Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q1 2025 (March 31)523holders +50
101new positions
48sold out
4famous investors
$46.03avg. 13F price*
At the end of Q1 2025, 523 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 50 from Q4 2024. 101 opened new positions and 48 sold out. The largest holders were LPL Financial LLC ($488.8M), Morgan Stanley ($328.7M) and Bank of America Corp. ($195.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $244.1M |
| Exits | 48 | $86.6M |
All 13F filers, Q4 2024 → Q1 2025: 20,905,491 shares bought and 12,797,040 shares sold, net +8,108,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| LPL Financial LLC | 0.19% | Add +8.7% | 10,622,082 | $488.8M |
| Morgan Stanley | 0.02% | Add +2.5% | 7,141,837 | $328.7M |
| Bank of America Corp. | 0.02% | Add +5.1% | 4,239,030 | $195.1M |
| Invesco Ltd. | 0.03% | Add +212.9% | 3,363,435 | $154.8M |
| Wells Fargo & Company | 0.04% | Reduce -4.6% | 3,269,317 | $150.5M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +130.2% | 2,505,947 | $115.3M |
| Bank of New York Mellon Corp | 0.02% | New | 2,402,369 | $110.6M |
| UBS Group AG | 0.02% | Reduce -8.1% | 2,290,900 | $105.4M |
| Raymond James Financial Inc. | 0.04% | Add +1.1% | 2,279,275 | $104.9M |
| Two Sigma Investments, LP | 0.20% | Add +79.7% | 1,915,050 | $88.1M |
| JPMorgan Chase & Co. | 0.01% | Add +140.4% | 1,867,009 | $85.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +225.9% | 1,720,414 | $79.2M |
| Johnson Financial Group, Inc. | 3.86% | Add +3.0% | 1,712,968 | $78.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +41.7% | 1,631,353 | $75.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -45.5% | 1,472,167 | $67.9M |
| Principle Wealth Partners LLC | 4.77% | Add +32.8% | 1,449,886 | $66.7M |
| Means Investment Co., Inc. | 6.20% | Add +1122.3% | 1,267,671 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.0% | 1,249,079 | $57.5M |
| GPS Wealth Strategies Group, LLC | 7.67% | Add +5.2% | 1,236,013 | $56.9M |
| Lido Advisors, LLC | 0.34% | Add +1.9% | 1,234,143 | $56.8M |
| Private Advisor Group, LLC | 0.31% | Add +37.2% | 1,127,628 | $51.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -5.7% | 1,074,003 | $49.4M |
| Bogart Wealth, LLC | 2.27% | Add +17727.9% | 1,044,004 | $48.0M |
| Stifel Financial Corp. | 0.05% | Add +0.1% | 1,009,108 | $46.4M |
| Clearstead Advisors, LLC | 0.67% | Reduce -4.4% | 936,481 | $43.1M |
| One Capital Management, LLC | 1.45% | Reduce -3.8% | 928,681 | $42.7M |
| MML Investors Services, LLC | 0.12% | Add +10.7% | 764,403 | $35.2M |
| Demars Financial Group, LLC | 11.91% | Add +7.3% | 610,106 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -4.1% | 545,834 | $25.1M |
| Sanctuary Advisors, LLC | 0.18% | Add +156.8% | 542,511 | $25.0M |
| Apexium Financial, LP | 1.48% | Reduce -0.5% | 540,943 | $24.9M |
| Integrated Wealth Concepts LLC | 0.29% | Add +16.8% | 532,591 | $24.5M |
| Cetera Investment Advisers | 0.05% | Add +46.9% | 532,495 | $24.5M |
| Quattro Financial Advisors LLC | 8.40% | Add +11.2% | 532,214 | $24.5M |
| Baird Financial Group, Inc. | 0.05% | Reduce -6.1% | 529,140 | $24.4M |
| Cedar Wealth Management, LLC | 7.63% | Add +10.9% | 466,305 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -55.9% | 419,997 | $19.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -12.5% | 403,670 | $18.6M |
| Stratos Wealth Partners, LTD. | 0.28% | Reduce -17.2% | 394,193 | $18.1M |
| Core Wealth Advisors, Inc. | 5.51% | Reduce -2.6% | 376,472 | $17.3M |
| Advocacy Wealth Management, LLC | 1.09% | New | 348,638 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.2% | 339,471 | $15.6M |
| Austin Private Wealth, LLC | 1.37% | New | 331,086 | $15.2M |
| Wolf Group Capital Advisors | 4.92% | Add +792.5% | 318,090 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +75.5% | 315,657 | $14.5M |
| Integrity Alliance, Llc. | 0.55% | Add +606.4% | 301,329 | $13.9M |
| Segment Wealth Management, LLC | 0.92% | Reduce -1.8% | 295,580 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +19.6% | 289,484 | $13.3M |
| OneDigital Investment Advisors LLC | 0.16% | Add +5.6% | 286,014 | $13.2M |
| Bricktown Capital, LLC | 2.45% | No change | 283,766 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -2.1% | 283,000 | $13.0M |
| Equitable Holdings, Inc. | 0.12% | Add +54.6% | 280,592 | $12.9M |
| Citigroup Inc. | 0.01% | Add +1414.9% | 257,456 | $11.8M |
| Farther Finance Advisors, LLC | 0.30% | Add +51.5% | 255,644 | $11.8M |
