Invesco S&P 500 Garp ETFSPGPETF

13F holders, Q3 2025 (September 30)
306holders −7
23new positions
26sold out
3famous investors
$113.87avg. 13F price*

At the end of Q3 2025, 306 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 7 from Q2 2025. 23 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($250.1M), LPL Financial LLC ($182.6M) and Raymond James Financial Inc. ($127.0M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions23$22.5M
Exits26$17.4M

All 13F filers, Q2 2025 → Q3 2025: 789,238 shares bought and 2,513,897 shares sold, net −1,724,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 306 holders

Morgan Stanley 0.02% Reduce -9.2% 2,201,103 $250.1M
LPL Financial LLC 0.05% Reduce -28.3% 1,607,123 $182.6M
Raymond James Financial Inc. 0.04% Reduce -1.1% 1,117,506 $127.0M
Bank of America Corp. 0.01% Reduce -7.4% 950,058 $107.9M
Fifth Third Bancorp 0.17% Reduce -12.5% 477,082 $54.2M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -36.5% 374,826 $42.6M
Howard Financial Services, LTD. 4.80% Reduce -0.4% 344,943 $39.2M
Modern Wealth Management, LLC 0.55% Add +644.9% 243,512 $27.7M
Commonwealth Equity Services, LLC 0.03% Reduce -38.0% 222,673 $25.3M
Osaic Holdings, Inc. 0.03% Add +10.6% 195,608 $22.1M
Wealthcare Advisory Partners LLC 0.45% Add +3.0% 187,916 $21.4M
Campbell Deegan Wealth Management, LLC 19.05% Add +1.2% 187,787 $21.3M
Creative Planning 0.02% Reduce -5.7% 175,839 $20.0M
Royal Bank of Canada 0.00% Add +35.1% 173,257 $19.7M
UBS Group AG 0.00% Reduce -28.6% 170,101 $19.3M
Coastal Bridge Advisors, LLC 1.46% Reduce -0.0% 169,093 $19.2M
Wells Fargo & Company 0.00% Reduce -40.6% 158,708 $18.0M
Cetera Investment Advisers 0.02% Add +217.8% 151,551 $17.2M
Global Retirement Partners, LLC 0.38% Reduce -16.9% 150,949 $17.2M
D'Orazio & Associates, Inc. 2.15% Reduce -28.4% 142,931 $16.2M
Cedar Wealth Management, LLC 4.76% Reduce -4.0% 136,678 $15.5M
Stadion Money Management, LLC 1.21% Reduce -4.4% 133,818 $15.2M
BNP Paribas Financial Markets 0.01% Add +115.6% 130,000 $14.8M
Silicon Valley Capital Partners 1.38% Reduce -20.9% 128,471 $14.6M
Jones Financial Companies LLLP 0.01% Add +6.7% 125,386 $14.2M
Retirement Planning Group, LLC 0.49% Reduce -42.3% 124,262 $14.1M
Grange Capital, LLC 13.03% Reduce -1.0% 118,643 $13.5M
WESCAP Management Group, Inc. 2.78% Reduce -0.1% 116,472 $13.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.5% 113,317 $12.9M
Darrow Company, Inc. 5.62% Add +3.4% 106,512 $12.1M
Longview Financial Advisors, Inc. 8.59% Reduce -21.1% 106,010 $12.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.5% 91,493 $10.5M
HighTower Advisors, LLC 0.01% Reduce -11.4% 91,336 $10.4M
Perennial Investment Advisors, LLC 0.85% Reduce -36.7% 90,676 $10.3M
Flagship Harbor Advisors, LLC 0.44% Add +10.5% 88,983 $10.1M
MML Investors Services, LLC 0.03% Reduce -2.7% 87,650 $10.0M
Envestnet Asset Management Inc. 0.00% Reduce -3.4% 82,721 $9.4M
Goldman Sachs Group Inc. 0.00% Add +6.2% 79,625 $9.0M
Wood Tarver Financial Group, LLC 2.64% Add +2.6% 78,863 $9.0M
