Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 313 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 3 from Q1 2025. 21 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($261.0M), LPL Financial LLC ($241.4M) and Raymond James Financial Inc. ($121.7M). 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 Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $39.1M |
| Exits | 26 | $18.6M |
All 13F filers, Q1 2025 → Q2 2025: 530,446 shares bought and 4,865,516 shares sold, net −4,335,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 313 holders
| Morgan Stanley | 0.02% | Reduce -27.5% | 2,422,980 | $261.0M |
| LPL Financial LLC | 0.08% | Reduce -12.3% | 2,241,807 | $241.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -22.1% | 1,129,577 | $121.7M |
| Bank of America Corp. | 0.01% | Reduce -12.3% | 1,026,478 | $110.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.5% | 590,258 | $63.6M |
| Fifth Third Bancorp | 0.20% | Reduce -46.0% | 545,151 | $58.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.2% | 359,303 | $38.7M |
| Howard Financial Services, LTD. | 4.90% | Reduce -2.3% | 346,178 | $37.3M |
| Wells Fargo & Company | 0.01% | Reduce -54.6% | 267,048 | $28.8M |
| UBS Group AG | 0.01% | Reduce -39.2% | 238,144 | $25.6M |
| Retirement Planning Group, LLC | 0.99% | Reduce -26.7% | 215,392 | $23.2M |
| D'Orazio & Associates, Inc. | 3.04% | Reduce -19.1% | 199,700 | $21.5M |
| Creative Planning | 0.02% | Reduce -7.1% | 186,454 | $20.1M |
| Campbell Deegan Wealth Management, LLC | 19.69% | Add +5.8% | 185,634 | $20.0M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +8.5% | 182,430 | $19.6M |
| Global Retirement Partners, LLC | 0.48% | — | 181,620 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.5% | 176,789 | $19.0M |
| Coastal Bridge Advisors, LLC | 1.51% | New | 169,103 | $18.2M |
| Silicon Valley Capital Partners | 1.82% | Reduce -15.5% | 162,395 | $17.5M |
| Perennial Investment Advisors, LLC | 1.50% | Reduce -37.8% | 143,220 | $15.4M |
| Cedar Wealth Management, LLC | 5.19% | Reduce -1.1% | 142,405 | $15.3M |
| Stadion Money Management, LLC | 1.24% | Reduce -0.8% | 140,039 | $15.1M |
| Longview Financial Advisors, Inc. | 12.30% | Add +0.3% | 134,405 | $14.5M |
| Royal Bank of Canada | 0.00% | Reduce -23.9% | 128,218 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -59.0% | 121,134 | $13.0M |
| Grange Capital, LLC | 13.50% | Reduce -28.1% | 119,837 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +15.5% | 117,539 | $12.6M |
| WESCAP Management Group, Inc. | 2.86% | Reduce -12.3% | 116,570 | $12.6M |
| Principle Wealth Partners LLC | 0.76% | Reduce -5.5% | 112,944 | $12.2M |
| Avantax Advisory Services, Inc. | 0.07% | Add +1.9% | 112,584 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -34.9% | 103,126 | $11.1M |
| Darrow Company, Inc. | 5.61% | Add +4.1% | 102,965 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -32.5% | 95,846 | $10.4M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -1.0% | 90,906 | $9.8M |
| MML Investors Services, LLC | 0.03% | Reduce -3.7% | 90,073 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.0% | 85,635 | $9.2M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +16.9% | 80,507 | $8.7M |
| Wood Tarver Financial Group, LLC | 2.49% | Reduce -4.5% | 76,873 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.7% | 75,002 | $8.1M |
| 1900 Wealth Management LLC | 0.58% | Reduce -1.6% | 71,369 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.8% | 70,912 | $7.6M |
| Liberty One Investment Management, LLC | 0.74% | Add +1.4% | 67,656 | $7.3M |