| Asset Allocation Strategies LLC | 2.72% | Add +3.5% | 237,811 | $10.9M |
| Summit Financial, LLC | 0.30% | New | 234,925 | $10.8M |
| IFG Advisory, LLC | 0.59% | Add +10.6% | 231,508 | $10.7M |
| Centaurus Financial, Inc. | 0.63% | Add +1.2% | 226,110 | $10.4M |
| PMG Wealth Management, Inc. | 11.04% | Add +0.1% | 225,937 | $10.4M |
| Precedent Wealth Partners, LLC | 2.83% | Add +31.9% | 221,824 | $10.2M |
| Thoroughbred Financial Services, LLC | 0.63% | Add +8.1% | 220,403 | $10.1M |
| Mariner, LLC | 0.02% | Add +41.5% | 217,924 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +29.0% | 216,575 | $10.0M |
| Manchester Financial Inc. | 2.14% | New | 206,869 | $9.5M |
| Cyr Financial Inc. | 8.30% | Add +0.2% | 201,945 | $9.3M |
| Atria Investments, Inc | 0.12% | Add +117.6% | 201,486 | $9.3M |
| Financial Advocates Investment Management | 0.62% | Reduce -11.9% | 190,605 | $8.8M |
| Avestar Capital, LLC | 0.80% | Reduce -3.9% | 183,058 | $8.4M |
| Jane Street Group, LLC | 0.02% | Add +444.6% | 182,870 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -10.2% | 176,670 | $8.1M |
| Focus Partners Wealth | 0.02% | Reduce -1.7% | 176,602 | $8.1M |
| World Investment Advisors | 0.21% | Reduce -0.1% | 172,918 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.61% | New | 168,145 | $7.8M |
| NewEdge Advisors, LLC | 0.05% | Add +28.5% | 165,679 | $7.6M |
| Bank Hapoalim BM | 1.14% | Reduce -38.1% | 164,725 | $7.6M |
| JSF Financial, LLC | 1.97% | Reduce -41.7% | 162,054 | $7.5M |
| Fisher Asset Management | 0.00% | Reduce -96.8% | 159,900 | $7.4M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -5.5% | 158,770 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Add +107.7% | 148,284 | $6.8M |
| KPP Advisory Services LLC | 1.26% | Reduce -14.1% | 144,127 | $6.6M |
| D.A. Davidson & Co. | 0.05% | Add +3.4% | 141,913 | $6.5M |
| Waterloo Capital, L.P. | 0.60% | Reduce -6.8% | 140,302 | $6.5M |
| Jackson Wealth Management, LLC | 0.78% | Reduce -0.3% | 140,083 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.35% | Reduce -1.4% | 137,336 | $6.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.95% | Add +53.4% | 135,266 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +1902.1% | 133,583 | $6.1M |
| Seros Financial, LLC | 4.48% | Reduce -21.5% | 130,353 | $6.0M |
| Keystone Financial Group | 0.57% | Add +417.8% | 121,758 | $5.6M |
| Physician Wealth Advisors, Inc. | 0.96% | New | 121,001 | $5.6M |
| Crescent Grove Advisors, LLC | 0.57% | Reduce -1.6% | 118,781 | $5.5M |
| Consolidated Portfolio Review Corp | 0.87% | Reduce -26.9% | 118,462 | $5.5M |
| Client First Capital LLC | 2.78% | Add +34.6% | 117,853 | $5.4M |
| Horst & Graben Wealth Management LLC | 0.96% | New | 116,236 | $5.3M |
| Leo Wealth, LLC | 0.77% | Reduce -7.7% | 115,880 | $5.3M |
| Principal Securities, Inc. | 0.11% | Add +0.9% | 100,047 | $5.0M |
| ShoreHaven Wealth Partners, LLC | 2.36% | Add +112.0% | 107,239 | $4.9M |
| Sage Mountain Advisors LLC | 0.36% | No change | 106,366 | $4.9M |
| Pinnacle Family Advisors, LLC | 2.65% | Reduce -5.0% | 106,088 | $4.9M |
| Mgo One Seven LLC | 0.19% | Reduce -23.8% | 104,103 | $4.8M |
| One Wealth Advisors, LLC | 0.71% | New | 103,956 | $4.8M |
| Aspire Capital Advisors LLC | 1.42% | Reduce -41.4% | 103,712 | $4.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +8.3% | 101,922 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +98.9% | 100,537 | $4.6M |
| Stonebrook Private Inc. | 1.18% | New | 98,842 | $4.5M |
| PAX Financial Group, LLC | 0.78% | Add +5.3% | 95,905 | $4.4M |
| GeoWealth Management, LLC | 0.17% | Reduce -38.4% | 93,437 | $4.3M |
| Comprehensive Financial Planning, Inc. | 4.10% | Add +25.4% | 91,580 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.37% | New | 91,499 | $4.2M |
| Truvestments Capital LLC | 0.91% | Add +8.0% | 90,682 | $4.2M |
| Bawa N Mallick Trust | 1.96% | No change | 90,000 | $4.1M |
| Opus Capital Group, LLC | 0.52% | Add +507.3% | 88,304 | $4.1M |
| Park Avenue Securities LLC | 0.05% | New | 88,076 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.0% | 87,082 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -4.1% | 86,645 | $4.0M |
| Cwm, LLC | 0.02% | Add +75.2% | 85,781 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +879.1% | 84,287 | $3.9M |
| Foundations Investment Advisors, LLC | 0.07% | Add +160.3% | 81,028 | $3.7M |
| Transcend Capital Advisors, LLC | 0.27% | Add +0.3% | 80,538 | $3.7M |
