Invesco S&P 500 Garp ETFSPGPETF

13F holders, Q4 2025 (December 31)
322holders +16
30new positions
24sold out
2famous investors
$113.80avg. 13F price*

At the end of Q4 2025, 322 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, up 16 from Q3 2025. 30 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($236.2M), LPL Financial LLC ($147.5M) and Raymond James Financial Inc. ($92.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions30$23.6M
Exits24$7.4M

All 13F filers, Q3 2025 → Q4 2025: 350,575 shares bought and 1,695,952 shares sold, net −1,345,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 322 holders

Morgan Stanley 0.01% Reduce -5.7% 2,074,872 $236.2M
LPL Financial LLC 0.04% Reduce -19.4% 1,295,252 $147.5M
Raymond James Financial Inc. 0.03% Reduce -27.7% 807,792 $92.0M
Bank of America Corp. 0.01% Reduce -20.8% 752,096 $85.6M
Fifth Third Bancorp 0.16% Reduce -7.8% 439,630 $50.1M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -0.2% 374,146 $42.6M
Howard Financial Services, LTD. 4.47% Reduce -2.7% 335,500 $38.2M
Modern Wealth Management, LLC 0.50% Reduce -0.9% 241,243 $27.5M
Commonwealth Equity Services, LLC 0.03% Reduce -7.8% 205,414 $23.4M
Campbell Deegan Wealth Management, LLC 17.80% Add +3.1% 193,630 $22.0M
Royal Bank of Canada 0.00% Add +2.3% 177,198 $20.2M
Coastal Bridge Advisors, LLC 1.45% Add +0.4% 169,779 $19.3M
UBS Group AG 0.00% Reduce -4.9% 161,831 $18.4M
Creative Planning 0.01% Reduce -8.5% 160,929 $18.3M
Osaic Holdings, Inc. 0.03% Reduce -17.8% 160,754 $18.3M
Wells Fargo & Company 0.00% Reduce -13.7% 136,897 $15.6M
Cetera Investment Advisers 0.02% Reduce -12.2% 133,109 $15.2M
Stadion Money Management, LLC 1.22% Reduce -0.9% 132,618 $15.1M
Jones Financial Companies LLLP 0.01% Add +3.8% 130,199 $14.8M
D'Orazio & Associates, Inc. 1.85% Reduce -10.9% 127,290 $14.5M
Cedar Wealth Management, LLC 4.33% Reduce -7.1% 126,998 $14.5M
WESCAP Management Group, Inc. 2.81% Add +4.6% 121,827 $13.9M
Grange Capital, LLC 13.08% Add +0.9% 119,715 $13.6M
Silicon Valley Capital Partners 1.22% Reduce -8.1% 118,131 $13.5M
Retirement Planning Group, LLC 0.44% Reduce -6.0% 116,741 $13.3M
Darrow Company, Inc. 5.52% Add +1.3% 107,900 $12.3M
Longview Financial Advisors, Inc. 8.31% Add +1.4% 107,438 $12.2M
Wealthcare Advisory Partners LLC 0.23% Reduce -45.4% 102,704 $11.7M
HighTower Advisors, LLC 0.01% Add +6.9% 97,649 $11.1M
Flagship Harbor Advisors, LLC 0.49% Add +3.5% 92,123 $10.5M
BNP Paribas Financial Markets 0.01% Reduce -30.5% 90,395 $10.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.0% 86,892 $10.2M
Global Retirement Partners, LLC 0.18% Reduce -40.8% 89,428 $10.2M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -25.0% 85,003 $9.7M
MML Investors Services, LLC 0.02% Reduce -5.9% 82,498 $9.4M
Wood Tarver Financial Group, LLC 2.45% Reduce -3.0% 76,474 $8.7M
Perennial Investment Advisors, LLC 0.67% Reduce -17.7% 74,590 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -10.7% 73,905 $8.4M
1900 Wealth Management LLC 0.51% Reduce -1.6% 70,042 $8.0M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 67,624 $7.7M
Thoroughbred Financial Services, LLC 0.43% Reduce -1.5% 64,160 $7.3M
