Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 298 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 24 from Q4 2025. 16 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($198.8M), LPL Financial LLC ($129.2M) and Raymond James Financial Inc. ($78.5M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.7M |
| Exits | 35 | $34.2M |
All 13F filers, Q4 2025 → Q1 2026: 350,329 shares bought and 1,601,517 shares sold, net −1,251,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Morgan Stanley | 0.01% | Reduce -10.9% | 1,847,583 | $198.8M |
| LPL Financial LLC | 0.03% | Reduce -7.3% | 1,200,648 | $129.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.7% | 729,216 | $78.5M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 706,406 | $76.0M |
| Fifth Third Bancorp | 0.08% | Reduce -6.4% | 411,551 | $44.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.3% | 369,402 | $39.8M |
| Howard Financial Services, LTD. | 4.13% | Add +1.6% | 340,836 | $36.7M |
| Campbell Deegan Wealth Management, LLC | 16.74% | Reduce -0.0% | 193,546 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.3% | 190,404 | $20.5M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 179,510 | $19.3M |
| Coastal Bridge Advisors, LLC | 1.28% | Reduce -1.1% | 167,939 | $18.1M |
| UBS Group AG | 0.00% | Add +1.7% | 164,528 | $17.7M |
| BNP Paribas Financial Markets | 0.01% | Add +77.2% | 160,200 | $17.2M |
| Creative Planning | 0.01% | Reduce -5.6% | 151,888 | $16.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.2% | 141,214 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +3.0% | 134,125 | $14.1M |
| Cedar Wealth Management, LLC | 3.85% | Reduce -3.3% | 122,786 | $13.2M |
| WESCAP Management Group, Inc. | 2.55% | Reduce -1.3% | 120,202 | $12.9M |
| Cetera Investment Advisers | 0.01% | Reduce -10.4% | 119,234 | $12.8M |
| Darrow Company, Inc. | 5.51% | Add +5.3% | 113,671 | $12.2M |
| D'Orazio & Associates, Inc. | 1.58% | Reduce -11.0% | 113,320 | $12.2M |
| Modern Wealth Management, LLC | 0.20% | Reduce -54.2% | 110,492 | $11.9M |
| Longview Financial Advisors, Inc. | 7.21% | Add +2.1% | 109,700 | $11.8M |
| Wells Fargo & Company | 0.00% | Reduce -20.8% | 108,480 | $11.7M |
| Silicon Valley Capital Partners | 1.14% | Reduce -8.2% | 108,457 | $11.7M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +13.9% | 104,888 | $11.3M |
| Grange Capital, LLC | 10.67% | Reduce -16.9% | 99,507 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 94,887 | $10.2M |
| Retirement Planning Group, LLC | 0.30% | Reduce -22.4% | 90,616 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.4% | 83,063 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.4% | 71,770 | $7.7M |
| 1900 Wealth Management LLC | 0.48% | Reduce -0.1% | 69,936 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.3% | 69,266 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.3% | 64,388 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Add +3.4% | 60,030 | $6.5M |
| Perennial Investment Advisors, LLC | 0.51% | Reduce -21.0% | 58,923 | $6.3M |
| &partners | 0.03% | Add +13.9% | 58,385 | $6.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.3% | 57,799 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.36% | Reduce -12.0% | 56,479 | $6.1M |
| Mariner, LLC | 0.01% | Add +7.5% | 54,386 | $5.9M |
| Jump Financial, LLC | 0.10% | Add +58.3% | 54,310 | $5.8M |
| D.A. Davidson & Co. | 0.03% | Add +4.4% | 49,097 | $5.3M |
| Alhambra Investment Management LLC | 2.43% | Add +0.3% | 48,976 | $5.3M |
| Johnson & White Wealth Management, LLC | 2.23% | Add +7.0% | 48,937 | $5.3M |
| Elevation Capital Advisory, LLC | 2.00% | Reduce -30.2% | 43,664 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.6% | 41,542 | $4.7M |
| Sovran Advisors, LLC | 0.34% | Add +0.0% | 37,415 | $4.4M |
| Citadel Advisors | 0.00% | Add +492.7% | 40,617 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +3.4% | 40,402 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 39,218 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +10.4% | 36,576 | $3.9M |
