Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q2 2024 (June 30)384holders +46
69new positions
25sold out
5famous investors
$45.71avg. 13F price*
At the end of Q2 2024, 384 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 46 from Q1 2024. 69 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($331.1M), Fisher Asset Management ($246.8M) and Morgan Stanley ($242.5M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $210.4M |
| Exits | 25 | $72.6M |
All 13F filers, Q1 2024 → Q2 2024: 12,479,847 shares bought and 3,903,922 shares sold, net +8,575,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| LPL Financial LLC | 0.17% | Add +6.6% | 7,237,697 | $331.1M |
| Fisher Asset Management | 0.11% | Reduce -5.0% | 5,394,473 | $246.8M |
| Morgan Stanley | 0.02% | Add +29.5% | 5,300,564 | $242.5M |
| Bank of America Corp. | 0.02% | Add +8.8% | 3,890,606 | $178.0M |
| Ameriprise Financial Inc. | 0.04% | Add +1.4% | 2,875,375 | $131.6M |
| Wells Fargo & Company | 0.03% | Add +7.7% | 2,646,994 | $121.1M |
| UBS Group AG | 0.03% | Add +19.9% | 2,400,548 | $109.8M |
| Johnson Financial Group, Inc. | 3.37% | Add +47.2% | 1,521,288 | $69.6M |
| Clearstead Advisors, LLC | 1.15% | New | 1,474,628 | $67.5M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 1,315,486 | $60.2M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +20.6% | 1,305,381 | $59.7M |
| Stifel Financial Corp. | 0.05% | Reduce -5.3% | 1,010,477 | $46.2M |
| One Capital Management, LLC | 1.53% | Reduce -0.2% | 982,429 | $44.9M |
| GPS Wealth Strategies Group, LLC | 6.38% | Add +7.0% | 927,894 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.9% | 875,278 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Add +18.6% | 834,230 | $38.2M |
| Principle Wealth Partners LLC | 2.86% | Add +16.8% | 821,528 | $37.6M |
| Redhawk Wealth Advisors, Inc. | 5.08% | New | 726,611 | $33.2M |
| HighTower Advisors, LLC | 0.05% | Add +6.1% | 724,442 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 699,151 | $32.0M |
| Thrivent Financial for Lutherans | 0.06% | Add +868.3% | 664,259 | $30.4M |
| Private Advisor Group, LLC | 0.19% | Add +142.3% | 616,477 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +4253.3% | 601,146 | $27.5M |
| Bricktown Capital, LLC | 5.53% | New | 593,922 | $27.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +95.2% | 546,898 | $25.0M |
| Apexium Financial, LP | 1.78% | Add +3.0% | 543,735 | $24.9M |
| Baird Financial Group, Inc. | 0.05% | Add +79.9% | 494,242 | $22.6M |
| Raymond James & Associates | 0.01% | Add +7.6% | 481,348 | $22.0M |
| Quattro Financial Advisors LLC | 5.72% | Add +0.0% | 478,043 | $21.9M |
| MML Investors Services, LLC | 0.09% | Add +17.0% | 463,963 | $21.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +4.6% | 408,000 | $18.8M |
| Demars Financial Group, LLC | 9.00% | Add +3.2% | 410,600 | $18.8M |
| Core Wealth Advisors, Inc. | 5.99% | New | 382,170 | $17.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +30.7% | 358,964 | $16.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +43.1% | 358,120 | $16.4M |
| Wolf Group Capital Advisors | 5.90% | Add +818.8% | 327,482 | $15.0M |
| POM Investment Strategies, LLC | 11.64% | Add +0.3% | 318,001 | $14.5M |
| Segment Wealth Management, LLC | 1.05% | Add +20.2% | 309,825 | $14.2M |
| Cedar Wealth Management, LLC | 4.37% | Add +24.8% | 294,083 | $13.5M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +9.8% | 279,295 | $12.8M |
| JSF Financial, LLC | 3.64% | New | 259,791 | $11.9M |
| Pegasus Partners Ltd. | 1.17% | Add +1.3% | 252,855 | $11.6M |
| Global Retirement Partners, LLC | 0.36% | Add +2.7% | 252,060 | $11.5M |
| Cetera Investment Advisers | 0.03% | Add +37.9% | 251,440 | $11.5M |
