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Who owns SPGPWhat SPGP owns — n/a

Who owns Invesco S&P 500 GARP ETF?

Institutional ownership of SPGP from SEC Form 13F filings across 195 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

195

13F holders

$995.2M

value, 2026 filers

47.9%

of shares outstanding (8.4M sh)

19

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPGP's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY1.7M$210.0M0.0%9.8%-7.1%
2LPL Financial LLC1.1M$130.0M0.0%6.1%-11.4%
3RAYMOND JAMES FINANCIAL INC667,457$81.6M0.0%3.8%-8.5%
4BANK OF AMERICA CORP /DE/648,368$79.3M0.0%3.7%-8.2%
5FIFTH THIRD BANCORP370,698$45.3M0.1%2.1%-9.9%
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO258,031$31.6M0.0%1.5%-30.1%
7COMMONWEALTH EQUITY SERVICES, LLC182,053$22.3M0.0%1%-4.4%
8GOLDMAN SACHS GROUP INC151,554$18.5M0.0%0.9%+111.2%
9JONES FINANCIAL COMPANIES LLLP143,288$17.4M0.0%0.8%+6.8%
10OSAIC HOLDINGS, INC.137,369$16.8M0.0%0.8%-2.7%
11Creative Planning134,909$16.5M0.0%0.8%-11.2%
12UBS Group AG125,287$15.3M0.0%0.7%-23.9%
13Cambridge Investment Research Advisors, Inc.122,668$15,0010.0%0.7%+90.5%
14ROYAL BANK OF CANADA120,801$14.8M0.0%0.7%-32.7%
15Cetera Investment Advisers110,737$13.5M0.0%0.6%-7.1%
16FLAGSHIP HARBOR ADVISORS, LLC110,158$13.5M0.5%0.6%+5.0%
17Modern Wealth Management, LLC109,204$13.4M0.2%0.6%-1.2%
18WELLS FARGO & COMPANY/MN100,981$12.3M0.0%0.6%-6.9%
19HighTower Advisors, LLC91,986$11.2M0.0%0.5%-3.1%
20Retirement Planning Group, LLC81,484$10.0M0.3%0.5%-10.1%
21ENVESTNET ASSET MANAGEMENT INC78,871$9.6M0.0%0.5%-5.0%
22Global Retirement Partners, LLCNEW70,945$8.7M0.1%0.4%new
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66,955$8.3M0.0%0.4%-3.3%
24&PARTNERS59,415$7.3M0.0%0.3%+1.8%
25Mariner, LLC56,322$6.9M0.0%0.3%+3.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.