1900 Wealth Management LLC 0.55% Reduce -0.3% 71,156 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -0.7% 70,424 $8.0M
Truist Financial Corp. 0.01% Add +3.7% 68,242 $7.8M
Liberty One Investment Management, LLC 0.42% Reduce -2.5% 65,941 $7.5M
Thoroughbred Financial Services, LLC 0.46% Reduce -2.4% 65,166 $7.4M
Private Advisor Group, LLC 0.03% Add +3.3% 59,689 $6.8M
Mariner, LLC 0.01% Reduce -4.8% 52,145 $5.9M
Alhambra Investment Management LLC 2.67% Reduce -1.9% 49,489 $5.6M
&partners 0.04% New 48,648 $5.5M
Money Concepts Capital Corp. 0.33% Add +5.0% 47,353 $5.4M
Principle Wealth Partners LLC 0.31% Reduce -58.4% 47,028 $5.3M
JPMorgan Chase & Co. 0.00% Reduce -2.7% 46,304 $5.3M
Pine Harbor Wealth Management, LLC 1.65% Reduce -19.9% 45,350 $5.2M
First United Bank & Trust 1.64% Reduce -7.6% 44,385 $5.0M
Hudock, Inc. 0.75% Reduce -0.5% 43,500 $4.9M
D.A. Davidson & Co. 0.03% Add +1.4% 43,011 $4.9M
Johnson & White Wealth Management, LLC 2.18% Add +2.8% 41,808 $4.8M
Cozad Asset Management Inc. 0.37% Reduce -21.0% 41,233 $4.7M
Sovran Advisors, LLC 0.40% Reduce -18.3% 40,499 $4.6M
Cerity Partners LLC 0.01% Add +1.6% 39,387 $4.5M
Allworth Financial LP 0.02% Reduce -0.8% 39,272 $4.5M
NewEdge Advisors, LLC 0.02% Add +1.6% 37,922 $4.3M
Eagle Strategies LLC 0.58% Add +1.3% 37,877 $4.3M
Janney Montgomery Scott LLC 0.01% New 36,624 $4.2M
Kestra Private Wealth Services, LLC 0.05% Add +107.8% 34,555 $3.9M
Bank of Montreal 0.00% Reduce -21.2% 1,851 $3.9M
Elevation Capital Advisory, LLC 1.50% Add +21.1% 33,043 $3.8M
Perigon Wealth Management, LLC 0.08% Reduce -1.3% 33,000 $3.7M
Equitable Holdings, Inc. 0.03% Reduce -9.8% 32,658 $3.7M
GC Wealth Management RIA, LLC 0.12% Reduce -21.2% 32,574 $3.7M
Kestra Advisory Services, LLC 0.02% Add +5.3% 31,955 $3.6M
Genesis Private Wealth, LLC 1.50% Add +1.0% 31,377 $3.6M
Oppenheimer & Co. Inc. 0.04% Reduce -6.2% 30,254 $3.4M
Breakwater Capital Group 0.50% Reduce -8.5% 29,716 $3.4M
Finward Bancorp 2.56% Reduce -13.7% 29,677 $3.4M
Arkadios Wealth Advisors 0.08% New 29,301 $3.3M
Nwam LLC 0.16% Reduce -0.1% 25,837 $2.9M
Susquehanna International Group, LLP 0.00% Add +184.8% 25,703 $2.9M
Milestone Investment Advisors LLC 0.72% Reduce -6.2% 25,526 $2.9M
Tme Financial, Inc. 2.09% Reduce -7.1% 24,577 $2.8M
Marks Group Wealth Management, Inc 0.25% No change 23,892 $2.7M
Geneos Wealth Management Inc. 0.07% Add +2.2% 22,623 $2.6M
Integrity Alliance, Llc. 0.12% New 21,991 $2.5M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -6.6% 20,299 $2.3M
Sigma Planning Corp 0.06% Add +8.2% 19,807 $2.3M
Baron Financial Group, LLC 1.16% Reduce -0.2% 18,610 $2.1M
Hilltop Holdings Inc. 0.11% Reduce -17.4% 18,388 $2.1M
Transcend Capital Advisors, LLC 0.14% Add +0.0% 18,039 $2.0M
Beacon Financial Planning, Inc. 1.05% Reduce -1.2% 17,890 $2.0M
Fifth Third Securities, Inc. 0.14% Reduce -7.4% 17,881 $2.0M
CSM Advisors, LLC 0.06% No change 17,800 $2.0M
Ritter Daniher Financial Advisory LLC / DE 0.35% New 17,607 $2.0M
Visionary Wealth Advisors 0.09% Reduce -0.2% 16,931 $1.9M
