INVESCO S&P 500 GARP ETF (SPGP) Institutional Shareholders
INVESCO S&P 500 GARP ETF (SPGP) 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 $1.23B in SPGP holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SPGP tracked by InsiderSet, reporting ownership valued at approximately $198.84M in its March 31, 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 $231.59M, representing an estimated gain of +16.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
294
Total Reported Value
$1.23B
Largest Holder
Morgan Stanley
Largest Position
$198.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,847,583 | $198,836,936 | $231,594,529 | +$32,757,593 | +16.47% | |
| Lpl Financial Llc | 0.03% | 1,200,648 | $129,213,731 | $150,501,227 | +$21,287,496 | +16.47% | |
| Raymond James Financial Inc | 0.02% | 729,216 | $78,478,254 | $91,407,226 | +$12,928,972 | +16.47% | |
| Bank Of America Corp | 0.01% | 706,406 | $76,023,413 | $88,547,992 | +$12,524,579 | +16.47% | |
| Fifth Third Bancorp | 0.08% | 411,551 | $44,291,119 | $51,587,918 | +$7,296,799 | +16.47% | |
| Howard Financial Services, Ltd. | 4.00% | 327,925 | $40,101,938 | $41,105,399 | +$1,003,461 | +2.50% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 369,402 | $39,755,075 | $46,304,541 | +$6,549,466 | +16.47% | |
| Commonwealth Equity Services, Llc | 0.03% | 182,053 | $22,263,250 | $22,820,344 | +$557,094 | +2.50% | |
| Campbell Deegan Wealth Management, Llc | 16.74% | 193,546 | $20,829,463 | $24,260,991 | +$3,431,528 | +16.47% | |
| Royal Bank Of Canada | 0.00% | 179,510 | $19,318,000 | $22,501,579 | +$3,183,579 | +16.48% | |
| Coastal Bridge Advisors, Llc | 1.28% | 167,939 | $18,073,545 | $21,051,154 | +$2,977,609 | +16.47% | |
| Ubs Group Ag | 0.00% | 164,528 | $17,706,503 | $20,623,585 | +$2,917,082 | +16.47% | |
| Bnp Paribas Financial Markets | 0.01% | 160,200 | $17,240,724 | $20,081,070 | +$2,840,346 | +16.47% | |
| Creative Planning | 0.01% | 151,888 | $16,346,167 | $19,039,161 | +$2,692,994 | +16.47% | |
| Osaic Holdings, Inc. | 0.02% | 141,214 | $15,200,138 | $17,701,175 | +$2,501,037 | +16.45% | |
| Jones Financial Companies Lllp | 0.01% | 134,125 | $14,074,395 | $16,812,569 | +$2,738,174 | +19.46% | |
| Darrow Company, Inc. | 5.40% | 113,925 | $13,931,872 | $14,280,499 | +$348,627 | +2.50% | |
| Longview Financial Advisors, Inc. | 8.12% | 113,518 | $13,881,926 | $14,229,481 | +$347,555 | +2.50% | |
| Flagship Harbor Advisors, Llc | 0.52% | 110,158 | $13,471,128 | $13,808,305 | +$337,177 | +2.50% | |
| Cedar Wealth Management, Llc | 3.85% | 122,786 | $13,214,250 | $15,391,225 | +$2,176,975 | +16.47% | |
| Wescap Management Group, Inc. | 2.55% | 120,202 | $12,936,210 | $15,067,321 | +$2,131,111 | +16.47% | |
| Cetera Investment Advisers | 0.01% | 119,234 | $12,831,943 | $14,945,982 | +$2,114,039 | +16.47% | |
| Modern Wealth Management, Llc | 0.20% | 110,492 | $11,933,149 | $13,850,172 | +$1,917,023 | +16.06% | |
