Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q3 2024 (September 30)415holders +31
53new positions
27sold out
4famous investors
$47.68avg. 13F price*
At the end of Q3 2024, 415 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 31 from Q2 2024. 53 opened new positions and 27 sold out. The largest holders were LPL Financial LLC ($379.3M), Morgan Stanley ($270.2M) and Fisher Asset Management ($247.4M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $88.1M |
| Exits | 27 | $22.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,288,570 shares bought and 3,998,836 shares sold, net +5,289,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| LPL Financial LLC | 0.17% | Add +10.3% | 7,979,467 | $379.3M |
| Morgan Stanley | 0.02% | Add +7.2% | 5,684,085 | $270.2M |
| Fisher Asset Management | 0.10% | Reduce -3.5% | 5,205,983 | $247.4M |
| Bank of America Corp. | 0.02% | Add +25.4% | 4,879,702 | $231.9M |
| Wells Fargo & Company | 0.04% | Add +16.6% | 3,085,457 | $146.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.1% | 2,672,289 | $127.1M |
| UBS Group AG | 0.03% | Add +0.6% | 2,414,164 | $114.7M |
| Johnson Financial Group, Inc. | 3.76% | Add +14.0% | 1,733,895 | $82.4M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 1,357,579 | $64.5M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +2.7% | 1,340,500 | $63.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +30.4% | 1,141,242 | $54.2M |
| GPS Wealth Strategies Group, LLC | 6.88% | Add +17.0% | 1,085,593 | $51.6M |
| Clearstead Advisors, LLC | 0.73% | Reduce -32.5% | 996,109 | $47.3M |
| Principle Wealth Partners LLC | 3.30% | Add +19.3% | 980,006 | $46.6M |
| One Capital Management, LLC | 1.48% | Reduce -0.3% | 979,138 | $46.5M |
| Osaic Holdings, Inc. | 0.10% | Add +13.4% | 946,021 | $45.0M |
| Stifel Financial Corp. | 0.05% | Reduce -6.8% | 941,430 | $44.7M |
| HighTower Advisors, LLC | 0.06% | Add +27.7% | 925,321 | $44.0M |
| Raymond James & Associates | 0.02% | Add +69.7% | 816,880 | $38.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +22.0% | 810,478 | $38.5M |
| Lido Advisors, LLC | 0.29% | New | 799,813 | $38.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +28.9% | 774,712 | $36.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 723,678 | $34.4M |
| Two Sigma Investments, LP | 0.08% | Add +558.9% | 720,200 | $34.2M |
| Private Advisor Group, LLC | 0.21% | Add +13.5% | 699,786 | $33.3M |
| MML Investors Services, LLC | 0.10% | Add +29.6% | 601,157 | $28.6M |
| Baird Financial Group, Inc. | 0.05% | Add +11.9% | 553,102 | $26.3M |
| Apexium Financial, LP | 1.71% | Add +0.2% | 544,688 | $25.9M |
| Quattro Financial Advisors LLC | 6.44% | Reduce -1.6% | 470,616 | $22.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +32.5% | 475,598 | $22.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -13.5% | 472,947 | $22.5M |
| Demars Financial Group, LLC | 10.21% | Add +14.7% | 471,012 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +122.9% | 451,890 | $21.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.1% | 408,629 | $19.4M |
| Redhawk Wealth Advisors, Inc. | 2.66% | Reduce -46.1% | 391,715 | $18.6M |
| Core Wealth Advisors, Inc. | 5.85% | Add +0.4% | 383,626 | $18.2M |
| Cedar Wealth Management, LLC | 5.39% | Add +24.2% | 365,198 | $17.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -18.6% | 332,000 | $15.7M |
| Segment Wealth Management, LLC | 0.97% | Reduce -4.3% | 296,640 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +14.6% | 288,128 | $13.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +2.5% | 286,152 | $13.6M |
