Invesco S&P 500 Garp ETFSPGPETF

13F holders, Q1 2026 (March 31)
298holders −24
16new positions
35sold out
2famous investors
$107.66avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$9.7M
Exits35$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.