INVESCO S&P MIDCAP 400 GARP (GRPM) Institutional Shareholders
INVESCO S&P MIDCAP 400 GARP (GRPM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $225.62M in GRPM holdings during the latest filing period.
Gw Henssler & Associates Ltd is currently the largest disclosed institutional shareholder of GRPM tracked by InsiderSet, reporting ownership valued at approximately $36.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.18M, representing an estimated gain of +6.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed GRPM value among the investors covered in this analysis. Major shareholders include Gw Henssler & Associates Ltd, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP 400 GARP (GRPM).
This page ranks the largest institutional GRPM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$225.62M
Largest Holder
Gw Henssler & Associates Ltd
Largest Position
$36.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gw Henssler & Associates Ltd | 1.64% | 282,594 | $36,784,394 | $39,184,173 | +$2,399,779 | +6.52% | |
| Morgan Stanley | 0.00% | 174,943 | $22,771,960 | $24,257,404 | +$1,485,444 | +6.52% | |
| Bank Of America Corp | 0.00% | 161,430 | $21,012,858 | $22,383,706 | +$1,370,848 | +6.52% | |
| Lpl Financial Llc | 0.00% | 149,657 | $19,480,463 | $20,751,275 | +$1,270,812 | +6.52% | |
| 626 Financial, Llc | 4.86% | 95,403 | $12,418,303 | $13,228,475 | +$810,172 | +6.52% | |
| Osaic Holdings, Inc. | 0.01% | 88,723 | $11,563,562 | $12,302,234 | +$738,672 | +6.39% | |
| Ameritas Investment Partners, Inc. | 0.22% | 62,822 | $8,177,413 | $8,710,829 | +$533,416 | +6.52% | |
| Summit Financial, Llc | 0.09% | 59,878 | $7,794,169 | $8,302,618 | +$508,449 | +6.52% | |
| Cetera Investment Advisers | 0.01% | 51,379 | $6,687,834 | $7,124,156 | +$436,322 | +6.52% | |
| Private Advisor Group, Llc | 0.03% | 46,062 | $5,995,785 | $6,386,906 | +$391,121 | +6.52% | |
| Wealthcare Investment Partners, Llc | 1.46% | 46,040 | $5,992,800 | $6,383,856 | +$391,056 | +6.53% | |
| Axxcess Wealth Management, Llc | 0.09% | 41,199 | $5,362,805 | $5,712,608 | +$349,803 | +6.52% | |
| Jones Financial Companies Lllp | 0.00% | 38,492 | $4,983,505 | $5,337,258 | +$353,753 | +7.10% | |
| Raymond James Financial Inc | 0.00% | 36,260 | $4,719,764 | $5,027,772 | +$308,008 | +6.53% | |
| Kestra Private Wealth Services, Llc | 0.05% | 33,024 | $4,298,673 | $4,579,072 | +$280,399 | +6.52% | |
| Ubs Group Ag | 0.00% | 27,735 | $3,610,182 | $3,845,705 | +$235,523 | +6.52% | |
| Integrated Wealth Concepts Llc | 0.02% | 27,185 | $3,538,671 | $3,769,442 | +$230,771 | +6.52% | |
| Goldman Sachs Group Inc | 0.00% | 26,848 | $3,494,726 | $3,722,714 | +$227,988 | +6.52% | |
| Cerity Partners Llc | 0.00% | 26,563 | $3,457,578 | $3,683,196 | +$225,618 | +6.53% | |
| Envestnet Asset Management Inc | 0.00% | 19,740 | $2,569,551 | $2,737,127 | +$167,576 | +6.52% | |
| Thoroughbred Financial Services, Llc | 0.12% | 19,296 | $2,511,000 | $2,675,562 | +$164,562 | +6.55% | |
| Asset Allocation Strategies Llc | 0.37% | 18,696 | $2,433,654 | $2,592,367 | +$158,713 | +6.52% | |