| Pegasus Partners Ltd. | 1.26% | Add +12.4% | 284,173 | $13.5M |
| Bricktown Capital, LLC | 2.51% | Reduce -52.2% | 283,766 | $13.5M |
| OneDigital Investment Advisors LLC | 0.15% | Add +20.4% | 283,179 | $13.5M |
| JSF Financial, LLC | 3.81% | Add +5.8% | 274,988 | $13.1M |
| Wolf Group Capital Advisors | 5.92% | Reduce -89.1% | 35,642 | $12.5M |
| Global Retirement Partners, LLC | 0.37% | Add +1.1% | 254,799 | $12.1M |
| POM Investment Strategies, LLC | 8.98% | Reduce -23.9% | 241,996 | $11.5M |
| Asset Allocation Strategies LLC | 3.14% | Add +24.3% | 232,391 | $11.0M |
| Centaurus Financial, Inc. | 0.68% | Add +2.6% | 224,971 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -11.2% | 198,202 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.6% | 191,760 | $9.0M |
| Avestar Capital, LLC | 0.98% | Reduce -3.8% | 189,097 | $9.0M |
| Columbia Advisory Partners LLC | 8.37% | Reduce -7.5% | 185,904 | $8.8M |
| Integrated Wealth Concepts LLC | 0.11% | Add +5.0% | 182,494 | $8.7M |
| Financial Advocates Investment Management | 0.48% | Reduce -9.5% | 177,494 | $8.5M |
| Thoroughbred Financial Services, LLC | 0.53% | Add +5.7% | 173,352 | $8.2M |
| World Investment Advisors | 0.26% | Add +61.6% | 173,221 | $8.2M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -3.1% | 166,747 | $7.9M |
| Precedent Wealth Partners, LLC | 2.60% | Add +23.6% | 165,706 | $7.9M |
| D.A. Davidson & Co. | 0.06% | Reduce -0.1% | 164,324 | $7.8M |
| KPP Advisory Services LLC | 1.83% | Add +84.8% | 160,779 | $7.6M |
| Consolidated Portfolio Review Corp | 1.70% | Add +0.6% | 160,318 | $7.6M |
| Cyr Financial Inc. | 7.06% | Add +2.5% | 159,178 | $7.6M |
| Aspire Capital Advisors LLC | 2.19% | Add +0.6% | 154,732 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +822.3% | 148,158 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -2.1% | 144,231 | $6.9M |
| Fortis Group Advisors, LLC | 1.24% | Reduce -32.3% | 140,663 | $6.7M |
| Jackson Wealth Management, LLC | 0.80% | Add +110.4% | 140,149 | $6.7M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -17.4% | 133,430 | $6.3M |
| Equitable Holdings, Inc. | 0.06% | Add +10.2% | 132,590 | $6.3M |
| Mgo One Seven LLC | 0.27% | Add +1464.1% | 129,855 | $6.2M |
| Sigma Planning Corp | 0.19% | Reduce -16.7% | 129,787 | $6.2M |
| Leo Wealth, LLC | 0.54% | Reduce -0.1% | 124,572 | $5.9M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -1.3% | 122,414 | $5.8M |
| Pinnacle Family Advisors, LLC | 2.72% | New | 110,413 | $5.2M |
| Sage Mountain Advisors LLC | 0.43% | Add +0.5% | 106,366 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -35.0% | 102,848 | $5.1M |
| TAP Consulting, LLC | 0.98% | Add +0.2% | 104,325 | $5.0M |
| Principal Securities, Inc. | 0.11% | Add +39.1% | 98,779 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.6% | 98,590 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 96,423 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -47.4% | 95,320 | $4.5M |
| Capstone Wealth Management Group, LLC | 2.68% | Add +17.4% | 95,205 | $4.5M |
| Brookstone Capital Management | 0.06% | Add +16.4% | 91,675 | $4.4M |
| PAX Financial Group, LLC | 0.78% | New | 91,193 | $4.3M |
| SignalPoint Asset Management, LLC | 1.01% | Add +0.8% | 91,253 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +4.0% | 87,940 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +342.4% | 88,205 | $4.2M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -1.8% | 82,451 | $3.9M |
| IFG Advisory, LLC | 0.25% | Add +286.6% | 82,029 | $3.9M |
