Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q4 2024 (December 31)473holders +58
56new positions
23sold out
5famous investors
$50.11avg. 13F price*
At the end of Q4 2024, 473 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 58 from Q3 2024. 56 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($488.4M), Morgan Stanley ($348.2M) and Fisher Asset Management ($247.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $154.9M |
| Exits | 23 | $9.9M |
All 13F filers, Q3 2024 → Q4 2024: 12,428,807 shares bought and 2,138,841 shares sold, net +10,289,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| LPL Financial LLC | 0.20% | Add +22.5% | 9,775,057 | $488.4M |
| Morgan Stanley | 0.02% | Add +22.6% | 6,970,411 | $348.2M |
| Fisher Asset Management | 0.10% | Reduce -4.7% | 4,961,552 | $247.9M |
| Bank of America Corp. | 0.02% | Reduce -17.4% | 4,032,173 | $201.4M |
| Wells Fargo & Company | 0.04% | Add +11.0% | 3,425,397 | $171.1M |
| Ameriprise Financial Inc. | 0.03% | Add +1.1% | 2,701,621 | $135.0M |
| UBS Group AG | 0.03% | Add +3.3% | 2,493,230 | $124.6M |
| Raymond James Financial Inc. | 0.04% | — | 2,253,626 | $112.6M |
| Johnson Financial Group, Inc. | 3.99% | Reduce -4.1% | 1,662,671 | $84.4M |
| Royal Bank of Canada | 0.01% | Reduce -8.0% | 1,249,612 | $62.4M |
| Lido Advisors, LLC | 0.38% | Add +51.4% | 1,210,845 | $60.5M |
| GPS Wealth Strategies Group, LLC | 7.54% | Add +8.2% | 1,174,985 | $58.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.8% | 1,150,999 | $57.5M |
| Osaic Holdings, Inc. | 0.13% | Add +20.4% | 1,139,420 | $56.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +144.1% | 1,102,999 | $55.1M |
| Principle Wealth Partners LLC | 3.83% | Add +11.4% | 1,092,153 | $54.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +40.5% | 1,088,412 | $54.4M |
| Invesco Ltd. | 0.01% | New | 1,074,927 | $53.7M |
| Two Sigma Investments, LP | 0.13% | Add +48.0% | 1,065,550 | $53.2M |
| Stifel Financial Corp. | 0.05% | Add +7.1% | 1,008,070 | $50.4M |
| Clearstead Advisors, LLC | 0.75% | Reduce -1.6% | 979,908 | $49.0M |
| One Capital Management, LLC | 1.60% | Reduce -1.4% | 964,964 | $48.2M |
| HighTower Advisors, LLC | 0.07% | Add +2.8% | 951,487 | $47.5M |
| Thrivent Financial for Lutherans | 0.08% | Add +3.4% | 837,756 | $41.8M |
| Private Advisor Group, LLC | 0.23% | Add +17.5% | 822,080 | $41.1M |
| Independent Advisor Alliance | 0.51% | New | 777,780 | $38.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 776,515 | $38.8M |
| MML Investors Services, LLC | 0.12% | Add +14.8% | 690,387 | $34.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +20.4% | 569,174 | $28.4M |
| Demars Financial Group, LLC | 12.43% | Add +20.7% | 568,517 | $28.4M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 563,479 | $28.2M |
| Apexium Financial, LP | 1.65% | Reduce -0.2% | 543,733 | $27.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +11.0% | 527,857 | $26.4M |
| Quattro Financial Advisors LLC | 6.35% | Add +1.7% | 478,640 | $24.6M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +66.5% | 476,332 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +12.9% | 461,529 | $23.1M |
| Integrated Wealth Concepts LLC | 0.26% | Add +149.9% | 456,028 | $22.8M |
| Cedar Wealth Management, LLC | 7.59% | Add +15.1% | 420,427 | $21.0M |
| Redhawk Wealth Advisors, Inc. | 2.73% | Add +3.4% | 404,829 | $20.2M |
| Core Wealth Advisors, Inc. | 6.37% | Add +0.8% | 386,588 | $19.3M |
| Cetera Investment Advisers | 0.04% | Add +25.9% | 362,609 | $18.1M |
| Segment Wealth Management, LLC | 1.02% | Add +1.4% | 300,905 | $15.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -12.9% | 289,000 | $14.5M |
| Global Retirement Partners, LLC | 0.42% | Add +13.9% | 290,268 | $14.5M |
| Bricktown Capital, LLC | 2.96% | No change | 283,766 | $14.2M |
| JSF Financial, LLC | 3.71% | Add +1.1% | 277,942 | $13.9M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -4.3% | 270,932 | $13.5M |
| Bank Hapoalim BM | 2.25% | New | 266,000 | $13.3M |
