Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q1 2024 (March 31)338holders
3famous investors
$42.36avg. 13F price*
At the end of Q1 2024, 338 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings. The largest holders were LPL Financial LLC ($286.0M), Fisher Asset Management ($239.1M) and Morgan Stanley ($172.4M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $152.4M |
| Exits | 17 | $16.7M |
Ownership 338 holders
| LPL Financial LLC | 0.15% | Add +22.2% | 6,788,772 | $286.0M |
| Fisher Asset Management | 0.11% | Reduce -3.5% | 5,676,289 | $239.1M |
| Morgan Stanley | 0.01% | Add +2.6% | 4,093,179 | $172.4M |
| Bank of America Corp. | 0.01% | Reduce -1.1% | 3,574,679 | $150.6M |
| Ameriprise Financial Inc. | 0.03% | Add +3.8% | 2,836,342 | $122.1M |
| Wells Fargo & Company | 0.03% | Add +30.4% | 2,458,583 | $103.6M |
| UBS Group AG | 0.03% | Add +13.3% | 2,002,012 | $84.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.78% | Reduce -1.3% | 1,510,848 | $63.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +37.7% | 1,287,506 | $54.2M |
| Royal Bank of Canada | 0.01% | Add +70.1% | 1,274,922 | $53.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +25.9% | 1,082,080 | $45.6M |
| Stifel Financial Corp. | 0.05% | Add +26.2% | 1,066,833 | $44.9M |
| Johnson Financial Group, Inc. | 2.34% | New | 1,033,253 | $43.5M |
| One Capital Management, LLC | 1.50% | Reduce -2.5% | 984,089 | $41.5M |
| GPS Wealth Strategies Group, LLC | 5.92% | Add +9.8% | 867,229 | $36.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.4% | 724,253 | $30.5M |
| Principle Wealth Partners LLC | 2.32% | Add +59.3% | 703,569 | $29.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.2% | 703,629 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 688,431 | $29.0M |
| HighTower Advisors, LLC | 0.05% | Add +34.3% | 682,547 | $28.7M |
| Retirement Group, LLC | 8.83% | Add +0.3% | 585,264 | $24.7M |
| Apexium Financial, LP | 1.69% | Add +2.0% | 528,145 | $22.3M |
| Quattro Financial Advisors LLC | 5.73% | New | 478,028 | $20.1M |
| Bank Hapoalim BM | 2.66% | No change | 468,000 | $19.7M |
| Raymond James & Associates | 0.01% | Add +20.9% | 447,521 | $18.9M |
| Demars Financial Group, LLC | 8.26% | Add +3.4% | 398,028 | $16.8M |
| MML Investors Services, LLC | 0.07% | Add +19.9% | 396,576 | $16.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -6.9% | 390,000 | $16.4M |
| Concentric Capital Strategies, LP | 1.05% | New | 386,475 | $16.3M |
| POM Investment Strategies, LLC | 10.93% | Add +5.3% | 316,923 | $13.4M |
| Wolf Group Capital Advisors | 5.92% | No change | 35,642 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +25.5% | 280,179 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Add +2582.8% | 274,771 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +61.3% | 274,721 | $11.6M |
| Segment Wealth Management, LLC | 0.83% | Reduce -0.8% | 257,740 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +66.8% | 254,445 | $10.7M |
| Private Advisor Group, LLC | 0.08% | Add +17.3% | 254,429 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +43.0% | 250,217 | $10.5M |
| Pegasus Partners Ltd. | 1.11% | No change | 249,690 | $10.5M |
| Global Retirement Partners, LLC | 0.39% | Add +6.9% | 245,501 | $10.3M |
| Cedar Wealth Management, LLC | 3.27% | Add +14.7% | 235,731 | $9.9M |
| Fortis Group Advisors, LLC | 1.79% | New | 231,198 | $9.7M |
| Centaurus Financial, Inc. | 0.62% | Add +3.3% | 210,630 | $8.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +39.0% | 210,271 | $8.9M |
| Avestar Capital, LLC | 1.01% | Reduce -47.0% | 209,650 | $8.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.2% | 208,954 | $8.8M |
| Columbia Advisory Partners LLC | 8.88% | Add +0.7% | 207,982 | $8.8M |
| Waverly Advisors, LLC | 0.20% | New | 201,236 | $8.5M |
