Skip to content
Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

Follow

S&P 500 GARP ETF (fund)

296 managers (298 13F filers) reported a position in SPGP shares at 2026-03-31, 11,640,092 shares in all. 16 filers opened a position and 36 filers sold out during the quarter.

Managers
296
13F filers
298
New
16
Added
85
Reduced
128
Sold out
36
Shares held by filers
11,640,092

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,847,583$199M0.01%-227,28913F-HRTimelineGroup
LPL Financial LLC1,200,648$129M0.03%-94,60413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC729,216$78.5M0.02%-78,57613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/706,406$76M0.01%-45,69013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding428,677$46.1M-30,829Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…369,402$39.8M0.02%-4,74413F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.340,836$36.7M4.13%+5,33613F-HRTimeline
Campbell Deegan Wealth Management, LLC193,546$20.8M16.74%-8413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC190,404$20.5M0.03%-15,01013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA179,510$19.3M<0.01%+2,31213F-HRTimelineGroup
Coastal Bridge Advisors, LLC167,939$18.1M1.28%-1,84013F-HRTimeline
UBS Group AGin group UBS Group AG164,528$17.7M<0.01%+2,69713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS160,200$17.2M0.01%+69,80513F-HRTimelineGroup
Creative Planningin group Creative Planning151,888$16.3M0.01%-9,04113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,214$15.2M0.02%-19,54013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP134,125$14.1M0.01%+3,92613F-HRTimelineGroup
Cedar Wealth Management, LLC122,786$13.2M3.85%-4,21213F-HRTimeline
WESCAP Management Group, Inc.120,202$12.9M2.55%-1,62513F-HRTimeline
Cetera Investment Advisers119,234$12.8M0.01%-13,87513F-HRTimeline
Darrow Company, Inc.113,671$12.2M5.51%+5,77113F-HRTimeline
D'Orazio & Associates, Inc.113,320$12.2M1.58%-13,97013F-HRTimeline
Modern Wealth Management, LLC110,492$11.9M0.2%-130,75113F-HRTimeline
Longview Financial Advisors, Inc.109,700$11.8M7.21%+2,26213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,480$11.7M<0.01%-28,41713F-HR/ATimelineGroup
Silicon Valley Capital Partners108,457$11.7M1.14%-9,67413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC104,888$11.3M0.5%+12,76513F-HRTimeline
Grange Capital, LLC99,507$10.7M10.67%-20,20813F-HRTimeline
HighTower Advisors, LLC94,887$10.2M0.01%-2,76213F-HRTimeline
Retirement Planning Group, LLC90,616$9.75M0.3%-26,12513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding83,063$8.94M+5,400Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,770$7.72M<0.01%+18,35513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC69,936$7.53M0.48%-10613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,266$7.48M0.02%-17,62613F-HRTimeline
Cambridge Investment Research Advisors,…64,388$6.93M0.02%-20,61513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding64,160$6.9M+2,240Timeline
Private Advisor Group, LLC60,030$6.46M0.03%+1,98613F-HRTimeline
Perennial Investment Advisors, LLC58,923$6.34M0.51%-15,66713F-HRTimeline
&PARTNERS58,385$6.28M0.03%+7,14313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,799$6.22M0.01%-3,90213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC56,479$6.08M0.36%-7,68113F-HRTimeline
Mariner, LLCin group Mariner, LLC54,386$5.85M0.01%+3,76913F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC54,310$5.84M0.09%+19,99613F-HRTimelineGroup
D.A. DAVIDSON & CO.49,097$5.28M0.03%+2,08813F-HRTimeline
Alhambra Investment Management LLC48,976$5.27M2.43%+12413F-HRTimeline
Johnson & White Wealth Management, LLC48,937$5.27M2.23%+3,19613F-HRTimeline
Elevation Capital Advisory, LLC43,664$4.7M2%-18,85613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,542$4.65M<0.01%-26,08213F-HR/ATimelineGroup
Sovran Advisors, LLC37,415$4.38M0.34%+413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,617$4.37M<0.01%+33,76413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC40,402$4.35M0.01%+1,31113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,218$4.09M<0.01%-4,39213F-HR/ATimelineGroup
FIRST UNITED BANK & TRUST36,292$3.91M1.27%-6,31513F-HRTimeline
Perigon Wealth Management, LLC35,872$3.86M0.07%+3,63213F-HRTimeline
Hudock, Inc.35,768$3.85M0.57%-6,93513F-HRTimeline
Eagle Strategies LLC35,566$3.83M0.46%-1,30413F-HRTimeline
Allworth Financial LP34,923$3.76M0.02%-2,74813F-HRTimeline
Marble Wealth, LLC34,469$3.71M0.65%+29313F-HRTimeline
COZAD ASSET MANAGEMENT INC33,939$3.65M0.29%-1,89313F-HRTimeline