| Client First Capital LLC | 2.14% | Add +27.6% | 81,605 | $3.9M |
| Truvestments Capital LLC | 1.02% | New | 80,226 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -27.2% | 79,320 | $3.8M |
| RIA Advisory Group LLC | 1.31% | — | 77,880 | $3.7M |
| Sapient Capital LLC | 0.07% | Reduce -5.4% | 75,140 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +16.1% | 72,108 | $3.4M |
| Institute for Wealth Management, LLC. | 0.43% | Add +28.6% | 72,005 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +44.2% | 71,337 | $3.4M |
| Lee Johnson Capital Management, LLC | 1.73% | New | 70,627 | $3.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.80% | Reduce -3.2% | 69,274 | $3.3M |
| HBW Advisory Services LLC | 0.47% | Add +130.4% | 67,683 | $3.2M |
| Fortis Capital Advisors, LLC | 1.06% | New | 66,487 | $3.2M |
| Belpointe Asset Management LLC | 0.19% | Add +1280.0% | 66,487 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +20.6% | 66,234 | $3.1M |
| KCM Investment Advisors LLC | 0.10% | No change | 64,356 | $3.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.5% | 62,907 | $3.0M |
| Cresta Advisors, Ltd. | 1.55% | Add +5.1% | 62,559 | $3.0M |
| &partners | 0.06% | Reduce -17.8% | 60,939 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -12.3% | 60,289 | $2.9M |
| Laraway Financial Advisors Inc | 2.26% | Add +4.1% | 59,674 | $2.8M |
| Bank of Montreal | 0.00% | Add +1.4% | 57,806 | $2.7M |
| LWM Advisory Services, LLC | 2.02% | Add +5.1% | 57,471 | $2.7M |
| McAdam, LLC | 0.15% | Reduce -15.9% | 56,137 | $2.7M |
| GeoWealth Management, LLC | 0.09% | Add +147.9% | 55,332 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -45.5% | 69,927 | $2.6M |
| Concourse Financial Group Securities, Inc. | 0.15% | Add +0.1% | 53,646 | $2.5M |
| Leavell Investment Management, Inc. | 0.13% | Add +101.9% | 53,559 | $2.5M |
| Tudor Investment Corporation | 0.03% | Add +39.2% | 52,919 | $2.5M |
| ShoreHaven Wealth Partners, LLC | 1.14% | Reduce -0.1% | 49,692 | $2.4M |
| Retireful, LLC | 1.74% | Reduce -24.3% | 49,394 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.5% | 48,188 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +17.9% | 47,785 | $2.3M |
| Dana Investment Advisors, Inc. | 0.07% | Add +10.3% | 47,320 | $2.2M |
| Keystone Wealth Services, LLC | 0.62% | Add +5.5% | 47,023 | $2.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.34% | Add +197.7% | 46,585 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +359.6% | 46,371 | $2.2M |
| Ameritas Advisory Services, LLC | 0.09% | Add +17.6% | 46,166 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -27.5% | 44,418 | $2.1M |
| Carr Financial Group Corp | 0.61% | Add +51.8% | 42,825 | $2.0M |
| Goodwin Investment Advisory | 0.88% | Reduce -6.8% | 42,567 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +84.3% | 42,396 | $2.0M |
| Lanark Financial, Inc. | 0.17% | Add +652.5% | 42,160 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Add +257.5% | 41,309 | $2.0M |
| Fifth Third Securities, Inc. | 0.18% | Add +5.9% | 41,097 | $2.0M |
| Financial Partners Group, LLC | 0.73% | Add +3.9% | 40,887 | $1.9M |
| Aspire Wealth Management Corp | 1.04% | Reduce -3.1% | 40,682 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -0.3% | 39,404 | $1.9M |
| WMG Financial Advisors, LLC | 0.84% | Add +2.5% | 38,936 | $1.9M |
| Arete Wealth Advisors, LLC | 0.16% | Add +131.5% | 39,048 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.43% | New | 37,961 | $1.8M |
| Greystone Financial Group, LLC | 0.32% | New | 37,918 | $1.8M |
| FMR LLC | 0.00% | Reduce -1.1% | 37,541 | $1.8M |