| Asset Allocation Strategies LLC | 2.86% | Reduce -0.2% | 192,483 | $8.1M |
| Atria Investments, Inc | 0.11% | Add +60.4% | 189,712 | $8.0M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -24.9% | 185,998 | $7.8M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Reduce -0.1% | 183,543 | $7.7M |
| Cetera Investment Advisers | 0.02% | Add +526.9% | 182,333 | $7.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -2.4% | 181,200 | $7.6M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -4.5% | 171,734 | $7.2M |
| Farther Finance Advisors, LLC | 0.43% | Reduce -10.6% | 167,416 | $7.1M |
| D.A. Davidson & Co. | 0.06% | Add +1.1% | 162,808 | $6.9M |
| Pinnacle Family Advisors, LLC | 3.60% | Add +5.1% | 160,172 | $6.7M |
| PFG Investments, LLC | 0.40% | New | 157,060 | $6.6M |
| Consolidated Portfolio Review Corp | 1.70% | Add +1.3% | 153,832 | $6.5M |
| Citadel Advisors | 0.01% | Add +1266.4% | 148,718 | $6.3M |
| Financial Advocates Investment Management | 0.36% | Add +48.6% | 146,906 | $6.2M |
| Sigma Planning Corp | 0.19% | Add +57.4% | 141,506 | $6.0M |
| Stratos Wealth Advisors, LLC | 0.35% | Add +9.5% | 140,513 | $5.9M |
| Trek Financial, LLC | 0.46% | New | 139,040 | $5.9M |
| Jackson Wealth Management, LLC | 0.71% | Reduce -3.7% | 134,263 | $5.7M |
| Thoroughbred Financial Services, LLC | 0.53% | Reduce -52.2% | 131,679 | $5.5M |
| Crescent Grove Advisors, LLC | 0.54% | Reduce -4.8% | 123,969 | $5.2M |
| Leo Wealth, LLC | 0.53% | Add +25.0% | 122,898 | $5.2M |
| Precedent Wealth Partners, LLC | 2.16% | Add +56.5% | 119,404 | $5.0M |
| Connectus Wealth, LLC | 0.14% | Add +9.6% | 118,404 | $5.0M |
| Equitable Holdings, Inc. | 0.05% | Add +15.4% | 115,706 | $4.9M |
| Mariner, LLC | 0.01% | Add +1.0% | 110,051 | $4.6M |
| Sage Mountain Advisors LLC | 0.46% | No change | 105,830 | $4.5M |
| GeoWealth Management, LLC | 0.17% | New | 101,687 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -23.4% | 100,802 | $4.2M |
| Win Advisors, Inc. | 1.85% | New | 99,643 | $4.2M |
| World Investment Advisors | 0.58% | Add +584.5% | 96,855 | $4.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -18.5% | 96,548 | $4.1M |
| Marshall Wace, LLP | 0.01% | New | 95,607 | $4.0M |
| SignalPoint Asset Management, LLC | 1.10% | Reduce -0.9% | 94,554 | $4.0M |
| Aspire Capital Advisors LLC | 1.32% | Reduce -21.4% | 93,215 | $3.9M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -7.0% | 90,720 | $3.8M |
| Brookstone Capital Management | 0.07% | Add +11.4% | 88,103 | $3.7M |
| Sapient Capital LLC | 0.07% | Reduce -2.3% | 79,423 | $3.3M |
| RIA Advisory Group LLC | 1.34% | Add +944.5% | 78,908 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +1.1% | 77,782 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -18.4% | 77,700 | $3.3M |
| Hutchens & Kramer Investment Management Group, LLC | 1.80% | Reduce -2.2% | 72,289 | $3.0M |
| McAdam, LLC | 0.19% | Add +0.6% | 68,912 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +11.6% | 68,598 | $2.9M |
| TAP Consulting, LLC | 0.63% | New | 67,670 | $2.9M |
| Aptus Capital Advisors, LLC | 0.06% | New | 67,288 | $2.8M |
| Principal Securities, Inc. | 0.09% | Add +18.2% | 66,582 | $2.8M |
| Lincoln National Corp. | 0.04% | Reduce -1.6% | 66,072 | $2.8M |
| KCM Investment Advisors LLC | 0.10% | No change | 64,176 | $2.7M |
| Capstone Wealth Management Group, LLC | 1.92% | New | 63,543 | $2.7M |
| Cresta Advisors, Ltd. | 1.53% | Add +8.2% | 57,396 | $2.4M |
| Laraway Financial Advisors Inc | 2.09% | Add +4.9% | 56,135 | $2.4M |
| Institute for Wealth Management, LLC. | 0.31% | Add +1.1% | 56,048 | $2.4M |
| &partners | 0.32% | New | 55,150 | $2.3M |
| LWM Advisory Services, LLC | 1.86% | Add +68.7% | 55,080 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -48.1% | 54,594 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +26.1% | 54,424 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +14.5% | 54,085 | $2.3M |