| OneDigital Investment Advisors LLC | 0.13% | Add +697.5% | 235,132 | $10.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.2% | 223,209 | $10.2M |
| Centaurus Financial, Inc. | 0.67% | Add +4.1% | 219,270 | $10.0M |
| Fortis Group Advisors, LLC | 1.89% | Reduce -10.1% | 207,845 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.3% | 202,732 | $9.3M |
| Columbia Advisory Partners LLC | 8.98% | Reduce -3.3% | 201,076 | $9.2M |
| Avestar Capital, LLC | 0.99% | Reduce -6.3% | 196,524 | $9.0M |
| Financial Advocates Investment Management | 0.56% | Add +33.5% | 196,091 | $9.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.7% | 192,906 | $8.8M |
| U.S. Capital Wealth Advisors, LLC | 0.33% | Add +2.7% | 188,502 | $8.6M |
| Asset Allocation Strategies LLC | 2.88% | Reduce -2.9% | 186,928 | $8.6M |
| Atria Investments, Inc | 0.11% | Reduce -4.4% | 181,369 | $8.3M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -6.5% | 173,807 | $8.0M |
| Johnson Investment Counsel Inc. | 0.08% | Add +0.2% | 172,110 | $7.9M |
| D.A. Davidson & Co. | 0.07% | Add +1.0% | 164,399 | $7.5M |
| Thoroughbred Financial Services, LLC | 0.50% | Add +24.6% | 164,082 | $7.5M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -3.6% | 161,464 | $7.4M |
| Consolidated Portfolio Review Corp | 1.70% | Add +3.6% | 159,417 | $7.3M |
| Sigma Planning Corp | 0.23% | Add +10.1% | 155,793 | $7.1M |
| Cyr Financial Inc. | 7.10% | — | 155,275 | $7.1M |
| Aspire Capital Advisors LLC | 2.30% | Add +64.9% | 153,753 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.33% | Add +4.8% | 147,327 | $6.7M |
| Sanctuary Advisors, LLC | 0.05% | — | 158,249 | $6.5M |
| Renaissance Technologies | 0.01% | Add +81.7% | 141,200 | $6.5M |
| Gladstone Institutional Advisory LLC | 0.34% | New | 140,943 | $6.4M |
| Precedent Wealth Partners, LLC | 2.47% | Add +12.2% | 134,015 | $6.1M |
| Focus Partners Wealth | 0.02% | New | 128,276 | $5.9M |
| Leo Wealth, LLC | 0.58% | Add +1.5% | 124,741 | $5.7M |
| Crescent Grove Advisors, LLC | 0.62% | No change | 123,969 | $5.7M |
| Equitable Holdings, Inc. | 0.06% | Add +4.0% | 120,284 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -39.7% | 109,300 | $5.0M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 108,990 | $5.0M |
| World Investment Advisors | 0.31% | Add +10.7% | 107,184 | $4.9M |
| Sage Mountain Advisors LLC | 0.45% | No change | 105,830 | $4.8M |
| TAP Consulting, LLC | 1.00% | Add +53.8% | 104,091 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +3.8% | 100,248 | $4.6M |
| SignalPoint Asset Management, LLC | 1.11% | Reduce -4.2% | 90,564 | $4.1M |
| KPP Advisory Services LLC | 1.06% | New | 87,019 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +8.7% | 84,559 | $3.9M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -7.5% | 83,928 | $3.8M |
| Capstone Wealth Management Group, LLC | 2.43% | Add +27.6% | 81,094 | $3.7M |
| Brookstone Capital Management | 0.06% | Reduce -10.6% | 78,767 | $3.7M |
| Sapient Capital LLC | 0.08% | Add +0.0% | 79,437 | $3.6M |
| Trek Financial, LLC | 0.28% | Reduce -44.6% | 76,987 | $3.5M |
| Marshall Wace, LLP | 0.00% | Reduce -21.4% | 75,179 | $3.4M |
| &partners | 0.15% | Add +34.4% | 74,145 | $3.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.82% | Reduce -1.0% | 71,547 | $3.3M |
| GTS Securities LLC | 0.07% | New | 71,529 | $3.3M |
| Principal Securities, Inc. | 0.09% | Add +6.6% | 70,995 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +46.1% | 68,734 | $3.1M |
| McAdam, LLC | 0.18% | Reduce -3.1% | 66,777 | $3.1M |
| Jackson Wealth Management, LLC | 0.65% | Reduce -50.4% | 66,620 | $3.0M |
| Retireful, LLC | 1.40% | New | 65,288 | $3.0M |
| KCM Investment Advisors LLC | 0.11% | Add +0.3% | 64,356 | $2.9M |
| Client First Capital LLC | 1.76% | New | 63,974 | $2.9M |
