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Invesco S&P Midcap 400 Garp (GRPM)

CUSIP: 46137V225 | NYSE | 222 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

GW Henssler & Associates LTD287,381
1.7% of portfolio›$38.9M
626 Financial, LLC95,286
5.0% of portfolio›$12.9M
WealthCare Investment Partners, LLC45,036
1.4% of portfolio›$6.1M
Axxcess Wealth Management, LLC41,610
0.2% of portfolio›$5.6M
Kestra Private Wealth Services, LLC31,418
0.0% of portfolio›$4.3M
Creative Planning30,320
0.0% of portfolio›$4.1M
Fjell Capital, LLC28,781
2.2% of portfolio›$3.9M
Asset Allocation Strategies LLC19,182
0.4% of portfolio›$2.6M
Concurrent Investment Advisors, LLC15,445
0.0% of portfolio›$2.1M
Commonwealth Equity Services, LLC12,545
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.9,699
0.0% of portfolio›$1.3M
Sigma Planning Corp8,816
0.0% of portfolio›$1.2M
Fortitude Financial, LLC8,668
0.6% of portfolio›$1.2M
Oppenheimer & Co Inc8,415
0.0% of portfolio›$1.1M
Davis Investment Partners, LLC7,891
0.3% of portfolio›$1.1M
Fortune Financial Group, Inc.5,874
0.7% of portfolio›$795.7K
Main Street Group, LTD3,152
0.1% of portfolio›$427.0K
SeedSafe Financial LLC3,141
0.3% of portfolio›$425.5K
Thrivent Financial for Lutherans2,980
0.0% of portfolio›$407.0K
Montag A & Associates Inc2,750
0.0% of portfolio›$372.5K
Redhawk Wealth Advisors, Inc.2,546
0.0% of portfolio›$344.9K
Kestra Advisory Services, LLC2,440
0.0% of portfolio›$330.5K
Crescent Grove Advisors, LLC2,300
0.0% of portfolio›$311.6K
Cornerstone Wealth Management, LLC2,150
0.0% of portfolio›$291.3K
Sagespring Wealth Partners, LLC2,103
0.0% of portfolio›$284.9K
Courage Miller Partners, LLC1,983
0.1% of portfolio›$268.6K
Signature Estate & Investment Advisors LLC1,966
0.0% of portfolio›$266.3K
US Bancorp \de\1,916
0.0% of portfolio›$259.5K
Sovran Advisors, LLC1,846
0.0% of portfolio›$267.7K
Creative Financial Designs Inc1,837
0.0% of portfolio›$248.8K
Capital Advisors, Ltd. LLC1,832
0.1% of portfolio›$248.0K
Harbor Group, Inc.1,811
0.0% of portfolio›$245.3K
International Private Wealth Advisors LLC1,782
0.1% of portfolio›$241.4K
Lido Advisors, LLC1,672
0.0% of portfolio›$226.5K
Root Financial Partners, LLC691
0.0% of portfolio›$93.6K
Fifth Third Bancorp586
0.0% of portfolio›$79.4K
Capital Investment Advisory Services, LLC452
0.0% of portfolio›$61.2K
Larson Financial Group LLC312
0.0% of portfolio›$42.2K
GHP Investment Advisors, Inc.224
0.0% of portfolio›$30.3K
Quaker Wealth Management, LLC140
0.0% of portfolio›$19.0K
Private Trust Co NA126
0.0% of portfolio›$17.1K
Pinnacle Wealth Planning Services, Inc.39
0.0% of portfolio›$5.3K
Key FInancial Inc30
0.0% of portfolio›$4.1K
Farther Finance Advisors, LLC25
0.0% of portfolio›$3.4K
Heritage Family Offices, LLP12
0.0% of portfolio›$1.6K
Assetmark, Inc2
0.0% of portfolio›$271
StyleTurnoverLocationFiled
GW Henssler & Associates LTD
287,381$38.9M1.7%CoreMediumKennesaw, GA2026-10-26
626 Financial, LLC
95,286$12.9M5.0%CoreLowPortage, MI2026-11-04
WealthCare Investment Partners, LLC
45,036$6.1M1.4%ETFLowPortsmouth, RI2026-11-05
Axxcess Wealth Management, LLC
41,610$5.6M0.2%CoreLowCarlsbad, CA2026-10-21
Kestra Private Wealth Services, LLC
31,418$4.3M0.0%GrowthLowAustin, TX2026-10-30
Creative Planning
30,320$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Fjell Capital, LLC
28,781$3.9M2.2%GrowthLowFargo, ND2026-10-13
Asset Allocation Strategies LLC
19,182$2.6M0.4%ETFMediumFarmington, MI2026-10-20
Concurrent Investment Advisors, LLC
15,445$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth Equity Services, LLC
12,545$1.7M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
9,699$1.3M0.0%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
8,816$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Fortitude Financial, LLC
8,668$1.2M0.6%ETFHighSpokane, WA2026-10-19
Oppenheimer & Co Inc
8,415$1.1M0.0%CoreLowNew York, NY2026-10-26
Davis Investment Partners, LLC
7,891$1.1M0.3%ETFLowCharlotte, NC2026-11-05
Fortune Financial Group, Inc.
