INVESCO S&P MIDCAP 400 GARP GRPM
$132.62
+1.3% 52w: $105.91 – $132.62
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data105.91119.26132.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
99
+4 QoQ
13F value
$263.6M
-13.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $15K puts
Institutional value by quarter
Number of holders
Who owns GRPM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 343.2K | $40.6M | 0.0% | -25.7% |
| GW HENSSLER & ASSOCIATES LTD | Other | 275.2K | $32.5M | 1.5% | +63.3% |
| MORGAN STANLEY | Bank broker | 227.6K | $26.9M | 0.0% | -34.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 144.2K | $17.0M | 0.0% | +49.9% |
| LPL Financial LLC | Bank broker | 142.7K | $16.9M | 0.0% | +11.9% |
| 626 Financial, LLC | Other | 90.4K | $10.7M | 4.8% | -12.6% |
| Cetera Investment Advisers | Wealth advisor | 75.0K | $8.9M | 0.0% | +2.3% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 59.6K | $7.0M | 0.2% | -9.1% |
| Summit Financial, LLC | Wealth advisor | 57.7K | $6.8M | 0.1% | +4.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 54.6K | $6.5M | 0.0% | -35.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 52.8K | $6.2M | 0.0% | -47.4% |
| Private Advisor Group, LLC | Wealth advisor | 45.3K | $5.4M | 0.0% | -38.9% |
| WealthCare Investment Partners, LLC | Wealth advisor | 45.1K | $5.4M | 1.5% | -10.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 43.2K | $5.0M | 0.0% | -21.2% |
| Creative Planning | Wealth advisor | 42.3K | $5.0M | 0.0% | -7.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 38.6K | $4.6M | 0.1% | -10.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 36.6K | $4.3M | 0.1% | +4.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 35.8K | $4.2M | 0.0% | -3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 31.2K | $3.7M | 0.0% | +1.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 29.3K | $3.5M | 0.2% | +1.4% |
| UBS Group AG | Bank broker | 27.9K | $3.3M | 0.0% | -9.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 27.0K | $3.2M | 0.0% | +17.1% |
| Cerity Partners LLC | Diversified mechanical | 26.8K | $3.2M | 0.0% | -2.5% |
| Asset Allocation Strategies LLC | Wealth advisor | 18.1K | $2.1M | 0.4% | -36.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 16.8K | $2.0M | 0.0% | -6.5% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 15.9K | $1.9M | 0.0% | -0.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 13.3K | $1.6M | 0.0% | -1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.0K | $1.5M | 0.0% | -30.2% |
| Sigma Planning Corp | Wealth advisor | 11.8K | $1.4M | 0.0% | +2.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 11.6K | $1.4M | 0.0% | +513.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.2K | $1.2M | 0.0% | -75.4% |
| Fortitude Financial, LLC | Wealth advisor | 10.0K | $1.2M | 0.6% | -36.5% |
| Arrowroot Family Office, LLC | Wealth advisor | 9.8K | $1.2M | 0.4% | +0.2% |
| Davis Investment Partners, LLC | Wealth advisor | 9.1K | $1.1M | 0.4% | -28.5% |
| ROYAL BANK OF CANADA | Bank broker | 9.1K | $1.1M | 0.0% | +0.2% |
| OPPENHEIMER & CO INC | Diversified mechanical | 8.8K | $1.0M | 0.0% | +3.3% |
| JANE STREET GROUP, LLC | Market maker | 7.6K | $899K | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 7.4K | $875K | 0.0% | +12.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.2K | $853K | 0.0% | -76.3% |
| Independent Advisor Alliance | Wealth advisor | 6.4K | $753K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.2K | $610K | 0.0% | -11.6% |
| Fortune Financial Group, Inc. | Wealth advisor | 5.0K | $594K | 0.5% | +26.6% |
| BNB Wealth Management, LLC | Wealth advisor | 4.6K | $545K | 0.4% | -0.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 4.3K | $504K | 0.0% | +4.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 3.5K | $417K | 0.0% | -2.8% |
| Ameritas Advisory Services, LLC | Wealth advisor | 3.4K | $406K | 0.0% | -22.3% |
| GTS SECURITIES LLC | Market maker | 3.4K | $403K | 0.0% | New |
| Thrivent Financial for Lutherans | Diversified mechanical | 3.3K | $391K | 0.0% | +30.0% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 3.2K | $380K | 0.0% | -25.2% |
| Modern Wealth Management, LLC | Wealth advisor | 3.1K | $370K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.