| Wolf Group Capital Advisors | 6.03% | No change | 35,642 | $12.5M |
| POM Investment Strategies, LLC | 9.22% | Add +1.3% | 245,104 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +22.2% | 242,117 | $12.1M |
| Asset Allocation Strategies LLC | 2.82% | Reduce -1.2% | 229,661 | $11.7M |
| PMG Wealth Management, Inc. | 10.27% | — | 225,704 | $11.3M |
| Stenger Family Office, LLC | 3.83% | — | 225,683 | $11.3M |
| Centaurus Financial, Inc. | 0.68% | Reduce -0.7% | 223,347 | $11.2M |
| Financial Advocates Investment Management | 0.62% | Add +21.9% | 216,364 | $10.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +105.4% | 211,233 | $10.8M |
| IFG Advisory, LLC | 0.59% | Add +155.2% | 209,361 | $10.5M |
| Thoroughbred Financial Services, LLC | 0.62% | Add +17.6% | 203,947 | $10.2M |
| Cyr Financial Inc. | 9.19% | Add +26.7% | 201,621 | $10.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.5% | 196,651 | $9.8M |
| Avestar Capital, LLC | 0.86% | Add +0.8% | 190,527 | $9.5M |
| Equitable Holdings, Inc. | 0.09% | Add +36.9% | 181,510 | $9.1M |
| Jones Financial Companies LLLP | 0.01% | Add +104.0% | 179,895 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +157.0% | 179,714 | $9.0M |
| Win Advisors, Inc. | 4.28% | New | 177,087 | $8.8M |
| Aspire Capital Advisors LLC | 2.53% | Add +14.4% | 177,081 | $8.8M |
| World Investment Advisors | 0.24% | Reduce -0.0% | 173,165 | $8.7M |
| Farther Finance Advisors, LLC | 0.30% | Add +26.5% | 168,789 | $8.4M |
| Precedent Wealth Partners, LLC | 2.74% | Add +1.5% | 168,163 | $8.4M |
| Johnson Investment Counsel Inc. | 0.08% | Add +0.8% | 168,010 | $8.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +135.4% | 167,899 | $8.4M |
| KPP Advisory Services LLC | 1.98% | Add +4.3% | 167,776 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +12.1% | 166,038 | $8.3M |
| Consolidated Portfolio Review Corp | 1.28% | Add +1.1% | 162,110 | $8.1M |
| PFG Advisors | 0.50% | Add +2405.6% | 161,985 | $8.1M |
| Mariner, LLC | 0.01% | Add +94.2% | 154,047 | $7.7M |
| Seros Financial, LLC | 6.84% | — | 166,039 | $7.6M |
| GeoWealth Management, LLC | 0.25% | Add +173.9% | 151,572 | $7.6M |
| Waterloo Capital, L.P. | 0.79% | New | 150,453 | $7.5M |
| Fortis Group Advisors, LLC | 1.35% | Add +3.4% | 145,459 | $7.3M |
| Jackson Wealth Management, LLC | 0.80% | Add +0.3% | 140,525 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.33% | Reduce -3.4% | 139,332 | $7.0M |
| D.A. Davidson & Co. | 0.06% | Reduce -16.4% | 137,318 | $6.9M |
| Mgo One Seven LLC | 0.26% | Add +5.2% | 136,634 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Add +30.8% | 128,940 | $6.4M |
| Leo Wealth, LLC | 0.56% | Add +0.8% | 125,583 | $6.3M |
| Crescent Grove Advisors, LLC | 0.60% | Reduce -1.4% | 120,740 | $6.0M |
| TAP Consulting, LLC | 1.23% | Add +15.4% | 120,442 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +76.0% | 116,556 | $5.8M |
| Renaissance Technologies | 0.01% | New | 112,400 | $5.6M |
| Capstone Wealth Management Group, LLC | 2.99% | Add +17.3% | 111,657 | $5.6M |
| Pinnacle Family Advisors, LLC | 2.70% | Add +1.1% | 111,655 | $5.6M |
| Sage Mountain Advisors LLC | 0.39% | No change | 106,366 | $5.3M |
| Means Investment Co., Inc. | 0.54% | New | 103,715 | $5.2M |
| Fsa Wealth Partners, Inc. | 1.19% | Add +202.8% | 101,196 | $5.1M |
| Principal Securities, Inc. | 0.11% | Add +0.4% | 99,197 | $5.0M |
| SignalPoint Asset Management, LLC | 1.18% | Add +6.2% | 96,922 | $4.8M |
| Snowden Capital Advisors LLC | 0.15% | Add +129.8% | 94,917 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +30.5% | 94,070 | $4.7M |
| Atria Investments, Inc | 0.06% | Reduce -2.9% | 92,606 | $4.6M |
| PAX Financial Group, LLC | 0.81% | Reduce -0.2% | 91,036 | $4.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +43.6% | 90,321 | $4.5M |
| Bawa N Mallick Trust | 1.97% | — | 90,000 | $4.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.67% | Add +89.3% | 88,179 | $4.4M |
| RPS Advisory Solutions LLC | 2.74% | Add +537.0% | 88,135 | $4.4M |
