Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q4 2024 (December 31)338holders +14
20new positions
32sold out
3famous investors
$104.93avg. 13F price*
At the end of Q4 2024, 338 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, up 14 from Q3 2024. 20 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($385.3M), LPL Financial LLC ($337.0M) and Raymond James Financial Inc. ($175.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.9M |
| Exits | 32 | $26.3M |
All 13F filers, Q3 2024 → Q4 2024: 960,681 shares bought and 2,829,917 shares sold, net −1,869,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Morgan Stanley | 0.03% | Reduce -8.0% | 3,673,925 | $385.3M |
| LPL Financial LLC | 0.14% | Reduce -4.8% | 3,213,038 | $337.0M |
| Raymond James Financial Inc. | 0.06% | — | 1,673,808 | $175.5M |
| Retirement Planning Group, LLC | 7.47% | Add +11.5% | 1,415,369 | $148.4M |
| Bank of America Corp. | 0.01% | Reduce -7.5% | 1,243,955 | $130.5M |
| Fifth Third Bancorp | 0.40% | Reduce -17.4% | 1,052,461 | $110.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -11.2% | 697,680 | $73.2M |
| Wells Fargo & Company | 0.01% | Add +74.2% | 565,646 | $59.3M |
| Silicon Valley Capital Partners | 5.79% | Reduce -7.0% | 494,524 | $51.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -9.1% | 405,144 | $42.5M |
| UBS Group AG | 0.01% | Add +0.2% | 400,519 | $42.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -6.7% | 393,784 | $41.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.6% | 313,995 | $32.9M |
| Howard Financial Services, LTD. | 4.44% | Add +12.9% | 311,312 | $32.7M |
| Armstrong Advisory Group, Inc. | 2.18% | Add +7.2% | 259,817 | $27.2M |
| D'Orazio & Associates, Inc. | 3.98% | Add +3.1% | 257,427 | $27.0M |
| Stifel Financial Corp. | 0.03% | Reduce -8.1% | 237,020 | $24.9M |
| Royal Bank of Canada | 0.01% | Reduce -12.4% | 232,010 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +1.7% | 231,573 | $24.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -16.6% | 231,281 | $24.3M |
| Perennial Investment Advisors, LLC | 2.66% | Add +4.7% | 215,267 | $22.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -14.4% | 205,107 | $21.5M |
| Global Retirement Partners, LLC | 0.60% | Reduce -3.1% | 198,295 | $20.8M |
| Creative Planning | 0.02% | Add +114.7% | 195,674 | $20.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.5% | 181,244 | $19.0M |
| Wealthcare Advisory Partners LLC | 0.48% | Reduce -5.3% | 164,749 | $17.3M |
| Grange Capital, LLC | 18.07% | — | 164,426 | $17.2M |
| Campbell Deegan Wealth Management, LLC | 20.67% | — | 164,107 | $17.2M |
| TrinityPoint Wealth, LLC | 2.40% | Add +1.6% | 163,037 | $17.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.9% | 152,140 | $16.0M |
| Cedar Wealth Management, LLC | 5.49% | Reduce -0.1% | 144,657 | $15.2M |
| Stadion Money Management, LLC | 1.18% | Reduce -4.2% | 143,260 | $15.0M |
| WESCAP Management Group, Inc. | 3.49% | Add +15.7% | 136,959 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +18.2% | 135,352 | $14.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.2% | 132,327 | $13.9M |
| MML Investors Services, LLC | 0.04% | Add +1.6% | 121,689 | $12.8M |
| NBZ Investment Advisors LLC | 7.05% | — | 120,089 | $12.6M |
| Principle Wealth Partners LLC | 0.85% | Add +4.5% | 114,810 | $12.0M |
| Longview Financial Advisors, Inc. | 9.05% | Add +7.0% | 109,599 | $11.5M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -48.0% | 106,886 | $11.2M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -22.0% | 101,963 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 100,373 | $10.5M |
| Darrow Company, Inc. | 6.05% | Add +1.7% | 99,503 | $10.4M |
| Planned Solutions, Inc. | 4.13% | Reduce -7.3% | 96,237 | $10.1M |
| Jones Financial Companies LLLP | 0.01% | Add +36.3% | 85,288 | $8.9M |