| Thoroughbred Financial Services, LLC | 0.50% | Reduce -10.1% | 66,748 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -7.0% | 65,833 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | New | 60,291 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -10.0% | 57,779 | $6.2M |
| Pine Harbor Wealth Management, LLC | 2.14% | Reduce -15.9% | 56,595 | $6.1M |
| Mariner, LLC | 0.01% | Add +5.7% | 54,750 | $5.9M |
| Cozad Asset Management Inc. | 0.49% | Reduce -8.2% | 52,220 | $5.6M |
| Alhambra Investment Management LLC | 2.69% | Add +1.8% | 50,432 | $5.4M |
| Santori & Peters, Inc. | 1.96% | Add +0.1% | 50,239 | $5.4M |
| Sovran Advisors, LLC | 0.56% | Reduce -30.6% | 49,588 | $5.4M |
| First United Bank & Trust | 1.80% | Reduce -10.3% | 48,021 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -20.2% | 47,688 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.9% | 47,601 | $5.1M |
| Money Concepts Capital Corp. | 0.32% | Reduce -36.3% | 45,075 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.4% | 44,790 | $4.8M |
| Hudock, Inc. | 0.76% | Add +19.4% | 43,704 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +5.0% | 42,434 | $4.6M |
| GC Wealth Management RIA, LLC | 0.36% | Reduce -9.9% | 41,356 | $4.5M |
| Johnson & White Wealth Management, LLC | 2.21% | Add +1.1% | 40,681 | $4.4M |
| Clearstead Advisors, LLC | 0.06% | Add +10.0% | 39,718 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -4.6% | 39,572 | $4.3M |
| Cerity Partners LLC | 0.01% | New | 38,759 | $4.2M |
| Eagle Strategies LLC | 0.61% | Reduce -35.8% | 37,384 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -42.3% | 37,329 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -29.4% | 36,193 | $3.9M |
| Finward Bancorp | 2.93% | Reduce -1.2% | 34,402 | $3.7M |
| Perigon Wealth Management, LLC | 0.08% | Add +0.7% | 33,446 | $3.6M |
| Modern Wealth Management, LLC | 0.09% | Add +1.3% | 32,689 | $3.5M |
| Breakwater Capital Group | 0.57% | Reduce -18.7% | 32,471 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.3% | 32,246 | $3.5M |
| Silver Oak Securities, Incorporated | 0.29% | Add +50.8% | 32,063 | $3.5M |
| Genesis Private Wealth, LLC | 1.58% | Add +4.2% | 31,072 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -58.0% | 30,361 | $3.3M |
| Strategic Blueprint, LLC | 0.16% | Reduce -19.4% | 29,601 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 28,900 | $3.1M |
| Ameriflex Group, Inc. | 1.61% | Reduce -32.2% | 28,742 | $3.1M |
| World Investment Advisors | 0.07% | Reduce -45.4% | 27,951 | $3.0M |
| Elevation Capital Advisory, LLC | 1.18% | Add +10.2% | 27,285 | $2.9M |
| Milestone Investment Advisors LLC | 0.76% | Reduce -5.2% | 27,216 | $2.9M |
| NBZ Investment Advisors LLC | 1.65% | Reduce -35.7% | 26,815 | $2.9M |
| Tme Financial, Inc. | 2.30% | Reduce -49.1% | 26,452 | $2.8M |
| Nwam LLC | 0.16% | Add +3.1% | 25,858 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 25,999 | $2.8M |
| Flow Traders U.S. LLC | 0.10% | Reduce -16.6% | 25,895 | $2.8M |
| CHB Investment Group, LLC | 1.38% | Reduce -0.1% | 25,038 | $2.7M |
| Citadel Advisors | 0.00% | Add +18.6% | 24,096 | $2.6M |
| Marks Group Wealth Management, Inc | 0.24% | No change | 23,892 | $2.6M |
| Hilltop Holdings Inc. | 0.15% | Reduce -8.1% | 22,267 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -43.5% | 22,132 | $2.4M |
| BridgePort Financial Solutions, LLC | 0.78% | Add +4.6% | 21,778 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 21,732 | $2.3M |
| Hickory Asset Management, Inc. | 1.79% | Reduce -19.5% | 20,150 | $2.2M |
| Fifth Third Securities, Inc. | 0.16% | Add +1.1% | 19,309 | $2.1M |