| Greenleaf Trust | 0.01% | No change | 35,220 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +99.1% | 35,117 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +5.3% | 35,079 | $1.7M |
| HSBC Holdings PLC | 0.00% | New | 35,000 | $1.7M |
| Aurora Private Wealth, Inc. | 1.30% | Reduce -2.7% | 34,985 | $1.7M |
| Raymond James Trust N.A. | 0.04% | No change | 34,379 | $1.6M |
| Smith Anglin Financial, LLC | 0.15% | Add +5.5% | 33,854 | $1.6M |
| Fsa Wealth Partners, Inc. | 0.38% | Reduce -33.8% | 33,420 | $1.6M |
| Walker Asset Management, LLC | 0.99% | Reduce -0.8% | 33,415 | $1.6M |
| Cwm, LLC | 0.01% | Add +1.4% | 32,777 | $1.6M |
| Fischer Investment Strategies, LLC | 1.33% | Reduce -1.5% | 32,615 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -7.5% | 32,277 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.2% | 31,566 | $1.5M |
| Elios Financial Group Inc. | 0.70% | — | 31,756 | $1.5M |
| Cannon Advisors, Inc. | 1.21% | — | 31,314 | $1.5M |
| Magnolia Capital Advisors LLC | 0.74% | New | 31,100 | $1.5M |
| Diversified, LLC | 0.16% | Reduce -4.7% | 30,792 | $1.5M |
| Diversified Enterprises, LLC | 0.16% | — | 30,792 | $1.5M |
| Moller Wealth Partners | 0.36% | Reduce -9.0% | 30,085 | $1.4M |
| NTV Asset Management LLC | 0.19% | Add +12.2% | 29,752 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 29,223 | $1.4M |
| Creative Planning | 0.00% | Reduce -2.8% | 28,202 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +0.0% | 28,137 | $1.3M |
| Capital CS Group, LLC | 1.56% | Reduce -13.4% | 27,276 | $1.3M |
| GTS Securities LLC | 0.03% | Reduce -62.0% | 27,218 | $1.3M |
| FWG Investments, LLC. | 1.11% | New | 26,916 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 26,550 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.0% | 25,796 | $1.2M |
| Coppell Advisory Solutions LLC | 0.18% | Add +7507.9% | 25,867 | $1.2M |
| NFSG Corp | 0.42% | Add +11.1% | 25,188 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +23.5% | 25,046 | $1.2M |
| PSI Advisors, LLC | 0.35% | Reduce -2.1% | 24,799 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -53.6% | 24,700 | $1.2M |
| Moneco Advisors, LLC | 0.14% | Add +50.6% | 24,026 | $1.1M |
| Keystone Financial Group | 0.15% | New | 23,995 | $1.1M |
| US Bancorp \de | 0.00% | Add +22.8% | 23,939 | $1.1M |
| Capital Wealth Alliance, LLC | 0.66% | Reduce -43.1% | 23,820 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -1.5% | 23,660 | $1.1M |
| Perennial Investment Advisors, LLC | 0.15% | New | 23,496 | $1.1M |
| Comerica Bank | 0.00% | Add +14.1% | 23,271 | $1.1M |
| IMC-Chicago, LLC | 0.03% | New | 23,241 | $1.1M |
| Hilltop National Bank | 0.33% | No change | 22,870 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +127.6% | 22,758 | $1.1M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -55.4% | 23,495 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 22,066 | $1.0M |
| Choreo, LLC | 0.01% | Add +61.1% | 21,840 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -15.9% | 21,544 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +4.7% | 20,865 | $992K |
| Householder Group Estate & Retirement Specialist, LLC | 0.29% | Add +8.8% | 20,681 | $982K |
| Compass Ion Advisors, LLC | 0.12% | New | 20,296 | $965K |
| Ethos Financial Group, LLC | 0.16% | Reduce -57.0% | 19,602 | $932K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -13.1% | 19,450 | $924K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -13.1% | 19,450 | $924K |