| Concurrent Investment Advisors, Llc | 0.02% | 16,035 | $2,087,244 | $2,223,395 | +$136,151 | +6.52% | |
| Sigma Planning Corp | 0.04% | 12,977 | $1,689,127 | $1,799,377 | +$110,250 | +6.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,674 | $1,649,769 | $1,757,363 | +$107,594 | +6.52% | |
| Arrowroot Family Office, Llc | 0.36% | 9,786 | $1,273,838 | $1,356,916 | +$83,078 | +6.52% | |
| Fortitude Financial, Llc | 1.09% | 9,281 | $1,208,108 | $1,286,893 | +$78,785 | +6.52% | |
| Two Sigma Investments, Lp | 0.00% | 8,800 | $1,145,470 | $1,220,198 | +$74,728 | +6.52% | |
| Oppenheimer & Co Inc | 0.01% | 8,415 | $1,095,356 | $1,166,815 | +$71,459 | +6.52% | |
| Gts Securities Llc | 0.02% | 8,392 | $1,092,361 | $1,163,625 | +$71,264 | +6.52% | |
| Royal Bank Of Canada | 0.00% | 8,031 | $1,045,000 | $1,113,570 | +$68,570 | +6.56% | |
| Davis Investment Partners, Llc | 0.31% | 7,891 | $1,027,141 | $1,094,157 | +$67,016 | +6.52% | |
| Ameriprise Financial Inc | 0.00% | 7,405 | $963,938 | $1,026,769 | +$62,831 | +6.52% | |
| Mml Investors Services, Llc | 0.00% | 6,147 | $800,128 | $852,336 | +$52,208 | +6.52% | |
| Susquehanna International Group, Llp | 0.00% | 6,087 | $792,327 | $844,017 | +$51,690 | +6.52% | |
| Fortune Financial Group, Inc. | 0.59% | 5,820 | $757,573 | $806,995 | +$49,422 | +6.52% | |
| Flow Traders U.S. Llc | 0.03% | 4,813 | $626,000 | $667,365 | +$41,365 | +6.61% | |
| Creative Financial Designs Inc | 0.03% | 4,466 | $581,292 | $619,251 | +$37,959 | +6.53% | |
| Janney Montgomery Scott Llc | 0.00% | 3,525 | $459,000 | $488,773 | +$29,773 | +6.49% | |
| Main Street Group, Ltd | 0.10% | 3,171 | $412,752 | $439,687 | +$26,935 | +6.53% | |
| Modern Wealth Management, Llc | 0.00% | 3,112 | $405,080 | $431,506 | +$26,426 | +6.52% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 3,059 | $398,208 | $424,158 | +$25,950 | +6.52% | |
| Thrivent Financial For Lutherans | 0.00% | 2,969 | $386,000 | $411,678 | +$25,678 | +6.65% | |
| Newedge Advisors, Llc | 0.00% | 2,758 | $359,001 | $382,421 | +$23,420 | +6.52% | |
| Cornerstone Wealth Management, Llc | 0.01% | 2,662 | $346,515 | $369,110 | +$22,595 | +6.52% | |
| Redhawk Wealth Advisors, Inc. | 0.03% | 2,615 | $340,405 | $362,593 | +$22,188 | +6.52% | |
| Montag A & Associates Inc | 0.02% | 2,750 | $325,133 | $381,312 | +$56,179 | +17.28% | |
| Kestra Advisory Services, Llc | 0.00% | 2,465 | $320,919 | $341,794 | +$20,875 | +6.50% | |
| Gladstone Institutional Advisory Llc | 0.01% | 2,445 | $318,259 | $339,021 | +$20,762 | +6.52% | |
| Compass Capital Corp | 0.10% | 2,220 | $317,926 | $307,823 | -$10,103 | -3.18% |
Frequently asked questions about GRPM
Who owns the most GRPM stock?
The largest holders of GRPM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P MIDCAP 400 GARP (GRPM).
Is GRPM widely held by superinvestors?
Many widely followed stocks like GRPM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GRPM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.