| First United Bank & Trust | 1.27% | Reduce -14.8% | 36,292 | $3.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +11.3% | 35,872 | $3.9M |
| Hudock, Inc. | 0.57% | Reduce -16.2% | 35,768 | $3.8M |
| Eagle Strategies LLC | 0.46% | Reduce -3.5% | 35,566 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -7.3% | 34,923 | $3.8M |
| Marble Wealth, LLC | 0.65% | Add +0.9% | 34,469 | $3.7M |
| Cozad Asset Management Inc. | 0.29% | Reduce -5.3% | 33,939 | $3.7M |
| Principle Wealth Partners LLC | 0.20% | Reduce -27.1% | 33,116 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.6% | 30,397 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.8% | 29,542 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.5% | 29,305 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | New | 29,082 | $3.1M |
| Perryman Financial Advisory Inc. | 0.46% | Reduce -0.9% | 28,735 | $3.1M |
| GC Wealth Management RIA, LLC | 0.13% | Add +1.9% | 28,702 | $3.1M |
| Nwam LLC | 0.18% | Add +0.1% | 28,638 | $3.1M |
| Finward Bancorp | 2.41% | Reduce -2.0% | 27,994 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 27,584 | $3.0M |
| Beacon Financial Planning, Inc. | 1.10% | Add +48.1% | 26,419 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -68.2% | 26,209 | $2.8M |
| Pine Harbor Wealth Management, LLC | 0.84% | Reduce -22.0% | 26,158 | $2.8M |
| Breakwater Capital Group | 0.37% | Reduce -7.1% | 25,755 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.6% | 25,604 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.9% | 24,949 | $2.7M |
| Integrity Alliance, Llc. | 0.10% | Add +5.7% | 24,364 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Add +7.7% | 24,356 | $2.6M |
| Marks Group Wealth Management, Inc | 0.25% | No change | 23,892 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Reduce -22.3% | 23,123 | $2.5M |
| Genesis Private Wealth, LLC | 0.78% | Reduce -9.5% | 23,089 | $2.5M |
| Kovack Advisors, Inc. | 0.13% | Reduce -23.4% | 22,356 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -78.6% | 22,007 | $2.4M |
| Milestone Investment Advisors LLC | 0.55% | Reduce -10.1% | 21,017 | $2.3M |
| Ascentis Independent Advisors | 0.17% | New | 20,341 | $2.2M |
| Tme Financial, Inc. | 1.50% | Reduce -4.0% | 20,180 | $2.2M |
| Liberty One Investment Management, LLC | 0.21% | Reduce -56.0% | 19,241 | $2.1M |
| Baron Financial Group, LLC | 1.08% | Add +0.1% | 18,575 | $2.0M |
| Hilltop Holdings Inc. | 0.18% | Reduce -1.0% | 18,370 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Add +3.4% | 17,895 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -1.1% | 17,885 | $1.9M |
| World Investment Advisors | 0.03% | Reduce -11.6% | 17,405 | $1.9M |
| Fifth Third Securities, Inc. | 0.12% | Add +1.0% | 17,126 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Reduce -2.1% | 16,423 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.2% | 16,333 | $1.8M |
| NWF Advisory Services Inc. | 0.19% | Add +17.0% | 15,689 | $1.7M |
| Ring Mountain Capital, LLC | 0.90% | Add +2.1% | 15,275 | $1.6M |
| Visionary Wealth Advisors | 0.07% | Add +0.2% | 15,255 | $1.6M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -14.6% | 14,915 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +44.0% | 14,196 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 13,880 | $1.5M |
| CSM Advisors, LLC | 0.04% | Reduce -11.2% | 13,500 | $1.5M |
| Spectrum Wealth Advisory Group, LLC | 0.54% | Reduce -8.0% | 13,490 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Reduce -13.0% | 13,129 | $1.4M |
| Foronjy Financial LLC | 0.58% | Add +5.2% | 12,988 | $1.4M |
| Inspire Advisors, LLC | 0.11% | Reduce -2.7% | 12,972 | $1.4M |
| Planned Solutions, Inc. | 0.45% | Reduce -0.3% | 12,769 | $1.4M |
| White Knight Strategic Wealth Advisors, LLC | 1.13% | Reduce -13.7% | 12,409 | $1.3M |
| Financial Alternatives, Inc | 0.71% | No change | 12,301 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Reduce -13.8% | 12,220 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Reduce -13.7% | 11,590 | $1.2M |