| Davies Financial Advisors, Inc. | 0.79% | Reduce -1.7% | 18,930 | $900K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -90.1% | 18,651 | $886K |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 18,573 | $883K |
| Snider Financial Group | 0.32% | Reduce -1.1% | 18,188 | $864K |
| Cyndeo Wealth Partners, LLC | 0.06% | New | 18,177 | $864K |
| KG Capital Management | 0.28% | Add +15.2% | 18,074 | $859K |
| Rappaport Reiches Capital Management, LLC | 0.22% | Add +12.4% | 17,507 | $832K |
| Horizon Wealth Management, LLC | 0.17% | Reduce -0.1% | 17,498 | $832K |
| Wedbush Securities Inc. | 0.03% | Add +20.6% | 17,164 | $816K |
| Seneca House Advisors | 0.34% | Add +0.1% | 17,020 | $809K |
| Carson Advisory Inc. | 0.51% | Add +5.8% | 16,932 | $805K |
| Iams Wealth Management, LLC | 0.39% | Reduce -27.7% | 16,669 | $792K |
| Sequent Planning LLC | 0.27% | New | 16,457 | $782K |
| Benjamin Edwards Inc. | 0.01% | New | 16,339 | $777K |
| Great Diamond Partners, LLC | 0.19% | Reduce -0.9% | 16,087 | $765K |
| Platte River Wealth Advisors, LLC | 0.20% | Add +9.7% | 15,699 | $746K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.1% | 15,561 | $740K |
| North Star Investment Management Corp. | 0.05% | Reduce -5.0% | 15,199 | $722K |
| Quantinno Capital Management LP | 0.01% | New | 15,070 | $716K |
| IHT Wealth Management, LLC | 0.02% | New | 14,956 | $711K |
| Trilogy Capital Inc. | 0.04% | Add +0.9% | 14,931 | $710K |
| Leslie Global Wealth, LLC | 0.34% | Add +36.5% | 14,712 | $699K |
| Focus Financial Network, Inc. | 0.03% | Add +7.3% | 14,642 | $696K |
| Merit Financial Group, LLC | 0.02% | Add +2.7% | 14,572 | $693K |
| Opus Capital Group, LLC | 0.09% | New | 14,540 | $691K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.6% | 14,433 | $686K |
| CreativeOne Wealth, LLC | 0.02% | Add +195.3% | 14,352 | $682K |
| Carolinas Wealth Consulting LLC | 0.12% | Add +0.0% | 13,968 | $664K |
| RPS Advisory Solutions LLC | 0.47% | New | 13,836 | $658K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -34.8% | 13,809 | $656K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -6.3% | 13,485 | $641K |
| Empower Advisory Group, LLC | 0.00% | Add +0.9% | 13,460 | $640K |
| Summit Asset Management, LLC | 0.07% | No change | 13,315 | $633K |
| Money Concepts Capital Corp. | 0.05% | Add +10.6% | 13,206 | $628K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -56.1% | 12,817 | $609K |
| SteelPeak Wealth, LLC | 0.03% | Add +1.8% | 12,511 | $595K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.1% | 12,219 | $581K |
| Marshall Wace, LLP | 0.00% | Reduce -83.9% | 12,118 | $576K |
| Insigneo Advisory Services, LLC | 0.06% | New | 12,009 | $571K |
| D. E. Shaw & Co. | 0.00% | New | 11,933 | $567K |
| Samalin Investment Counsel, LLC | 0.25% | Add +3.3% | 11,920 | $567K |
| Simplex Trading, LLC | 0.02% | Add +105.1% | 11,793 | $560K |
| Savant Capital, LLC | 0.00% | Reduce -1.1% | 11,415 | $543K |
| Private Trust Co. NA | 0.05% | Add +23.3% | 11,337 | $539K |
| Selective Wealth Management, Inc. | 0.22% | No change | 11,172 | $532K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 11,090 | $527K |
| Synergy Asset Management, LLC | 0.08% | Reduce -82.4% | 11,085 | $527K |
| FOCUS Wealth Advisors, LLC | 0.26% | No change | 10,920 | $519K |
| OmniStar Financial Group, Inc. | 0.37% | Add +7.3% | 10,476 | $500K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -11.2% | 10,510 | $500K |
| Fortune 45 LLC | 0.35% | Add +3.2% | 10,415 | $495K |
| Penbrook Management LLC | 0.31% | Reduce -1.7% | 10,190 | $484K |