| Client First Capital LLC | 2.25% | Add +7.3% | 87,582 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -1.0% | 87,092 | $4.4M |
| Sigma Planning Corp | 0.13% | Reduce -34.1% | 85,567 | $4.3M |
| Brookstone Capital Management | 0.06% | Reduce -7.5% | 84,818 | $4.2M |
| Truvestments Capital LLC | 1.08% | Add +4.7% | 83,961 | $4.2M |
| RiverTree Advisors, LLC | 2.75% | Add +1049.3% | 83,805 | $4.2M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -2.6% | 80,325 | $4.0M |
| Institute for Wealth Management, LLC. | 0.49% | Add +9.1% | 78,536 | $3.9M |
| Arete Wealth Advisors, LLC | 0.28% | Add +98.1% | 77,363 | $3.9M |
| Leavell Investment Management, Inc. | 0.18% | Add +40.0% | 75,000 | $3.7M |
| HBW Advisory Services LLC | 0.38% | Add +9.3% | 73,961 | $3.7M |
| Comprehensive Financial Planning, Inc. | 3.08% | — | 73,042 | $3.6M |
| RIA Advisory Group LLC | 1.23% | Reduce -7.2% | 72,241 | $3.6M |
| Lee Johnson Capital Management, LLC | 1.90% | Add +2.0% | 72,076 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -26.0% | 71,388 | $3.6M |
| Elevation Capital Advisory, LLC | 1.52% | Add +1097.2% | 71,019 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +61.7% | 68,556 | $3.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.81% | Reduce -3.7% | 66,714 | $3.3M |
| Copia Wealth Management | 3.15% | — | 66,351 | $3.3M |
| KCM Investment Advisors LLC | 0.11% | No change | 64,356 | $3.2M |
| LWM Advisory Services, LLC | 2.23% | Add +11.9% | 64,335 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +5.6% | 63,690 | $3.2M |
| Laraway Financial Advisors Inc | 2.40% | Add +4.5% | 62,356 | $3.1M |
| Cresta Advisors, Ltd. | 1.55% | No change | 62,559 | $3.0M |
| Bank of Montreal | 0.00% | Add +1.4% | 58,626 | $2.9M |
| HSBC Holdings PLC | 0.00% | Add +57.1% | 55,000 | $2.7M |
| McAdam, LLC | 0.15% | Reduce -4.4% | 53,684 | $2.7M |
| Fifth Third Securities, Inc. | 0.23% | Add +30.6% | 53,663 | $2.7M |
| &partners | 0.03% | Reduce -12.8% | 53,108 | $2.7M |
| Ameritas Advisory Services, LLC | 0.09% | Add +14.5% | 52,844 | $2.6M |
| Sapient Capital LLC | 0.05% | Reduce -31.3% | 51,638 | $2.6M |
| ShoreHaven Wealth Partners, LLC | 1.19% | Add +1.8% | 50,581 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.8% | 50,551 | $2.5M |
| Fischer Investment Strategies, LLC | 2.01% | Add +54.9% | 50,516 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Add +3.7% | 49,081 | $2.5M |
| Cwm, LLC | 0.01% | Add +49.4% | 48,959 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -0.1% | 47,727 | $2.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.1% | 47,634 | $2.4M |
| Concourse Financial Group Securities, Inc. | 0.13% | Reduce -15.3% | 45,423 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.32% | Add +62.8% | 45,799 | $2.3M |
| Sowell Financial Services LLC | 0.12% | New | 45,546 | $2.3M |
| Perennial Investment Advisors, LLC | 0.26% | Add +91.3% | 44,936 | $2.2M |
| Smith Shellnut Wilson LLC | 0.95% | Add +588.2% | 43,115 | $2.2M |
| Kane Investment Management, Inc. | 1.20% | — | 42,950 | $2.1M |
| Integrity Alliance, Llc. | 0.23% | — | 42,656 | $2.1M |
| Columbia Advisory Partners LLC | 1.98% | Reduce -77.1% | 42,645 | $2.1M |
| Carr Financial Group Corp | 0.67% | Reduce -0.5% | 42,632 | $2.1M |
| Goodwin Investment Advisory | 1.11% | No change | 42,567 | $2.1M |
| Milestone Asset Management Group, LLC | 1.89% | — | 42,281 | $2.1M |
| FMR LLC | 0.00% | Add +12.3% | 42,158 | $2.1M |
| Fortis Capital Advisors, LLC | 0.69% | Reduce -34.8% | 43,341 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | Reduce -34.8% | 43,341 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +14.3% | 40,093 | $2.0M |
| Greystone Financial Group, LLC | 0.34% | Add +3.1% | 39,102 | $2.0M |
| Clear Creek Financial Management, LLC | 0.21% | New | 39,068 | $2.0M |
| Financial Partners Group, LLC | 0.81% | Reduce -4.5% | 39,037 | $2.0M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -1.7% | 38,747 | $1.9M |
| WMG Financial Advisors, LLC | 0.83% | Reduce -0.6% | 38,720 | $1.9M |
| Moller Wealth Partners | 0.51% | Add +27.8% | 38,457 | $1.9M |