Elevation Capital Advisory, LLC 2.91% Add +89.2% 62,520 $7.1M
Truist Financial Corp. 0.01% Reduce -9.6% 61,701 $7.0M
Private Advisor Group, LLC 0.03% Reduce -2.8% 58,044 $6.6M
Goldman Sachs Group Inc. 0.00% Reduce -32.9% 53,415 $6.1M
&partners 0.03% Add +5.3% 51,242 $5.8M
Mariner, LLC 0.01% Reduce -2.9% 50,617 $5.8M
Alhambra Investment Management LLC 2.59% Reduce -1.3% 48,852 $5.6M
D.A. Davidson & Co. 0.03% Add +9.3% 47,009 $5.4M
Johnson & White Wealth Management, LLC 2.27% Add +9.4% 45,741 $5.2M
Principle Wealth Partners LLC 0.29% Reduce -3.5% 45,406 $5.2M
Liberty One Investment Management, LLC 0.64% Reduce -33.6% 43,765 $5.0M
JPMorgan Chase & Co. 0.00% Reduce -5.8% 43,610 $5.0M
Hudock, Inc. 0.72% Reduce -1.8% 42,703 $4.9M
First United Bank & Trust 1.55% Reduce -4.0% 42,607 $4.9M
Cerity Partners LLC 0.01% Reduce -0.8% 39,091 $4.5M
NewEdge Advisors, LLC 0.02% Add +1.7% 38,583 $4.4M
Sovran Advisors, LLC 0.37% Reduce -7.6% 37,411 $4.3M
Allworth Financial LP 0.02% Reduce -4.1% 37,671 $4.3M
Eagle Strategies LLC 0.54% Reduce -2.7% 36,870 $4.2M
Cozad Asset Management Inc. 0.32% Reduce -13.1% 35,832 $4.1M
Janney Montgomery Scott LLC 0.01% Reduce -3.0% 35,511 $4.0M
Jump Financial, LLC 0.05% New 34,314 $3.9M
Marble Wealth, LLC 0.54% — 34,176 $3.9M
Equitable Holdings, Inc. 0.03% Add +3.0% 33,634 $3.8M
Pine Harbor Wealth Management, LLC 1.17% Reduce -26.0% 33,554 $3.8M
Kestra Private Wealth Services, LLC 0.05% Reduce -4.1% 33,139 $3.8M
Perigon Wealth Management, LLC 0.07% Reduce -2.3% 32,240 $3.7M
Advyzon Investment Management, LLC 0.41% New 30,660 $3.5M
Arkadios Wealth Advisors 0.07% Add +1.6% 29,756 $3.4M
Oppenheimer & Co. Inc. 0.05% Reduce -2.7% 29,436 $3.4M
Nwam LLC 0.19% Add +10.7% 28,602 $3.3M
Kovack Advisors, Inc. 0.16% New 29,196 $3.3M
Perryman Financial Advisory Inc. 0.48% — 28,988 $3.3M
Kestra Advisory Services, LLC 0.01% Reduce -9.9% 28,781 $3.3M
Finward Bancorp 2.53% Reduce -3.8% 28,564 $3.3M
GC Wealth Management RIA, LLC 0.12% Reduce -13.5% 28,163 $3.2M
Breakwater Capital Group 0.44% Reduce -6.7% 27,732 $3.2M
Guardian Capital, LLC 2.72% — 26,674 $3.0M
Thrivent Financial for Lutherans 0.01% New 25,690 $2.9M
Genesis Private Wealth, LLC 0.90% Reduce -18.7% 25,506 $2.9M
Marks Group Wealth Management, Inc 0.26% No change 23,892 $2.7M
Galvin, Gaustad & Stein, LLC 0.21% New 23,756 $2.7M
Milestone Investment Advisors LLC 0.64% Reduce -8.4% 23,389 $2.7M
Integrity Alliance, Llc. 0.10% Add +4.9% 23,059 $2.6M
Money Concepts Capital Corp. 0.14% Reduce -52.2% 22,617 $2.6M
Geneos Wealth Management Inc. 0.06% Reduce -2.7% 22,008 $2.5M
Tme Financial, Inc. 1.68% Reduce -14.5% 21,016 $2.4M
World Investment Advisors 0.04% Add +16.7% 19,695 $2.2M
Baron Financial Group, LLC 1.13% Reduce -0.2% 18,565 $2.1M
Hilltop Holdings Inc. 0.13% Add +0.9% 18,552 $2.1M
Transcend Capital Advisors, LLC 0.16% Add +0.3% 18,092 $2.1M
Beacon Financial Planning, Inc. 0.98% Reduce -0.3% 17,842 $2.0M
HighPoint Advisor Group LLC 0.04% New 17,462 $2.0M
Belpointe Asset Management LLC 0.07% Add +208.1% 17,308 $2.0M
Fifth Third Securities, Inc. 0.13% Reduce -5.2% 16,960 $1.9M
