SEC 13F Intelligence

GRPMINVESCO EXCHANGE TRADED FD T

CUSIP 46137V225 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exchange Traded Fd T (GRPM) has 98 institutional holders in Filings Flow’s 13F database, together reporting 2.34M shares worth $278M as of Q1 2026. The largest reported holders are Morgan Stanley, Hightower Advisors, LLC, and Gw Henssler & Associates Ltd.

Institutional Holders
98
Q1 2026
Reported Value
$278M
Ticker
GRPM
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 26Q2 ’19Q3 ’19: 23Q4 ’19: 24Q1 ’20: 23Q2 ’20: 21Q2 ’20Q3 ’20: 22Q4 ’20: 22Q1 ’21: 29Q2 ’21: 34Q2 ’21Q3 ’21: 32Q4 ’21: 33Q1 ’22: 31Q2 ’22: 29Q2 ’22Q3 ’22: 30Q4 ’22: 42Q1 ’23: 43Q2 ’23: 41Q2 ’23Q3 ’23: 47Q4 ’23: 52Q1 ’24: 62Q2 ’24: 74Q2 ’24Q3 ’24: 74Q4 ’24: 87Q1 ’25: 80Q2 ’25: 89Q2 ’25Q3 ’25: 89Q4 ’25: 93Q1 ’26: 98filingsflow.com
Total reported value
Q2 ’19: $31MQ2 ’19Q3 ’19: $18MQ4 ’19: $22MQ1 ’20: $12MQ2 ’20: $15MQ2 ’20Q3 ’20: $17MQ4 ’20: $23MQ1 ’21: $31MQ2 ’21: $56MQ2 ’21Q3 ’21: $32MQ4 ’21: $33MQ1 ’22: $31MQ2 ’22: $25MQ2 ’22Q3 ’22: $23MQ4 ’22: $63MQ1 ’23: $76MQ2 ’23: $86MQ2 ’23Q3 ’23: $87MQ4 ’23: $69MQ1 ’24: $110MQ2 ’24: $122MQ2 ’24Q3 ’24: $163MQ4 ’24: $195MQ1 ’25: $174MQ2 ’25: $251MQ2 ’25Q3 ’25: $244MQ4 ’25: $303MQ1 ’26: $278Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
626 Financial, LLC$224M AUM4.77%$11M90.4KQ1 2026
GW HENSSLER & ASSOCIATES LTD$2.1B AUM1.53%$33M275.2KQ1 2026
WealthCare Investment Partners, LLC$360M AUM1.48%$5M45.1KQ1 2026
Stenger Family Office, LLC$566M AUM1.14%$6M38.2KQ3 2025OLDER
Fortitude Financial, LLC$111M AUM0.63%$1M10.0KQ1 2026
Seros Financial, LLC$157M AUM0.58%$911,0418.3KQ2 2025OLDER
Fortune Financial Group, Inc.$111M AUM0.53%$593,5155.0KQ1 2026
Arrowroot Family Office, LLC$302M AUM0.38%$1M9.8KQ1 2026
Davis Investment Partners, LLC$283M AUM0.38%$1M9.1KQ1 2026
Asset Allocation Strategies LLC$563M AUM0.38%$2M18.1KQ1 2026
BNB Wealth Management, LLC$156M AUM0.35%$545,3074.6KQ1 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.26%$577,8484.8KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.22%$7M59.6KQ1 2026
International Private Wealth Advisors LLC$163M AUM0.16%$258,9242.2KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.14%$4M36.6KQ1 2026
Main Street Group, LTD$340M AUM0.11%$363,9623.1KQ1 2026
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.09%$262,5082.1KQ1 2026
Summit Financial, LLC$7.8B AUM0.09%$7M57.7KQ1 2026
Courage Miller Partners, LLC$354M AUM0.07%$234,4502.0KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.06%$5M38.6KQ1 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.04%$358,4853.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.04%$41M343.2KQ1 2026
Sigma Planning Corp$3.6B AUM0.04%$1M11.8KQ1 2026
Medallion Wealth Advisors, LLC$306M AUM0.04%$118,2301.0KQ1 2026
Redhawk Wealth Advisors, Inc.$1.0B AUM0.03%$308,9872.6KQ1 2026
Harbor Group, Inc.$692M AUM0.03%$213,4861.8KQ1 2026
Triad Wealth Partners, LLC$1.3B AUM0.03%$322,5872.7KQ4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.03%$503,5744.3KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$231,6952.1KQ2 2025OLDER
Sankala Group LLC$122M AUM0.03%$34,416293Q1 2026
Crescent Grove Advisors, LLC$1.0B AUM0.03%$271,9292.3KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.03%$3M27.0KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.03%$5M45.3KQ1 2026
Glass Jacobson Investment Advisors llc$290M AUM0.02%$70,230594Q1 2026
PFG Advisors$2.1B AUM0.02%$512,1734.7KQ2 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M15.9KQ1 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$379,5593.2KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.02%$406,1903.4KQ1 2026
MONTAG A & ASSOCIATES INC$2.2B AUM0.02%$325,1332.8KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$402,5733.4KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M8.8KQ1 2026
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$289,0722.4KQ1 2026
Cetera Investment Advisers$94.0B AUM0.01%$9M75.0KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M52.8KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$752,5836.4KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.01%$1M11.2KQ2 2025OLDER
Modern Wealth Management, LLC$5.8B AUM0.01%$370,0863.1KQ1 2026
Quaker Wealth Management, LLC$320M AUM0.01%$16,553140Q1 2026
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$270,8742.3KQ1 2026
Reyes Financial Architecture, Inc.$179M AUM0.00%$7,23760Q3 2025OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.00%$240,0092.0KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$17M142.7KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$3M26.8KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M38.9KQ2 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$85,326711Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$6M54.6KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$81,679691Q1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$47,361401Q1 2026
Creative Planning$147.4B AUM0.00%$5M42.3KQ1 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$7,23266Q2 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$349,9613.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$41M345.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$5M43.2KQ1 2026
North Capital, Inc.$118M AUM0.00%$3,01625Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M13.0KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M13.3KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$610,1095.2KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$94,986791Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$18,326155Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$95,170789Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$47,709404Q1 2026
Founders Financial Alliance, LLC$555M AUM0.00%$7,76966Q1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$200,5471.8KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M35.8KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$17M144.2KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$330,9872.8KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$311,7372.6KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$209,2671.8KQ1 2026
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$17,262146Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M31.2KQ1 2026
MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM0.00%$1,71415Q1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$874,9027.4KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$208,5581.8KQ1 2026
Key FInancial Inc$562M AUM0.00%$3,54730Q1 2026
Mariner, LLC$85.7B AUM0.00%$525,1644.4KQ4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$12,606106Q1 2026
UBS Group AG$666.3B AUM0.00%$3M27.9KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$4,61139Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$8,73775Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$226,5291.9KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$16,907143Q1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M16.8KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$852,9767.2KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M9.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M9.4KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M11.6KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$84,285712Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$899,0217.6KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$19,985169Q1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$10,75991Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$2,36520Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$3,10026Q1 2026
CWM, LLC$38.1B AUM0.00%$12,651107Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,97325Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$106,643902Q1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$13,478114Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$33,104280Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$4,58438Q3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$9608Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$51,704437Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$16,184140Q1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$2362Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$761Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.