| Wells Fargo & Company/Mn | 0.00% | 108,480 | $11,674,661 | $13,597,968 | +$1,923,307 | +16.47% | |
| Silicon Valley Capital Partners | 1.14% | 108,457 | $11,672,153 | $13,595,085 | +$1,922,932 | +16.47% | |
| Hightower Advisors, Llc | 0.01% | 94,887 | $10,211,765 | $11,894,085 | +$1,682,320 | +16.47% | |
| Elevation Capital Advisory, Llc | 3.78% | 80,162 | $9,803,018 | $10,048,307 | +$245,289 | +2.50% | |
| Retirement Planning Group, Llc | 0.30% | 90,616 | $9,752,119 | $11,358,716 | +$1,606,597 | +16.47% | |
| Envestnet Asset Management Inc | 0.00% | 83,063 | $8,939,212 | $10,411,947 | +$1,472,735 | +16.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,955 | $8,331,219 | $8,392,809 | +$61,590 | +0.74% | |
| Goldman Sachs Group Inc | 0.00% | 71,770 | $7,723,887 | $8,996,370 | +$1,272,483 | +16.47% | |
| 1900 Wealth Management Llc | 0.48% | 69,936 | $7,526,565 | $8,766,478 | +$1,239,913 | +16.47% | |
| Private Advisor Group, Llc | 0.03% | 60,700 | $7,423,022 | $7,608,745 | +$185,723 | +2.50% | |
| Truist Financial Corp | 0.01% | 54,944 | $6,719,114 | $6,887,230 | +$168,116 | +2.50% | |
| Perennial Investment Advisors, Llc | 0.51% | 58,923 | $6,341,001 | $7,385,998 | +$1,044,997 | +16.48% | |
| &Partners | 0.03% | 58,385 | $6,283,360 | $7,318,560 | +$1,035,200 | +16.48% | |
| Johnson & White Wealth Management, Llc | 2.30% | 50,271 | $6,147,674 | $6,301,470 | +$153,796 | +2.50% | |
| D.A. Davidson & Co. | 0.03% | 49,525 | $6,056,473 | $6,207,959 | +$151,486 | +2.50% | |
| Mariner, Llc | 0.01% | 54,386 | $5,853,050 | $6,817,285 | +$964,235 | +16.47% | |
| Jump Financial, Llc | 0.09% | 54,310 | $5,844,842 | $6,807,759 | +$962,917 | +16.47% | |
| Alhambra Investment Management Llc | 2.48% | 46,553 | $5,692,961 | $5,835,419 | +$142,458 | +2.50% | |
| Sovran Advisors, Llc | 0.38% | 40,711 | $5,102,720 | $5,103,124 | +$404 | +0.01% | |
| Kestra Private Wealth Services, Llc | 0.05% | 39,216 | $4,795,744 | $4,915,726 | +$119,982 | +2.50% | |
| Ameriprise Financial Inc | 0.00% | 41,542 | $4,650,059 | $5,207,290 | +$557,231 | +11.98% | |
| Hudock, Inc. | 0.57% | 36,350 | $4,445,336 | $4,556,473 | +$111,137 | +2.50% | |
| First United Bank & Trust | 1.27% | 36,039 | $4,407,210 | $4,517,489 | +$110,279 | +2.50% | |
| Citadel Advisors Llc | 0.00% | 40,617 | $4,371,202 | $5,091,341 | +$720,139 | +16.47% | |
| Cerity Partners Llc | 0.01% | 40,402 | $4,348,124 | $5,064,391 | +$716,267 | +16.47% | |
| Grange Capital, Llc | 3.95% | 35,063 | $4,287,902 | $4,395,147 | +$107,245 | +2.50% | |
| Eagle Strategies Llc | 0.42% | 34,683 | $4,241,359 | $4,347,514 | +$106,155 | +2.50% |
Frequently asked questions about SPGP
Who owns the most SPGP stock?
The largest holders of SPGP 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 500 GARP ETF (SPGP).
Is SPGP widely held by superinvestors?
Many widely followed stocks like SPGP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPGP 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.