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Invesco S&P Midcap 400 Garp (GRPM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
GW Henssler & Associates LTD
INCREASED
Shares287,381 from 282,594
Change+4,787 (+2%)
Value$38.9M (+$2.1M)
Filed 2026-10-26
LPL Financial LLC
DECREASED
Shares134,672 from 149,657
Change-14,985 (-10%)
Value$18.2M (-$1.2M)
Filed 2026-11-06
626 Financial, LLC
DECREASED
Shares95,286 from 95,403
Change-117 (0%)
Value$12.9M (+$489.1K)
Filed 2026-11-04
WealthCare Investment Partners, LLC
DECREASED
Shares45,036 from 46,040
Change-1,004 (-2%)
Value$6.1M (+$107.7K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares41,610 from 41,199
Change+411 (+1%)
Value$5.6M (+$273.7K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares31,418 from 33,024
Change-1,606 (-5%)
Value$4.3M (-$42.7K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares30,320 from 35,296
Change-4,976 (-14%)
Value$4.1M (-$487.2K)
Filed 2026-11-02
Fjell Capital, LLC
NEW
Shares28,781
Change+28,781
Value$3.9M
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares19,182 from 18,696
Change+486 (+3%)
Value$2.6M (+$164.7K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares15,445 from 16,035
Change-590 (-4%)
Value$2.1M (+$4.9K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares12,545 from 12,674
Change-129 (-1%)
Value$1.7M (+$49.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,699 from 9,988
Change-289 (-3%)
Value$1.3M (+$14.0K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares8,816 from 12,977
Change-4,161 (-32%)
Value$1.2M (-$495.0K)
Filed 2026-10-23
Fortitude Financial, LLC
DECREASED
Shares8,668 from 9,281
Change-613 (-7%)
Value$1.2M (-$33.9K)
Filed 2026-10-19
Oppenheimer & Co Inc
UNCHANGED
Shares8,415 from 8,415
Change0 (0%)
Value$1.1M (+$44.5K)
Filed 2026-10-26
Davis Investment Partners, LLC
UNCHANGED
Shares7,891 from 7,891
Change0 (0%)
Value$1.1M (+$41.8K)
Filed 2026-11-05
Fortune Financial Group, Inc.
INCREASED
Shares5,874 from 5,820
Change+54 (+1%)
Value$795.7K (+$38.1K)
Filed 2026-10-22
Main Street Group, LTD
DECREASED
Shares3,152 from 3,171
Change-19 (-1%)
Value$427.0K (+$14.3K)
Filed 2026-10-28
SeedSafe Financial LLC
DECREASED
Shares3,141 from 3,264
Change-123 (-4%)
Value$425.5K (+$615)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares2,980 from 2,969
Change+11 (+0%)
Value$407.0K (+$21.0K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$372.5K (+$14.6K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,546 from 2,615
Change-69 (-3%)
Value$344.9K (+$4.5K)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares2,440 from 2,465
Change-25 (-1%)
Value$330.5K (+$9.6K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$311.6K (+$12.2K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares2,150 from 2,662
Change-512 (-19%)
Value$291.3K (-$55.2K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares2,103 from 2,179
Change-76 (-3%)
Value$284.9K (+$1.2K)
Filed 2026-10-22
Courage Miller Partners, LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$268.6K (+$10.5K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,966 from 1,964
Change+2 (+0%)
Value$266.3K (+$10.7K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$259.5K (+$10.1K)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares1,846 from 1,802
Change+44 (+2%)
Value$267.7K (+$20.9K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares1,837 from 4,466
Change-2,629 (-59%)
Value$248.8K (-$332.5K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares1,832 from 2,194
Change-362 (-16%)
Value$248.0K (+$247.7K)
Filed 2026-10-27
Harbor Group, Inc.