Redhawk Wealth Advisors, Inc. 0.21% Add +0.2% 16,769 $1.9M
Farther Finance Advisors, LLC 0.02% Reduce -2.5% 16,361 $1.9M
ORG Partners LLC 0.33% No change 16,012 $1.8M
Flow Traders U.S. LLC 0.06% Add +38.5% 15,808 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -39.0% 15,684 $1.8M
Visionary Wealth Advisors 0.08% Reduce -10.1% 15,222 $1.7M
Ring Mountain Capital, LLC 0.89% Reduce -3.8% 14,953 $1.7M
CSM Advisors, LLC 0.05% Reduce -14.6% 15,200 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -0.4% 15,094 $1.7M
Spectrum Wealth Advisory Group, LLC 0.61% Reduce -10.5% 14,670 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.20% Add +10.8% 14,379 $1.6M
Ritter Daniher Financial Advisory LLC / DE 0.27% Reduce -19.4% 14,185 $1.6M
Edmond DE Rothschild Holding S.A. 0.02% No change 13,880 $1.6M
Harbour Investments, Inc. 0.03% Add +246.0% 13,425 $1.5M
NWF Advisory Services Inc. 0.17% Reduce -1.9% 13,410 $1.5M
Inspire Advisors, LLC 0.14% Reduce -7.9% 13,336 $1.5M
Planned Solutions, Inc. 0.47% Reduce -0.9% 12,807 $1.5M
Foronjy Financial LLC 0.59% Add +15.5% 12,341 $1.4M
Financial Alternatives, Inc 0.81% No change 12,301 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +3.0% 12,138 $1.4M
Silver Oak Securities, Incorporated 0.09% New 11,980 $1.4M
J.W. Cole Advisors, Inc. 0.03% Reduce -15.2% 11,985 $1.4M
Brown Advisory Inc. 0.00% Add +3.5% 11,733 $1.3M
Integral Investment Advisors, Inc. 0.32% Reduce -0.3% 11,454 $1.3M
Sigma Planning Corp 0.04% Add +15.0% 22,782 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -0.5% 11,397 $1.3M
Waverly Advisors, LLC 0.01% Add +2.5% 11,135 $1.3M
WealthTrak Capital Management LLC 0.90% Add +2.1% 11,097 $1.3M
Cwm, LLC 0.00% Add +18.6% 11,048 $1.3M
Wealth Management Resources, Inc. 0.42% Reduce -5.3% 10,382 $1.2M
Advisory Services Network, LLC 0.02% Reduce -0.4% 10,002 $1.1M
Quantinno Capital Management LP 0.00% Add +34.2% 9,856 $1.1M
Northern Trust Corp. 0.00% Add +93.8% 9,847 $1.1M
Summit Financial, LLC 0.02% Add +2.6% 9,557 $1.1M
FMR LLC 0.00% Add +1.7% 9,454 $1.1M
Latitude Advisors, LLC 0.47% Add +6.0% 9,425 $1.1M
Sanctuary Advisors, LLC 0.01% Add +0.7% 9,334 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +10.7% 9,315 $1.1M
Investment Planning Advisors, Inc. 0.30% Add +0.1% 9,049 $1.0M
Mutual Advisors, LLC 0.02% Reduce -2.4% 9,047 $1.0M
Brookstone Capital Management 0.01% Reduce -1.9% 8,847 $1.0M
Vestmark Advisory Solutions, Inc. 0.01% Add +4.1% 8,624 $982K
OneAscent Financial Services LLC 0.09% Reduce -16.1% 8,261 $941K
Retirement Planning Group, LLC / NY 0.64% Reduce -10.0% 8,180 $931K
Ethos Financial Group, LLC 0.07% Reduce -2.0% 8,095 $922K
CreativeOne Wealth, LLC 0.02% Add +25.8% 7,816 $890K
Fairway Wealth LLC 0.24% Add +35.8% 7,800 $888K
Centerpoint Advisory Group 0.68% Add +4.0% 7,758 $883K
WBH Advisory Inc. 0.06% Reduce -7.2% 7,607 $866K
BridgePort Financial Solutions, LLC 0.23% Reduce -16.8% 7,564 $861K
Avaii Wealth Management, LLC 0.30% Reduce -4.0% 7,290 $830K
Citadel Advisors 0.00% Reduce -24.8% 6,853 $780K
Phraction Management LLC 0.22% No change 6,710 $764K
Walled Lake Planning & Wealth Management, LLC 0.24% Add +1.4% 6,606 $752K
