SPGP institutional holders

Invesco S&P 500 GARP ETF · 316 reporting institutions · $1.3B reported value

Funds that can replace SPGP · SPGP return decomposition

Institutional holdings

Institutions reporting SPGP, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$210M23,1852026-06-30
Lpl Financial LLC$130M23,4582026-06-30
Raymond James Financial Inc$81.6M02026-06-30
Bank of America Corp /de$79.3M02026-06-30
Fifth Third Bancorp$45.3M02026-06-30
Howard Financial Services, Ltd.$40.1M152026-06-30
Northwestern Mutual Wealth Management Co$31.6M02026-06-30
Campbell Deegan Wealth Management, LLC$24.2M42026-06-30
Commonwealth Equity Services, LLC$22.3M2,8632026-06-30
Coastal Bridge Advisors, LLC$19.9M392026-06-30
Goldman Sachs Group Inc$18.5M02026-06-30
Jones Financial Companies LLLP$17.4M02026-06-30
Osaic Holdings, Inc.$16.8M02026-06-30
Creative Planning$16.5M1,1712026-06-30
UBS Group AG$15.3M02026-06-30
Royal Bank of Canada$14.8M02026-06-30
Darrow Company, Inc.$13.9M42026-06-30
Wescap Management Group, Inc.$13.9M62026-06-30
Longview Financial Advisors, Inc.$13.9M32026-06-30
Cetera Investment Advisers$13.5M10,3702026-06-30
Flagship Harbor Advisors, LLC$13.5M602026-06-30
Modern Wealth Management, LLC$13.4M1612026-06-30
Wells Fargo & Company/mn$12.3M02026-06-30
Cedar Wealth Management, LLC$12.3M32026-06-30
Silicon Valley Capital Partners$11.7M52026-03-31
Hightower Advisors, LLC$11.2M1,0462026-06-30
Retirement Planning Group, LLC$10M02026-06-30
Elevation Capital Advisory, LLC$9.8M22026-06-30
Envestnet Pmc$9.6M602026-06-30
Global Retirement Partners LLC$8.7M4912026-06-30
1900 Wealth$8.6M182026-06-30
Wealth Enhancement Advisory Services, LLC$8.3M1,0262026-06-30
Private Advisor Group, LLC$7.4M9272026-06-30
&partners$7.3M5552026-06-30
Mariner, LLC$6.9M02026-06-30
Truist Financial Corp$6.7M02026-06-30
Johnson & White Wealth Management LLC$6.1M72026-06-30
D.A. Davidson & Co.$6.1M6892026-06-30
Alhambra Investment Management LLC$5.7M52026-06-30
Sovran Advisors, LLC$5.1M702026-06-30
Cerity Partners LLC$4.9M7772026-06-30
Kestra Private Wealth Services, LLC$4.8M2062026-06-30
Bnp Paribas Financial Markets$4.8M02026-06-30
Allworth Financial, LP$4.6M3172026-06-30
Perennial Investment Advisors, LLC$4.5M492026-06-30
Jpmorgan Chase & Co$4.5M02026-06-30
MML Investors Services, LLC$4.5M5,1202026-06-30
Hudock, Inc.$4.4M92026-06-30
First United Bank & Trust$4.4M02026-06-30
Pathstone Holdings, LLC$4.4M02026-06-30
Ameriprise Financial Inc$4.3M02026-06-30
Grange Capital, LLC$4.3M52026-06-30
Eagle Strategies LLC$4.2M2,4962026-06-30
Marble Wealth, LLC$4.2M52026-06-30
Perigon Wealth Management, LLC$4M922026-06-30
Principle Wealth$3.9M212026-06-30
Citadel Advisors LLC$3.9M02026-06-30
Oppenheimer & Co. Inc.$3.4M1,1662026-06-30
Cozad Asset Management Inc$3.4M202026-06-30
Newedge Advisors$3.4M6012026-06-30
Equitable Holdings, Inc.$3.2M02026-06-30