5,874$795.7K0.7%ETFHighNaples, FL2026-10-22
Main Street Group, LTD
3,152$427.0K0.1%ETFMediumGlen Allen, VA2026-10-28
SeedSafe Financial LLC
3,141$425.5K0.3%ETFVery LowAustin, TX2026-11-02
Thrivent Financial for Lutherans
2,980$407.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Montag A & Associates Inc
2,750$372.5K0.0%CoreLowAtlanta, GA2026-10-29
Redhawk Wealth Advisors, Inc.
2,546$344.9K0.0%ETFHighMinneapolis, MN2026-10-14
Kestra Advisory Services, LLC
2,440$330.5K0.0%CoreLowAustin, TX2026-11-02
Crescent Grove Advisors, LLC
2,300$311.6K0.0%ETFLowLake Forest, IL2026-10-21
Cornerstone Wealth Management, LLC
2,150$291.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Sagespring Wealth Partners, LLC
2,103$284.9K0.0%ETFLowFranklin, TN2026-10-22
Courage Miller Partners, LLC
1,983$268.6K0.1%ETFVery LowNorfolk, VA2026-10-21
Signature Estate & Investment Advisors LLC
1,966$266.3K0.0%ETFMediumLos Angeles, CA2026-10-13
US Bancorp \de\
1,916$259.5K0.0%IndexLowMinneapolis, MN2026-11-05
Sovran Advisors, LLC
1,846$267.7K0.0%ETFMediumSan Diego, CA2026-11-02
Creative Financial Designs Inc
1,837$248.8K0.0%ETFMediumKokomo, IN2026-11-04
Capital Advisors, Ltd. LLC
1,832$248.0K0.1%ETFLowShaker Heights, OH2026-10-27
Harbor Group, Inc.
1,811$245.3K0.0%ETFVery LowBedford, NH2026-10-14
International Private Wealth Advisors LLC
1,782$241.4K0.1%CoreMediumSan Diego, CA2026-11-05
Lido Advisors, LLC
1,672$226.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Root Financial Partners, LLC
691$93.6K0.0%ETFMediumEncinitas, CA2026-10-21
Fifth Third Bancorp
586$79.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Capital Investment Advisory Services, LLC
452$61.2K0.0%CoreMediumRaleigh, NC2026-10-30
Larson Financial Group LLC
312$42.2K0.0%GrowthLowSt Louis, MO2026-11-05
GHP Investment Advisors, Inc.
224$30.3K0.0%CoreVery LowDenver, CO2026-10-15
Quaker Wealth Management, LLC
140$19.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Private Trust Co NA
126$17.1K0.0%CoreLowCleveland, OH2026-10-20
Pinnacle Wealth Planning Services, Inc.
39$5.3K0.0%GARPLowMansfield, OH2026-10-27
Key FInancial Inc
30$4.1K0.0%ETFLowWest Chester, PA2026-11-02
Farther Finance Advisors, LLC
25$3.4K0.0%IndexLowSan Francisco, CA2026-10-08
Heritage Family Offices, LLP
12$1.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Assetmark, Inc
2$2710.0%ETFLowConcord, CA2026-10-21