| Synergy Asset Management, LLC | 0.45% | Add +301.1% | 62,999 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +15.0% | 62,605 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +31.9% | 62,136 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -39.3% | 61,230 | $2.8M |
| Cresta Advisors, Ltd. | 1.61% | Add +3.7% | 59,526 | $2.7M |
| Laraway Financial Advisors Inc | 2.24% | Add +2.1% | 57,306 | $2.6M |
| Bank of Montreal | 0.00% | Add +4.4% | 57,019 | $2.6M |
| Institute for Wealth Management, LLC. | 0.34% | Reduce -0.1% | 56,014 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +1.5% | 54,917 | $2.5M |
| LWM Advisory Services, LLC | 2.10% | Reduce -0.7% | 54,695 | $2.5M |
| Concourse Financial Group Securities, Inc. | 0.15% | Add +2.3% | 53,619 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 53,248 | $2.4M |
| Silver Oak Securities, Incorporated | 0.36% | Add +37.0% | 52,687 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +935.1% | 52,139 | $2.4M |
| Fsa Wealth Partners, Inc. | 0.63% | Add +75.2% | 50,504 | $2.3M |
| ShoreHaven Wealth Partners, LLC | 1.20% | Add +0.8% | 49,736 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.6% | 49,477 | $2.3M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -27.3% | 48,900 | $2.2M |
| Goodwin Investment Advisory | 0.96% | Reduce -0.8% | 45,667 | $2.1M |
| Ethos Financial Group, LLC | 0.37% | Reduce -4.7% | 45,530 | $2.1M |
| Keystone Wealth Services, LLC | 0.63% | Add +10.9% | 44,566 | $2.0M |
| Dana Investment Advisors, Inc. | 0.07% | Add +13.9% | 42,892 | $2.0M |
| Aspire Wealth Management Corp | 1.10% | Reduce -1.7% | 41,966 | $1.9M |
| Capital Wealth Alliance, LLC | 1.09% | Add +1.1% | 41,869 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +33.8% | 40,530 | $1.9M |
| Optivise Advisory Services LLC | 0.99% | — | 40,274 | $1.8M |
| Wealthspire Retirement, LLC | 0.15% | Add +0.1% | 39,507 | $1.8M |
| Financial Partners Group, LLC | 0.70% | Add +3.7% | 39,367 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +102.2% | 39,274 | $1.8M |
| Fifth Third Securities, Inc. | 0.16% | Add +14.3% | 38,812 | $1.8M |
| Tudor Investment Corporation | 0.02% | New | 38,026 | $1.7M |
| WMG Financial Advisors, LLC | 0.92% | Add +2.4% | 37,992 | $1.7M |
| FMR LLC | 0.00% | Add +13.9% | 37,969 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -75.4% | 36,594 | $1.7M |
| Aurora Private Wealth, Inc. | 1.44% | Reduce -6.6% | 35,956 | $1.6M |
| Greenleaf Trust | 0.02% | No change | 35,220 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Reduce -9.2% | 34,913 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Reduce -0.6% | 34,379 | $1.6M |
| Walker Asset Management, LLC | 1.04% | Reduce -3.9% | 33,674 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +33.8% | 33,319 | $1.5M |
| Gsa Capital Partners LLP | 0.11% | New | 33,200 | $1.5M |
| Fischer Investment Strategies, LLC | 1.48% | Add +24.4% | 33,121 | $1.5M |
| Moller Wealth Partners | 0.40% | New | 33,068 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -9.5% | 32,341 | $1.5M |
| Diversified, LLC | 0.17% | Reduce -5.2% | 32,316 | $1.5M |
| Smith Anglin Financial, LLC | 0.15% | Reduce -1.0% | 32,088 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.38% | New | 31,621 | $1.4M |
| Capital CS Group, LLC | 1.66% | New | 31,514 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -19.3% | 31,939 | $1.4M |
| Masso Torrence Wealth Management Inc. | 0.79% | New | 31,048 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 30,651 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +205.3% | 29,805 | $1.4M |
| HBW Advisory Services LLC | 0.22% | New | 29,373 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +230.7% | 29,213 | $1.3M |
| Creative Planning | 0.00% | Add +104.5% | 29,007 | $1.3M |