| Concourse Financial Group Securities, Inc. | 0.14% | Add +0.0% | 52,415 | $2.2M |
| Per Stirling Capital Management, LLC. | 0.36% | Add +72.8% | 51,911 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 1.14% | Reduce -51.8% | 49,365 | $2.1M |
| Ethos Financial Group, LLC | 0.39% | Reduce -4.3% | 47,782 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +85.8% | 47,115 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +121.9% | 47,033 | $2.0M |
| Goodwin Investment Advisory | 0.91% | Reduce -0.0% | 46,048 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +1321.2% | 45,223 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.8% | 44,355 | $1.9M |
| Aspire Wealth Management Corp | 1.09% | Add +1.1% | 42,693 | $1.8M |
| Capital Wealth Alliance, LLC | 1.03% | Reduce -33.2% | 41,432 | $1.7M |
| Keystone Wealth Services, LLC | 0.55% | Reduce -32.8% | 40,186 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.7% | 39,586 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -0.1% | 39,474 | $1.7M |
| Aurora Private Wealth, Inc. | 1.40% | Add +0.1% | 38,494 | $1.6M |
| Silver Oak Securities, Incorporated | 0.25% | Add +266.1% | 38,473 | $1.6M |
| Avior Wealth Management, LLC | 0.08% | Reduce -15.9% | 38,455 | $1.6M |
| Financial Partners Group, LLC | 0.62% | Add +7.5% | 37,962 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Add +13.0% | 37,666 | $1.6M |
| WMG Financial Advisors, LLC | 0.89% | Add +0.3% | 37,099 | $1.6M |
| Cwm, LLC | 0.01% | Add +1232.8% | 35,719 | $1.5M |
| Greenleaf Trust | 0.01% | No change | 35,220 | $1.5M |
| Walker Asset Management, LLC | 0.98% | Add +4.8% | 35,029 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -57.8% | 35,000 | $1.5M |
| Raymond James Trust N.A. | 0.04% | Add +2.5% | 34,586 | $1.5M |
| Diversified, LLC | 0.20% | Reduce -0.8% | 34,089 | $1.4M |
| Fifth Third Securities, Inc. | 0.14% | Add +17.6% | 33,963 | $1.4M |
| FMR LLC | 0.00% | Add +33.9% | 33,335 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.0% | 32,770 | $1.4M |
| Smith Anglin Financial, LLC | 0.14% | Reduce -12.6% | 32,411 | $1.4M |
| WealthShield Partners, LLC | 0.22% | Add +26666.7% | 32,120 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -64.9% | 31,301 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 30,299 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.9% | 29,484 | $1.2M |
| Fsa Wealth Partners, Inc. | 0.30% | Reduce -7.2% | 28,830 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | New | 27,228 | $1.1M |
| Fischer Investment Strategies, LLC | 0.98% | Add +2.5% | 26,613 | $1.1M |
| NFSG Corp | 0.48% | Reduce -7.8% | 25,979 | $1.1M |
| Iams Wealth Management, LLC | 0.65% | New | 25,728 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 25,000 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +27.7% | 24,905 | $1.0M |
| HRT Financial LP | 0.01% | Add +137.5% | 24,850 | $1.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -54.4% | 24,169 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -2.9% | 23,791 | $1.0M |
| Nvwm, LLC | 0.27% | Reduce -5.9% | 23,312 | $982K |
| PSI Advisors, LLC | 0.35% | Add +17.2% | 23,089 | $973K |
| Hilltop National Bank | 0.33% | — | 22,870 | $964K |
| Blair William & Co. | 0.00% | No change | 22,190 | $935K |
| Keystone Financial Group | 0.13% | Reduce -82.9% | 20,901 | $881K |
| IFG Advisory, LLC | 0.07% | Add +12.3% | 20,667 | $871K |
| Bison Wealth, LLC | 0.14% | Reduce -8.7% | 20,644 | $870K |
| Carr Financial Group Corp | 0.29% | Add +70.9% | 20,372 | $858K |
| Householder Group Estate & Retirement Specialist, LLC | 0.25% | Reduce -15.7% | 20,330 | $857K |
| Comerica Bank | 0.00% | Add +61.2% | 19,973 | $841K |
| Hilltop Holdings Inc. | 0.09% | New | 19,326 | $814K |
| Davies Financial Advisors, Inc. | 0.83% | — | 19,253 | $811K |