| Heritage Wealth Partners, LLC | 2.39% | New | 38,115 | $1.9M |
| Citadel Advisors | 0.00% | Add +283.6% | 37,051 | $1.9M |
| Capstone Wealth Management Group LLC | 1.40% | — | 36,958 | $1.8M |
| Greenleaf Trust | 0.02% | No change | 35,220 | $1.8M |
| Aurora Private Wealth, Inc. | 1.31% | Add +0.1% | 35,038 | $1.8M |
| Cannon Advisors, Inc. | 1.47% | Add +10.8% | 34,683 | $1.7M |
| Walker Asset Management, LLC | 1.06% | Add +3.2% | 34,479 | $1.7M |
| NTV Asset Management LLC | 0.23% | Add +14.8% | 34,158 | $1.7M |
| Smith Anglin Financial, LLC | 0.16% | Add +0.1% | 33,903 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +36.0% | 33,580 | $1.7M |
| Creative Planning | 0.00% | Add +18.4% | 33,381 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Add +63.9% | 33,260 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -7.4% | 32,520 | $1.6M |
| Diversified Enterprises, LLC | 0.15% | Add +5.0% | 32,343 | $1.6M |
| Ethos Financial Group, LLC | 0.21% | Add +64.3% | 32,200 | $1.6M |
| Elios Financial Group Inc. | 0.75% | Reduce -0.3% | 31,678 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +68.3% | 31,384 | $1.6M |
| FWG Investments, LLC. | 1.21% | Add +16.2% | 31,272 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +36.8% | 31,132 | $1.6M |
| Magnolia Capital Advisors LLC | 0.40% | No change | 31,100 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -3.7% | 31,076 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +95.2% | 30,374 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +14.3% | 30,348 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 29,649 | $1.5M |
| Capital Wealth Alliance, LLC | 0.83% | Add +23.7% | 29,473 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | New | 28,846 | $1.4M |
| City Center Advisors, LLC | 1.51% | New | 26,866 | $1.3M |
| NFSG Corp | 0.34% | Add +6.5% | 26,812 | $1.3M |
| Moneco Advisors, LLC | 0.14% | Add +11.5% | 26,796 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +167.9% | 26,323 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.2% | 25,840 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -18.3% | 25,801 | $1.3M |
| PSI Advisors, LLC | 0.38% | Add +2.0% | 25,296 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +47.0% | 25,229 | $1.3M |
| US Bancorp \de | 0.00% | Add +2.5% | 24,549 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.1% | 24,531 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +26.1% | 24,531 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.8% | 24,350 | $1.2M |
| Blair William & Co. | 0.00% | Add +2.8% | 24,310 | $1.2M |
| Comerica Bank | 0.00% | Add +3.9% | 24,175 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -48.6% | 23,839 | $1.2M |
| Keystone Wealth Services, LLC | 0.31% | Reduce -49.7% | 23,660 | $1.2M |
| Keystone Financial Group | 0.12% | Reduce -2.0% | 23,514 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +7.0% | 23,049 | $1.2M |
| Hilltop National Bank | 0.34% | Reduce -1.8% | 22,455 | $1.1M |
| Tudor Investment Corporation | 0.01% | Reduce -58.1% | 22,176 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +0.2% | 22,104 | $1.1M |
| Commons Capital, LLC | 1.00% | New | 22,055 | $1.1M |
| Advisors Preferred, LLC | 0.18% | New | 22,100 | $1.1M |
| Iams Wealth Management, LLC | 0.50% | Add +32.0% | 22,002 | $1.1M |
| Choreo, LLC | 0.02% | Reduce 0.0% | 21,839 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +4.8% | 21,869 | $1.1M |
| Partners Wealth Management, LLC | 1.24% | — | 21,783 | $1.1M |
| Bison Wealth, LLC | 0.13% | — | 21,647 | $1.1M |
| Capital CS Group, LLC | 1.40% | Reduce -23.3% | 20,917 | $1.0M |
| Rappaport Reiches Capital Management, LLC | 0.26% | Add +14.8% | 20,091 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +37.6% | 20,058 | $1.0M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -15.9% | 19,756 | $994K |
| Trek Financial, LLC | 0.07% | New | 19,889 | $994K |
| KG Capital Management | 0.32% | Add +10.0% | 19,888 | $994K |
| Synergy Asset Management, LLC | 0.08% | Add +81.5% | 20,122 | $977K |