| Baron Financial Group, LLC | 1.18% | Add +1.7% | 18,640 | $2.0M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -4.9% | 18,520 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +79.0% | 18,300 | $2.0M |
| Beacon Financial Planning, Inc. | 1.09% | Reduce -16.5% | 18,109 | $2.0M |
| Transcend Capital Advisors, LLC | 0.15% | Add +0.2% | 18,036 | $1.9M |
| CSM Advisors, LLC | 0.06% | Reduce -6.8% | 17,800 | $1.9M |
| Visionary Wealth Advisors | 0.09% | Add +0.8% | 16,960 | $1.8M |
| Foronjy Financial LLC | 0.85% | — | 16,945 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +189.2% | 16,629 | $1.8M |
| Spectrum Wealth Advisory Group, LLC | 0.82% | Reduce -0.6% | 16,420 | $1.8M |
| ORG Partners LLC | 0.38% | Add +2.7% | 16,012 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Reduce -22.3% | 16,143 | $1.7M |
| Ring Mountain Capital, LLC | 1.04% | Add +3.3% | 15,761 | $1.7M |
| Inspire Advisors, LLC | 0.17% | Reduce -9.8% | 15,606 | $1.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.38% | Reduce -3.2% | 15,099 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -28.4% | 14,495 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.2% | 14,090 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -23.5% | 13,880 | $1.5M |
| NWF Advisory Services Inc. | 0.18% | New | 13,647 | $1.5M |
| Financial Alternatives, Inc | 0.94% | Reduce -0.1% | 13,431 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -34.6% | 13,338 | $1.4M |
| Integral Investment Advisors, Inc. | 0.38% | Add +2.7% | 12,269 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.2% | 12,125 | $1.3M |
| Planned Solutions, Inc. | 0.50% | Reduce -87.8% | 12,039 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 11,833 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.36% | Reduce -5.9% | 11,532 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -20.8% | 11,593 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -6.1% | 11,513 | $1.2M |
| Wealth Management Resources, Inc. | 0.42% | Reduce -35.8% | 11,403 | $1.2M |
| WealthTrak Capital Management LLC | 0.96% | Add +3.9% | 10,722 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -59.6% | 9,984 | $1.1M |
| Latitude Advisors, LLC | 0.54% | Reduce -5.6% | 10,023 | $1.1M |
| OneAscent Financial Services LLC | 0.08% | Reduce -33.5% | 9,944 | $1.1M |
| Oxinas Partners, LLC | 0.54% | Reduce -3.3% | 9,723 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.3% | 9,420 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -9.0% | 9,436 | $1.0M |
| Retirement Planning Group, LLC / NY | 0.85% | Add +4.0% | 9,026 | $972K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.4% | 9,026 | $972K |
| Synovus Financial Corp. | 0.01% | Reduce -68.2% | 9,010 | $971K |
| Investment Planning Advisors, Inc. | 0.34% | Reduce -2.7% | 8,852 | $953K |
| Waverly Advisors, LLC | 0.01% | Add +5.5% | 8,636 | $930K |
| Brookstone Capital Management | 0.01% | Add +16.6% | 8,574 | $923K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.6% | 8,251 | $889K |
| Avaii Wealth Management, LLC | 0.39% | Reduce -8.5% | 8,226 | $886K |
| WBH Advisory Inc. | 0.08% | Reduce -27.2% | 8,225 | $886K |
| Coppell Advisory Solutions LLC | 0.10% | New | 8,041 | $859K |
| Csenge Advisory Group | 0.04% | Reduce -0.8% | 8,253 | $837K |
| Centerpoint Advisory Group | 0.70% | Add +8.4% | 7,508 | $809K |
| Prospera Financial Services Inc | 0.01% | Reduce -34.0% | 7,154 | $772K |
| Investors Research Corp | 0.15% | No change | 7,123 | $767K |
| Bank of New Hampshire | 0.18% | Reduce -12.7% | 6,895 | $743K |
| Obermeyer Wealth Partners | 0.04% | Add +24.1% | 6,764 | $728K |
| Prostatis Group LLC | 0.21% | Reduce -37.2% | 6,764 | $728K |
