Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q2 2026 (June 30)583holders +18
64new positions
48sold out
6famous investors
$61.09avg. 13F price*
At the end of Q2 2026, 583 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 18 from Q1 2026. 64 opened new positions and 48 sold out. The largest holders were LPL Financial LLC ($578.5M), JPMorgan Chase & Co. ($433.6M) and Morgan Stanley ($390.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Top 50 ETF
- CUSIP
- 46137V233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $55.4M |
| Exits | 48 | $24.4M |
All 13F filers, Q1 2026 → Q2 2026: 10,440,407 shares bought and 6,251,583 shares sold, net +4,188,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 583 holders
| LPL Financial LLC | 0.13% | Reduce -5.4% | 9,447,300 | $578.5M |
| JPMorgan Chase & Co. | 0.03% | Add +877.6% | 7,169,840 | $433.6M |
| Morgan Stanley | 0.02% | Reduce -2.0% | 6,378,648 | $390.6M |
| Wells Fargo & Company | 0.04% | Reduce -1.7% | 3,445,571 | $211.0M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 3,095,951 | $189.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.8% | 2,774,385 | $169.9M |
| Principle Wealth Partners LLC | 7.84% | Add +1.6% | 2,592,959 | $158.8M |
| Osaic Holdings, Inc. | 0.17% | Reduce -11.9% | 2,378,244 | $145.6M |
| Johnson Financial Group, Inc. | 4.54% | Add +8.9% | 2,255,508 | $138.1M |
| Royal Bank of Canada | 0.02% | Add +22.4% | 1,921,389 | $117.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.1% | 1,689,089 | $103.4M |
| Means Investment Co., Inc. | 7.52% | Add +3.9% | 1,624,685 | $99.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -5.2% | 1,370,284 | $84.9M |
| UBS Group AG | 0.01% | Reduce -29.7% | 1,300,255 | $79.6M |
| Lido Advisors, LLC | 0.28% | Reduce -5.3% | 1,257,704 | $77.0M |
| HighTower Advisors, LLC | 0.07% | Add +33.0% | 1,195,204 | $73.2M |
| Stifel Financial Corp. | 0.06% | Add +11.5% | 1,122,247 | $68.7M |
| Bogart Wealth, LLC | 2.35% | Add +2.0% | 1,120,730 | $68.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.8% | 1,074,733 | $65.8M |
| Invesco Ltd. | 0.00% | Reduce -7.7% | 931,939 | $57.1M |
| MML Investors Services, LLC | 0.11% | Add +19.8% | 887,762 | $54.4M |
| Clearstead Advisors, LLC | 0.50% | Reduce -1.1% | 865,654 | $53.0M |
| Jones Financial Companies LLLP | 0.02% | Add +10.4% | 837,467 | $49.7M |
| Demars Financial Group, LLC | 13.17% | Add +0.2% | 776,421 | $47.5M |
| Cetera Investment Advisers | 0.04% | Add +7.7% | 746,104 | $45.7M |
| Citigroup Inc. | 0.02% | Add +24.9% | 745,845 | $45.7M |
| Private Advisor Group, LLC | 0.19% | Add +1.0% | 664,341 | $40.7M |
| One Capital Management, LLC | 1.07% | No change | 704,917 | $38.5M |
| Farther Finance Advisors, LLC | 0.29% | Reduce -7.2% | 607,616 | $37.2M |
| Cedar Wealth Management, LLC | 9.26% | Add +1.0% | 588,062 | $36.0M |
| United Capital Financial Advisors, LLC | 0.19% | Add +0.8% | 575,169 | $35.2M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +9.6% | 449,071 | $27.5M |
| Global Retirement Partners, LLC | 0.39% | — | 412,914 | $25.3M |
| Core Wealth Advisors, Inc. | 4.95% | Add +3.2% | 402,306 | $24.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.6% | 374,672 | $22.9M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -4.4% | 343,570 | $21.0M |
| Brown Advisory Inc. | 0.03% | Reduce -23.9% | 342,322 | $21.0M |
| Quattro Financial Advisors LLC | 4.42% | Add +0.0% | 337,860 | $20.7M |
| Tulsa Wealth Advisors, INC | 2.82% | Reduce -29.1% | 326,731 | $20.0M |
| Equitable Holdings, Inc. | 0.12% | Reduce -10.9% | 318,702 | $19.5M |
| Segment Wealth Management, LLC | 0.97% | Add +4.3% | 305,742 | $18.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.2% | 291,213 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -20.9% | 289,297 | $17.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -37.6% | 280,000 | $17.1M |
| Gladstone Institutional Advisory LLC | 0.54% | Reduce -4.1% | 276,809 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -9.0% | 276,509 | $16.9M |