| Flagship Harbor Advisors, LLC | 0.46% | Reduce -7.7% | 84,031 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -28.9% | 82,340 | $8.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.0% | 80,536 | $8.4M |
| Pine Harbor Wealth Management, LLC | 3.33% | Reduce -21.4% | 78,876 | $8.3M |
| Wood Tarver Financial Group, LLC | 2.62% | — | 74,662 | $7.8M |
| Citizens Financial Group Inc. | 0.15% | New | 74,629 | $7.8M |
| Thoroughbred Financial Services, LLC | 0.47% | Reduce -6.5% | 73,729 | $7.7M |
| NewEdge Advisors, LLC | 0.04% | Reduce -17.8% | 71,082 | $7.5M |
| Financial Advocates Investment Management | 0.41% | Reduce -18.9% | 69,257 | $7.3M |
| Liberty One Investment Management, LLC | 0.77% | Reduce -2.5% | 68,152 | $7.1M |
| Eagle Strategies LLC | 1.24% | Reduce -0.0% | 68,036 | $7.1M |
| Money Concepts Capital Corp. | 0.53% | Add +2.3% | 67,594 | $7.1M |
| Tme Financial, Inc. | 6.48% | — | 66,254 | $6.9M |
| Financial Designs Corp | 4.53% | Reduce -1.3% | 65,525 | $6.9M |
| 1900 Wealth Management LLC | 0.57% | Reduce -1.1% | 64,380 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -42.3% | 63,427 | $6.7M |
| Allworth Financial LP | 0.04% | Reduce -10.4% | 58,832 | $6.5M |
| Equitable Holdings, Inc. | 0.06% | Reduce -4.9% | 58,972 | $6.2M |
| Cozad Asset Management Inc. | 0.57% | Reduce -2.4% | 57,894 | $6.1M |
| Sovran Advisors, LLC | 0.86% | — | 55,721 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -66.2% | 55,404 | $5.8M |
| Santori & Peters, Inc. | 2.07% | Add +2.7% | 51,645 | $5.4M |
| Mariner, LLC | 0.01% | Add +0.3% | 51,210 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -6.6% | 47,435 | $5.2M |
| First United Bank & Trust | 1.86% | Add +7.5% | 48,891 | $5.1M |
| Alhambra Investment Management LLC | 2.58% | Reduce -1.6% | 47,987 | $5.0M |
| World Investment Advisors | 0.14% | Add +8.5% | 47,174 | $4.9M |
| AE Wealth Management LLC | 0.04% | Reduce -13.1% | 47,018 | $4.9M |
| Strategic Blueprint, LLC | 0.29% | Reduce -20.2% | 45,740 | $4.8M |
| GC Wealth Management RIA, LLC | 0.84% | Add +0.3% | 45,692 | $4.8M |
| Ameriflex Group, Inc. | 2.07% | — | 41,726 | $4.5M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -1.4% | 43,095 | $4.5M |
| Trilogy Capital Inc. | 0.23% | Reduce -1.0% | 41,721 | $4.4M |
| Breakwater Capital Group | 0.84% | Reduce -9.0% | 40,014 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -2.9% | 39,995 | $4.2M |
| Johnson & White Wealth Management, LLC | 2.41% | Add +7.9% | 38,023 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Reduce -32.5% | 37,168 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -13.4% | 36,439 | $3.8M |
| Perigon Wealth Management, LLC | 0.09% | Add +3.8% | 33,017 | $3.6M |
| Finward Bancorp | 3.13% | — | 34,443 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.9% | 33,689 | $3.5M |
| Synovus Financial Corp. | 0.04% | Reduce -33.0% | 33,585 | $3.5M |
| ERn Financial, LLC | 0.51% | Reduce -0.6% | 32,184 | $3.4M |
| White Knight Strategic Wealth Advisors, LLC | 1.37% | Add +101.4% | 31,256 | $3.3M |
| Modern Wealth Management, LLC | 0.12% | Reduce -13.1% | 31,199 | $3.3M |
| Milestone Investment Advisors LLC | 0.89% | Reduce -10.6% | 31,196 | $3.3M |
| Hudock, Inc. | 0.56% | Add +1.4% | 30,744 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +96.1% | 29,325 | $3.1M |
| Genesis Private Wealth, LLC | 1.62% | — | 28,019 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -34.4% | 27,348 | $2.9M |
| Investment Planning Advisors, Inc. | 1.21% | Reduce -78.6% | 26,394 | $2.8M |
| Hickory Asset Management, Inc. | 2.34% | — | 26,230 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.29% | Reduce -6.2% | 26,004 | $2.7M |
| BankPlus Wealth Management LLC | 2.03% | — | 26,003 | $2.7M |
| Beacon Financial Planning, Inc. | 1.54% | Reduce -0.5% | 25,239 | $2.6M |
| CHB Investment Group, LLC | 1.42% | Reduce -2.6% | 25,017 | $2.6M |