| Madrona Financial Services, LLC | 0.13% | Add +103.3% | 10,171 | $483K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.2% | 10,119 | $481K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.4% | 9,950 | $473K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.3% | 9,827 | $467K |
| First Heartland Consultants, Inc. | 0.05% | Add +4.0% | 9,807 | $466K |
| Emergent Wealth Advisors, LLC | 0.34% | New | 9,792 | $465K |
| Citadel Advisors | 0.00% | Reduce -73.6% | 9,660 | $459K |
| AE Wealth Management LLC | 0.00% | Reduce -67.9% | 9,574 | $455K |
| Balboa Wealth Partners | 0.11% | Add +1.1% | 9,450 | $449K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +9.6% | 9,428 | $448K |
| Nvwm, LLC | 0.11% | Reduce -58.0% | 9,284 | $441K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Add +0.2% | 9,210 | $438K |
| ELCO Management Co., LLC | 0.23% | Add +2.8% | 9,050 | $430K |
| DGS Capital Management, LLC | 0.12% | Reduce -16.0% | 9,018 | $429K |
| Lansing Street Advisors | 0.16% | Add +12.5% | 8,955 | $426K |
| Cerity Partners LLC | 0.00% | Reduce -13.8% | 8,756 | $416K |
| United Advisor Group, LLC | 0.09% | Add +18.7% | 8,747 | $416K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +39.2% | 8,778 | $415K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.4% | 8,685 | $413K |
| MainStreet Investment Advisors LLC | 0.05% | No change | 8,565 | $407K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.4% | 8,525 | $405K |
| Wedmont Private Capital | 0.02% | Reduce -17.8% | 8,597 | $404K |
| Darrow Company, Inc. | 0.23% | No change | 8,436 | $401K |
| Game Plan Financial Advisors, LLC | 0.21% | Add +97.8% | 8,190 | $389K |
| Global Financial Private Client, LLC | 0.15% | Add +0.2% | 8,155 | $388K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 8,130 | $386K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -4.9% | 8,092 | $385K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $381K |
| Crewe Advisors LLC | 0.04% | New | 7,924 | $377K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +4.4% | 7,887 | $375K |
| IFP Advisors, Inc | 0.01% | Reduce -35.3% | 7,731 | $367K |
| Embree Financial Group | 0.06% | Reduce -3.3% | 7,590 | $361K |
| WESPAC Advisors, LLC | 0.27% | No change | 7,536 | $358K |
| Claro Advisors Inc. | 0.05% | New | 7,514 | $357K |
| Advisory Services Network, LLC | 0.01% | No change | 7,790 | $356K |
| McDonald Partners LLC | 0.09% | Add +24.2% | 7,345 | $349K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -15.5% | 7,305 | $347K |
| RiverTree Advisors, LLC | 0.23% | New | 7,292 | $347K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -3.6% | 7,272 | $346K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +22.1% | 7,225 | $343K |
| Smith Salley Wealth Management | 0.02% | New | 7,213 | $343K |
| Centennial Bank | 0.15% | Add +222.7% | 7,100 | $337K |
| Uptick Partners, LLC | 0.14% | Reduce -34.0% | 7,070 | $336K |
| Ieq Capital, LLC | 0.00% | No change | 7,070 | $336K |
| Two Sigma Securities, LLC | 0.03% | New | 6,864 | $326K |
| Smith, Moore & Co. | 0.03% | Reduce -6.8% | 6,850 | $326K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.16% | New | 6,743 | $320K |
| Zimmermann Investment Management & Planning LLC | 0.10% | Reduce -1.1% | 6,695 | $318K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Reduce -3.2% | 6,672 | $317K |
| Brighton Jones LLC | 0.01% | Reduce -13.4% | 6,581 | $313K |
| PFG Advisors | 0.02% | Reduce -51.1% | 6,465 | $307K |
| Bank of New Hampshire | 0.08% | Reduce -16.5% | 6,320 | $300K |
| Smith Shellnut Wilson LLC | 0.13% | Add +13.9% | 6,265 | $298K |
| Florida Financial Advisors, LLC | 0.15% | Add +13.3% | 6,261 | $298K |
