SPGP Institutional Ownership & Shareholders
INVESCO S&P 500 GARP ETF (SPGP) is currently held by 295 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.21B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of SPGP tracked by InsiderSet, reporting ownership valued at approximately $210.01M 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 $210.78M, representing an estimated gain of +0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed SPGP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 GARP ETF (SPGP).
This page ranks the largest institutional SPGP 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
295
Total Reported Value
$1.21B
Largest Holder
Morgan Stanley
Largest Position
$210.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,717,281 | $210,006,412 | $210,779,070 | +$772,658 | +0.37% | |
| Lpl Financial Llc | 0.03% | 1,063,264 | $130,026,540 | $130,505,023 | +$478,483 | +0.37% | |
| Raymond James Financial Inc | 0.02% | 667,457 | $81,623,255 | $81,923,672 | +$300,417 | +0.37% | |
| Bank Of America Corp | 0.01% | 648,368 | $79,288,927 | $79,580,688 | +$291,761 | +0.37% | |
| Fifth Third Bancorp | 0.07% | 370,698 | $45,332,659 | $45,499,473 | +$166,814 | +0.37% | |
| Howard Financial Services, Ltd. | 4.16% | 334,458 | $39,740,300 | $41,051,375 | +$1,311,075 | +3.30% | |
| Campbell Deegan Wealth Management, Llc | 17.18% | 197,674 | $24,173,598 | $24,262,507 | +$88,909 | +0.37% | |
| Commonwealth Equity Services, Llc | 0.03% | 182,053 | $22,263,250 | $22,345,185 | +$81,935 | +0.37% | |
| Coastal Bridge Advisors, Llc | 1.23% | 162,594 | $19,883,677 | $19,956,788 | +$73,111 | +0.37% | |
| Goldman Sachs Group Inc | 0.00% | 151,554 | $18,533,539 | $18,601,738 | +$68,199 | +0.37% | |
| Jones Financial Companies Lllp | 0.01% | 143,288 | $17,441,026 | $17,587,169 | +$146,143 | +0.84% | |
| Osaic Holdings, Inc. | 0.02% | 137,369 | $16,803,170 | $16,860,671 | +$57,501 | +0.34% | |
| Ubs Group Ag | 0.00% | 125,287 | $15,321,348 | $15,377,726 | +$56,378 | +0.37% | |
| Royal Bank Of Canada | 0.00% | 120,801 | $14,773,000 | $14,827,115 | +$54,115 | +0.37% | |
| Wescap Management Group, Inc. | 2.60% | 113,777 | $13,913,838 | $13,964,989 | +$51,151 | +0.37% | |
| Darrow Company, Inc. | 5.49% | 115,725 | $13,750,547 | $14,204,087 | +$453,540 | +3.30% | |
| Longview Financial Advisors, Inc. | 7.80% | 114,634 | $13,620,845 | $14,070,177 | +$449,332 | +3.30% | |
| Cetera Investment Advisers | 0.01% | 110,737 | $13,542,030 | $13,591,859 | +$49,829 | +0.37% | |
| Modern Wealth Management, Llc | 0.16% | 109,204 | $13,354,570 | $13,403,699 | +$49,129 | +0.37% | |
| Wells Fargo & Company/Mn | 0.00% | 100,981 | $12,348,974 | $12,394,408 | +$45,434 | +0.37% | |
| Cedar Wealth Management, Llc | 3.17% | 100,836 | $12,331,266 | $12,376,611 | +$45,345 | +0.37% | |
| Silicon Valley Capital Partners | 0.94% | 94,799 | $11,593,011 | $11,635,629 | +$42,618 | +0.37% | |
| Envestnet Asset Management Inc | 0.00% | 78,871 | $9,645,159 | $9,680,627 | +$35,468 | +0.37% | |
| Retirement Planning Group, Llc | 0.23% | 79,239 | $9,415,192 | $9,725,795 | +$310,603 | +3.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 64,793 | $7,895,058 | $7,952,693 | +$57,635 | +0.73% | |
| Private Advisor Group, Llc | 0.03% | 60,700 | $7,423,022 | $7,450,318 | +$27,296 | +0.37% | |
| 1900 Wealth Management Llc | 0.40% | 62,070 | $7,375,184 | $7,618,472 | +$243,288 | +3.30% | |
| &Partners | 0.03% | 59,415 | $7,262,329 | $7,292,597 | +$30,268 | +0.42% | |
