GRPM Institutional Ownership & Shareholders
INVESCO S&P MIDCAP 400 GARP (GRPM) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $235.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gw Henssler & Associates Ltd is currently the largest disclosed institutional shareholder of GRPM tracked by InsiderSet, reporting ownership valued at approximately $38.93M in its September 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 $41.59M, representing an estimated gain of +6.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
91
Total Reported Value
$235.64M
Largest Holder
Gw Henssler & Associates Ltd
Largest Position
$38.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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 | 1.69% | 287,381 | $38,928,640 | $41,589,778 | +$2,661,138 | +6.84% | |
| Morgan Stanley | 0.00% | 174,943 | $22,771,960 | $25,317,751 | +$2,545,791 | +11.18% | |
| Bank Of America Corp | 0.00% | 161,430 | $21,012,858 | $23,362,150 | +$2,349,292 | +11.18% | |
| Lpl Financial Llc | 0.00% | 149,657 | $19,480,463 | $21,658,361 | +$2,177,898 | +11.18% | |
| 626 Financial, Llc | 4.86% | 95,403 | $12,418,303 | $13,806,722 | +$1,388,419 | +11.18% | |
| Osaic Holdings, Inc. | 0.01% | 88,723 | $11,563,562 | $12,839,993 | +$1,276,431 | +11.04% | |
| Ameritas Investment Partners, Inc. | 0.22% | 62,822 | $8,177,413 | $9,091,600 | +$914,187 | +11.18% | |
| Summit Financial, Llc | 0.09% | 59,878 | $7,794,169 | $8,665,544 | +$871,375 | +11.18% | |
| Cetera Investment Advisers | 0.01% | 51,379 | $6,687,834 | $7,435,569 | +$747,735 | +11.18% | |
| Private Advisor Group, Llc | 0.03% | 46,062 | $5,995,785 | $6,666,093 | +$670,308 | +11.18% | |
| Wealthcare Investment Partners, Llc | 1.46% | 46,040 | $5,992,800 | $6,662,909 | +$670,109 | +11.18% | |
| Axxcess Wealth Management, Llc | 0.23% | 41,610 | $5,636,551 | $6,021,799 | +$385,248 | +6.83% | |
| Jones Financial Companies Lllp | 0.00% | 38,492 | $4,983,505 | $5,570,562 | +$587,057 | +11.78% | |
| Raymond James Financial Inc | 0.00% | 36,260 | $4,719,764 | $5,247,547 | +$527,783 | +11.18% | |
| Kestra Private Wealth Services, Llc | 0.05% | 31,418 | $4,255,947 | $4,546,813 | +$290,866 | +6.83% | |
| Fjell Capital, Llc | 2.19% | 28,781 | $3,898,674 | $4,165,186 | +$266,512 | +6.84% | |
| Ubs Group Ag | 0.00% | 27,735 | $3,610,182 | $4,013,809 | +$403,627 | +11.18% | |
| Integrated Wealth Concepts Llc | 0.02% | 27,185 | $3,538,671 | $3,934,213 | +$395,542 | +11.18% | |
| Goldman Sachs Group Inc | 0.00% | 26,848 | $3,494,726 | $3,885,443 | +$390,717 | +11.18% | |
| Cerity Partners Llc | 0.00% | 26,563 | $3,457,578 | $3,844,197 | +$386,619 | +11.18% | |
| Asset Allocation Strategies Llc | 0.39% | 19,182 | $2,598,333 | $2,776,019 | +$177,686 | +6.84% | |
| Envestnet Asset Management Inc | 0.00% | 19,740 | $2,569,551 | $2,856,773 | +$287,222 | +11.18% | |
| Thoroughbred Financial Services, Llc | 0.12% | 19,296 | $2,511,000 | $2,792,517 | +$281,517 | +11.21% | |
| Concurrent Investment Advisors, Llc | 0.01% | 15,445 | $2,092,169 | $2,235,200 | +$143,031 | +6.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,674 | $1,649,769 | $1,834,181 | +$184,412 | +11.18% | |
| Arrowroot Family Office, Llc | 0.36% | 9,786 | $1,273,838 | $1,416,230 | +$142,392 | +11.18% | |
| Sigma Planning Corp | 0.03% | 8,816 | $1,194,149 | $1,275,852 | +$81,703 | +6.84% | |
| Fortitude Financial, Llc | 0.55% | 8,668 | $1,174,167 | $1,254,433 | +$80,266 | +6.84% | |