Two Sigma Investments, LP$3.2M02026-06-30
Nwam LLC$3.2M622026-06-30
Kestra Advisory Services, LLC$3.2M1,4792026-06-30
Integrity Alliance, Llc.$3.1M3532026-06-30
Perryman Financial Advisory Inc /ad$3M82026-06-30
Breakwater Capital Group$3M52026-06-30
Beacon Financial Planning, Inc$2.9M62026-06-30
Marks Group Wealth Management, Inc.$2.9M92026-06-30
Gc Wealth Management RIA, LLC$2.9M352026-06-30
Pine Harbor Wealth Management, LLC$2.9M12026-06-30
Kovack Advisors, Inc.$2.9M2582026-06-30
Wealthcare Advisory Partners LLC$2.7M1702026-06-30
Bluespring Wealth Management, LLC$2.6M502026-06-30
Genesis Private Wealth, LLC$2.5M62026-06-30
Arkadios Wealth Advisors$2.4M2262026-06-30
Milestone Investment Advisors LLC$2.4M72026-06-30
Finward Bancorp$2.4M02026-06-30
Transcend Capital Advisors, LLC$2.2M02026-06-30
Baron Financial Group, LLC$2.2M42026-06-30
Tme Financial, Inc.$2.2M22026-06-30
Fifth Third Securities, Inc.$2.1M1,0142026-06-30
Hilltop Holdings Inc.$2.1M02026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Redhawk Wealth Advisors, Inc.$2M432026-06-30
Ring Mountain Capital, LLC$1.9M12026-06-30
Visionary Wealth Advisors$1.9M462026-06-30
World Investment Advisors$1.9M3592026-06-30
Highpoint Advisor Group LLC$1.8M1142026-06-30
Org Partners LLC$1.8M02025-12-31
Quantinno Capital Management LP$1.7M02026-06-30
Edmond de Rothschild Holding S.A.$1.7M02026-06-30
Jump Financial, LLC$1.6M02026-06-30
Spectrum Wealth Advisory Group, LLC$1.6M32026-06-30
Waverly Advisors, LLC$1.5M2312026-06-30
Nwf Advisory Services Inc.$1.5M1062026-06-30
Inspire Advisors, LLC$1.5M752026-06-30
Financial Alternatives, Inc$1.5M62026-06-30
Brookstone Capital Management$1.5M3372026-06-30
Planned Solutions, Inc.$1.4M82026-06-30
Wealthtrak Capital Management LLC$1.4M52026-06-30
Brown Advisory Inc$1.4M02026-06-30
Clearstead; Clearstead Advisory Solutions$1.4M642026-06-30
Harbour Investments, Inc.$1.3M2472026-06-30
Integral Wealth Management$1.3M52026-06-30
Ritter Daniher Financial Advisory LLC / de$1.3M02026-06-30
Mercer Global Advisors Inc /adv$1.3M02026-06-30
Wealth Management Resources, Inc.$1.3M62026-06-30
Fmr LLC$1.2M02026-06-30
Geneos Wealth Management, Inc.$1.2M1932026-06-30
Latitude Advisors, LLC$1.2M662026-06-30
Cwm, LLC$1.1M6672026-03-31
Vestmark Advisory Solutions, Inc.$1.1M82026-06-30
Whalen Wealth Management Inc.$1.1M42026-06-30
Advisory Services Network$1.1M2532026-06-30
Steward Partners Investment Advisory, LLC$1.1M4812026-06-30
Trufp$1.1M42026-06-30
Oneascent Financial Services LLC$1.1M852026-06-30
Bridgeport Financial Solutions$1M132026-06-30
Kingsview Wealth Management, LLC$1M1152026-06-30
Fairway Wealth LLC$1M152026-06-30
Mutual Advisors, LLC$982.7K1532026-06-30
J.W. Cole Advisors, Inc.$930.9K4992026-06-30
Centerpoint Advisory Group$903.5K52026-06-30
Retirement Planning Group, LLC / NY$892K02026-06-30
D'Orazio & Associates, Inc.$884.1K92026-06-30