Vise Technologies, Inc. 0.01% New 6,596 $751K
Jacobi Capital Management LLC 0.04% Reduce -1.9% 6,458 $735K
Prasad Wealth Partners, LLC 0.19% Reduce -2.8% 6,393 $728K
Bison Wealth, LLC 0.08% Add +16.9% 6,798 $728K
Schrum Private Wealth Management LLC 0.53% No change 6,241 $711K
Kingsview Wealth Management, LLC 0.01% Add +183.4% 6,163 $702K
US Bancorp \de 0.00% No change 5,788 $659K
Csenge Advisory Group 0.03% Reduce -7.8% 5,735 $653K
Rockefeller Capital Management L.P. 0.00% Reduce -0.6% 5,670 $646K
Investors Research Corp 0.12% Reduce -17.0% 5,586 $636K
Bank of New Hampshire 0.14% Reduce -5.7% 5,465 $622K
Sequoia Financial Advisors, LLC 0.00% Reduce -19.4% 5,311 $605K
Citigroup Inc. 0.00% Add +292.4% 5,058 $576K
Whipplewood Advisors, LLC 0.36% Add +1.1% 4,960 $565K
Institute for Wealth Management, LLC. 0.06% Add +0.1% 4,772 $543K
PFG Advisors 0.03% Reduce -9.4% 4,715 $537K
Cornerstone Wealth Management, LLC 0.03% Add +24.6% 4,712 $537K
Integras Partners LLC 0.43% Reduce -4.3% 4,702 $535K
Glass Jacobson Investment Advisors llc 0.19% Add +4.9% 4,602 $524K
High Note Wealth, LLC 0.10% Reduce -0.8% 4,602 $524K
Signature Estate & Investment Advisors LLC 0.01% Add +0.2% 4,543 $517K
International Assets Investment Management, LLC 0.03% Reduce -4.3% 4,472 $509K
Comerica Bank 0.00% Reduce -8.6% 4,379 $499K
Stifel Financial Corp. 0.00% Add +0.7% 4,319 $492K
Herold Advisors, Inc. 0.11% Reduce -10.9% 4,295 $489K
Hobbs Group Advisors, LLC 0.15% Reduce -10.3% 4,284 $488K
Mercer Global Advisors Inc. 0.00% Add +3.2% 4,281 $487K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.5% 4,280 $487K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +4.2% 4,182 $476K
Astoria Portfolio Advisors LLC. 0.11% Reduce -64.5% 4,094 $466K
Sovereign Financial Group, Inc. 0.08% Reduce -7.5% 4,067 $463K
Clark Asset Management, LLC 0.05% No change 4,003 $456K
Redwood Family Wealth LLC 0.45% — 4,001 $456K
Trustmark Bank Trust Department 0.03% No change 4,000 $455K
IFP Advisors, Inc 0.01% No change 3,869 $441K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.7% 3,865 $440K
Investor's Fiduciary Advisor Network, LLC 0.09% Reduce -4.4% 3,848 $438K
Envestnet Portfolio Solutions, Inc. 0.00% Add +49.5% 3,758 $428K
GTS Securities LLC 0.01% Reduce -71.1% 3,676 $419K
Venture Visionary Partners LLC 0.01% No change 3,575 $407K
Calton & Associates, Inc. 0.06% Reduce -26.0% 3,519 $401K
Simon Quick Advisors, LLC 0.02% New 3,480 $396K
Fairscale Capital, LLC 0.26% Reduce -7.1% 3,461 $394K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 3,448 $393K
Capital Advisory Group Advisory Services, LLC 0.11% Reduce -0.5% 3,420 $389K
Coppell Advisory Solutions LLC 0.04% Add +1.4% 3,362 $386K
Opulen Financial Group LLC 0.28% Add +0.2% 3,348 $381K
Leavell Investment Management, Inc. 0.02% Reduce -11.9% 3,345 $381K
AQR Capital Management 0.00% No change 3,342 $381K
Commerce Bank 0.00% No change 3,230 $368K
Claris Financial LLC 0.19% New 3,185 $363K
Obermeyer Wealth Partners 0.02% Reduce -52.2% 3,173 $361K
Verum Partners LLC 0.07% Add +0.2% 3,054 $348K
Avestar Capital, LLC 0.02% Reduce -2.2% 3,025 $344K
Santori & Peters, Inc. 0.12% Reduce -8.0% 2,990 $340K