INCREASED
Shares1,811 from 1,809
Change+2 (+0%)
Value$245.3K (+$9.8K)
Filed 2026-10-14
International Private Wealth Advisors LLC
DECREASED
Shares1,782 from 2,016
Change-234 (-12%)
Value$241.4K (-$21.0K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares1,672 from 1,683
Change-11 (-1%)
Value$226.5K (+$7.4K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares1,570 from 1,968
Change-398 (-20%)
Value$212.7K (-$43.5K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares691
Change+691
Value$93.6K
Filed 2026-10-21
Fifth Third Bancorp
NEW
Shares586
Change+586
Value$79.4K
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares452 from 401
Change+51 (+13%)
Value$61.2K (+$9.0K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares312 from 311
Change+1 (+0%)
Value$42.2K (+$1.7K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$30.3K (+$1.2K)
Filed 2026-10-15
Quaker Wealth Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$19.0K (+$741)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares126 from 132
Change-6 (-5%)
Value$17.1K (-$114)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$5.3K (+$206)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.1K (+$159)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.4K (+$133)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares12
Change+12
Value$1.6K
Filed 2026-11-02
Assetmark, Inc
NEW
Shares2
Change+2
Value$271
Filed 2026-10-21
Russell Investments Group, Ltd.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-06
IFP Advisors, Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-16
HighTower Advisors, LLC
N/A
Shares— from 362,266
Change-362,266 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 174,943
Change-174,943 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 161,430
Change-161,430 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,723
Change-88,723 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 62,822
Change-62,822 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 59,878
Change-59,878 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,379
Change-51,379 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 46,062
Change-46,062 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 38,492
Change-38,492 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,260
Change-36,260 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,808
Change-28,808 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27,735
Change-27,735 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 27,185
Change-27,185 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,848
Change-26,848 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,563
Change-26,563 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,740
Change-19,740 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 9,786
Change-9,786 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 713
Change-713 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 554
Change-554 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
FMR LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 280
Change-280 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 131
Change-131 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
GW Henssler & Associates LTD
INCREASED287,381282,594+4,787+2%$36.8M$38.9M+$2.1M2026-10-26
LPL Financial LLC
DECREASED134,672149,657-14,985-10%$19.5M$18.2M-$1.2M2026-11-06
626 Financial, LLC
DECREASED95,28695,403-1170%$12.4M$12.9M+$489.1K2026-11-04
WealthCare Investment Partners, LLC
DECREASED45,03646,040-1,004-2%$6.0M$6.1M+$107.7K2026-11-05
Axxcess Wealth Management, LLC
INCREASED41,61041,199+411+1%$5.4M$5.6M+$273.7K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED31,41833,024-1,606-5%$4.3M$4.3M-$42.7K2026-11-06
Creative Planning
DECREASED30,32035,296-4,976-14%$4.6M$4.1M-$487.2K2026-11-02
Fjell Capital, LLC
NEW28,781—+28,781——$3.9M—2026-10-13
Asset Allocation Strategies LLC
INCREASED19,18218,696+486+3%$2.4M$2.6M+$164.7K2026-10-20
Concurrent Investment Advisors, LLC
DECREASED15,44516,035-590-4%$2.1M$2.1M+$4.9K2026-10-16
Commonwealth Equity Services, LLC
DECREASED12,54512,674-129-1%$1.6M$1.7M+$49.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED9,6999,988-289-3%$1.3M$1.3M+$14.0K2026-11-02
Sigma Planning Corp
DECREASED8,81612,977-4,161-32%$1.7M$1.2M-$495.0K2026-10-23
Fortitude Financial, LLC
DECREASED8,6689,281-613-7%$1.2M$1.2M-$33.9K2026-10-19
Oppenheimer & Co Inc
UNCHANGED8,4158,41500%$1.1M$1.1M+$44.5K2026-10-26
Davis Investment Partners, LLC
UNCHANGED7,8917,89100%$1.0M$1.1M+$41.8K2026-11-05
Fortune Financial Group, Inc.
