Who owns Invesco S&P 500 GARP ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPGP from SEC Form 13F filings across 305 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.
As of the 2026-06-30 reporting period, 305 institutions disclosed 10.6M shares of Invesco S&P 500 GARP ETF worth $1.30B — about 60.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
305
13F holders
$1.30B
value, 2026 filers
60.8%
of shares outstanding (10.6M sh)
26
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.7M | $210.0M | 0.0% | 9.8% | -7.1% |
| 2 | LPL Financial LLC | 1.1M | $130.0M | 0.0% | 6.1% | -11.4% |
| 3 | RAYMOND JAMES FINANCIAL INC | 667,457 | $81.6M | 0.0% | 3.8% | -8.5% |
| 4 | BANK OF AMERICA CORP /DE/ | 648,368 | $79.3M | 0.0% | 3.7% | -8.2% |
| 5 | FIFTH THIRD BANCORP | 370,698 | $45.3M | 0.1% | 2.1% | -9.9% |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | 327,925 | $40.1M | 4.0% | 1.9% | -3.8% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 258,031 | $31.6M | 0.0% | 1.5% | -30.1% |
| 8 | Campbell Deegan Wealth Management, LLC | 197,674 | $24.2M | 17.1% | 1.1% | +2.1% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 182,053 | $22.3M | 0.0% | 1% | -4.4% |
| 10 | Coastal Bridge Advisors, LLC | 162,594 | $19.9M | 1.2% | 0.9% | -3.2% |
| 11 | GOLDMAN SACHS GROUP INC | 151,554 | $18.5M | 0.0% | 0.9% | +111.2% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 143,288 | $17.4M | 0.0% | 0.8% | +6.8% |
| 13 | OSAIC HOLDINGS, INC. | 137,369 | $16.8M | 0.0% | 0.8% | -2.7% |
| 14 | Creative Planning | 134,909 | $16.5M | 0.0% | 0.8% | -11.2% |
| 15 | UBS Group AG | 125,287 | $15.3M | 0.0% | 0.7% | -23.9% |
| 16 | ROYAL BANK OF CANADA | 120,801 | $14.8M | 0.0% | 0.7% | -32.7% |
| 17 | Darrow Company, Inc. | 113,925 | $13.9M | 5.4% | 0.7% | +0.2% |
| 18 | WESCAP Management Group, Inc. | 113,777 | $13.9M | 2.6% | 0.7% | -5.3% |
| 19 | Longview Financial Advisors, Inc. | 113,518 | $13.9M | 8.1% | 0.6% | +3.5% |
| 20 | Cetera Investment Advisers | 110,737 | $13.5M | 0.0% | 0.6% | -7.1% |
| 21 | FLAGSHIP HARBOR ADVISORS, LLC | 110,158 | $13.5M | 0.5% | 0.6% | +5.0% |
| 22 | Modern Wealth Management, LLC | 109,204 | $13.4M | 0.2% | 0.6% | -1.2% |
| 23 | WELLS FARGO & COMPANY/MN | 100,981 | $12.3M | 0.0% | 0.6% | -6.9% |
| 24 | Cedar Wealth Management, LLC | 100,836 | $12.3M | 3.2% | 0.6% | -17.9% |
| 25 | Silicon Valley Capital Partners | 94,799 | $11.6M | 0.9% | 0.5% | -12.6% |
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.