Principle Wealth Partners LLC33,116$3.56M0.2%-12,29013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,397$3.46M0.02%-3,23713F-HRTimelineGroup
Janney Montgomery Scott LLC29,542$3.18M0.01%-5,96913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,305$3.15M0.04%-13113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC29,082$3.13M0.01%new13F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD28,735$3.09M0.46%-25313F-HR/ATimeline
GC Wealth Management RIA, LLC28,702$3.09M0.13%+53913F-HRTimeline
NWAM LLC28,638$3.08M0.18%+3613F-HRTimeline
Finward Bancorp27,994$3.01M2.41%-57013F-HRTimeline
BEACON FINANCIAL PLANNING, INC26,419$2.84M1.1%+8,57713F-HRTimeline
MML INVESTORS SERVICES, LLC26,209$2.82M0.01%-56,28913F-HRTimeline
Pine Harbor Wealth Management, LLC26,158$2.82M0.84%-7,39613F-HRTimeline
Breakwater Capital Group25,755$2.77M0.37%-1,97713F-HRTimeline
NewEdge Advisors, LLC25,604$2.76M0.01%-12,97913F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,949$2.69M0.01%-74113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.24,364$2.62M0.1%+1,30513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,356$2.62M0.14%+1,73913F-HRTimeline
Marks Group Wealth Management, Inc23,892$2.57M0.25%013F-HRTimeline
Arkadios Wealth Advisors23,123$2.49M0.04%-6,63313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC23,089$2.48M0.78%-2,41713F-HRTimeline
Kovack Advisors, Inc.22,356$2.41M0.13%-6,84013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,007$2.37M0.05%-80,69713F-HRTimelineGroup
Milestone Investment Advisors LLC21,017$2.26M0.55%-2,37213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20,341$2.19M0.17%new13F-HRTimelineGroup
TME FINANCIAL, INC.20,180$2.17M1.5%-83613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC19,241$2.07M0.21%-24,52413F-HRTimeline
Baron Financial Group, LLC18,575$2M1.08%+1013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,370$1.98M0.18%-18213F-HRTimelineGroup
Belpointe Asset Management LLC17,895$1.93M0.07%+58713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,885$1.92M0.15%-20713F-HRTimeline
World Investment Advisors17,405$1.87M0.03%-2,29013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,423$1.77M0.2%-34613F-HRTimeline
Farther Finance Advisors, LLC16,333$1.76M0.02%-2813F-HRTimeline
NWF Advisory Services Inc.15,689$1.69M0.19%+2,27913F-HRTimeline
Ring Mountain Capital, LLC15,275$1.64M0.9%+32213F-HRTimeline
Visionary Wealth Advisors15,255$1.64M0.07%+3313F-HRTimeline
HighPoint Advisor Group LLC14,915$1.61M0.07%-2,54713F-HRTimeline
Quantinno Capital Management LP14,196$1.53M<0.01%+4,34013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,880$1.49M0.02%013F-HRTimelineGroup
CSM Advisors, LLC13,500$1.45M0.04%-1,70013F-HRTimeline
Spectrum Wealth Advisory Group, LLC13,490$1.45M0.54%-1,18013F-HRTimeline
Clearstead Advisors, LLC13,129$1.41M0.01%-1,96513F-HRTimeline
FORONJY FINANCIAL LLC12,988$1.4M0.58%+64713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC12,972$1.4M0.11%-36413F-HRTimelineGroup
Planned Solutions, Inc.12,769$1.37M0.45%-3813F-HRTimeline
White Knight Strategic Wealth Advisors,…12,409$1.34M1.13%-1,97013F-HRTimeline
Financial Alternatives, Inc12,301$1.32M0.71%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,220$1.32M0.22%-1,96513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,590$1.25M0.02%-1,83513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,539$1.24M0.31%+8513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,417$1.23M<0.01%-31613F-HRTimelineGroup
Snowden Capital Advisors LLC11,397$1.23M0.03%013F-HRTimeline
WealthTrak Capital Management LLC11,392$1.23M0.88%+29513F-HRTimeline
J.W. COLE ADVISORS, INC.11,360$1.22M0.04%-62513F-HRTimeline
Waverly Advisors, LLC11,282$1.21M0.01%+14713F-HRTimeline
CWM, LLCin group CWM, LLC10,554$1.14M<0.01%-49413F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.10,367$1.12M0.39%-1513F-HRTimeline
FMR LLCin group FMR LLC10,305$1.11M<0.01%+85113F-HRTimelineGroup
Geneos Wealth Management Inc.9,807$1.06M0.02%-12,20113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,758$1.05M0.01%+91113F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,744$1.05M0.01%+42913F-HRTimeline
Advisory Services Network, LLC9,531$1.03M0.01%-47113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,440$1.02M<0.01%+5,15913F-HRTimeline
Vestmark Advisory Solutions, Inc.9,358$1.01M0.01%+73413F-HRTimeline
Latitude Advisors, LLC9,087$978K0.45%-33813F-HRTimeline
Investment Planning Advisors, Inc.9,046$973K0.27%-313F-HRTimeline
Whalen Wealth Management Inc.8,969$965K0.52%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,594$925K0.05%+33313F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…8,569$922K0.28%+4,72113F-HRTimeline