INCREASED5,8745,820+54+1%$757.6K$795.7K+$38.1K2026-10-22
Main Street Group, LTD
DECREASED3,1523,171-19-1%$412.8K$427.0K+$14.3K2026-10-28
SeedSafe Financial LLC
DECREASED3,1413,264-123-4%$424.9K$425.5K+$6152026-11-02
Thrivent Financial for Lutherans
INCREASED2,9802,969+11+0%$386.0K$407.0K+$21.0K2026-11-05
Montag A & Associates Inc
UNCHANGED2,7502,75000%$358.0K$372.5K+$14.6K2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED2,5462,615-69-3%$340.4K$344.9K+$4.5K2026-10-14
Kestra Advisory Services, LLC
DECREASED2,4402,465-25-1%$320.9K$330.5K+$9.6K2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED2,3002,30000%$299.4K$311.6K+$12.2K2026-10-21
Cornerstone Wealth Management, LLC
DECREASED2,1502,662-512-19%$346.5K$291.3K-$55.2K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED2,1032,179-76-3%$283.7K$284.9K+$1.2K2026-10-22
Courage Miller Partners, LLC
UNCHANGED1,9831,98300%$258.1K$268.6K+$10.5K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED1,9661,964+2+0%$255.6K$266.3K+$10.7K2026-10-13
US Bancorp \de\
UNCHANGED1,9161,91600%$249.4K$259.5K+$10.1K2026-11-05
Sovran Advisors, LLC
INCREASED1,8461,802+44+2%$246.7K$267.7K+$20.9K2026-11-02
Creative Financial Designs Inc
DECREASED1,8374,466-2,629-59%$581.3K$248.8K-$332.5K2026-11-04
Capital Advisors, Ltd. LLC
DECREASED1,8322,194-362-16%$286$248.0K+$247.7K2026-10-27
Harbor Group, Inc.
INCREASED1,8111,809+2+0%$235.4K$245.3K+$9.8K2026-10-14
International Private Wealth Advisors LLC
DECREASED1,7822,016-234-12%$262.4K$241.4K-$21.0K2026-11-05
Lido Advisors, LLC
DECREASED1,6721,683-11-1%$219.1K$226.5K+$7.4K2026-11-04
Merit Financial Group, LLC
DECREASED1,5701,968-398-20%$256.2K$212.7K-$43.5K2026-11-06
Root Financial Partners, LLC
NEW691—+691——$93.6K—2026-10-21
Fifth Third Bancorp
NEW586—+586——$79.4K—2026-11-05
Capital Investment Advisory Services, LLC
INCREASED452401+51+13%$52.2K$61.2K+$9.0K2026-10-30
Larson Financial Group LLC
INCREASED312311+1+0%$40.5K$42.2K+$1.7K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED22422400%$29.2K$30.3K+$1.2K2026-10-15
Quaker Wealth Management, LLC
UNCHANGED14014000%$18.2K$19.0K+$7412026-10-22
Private Trust Co NA
DECREASED126132-6-5%$17.2K$17.1K-$1142026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED393900%$5.1K$5.3K+$2062026-10-27
Key FInancial Inc
UNCHANGED303000%$3.9K$4.1K+$1592026-11-02
Farther Finance Advisors, LLC
UNCHANGED252500%$3.3K$3.4K+$1332026-10-08
Heritage Family Offices, LLP
NEW12—+12——$1.6K—2026-11-02
Assetmark, Inc
NEW2—+2——$271—2026-10-21
Russell Investments Group, Ltd.
CLOSED066-66-100%$8.6K$0-$8.6K2026-11-06
IFP Advisors, Inc
CLOSED020-20-100%$2.6K$0-$2.6K2026-10-16
HighTower Advisors, LLC
N/A—362,266-362,266-100%$47.2M———
Morgan Stanley
N/A—174,943-174,943-100%$22.8M———
Bank of America Corp
N/A—161,430-161,430-100%$21.0M———
Osaic Holdings, Inc.
