Who Owns SPGP
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPGP.
Who crossed 5% of SPGP →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Longview Financial Advisors, Inc.ETF114.6K shadded | $13.6M |
| Breakwater Capital GroupS&P 500 GARP ETF23.1K shtrimmed | $2.7M |
| Baron Financial Group, LLCS&P 500 GARP ETF17.2K shtrimmed | $2M |
| Farther Finance Advisors, LLCETF16.3K shtrimmed | $1.9M |
| Whalen Wealth Management Inc.S&P 500 GARP ETF9.1K shadded | $1.1M |
| AVAII WEALTH MANAGEMENT, LLCS&P 500 GARP ETF7K shtrimmed | $840.9K |
| Bank of New HampshireS&P 500 GARP ETF4.7K shheld | $563.8K |
| Investors Research CorpS&P 500 GARP ETF3.9K shtrimmed | $462.1K |
| Venture Visionary Partners LLCS&P 500 GARP ETF3.6K shheld | $424.8K |
| PUFF WEALTH MANAGEMENT, LLCS&P 500 GARP ETF2.5K shtrimmed | $292.6K |
| First Heartland Consultants, Inc.RUSSEL 200 GWT2.5K shheld | $291.5K |
| Tactive Advisors, LLCS&P 500 GARP ETF2.3K shadded | $274K |
| GAMMA Investing LLCETF237 shheld | $28.2K |
| ARMSTRONG ADVISORY GROUP, INCS&P 500 GARP ETF169 shtrimmed | $20.1K |
| CoreCap Advisors, LLCETF107 shtrimmed | $12.7K |
| Davis Capital ManagementETF104 shheld | $12.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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