| Ameritas Advisory Services, LLC | 0.03% | Add +28.3% | 19,426 | $804K |
| US Bancorp \de | 0.00% | Add +4.9% | 18,332 | $772K |
| Trilogy Capital Inc. | 0.04% | Reduce -6.8% | 17,674 | $745K |
| Brown Advisory Inc. | 0.00% | New | 17,631 | $743K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -19.2% | 17,303 | $729K |
| North Star Investment Management Corp. | 0.05% | Add +0.1% | 17,207 | $725K |
| Horizon Wealth Management, LLC | 0.19% | Add +1.2% | 17,155 | $723K |
| Seneca House Advisors | 0.31% | Reduce -2.9% | 17,028 | $717K |
| Carson Advisory Inc. | 0.50% | Add +0.1% | 17,027 | $717K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.5% | 16,965 | $715K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.5% | 16,965 | $715K |
| Citigroup Inc. | 0.00% | Add +0.0% | 16,833 | $709K |
| Great Diamond Partners, LLC | 0.16% | New | 16,512 | $696K |
| Synergy Asset Management, LLC | 0.11% | Reduce -12.6% | 15,705 | $662K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.11% | Add +2.7% | 15,200 | $640K |
| Independent Financial Group, LLC | 0.03% | Add +3.4% | 14,548 | $613K |
| Creative Planning | 0.00% | Add +9.7% | 14,187 | $598K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 13,809 | $582K |
| Merit Financial Group, LLC | 0.01% | Reduce -55.2% | 13,911 | $579K |
| Arete Wealth Advisors, LLC | 0.05% | Add +3.2% | 13,715 | $578K |
| Gries Financial LLC | 0.10% | New | 13,548 | $571K |
| Empower Advisory Group, LLC | 0.00% | Add +0.7% | 13,434 | $566K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.0% | 13,356 | $563K |
| Avantax Advisory Services, Inc. | 0.01% | Add +45.4% | 13,351 | $562K |
| CreativeOne Wealth, LLC | 0.02% | New | 13,316 | $561K |
| Summit Asset Management, LLC | 0.07% | No change | 13,315 | $561K |
| IFP Advisors, Inc | 0.02% | Add +15.2% | 13,074 | $551K |
| Focus Financial Network, Inc. | 0.03% | — | 13,553 | $549K |
| Wedbush Securities Inc. | 0.02% | Add +19.5% | 12,770 | $538K |
| Platte River Wealth Advisors, LLC | 0.15% | New | 12,356 | $521K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 12,180 | $513K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -9.6% | 12,142 | $512K |
| Money Concepts Capital Corp. | 0.05% | Reduce -9.6% | 12,114 | $510K |
| Carolinas Wealth Consulting LLC | 0.10% | New | 12,100 | $510K |
| KG Capital Management | 0.20% | Add +25.0% | 12,083 | $509K |
| EP Wealth Advisors, LLC | 0.01% | Add +182.1% | 11,766 | $496K |
| PFG Advisors | 0.04% | New | 11,654 | $491K |
| Samalin Investment Counsel, LLC | 0.23% | Reduce -0.5% | 11,414 | $481K |
| Almanack Investment Partners, LLC. | 0.08% | Add +3.1% | 11,236 | $473K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 11,090 | $467K |
| Selective Wealth Management, Inc. | 0.20% | No change | 11,172 | $465K |
| Insigneo Advisory Services, LLC | 0.06% | New | 11,010 | $464K |
| WESPAC Advisors, LLC | 0.27% | New | 10,997 | $463K |
| FOCUS Wealth Advisors, LLC | 0.25% | No change | 10,920 | $460K |
| Moneco Advisors, LLC | 0.07% | Reduce -89.9% | 10,889 | $459K |
| Private Trust Co. NA | 0.05% | Add +165.9% | 10,795 | $455K |
| Uptick Partners, LLC | 0.34% | Reduce -10.1% | 10,720 | $452K |
| Viawealth, LLC | 0.28% | Reduce -17.1% | 10,614 | $447K |
| Savant Capital, LLC | 0.00% | No change | 10,201 | $430K |
| Eagle Strategies LLC | 0.09% | New | 10,123 | $426K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -21.5% | 10,080 | $425K |
| Fortune 45 LLC | 0.34% | Add +2.1% | 9,871 | $416K |
| AE Wealth Management LLC | 0.00% | Reduce -97.4% | 9,763 | $411K |
| DGS Capital Management, LLC | 0.11% | New | 9,519 | $401K |
| Balboa Wealth Partners | 0.13% | Add +1.6% | 9,350 | $394K |
| Rappaport Reiches Capital Management, LLC | 0.12% | New | 9,317 | $393K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Add +0.2% | 9,174 | $387K |