| Sigma Planning Corp | 0.12% | Reduce -6.9% | 79,631 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -32.2% | 78,987 | $3.6M |
| Leavell Investment Management, Inc. | 0.18% | Add +3.9% | 77,920 | $3.6M |
| Ackerman Asset Management, LLC | 3.24% | — | 77,779 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +12.3% | 76,975 | $3.5M |
| Institute for Wealth Management, LLC. | 0.46% | Reduce -2.0% | 76,939 | $3.5M |
| RIA Advisory Group LLC | 1.11% | Add +2.3% | 73,905 | $3.4M |
| AE Wealth Management LLC | 0.03% | Add +482.3% | 73,784 | $3.4M |
| Lee Johnson Capital Management, LLC | 1.71% | Reduce -2.8% | 70,064 | $3.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.71% | Add +0.9% | 67,310 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -92.6% | 61,873 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -60.3% | 65,923 | $3.0M |
| Copia Wealth Management | 2.81% | Reduce -0.7% | 65,917 | $3.0M |
| HBW Advisory Services LLC | 0.43% | Reduce -12.1% | 65,031 | $3.0M |
| KCM Investment Advisors LLC | 0.11% | No change | 64,356 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.9% | 64,244 | $3.0M |
| Laraway Financial Advisors Inc | 2.34% | Add +2.8% | 64,079 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +115.7% | 63,957 | $2.9M |
| Ameritas Advisory Services, LLC | 0.12% | Add +13.9% | 60,216 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -35.0% | 61,731 | $2.8M |
| City Center Advisors, LLC | 3.30% | Add +128.8% | 61,459 | $2.8M |
| Prostatis Group LLC | 0.88% | Add +233.7% | 60,480 | $2.8M |
| Focus Financial Network, Inc. | 0.11% | Add +310.6% | 58,641 | $2.7M |
| Arete Wealth Advisors, LLC | 0.20% | Reduce -25.1% | 57,975 | $2.7M |
| Bank of Montreal | 0.00% | Reduce -1.9% | 57,522 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +95.6% | 56,416 | $2.6M |
| Vertex Planning Partners, LLC | 0.55% | New | 54,359 | $2.5M |
| Cresta Advisors, Ltd. | 1.28% | Reduce -14.0% | 53,817 | $2.5M |
| Sowell Financial Services LLC | 0.11% | Add +17.6% | 53,555 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Add +4.5% | 51,276 | $2.4M |
| McAdam, LLC | 0.14% | Reduce -5.3% | 50,863 | $2.3M |
| &partners | 0.02% | Reduce -4.4% | 50,768 | $2.3M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -5.8% | 50,528 | $2.3M |
| PFG Advisors | 0.13% | Reduce -69.2% | 49,868 | $2.3M |
| Fortis Group Advisors, LLC | 0.44% | Reduce -66.1% | 49,280 | $2.3M |
| Sapient Capital LLC | 0.04% | Reduce -5.5% | 48,809 | $2.2M |
| Capstone Wealth Management Group LLC | 1.77% | Add +30.5% | 48,224 | $2.2M |
| McNaughton Wealth Management, LLC | 1.07% | New | 47,910 | $2.2M |
| Hobbs Wealth Management, LLC | 2.42% | New | 47,469 | $2.2M |
| Maia Wealth LLC | 0.49% | Add +240.7% | 48,720 | $2.2M |
| Smith Shellnut Wilson LLC | 0.98% | Add +7.3% | 46,247 | $2.1M |
| Milestone Asset Management Group, LLC | 1.83% | Add +4.0% | 43,991 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +9.6% | 43,926 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -48.3% | 43,889 | $2.0M |
| M1 Capital Management LLC | 1.25% | New | 43,266 | $2.0M |
| Silver Oak Securities, Incorporated | 0.18% | Add +117.3% | 42,923 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +8213.3% | 42,647 | $2.0M |
| FMR LLC | 0.00% | Add +0.5% | 42,346 | $1.9M |
| LWM Advisory Services, LLC | 1.34% | Reduce -34.8% | 41,964 | $1.9M |
| Clear Creek Financial Management, LLC | 0.20% | Add +6.9% | 41,762 | $1.9M |
| CW Advisors, LLC | 0.02% | New | 41,241 | $1.9M |
| Summit Financial Consulting LLC | 1.75% | — | 41,076 | $1.9M |
| Comerica Bank | 0.01% | Add +69.8% | 41,039 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +67.3% | 40,748 | $1.9M |
| Balance Wealth Partners LLC | 1.22% | — | 40,692 | $1.9M |
| Independent Financial Group, LLC | 0.06% | Add +75.9% | 40,549 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.25% | Reduce -90.1% | 40,232 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -16.1% | 40,041 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +27.1% | 39,886 | $1.8M |
| US Bancorp \de | 0.00% | Add +62.3% | 39,837 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | New | 39,598 | $1.8M |
| Lanark Financial, Inc. | 0.15% | — | 39,310 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +48.0% | 38,970 | $1.8M |
| Moller Wealth Partners | 0.44% | Add +0.1% | 38,491 | $1.8M |