ATX Financial Planning, LLC 0.26% — 2,979 $339K
BIP Wealth, LLC 0.01% New 2,965 $338K
Fifth Third Wealth Advisors LLC 0.01% Add +0.9% 2,916 $332K
Puff Wealth Management, LLC 0.43% Add +0.0% 2,877 $329K
Summit Financial Consulting LLC 0.23% Reduce -5.6% 2,829 $322K
NorthRock Partners, LLC 0.01% New 2,758 $314K
Per Stirling Capital Management, LLC. 0.03% No change 2,726 $310K
Merit Financial Group, LLC 0.00% Add +0.0% 2,713 $309K
Independence Bank of Kentucky 0.04% No change 2,700 $307K
Valmark Advisers, Inc. 0.00% New 2,699 $307K
First Heartland Consultants, Inc. 0.02% Reduce -53.5% 2,692 $307K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.7% 2,671 $304K
Liberty Square Wealth Partners LLC 0.09% No change 2,645 $301K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -2.3% 2,642 $301K
Choreo, LLC 0.00% Reduce -34.3% 2,557 $294K
Bawa N Mallick Trust 0.11% No change 2,500 $285K
Opal Wealth Advisors, LLC 0.07% Add +4.2% 2,487 $283K
Clearwater Capital Advisors, LLC 0.02% No change 2,464 $281K
Sard Wealth Management Group, LLC 0.15% No change 2,346 $267K
Sankala Group LLC 0.21% — 2,314 $267K
CAP Partners, LLC 0.15% Reduce -0.0% 2,327 $265K
Cadence Bank 0.02% No change 2,281 $260K
CVA Family Office, LLC 0.03% Reduce -5.2% 2,267 $258K
Old North State Wealth Management, LLC 0.12% Add +0.2% 2,259 $257K
Tactive Advisors, LLC 0.08% Add +7.9% 2,254 $257K
Darwin Wealth Management, LLC 0.08% Add +6.1% 2,230 $254K
Axxcess Wealth Management, LLC 0.00% New 2,224 $253K
Trilogy Capital Inc. 0.01% Reduce -12.8% 2,221 $253K
Andina Capital Management, LLC 0.15% Reduce -7.2% 2,214 $252K
TAGStone Capital, Inc. 0.09% New 2,176 $248K
Wharton Business Group, LLC 0.01% No change 2,165 $247K
OneDigital Investment Advisors LLC 0.00% No change 2,101 $239K
BankPlus Wealth Management LLC 0.13% Add +0.1% 2,086 $238K
Sunbelt Securities, Inc. 0.02% Add +0.2% 2,074 $236K
Uniting Wealth Partners, LLC 0.07% Add +0.1% 2,069 $236K
West Branch Capital LLC 0.06% No change 2,055 $234K
Fiduciary Trust Co 0.00% Reduce -0.5% 2,017 $230K
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 2,014 $229K
Wagner Wealth Management, LLC 0.05% Add +0.1% 2,010 $229K
Drive Wealth Management, LLC 0.04% Reduce -34.9% 1,976 $225K
Detalus Advisors, LLC 0.05% Add +0.1% 1,963 $224K
Gladstone Institutional Advisory LLC 0.01% Add +0.1% 1,934 $220K
Level Four Advisory Services, LLC 0.01% Add +2.9% 1,920 $219K
Two Sigma Securities, LLC 0.03% Add +2.4% 1,897 $216K
Nvest Financial, LLC 0.09% New 1,870 $213K
Shepherd Kaplan Krochuk, LLC 0.17% No change 1,797 $205K
Wedbush Securities Inc. 0.01% Reduce -5.6% 1,775 $202K
Ausdal Financial Partners, Inc. 0.01% New 1,765 $201K
Princeton Global Asset Management LLC 0.03% New 1,629 $185K
Vermillion & White Wealth Management Group, LLC 0.09% No change 1,528 $174K
Bayban 0.15% — 1,500 $171K
Scarborough Advisors, LLC 0.03% Reduce -1.1% 1,399 $159K
Rothschild Investment LLC 0.01% No change 1,396 $159K
Armstrong Advisory Group, Inc. 0.01% Reduce -43.3% 1,190 $135K
Capital Analysts, LLC 0.00% No change 1,135 $129K
Federation des caisses Desjardins du Quebec 0.00% No change 1,120 $128K