Mutual Advisors, LLC8,267$890K0.02%-78013F-HRTimeline
BridgePort Financial Solutions, LLC8,217$884K0.25%+65313F-HRTimeline
Fairway Wealth LLC8,229$882K0.23%+42913F-HRTimeline
Wood Tarver Financial Group, LLC7,792$838K0.23%-68,68213F-HRTimeline
Centerpoint Advisory Group7,758$835K0.63%013F-HRTimeline
FLOW TRADERS U.S. LLC7,717$831K0.03%-8,09113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,518$809K0.02%-29813F-HRTimelineGroup
WBH ADVISORY INC7,448$804K0.06%-15913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,385$795K<0.01%+1,71513F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY7,320$788K0.51%-86013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,192$774K0.27%-9813F-HRTimeline
Quantum Portfolio Management LLC7,036$757K0.33%new13F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,017$755K0.01%-5,12113F-HRTimelineGroup
Vise Technologies, Inc.6,596$751K0.01%013F-HRTimeline
Independent Advisor Alliance6,754$727K0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,745$726K<0.01%-3,10213F-HRTimelineGroup
Phraction Management LLC6,710$722K0.19%013F-HRTimeline
Jacobi Capital Management LLC6,452$694K0.04%-613F-HRTimeline
Kingsview Wealth Management, LLC6,434$692K0.01%+27113F-HRTimeline
Schrum Private Wealth Management LLC6,241$672K0.51%013F-HRTimeline
Prasad Wealth Partners, LLC6,038$650K0.18%-35513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,932$638K0.19%-67413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,788$623K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC5,312$616K0.06%-1,48613F-HRTimeline
Investors Research Corp5,586$601K0.11%013F-HRTimeline
GTS SECURITIES LLC5,546$597K0.02%+1,87013F-HRTimeline
Cornerstone Wealth Management, LLC5,433$585K0.03%+72113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,371$578K<0.01%-10,31313F-HRTimelineGroup
Csenge Advisory Group5,368$578K0.03%-36713F-HRTimeline
Sequoia Financial Advisors, LLC5,071$546K<0.01%-24013F-HRTimeline
Bank of New Hampshire4,985$536K0.12%-48013F-HRTimeline
Glass Jacobson Investment Advisors llc4,786$515K0.18%+18413F-HRTimeline
Institute for Wealth Management, LLC.4,777$514K0.06%+513F-HRTimeline
PFG Advisors4,716$508K0.02%+113F-HRTimeline
Index Technologies Group LLC4,581$493K0.54%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,556$490K0.01%+1313F-HRTimelineGroup
Whipplewood Advisors, LLC4,383$472K0.24%-57713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,328$467K0.03%-14413F-HRTimeline
High Note Wealth, LLC4,325$465K0.09%-27713F-HRTimeline
Herold Advisors, Inc.4,295$462K0.1%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,935$462K0.1%-15913F-HRTimeline
Hobbs Group Advisors, LLC4,254$458K0.14%-3013F-HRTimeline
Summit Financial, LLC4,247$457K0.01%-5,31013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,206$453K<0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC4,003$431K0.04%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,000$430K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,938$424K0.01%-34213F-HRTimeline
Sovereign Financial Group, Inc.3,749$403K0.07%-31813F-HRTimeline
Redwood Family Wealth LLC3,643$392K0.38%-35813F-HRTimeline
Venture Visionary Partners LLC3,575$385K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,533$380K0.05%-64913F-HRTimeline
Fairscale Capital, LLC3,461$372K0.26%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,451$371K<0.01%-86813F-HRTimelineGroup
Sanctuary Advisors, LLC3,422$368K<0.01%-5,91213F-HRTimeline
TWO SIGMA SECURITIES, LLC3,368$362K0.04%+1,47113F-HRTimeline
Opulen Financial Group LLC3,358$361K0.25%+1013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,345$360K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,342$360K<0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,230$348K<0.01%013F-HRTimelineGroup
Claris Financial LLC3,185$343K0.19%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,183$343K0.01%-26513F-HRTimeline
Obermeyer Wealth Partners3,178$342K0.02%+513F-HRTimeline
TAGStone Capital, Inc.3,147$339K0.12%+97113F-HRTimeline
Santori & Peters, Inc.3,121$336K0.1%+13113F-HRTimeline
Verum Partners LLC3,064$330K0.06%+1013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,013$324K<0.01%+34213F-HRTimelineGroup
Avestar Capital, LLC2,984$321K0.02%-4113F-HRTimeline
Rossby Financial, LCC2,943$318K0.07%new13F-HRTimeline
CALTON & ASSOCIATES, INC.2,827$304K0.04%-69213F-HRTimeline
IFP Advisors, Inc2,818$303K0.01%-1,05113F-HRTimeline
Summit Financial Consulting LLC2,812$303K0.22%-1713F-HRTimeline
NorthRock Partners, LLC2,758$297K<0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.2,726$293K0.03%013F-HRTimeline