| Davies Financial Advisors, Inc. | 0.80% | No change | 18,930 | $946K |
| Snider Financial Group | 0.28% | Reduce -0.3% | 18,139 | $906K |
| Prostatis Group LLC | 0.26% | New | 18,123 | $905K |
| United Advisor Group, LLC | 0.17% | Add +100.9% | 17,574 | $878K |
| Horizon Wealth Management, LLC | 0.15% | Add +0.1% | 17,510 | $875K |
| Seneca House Advisors | 0.34% | Add +0.1% | 17,038 | $851K |
| Citigroup Inc. | 0.00% | Reduce -8.5% | 16,995 | $849K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +16.5% | 16,810 | $840K |
| Great Diamond Partners, LLC | 0.22% | Add +4.5% | 16,806 | $840K |
| Sequent Planning LLC | 0.30% | Add +0.3% | 16,501 | $824K |
| Retireful, LLC | 0.46% | Reduce -67.1% | 16,269 | $813K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.6% | 15,909 | $795K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +50.2% | 15,786 | $789K |
| CreativeOne Wealth, LLC | 0.02% | Add +9.9% | 15,768 | $788K |
| Napa Wealth Management | 0.33% | New | 15,398 | $769K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -15.4% | 15,382 | $768K |
| Quantinno Capital Management LP | 0.01% | No change | 15,070 | $753K |
| Gotham Asset Management | 0.01% | New | 15,056 | $752K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.3% | 14,909 | $745K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.8% | 14,607 | $730K |
| Opus Capital Group, LLC | 0.09% | No change | 14,540 | $726K |
| Maia Wealth LLC | 0.15% | New | 14,302 | $720K |
| Private Trust Co. NA | 0.07% | Add +26.7% | 14,359 | $717K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.5% | 14,283 | $714K |
| BlueChip Wealth Advisors LLC | 0.39% | New | 13,993 | $699K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +0.0% | 13,971 | $698K |
| Advisory Services Network, LLC | 0.01% | Add +78.7% | 13,919 | $695K |
| North Star Investment Management Corp. | 0.05% | Reduce -9.5% | 13,751 | $687K |
| Trilogy Capital Inc. | 0.04% | Reduce -8.8% | 13,619 | $680K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.9% | 13,340 | $666K |
| Summit Asset Management, LLC | 0.12% | Reduce -1.5% | 13,115 | $655K |
| Avant Capital LLC | 0.54% | — | 12,995 | $649K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +1.0% | 12,950 | $647K |
| AE Wealth Management LLC | 0.01% | Add +32.4% | 12,671 | $633K |
| Joel Isaacson & Co., LLC | 0.03% | Add +3.0% | 12,587 | $629K |
| SteelPeak Wealth, LLC | 0.03% | No change | 12,511 | $625K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -12.7% | 11,774 | $588K |
| Leslie Global Wealth, LLC | 0.27% | Reduce -20.1% | 11,757 | $587K |
| First Heartland Consultants, Inc. | 0.06% | Add +16.6% | 11,436 | $571K |
| Money Concepts Capital Corp. | 0.04% | Reduce -14.8% | 11,257 | $562K |
| Emergent Wealth Advisors, LLC | 0.41% | Add +14.7% | 11,235 | $561K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 11,090 | $554K |
| OmniStar Financial Group, Inc. | 0.44% | Add +5.3% | 11,032 | $552K |
| Main Street Financial Solutions, LLC | 0.05% | Add +51.3% | 11,051 | $552K |
| Selective Wealth Management, Inc. | 0.22% | No change | 11,172 | $550K |
| FOCUS Wealth Advisors, LLC | 0.29% | No change | 10,920 | $546K |
| Savant Capital, LLC | 0.00% | Reduce -4.4% | 10,915 | $545K |
| Florida Financial Advisors, LLC | 0.24% | Add +72.8% | 10,819 | $541K |
| Fortune 45 LLC | 0.35% | Add +1.8% | 10,607 | $530K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.2% | 10,137 | $506K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,950 | $497K |
| Key Client Fiduciary Advisors, LLC | 0.22% | Add +6.9% | 9,846 | $492K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -18.7% | 9,764 | $488K |
| Integrated Advisors Network LLC | 0.02% | Add +63.9% | 9,452 | $472K |
| Balboa Wealth Partners | 0.11% | No change | 9,450 | $472K |
| Synovus Financial Corp. | 0.01% | New | 9,375 | $468K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Reduce -1.6% | 9,272 | $463K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +17.0% | 9,227 | $461K |