| Integral Investment Advisors, Inc. | 0.31% | Add +0.7% | 11,539 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 11,417 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | No change | 11,397 | $1.2M |
| WealthTrak Capital Management LLC | 0.88% | Add +2.7% | 11,392 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -5.2% | 11,360 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +1.3% | 11,282 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -4.5% | 10,554 | $1.1M |
| Wealth Management Resources, Inc. | 0.39% | Reduce -0.1% | 10,367 | $1.1M |
| FMR LLC | 0.00% | Add +9.0% | 10,305 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -55.4% | 9,807 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +10.3% | 9,758 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.6% | 9,744 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -4.7% | 9,531 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +120.5% | 9,440 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +8.5% | 9,358 | $1.0M |
| Latitude Advisors, LLC | 0.45% | Reduce -3.6% | 9,087 | $978K |
| Investment Planning Advisors, Inc. | 0.27% | Reduce -0.0% | 9,046 | $973K |
| Whalen Wealth Management Inc. | 0.52% | New | 8,969 | $965K |
| OneAscent Financial Services LLC | 0.05% | Add +4.0% | 8,594 | $925K |
| Investor's Fiduciary Advisor Network, LLC | 0.28% | Add +122.7% | 8,569 | $922K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.6% | 8,267 | $890K |
| BridgePort Financial Solutions, LLC | 0.25% | Add +8.6% | 8,217 | $884K |
| Fairway Wealth LLC | 0.23% | Add +5.5% | 8,229 | $882K |
| Wood Tarver Financial Group, LLC | 0.23% | Reduce -89.8% | 7,792 | $838K |
| Centerpoint Advisory Group | 0.63% | No change | 7,758 | $835K |
| Flow Traders U.S. LLC | 0.03% | Reduce -51.2% | 7,717 | $831K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.8% | 7,518 | $809K |
| WBH Advisory Inc. | 0.06% | Reduce -2.1% | 7,448 | $804K |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.3% | 7,385 | $795K |
| Retirement Planning Group, LLC / NY | 0.51% | Reduce -10.5% | 7,320 | $788K |
| Avaii Wealth Management, LLC | 0.27% | Reduce -1.3% | 7,192 | $774K |
| Quantum Portfolio Management LLC | 0.33% | New | 7,036 | $757K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -42.2% | 7,017 | $755K |
| Vise Technologies, Inc. | 0.01% | No change | 6,596 | $751K |
| Independent Advisor Alliance | 0.01% | New | 6,754 | $727K |
| Northern Trust Corp. | 0.00% | Reduce -31.5% | 6,745 | $726K |
| Phraction Management LLC | 0.20% | No change | 6,710 | $722K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.1% | 6,452 | $694K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.4% | 6,434 | $692K |
| Schrum Private Wealth Management LLC | 0.51% | No change | 6,241 | $672K |
| Prasad Wealth Partners, LLC | 0.18% | Reduce -5.5% | 6,038 | $650K |
| Walled Lake Planning & Wealth Management, LLC | 0.19% | Reduce -10.2% | 5,932 | $638K |
| US Bancorp \de | 0.00% | No change | 5,788 | $623K |
| Bison Wealth, LLC | 0.06% | Reduce -21.9% | 5,312 | $616K |
| Investors Research Corp | 0.11% | No change | 5,586 | $601K |
| GTS Securities LLC | 0.02% | Add +50.9% | 5,546 | $597K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +15.3% | 5,433 | $585K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.8% | 5,371 | $578K |
| Csenge Advisory Group | 0.03% | Reduce -6.4% | 5,368 | $578K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.5% | 5,071 | $546K |
| Bank of New Hampshire | 0.12% | Reduce -8.8% | 4,985 | $536K |
| Glass Jacobson Investment Advisors llc | 0.18% | Add +4.0% | 4,786 | $515K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.1% | 4,777 | $514K |
| PFG Advisors | 0.02% | Add +0.0% | 4,716 | $508K |
| Index Technologies Group LLC | 0.54% | New | 4,581 | $493K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 4,556 | $490K |
| Whipplewood Advisors, LLC | 0.24% | Reduce -11.6% | 4,383 | $472K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.2% | 4,328 | $467K |
| High Note Wealth, LLC | 0.09% | Reduce -6.0% | 4,325 | $465K |