| WMG Financial Advisors, LLC | 0.75% | Reduce -1.2% | 38,240 | $1.8M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -2.3% | 37,875 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | New | 37,804 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +47.5% | 38,063 | $1.7M |
| Goodwin Investment Advisory | 2.62% | Reduce -13.9% | 36,660 | $1.7M |
| Greystone Financial Group, LLC | 0.30% | Reduce -8.0% | 35,957 | $1.7M |
| Greenleaf Trust | 0.01% | No change | 35,220 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.25% | New | 35,087 | $1.6M |
| Columbia Advisory Partners LLC | 1.40% | Reduce -17.8% | 35,052 | $1.6M |
| Cannon Advisors, Inc. | 1.49% | Add +1.1% | 35,049 | $1.6M |
| Ethos Financial Group, LLC | 0.15% | No change | 32,200 | $1.6M |
| Walker Asset Management, LLC | 0.97% | Add +0.8% | 34,761 | $1.6M |
| Financial Partners Group, LLC | 0.69% | Reduce -11.3% | 34,628 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Add +36.2% | 34,371 | $1.6M |
| NTV Asset Management LLC | 0.21% | Reduce -0.9% | 33,858 | $1.6M |
| Smith Anglin Financial, LLC | 0.16% | Reduce -1.2% | 33,492 | $1.5M |
| Compass Ion Advisors, LLC | 0.18% | No change | 33,260 | $1.5M |
| Creative Planning | 0.00% | Reduce -1.3% | 32,962 | $1.5M |
| Elios Financial Group Inc. | 0.74% | Add +3.0% | 32,612 | $1.5M |
| Diversified Enterprises, LLC | 0.13% | Add +0.7% | 32,572 | $1.5M |
| Carr Financial Group Corp | 0.48% | Reduce -24.7% | 32,105 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -32.6% | 32,093 | $1.5M |
| Curtis Advisory Group, LLC | 0.43% | New | 31,805 | $1.5M |
| Kane Investment Management, Inc. | 0.70% | Reduce -26.6% | 31,518 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -3.8% | 31,293 | $1.4M |
| Tudor Investment Corporation | 0.01% | Add +41.1% | 31,288 | $1.4M |
| Flagship Wealth Advisors, LLC | 0.60% | Add +258.6% | 31,200 | $1.4M |
| Magnolia Capital Advisors LLC | 0.39% | No change | 31,100 | $1.4M |
| Lifelong Wealth Advisors, Inc. | 0.66% | New | 30,751 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.69% | Add +119.4% | 30,704 | $1.4M |
| FWG Investments, LLC. | 1.62% | Reduce -4.0% | 30,026 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -9.0% | 28,283 | $1.3M |
| Gen-Wealth Partners Inc | 0.54% | New | 27,949 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -8.4% | 27,797 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +404.8% | 27,748 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +33.8% | 26,833 | $1.2M |
| Apeiron RIA LLC | 0.37% | Add +353.5% | 26,529 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.9% | 25,980 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.9% | 25,980 | $1.2M |
| GTS Securities LLC | 0.05% | New | 25,513 | $1.2M |
| Rappaport Reiches Capital Management, LLC | 0.28% | Add +23.3% | 24,764 | $1.1M |
| Moneco Advisors, LLC | 0.12% | Reduce -9.0% | 24,373 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -19.8% | 24,367 | $1.1M |
| Iams Wealth Management, LLC | 0.51% | Add +10.4% | 24,297 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -0.5% | 24,185 | $1.1M |
| NFSG Corp | 0.26% | Reduce -11.6% | 23,713 | $1.1M |
| Lansing Street Advisors | 0.36% | Add +161.9% | 23,054 | $1.1M |
| Keystone Wealth Services, LLC | 0.28% | Reduce -4.1% | 22,682 | $1.0M |
| Claro Advisors Inc. | 0.14% | Add +217.3% | 22,381 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 22,147 | $1.0M |
| Capital CS Group, LLC | 1.73% | Add +5.5% | 22,063 | $1.0M |
| Partners Wealth Management, LLC | 1.14% | No change | 21,783 | $1.0M |
| Theory Financial LLC | 0.42% | New | 21,763 | $1.0M |
| Spire Wealth Management | 0.03% | Add +264.3% | 20,973 | $965K |
| BlackRock, Inc. | 0.00% | Add +342.6% | 20,850 | $960K |
| RiverTree Advisors, LLC | 0.64% | Reduce -75.2% | 20,754 | $955K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +22.1% | 20,528 | $945K |
| KG Capital Management | 0.31% | Add +3.1% | 20,507 | $944K |
| Fischer Investment Strategies, LLC | 0.67% | Reduce -61.1% | 19,658 | $905K |
| Hilltop Holdings Inc. | 0.06% | Reduce -11.1% | 19,444 | $895K |
| Private Trust Co. NA | 0.09% | Add +34.6% | 19,324 | $889K |
| Bush Investment Group, LLC | 0.66% | New | 19,078 | $878K |
| Avidian Wealth Enterprises, LLC | 0.04% | New | 18,961 | $873K |
| Davies Financial Advisors, Inc. | 0.74% | Reduce -0.1% | 18,920 | $871K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -27.4% | 18,771 | $864K |
| Founders Financial Securities LLC | 0.07% | Add +369.3% | 18,799 | $858K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +17.3% | 18,523 | $852K |