| Hilltop Holdings Inc. | 0.16% | Reduce -0.4% | 24,685 | $2.6M |
| Marks Group Wealth Management, Inc | 0.25% | No change | 23,892 | $2.5M |
| Wealth Management Resources, Inc. | 0.92% | Reduce -79.8% | 23,715 | $2.5M |
| Elevation Capital Advisory, LLC | 1.06% | Add +6.5% | 23,643 | $2.5M |
| CSM Advisors, LLC | 0.12% | No change | 23,600 | $2.5M |
| Founders Financial Securities LLC | 0.22% | Add +13.4% | 23,160 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Reduce -16.2% | 23,112 | $2.4M |
| Nwam LLC | 0.15% | Add +5.7% | 22,983 | $2.4M |
| Fifth Third Securities, Inc. | 0.20% | Add +15.6% | 21,903 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -2.3% | 21,031 | $2.2M |
| Prasad Wealth Partners, LLC | 0.71% | — | 20,928 | $2.2M |
| Independent Advisor Alliance | 0.03% | New | 20,246 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Reduce -1.3% | 20,245 | $2.1M |
| BridgePort Financial Solutions, LLC | 0.95% | — | 20,038 | $2.1M |
| Silver Oak Securities, Incorporated | 0.19% | Add +3417.5% | 19,522 | $2.0M |
| Sovereign Financial Group, Inc. | 0.45% | Add +10.9% | 18,625 | $2.0M |
| Redhawk Wealth Advisors, Inc. | 0.26% | Add +30.2% | 18,436 | $1.9M |
| Transcend Capital Advisors, LLC | 0.14% | Add +0.2% | 18,398 | $1.9M |
| Inspire Advisors, LLC | 0.24% | Reduce -22.5% | 18,360 | $1.9M |
| Baron Financial Group, LLC | 1.19% | Add +0.3% | 18,232 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +80.6% | 18,154 | $1.9M |
| Visionary Wealth Advisors | 0.11% | Add +1.7% | 17,597 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Add +205.5% | 17,335 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.05% | — | 17,065 | $1.8M |
| OneAscent Financial Services LLC | 0.15% | New | 16,639 | $1.7M |
| Spectrum Wealth Advisory Group, LLC | 0.82% | Add +0.0% | 16,516 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -8.3% | 16,229 | $1.7M |
| Csenge Advisory Group | 0.08% | Reduce -57.1% | 14,830 | $1.6M |
| Merit Financial Group, LLC | 0.03% | Add +3.9% | 14,331 | $1.5M |
| IAM Advisory, LLC | 0.38% | Reduce -1.7% | 14,108 | $1.5M |
| ORG Partners LLC | 0.20% | Add +14.7% | 13,877 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.4% | 13,779 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +5.3% | 13,504 | $1.4M |
| Financial Alternatives, Inc | 0.99% | No change | 13,450 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.49% | Reduce -0.5% | 12,741 | $1.4M |
| Hobbs Group Advisors, LLC | 0.51% | Reduce -1.0% | 13,056 | $1.4M |
| 49 Wealth Management, LLC | 0.19% | Reduce -26.4% | 12,752 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -5.0% | 12,498 | $1.3M |
| Prostatis Group LLC | 0.38% | Add +3.0% | 12,265 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +7.1% | 12,263 | $1.3M |
| Integral Investment Advisors, Inc. | 0.41% | Reduce -3.3% | 12,182 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -20.1% | 12,175 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -16.6% | 11,162 | $1.2M |
| WBH Advisory Inc. | 0.11% | Reduce -8.5% | 11,640 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +154.3% | 11,415 | $1.2M |
| Avaii Wealth Management, LLC | 0.58% | Reduce -5.9% | 11,268 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Add +102.6% | 10,946 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -15.7% | 10,944 | $1.1M |
| Calton & Associates, Inc. | 0.50% | Reduce -56.2% | 10,795 | $1.1M |
| Integrity Alliance, Llc. | 0.12% | — | 10,600 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -38.4% | 10,566 | $1.1M |
| Renaissance Technologies | 0.00% | New | 10,400 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +33.5% | 10,318 | $1.1M |
| WealthTrak Capital Management LLC | 0.90% | — | 10,178 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.0% | 10,100 | $1.1M |
