INVESCO S&P 500 GARP ETF SPGP
$124.38
+0.8% 52w: $102.71 – $124.38
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data102.71113.55124.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
298
-25 QoQ
13F value
$1.25B
-15.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$506K calls / — puts
Institutional value by quarter
Number of holders
Who owns SPGP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.8M | $198.8M | 0.0% | -11.0% |
| LPL Financial LLC | Bank broker | 1.2M | $129.2M | 0.0% | -7.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 729.2K | $78.5M | 0.0% | -9.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 706.4K | $76.0M | 0.0% | -6.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 411.6K | $44.3M | 0.1% | -6.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 369.4K | $39.8M | 0.0% | -1.3% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 340.8K | $36.7M | 4.1% | +1.6% |
| Campbell Deegan Wealth Management, LLC | Wealth advisor | 193.5K | $20.8M | 16.7% | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 190.4K | $20.5M | 0.0% | -7.3% |
| ROYAL BANK OF CANADA | Bank broker | 179.5K | $19.3M | 0.0% | +1.3% |
| Coastal Bridge Advisors, LLC | Other | 167.9K | $18.1M | 1.3% | -1.1% |
| UBS Group AG | Bank broker | 164.5K | $17.7M | 0.0% | +1.7% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 160.2K | $17.2M | 0.0% | +77.2% |
| Creative Planning | Wealth advisor | 151.9K | $16.3M | 0.0% | -5.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 141.2K | $15.2M | 0.0% | -12.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 134.1K | $14.1M | 0.0% | +3.0% |
| Cedar Wealth Management, LLC | Wealth advisor | 122.8K | $13.2M | 3.8% | -3.3% |
| WESCAP Management Group, Inc. | Wealth advisor | 120.2K | $12.9M | 2.5% | -1.3% |
| Cetera Investment Advisers | Wealth advisor | 119.2K | $12.8M | 0.0% | -10.4% |
| Darrow Company, Inc. | Wealth advisor | 113.7K | $12.2M | 5.5% | +5.3% |
| D'Orazio & Associates, Inc. | Wealth advisor | 113.3K | $12.2M | 1.6% | -11.0% |
| Modern Wealth Management, LLC | Wealth advisor | 110.5K | $11.9M | 0.2% | -54.2% |
| Longview Financial Advisors, Inc. | Wealth advisor | 109.7K | $11.8M | 7.2% | +2.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 108.5K | $11.7M | 0.0% | -20.8% |
| Silicon Valley Capital Partners | Other | 108.5K | $11.7M | 1.1% | -8.2% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 104.9K | $11.3M | 0.5% | +13.9% |
| Grange Capital, LLC | Wealth advisor | 99.5K | $10.7M | 10.7% | -16.9% |
| HighTower Advisors, LLC | Diversified mechanical | 94.9K | $10.2M | 0.0% | -2.8% |
| Retirement Planning Group, LLC | Wealth advisor | 90.6K | $9.8M | 0.3% | -22.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 83.1K | $8.9M | 0.0% | +12.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 71.8K | $7.7M | 0.0% | +34.4% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 69.9K | $7.5M | 0.5% | -0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 69.3K | $7.5M | 0.0% | -20.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 64.4K | $6.9M | 0.0% | -24.3% |
| Private Advisor Group, LLC | Wealth advisor | 60.0K | $6.5M | 0.0% | +3.4% |
| Perennial Investment Advisors, LLC | Wealth advisor | 58.9K | $6.3M | 0.5% | -21.0% |
| &PARTNERS | Diversified mechanical | 58.4K | $6.3M | 0.0% | +13.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 57.8K | $6.2M | 0.0% | -6.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 56.5K | $6.1M | 0.4% | -12.0% |
| Mariner, LLC | Diversified mechanical | 54.4K | $5.9M | 0.0% | +7.4% |
| Jump Financial, LLC | Market maker | 54.3K | $5.8M | 0.1% | +58.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 49.1K | $5.3M | 0.0% | +4.4% |
| Alhambra Investment Management LLC | Other | 49.0K | $5.3M | 2.4% | +0.3% |
| Johnson & White Wealth Management, LLC | Wealth advisor | 48.9K | $5.3M | 2.2% | +7.0% |
| Elevation Capital Advisory, LLC | Wealth advisor | 43.7K | $4.7M | 2.0% | -30.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 41.5K | $4.7M | 0.0% | -38.6% |
| Sovran Advisors, LLC | Wealth advisor | 37.4K | $4.4M | 0.3% | 0.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 40.6K | $4.4M | 0.0% | +492.7% |
| Cerity Partners LLC | Diversified mechanical | 40.4K | $4.3M | 0.0% | +3.4% |
| JPMORGAN CHASE & CO | Bank broker | 39.2K | $4.1M | 0.0% | -10.1% |
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.