| Two Sigma Investments, Lp | 0.00% | 8,800 | $1,145,470 | $1,273,536 | +$128,066 | +11.18% | |
| Oppenheimer & Co Inc | 0.01% | 8,415 | $1,139,896 | $1,217,819 | +$77,923 | +6.84% | |
| Gts Securities Llc | 0.02% | 8,392 | $1,092,361 | $1,214,490 | +$122,129 | +11.18% | |
| Royal Bank Of Canada | 0.00% | 8,031 | $1,045,000 | $1,162,246 | +$117,246 | +11.22% | |
| Davis Investment Partners, Llc | 0.31% | 7,891 | $1,027,141 | $1,141,986 | +$114,845 | +11.18% | |
| Ameriprise Financial Inc | 0.00% | 7,405 | $963,938 | $1,071,652 | +$107,714 | +11.17% | |
| Mml Investors Services, Llc | 0.00% | 6,147 | $800,128 | $889,594 | +$89,466 | +11.18% | |
| Fortune Financial Group, Inc. | 0.71% | 5,874 | $795,692 | $850,085 | +$54,393 | +6.84% | |
| Susquehanna International Group, Llp | 0.00% | 6,087 | $792,327 | $880,911 | +$88,584 | +11.18% | |
| Flow Traders U.S. Llc | 0.03% | 4,813 | $626,000 | $696,537 | +$70,537 | +11.27% | |
| Creative Financial Designs Inc | 0.03% | 4,466 | $581,292 | $646,320 | +$65,028 | +11.19% | |
| Janney Montgomery Scott Llc | 0.00% | 3,525 | $459,000 | $510,138 | +$51,138 | +11.14% | |
| Main Street Group, Ltd | 0.10% | 3,152 | $427,020 | $456,157 | +$29,137 | +6.82% | |
| Modern Wealth Management, Llc | 0.00% | 3,112 | $405,080 | $450,369 | +$45,289 | +11.18% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 3,059 | $398,208 | $442,698 | +$44,490 | +11.17% | |
| Thrivent Financial For Lutherans | 0.00% | 2,969 | $386,000 | $429,674 | +$43,674 | +11.31% | |
| Montag A & Associates Inc | 0.02% | 2,750 | $372,515 | $397,980 | +$25,465 | +6.84% | |
| Newedge Advisors, Llc | 0.00% | 2,758 | $359,001 | $399,138 | +$40,137 | +11.18% | |
| Cornerstone Wealth Management, Llc | 0.01% | 2,662 | $346,515 | $385,245 | +$38,730 | +11.18% | |
| Redhawk Wealth Advisors, Inc. | 0.03% | 2,546 | $344,924 | $368,457 | +$23,533 | +6.82% | |
| Kestra Advisory Services, Llc | 0.00% | 2,465 | $320,919 | $356,735 | +$35,816 | +11.16% | |
| Gladstone Institutional Advisory Llc | 0.01% | 2,445 | $318,259 | $353,840 | +$35,581 | +11.18% |
Frequently asked questions about GRPM
Who are the largest institutional holders of GRPM?
The largest institutional holders of GRPM reported in the latest SEC Form 13F filings include Gw Henssler & Associates Ltd, Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and 626 Financial, Llc. InsiderSet ranks institutional holders by their latest reported GRPM position.
What is GRPM institutional ownership?
This page tracks GRPM positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P MIDCAP 400 GARP (GRPM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GRPM?
InsiderSet currently tracks 91 institutional managers reporting GRPM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GRPM shareholders.
How much GRPM stock do institutions own?
Institutional investment managers disclosed approximately $235.64M in GRPM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GRPM institutional ownership last updated?
The latest GRPM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GRPM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GRPM position after the reporting date.
Are institutions buying or selling GRPM?
Institutional buying and selling can be analyzed by comparing GRPM positions across consecutive 13F reporting periods. InsiderSet's GRPM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GRPM ownership changes.
How has GRPM institutional ownership changed over time?
InsiderSet tracks GRPM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.