| Oxinas Partners, LLC | 0.61% | Reduce -9.7% | 10,000 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -0.5% | 9,905 | $1.0M |
| Optivise Advisory Services LLC | 0.53% | Reduce -12.9% | 9,330 | $979K |
| Ring Mountain Capital, LLC | 0.62% | — | 8,868 | $930K |
| Jane Street Group, LLC | 0.00% | New | 8,727 | $915K |
| Ascentis Independent Advisors | 0.17% | Add +21.8% | 8,696 | $912K |
| Vise Technologies, Inc. | 0.07% | New | 8,562 | $898K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -87.0% | 8,526 | $894K |
| Spire Wealth Management | 0.03% | Reduce -1.8% | 8,504 | $892K |
| Bank of New Hampshire | 0.23% | Reduce -9.1% | 8,395 | $880K |
| Obermeyer Wealth Partners | 0.04% | Add +61.6% | 8,188 | $859K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -3.9% | 7,970 | $836K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -60.4% | 7,963 | $835K |
| Brookstone Capital Management | 0.01% | Add +24.1% | 7,855 | $824K |
| Phraction Management LLC | 0.31% | No change | 7,810 | $819K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.0% | 7,723 | $810K |
| Cwm, LLC | 0.00% | Reduce -15.7% | 7,682 | $806K |
| Andina Capital Management, LLC | 0.65% | Reduce -17.7% | 7,636 | $801K |
| Comerica Bank | 0.00% | Reduce -6.0% | 7,425 | $779K |
| International Assets Investment Management, LLC | 0.06% | New | 7,156 | $750K |
| Centerpoint Advisory Group | 0.72% | — | 7,128 | $748K |
| Investors Research Corp | 0.16% | No change | 7,123 | $747K |
| CreativeOne Wealth, LLC | 0.02% | Add +13.1% | 7,070 | $742K |
| Latitude Advisors, LLC | 0.41% | Reduce -13.6% | 6,962 | $730K |
| Walled Lake Planning & Wealth Management, LLC | 0.27% | Add +8.5% | 6,932 | $727K |
| Coppell Advisory Solutions LLC | 0.10% | Reduce -6.3% | 6,886 | $719K |
| Barry Investment Advisors, LLC | 0.23% | Add +10.8% | 6,802 | $713K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -25.6% | 6,674 | $700K |
| Waverly Advisors, LLC | 0.01% | New | 6,525 | $684K |
| Kingsview Wealth Management, LLC | 0.01% | Add +14.8% | 6,375 | $669K |
| Schrum Private Wealth Management LLC | 0.55% | Reduce -50.0% | 6,241 | $655K |
| PFG Advisors | 0.04% | No change | 6,193 | $649K |
| Strategic Wealth Partners, Ltd. | 0.05% | No change | 5,974 | $642K |
| FMR LLC | 0.00% | Reduce -7.9% | 6,053 | $635K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -14.4% | 5,992 | $628K |
| Opal Wealth Advisors, LLC | 0.19% | Reduce -14.1% | 5,936 | $623K |
| PKS Advisory Services, LLC | 0.15% | — | 5,713 | $599K |
| IFP Advisors, Inc | 0.02% | Reduce -34.7% | 5,639 | $592K |
| GWN Securities Inc. | 0.15% | — | 5,178 | $573K |
| Herold Advisors, Inc. | 0.12% | No change | 5,444 | $571K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | — | 5,382 | $564K |
| Bison Wealth, LLC | 0.12% | Reduce -58.4% | 5,342 | $560K |
| Oder Investment Management, LLC | 0.46% | Reduce -48.3% | 5,313 | $557K |
| High Note Wealth, LLC | 0.14% | Reduce -4.4% | 5,138 | $539K |
| Austin Private Wealth, LLC | 0.05% | No change | 5,136 | $539K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -32.4% | 4,899 | $514K |
| CAP Partners, LLC | 0.35% | Reduce -71.6% | 4,772 | $500K |
| Whipplewood Advisors, LLC | 0.28% | — | 4,761 | $499K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +3.9% | 4,673 | $490K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.8% | 4,544 | $477K |
| GG Group Ventures, LLC | 0.63% | Reduce -22.9% | 4,536 | $476K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.0% | 4,497 | $472K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.8% | 4,461 | $468K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | Reduce -0.4% | 4,329 | $454K |
| Jacobi Capital Management LLC | 0.03% | Add +9.4% | 4,329 | $454K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.3% | 4,304 | $451K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.1% | 4,178 | $438K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,000 | $420K |