| Carr Financial Group Corp | 0.41% | Add +38.5% | 28,206 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.21% | Reduce -45.8% | 28,128 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | Add +352.3% | 26,530 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +11.5% | 26,530 | $1.2M |
| NTV Asset Management LLC | 0.17% | New | 26,525 | $1.2M |
| WealthShield Partners, LLC | 0.18% | Reduce -18.7% | 26,102 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Add +76.1% | 25,621 | $1.2M |
| PSI Advisors, LLC | 0.37% | Add +9.7% | 25,320 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.2% | 25,051 | $1.1M |
| Hershey Financial Advisers, LLC | 1.00% | — | 24,326 | $1.1M |
| Blair William & Co. | 0.00% | Add +8.2% | 24,010 | $1.1M |
| Iams Wealth Management, LLC | 0.58% | Reduce -10.4% | 23,057 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +72.3% | 22,999 | $1.1M |
| Hilltop National Bank | 0.34% | No change | 22,870 | $1.0M |
| Millennium Management | 0.00% | New | 22,693 | $1.0M |
| NFSG Corp | 0.39% | Reduce -12.7% | 22,670 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +32.0% | 22,392 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +32.0% | 22,392 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -78.0% | 22,321 | $1.0M |
| Nvwm, LLC | 0.27% | Reduce -5.3% | 22,085 | $1.0M |
| IFG Advisory, LLC | 0.06% | Add +2.7% | 21,219 | $971K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -12.4% | 21,169 | $968K |
| Comerica Bank | 0.00% | Add +2.1% | 20,388 | $933K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +279.7% | 20,281 | $928K |
| Jones Financial Companies LLLP | 0.00% | Add +912.2% | 19,940 | $912K |
| Hilltop Holdings Inc. | 0.11% | Add +3.1% | 19,934 | $912K |
| US Bancorp \de | 0.00% | Add +6.4% | 19,498 | $892K |
| Citigroup Inc. | 0.00% | Add +15.0% | 19,357 | $886K |
| Roman Butler Fullerton & Co. | 0.29% | New | 18,371 | $881K |
| Davies Financial Advisors, Inc. | 0.82% | No change | 19,253 | $881K |
| Bison Wealth, LLC | 0.14% | No change | 20,644 | $870K |
| Householder Group Estate & Retirement Specialist, LLC | 0.24% | Reduce -6.5% | 19,006 | $869K |
| Snider Financial Group | 0.32% | New | 18,395 | $842K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 17,634 | $807K |
| Horizon Wealth Management, LLC | 0.19% | Add +2.1% | 17,513 | $801K |
| Founders Financial Securities LLC | 0.08% | New | 17,488 | $800K |
| Seneca House Advisors | 0.34% | Reduce -0.1% | 17,009 | $778K |
| Arete Wealth Advisors, LLC | 0.06% | Add +23.0% | 16,866 | $774K |
| Great Diamond Partners, LLC | 0.17% | Reduce -1.6% | 16,240 | $743K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +20.3% | 16,064 | $735K |
| Carson Advisory Inc. | 0.51% | Reduce -6.0% | 16,009 | $732K |
| North Star Investment Management Corp. | 0.05% | Reduce -7.0% | 15,996 | $732K |
| Moneco Advisors, LLC | 0.11% | Add +46.5% | 15,950 | $730K |
| Transatlantique Private Wealth LLC | 0.29% | New | 15,777 | $722K |
| KG Capital Management | 0.25% | Add +29.8% | 15,685 | $718K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.15% | Add +3.0% | 15,650 | $716K |
| Rappaport Reiches Capital Management, LLC | 0.21% | Add +67.1% | 15,569 | $712K |
| EP Wealth Advisors, LLC | 0.01% | Add +32.2% | 15,554 | $712K |
| Trilogy Capital Inc. | 0.04% | Reduce -16.2% | 14,804 | $677K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -16.9% | 14,387 | $658K |
| Platte River Wealth Advisors, LLC | 0.18% | Add +15.8% | 14,311 | $655K |
| Wedbush Securities Inc. | 0.02% | Add +11.5% | 14,234 | $651K |
| Merit Financial Group, LLC | 0.01% | Add +2.0% | 14,195 | $649K |
| Carolinas Wealth Consulting LLC | 0.12% | Add +15.4% | 13,964 | $639K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +120.7% | 13,933 | $637K |
| Focus Financial Network, Inc. | 0.03% | Add +0.7% | 13,643 | $634K |