| Centennial Bank | 0.21% | Add +28.2% | 9,100 | $455K |
| ELCO Management Co., LLC | 0.24% | No change | 9,050 | $452K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.7% | 9,017 | $450K |
| CPC Advisors, LLC | 0.06% | Add +45.5% | 8,976 | $448K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +46.6% | 8,971 | $448K |
| Madrona Financial Services, LLC | 0.12% | Reduce -12.0% | 8,952 | $447K |
| Wedmont Private Capital | 0.02% | Add +4.9% | 9,017 | $446K |
| Lansing Street Advisors | 0.15% | Reduce -1.7% | 8,804 | $440K |
| Flagship Wealth Advisors, LLC | 0.26% | — | 8,700 | $435K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 8,685 | $434K |
| Cerity Partners LLC | 0.00% | Reduce -1.7% | 8,609 | $430K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,525 | $423K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +17.0% | 8,451 | $422K |
| Darrow Company, Inc. | 0.24% | No change | 8,436 | $421K |
| Gries Financial LLC | 0.07% | Add +37.4% | 8,420 | $421K |
| Mezzasalma Advisors, LLC | 0.14% | New | 8,411 | $420K |
| Three Magnolias Financial Advisors, LLC | 0.44% | — | 8,400 | $420K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.6% | 8,387 | $419K |
| Game Plan Financial Advisors, LLC | 0.22% | Add +1.2% | 8,290 | $415K |
| Global Financial Private Client, LLC | 0.15% | Add +0.2% | 8,170 | $408K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 8,130 | $406K |
| Insight Advisors, LLC/ PA | 0.07% | Add +9.9% | 7,989 | $402K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $401K |
| Crewe Advisors LLC | 0.05% | No change | 7,924 | $396K |
| Total Clarity Wealth Management, Inc. | 0.13% | New | 7,875 | $393K |
| Smith, Moore & Co. | 0.04% | Add +14.2% | 7,825 | $391K |
| Corient Private Wealth LP | 0.00% | New | 7,680 | $384K |
| Calton & Associates, Inc. | 0.17% | New | 7,670 | $383K |
| Embree Financial Group | 0.06% | Add +0.0% | 7,593 | $379K |
| Berbice Capital Management LLC | 0.30% | — | 7,593 | $379K |
| WESPAC Advisors, LLC | 0.28% | Add +0.2% | 7,553 | $377K |
| Qube Research & Technologies Ltd | 0.00% | Add +318.4% | 7,497 | $375K |
| IFP Advisors, Inc | 0.01% | Reduce -3.4% | 7,470 | $373K |
| Founders Financial Alliance, LLC | 0.10% | Add +1767.4% | 7,283 | $364K |
| Smith Salley Wealth Management | 0.02% | Add +0.2% | 7,226 | $361K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 7,193 | $359K |
| McDonald Partners LLC | 0.09% | Reduce -2.2% | 7,183 | $359K |
| Claro Advisors Inc. | 0.05% | Reduce -6.1% | 7,053 | $352K |
| Rollins Financial Advisors, LLC | 0.05% | New | 7,030 | $351K |
| Runnymede Capital Advisors, Inc. | 0.30% | — | 6,899 | $345K |
| DGS Capital Management, LLC | 0.09% | Reduce -24.2% | 6,835 | $341K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.16% | No change | 6,743 | $337K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +32.5% | 6,672 | $333K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Reduce -0.0% | 6,671 | $333K |
| Brighton Jones LLC | 0.01% | Add +0.2% | 6,592 | $329K |
| BNP Paribas Financial Markets | 0.00% | New | 6,479 | $324K |
| Uptick Partners, LLC | 0.12% | Reduce -8.7% | 6,453 | $322K |
| Pacific Sun Financial Corp | 0.17% | Add +14.7% | 6,349 | $317K |
| Bank of New Hampshire | 0.08% | No change | 6,320 | $316K |
| DRW Securities, LLC | 0.02% | No change | 6,150 | $307K |
| Tiaa Trust, National Association | 0.00% | Add +2.1% | 6,129 | $306K |
| Maridea Wealth Management LLC | 0.10% | — | 6,119 | $306K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,978 | $299K |
| Americana Partners, LLC | 0.01% | No change | 5,954 | $297K |
| WealthBridge Capital Management, LLC | 0.08% | Add +26.4% | 5,939 | $297K |
| Aviso Wealth Management | 0.15% | New | 5,915 | $296K |
| Thompson David Blair | 0.21% | — | 5,856 | $293K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,856 | $293K |
| Valley Brook Capital Group, Inc. | 0.22% | Add +6.4% | 5,855 | $293K |
| Apeiron RIA LLC | 0.08% | No change | 5,850 | $292K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -3.2% | 5,843 | $292K |