N/A—88,723-88,723-100%$11.6M———
Ameritas Investment Partners, Inc.
N/A—62,822-62,822-100%$8.2M———
Summit Financial, LLC
N/A—59,878-59,878-100%$7.8M———
Cetera Investment Advisers
N/A—51,379-51,379-100%$6.7M———
Private Advisor Group, LLC
N/A—46,062-46,062-100%$6.0M———
Jones Financial Companies Lllp
N/A—38,492-38,492-100%$5.0M———
Raymond James Financial Inc
N/A—36,260-36,260-100%$4.7M———
Northwestern Mutual Wealth Management Co
N/A—28,808-28,808-100%$3.7M———
UBS Group AG
N/A—27,735-27,735-100%$3.6M———
Integrated Wealth Concepts LLC
N/A—27,185-27,185-100%$3.5M———
Goldman Sachs Group Inc
N/A—26,848-26,848-100%$3.5M———
Cerity Partners LLC
N/A—26,563-26,563-100%$3.5M———
Envestnet Asset Management Inc
N/A—19,740-19,740-100%$2.6M———
Thoroughbred Financial Services, LLC
N/A—19,296-19,296-100%$2.5M———
Arrowroot Family Office, LLC
N/A—9,786-9,786-100%$1.3M———
Two Sigma Investments, LP
N/A—8,800-8,800-100%$1.1M———
GTS Securities LLC
N/A—8,392-8,392-100%$1.1M———
Royal Bank of Canada
N/A—8,031-8,031-100%$1.0M———
Ameriprise Financial Inc
N/A—7,405-7,405-100%$963.9K———
MML Investors Services, LLC
N/A—6,147-6,147-100%$800.1K———
Susquehanna International Group, LLP
N/A—6,087-6,087-100%$792.3K———
Flow Traders U.S. LLC
N/A—4,813-4,813-100%$626.0K———
Daniel Investment Group, Inc.
N/A—4,375-4,375-100%$569.5K———
Janney Montgomery Scott LLC
N/A—3,525-3,525-100%$459.0K———
Modern Wealth Management, LLC
N/A—3,112-3,112-100%$405.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,059-3,059-100%$398.2K———
NewEdge Advisors, LLC
N/A—2,758-2,758-100%$359.0K———
Gladstone Institutional Advisory LLC
N/A—2,445-2,445-100%$318.3K———
Compass Capital Corp
N/A—2,220-2,220-100%$317.9K———
Steward Partners Investment Advisory, LLC
N/A—1,436-1,436-100%$186.9K———
UBS Asset Management Americas LLC
N/A—902-902-100%$117.4K———
Rockefeller Capital Management L.P.
N/A—713-713-100%$92.9K———
JPMorgan Chase & Co
N/A—554-554-100%$71.7K———
Aptus Capital Advisors, LLC
N/A—436-436-100%$56.8K———
FMR LLC
N/A—435-435-100%$56.7K———
Bank of Montreal
N/A—280-280-100%$36.4K———
Sankala Group LLC
N/A—171-171-100%$24.3K———
AE Wealth Management LLC
N/A—168-168-100%$21.9K———
BOK Financial Private Wealth, Inc.
N/A—146-146-100%$19.0K———
Harbour Investments, Inc.
N/A—143-143-100%$18.6K———
Qube Research & Technologies Ltd
N/A—131-131-100%$17.1K———
Regatta Research & Money Management
N/A—100-100-100%$13.0K———
Global Retirement Partners, LLC
N/A—93-93-100%$12.1K———
Smartleaf Asset Management LLC
N/A—75-75-100%$9.8K———
Founders Financial Alliance, LLC
N/A—66-66-100%$8.6K———
Fiduciary Financial Advisors
N/A—45-45-100%$5.8K———
Marshall Investment Management, LLC
N/A—15-15-100%$1.9K———
Wells Fargo & Company
N/A—1-1-100%$120———
Showing 101 of 101 institutions