| My Legacy Advisors, LLC | 0.33% | New | 18,385 | $846K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -59.1% | 18,381 | $846K |
| Great Diamond Partners, LLC | 0.22% | Add +5.4% | 17,718 | $815K |
| Snider Financial Group | 0.26% | Reduce -2.6% | 17,660 | $813K |
| Horizon Wealth Management, LLC | 0.14% | Reduce -0.1% | 17,501 | $805K |
| Madrona Financial Services, LLC | 0.22% | Add +92.3% | 17,211 | $792K |
| Seneca House Advisors | 0.33% | Add +0.1% | 17,058 | $785K |
| Denver Wealth Management, Inc. | 0.36% | New | 17,055 | $785K |
| Aurora Private Wealth, Inc. | 0.62% | Reduce -51.7% | 16,930 | $779K |
| Sequent Planning LLC | 0.28% | Add +2.0% | 16,838 | $775K |
| WBH Advisory Inc. | 0.07% | New | 16,647 | $766K |
| Two Sigma Securities, LLC | 0.12% | New | 16,571 | $763K |
| Colonial River Investments, LLC | 0.41% | New | 16,235 | $747K |
| Axxcess Wealth Management, LLC | 0.02% | New | 15,904 | $732K |
| WealthPLAN Partners, LLC | 0.10% | New | 15,741 | $724K |
| Strategic Blueprint, LLC | 0.04% | New | 15,699 | $722K |
| Firethorn Wealth Partners, LLC | 0.34% | New | 15,634 | $719K |
| Quantinno Capital Management LP | 0.00% | No change | 15,070 | $694K |
| Gotham Asset Management | 0.01% | No change | 15,056 | $693K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -2.5% | 14,999 | $690K |
| Old Mission Capital LLC | 0.01% | New | 14,717 | $677K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.2% | 14,582 | $671K |
| Carolinas Wealth Consulting LLC | 0.14% | Reduce -0.7% | 13,867 | $638K |
| North Star Investment Management Corp. | 0.05% | Add +0.0% | 13,753 | $633K |
| Trilogy Capital Inc. | 0.03% | Reduce -1.3% | 13,440 | $619K |
| Empower Advisory Group, LLC | 0.00% | Add +0.6% | 13,421 | $618K |
| IFP Advisors, Inc | 0.02% | Add +79.6% | 13,419 | $618K |
| Capital Wealth Alliance, LLC | 0.37% | Reduce -54.5% | 13,411 | $617K |
| United Advisor Group, LLC | 0.13% | Reduce -23.7% | 13,405 | $617K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.4% | 13,311 | $613K |
| Avant Capital LLC | 0.51% | Add +2.4% | 13,300 | $612K |
| Harbour Investments, Inc. | 0.02% | Add +331.2% | 13,200 | $607K |
| Summit Asset Management, LLC | 0.10% | No change | 13,115 | $604K |
| Spectrum Planning & Advisory Services Inc. | 0.49% | New | 12,907 | $594K |
| LexAurum Advisors, LLC | 0.11% | New | 12,708 | $585K |
| Sutton Place Investors LLC | 0.39% | New | 12,639 | $582K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.1% | 12,606 | $580K |
| Centennial Bank | 0.27% | Add +34.6% | 12,250 | $564K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +32.2% | 12,195 | $561K |
| Cooper Financial Group | 0.07% | Add +148.4% | 12,174 | $560K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.7% | 12,170 | $560K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -2.9% | 12,145 | $559K |
| Clearview Wealth Advisors LLC | 0.40% | New | 11,714 | $539K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Add +16.4% | 11,463 | $528K |
| Three Magnolias Financial Advisors, LLC | 0.44% | Add +35.7% | 11,400 | $525K |
| Leslie Global Wealth, LLC | 0.25% | Reduce -5.5% | 11,110 | $511K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 11,090 | $510K |
| VestGen Advisors, LLC | 0.02% | — | 11,075 | $510K |
| Fortune 45 LLC | 0.33% | Add +3.5% | 10,977 | $505K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 10,974 | $505K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -7.2% | 10,921 | $503K |
| FOCUS Wealth Advisors, LLC | 0.28% | No change | 10,920 | $503K |
| Integrated Advisors Network LLC | 0.03% | Add +15.3% | 10,898 | $502K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -5.1% | 10,853 | $499K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.8% | 10,828 | $498K |
| Selective Wealth Management, Inc. | 0.22% | No change | 11,172 | $496K |
| OmniStar Financial Group, Inc. | 0.39% | Reduce -3.4% | 10,654 | $493K |
| Florida Financial Advisors, LLC | 0.19% | Reduce -1.7% | 10,636 | $489K |
| Synovus Financial Corp. | 0.01% | Add +12.8% | 10,574 | $487K |
| Money Concepts Capital Corp. | 0.04% | Reduce -6.5% | 10,529 | $485K |
| Choreo, LLC | 0.01% | Reduce -52.2% | 10,442 | $481K |
| Nwam LLC | 0.04% | New | 10,368 | $477K |
| Advisor Resource Council | 0.04% | New | 10,294 | $474K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +13.5% | 10,238 | $471K |
| Vantage Point Financial LLC | 0.24% | New | 10,213 | $470K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -0.3% | 10,111 | $465K |
