Who Owns INV SP 500 GARP ETF (SPGP)? -- Institutional Holders (2026-06-30)

321 institutions reported holding $1.31B of INV SP 500 GARP ETF (SPGP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($210.0M), LPL Financial LLC ($130.0M), RAYMOND JAMES FINANCIAL INC ($81.6M), BANK OF AMERICA CORP /DE/ ($79.3M), FIFTH THIRD BANCORP ($45.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$210.0M1.7MTrimmed
2LPL Financial LLC$130.0M1.1MTrimmed
3RAYMOND JAMES FINANCIAL INC$81.6M667,457Trimmed
4BANK OF AMERICA CORP /DE/$79.3M648,368Trimmed
5FIFTH THIRD BANCORP$45.3M370,698Trimmed
6HOWARD FINANCIAL SERVICES, LTD.$40.1M327,925Trimmed
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.6M258,031Trimmed
8Campbell Deegan Wealth Management, LLC$24.2M197,674Added
9COMMONWEALTH EQUITY SERVICES, LLC$22.3M182,053Trimmed
10Coastal Bridge Advisors, LLC$19.9M162,594Trimmed
11GOLDMAN SACHS GROUP INC$18.5M151,554Added
12JONES FINANCIAL COMPANIES LLLP$17.4M143,288Added
13OSAIC HOLDINGS, INC.$16.8M137,369Trimmed
14Creative Planning$16.5M134,909Trimmed
15UBS Group AG$15.3M125,287Trimmed
16Cambridge Investment Research Advisors, Inc.$15.0M122,668Added
17Royal Bank of Canada$14.8M120,801Trimmed
18Darrow Company, Inc.$13.9M113,925Added
19WESCAP Management Group, Inc.$13.9M113,777Trimmed
20Longview Financial Advisors, Inc.$13.9M113,518Added
21Cetera Investment Advisers$13.5M110,737Trimmed
22FLAGSHIP HARBOR ADVISORS, LLC$13.5M110,158Added
23Modern Wealth Management, LLC$13.4M109,204Trimmed
24WELLS FARGO & COMPANY/MN$12.3M100,981Trimmed
25Cedar Wealth Management, LLC$12.3M100,836Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30