| DAVENPORT & Co LLC | 0.00% | Add +20.5% | 5,808 | $290K |
| Secure Asset Management, LLC | 0.04% | Add +36.9% | 5,779 | $289K |
| Spire Wealth Management | 0.01% | Reduce -1.4% | 5,757 | $288K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 5,732 | $286K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +28.3% | 5,672 | $284K |
| Novak & Powell Financial Services, Inc. | 0.17% | Add +5.6% | 5,672 | $283K |
| Associated Banc-Corp | 0.01% | No change | 5,616 | $281K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.1% | 5,497 | $275K |
| Belvedere Trading LLC | 0.02% | Add +2.9% | 5,494 | $274K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.1% | 5,468 | $273K |
| BigSur Wealth Management LLC | 0.08% | No change | 5,390 | $269K |
| Triad Wealth Partners, LLC | 0.10% | New | 5,372 | $268K |
| Gentry Private Wealth, LLC | 1.09% | No change | 5,230 | $261K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +78.2% | 5,026 | $251K |
| GFS Advisors, LLC | 0.04% | New | 5,000 | $250K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.8% | 5,004 | $250K |
| Somerset Group LLC | 0.23% | No change | 5,000 | $250K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 5,000 | $250K |
| Wealth Architects, LLC | 0.03% | No change | 4,960 | $248K |
| Viawealth, LLC | 0.15% | Reduce -11.5% | 4,935 | $247K |
| Cooper Financial Group | 0.03% | Add +8.8% | 4,901 | $245K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -3.8% | 4,894 | $245K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 4,816 | $241K |
| IAM Advisory, LLC | 0.06% | Reduce -7.0% | 4,760 | $238K |
| Ameriflex Group, Inc. | 0.11% | — | 4,663 | $237K |
| National Wealth Management Group, LLC | 0.16% | New | 4,736 | $237K |
| Compass Capital Corp. /Ma/ | 0.09% | — | 4,649 | $236K |
| BlackRock, Inc. | 0.00% | Add +371.1% | 4,711 | $235K |
| Samalin Investment Counsel, LLC | 0.10% | Reduce -61.3% | 4,612 | $230K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,402 | $220K |
| Citizens Financial Group Inc. | 0.00% | New | 4,301 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,293 | $214K |
| Alteri Wealth LLC | 0.06% | — | 4,208 | $210K |
| Burns Matteson Capital Management, LLC | 0.12% | Reduce -6.5% | 4,170 | $208K |
| SeaBridge Investment Advisors LLC | 0.04% | Reduce -17.1% | 4,146 | $207K |
| Redwood Financial Network Corp | 0.15% | New | 4,120 | $206K |
| Neuberger Berman Group LLC | 0.00% | New | 4,090 | $204K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.6% | 4,044 | $202K |
| Founders Financial Securities LLC | 0.02% | New | 4,006 | $200K |
| Barclays PLC | 0.00% | New | 4,000 | $200K |
| Medallion Wealth Advisors, LLC | 0.10% | — | 3,940 | $197K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $165K |
| Alexis Investment Partners, LLC | 0.08% | — | 3,290 | $164K |
| S.A. Mason LLC | 0.08% | No change | 3,100 | $155K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.0% | 3,061 | $153K |
| Assetmark, Inc. | 0.00% | Add +24.6% | 2,948 | $147K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,900 | $145K |
| Investors Research Corp | 0.03% | Add +50.7% | 2,877 | $144K |
| Allworth Financial LP | 0.00% | Add +3.8% | 2,710 | $139K |
| American Capital Advisory, LLC | 0.08% | No change | 2,750 | $137K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 2,701 | $135K |
| Continuum Advisory, LLC | 0.02% | No change | 2,374 | $119K |
| Register Financial Advisors LLC | 0.06% | No change | 2,320 | $116K |
| SYM FINANCIAL Corp | 0.01% | Add +97.5% | 2,172 | $109K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,147 | $107K |
| EPG Wealth Management LLC | 0.03% | Reduce -8.7% | 2,098 | $105K |
| Oarsman Capital, Inc. | 0.02% | Reduce -56.5% | 2,096 | $105K |
| Key Financial Inc | 0.02% | Add +10.3% | 1,820 | $91K |
| Concord Wealth Partners | 0.01% | Add +80.2% | 1,798 | $90K |
| Crews Bank & Trust | 0.01% | — | 1,750 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Add +43.6% | 1,494 | $75K |
| Realta Investment Advisors | 0.03% | Reduce -70.3% | 1,415 | $71K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.9% | 1,422 | $71K |