| Phraction Management LLC | 0.25% | Reduce -14.1% | 6,710 | $723K |
| Jacobi Capital Management LLC | 0.05% | Add +2.8% | 6,693 | $721K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -39.9% | 6,672 | $719K |
| Prasad Wealth Partners, LLC | 0.21% | Reduce -52.1% | 6,587 | $709K |
| Barry Investment Advisors, LLC | 0.17% | Add +0.3% | 6,527 | $703K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -8.8% | 6,447 | $694K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Reduce -11.1% | 6,321 | $681K |
| Schrum Private Wealth Management LLC | 0.54% | No change | 6,241 | $672K |
| Calton & Associates, Inc. | 0.11% | Reduce -69.3% | 6,157 | $663K |
| Cwm, LLC | 0.00% | Reduce -2.2% | 6,125 | $660K |
| Bison Wealth, LLC | 0.05% | Add +11.3% | 6,054 | $660K |
| First Heartland Consultants, Inc. | 0.06% | Add +31.0% | 6,084 | $655K |
| Stifel Financial Corp. | 0.00% | Reduce -8.6% | 6,063 | $653K |
| Belpointe Asset Management LLC | 0.03% | Reduce -18.5% | 5,978 | $644K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -71.2% | 5,713 | $615K |
| Comerica Bank | 0.00% | Reduce -6.1% | 5,489 | $591K |
| Austin Private Wealth, LLC | 0.05% | Add +6.3% | 5,459 | $588K |
| Quantinno Capital Management LP | 0.00% | Add +1.5% | 5,457 | $588K |
| GTS Securities LLC | 0.03% | New | 5,280 | $569K |
| Two Sigma Securities, LLC | 0.07% | Add +35.0% | 5,263 | $567K |
| FMR LLC | 0.00% | Reduce -24.4% | 5,209 | $561K |
| PFG Advisors | 0.03% | Reduce -11.9% | 5,201 | $560K |
| Herold Advisors, Inc. | 0.12% | Reduce -5.6% | 5,141 | $554K |
| Choreo, LLC | 0.01% | Reduce -48.4% | 5,087 | $548K |
| Whipplewood Advisors, LLC | 0.30% | Reduce -81.6% | 5,061 | $545K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 5,000 | $539K |
| High Note Wealth, LLC | 0.12% | No change | 4,996 | $538K |
| Renaissance Technologies | 0.00% | Reduce -80.5% | 4,800 | $517K |
| Hobbs Group Advisors, LLC | 0.18% | Reduce -42.4% | 4,773 | $514K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -16.4% | 4,767 | $513K |
| International Assets Investment Management, LLC | 0.04% | Reduce -7.9% | 4,672 | $503K |
| Townsquare Capital LLC | 0.05% | Reduce -36.0% | 4,548 | $490K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 4,529 | $488K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -43.1% | 4,495 | $484K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.3% | 4,471 | $482K |
| IFP Advisors, Inc | 0.01% | Reduce -13.7% | 4,169 | $449K |
| Integras Partners LLC | 0.48% | Add +25.9% | 4,169 | $449K |
| Glass Jacobson Investment Advisors llc | 0.17% | Add +38.8% | 4,137 | $446K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Reduce -15.3% | 4,041 | $435K |
| Clark Asset Management, LLC | 0.06% | No change | 4,003 | $431K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,000 | $431K |
| Citizens Financial Group Inc. | 0.01% | Reduce -79.2% | 3,969 | $427K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -13.0% | 3,818 | $411K |
| Harbour Investments, Inc. | 0.01% | Add +1.8% | 3,810 | $410K |
| Fairscale Capital, LLC | 0.29% | Reduce -4.0% | 3,724 | $406K |
| Venture Visionary Partners LLC | 0.01% | New | 3,575 | $385K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -19.0% | 3,573 | $385K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | Reduce -17.6% | 3,461 | $373K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +18.1% | 3,445 | $371K |
| Northern Trust Corp. | 0.00% | No change | 3,432 | $370K |
| Iams Wealth Management, LLC | 0.17% | Reduce -9.9% | 3,416 | $368K |
| Drive Wealth Management, LLC | 0.08% | Add +16.1% | 3,414 | $368K |
| AQR Capital Management | 0.00% | Reduce -1.0% | 3,342 | $360K |