World Investment Advisors 0.04% Reduce -39.6% 16,874 $1.9M
Farther Finance Advisors, LLC 0.03% Add +77.9% 16,783 $1.9M
Redhawk Wealth Advisors, Inc. 0.22% Add +3.7% 16,740 $1.9M
Spectrum Wealth Advisory Group, LLC 0.77% Reduce -0.1% 16,396 $1.9M
ORG Partners LLC 0.34% No change 16,012 $1.8M
Ring Mountain Capital, LLC 0.98% Reduce -1.4% 15,545 $1.8M
Clearstead Advisors, LLC 0.03% Reduce -61.8% 15,158 $1.7M
Inspire Advisors, LLC 0.16% Reduce -7.2% 14,483 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +0.3% 14,126 $1.6M
Edmond DE Rothschild Holding S.A. 0.02% No change 13,880 $1.6M
NWF Advisory Services Inc. 0.17% Add +0.1% 13,667 $1.6M
White Knight Strategic Wealth Advisors, LLC 1.16% Reduce -14.1% 12,973 $1.5M
Planned Solutions, Inc. 0.51% Add +7.3% 12,921 $1.5M
GTS Securities LLC 0.06% Add +141.1% 12,730 $1.4M
Financial Alternatives, Inc 0.85% Reduce -8.4% 12,301 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.8% 11,787 $1.3M
Astoria Portfolio Advisors LLC. 0.35% Add +0.0% 11,536 $1.3M
Integral Investment Advisors, Inc. 0.35% Reduce -6.3% 11,494 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -0.5% 11,455 $1.3M
Flow Traders U.S. LLC 0.05% Reduce -55.9% 11,417 $1.3M
Brown Advisory Inc. 0.00% Reduce -4.2% 11,333 $1.3M
Wealth Management Resources, Inc. 0.40% Reduce -3.9% 10,959 $1.2M
WealthTrak Capital Management LLC 1.02% Add +1.4% 10,873 $1.2M
Waverly Advisors, LLC 0.01% Add +25.8% 10,865 $1.2M
Foronjy Financial LLC 0.53% Reduce -36.9% 10,687 $1.2M
Advisory Services Network, LLC 0.02% Add +0.6% 10,044 $1.1M
Jane Street Group, LLC 0.00% Reduce -61.8% 9,923 $1.1M
OneAscent Financial Services LLC 0.07% Reduce -0.9% 9,852 $1.1M
Summit Financial, LLC 0.02% New 9,317 $1.1M
Cwm, LLC 0.00% Add +52.0% 9,312 $1.1M
FMR LLC 0.00% Add +78.4% 9,292 $1.1M
Mutual Advisors, LLC 0.02% Reduce -1.6% 9,265 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -79.3% 9,265 $1.1M
Citadel Advisors 0.00% Reduce -62.2% 9,108 $1.0M
BridgePort Financial Solutions, LLC 0.28% Reduce -58.2% 9,094 $1.0M
Retirement Planning Group, LLC / NY 0.77% Add +0.7% 9,089 $1.0M
Investment Planning Advisors, Inc. 0.32% Add +2.1% 9,042 $1.0M
Brookstone Capital Management 0.01% Add +5.2% 9,019 $1.0M
Latitude Advisors, LLC 0.46% Reduce -11.3% 8,895 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +2.0% 8,415 $956K
Vestmark Advisory Solutions, Inc. 0.02% Add +328.1% 8,283 $941K
Ethos Financial Group, LLC 0.07% New 8,257 $938K
WBH Advisory Inc. 0.07% Reduce -0.4% 8,195 $931K
Avaii Wealth Management, LLC 0.33% Reduce -7.7% 7,590 $862K
Centerpoint Advisory Group 0.66% Reduce -0.7% 7,458 $847K
Quantinno Capital Management LP 0.00% Add +34.6% 7,344 $834K
Investors Research Corp 0.14% Reduce -5.5% 6,730 $765K
Phraction Management LLC 0.23% No change 6,710 $762K
Obermeyer Wealth Partners 0.04% Reduce -1.8% 6,644 $755K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.2% 6,593 $749K
Prasad Wealth Partners, LLC 0.21% Reduce -0.1% 6,580 $748K
Jacobi Capital Management LLC 0.05% Reduce -1.7% 6,580 $748K