| Herold Advisors, Inc. | 0.10% | No change | 4,295 | $462K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -3.9% | 3,935 | $462K |
| Hobbs Group Advisors, LLC | 0.14% | Reduce -0.7% | 4,254 | $458K |
| Summit Financial, LLC | 0.01% | Reduce -55.6% | 4,247 | $457K |
| Lido Advisors, LLC | 0.00% | New | 4,206 | $453K |
| Clark Asset Management, LLC | 0.04% | No change | 4,003 | $431K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,000 | $430K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -8.0% | 3,938 | $424K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -7.8% | 3,749 | $403K |
| Redwood Family Wealth LLC | 0.38% | Reduce -8.9% | 3,643 | $392K |
| Venture Visionary Partners LLC | 0.01% | No change | 3,575 | $385K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -15.5% | 3,533 | $380K |
| Fairscale Capital, LLC | 0.26% | No change | 3,461 | $372K |
| Stifel Financial Corp. | 0.00% | Reduce -20.1% | 3,451 | $371K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -63.3% | 3,422 | $368K |
| Two Sigma Securities, LLC | 0.04% | Add +77.5% | 3,368 | $362K |
| Opulen Financial Group LLC | 0.25% | Add +0.3% | 3,358 | $361K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,345 | $360K |
| AQR Capital Management | 0.00% | No change | 3,342 | $360K |
| Commerce Bank | 0.00% | No change | 3,230 | $348K |
| Claris Financial LLC | 0.19% | No change | 3,185 | $343K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -7.7% | 3,183 | $343K |
| Obermeyer Wealth Partners | 0.02% | Add +0.2% | 3,178 | $342K |
| TAGStone Capital, Inc. | 0.12% | Add +44.6% | 3,147 | $339K |
| Santori & Peters, Inc. | 0.10% | Add +4.4% | 3,121 | $336K |
| Verum Partners LLC | 0.06% | Add +0.3% | 3,064 | $330K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +12.8% | 3,013 | $324K |
| Avestar Capital, LLC | 0.02% | Reduce -1.4% | 2,984 | $321K |
| Rossby Financial, LCC | 0.07% | New | 2,943 | $318K |
| Calton & Associates, Inc. | 0.04% | Reduce -19.7% | 2,827 | $304K |
| IFP Advisors, Inc | 0.01% | Reduce -27.2% | 2,818 | $303K |
| Summit Financial Consulting LLC | 0.22% | Reduce -0.6% | 2,812 | $303K |
| NorthRock Partners, LLC | 0.00% | No change | 2,758 | $297K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 2,726 | $293K |
| Merit Financial Group, LLC | 0.00% | No change | 2,713 | $292K |
| Independence Bank of Kentucky | 0.04% | No change | 2,700 | $291K |
| Arax Advisory Partners | 0.01% | Add +423.5% | 2,649 | $285K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 2,645 | $285K |
| Wharton Business Group, LLC | 0.01% | Add +22.2% | 2,645 | $285K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.4% | 2,606 | $280K |
| ATX Financial Planning, LLC | 0.21% | Reduce -13.5% | 2,577 | $277K |
| Bawa N Mallick Trust | 0.11% | No change | 2,500 | $269K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -7.6% | 2,488 | $268K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 2,464 | $265K |
| Sankala Group LLC | 0.22% | Add +7.3% | 2,482 | $263K |
| Darwin Wealth Management, LLC | 0.08% | Add +6.5% | 2,374 | $255K |
| Summit Wealth Partners, LLC | 0.04% | New | 2,360 | $254K |
| Sard Wealth Management Group, LLC | 0.14% | Add +0.3% | 2,353 | $253K |
| CAP Partners, LLC | 0.14% | Add +0.1% | 2,329 | $251K |
| Huntington National Bank | 0.00% | New | 2,281 | $245K |
| CVA Family Office, LLC | 0.03% | Add +0.0% | 2,268 | $244K |
| Tactive Advisors, LLC | 0.07% | Add +0.5% | 2,265 | $244K |
| Trilogy Capital Inc. | 0.01% | Reduce -1.3% | 2,192 | $236K |
| Sunbelt Securities, Inc. | 0.01% | Add +4.2% | 2,162 | $233K |
| BankPlus Wealth Management LLC | 0.12% | Add +0.3% | 2,093 | $225K |
| West Branch Capital LLC | 0.06% | No change | 2,055 | $221K |
| Wedbush Securities Inc. | 0.01% | Add +15.8% | 2,055 | $221K |
| Fiduciary Trust Co | 0.00% | Add +1.3% | 2,044 | $220K |
| Uniting Wealth Partners, LLC | 0.05% | Reduce -2.3% | 2,021 | $218K |
| Wagner Wealth Management, LLC | 0.04% | Add +0.3% | 2,017 | $217K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -20.0% | 1,990 | $214K |