| Opulen Financial Group LLC | 0.29% | Add +0.2% | 3,337 | $359K |
| US Bancorp \de | 0.00% | Reduce -37.6% | 3,231 | $348K |
| Commerce Bank | 0.00% | Add +18.3% | 3,230 | $348K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.5% | 3,116 | $336K |
| Puff Wealth Management, LLC | 0.54% | Reduce -1.1% | 3,100 | $334K |
| Summit Financial Consulting LLC | 0.30% | Reduce -0.6% | 3,064 | $330K |
| Verum Partners LLC | 0.08% | Add +0.3% | 3,044 | $328K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -7.7% | 2,981 | $321K |
| Andina Capital Management, LLC | 0.22% | Reduce -51.7% | 2,934 | $316K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.8% | 2,926 | $315K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,885 | $311K |
| Wharton Business Group, LLC | 0.01% | No change | 2,830 | $305K |
| Merit Financial Group, LLC | 0.00% | Add +6.8% | 2,817 | $303K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -98.9% | 2,816 | $303K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -12.6% | 2,726 | $294K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.4% | 2,722 | $293K |
| PKS Advisory Services, LLC | 0.07% | Reduce -1.4% | 2,717 | $293K |
| Independence Bank of Kentucky | 0.04% | No change | 2,700 | $291K |
| Nvest Financial, LLC | 0.15% | Reduce -2.5% | 2,682 | $289K |
| Liberty Square Wealth Partners LLC | 0.10% | Reduce -28.1% | 2,645 | $285K |
| Trilogy Capital Inc. | 0.01% | Reduce -93.8% | 2,631 | $283K |
| Bawa N Mallick Trust | 0.11% | No change | 2,500 | $269K |
| West Branch Capital LLC | 0.08% | Reduce -1.8% | 2,459 | $265K |
| Cibc World Market Inc. | 0.00% | Reduce -35.9% | 2,433 | $262K |
| CAP Partners, LLC | 0.16% | Add +5.0% | 2,426 | $261K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -3.0% | 2,391 | $258K |
| CVA Family Office, LLC | 0.04% | Reduce -13.5% | 2,390 | $257K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -53.3% | 2,364 | $255K |
| Bank of Montreal | 0.00% | Add +50.1% | 2,349 | $253K |
| Sard Wealth Management Group, LLC | 0.16% | No change | 2,346 | $253K |
| Barclays PLC | 0.00% | No change | 2,297 | $247K |
| Cadence Bank | 0.02% | No change | 2,281 | $246K |
| Old North State Wealth Management, LLC | 0.13% | Add +0.4% | 2,252 | $243K |
| Fairway Wealth LLC | 0.08% | Add +86.2% | 2,262 | $243K |
| BankPlus Wealth Management LLC | 0.15% | Reduce -12.0% | 2,164 | $233K |
| 49 Wealth Management, LLC | 0.02% | Reduce -66.1% | 2,162 | $233K |
| Gries Financial LLC | 0.04% | Reduce -15.6% | 2,141 | $231K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -30.1% | 2,143 | $231K |
| BlackRock, Inc. | 0.00% | Add +1477.8% | 2,130 | $229K |
| Fiduciary Trust Co | 0.00% | No change | 2,105 | $227K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,101 | $226K |
| Darwin Wealth Management, LLC | 0.08% | Add +5.8% | 2,093 | $225K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,064 | $222K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.9% | 2,055 | $221K |
| Wagner Wealth Management, LLC | 0.05% | Reduce -18.7% | 2,004 | $216K |
| Oder Investment Management, LLC | 0.16% | Reduce -4.5% | 1,970 | $212K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.3% | 1,962 | $211K |
| Detalus Advisors, LLC | 0.06% | Reduce -9.2% | 1,961 | $211K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,935 | $208K |
| Raffa Wealth Management, LLC | 0.04% | New | 1,925 | $207K |
| Riverchase Wealth Management, LLC | 0.13% | Reduce -10.6% | 1,895 | $204K |
| Wedbush Securities Inc. | 0.01% | New | 1,885 | $203K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -21.6% | 1,864 | $201K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -9.0% | 1,619 | $170K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Add +97.4% | 1,528 | $165K |