| Choreo, LLC | 0.01% | New | 13,553 | $625K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.7% | 13,340 | $610K |
| Summit Asset Management, LLC | 0.07% | No change | 13,315 | $609K |
| PFG Advisors | 0.04% | Add +13.5% | 13,230 | $605K |
| SteelPeak Wealth, LLC | 0.03% | Add +1.2% | 12,290 | $562K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 12,201 | $558K |
| IFP Advisors, Inc | 0.02% | Reduce -8.6% | 11,952 | $547K |
| Money Concepts Capital Corp. | 0.05% | Reduce -1.4% | 11,946 | $547K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +58.0% | 11,841 | $542K |
| Selective Wealth Management, Inc. | 0.23% | No change | 11,172 | $530K |
| Snowden Capital Advisors LLC | 0.02% | New | 11,554 | $529K |
| Savant Capital, LLC | 0.01% | Add +13.2% | 11,542 | $528K |
| Samalin Investment Counsel, LLC | 0.25% | Add +1.1% | 11,538 | $528K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 11,090 | $507K |
| FOCUS Wealth Advisors, LLC | 0.26% | No change | 10,920 | $500K |
| Wedmont Private Capital | 0.03% | New | 10,457 | $494K |
| Leslie Global Wealth, LLC | 0.29% | — | 10,776 | $493K |
| DGS Capital Management, LLC | 0.14% | Add +12.8% | 10,740 | $491K |
| Belvedere Trading LLC | 0.03% | New | 10,501 | $480K |
| Penbrook Management LLC | 0.29% | New | 10,370 | $474K |
| Cerity Partners LLC | 0.00% | Add +14.5% | 10,154 | $465K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.2% | 10,101 | $462K |
| Fortune 45 LLC | 0.35% | Add +2.3% | 10,095 | $462K |
| Cresset Asset Management, LLC | 0.00% | New | 10,090 | $462K |
| Foundations Investment Advisors, LLC | 0.01% | New | 10,000 | $457K |
| Uptick Partners, LLC | 0.35% | No change | 10,720 | $452K |
| OmniStar Financial Group, Inc. | 0.40% | Add +15.6% | 9,768 | $447K |
| First Heartland Consultants, Inc. | 0.04% | Add +63.5% | 9,425 | $431K |
| Balboa Wealth Partners | 0.11% | No change | 9,350 | $428K |
| Private Trust Co. NA | 0.05% | Reduce -14.8% | 9,198 | $421K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Add +0.2% | 9,193 | $421K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -72.3% | 9,077 | $415K |
| ELCO Management Co., LLC | 0.23% | New | 8,800 | $403K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,650 | $396K |
| Viawealth, LLC | 0.25% | Reduce -18.5% | 8,648 | $396K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.6% | 8,648 | $396K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +4.3% | 8,604 | $394K |
| MainStreet Investment Advisors LLC | 0.05% | No change | 8,565 | $392K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 8,565 | $392K |
| Baker Avenue Asset Management, LP | 0.01% | Add +30.1% | 8,505 | $389K |
| Darrow Company, Inc. | 0.25% | Reduce -0.3% | 8,436 | $386K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 8,400 | $384K |
| Mgo One Seven LLC | 0.02% | Add +30.2% | 8,302 | $380K |
| Global Financial Private Client, LLC | 0.16% | Add +0.2% | 8,137 | $372K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 8,130 | $372K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $367K |
| Lansing Street Advisors | 0.15% | Reduce -1.0% | 7,958 | $364K |
| Embree Financial Group | 0.07% | Reduce -12.5% | 7,846 | $359K |
| Advisory Services Network, LLC | 0.01% | Add +8.5% | 7,790 | $356K |
| M Holdings Securities, Inc. | 0.05% | New | 7,755 | $355K |
| Brighton Jones LLC | 0.01% | Add +27.0% | 7,599 | $348K |
| Bank of New Hampshire | 0.09% | No change | 7,570 | $346K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +21.8% | 7,552 | $346K |
| Insight Advisors, LLC/ PA | 0.06% | New | 7,546 | $345K |
| WESPAC Advisors, LLC | 0.27% | Reduce -31.5% | 7,536 | $345K |
| United Advisor Group, LLC | 0.10% | Add +29.6% | 7,369 | $337K |
| Smith, Moore & Co. | 0.03% | Reduce -13.0% | 7,350 | $336K |