| Mariner, Llc | 0.01% | 56,322 | $6,887,666 | $6,912,962 | +$25,296 | +0.37% | |
| Truist Financial Corp | 0.01% | 53,225 | $6,324,197 | $6,532,837 | +$208,640 | +3.30% | |
| Flagship Harbor Advisors, Llc | 0.23% | 52,329 | $6,217,764 | $6,422,861 | +$205,097 | +3.30% | |
| Johnson & White Wealth Management, Llc | 2.30% | 50,271 | $6,147,674 | $6,170,263 | +$22,589 | +0.37% | |
| D.A. Davidson & Co. | 0.03% | 49,901 | $5,929,321 | $6,124,849 | +$195,528 | +3.30% | |
| Thoroughbred Financial Services, Llc | 0.28% | 47,195 | $5,771,000 | $5,792,714 | +$21,714 | +0.38% | |
| Sovran Advisors, Llc | 0.38% | 40,711 | $5,102,720 | $4,996,868 | -$105,852 | -2.07% | |
| Cerity Partners Llc | 0.01% | 40,051 | $4,897,798 | $4,915,860 | +$18,062 | +0.37% | |
| Kestra Private Wealth Services, Llc | 0.05% | 40,839 | $4,852,463 | $5,012,579 | +$160,116 | +3.30% | |
| Bnp Paribas Financial Markets | 0.00% | 38,917 | $4,759,160 | $4,776,673 | +$17,513 | +0.37% | |
| Allworth Financial Lp | 0.02% | 37,603 | $4,598,430 | $4,615,392 | +$16,962 | +0.37% | |
| Perennial Investment Advisors, Llc | 0.30% | 36,709 | $4,489,042 | $4,505,663 | +$16,621 | +0.37% | |
| Jpmorgan Chase & Co | 0.00% | 36,642 | $4,485,115 | $4,497,439 | +$12,324 | +0.27% | |
| Mml Investors Services, Llc | 0.01% | 36,489 | $4,462,299 | $4,478,660 | +$16,361 | +0.37% | |
| Ameriprise Financial Inc | 0.00% | 35,496 | $4,340,904 | $4,356,779 | +$15,875 | +0.37% | |
| First United Bank & Trust | 1.23% | 35,932 | $4,269,440 | $4,410,294 | +$140,854 | +3.30% | |
| Hudock, Inc. | 0.54% | 35,808 | $4,254,715 | $4,395,074 | +$140,359 | +3.30% | |
| Elevation Capital Advisory, Llc | 1.64% | 35,122 | $4,173,201 | $4,310,874 | +$137,673 | +3.30% | |
| Marble Wealth, Llc | 0.64% | 33,955 | $4,152,380 | $4,167,637 | +$15,257 | +0.37% | |
| Eagle Strategies Llc | 0.40% | 34,683 | $4,121,037 | $4,256,991 | +$135,954 | +3.30% | |
| Principle Wealth Partners Llc | 0.19% | 32,150 | $3,931,642 | $3,946,091 | +$14,449 | +0.37% | |
| Citadel Advisors Llc | 0.00% | 31,892 | $3,900,073 | $3,914,424 | +$14,351 | +0.37% |
Frequently asked questions about SPGP
Who are the largest institutional holders of SPGP?
The largest institutional holders of SPGP reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, Bank Of America Corp, and Fifth Third Bancorp. InsiderSet ranks institutional holders by their latest reported SPGP position.
What is SPGP institutional ownership?
This page tracks SPGP positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 GARP ETF (SPGP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPGP?
InsiderSet currently tracks 295 institutional managers reporting SPGP 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 SPGP shareholders.
How much SPGP stock do institutions own?
Institutional investment managers disclosed approximately $1.21B in SPGP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPGP institutional ownership last updated?
The latest SPGP 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 SPGP 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 SPGP position after the reporting date.
Are institutions buying or selling SPGP?
Institutional buying and selling can be analyzed by comparing SPGP positions across consecutive 13F reporting periods. InsiderSet's SPGP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPGP ownership changes.
How has SPGP institutional ownership changed over time?
InsiderSet tracks SPGP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.