| CPC Advisors, LLC | 0.04% | New | 6,167 | $293K |
| DRW Securities, LLC | 0.02% | No change | 6,150 | $292K |
| Gries Financial LLC | 0.05% | New | 6,127 | $291K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 6,120 | $291K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -9.7% | 6,036 | $287K |
| Tiaa Trust, National Association | 0.00% | No change | 6,000 | $285K |
| Americana Partners, LLC | 0.02% | No change | 5,954 | $283K |
| Elevation Capital Advisory, LLC | 0.12% | Reduce -5.3% | 5,932 | $282K |
| Apeiron RIA LLC | 0.08% | No change | 5,850 | $278K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,847 | $278K |
| Spire Wealth Management | 0.01% | Add +0.9% | 5,842 | $278K |
| Integrated Advisors Network LLC | 0.01% | New | 5,768 | $274K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 5,732 | $272K |
| Associated Banc-Corp | 0.01% | Reduce -18.1% | 5,616 | $267K |
| Advisory Alpha, LLC | 0.01% | Add +5.5% | 5,583 | $265K |
| Viawealth, LLC | 0.15% | Reduce -35.5% | 5,576 | $265K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -89.3% | 5,557 | $264K |
| Pacific Sun Financial Corp | 0.15% | Add +11.4% | 5,535 | $263K |
| Valley Brook Capital Group, Inc. | 0.19% | Add +5.5% | 5,505 | $262K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 5,391 | $256K |
| BigSur Wealth Management LLC | 0.07% | New | 5,390 | $256K |
| Novak & Powell Financial Services, Inc. | 0.15% | Add +1.2% | 5,372 | $255K |
| Belvedere Trading LLC | 0.02% | Reduce -49.1% | 5,340 | $254K |
| Gentry Private Wealth, LLC | 0.20% | No change | 5,230 | $249K |
| IAM Advisory, LLC | 0.06% | New | 5,121 | $243K |
| PGIM Custom Harvest LLC | 0.00% | New | 5,089 | $242K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -96.4% | 5,034 | $239K |
| Somerset Group LLC | 0.22% | No change | 5,000 | $238K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 5,000 | $238K |
| SeaBridge Investment Advisors LLC | 0.06% | Reduce -84.2% | 4,999 | $238K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 4,963 | $236K |
| Wealth Architects, LLC | 0.03% | No change | 4,960 | $236K |
| Realta Investment Advisors | 0.11% | Reduce -1.5% | 4,762 | $231K |
| Oarsman Capital, Inc. | 0.04% | New | 4,824 | $229K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.1% | 4,820 | $229K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 4,816 | $229K |
| WealthBridge Capital Management, LLC | 0.06% | New | 4,697 | $223K |
| Cooper Financial Group | 0.03% | No change | 4,503 | $214K |
| Burns Matteson Capital Management, LLC | 0.12% | No change | 4,459 | $212K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -4.1% | 4,420 | $210K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,402 | $209K |
| Northern Trust Corp. | 0.00% | New | 4,299 | $204K |
| Waverly Advisors, LLC | 0.00% | New | 4,285 | $204K |
| Secure Asset Management, LLC | 0.03% | New | 4,223 | $201K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $157K |
| Harbour Investments, Inc. | 0.00% | Add +53.8% | 3,156 | $150K |
| S.A. Mason LLC | 0.08% | No change | 3,100 | $147K |
| GHP Investment Advisors, Inc. | 0.01% | New | 3,100 | $147K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,900 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,820 | $134K |
| American Capital Advisory, LLC | 0.08% | New | 2,750 | $131K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +2.9% | 2,701 | $129K |
| VitalStone Financial, LLC | 0.09% | Add +10.7% | 2,691 | $128K |
| Allworth Financial LP | 0.00% | No change | 2,610 | $124K |