| Neuberger Berman Group LLC | 0.00% | New | 7,350 | $336K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 7,200 | $329K |
| Ieq Capital, LLC | 0.00% | No change | 7,070 | $323K |
| MinichMacGregor Wealth Management, LLC | 0.08% | Reduce -0.2% | 6,891 | $315K |
| Associated Banc-Corp | 0.01% | Add +11.9% | 6,859 | $314K |
| Zimmermann Investment Management & Planning LLC | 0.10% | Add +5.5% | 6,769 | $310K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -9.7% | 6,687 | $306K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,306 | $289K |
| Elevation Capital Advisory, LLC | 0.13% | — | 6,265 | $287K |
| DRW Securities, LLC | 0.02% | No change | 6,150 | $284K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 6,120 | $280K |
| Tiaa Trust, National Association | 0.00% | No change | 6,000 | $275K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +219.0% | 5,918 | $273K |
| Americana Partners, LLC | 0.02% | New | 5,954 | $272K |
| McDonald Partners LLC | 0.07% | Add +21.0% | 5,914 | $271K |
| Apeiron RIA LLC | 0.08% | No change | 5,850 | $268K |
| Bogart Wealth, LLC | 0.01% | Add +0.3% | 5,839 | $267K |
| Spire Wealth Management | 0.01% | Add +1.9% | 5,787 | $265K |
| Simplex Trading, LLC | 0.01% | Add +5174.3% | 5,749 | $263K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 5,732 | $262K |
| Lanark Financial, Inc. | 0.02% | Add +4.7% | 5,603 | $256K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.2% | 5,542 | $254K |
| Florida Financial Advisors, LLC | 0.15% | New | 5,525 | $253K |
| Smith Shellnut Wilson LLC | 0.12% | New | 5,500 | $252K |
| NWF Advisory Services Inc. | 0.04% | Add +4.8% | 5,387 | $246K |
| Novak & Powell Financial Services, Inc. | 0.15% | No change | 5,306 | $243K |
| Advisory Alpha, LLC | 0.01% | Add +3.5% | 5,294 | $242K |
| Gentry Private Wealth, LLC | 0.21% | — | 5,230 | $239K |
| Valley Brook Capital Group, Inc. | 0.19% | New | 5,220 | $239K |
| Goldstone Financial Group, LLC | 0.05% | New | 5,124 | $234K |
| Madrona Financial Services, LLC | 0.07% | New | 5,002 | $229K |
| Somerset Group LLC | 0.20% | No change | 5,000 | $229K |
| Pacific Sun Financial Corp | 0.13% | Add +1.4% | 4,970 | $227K |
| Pathstone Holdings, LLC | 0.00% | New | 4,970 | $227K |
| Wealth Architects, LLC | 0.03% | No change | 4,960 | $227K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 4,954 | $227K |
| DAVENPORT & Co LLC | 0.00% | New | 4,871 | $223K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -63.5% | 4,860 | $222K |
| Realta Investment Advisors | 0.04% | Add +2306.0% | 4,836 | $221K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.4% | 4,818 | $220K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -12.4% | 4,816 | $220K |
| Garden State Investment Advisory Services LLC | 0.07% | New | 4,610 | $211K |
| Cooper Financial Group | 0.03% | New | 4,503 | $206K |
| Burns Matteson Capital Management, LLC | 0.13% | New | 4,459 | $204K |
| SpiderRock Advisors, LLC | 0.01% | New | 4,452 | $204K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.9% | 4,402 | $201K |
| Game Plan Financial Advisors, LLC | 0.10% | Add +7.1% | 4,140 | $189K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,128 | $189K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $151K |
| S.A. Mason LLC | 0.08% | No change | 3,100 | $142K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,900 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,820 | $128K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +36.3% | 2,626 | $121K |
| Allworth Financial LP | 0.00% | Reduce -21.4% | 2,610 | $120K |
| Fifth Third Bancorp | 0.00% | Add +320.8% | 2,445 | $112K |
| VitalStone Financial, LLC | 0.08% | Add +35.9% | 2,431 | $111K |
| Continuum Advisory, LLC | 0.02% | No change | 2,374 | $109K |