| Embree Financial Group | 0.07% | Reduce -7.1% | 8,969 | $378K |
| Cerity Partners LLC | 0.00% | Add +1.3% | 8,870 | $374K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -43.3% | 8,834 | $372K |
| Benedetti & Gucer, Inc. | 0.18% | Reduce -3.8% | 8,827 | $372K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,650 | $364K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -5.5% | 8,598 | $362K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 8,565 | $361K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 8,565 | $361K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,480 | $357K |
| Darrow Company, Inc. | 0.23% | No change | 8,459 | $356K |
| Smith, Moore & Co. | 0.04% | Reduce -4.5% | 8,450 | $356K |
| OmniStar Financial Group, Inc. | 0.33% | New | 8,449 | $356K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -10.6% | 8,248 | $347K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 8,130 | $343K |
| Global Financial Private Client, LLC | 0.15% | Add +0.3% | 8,124 | $343K |
| Lansing Street Advisors | 0.15% | Add +8.4% | 8,041 | $339K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $338K |
| Paragon Capital Management Inc. | 0.24% | Reduce -94.3% | 7,666 | $323K |
| Bank of New Hampshire | 0.08% | New | 7,570 | $319K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 7,495 | $316K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -18.6% | 7,409 | $312K |
| Advisory Services Network, LLC | 0.01% | Add +340.1% | 7,177 | $302K |
| Lido Advisors, LLC | 0.00% | New | 7,162 | $302K |
| Ieq Capital, LLC | 0.00% | No change | 7,070 | $298K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Reduce -9.6% | 6,904 | $291K |
| Baker Avenue Asset Management, LP | 0.01% | New | 6,535 | $275K |
| Zimmermann Investment Management & Planning LLC | 0.10% | No change | 6,416 | $270K |
| Mgo One Seven LLC | 0.01% | New | 6,378 | $269K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,312 | $266K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +15.5% | 6,203 | $261K |
| DRW Securities, LLC | 0.01% | New | 6,150 | $259K |
| Associated Banc-Corp | 0.01% | New | 6,132 | $258K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 6,120 | $258K |
| Tiaa Trust, National Association | 0.00% | New | 6,000 | $253K |
| Brighton Jones LLC | 0.01% | Reduce -7.5% | 5,982 | $252K |
| Leavell Investment Management, Inc. | 0.01% | Add +3.5% | 5,865 | $247K |
| Apeiron RIA LLC | 0.07% | No change | 5,850 | $246K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,824 | $245K |
| First Heartland Consultants, Inc. | 0.03% | New | 5,765 | $243K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 5,732 | $241K |
| United Advisor Group, LLC | 0.09% | New | 5,687 | $240K |
| Spire Wealth Management | 0.00% | Add +0.2% | 5,677 | $239K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.9% | 5,532 | $233K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 5,500 | $232K |
| BLB&B Advisors, LLC | 0.01% | New | 5,377 | $227K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,341 | $225K |
| Lanark Financial, Inc. | 0.02% | Reduce -18.9% | 5,353 | $225K |
| Axxcess Wealth Management, LLC | 0.01% | New | 5,315 | $224K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 5,306 | $224K |
| NWF Advisory Services Inc. | 0.04% | New | 5,141 | $217K |
| Advisory Alpha, LLC | 0.01% | New | 5,116 | $216K |
| Geneos Wealth Management Inc. | 0.01% | Add +36.3% | 5,052 | $213K |
| Belpointe Asset Management LLC | 0.02% | Reduce -9.1% | 5,038 | $212K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.2% | 5,037 | $212K |
| Somerset Group LLC | 0.20% | New | 5,000 | $211K |
| Wealth Architects, LLC | 0.03% | New | 4,960 | $209K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 4,944 | $208K |
| Pacific Sun Financial Corp | 0.12% | New | 4,900 | $206K |