Walled Lake Planning & Wealth Management, LLC 0.24% Add +3.1% 6,518 $741K
Schrum Private Wealth Management LLC 0.52% No change 6,241 $709K
Csenge Advisory Group 0.03% Reduce -24.7% 6,217 $706K
CreativeOne Wealth, LLC 0.02% Reduce -3.6% 6,215 $706K
Bank of New Hampshire 0.15% Reduce -15.9% 5,795 $658K
First Heartland Consultants, Inc. 0.05% Reduce -4.8% 5,791 $658K
US Bancorp \de 0.00% Add +79.1% 5,788 $658K
Bison Wealth, LLC 0.06% Reduce -3.9% 5,817 $653K
Fairway Wealth LLC 0.18% Add +153.9% 5,743 $653K
Rockefeller Capital Management L.P. 0.00% New 5,703 $648K
Belpointe Asset Management LLC 0.02% Reduce -6.0% 5,618 $638K
Prostatis Group LLC 0.16% Reduce -19.4% 5,450 $619K
PFG Advisors 0.02% Add +0.0% 5,202 $591K
Strategic Wealth Partners, Ltd. 0.04% Add +2.6% 5,129 $583K
Northern Trust Corp. 0.00% Add +48.1% 5,082 $577K
Integras Partners LLC 0.45% Add +17.9% 4,914 $558K
Whipplewood Advisors, LLC 0.37% Reduce -3.1% 4,905 $557K
Herold Advisors, Inc. 0.13% Reduce -6.3% 4,819 $548K
Comerica Bank 0.00% Reduce -12.8% 4,789 $544K
Hobbs Group Advisors, LLC 0.17% No change 4,773 $542K
Institute for Wealth Management, LLC. 0.06% Add +0.0% 4,769 $542K
Calton & Associates, Inc. 0.08% Reduce -22.7% 4,757 $540K
Hershey Financial Advisers, LLC 0.46% New 4,681 $532K
High Note Wealth, LLC 0.11% Reduce -7.2% 4,639 $527K
Sagespring Wealth Partners, LLC 0.01% Reduce -19.0% 4,627 $526K
Renaissance Technologies 0.00% Reduce -4.2% 4,600 $523K
Signature Estate & Investment Advisors LLC 0.01% Add +0.1% 4,535 $515K
International Assets Investment Management, LLC 0.04% No change 4,672 $508K
Sovereign Financial Group, Inc. 0.09% Reduce -76.3% 4,396 $499K
Glass Jacobson Investment Advisors llc 0.18% Add +6.1% 4,388 $499K
Ameritas Advisory Services, LLC 0.03% Add +376.9% 4,359 $495K
Stifel Financial Corp. 0.00% Reduce -29.2% 4,290 $487K
Mercer Global Advisors Inc. 0.00% Reduce -7.3% 4,147 $471K
Investor's Fiduciary Advisor Network, LLC 0.15% Reduce -0.3% 4,027 $457K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +5.1% 4,014 $456K
Great Valley Advisor Group, Inc. 0.01% Add +87.2% 4,012 $456K
Clark Asset Management, LLC 0.05% No change 4,003 $455K
Trustmark Bank Trust Department 0.03% No change 4,000 $454K
Choreo, LLC 0.01% Reduce -23.4% 3,894 $442K
Harbour Investments, Inc. 0.01% Add +1.8% 3,880 $441K
IFP Advisors, Inc 0.01% Reduce -7.2% 3,869 $440K
Leavell Investment Management, Inc. 0.02% Reduce -15.6% 3,795 $431K
Cornerstone Wealth Management, LLC 0.02% Add +9.8% 3,783 $430K
Fairscale Capital, LLC 0.29% No change 3,724 $423K
Venture Visionary Partners LLC 0.01% No change 3,575 $406K
Strategic Blueprint, LLC 0.02% Reduce -88.3% 3,448 $392K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +19.5% 3,448 $392K
Capital Advisory Group Advisory Services, LLC 0.12% Reduce -0.7% 3,438 $391K
AQR Capital Management 0.00% No change 3,342 $380K
Opulen Financial Group LLC 0.29% Add +0.1% 3,341 $380K
Coppell Advisory Solutions LLC 0.04% Reduce -58.8% 3,314 $377K
Santori & Peters, Inc. 0.13% Reduce -93.5% 3,249 $369K