| Insigneo Advisory Services, LLC | 0.05% | Add +1.8% | 9,943 | $458K |
| NWF Advisory Services Inc. | 0.06% | New | 9,914 | $456K |
| Elevation Capital Advisory, LLC | 0.20% | Reduce -86.3% | 9,739 | $448K |
| Berbice Capital Management LLC | 0.38% | Add +25.4% | 9,524 | $438K |
| Royal Fund Management, LLC | 0.05% | New | 9,482 | $437K |
| RDA Financial Network | 0.13% | New | 9,493 | $437K |
| Retireful, LLC | 0.41% | Reduce -41.5% | 9,520 | $436K |
| Rollins Financial Advisors, LLC | 0.08% | Add +34.7% | 9,472 | $436K |
| Emergent Wealth Advisors, LLC | 0.32% | Reduce -15.8% | 9,458 | $435K |
| Balboa Wealth Partners | 0.11% | No change | 9,450 | $435K |
| McDonald Partners LLC | 0.11% | Add +30.2% | 9,354 | $431K |
| Baker Avenue Asset Management, LP | 0.01% | Add +11.0% | 9,311 | $429K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 9,230 | $425K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -1.0% | 9,181 | $423K |
| ELCO Management Co., LLC | 0.23% | Add +0.6% | 9,100 | $419K |
| Merkkuri Wealth Advisors LLC | 0.36% | New | 9,064 | $417K |
| Insight Advisors, LLC/ PA | 0.07% | Add +13.3% | 9,048 | $416K |
| Cresset Asset Management, LLC | 0.00% | Reduce -62.3% | 8,977 | $413K |
| Moloney Securities Asset Management, LLC | 0.06% | No change | 8,971 | $413K |
| Beacon Financial Group | 0.04% | New | 8,751 | $403K |
| Alteri Wealth LLC | 0.18% | Add +106.6% | 8,694 | $400K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,525 | $397K |
| Game Plan Financial Advisors, LLC | 0.22% | Add +3.6% | 8,590 | $395K |
| MainStreet Investment Advisors LLC | 0.06% | New | 8,565 | $394K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.4% | 8,565 | $394K |
| Total Clarity Wealth Management, Inc. | 0.13% | No change | 7,875 | $393K |
| FFG Retirement Advisors LLC | 0.26% | New | 8,445 | $389K |
| Founders Financial Alliance, LLC | 0.09% | Add +15.9% | 8,443 | $389K |
| Darrow Company, Inc. | 0.22% | No change | 8,436 | $388K |
| Mezzasalma Advisors, LLC | 0.13% | No change | 8,411 | $387K |
| D. E. Shaw & Co. | 0.00% | New | 8,408 | $387K |
| Smith, Moore & Co. | 0.04% | Add +6.8% | 8,355 | $384K |
| Wedmont Private Capital | 0.02% | Reduce -4.7% | 8,597 | $382K |
| Benjamin Edwards Inc. | 0.01% | Reduce -48.0% | 8,279 | $381K |
| WealthTrak Capital Management LLC | 0.33% | New | 8,228 | $379K |
| Beacon Financial Advisory LLC | 0.11% | New | 8,195 | $377K |
| Global Financial Private Client, LLC | 0.14% | Add +0.1% | 8,180 | $376K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 8,130 | $374K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +12.5% | 8,095 | $373K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $369K |
| Northern Trust Corp. | 0.00% | New | 7,956 | $366K |
| Crewe Advisors LLC | 0.05% | No change | 7,924 | $365K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +39.1% | 7,888 | $363K |
| Fullcircle Wealth LLC | 0.15% | New | 7,801 | $356K |
| Calton & Associates, Inc. | 0.08% | No change | 7,670 | $353K |
| Signal Advisors Wealth, LLC | 0.03% | New | 7,345 | $338K |
| Smith Salley Wealth Management | 0.02% | Add +1.6% | 7,340 | $338K |
| Semmax Financial Advisors Inc. | 0.09% | New | 7,236 | $337K |
| Brighton Jones LLC | 0.01% | Add +9.0% | 7,186 | $331K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -36.6% | 7,010 | $323K |
| Assetmark, Inc. | 0.00% | Add +137.3% | 6,995 | $322K |
| Runnymede Capital Advisors, Inc. | 0.30% | No change | 6,899 | $317K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | New | 6,863 | $316K |
| Catalina Capital Group, LLC | 0.21% | New | 6,859 | $316K |
| Creative Financial Designs Inc. | 0.03% | New | 6,815 | $314K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 6,743 | $309K |
| Pacific Sun Financial Corp | 0.17% | Add +4.3% | 6,624 | $305K |
| Valley Brook Capital Group, Inc. | 0.24% | Add +12.3% | 6,575 | $303K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Reduce -2.1% | 6,530 | $301K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -23.6% | 6,457 | $297K |
| Uptick Partners, LLC | 0.10% | No change | 6,453 | $297K |
| Synergy Asset Management, LLC | 0.04% | Reduce -68.3% | 6,381 | $294K |
| Tiaa Trust, National Association | 0.00% | Add +4.1% | 6,380 | $294K |
| Bank of New Hampshire | 0.08% | No change | 6,320 | $291K |
| Secure Asset Management, LLC | 0.06% | Add +9.3% | 6,317 | $291K |
| Embree Financial Group | 0.05% | Reduce -17.1% | 6,293 | $290K |