| Main Street Group, LTD | 0.03% | New | 1,370 | $68K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -4.9% | 1,369 | $68K |
| Signaturefd, LLC | 0.00% | No change | 1,238 | $62K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $60K |
| Archer Investment Corp | 0.02% | Add +6.5% | 1,167 | $58K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,161 | $58K |
| Luminist Capital LLC | 0.10% | — | 1,095 | $55K |
| Kiker Wealth Management, LLC | 0.04% | — | 1,000 | $50K |
| Rothschild Investment LLC | 0.00% | New | 1,000 | $50K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 950 | $47K |
| Transce3nd, LLC | 0.02% | — | 939 | $47K |
| Financial Gravity Companies, Inc. | 0.01% | Add +4.6% | 930 | $46K |
| Simplex Trading, LLC | 0.00% | Reduce -92.4% | 891 | $44K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 819 | $41K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 750 | $37K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.0% | 707 | $35K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.1% | 692 | $35K |
| Decker Retirement Planning Inc. | 0.02% | — | 690 | $34K |
| Millstone Evans Group, LLC | 0.02% | — | 636 | $32K |
| Chilton Capital Management LLC | 0.00% | New | 635 | $32K |
| Abound Wealth Management | 0.01% | New | 603 | $30K |
| Hager Investment Management Services, LLC | 0.02% | — | 600 | $30K |
| Private Capital Management LLC | 0.01% | No change | 600 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 594 | $30K |
| MAI Capital Management | 0.00% | New | 566 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 520 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.9% | 513 | $26K |
| Caitlin John, LLC | 0.02% | Add +1.4% | 451 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 381 | $19K |
| PrairieView Partners, LLC | 0.00% | Add +0.3% | 400 | $19K |
| CGC Financial Services, LLC | 0.01% | No change | 350 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -98.7% | 340 | $17K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 342 | $17K |
| Tidemark, LLC | 0.01% | Reduce -18.8% | 264 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 260 | $13K |
| Y.D. More Investments Ltd | 0.00% | No change | 260 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +61.8% | 233 | $12K |
| Founders Capital Management | 0.01% | No change | 230 | $11K |
| Blue Trust, Inc. | 0.00% | Add +19.4% | 203 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 200 | $10K |
| Group One Trading LLC | 0.00% | New | 200 | $10K |
| West Branch Capital LLC | 0.00% | No change | 190 | $9K |
| Transcendent Capital Group LLC | 0.00% | Add +87.5% | 180 | $9K |
| Capital Analysts, LLC | 0.00% | Reduce -86.7% | 157 | $8K |
| WealthShield Partners, LLC | 0.00% | New | 158 | $8K |
| National Bank of Canada | 0.00% | Add +29.9% | 152 | $8K |
| NorthRock Partners, LLC | 0.00% | Add +109.7% | 130 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | Add +25.5% | 123 | $6K |
| Coston, McIsaac & Partners | 0.00% | New | 137 | $6K |
| Asset Dedication, LLC | 0.00% | New | 115 | $6K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 114 | $6K |
| Synergy Investment Management, LLC | 0.00% | — | 100 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 92 | $5K |
| Weaver Capital Management LLC | 0.00% | Reduce -8.4% | 87 | $4K |
| Headlands Technologies LLC | 0.00% | New | 83 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 69 | $3K |
| Wagner Wealth Management, LLC | 0.00% | No change | 66 | $3K |
| Bellwether Advisors, LLC | 0.00% | New | 61 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 57 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | New | 50 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $2K |
| Lanark Financial, Inc. | 0.19% | — | 42 | $2K |
| Horizon Investments, LLC | 0.00% | New | 38 | $2K |
| Element Wealth, LLC | 0.00% | No change | 21 | $1K |
| Optiver Holding B.V. | 0.00% | New | 17 | $849 |
"% 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.