Commerce Bank 0.00% No change 3,230 $367K
Avestar Capital, LLC 0.03% New 3,092 $351K
Verum Partners LLC 0.07% Add +0.2% 3,049 $346K
Drive Wealth Management, LLC 0.07% Reduce -11.0% 3,037 $345K
Summit Financial Consulting LLC 0.27% Reduce -2.2% 2,996 $340K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.2% 2,891 $328K
Puff Wealth Management, LLC 0.50% Reduce -7.2% 2,876 $327K
Concurrent Investment Advisors, LLC 0.01% Reduce -9.1% 2,833 $322K
Atria Investments, Inc 0.00% Reduce -79.4% 2,750 $312K
Per Stirling Capital Management, LLC. 0.04% No change 2,726 $310K
Merit Financial Group, LLC 0.00% Reduce -3.7% 2,712 $308K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.7% 2,703 $307K
Independence Bank of Kentucky 0.04% No change 2,700 $307K
Liberty Square Wealth Partners LLC 0.09% No change 2,645 $301K
Trilogy Capital Inc. 0.01% Reduce -3.2% 2,547 $289K
Envestnet Portfolio Solutions, Inc. 0.00% New 2,513 $286K
Bawa N Mallick Trust 0.11% No change 2,500 $284K
Clearwater Capital Advisors, LLC 0.02% Add +3.0% 2,464 $280K
CVA Family Office, LLC 0.04% No change 2,390 $272K
Opal Wealth Advisors, LLC 0.08% Reduce -33.2% 2,387 $271K
Andina Capital Management, LLC 0.15% Reduce -18.7% 2,385 $271K
Synovus Financial Corp. 0.00% Reduce -73.6% 2,379 $271K
Sard Wealth Management Group, LLC 0.15% No change 2,346 $267K
CAP Partners, LLC 0.15% Reduce -4.0% 2,328 $265K
Cadence Bank 0.02% No change 2,281 $259K
Old North State Wealth Management, LLC 0.12% Add +0.1% 2,255 $256K
Kingsview Wealth Management, LLC 0.00% Reduce -8.0% 2,175 $247K
Wharton Business Group, LLC 0.01% Reduce -23.5% 2,165 $246K
Gries Financial LLC 0.04% No change 2,141 $243K
Darwin Wealth Management, LLC 0.08% Add +0.4% 2,101 $239K
OneDigital Investment Advisors LLC 0.00% No change 2,101 $239K
Armstrong Advisory Group, Inc. 0.02% Reduce -25.5% 2,098 $238K
Tactive Advisors, LLC 0.07% New 2,089 $237K
BankPlus Wealth Management LLC 0.14% Reduce -3.7% 2,083 $237K
Adapt Wealth Advisors, LLC 0.09% New 2,073 $236K
Sunbelt Securities, Inc. 0.02% Add +27.9% 2,070 $235K
Uniting Wealth Partners, LLC 0.06% New 2,066 $235K
PNC Financial Services Group, Inc. 0.00% No change 2,064 $235K
West Branch Capital LLC 0.06% Reduce -16.4% 2,055 $233K
Fiduciary Trust Co 0.00% Reduce -3.7% 2,027 $230K
Wagner Wealth Management, LLC 0.05% Add +0.1% 2,007 $228K
Oder Investment Management, LLC 0.16% No change 1,970 $224K
Detalus Advisors, LLC 0.06% Add +0.1% 1,962 $223K
Gladstone Institutional Advisory LLC 0.01% Reduce -35.2% 1,932 $220K
Wedbush Securities Inc. 0.01% Reduce -0.2% 1,881 $214K
Level Four Advisory Services, LLC 0.01% Reduce -9.2% 1,866 $212K
Two Sigma Securities, LLC 0.03% Reduce -64.8% 1,852 $210K
Riverchase Wealth Management, LLC 0.12% Reduce -3.4% 1,830 $208K
Shepherd Kaplan Krochuk, LLC 0.17% New 1,797 $204K
Vermillion & White Wealth Management Group, LLC 0.10% No change 1,528 $174K
Scarborough Advisors, LLC 0.03% Add +0.1% 1,414 $161K
AE Wealth Management LLC 0.00% Add +5.0% 1,398 $159K
Rothschild Investment LLC 0.01% No change 1,396 $159K