| Register Financial Advisors LLC | 0.05% | Add +90.2% | 2,320 | $106K |
| Centennial Bank | 0.05% | New | 2,200 | $101K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -24.3% | 2,147 | $98K |
| First Personal Financial Services | 0.02% | New | 2,113 | $97K |
| Harbour Investments, Inc. | 0.00% | No change | 2,052 | $94K |
| Key Financial Inc | 0.02% | No change | 1,650 | $75K |
| International Assets Investment Management, LLC | 0.01% | New | 1,600 | $73K |
| Parallel Advisors, LLC | 0.00% | Add +470.9% | 1,587 | $73K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 1,437 | $66K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,278 | $58K |
| Signaturefd, LLC | 0.00% | No change | 1,238 | $57K |
| Winthrop Capital Management, LLC | 0.03% | No change | 1,200 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,169 | $53K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,100 | $50K |
| Archer Investment Corp | 0.01% | No change | 1,096 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.8% | 1,050 | $50K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.8% | 1,007 | $46K |
| GFS Advisors, LLC | 0.01% | New | 14,594 | $46K |
| BlackRock Inc. | 0.00% | No change | 1,000 | $46K |
| Kelly Financial Services LLC | 0.02% | Reduce -2.7% | 989 | $45K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 950 | $43K |
| Pineridge Advisors LLC | 0.01% | New | 916 | $42K |
| Investors Research Corp | 0.01% | New | 842 | $39K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 818 | $37K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -60.1% | 795 | $36K |
| Ancora Advisors LLC | 0.00% | New | 752 | $34K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 750 | $34K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 750 | $34K |
| Ransom Advisory, Ltd | 0.02% | No change | 710 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.3% | 690 | $32K |
| Private Capital Management LLC | 0.01% | New | 600 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 550 | $25K |
| Element Wealth, LLC | 0.01% | Add +2128.6% | 468 | $21K |
| Caitlin John, LLC | 0.01% | Reduce -76.6% | 390 | $18K |
| ORG Partners LLC | 0.00% | New | 381 | $18K |
| CGC Financial Services, LLC | 0.01% | No change | 350 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 340 | $16K |
| Tidemark, LLC | 0.01% | Reduce -35.1% | 325 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.4% | 300 | $14K |
| Y.D. More Investments Ltd | 0.00% | No change | 260 | $12K |
| Founders Capital Management | 0.01% | No change | 230 | $11K |
| WR Wealth Planners, LLC | 0.00% | No change | 230 | $11K |
| West Branch Capital LLC | 0.00% | No change | 190 | $9K |
| Penserra Capital Management LLC | 0.00% | Reduce -6.0% | 172 | $8K |
| Headlands Technologies LLC | 0.00% | Add +50.5% | 161 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 144 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 101 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | New | 109 | $5K |
| Assetmark, Inc. | 0.00% | Add +1633.3% | 104 | $5K |
| National Bank of Canada | 0.00% | No change | 102 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | New | 98 | $4K |
| Weaver Capital Management LLC | 0.00% | No change | 95 | $4K |
| Wagner Wealth Management, LLC | 0.00% | New | 66 | $3K |
| NorthRock Partners, LLC | 0.00% | New | 62 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 57 | $3K |
| Transcendent Capital Group LLC | 0.00% | Add +35.9% | 53 | $2K |
| Founders Financial Alliance, LLC | 0.00% | New | 50 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -22.2% | 28 | $1K |
| Strategic Financial Concepts, LLC | 0.00% | New | 43,010 | $965 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $462 |
"% 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.