| Scarborough Advisors, LLC | 0.03% | New | 1,412 | $152K |
| Rothschild Investment LLC | 0.01% | No change | 1,396 | $150K |
| AE Wealth Management LLC | 0.00% | Reduce -27.2% | 1,332 | $143K |
| Capital Analysts, LLC | 0.00% | No change | 1,135 | $122K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,120 | $121K |
| Financial Network Wealth Advisors LLC | 0.12% | No change | 928 | $100K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -80.2% | 914 | $98K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 904 | $97K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 817 | $88K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 800 | $86K |
| Archer Investment Corp | 0.02% | No change | 758 | $82K |
| First Command Advisory Services, Inc. | 0.00% | Add +4.3% | 730 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Add +56.6% | 650 | $70K |
| Arlington Trust Co LLC | 0.01% | No change | 600 | $65K |
| National Bank of Canada | 0.00% | No change | 530 | $57K |
| Arax Advisory Partners | 0.00% | Reduce -28.2% | 505 | $54K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -39.5% | 449 | $48K |
| IAG Wealth Partners, LLC | 0.01% | No change | 407 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 375 | $40K |
| Franklin Resources Inc. | 0.00% | New | 315 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.3% | 312 | $34K |
| CoreCap Advisors, LLC | 0.00% | Reduce -58.4% | 281 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 280 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 263 | $28K |
| Tidemark, LLC | 0.01% | Reduce -41.9% | 251 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 237 | $26K |
| Kozak & Associates, Inc. | 0.01% | Add +0.4% | 227 | $25K |
| Harbor Asset Planning, Inc. | 0.02% | — | 215 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -67.4% | 203 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 180 | $19K |
| Citigroup Inc. | 0.00% | Reduce -83.0% | 178 | $19K |
| Copia Wealth Management | 0.01% | Add +96.2% | 155 | $17K |
| Evermay Wealth Management LLC | 0.00% | Reduce -30.0% | 140 | $15K |
| Financial Gravity Companies, Inc. | 0.00% | — | 134 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +8.7% | 112 | $12K |
| Park Place Capital Corp | 0.00% | No change | 109 | $12K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 100 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $11K |
| Principal Securities, Inc. | 0.00% | Add +0.0% | 96 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.0% | 96 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 95 | $10K |
| TD Capital Management LLC | 0.00% | No change | 78 | $8K |
| Evolution Wealth Management Inc. | 0.01% | — | 54 | $6K |
| Signaturefd, LLC | 0.00% | New | 51 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 49 | $5K |
| Richardson Capital Management LLC | 0.00% | Add +11.8% | 38 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $4K |
| Keystone Global Partners, LLC | 0.00% | Reduce -98.6% | 30 | $3K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $3K |
| Qube Research & Technologies Ltd | 0.00% | New | 22 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 16 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 14 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -23.5% | 13 | $1K |
| Evolution Advisers, Inc. | 0.00% | No change | 18 | $1K |
| Operose Advisors LLC | 0.00% | No change | 9 | $1K |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $108 |
| MCF Advisors LLC | 0.00% | No change | 1 | $97 |
"% 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.