| Belpointe Asset Management LLC | 0.01% | Reduce -85.5% | 6,261 | $288K |
| DRW Securities, LLC | 0.02% | No change | 6,150 | $283K |
| Triad Wealth Partners, LLC | 0.09% | Add +13.8% | 6,111 | $281K |
| WealthBridge Capital Management, LLC | 0.08% | Add +1.8% | 6,046 | $278K |
| Americana Partners, LLC | 0.01% | No change | 5,954 | $274K |
| DAVENPORT & Co LLC | 0.00% | Add +2.3% | 5,942 | $273K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -0.1% | 5,839 | $269K |
| Empirical Asset Management, LLC | 0.09% | New | 5,788 | $266K |
| Advisory Alpha, LLC | 0.01% | Add +2.5% | 5,603 | $258K |
| Southland Equity Partners LLC | 0.06% | New | 5,561 | $256K |
| Metis Global Partners, LLC | 0.01% | New | 5,542 | $255K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,438 | $250K |
| Novak & Powell Financial Services, Inc. | 0.15% | Reduce -5.3% | 5,372 | $247K |
| DGS Capital Management, LLC | 0.06% | Reduce -23.2% | 5,252 | $242K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +32.3% | 5,212 | $241K |
| Gentry Private Wealth, LLC | 0.20% | No change | 5,230 | $241K |
| Maridea Wealth Management LLC | 0.08% | Reduce -15.3% | 5,183 | $239K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -13.3% | 5,180 | $238K |
| Waverly Advisors, LLC | 0.00% | Add +27.8% | 5,167 | $238K |
| Gries Financial LLC | 0.05% | Reduce -39.3% | 5,108 | $235K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.5% | 5,100 | $235K |
| Commons Capital, LLC | 0.21% | Reduce -77.0% | 5,062 | $233K |
| Somerset Group LLC | 0.21% | No change | 5,000 | $230K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 5,000 | $230K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.4% | 4,982 | $229K |
| Wealth Architects, LLC | 0.03% | No change | 4,960 | $228K |
| Tempus Wealth Planning, LLC | 0.07% | New | 4,909 | $226K |
| PGIM Custom Harvest LLC | 0.01% | No change | 4,894 | $225K |
| Flow Traders U.S. LLC | 0.01% | New | 4,875 | $224K |
| Allworth Financial LP | 0.00% | Add +82.6% | 4,948 | $223K |
| Viawealth, LLC | 0.14% | Reduce -2.1% | 4,830 | $222K |
| HRT Financial LP | 0.00% | New | 4,837 | $222K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 4,818 | $222K |
| Resurgent Financial Advisors LLC | 0.13% | New | 4,797 | $221K |
| Fiduciary Alliance LLC | 0.02% | New | 4,757 | $219K |
| Ameriflex Group, Inc. | 0.09% | Add +0.1% | 4,668 | $215K |
| Samalin Investment Counsel, LLC | 0.09% | Add +0.1% | 4,616 | $212K |
| Magnus Financial Group LLC | 0.02% | New | 4,596 | $212K |
| Fulcrum Equity Management | 0.23% | New | 4,592 | $211K |
| Catalyst Financial Partners LLC | 0.04% | New | 4,583 | $211K |
| Investors Research Corp | 0.05% | Add +59.2% | 4,580 | $211K |
| Colton Groome Financial Advisors, LLC | 0.08% | New | 4,600 | $211K |
| Compass Capital Corp. /Ma/ | 0.11% | Reduce -1.4% | 4,582 | $210K |
| Aviso Wealth Management | 0.11% | Reduce -22.8% | 4,566 | $210K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -90.3% | 4,425 | $204K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -72.0% | 4,407 | $203K |
| POM Investment Strategies, LLC | 0.23% | Reduce -98.2% | 4,308 | $198K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +57.6% | 4,256 | $198K |
| Barclays PLC | 0.00% | No change | 4,000 | $184K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.7% | 3,885 | $179K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $152K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,166 | $146K |
| S.A. Mason LLC | 0.08% | No change | 3,100 | $143K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -61.2% | 2,912 | $134K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,900 | $133K |
| American Capital Advisory, LLC | 0.07% | No change | 2,750 | $127K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,741 | $126K |
| Continuum Advisory, LLC | 0.01% | No change | 2,374 | $109K |
| Register Financial Advisors LLC | 0.06% | No change | 2,320 | $107K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -14.4% | 1,837 | $85K |
| Key Financial Inc | 0.02% | No change | 1,820 | $84K |
| Crews Bank & Trust | 0.01% | No change | 1,750 | $81K |
| Concord Wealth Partners | 0.01% | Reduce -9.0% | 1,636 | $75K |
| Sound Income Strategies, LLC | 0.00% | Add +582.4% | 1,590 | $73K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,369 | $68K |
| Golden State Wealth Management, LLC | 0.01% | Add +26.0% | 1,463 | $67K |
| CoreCap Advisors, LLC | 0.00% | New | 1,372 | $63K |
| Main Street Group, LTD | 0.03% | No change | 1,370 | $63K |