eCIO, Inc. 0.05% New 952 $108K
MAI Capital Management 0.00% Add +16.9% 935 $106K
Financial Network Wealth Advisors LLC 0.11% No change 928 $106K
AE Wealth Management LLC 0.00% Reduce -37.0% 880 $100K
Bank of Montreal 0.00% Reduce -53.2% 866 $99K
National Bank of Canada 0.00% No change 830 $95K
Archer Investment Corp 0.02% No change 758 $86K
First Command Advisory Services, Inc. 0.00% No change 730 $83K
O'shaughnessy Asset Management, LLC 0.00% Reduce -18.4% 704 $80K
Elevated Capital Advisors, LLC 0.02% New 683 $78K
NBZ Investment Advisors LLC 0.03% Add +0.2% 514 $59K
Smartleaf Asset Management LLC 0.00% Reduce -29.4% 508 $58K
Arax Advisory Partners 0.00% New 506 $58K
CIBC Private Wealth Group LLC 0.00% No change 435 $50K
IAG Wealth Partners, LLC 0.01% No change 407 $46K
Creative Financial Designs Inc. 0.00% No change 376 $43K
EverSource Wealth Advisors, LLC 0.00% No change 375 $43K
GGM Financial LLC 0.02% Add +0.3% 367 $42K
Pinnacle Bancorp, Inc. 0.01% Add +0.3% 313 $36K
BlackRock, Inc. 0.00% No change 295 $34K
CoreCap Advisors, LLC 0.00% No change 281 $32K
Aptus Capital Advisors, LLC 0.00% Reduce -36.2% 264 $30K
Root Financial Partners, LLC 0.00% Reduce -21.1% 250 $28K
GAMMA Investing LLC 0.00% No change 237 $27K
Kozak & Associates, Inc. 0.01% Add +0.4% 228 $27K
Harbor Asset Planning, Inc. 0.02% No change 216 $25K
Assetmark, Inc. 0.00% No change 203 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 180 $20K
Copia Wealth Management 0.01% No change 155 $18K
Parallel Advisors, LLC 0.00% New 151 $17K
Evermay Wealth Management LLC 0.00% No change 140 $16K
Biltmore Family Office, LLC 0.00% No change 136 $15K
Franklin Resources Inc. 0.00% New 135 $15K
Financial Gravity Asset Management, Inc. 0.00% No change 134 $15K
Strategic Wealth Partners, Ltd. 0.00% Reduce -97.5% 129 $15K
Hilton Head Capital Partners, LLC 0.01% — 118 $13K
Park Place Capital Corp 0.00% No change 109 $12K
Davis Capital Management 0.01% Add +1.0% 104 $12K
Glen Eagle Advisors, LLC 0.00% No change 100 $11K
IFC & Insurance Marketing, Inc. 0.01% — 101 $11K
MTM Investment Management, LLC 0.00% No change 95 $11K
Russell Investments Group, Ltd. 0.00% Add +121.4% 93 $11K
Capital Investment Advisory Services, LLC 0.00% New 93 $11K
Private Trust Co. NA 0.00% New 90 $10K
Tidemark, LLC 0.00% Reduce -46.8% 83 $9K
Garton & Associates Financial Advisors LLC 0.01% — 81 $9K
TD Capital Management LLC 0.00% No change 78 $9K
Evolution Wealth Management Inc. 0.01% No change 54 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 38 $4K
Contravisory Investment Management, Inc. 0.00% No change 25 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 25 $3K
Richard W. Paul & Associates, LLC 0.00% Reduce -59.6% 23 $3K
Keating Financial Advisory Services, Inc. 0.00% — 19 $2K
Evolution Advisers, Inc. 0.00% No change 18 $2K
CENTRAL TRUST Co 0.00% New 15 $2K
EPG Wealth Management LLC 0.00% New 10 $1K
North Star Investment Management Corp. 0.00% New 5 $569
AlphaCore Capital LLC 0.00% New 4 $455
Qube Research & Technologies Ltd 0.00% No change 3 $342
Larson Financial Group LLC 0.00% Reduce -99.3% 2 $234
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.