| Continuum Advisory, LLC | 0.01% | No change | 2,374 | $117K |
| Assetmark, Inc. | 0.00% | Add +2175.0% | 2,366 | $112K |
| Register Financial Advisors LLC | 0.06% | No change | 2,320 | $110K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 2,298 | $109K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,147 | $102K |
| First Personal Financial Services | 0.02% | No change | 2,113 | $100K |
| Fifth Third Bancorp | 0.00% | Reduce -17.9% | 2,008 | $95K |
| Investors Research Corp | 0.02% | Add +126.7% | 1,909 | $91K |
| Qube Research & Technologies Ltd | 0.00% | Add +78.0% | 1,792 | $85K |
| Parallel Advisors, LLC | 0.00% | Add +5.4% | 1,672 | $79K |
| Key Financial Inc | 0.02% | No change | 1,650 | $78K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 1,440 | $68K |
| Signaturefd, LLC | 0.00% | No change | 1,238 | $59K |
| Winthrop Capital Management, LLC | 0.03% | No change | 1,200 | $57K |
| Capital Analysts, LLC | 0.00% | Add +1070.3% | 1,182 | $56K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,100 | $52K |
| Archer Investment Corp | 0.01% | No change | 1,096 | $52K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 1,040 | $49K |
| BlackRock, Inc. | 0.00% | — | 1,000 | $48K |
| Concord Wealth Partners | 0.01% | New | 998 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 950 | $45K |
| Financial Gravity Companies, Inc. | 0.01% | — | 889 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 819 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 753 | $36K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 750 | $36K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 750 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.8% | 744 | $35K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.1% | 691 | $33K |
| Ransom Advisory, Ltd | 0.01% | Reduce -5.6% | 670 | $32K |
| Private Capital Management LLC | 0.01% | No change | 600 | $29K |
| Ancora Advisors LLC | 0.00% | Reduce -21.0% | 594 | $28K |
| Caitlin John, LLC | 0.01% | Add +14.1% | 445 | $22K |
| Founders Financial Alliance, LLC | 0.01% | Add +680.0% | 390 | $19K |
| Ascentis Wealth Management, LLC | 0.01% | — | 381 | $18K |
| PrairieView Partners, LLC | 0.00% | New | 399 | $18K |
| CGC Financial Services, LLC | 0.01% | No change | 350 | $17K |
| Tidemark, LLC | 0.01% | No change | 325 | $15K |
| Larson Financial Group LLC | 0.00% | New | 310 | $15K |
| Y.D. More Investments Ltd | 0.00% | No change | 260 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -13.3% | 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 |
| Blue Trust, Inc. | 0.00% | New | 170 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 144 | $7K |
| National Bank of Canada | 0.00% | Add +14.7% | 117 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 98 | $5K |
| Transcendent Capital Group LLC | 0.00% | Add +81.1% | 96 | $5K |
| Weaver Capital Management LLC | 0.00% | No change | 95 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.1% | 92 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -36.7% | 69 | $3K |
| Wagner Wealth Management, LLC | 0.00% | No change | 66 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 62 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 57 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Add +67.9% | 47 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -91.8% | 45 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 25 | $1K |
| Element Wealth, LLC | 0.00% | Reduce -95.5% | 21 | $989 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $480 |
"% 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.