Avaii Wealth Management, LLC$879.7K112026-06-30
Wbh Advisory Inc$858.8K112026-06-30
Stratos Wealth Partners, Ltd.$858.3K3862026-06-30
Coppell Advisory Solutions LLC$831.9K762026-06-30
Phraction Management LLC$820.6K12026-06-30
Belpointe Asset Management LLC$820.5K1702026-06-30
Cornerstone Wealth Management, LLC$797.2K02026-06-30
Northern Trust Corp$789.9K02026-06-30
Jacobi Capital Management LLC$772.6K322026-06-30
Snowden Capital Advisors LLC$766K1222026-06-30
Walled Lake Planning & Wealth Management, LLC$764.3K52026-06-30
Prasad Wealth Partners, LLC$739.8K112026-06-30
Gts Securities LLC$731.3K02026-06-30
Koshinski Asset Management, Inc.$715.9K692026-06-30
Quantum Portfolio Management LLC$712.5K42026-06-30
US Bancorp$707.8K02026-06-30
Rockefeller Capital Management LP$670.9K3462026-06-30
Arax Advisory Partners$648.1K2322026-06-30
Vise Technologies, Inc.$643.9K02026-06-30
Schrum Private Wealth Management, LLC$641.5K32026-06-30
Stifel Financial Corp$623.4K02026-06-30
Tagstone Capital, Inc.$616.3K12026-06-30
Money Concepts Capital Corp$605.2K3892026-06-30
Sequoia Financial Group, LLC$593.2K2582026-06-30
Bison Wealth, LLC$591.6K612026-06-30
Glass Jacobson Investment Advisors LLC$587.9K102026-06-30
Csenge Advisory Group$583.6K752026-06-30
Susquehanna International Group, LLP$582.3K02026-06-30
Bank of New Hampshire$580.3K02026-06-30
Pfg Advisors$576.6K832026-06-30
Seia$549.5K1412026-06-30
Creativeone Wealth, LLC$541.5K2212026-06-30
Irc Wealth$540.4K72026-06-30
Whipplewood Advisors, LLC$539.5K52026-06-30
Aqr Capital Management LLC$536.4K12026-06-30
High Note Wealth, LLC$528.9K42026-06-30
International Assets Investment Management, LLC$527.1K1222026-06-30
Xtx Topco Ltd$526.5K02026-06-30
Clark Asset Management, LLC$520.8K72026-06-30
Hobbs Group Advisors LLC$520.2K72026-06-30
Lido Advisors, LLC$514.5K3202026-06-30
Ameritas Advisory Services, LLC$506.2K5502026-06-30
Comerica Bank$498.6K02025-12-31
Trustmark Bank Trust Department$489.2K02026-06-30
Astoria Portfolio Advisors Llc.$478.7K122026-06-30
Sankala Group LLC$476.9K42026-06-30
Summit Financial, LLC$476.4K2292026-06-30
Stonex Group Inc.$464.1K02026-06-30
Index Technologies Group LLC$463.4K52026-06-30
Hershey Financial Advisers, LLC$444K32026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$438.1K02026-06-30
Venture Visionary Partners LLC$437.2K312026-06-30
Seven Mile Advisory LLC$433.4K42026-06-30
Redwood Family Wealth LLC$424.6K32026-06-30
Sagespring Wealth Partners$423.5K1262026-06-30
Fairscale Capital, LLC$423.2K32026-06-30
Sanctuary Advisors, LLC$416.7K4012026-06-30
Opulen Financial Group LLC$411.7K02026-06-30
Integrated Wealth Concepts LLC$404.9K4802026-06-30
Leavell Investment Management, Inc.$398.7K252026-06-30
Commerce Bank$395K02026-06-30
Sovereign Financial Group, Inc.$385.2K232026-06-30
Santori & Peters, Inc.$381.7K42026-06-30
Verum Partners LLC$375.6K162026-06-30