| Fiduciary Financial Advisors | 1.72% | Add +5498.8% | 275,854 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +32460.4% | 272,205 | $16.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.94% | Add +6.2% | 268,713 | $16.5M |
| Cyr Financial Inc. | 8.51% | Add +6.7% | 266,804 | $16.3M |
| OneDigital Investment Advisors LLC | 0.12% | Add +1.7% | 239,838 | $14.7M |
| Green Ridge Wealth Planning LLC | 5.89% | Add +2.9% | 228,719 | $14.0M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -3.8% | 228,152 | $14.0M |
| Thoroughbred Financial Services, LLC | 0.65% | Reduce -3.5% | 221,021 | $13.5M |
| Centaurus Financial, Inc. | 0.50% | Reduce -2.2% | 210,983 | $12.9M |
| Estate Planners Group, LLC | 5.78% | Add +2.0% | 208,582 | $12.8M |
| NewEdge Advisors, LLC | 0.04% | Add +6.0% | 200,437 | $12.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 198,614 | $12.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -60.6% | 191,225 | $11.7M |
| JSF Financial, LLC | 1.84% | Add +4.2% | 186,891 | $11.4M |
| Summit Financial, LLC | 0.12% | Reduce -12.8% | 181,462 | $11.1M |
| Lighthouse Financial Services Inc. | 2.27% | Add +2.3% | 176,958 | $10.8M |
| Seros Financial, LLC | 5.62% | Add +2.1% | 176,305 | $10.8M |
| Vision Retirement, LLC | 2.59% | Add +2.6% | 174,996 | $10.7M |
| KPP Advisory Services LLC | 1.35% | Add +4.1% | 173,685 | $10.6M |
| Precedent Wealth Partners, LLC | 1.77% | Reduce -1.0% | 173,358 | $10.6M |
| Mgo One Seven LLC | 0.16% | Add +408.9% | 158,316 | $9.7M |
| D. E. Shaw & Co. | 0.01% | New | 155,798 | $9.5M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 152,001 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +5.2% | 148,505 | $9.1M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -1.6% | 148,018 | $9.1M |
| Ameritas Advisory Services, LLC | 0.18% | New | 147,911 | $9.1M |
| World Investment Advisors | 0.15% | Reduce -0.2% | 164,372 | $9.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -26.4% | 140,926 | $8.6M |
| D.A. Davidson & Co. | 0.05% | Add +1.6% | 139,502 | $8.5M |
| Flagship Wealth Advisors, LLC | 1.86% | Add +176.3% | 135,600 | $8.3M |
| Stratos Wealth Advisors, LLC | 0.45% | Reduce -3.6% | 134,237 | $8.2M |
| PMG Wealth Management, Inc. | 4.76% | Reduce -0.4% | 125,829 | $7.7M |
| Ashton Thomas Securities, LLC | 1.11% | Reduce -65.5% | 123,103 | $7.5M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -5.6% | 121,540 | $7.4M |
| Crescent Grove Advisors, LLC | 0.61% | No change | 117,638 | $7.2M |
| IFC & Insurance Marketing, Inc. | 6.11% | Add +8.3% | 113,274 | $6.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.9% | 112,646 | $6.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -50.1% | 112,349 | $6.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +48.6% | 110,063 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.5% | 109,818 | $6.7M |
| Gotham Asset Management | 0.02% | No change | 105,818 | $6.5M |
| Sage Mountain Advisors LLC | 0.39% | Reduce -1.7% | 104,090 | $6.4M |
| Integrity Alliance, Llc. | 0.20% | Add +3.8% | 103,872 | $6.4M |
| Savvy Advisors, Inc. | 0.13% | New | 98,864 | $6.1M |
| Aspire Capital Advisors LLC | 1.13% | Add +17.3% | 94,434 | $5.8M |
| Atria Investments, Inc | 0.06% | Reduce -41.0% | 93,174 | $5.7M |
| Comprehensive Financial Planning, Inc. | 3.03% | Add +0.8% | 92,770 | $5.7M |
| HBW Advisory Services LLC | 0.51% | Add +10.5% | 91,730 | $5.6M |
| Bawa N Mallick Trust | 1.78% | No change | 90,000 | $5.5M |
| Leavell Investment Management, Inc. | 0.20% | Reduce -3.7% | 88,334 | $5.4M |
| Mutual Advisors, LLC | 0.10% | Reduce -11.8% | 87,793 | $5.4M |
| VestGen Advisors, LLC | 0.16% | Add +5.2% | 87,602 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.3% | 87,376 | $5.4M |
| Basso Capital Management, L.P. | 1.31% | New | 86,797 | $5.3M |
"% of holder's portfolio" is XLG's weight in each manager's 13F, not the share of Invesco S&P 500 Top 50 ETF the manager owns.