| US Bancorp \de | 0.00% | Add +25.9% | 3,934 | $413K |
| Fairscale Capital, LLC | 0.35% | No change | 3,843 | $403K |
| Liberty Square Wealth Partners LLC | 0.14% | — | 3,677 | $396K |
| Cibc World Market Inc. | 0.00% | Add +57.8% | 3,772 | $396K |
| Independent Financial Group, LLC | 0.01% | New | 3,619 | $380K |
| Integras Partners LLC | 0.34% | — | 3,588 | $376K |
| Iams Wealth Management, LLC | 0.17% | Add +11.2% | 3,523 | $369K |
| Advance Capital Management, Inc. | 0.02% | Reduce -34.1% | 3,366 | $353K |
| Opulen Financial Group LLC | 0.32% | — | 3,323 | $349K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.8% | 3,254 | $342K |
| Manhattan West Asset Management, LLC | 0.09% | Reduce -29.5% | 3,239 | $340K |
| Spinnaker Trust | 0.02% | Reduce -38.6% | 3,198 | $335K |
| Puff Wealth Management, LLC | 0.58% | — | 3,154 | $331K |
| Keeler Thomas Management LLC | 0.12% | Reduce -17.4% | 3,135 | $329K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -42.5% | 3,120 | $327K |
| Arete Wealth Advisors, LLC | 0.02% | Add +5.2% | 3,119 | $327K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.1% | 3,082 | $323K |
| Verum Partners LLC | 0.09% | Add +0.4% | 3,021 | $317K |
| Retirement Planning Group, LLC / NY | 0.35% | — | 3,016 | $316K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -1.3% | 2,981 | $313K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.7% | 2,867 | $301K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +9.6% | 2,860 | $300K |
| Wharton Business Group, LLC | 0.01% | No change | 2,830 | $297K |
| OneDigital Investment Advisors LLC | 0.00% | Add +29.3% | 2,761 | $290K |
| Commerce Bank | 0.00% | Add +36.5% | 2,730 | $286K |
| Independence Bank of Kentucky | 0.04% | New | 2,700 | $283K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,679 | $281K |
| FLP Wealth Management, LLC | 0.71% | — | 2,659 | $279K |
| West Branch Capital LLC | 0.08% | Reduce -0.6% | 2,503 | $263K |
| Bawa N Mallick Trust | 0.12% | — | 2,500 | $262K |
| Nvest Financial, LLC | 0.13% | Reduce -16.8% | 2,469 | $259K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 2,464 | $258K |
| Wagner Wealth Management, LLC | 0.07% | Reduce -0.1% | 2,460 | $258K |
| Old North State Wealth Management, LLC | 0.14% | Add +1.0% | 2,440 | $256K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.4% | 2,410 | $253K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +3.4% | 2,410 | $253K |
| Millennium Management | 0.00% | New | 2,352 | $247K |
| Sard Wealth Management Group, LLC | 0.17% | No change | 2,346 | $246K |
| Private Client Services, LLC | 0.13% | Add +0.4% | 2,345 | $246K |
| Private Trust Co. NA | 0.03% | No change | 2,329 | $244K |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 2,324 | $244K |
| Cadence Bank | 0.02% | New | 2,281 | $239K |
| Fiduciary Trust Co | 0.00% | Add +8.8% | 2,279 | $239K |
| Two Sigma Securities, LLC | 0.04% | Reduce -33.3% | 2,196 | $230K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -17.3% | 2,168 | $227K |
| Detalus Advisors, LLC | 0.07% | Reduce -30.1% | 2,158 | $226K |
| PFG Investments, LLC | 0.01% | Reduce -4.7% | 2,156 | $226K |
| Riverchase Wealth Management, LLC | 0.17% | — | 2,120 | $222K |
| Lion Street Advisors, LLC | 0.07% | Reduce -17.3% | 2,075 | $218K |
| Formidable Asset Management, LLC | 0.04% | Reduce -23.5% | 2,073 | $217K |
| Savvy Advisors, Inc. | 0.03% | New | 2,066 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Add +296.2% | 2,064 | $216K |
| Darwin Wealth Management, LLC | 0.07% | Reduce -13.4% | 1,978 | $208K |
| Austin Asset Management Co Inc | 0.04% | No change | 1,965 | $206K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,962 | $206K |
| Smith, Moore & Co. | 0.02% | Reduce -23.7% | 1,962 | $206K |
| Collaborative Wealth Managment Inc. | 0.09% | No change | 1,954 | $205K |