| Detalus Advisors, LLC | 0.05% | Add +0.1% | 1,965 | $212K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.6% | 1,950 | $210K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 1,944 | $209K |
| Nvest Financial, LLC | 0.08% | Add +0.2% | 1,873 | $202K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,629 | $175K |
| Bayban | 0.14% | No change | 1,500 | $161K |
| Rothschild Investment LLC | 0.01% | No change | 1,396 | $150K |
| Capital Analysts, LLC | 0.00% | No change | 1,135 | $122K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,120 | $121K |
| MAI Capital Management | 0.00% | No change | 935 | $101K |
| Financial Network Wealth Advisors LLC | 0.10% | No change | 928 | $100K |
| Bank of Montreal | 0.00% | No change | 866 | $93K |
| National Bank of Canada | 0.00% | No change | 830 | $89K |
| Merkkuri Wealth Advisors LLC | 0.06% | New | 809 | $87K |
| Archer Investment Corp | 0.02% | No change | 758 | $82K |
| Scarborough Advisors, LLC | 0.01% | Reduce -46.8% | 744 | $80K |
| First Command Advisory Services, Inc. | 0.00% | No change | 730 | $79K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 729 | $78K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -41.5% | 696 | $75K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 683 | $74K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.1% | 633 | $68K |
| NBZ Investment Advisors LLC | 0.02% | Reduce -0.6% | 511 | $55K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.0% | 498 | $52K |
| GGM Financial LLC | 0.02% | Add +23.4% | 453 | $49K |
| Private Trust Co. NA | 0.00% | Add +368.9% | 422 | $45K |
| IAG Wealth Partners, LLC | 0.00% | No change | 407 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 375 | $40K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.9% | 365 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.3% | 314 | $34K |
| BlackRock, Inc. | 0.00% | No change | 295 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 281 | $30K |
| AE Wealth Management LLC | 0.00% | Reduce -69.3% | 270 | $29K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.8% | 246 | $26K |
| Kozak & Associates, Inc. | 0.01% | Add +0.4% | 229 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 237 | $26K |
| Harbor Asset Planning, Inc. | 0.02% | Add +0.5% | 217 | $23K |
| Assetmark, Inc. | 0.00% | No change | 203 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 180 | $19K |
| Copia Wealth Management | 0.01% | No change | 155 | $17K |
| Evermay Wealth Management LLC | 0.00% | No change | 140 | $15K |
| Biltmore Family Office, LLC | 0.00% | No change | 136 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 129 | $14K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 118 | $13K |
| Park Place Capital Corp | 0.00% | No change | 109 | $12K |
| Activest Wealth Management | 0.00% | New | 108 | $12K |
| Vanguard Advisers Inc. | 0.00% | — | 106 | $11K |
| Davis Capital Management | 0.01% | No change | 104 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.8% | 103 | $11K |
| Southern Michigan Bank & Trust | 0.00% | — | 100 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 95 | $10K |
| Tidemark, LLC | 0.00% | No change | 83 | $9K |
| TD Capital Management LLC | 0.00% | No change | 78 | $8K |
| Franklin Resources Inc. | 0.00% | Reduce -55.6% | 60 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 54 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 43 | $5K |
| Simplex Trading, LLC | 0.00% | New | 43 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 36 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -64.5% | 33 | $4K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 25 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 25 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 23 | $2K |
| Evolution Advisers, Inc. | 0.00% | No change | 18 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.3% | 5 | $538 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $538 |
| AlphaCore Capital LLC | 0.00% | No change | 4 | $430 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $222 |
| 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.