| McDonald Partners LLC | 0.06% | New | 4,888 | $206K |
| WealthBridge Capital Management, LLC | 0.07% | New | 4,855 | $205K |
| Game Plan Financial Advisors, LLC | 0.09% | New | 3,865 | $163K |
| Allworth Financial LP | 0.00% | No change | 3,320 | $140K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $139K |
| S.A. Mason LLC | 0.08% | No change | 3,100 | $131K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,900 | $122K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 2,835 | $119K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,820 | $114K |
| Continuum Advisory, LLC | 0.01% | New | 2,374 | $100K |
| Harbour Investments, Inc. | 0.00% | No change | 2,052 | $86K |
| Jones Financial Companies LLLP | 0.00% | New | 1,970 | $83K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +412.2% | 1,926 | $81K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -98.9% | 1,855 | $78K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -34.6% | 1,995 | $75K |
| VitalStone Financial, LLC | 0.06% | Add +21.7% | 1,789 | $75K |
| Caitlin John, LLC | 0.05% | Add +327.4% | 1,667 | $70K |
| Key Financial Inc | 0.02% | Reduce -4.6% | 1,650 | $70K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 1,434 | $60K |
| Signaturefd, LLC | 0.00% | No change | 1,238 | $52K |
| Register Financial Advisors LLC | 0.03% | No change | 1,220 | $51K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,115 | $47K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,100 | $46K |
| Archer Investment Corp | 0.01% | No change | 1,096 | $46K |
| Kelly Financial Services LLC | 0.02% | Reduce -2.9% | 1,016 | $43K |
| BlackRock Inc. | 0.00% | No change | 1,000 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 950 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -12.6% | 817 | $34K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 750 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 750 | $32K |
| Ransom Advisory, Ltd | 0.02% | — | 710 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.1% | 688 | $29K |
| Fifth Third Bancorp | 0.00% | Add +597.2% | 581 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 550 | $23K |
| Tidemark, LLC | 0.01% | Reduce -97.7% | 501 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | New | 260 | $15K |
| CGC Financial Services, LLC | 0.01% | No change | 350 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 278 | $12K |
| Global Assets Advisory, LLC | 0.01% | New | 270 | $11K |
| Westend Capital Management, LLC | 0.00% | — | 270 | $11K |
| Y.D. More Investments Ltd | 0.00% | No change | 260 | $11K |
| Founders Capital Management | 0.01% | No change | 230 | $10K |
| WR Wealth Planners, LLC | 0.00% | New | 230 | $10K |
| Realta Investment Advisors | 0.00% | New | 201 | $8K |
| West Branch Capital LLC | 0.00% | No change | 190 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 183 | $7K |
| Concord Wealth Partners | 0.00% | New | 150 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -42.4% | 144 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 140 | $6K |
| Headlands Technologies LLC | 0.00% | Add +0.3% | 107 | $5K |
| National Bank of Canada | 0.00% | Reduce -30.4% | 102 | $4K |
| Weaver Capital Management LLC | 0.00% | New | 95 | $4K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 101 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -62.4% | 109 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 90 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 57 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 39 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -99.2% | 36 | $2K |
| Element Wealth, LLC | 0.00% | No change | 21 | $873 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $424 |
| Assetmark, Inc. | 0.00% | Reduce -99.8% | 6 | $253 |
"% 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.