Citigroup Inc. 0.00% Add +624.2% 1,289 $146K
Capital Analysts, LLC 0.00% No change 1,135 $129K
Federation des caisses Desjardins du Quebec 0.00% No change 1,120 $127K
GPS Wealth Strategies Group, LLC 0.01% Add +3.9% 939 $107K
Financial Network Wealth Advisors LLC 0.12% No change 928 $105K
O'shaughnessy Asset Management, LLC 0.00% Add +799.0% 863 $98K
National Bank of Canada 0.00% Add +56.6% 830 $94K
JPL Wealth Management, LLC 0.02% New 811 $92K
MAI Capital Management 0.00% No change 800 $91K
Archer Investment Corp 0.02% No change 758 $86K
First Command Advisory Services, Inc. 0.00% No change 730 $83K
Smartleaf Asset Management LLC 0.01% Add +1369.4% 720 $82K
Arlington Trust Co LLC 0.01% No change 600 $68K
Optiver Holding B.V. 0.00% New 573 $65K
NBZ Investment Advisors LLC 0.03% Reduce -98.1% 513 $58K
CIBC Private Wealth Group LLC 0.00% Reduce -33.1% 435 $49K
Aptus Capital Advisors, LLC 0.00% Reduce -7.8% 414 $47K
IAG Wealth Partners, LLC 0.01% No change 407 $46K
Creative Financial Designs Inc. 0.00% Reduce -54.0% 376 $43K
EverSource Wealth Advisors, LLC 0.00% No change 375 $43K
GGM Financial LLC 0.02% New 366 $42K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.1% 336 $38K
Root Financial Partners, LLC 0.00% New 317 $36K
Pinnacle Bancorp, Inc. 0.01% No change 312 $35K
Principal Securities, Inc. 0.00% Add +221.9% 309 $35K
BlackRock, Inc. 0.00% Reduce -86.2% 295 $34K
CoreCap Advisors, LLC 0.00% No change 281 $32K
Larson Financial Group LLC 0.00% No change 280 $32K
GAMMA Investing LLC 0.00% No change 237 $27K
Kozak & Associates, Inc. 0.00% No change 227 $25K
Harbor Asset Planning, Inc. 0.02% Add +0.5% 216 $25K
Wealthspire Advisors, LLC 0.00% New 207 $24K
Assetmark, Inc. 0.00% No change 203 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 180 $20K
Tidemark, LLC 0.01% Reduce -37.9% 156 $18K
Copia Wealth Management 0.01% No change 155 $18K
Evermay Wealth Management LLC 0.00% No change 140 $16K
Biltmore Family Office, LLC 0.00% New 136 $15K
Financial Gravity Asset Management, Inc. 0.00% — 134 $15K
Park Place Capital Corp 0.00% No change 109 $12K
Davis Capital Management 0.01% — 103 $12K
Midwest Capital Advisors, LLC 0.01% No change 100 $11K
Glen Eagle Advisors, LLC 0.00% No change 100 $11K
MTM Investment Management, LLC 0.00% No change 95 $11K
TD Capital Management LLC 0.00% No change 78 $9K
Richard W. Paul & Associates, LLC 0.00% Reduce -49.1% 57 $6K
Evolution Wealth Management Inc. 0.01% No change 54 $6K
Russell Investments Group, Ltd. 0.00% New 42 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 38 $4K
Contravisory Investment Management, Inc. 0.00% No change 25 $3K
Wolff Wiese Magana LLC 0.00% New 19 $2K
Evolution Advisers, Inc. 0.00% No change 18 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 16 $2K
TD Waterhouse Canada Inc. 0.00% No change 13 $1K
Operose Advisors LLC 0.00% No change 9 $1K
Qube Research & Technologies Ltd 0.00% Reduce -86.4% 3 $341
MCF Advisors LLC 0.00% No change 1 $103

"% 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.