Invesco S&P 500 Garp ETFSPGPETF

13F holders, Q2 2025 (June 30)
313holders −3
21new positions
26sold out
3famous investors
$107.71avg. 13F price*

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

0100200300400 Q1 2024: 324Q1 2024Q2 2024: 340Q2 2024Q3 2024: 324Q3 2024Q4 2024: 338Q4 2024Q1 2025: 316Q1 2025Q2 2025: 313Q2 2025Q3 2025: 306Q3 2025Q4 2025: 322Q4 2025Q1 2026: 298Q1 2026Q2 2026: 305Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$39.1M
Exits26$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.