| Wedbush Securities Inc. | 0.01% | New | 1,942 | $204K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.1% | 1,619 | $169K |
| Bank of Montreal | 0.00% | Reduce -31.7% | 1,538 | $161K |
| Barclays PLC | 0.00% | No change | 1,500 | $157K |
| Rothschild Investment LLC | 0.01% | No change | 1,396 | $146K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.3% | 1,262 | $132K |
| Continuum Advisory, LLC | 0.02% | Add +5.4% | 1,246 | $131K |
| 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 |
| GeoWealth Management, LLC | 0.00% | Reduce -98.8% | 1,169 | $123K |
| Sandy Spring Bank | 0.00% | Add +117.0% | 1,126 | $118K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.6% | 1,120 | $117K |
| Arax Advisory Partners | 0.01% | New | 970 | $102K |
| Financial Network Wealth Advisors LLC | 0.18% | No change | 928 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | Add +349.8% | 922 | $97K |
| MAI Capital Management | 0.00% | New | 800 | $84K |
| Archer Investment Corp | 0.02% | No change | 758 | $79K |
| Financial Gravity Companies, Inc. | 0.02% | Reduce -1.1% | 703 | $74K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -14.4% | 700 | $73K |
| Tidemark, LLC | 0.03% | Reduce -35.8% | 690 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 688 | $72K |
| CoreCap Advisors, LLC | 0.00% | No change | 675 | $71K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -42.8% | 649 | $68K |
| Assetmark, Inc. | 0.00% | Add +86.2% | 607 | $64K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.1% | 557 | $62K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.3% | 578 | $61K |
| National Bank of Canada | 0.00% | Add +3.2% | 580 | $61K |
| CVA Family Office, LLC | 0.01% | New | 558 | $59K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +0.2% | 486 | $51K |
| IAG Wealth Partners, LLC | 0.01% | No change | 407 | $43K |
| Transce3nd, LLC | 0.01% | — | 406 | $43K |
| Synergy Investment Management, LLC | 0.02% | — | 405 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +34.1% | 393 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 375 | $39K |
| Avior Wealth Management, LLC | 0.00% | Add +0.7% | 303 | $32K |
| Park Place Capital Corp | 0.01% | Reduce -9.5% | 285 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 260 | $27K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -64.2% | 253 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 241 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 236 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 230 | $24K |
| Kozak & Associates, Inc. | 0.01% | Add +0.5% | 225 | $24K |
| Blair William & Co. | 0.00% | Add +0.5% | 203 | $21K |
| Evermay Wealth Management LLC | 0.00% | No change | 200 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -26.8% | 180 | $19K |
| SJS Investment Consulting Inc. | 0.00% | No change | 165 | $17K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -14.0% | 141 | $15K |
| BlackRock, Inc. | 0.00% | Reduce -27.0% | 135 | $14K |
| Davis Capital Management | 0.01% | No change | 102 | $11K |
| Midwest Capital Advisors, LLC | 0.01% | — | 100 | $10K |
| Copia Wealth Management | 0.01% | — | 79 | $8K |
| TD Capital Management LLC | 0.00% | New | 77 | $8K |
| 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 |
| WR Wealth Planners, LLC | 0.00% | No change | 50 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $4K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 17 | $2K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 17 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 16 | $2K |
| Evolution Advisers, Inc. | 0.00% | No change | 18 | $1K |
| Operose Advisors LLC | 0.00% | No change | 9 | $966 |
| BNP Paribas Financial Markets | 0.00% | Add +66.7% | 5 | $524 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $214 |
| 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.