| Group One Trading LLC | 0.00% | Add +572.5% | 1,345 | $62K |
| Signaturefd, LLC | 0.00% | No change | 1,238 | $57K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $55K |
| Archer Investment Corp | 0.01% | No change | 1,167 | $54K |
| Headlands Technologies LLC | 0.01% | Add +1280.7% | 1,146 | $53K |
| Luminist Capital LLC | 0.05% | No change | 1,095 | $51K |
| SYM FINANCIAL Corp | 0.01% | Reduce -49.4% | 1,100 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 1,000 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 950 | $44K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 930 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.1% | 1,000 | $41K |
| Transce3nd, LLC | 0.02% | Reduce -12.3% | 824 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 820 | $38K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.5% | 789 | $36K |
| Kiker Wealth Management, LLC | 0.02% | Reduce -25.0% | 750 | $35K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 750 | $35K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +5.9% | 733 | $34K |
| EPG Wealth Management LLC | 0.01% | Reduce -67.1% | 690 | $32K |
| Y.D. More Investments Ltd | 0.00% | Add +149.2% | 648 | $30K |
| MTM Investment Management, LLC | 0.01% | New | 642 | $30K |
| Millstone Evans Group, LLC | 0.02% | No change | 636 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.7% | 610 | $28K |
| SouthState Bank Corp | 0.00% | New | 600 | $28K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 595 | $27K |
| Hager Investment Management Services, LLC | 0.02% | Reduce -8.3% | 550 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 520 | $24K |
| MAI Capital Management | 0.00% | Reduce -9.9% | 510 | $23K |
| Chilton Capital Management LLC | 0.00% | Reduce -22.1% | 495 | $23K |
| Park Place Capital Corp | 0.01% | New | 476 | $22K |
| Blue Trust, Inc. | 0.00% | Add +99.0% | 404 | $19K |
| Horizon Investments, LLC | 0.00% | Add +960.5% | 403 | $19K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $18K |
| Fifth Third Bancorp | 0.00% | New | 388 | $18K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 381 | $18K |
| CGC Financial Services, LLC | 0.01% | No change | 350 | $16K |
| Abound Wealth Management | 0.01% | Reduce -44.6% | 334 | $15K |
| New Republic Capital, LLC | 0.01% | New | 296 | $14K |
| PSI Advisors, LLC | 0.00% | Reduce -98.9% | 274 | $13K |
| ORG Partners LLC | 0.00% | New | 266 | $12K |
| Tidemark, LLC | 0.00% | No change | 264 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 260 | $12K |
| von Borstel & Associates, Inc. | 0.00% | New | 248 | $11K |
| Trust Co. of Vermont | 0.00% | New | 239 | $11K |
| Founders Capital Management | 0.01% | No change | 230 | $11K |
| LGT Financial Advisors LLC | 0.03% | New | 227 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 210 | $10K |
| Mather Group, Llc. | 0.00% | New | 201 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 200 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 200 | $9K |
| West Branch Capital LLC | 0.00% | No change | 190 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +175.4% | 190 | $9K |
| WealthShield Partners, LLC | 0.00% | No change | 158 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -82.0% | 160 | $7K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 150 | $7K |
| Painted Porch Advisors LLC | 0.00% | New | 129 | $6K |
| National Bank of Canada | 0.00% | Reduce -17.8% | 125 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 120 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 119 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 115 | $5K |
| Keener Financial Planning LLC | 0.00% | New | 115 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +75.4% | 100 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.4% | 97 | $4K |
| Global Wealth Strategies & Associates | 0.00% | New | 79 | $4K |
| Intelligent Financial Strategies | 0.00% | New | 78 | $4K |
| Bellwether Advisors, LLC | 0.00% | Add +16.4% | 71 | $3K |
| Weaver Capital Management LLC | 0.00% | Reduce -19.5% | 70 | $3K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.5% | 67 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 26 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 21 | $966 |
| SWAN Capital LLC | 0.00% | New | 19 | $874 |
| Capital A Wealth Management, LLC | 0.00% | New | 12 | $552 |
| Arax Advisory Partners | 0.00% | New | 10 | $461 |
"% 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.