Concurrent Investment Advisors, LLC$368.4K3492026-06-30
Prospera Financial Services, Inc.$366.4K2702026-06-30
Obermeyer Wealth Partners$363.1K192026-06-30
Summit Wealth Partners, LLC$361.4K122026-06-30
Avestar Capital, LLC$355.8K132026-06-30
Haddonfield Financial Planning LLC$344.9K32026-06-30
Claris Financial LLC$342.8K22026-03-31
Rossby Financial, Lcc$337.4K312026-06-30
Per Stirling Capital Management, Llc.$333.4K312026-06-30
Independence Bank of Kentucky$330.2K02026-06-30
Summit Financial Consulting LLC$326.9K62026-06-30
Ifp Advisors, Inc$323.6K3182026-06-30
Liberty Square Wealth Partners LLC$323.5K52026-06-30
Mai Capital Management$319.1K3082026-06-30
Foronjy Financial$314.9K42026-06-30
Northrock Partners, LLC$313.2K912026-06-30
Huntington National Bank$311.2K02026-06-30
Grimes & Co Wealth Management, LLC$310.7K382026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$306.3K02026-06-30
Bawa N Mallick Trust$305.7K02026-06-30
Clearwater Capital Advisors, LLC$301.3K152026-06-30
First Heartland Consultants, Inc.$300K992026-06-30
Axxcess Wealth Management, LLC$291K382026-06-30
Darwin Wealth Management, LLC$291K122026-06-30
Sard Wealth Managment Group, LLC$288.5K22026-06-30
Cap Partners, LLC$287.1K72026-06-30
Wharton Business Group, LLC$272.7K32026-06-30
Tactive Advisors, LLC$271.1K182026-06-30
Synovus Financial Corp$270.5K02025-09-30
Trilogy Capital, Inc.$268.1K722026-06-30
Cva Family Office, LLC$265.9K82026-06-30
Atx Financial Planning, LLC$264K32026-06-30
Larson Financial Group LLC$262.6K672026-06-30
Cadence Bank$259.7K02025-12-31
Herold Advisors, Inc.$253K132026-06-30
West Branch Capital LLC$251.3K42026-06-30
Wagner Wealth Management, LLC$247.2K52026-06-30
Uniting Wealth Partners$247.1K162026-06-30
Opal Wealth Advisors, LLC$246.8K102026-06-30
Gries Financial LLC$243.3K02025-09-30
Fiduciary Trust Co$238.7K02026-06-30
PNC Financial Services Group, Inc.$237.7K02026-06-30
Level Four Advisory Services$237.2K1412026-06-30
Bankplus Wealth Advisors$234.5K162026-06-30
Sunbelt Securities, Inc.$232.7K632026-03-31
Shepherd Kaplan Krochuk, LLC$219.8K22026-06-30
Parkway Wealth Management Group, LLC$206.1K182026-06-30
Gladstone Institutional Advisory LLC$205.4K1082026-06-30
Princeton Global Asset Management LLC$199.2K172026-06-30
Archer Investment Corp$185.4K782026-06-30
Bayban$183.4K02026-06-30
Rothschild Investment LLC$170.7K182026-06-30
Liberty One Investment Management, LLC$147.7K152026-06-30
Federation Des Caisses Desjardins Du Quebec$137K02026-06-30
O'Shaughnessy Asset Management, LLC$135.9K582026-06-30
Financial Network Wealth Advisors LLC$113.5K72026-06-30
Continuum Advisory, LLC$108.3K402026-06-30
National Bank of Canada /fi$101.4K02026-06-30
Fiduciary Financial Advisors$101.4K512026-06-30
Bank of Montreal /can$96.7K02026-06-30

The 250 largest of 316 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30