | No change | 1,195 | $125K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 1,135 | $118K |
| Tidemark, LLC | 0.05% | Reduce -43.2% | 1,074 | $112K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 928 | $97K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -21.6% | 818 | $86K |
| Citigroup Inc. | 0.00% | New | 807 | $84K |
| Aspire Wealth Management Corp | 0.04% | Reduce -76.8% | 767 | $80K |
| HBC Financial Services, PLLC | 0.05% | Reduce -7.0% | 758 | $80K |
| Archer Investment Corp | 0.02% | No change | 758 | $79K |
| Financial Gravity Companies, Inc. | 0.02% | — | 711 | $74K |
| Venturi Wealth Management, LLC | 0.00% | Add +180.2% | 706 | $74K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 688 | $72K |
| CoreCap Advisors, LLC | 0.00% | No change | 675 | $71K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -98.9% | 569 | $60K |
| National Bank of Canada | 0.00% | Reduce -3.1% | 562 | $59K |
| Silver Oak Securities, Incorporated | 0.01% | New | 555 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 521 | $55K |
| Sandy Spring Bank | 0.00% | No change | 519 | $54K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.2% | 485 | $51K |
| Glassman Wealth Services | 0.01% | No change | 450 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 415 | $43K |
| IAG Wealth Partners, LLC | 0.01% | No change | 407 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 375 | $39K |
| Assetmark, Inc. | 0.00% | Add +352.8% | 326 | $34K |
| Park Place Capital Corp | 0.01% | Reduce -55.9% | 315 | $33K |
| Nemes Rush Group LLC | 0.00% | New | 300 | $32K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 301 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -14.6% | 293 | $31K |
| Sound Income Strategies, LLC | 0.00% | No change | 260 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +778.6% | 246 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $25K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 238 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.0% | 230 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.4% | 236 | $25K |
| Kozak & Associates, Inc. | 0.01% | No change | 224 | $24K |
| SYM FINANCIAL Corp | 0.00% | New | 207 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | Add +220.3% | 205 | $21K |
| Blair William & Co. | 0.00% | Add +0.5% | 202 | $21K |
| Evermay Wealth Management LLC | 0.00% | No change | 200 | $21K |
| Voisard Asset Management Group, Inc. | 0.01% | Add +192.2% | 187 | $20K |
| BlackRock, Inc. | 0.00% | — | 185 | $19K |
| Integrated Investment Consultants, LLC | 0.00% | New | 19,219 | $19K |
| SJS Investment Consulting Inc. | 0.00% | No change | 165 | $17K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -2.4% | 164 | $17K |
| Davis Capital Management | 0.01% | No change | 102 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 70 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 57 | $6K |
| Richardson Capital Management LLC | 0.00% | No change | 56 | $6K |
| Pineridge Advisors LLC | 0.00% | New | 50 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 50 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +65.2% | 38 | $4K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $3K |
| Chilton Capital Management LLC | 0.00% | New | 21 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 16 | $2K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -72.2% | 10 | $1K |
| Evolution Advisers, Inc. | 0.00% | No change | 18 | $1K |
| Operose Advisors LLC | 0.00% | No change | 9 | $960 |
| BNP Paribas Financial Markets | 0.00% | No change | 3 | $314 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $212 |
| MCF Advisors LLC | 0.00% | No change | 1 | $95 |
"% 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.