Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q2 2025 (June 30)551holders +28
70new positions
47sold out
5famous investors
$50.28avg. 13F price*
At the end of Q2 2025, 551 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 28 from Q1 2025. 70 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($562.8M), Morgan Stanley ($345.1M) and Bank of America Corp. ($206.2M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Top 50 ETF
- CUSIP
- 46137V233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $56.2M |
| Exits | 47 | $54.7M |
All 13F filers, Q1 2025 → Q2 2025: 14,650,605 shares bought and 7,532,897 shares sold, net +7,117,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 551 holders
| LPL Financial LLC | 0.19% | Add +1.7% | 10,803,253 | $562.8M |
| Morgan Stanley | 0.02% | Reduce -7.3% | 6,624,238 | $345.1M |
| Bank of America Corp. | 0.02% | Reduce -6.7% | 3,957,282 | $206.2M |
| Wells Fargo & Company | 0.04% | Add +9.0% | 3,563,783 | $185.7M |
| Raymond James Financial Inc. | 0.05% | Add +25.8% | 2,867,532 | $149.4M |
| Principle Wealth Partners LLC | 8.74% | Add +85.0% | 2,682,223 | $139.7M |
| JPMorgan Chase & Co. | 0.01% | Add +32.0% | 2,464,746 | $128.4M |
| Bank of New York Mellon Corp | 0.02% | Add +2.6% | 2,464,075 | $128.4M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -3.1% | 2,428,269 | $127.8M |
| UBS Group AG | 0.03% | Add +0.2% | 2,295,131 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +8.4% | 1,767,771 | $92.1M |
| Johnson Financial Group, Inc. | 4.08% | Add +1.6% | 1,740,907 | $90.7M |
| Royal Bank of Canada | 0.02% | Add +38.7% | 1,732,530 | $90.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -2.3% | 1,680,724 | $87.6M |
| Ameriprise Financial Inc. | 0.02% | Add +6.4% | 1,566,664 | $81.3M |
| Two Sigma Investments, LP | 0.15% | Reduce -22.0% | 1,493,050 | $77.8M |
| Means Investment Co., Inc. | 6.72% | Add +7.4% | 1,360,928 | $70.9M |
| GPS Wealth Strategies Group, LLC | 8.00% | Add +7.9% | 1,333,341 | $69.5M |
| Private Advisor Group, LLC | 0.37% | Add +17.6% | 1,326,617 | $69.1M |
| Lido Advisors, LLC | 0.35% | Add +2.0% | 1,258,773 | $65.6M |
| Osaic Holdings, Inc. | 0.11% | Add +9.2% | 1,172,699 | $61.1M |
| Invesco Ltd. | 0.01% | Reduce -66.1% | 1,140,369 | $59.4M |
| Bogart Wealth, LLC | 2.42% | Add +3.9% | 1,084,518 | $56.5M |
| Clearstead Advisors, LLC | 0.67% | Reduce -2.1% | 916,957 | $47.8M |
| Stifel Financial Corp. | 0.05% | Reduce -9.4% | 913,960 | $47.6M |
| MML Investors Services, LLC | 0.12% | Add +3.6% | 791,812 | $41.3M |
| Demars Financial Group, LLC | 14.78% | Add +21.0% | 738,447 | $38.5M |
| CW Advisors, LLC | 0.36% | Add +1645.5% | 719,865 | $37.5M |
| Sanctuary Advisors, LLC | 0.23% | Add +31.8% | 714,909 | $37.2M |
| Advocacy Wealth Management, LLC | 2.24% | Add +100.5% | 699,173 | $36.4M |
| HighTower Advisors, LLC | 0.04% | Add +62.7% | 683,314 | $35.6M |
| Integrated Wealth Concepts LLC | 0.33% | Add +18.3% | 630,288 | $32.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +105.6% | 581,964 | $30.3M |
| Apexium Financial, LP | 1.54% | Add +2.7% | 555,497 | $28.9M |
| Cetera Investment Advisers | 0.05% | Add +0.1% | 532,836 | $27.8M |
| Austin Private Wealth, LLC | 2.18% | Add +59.5% | 527,918 | $27.5M |
| Gladstone Institutional Advisory LLC | 1.09% | Add +277.9% | 504,830 | $26.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +19.5% | 482,525 | $25.1M |
| Quattro Financial Advisors LLC | 8.81% | Reduce -9.8% | 479,979 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +21.2% | 477,772 | $24.9M |
| Cedar Wealth Management, LLC | 8.42% | Add +2.3% | 477,174 | $24.9M |
| Jones Financial Companies LLLP | 0.02% | Add +50.6% | 475,445 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -25.9% | 391,908 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -29.9% | 382,892 | $19.9M |
| Core Wealth Advisors, Inc. | 5.41% | Reduce -4.0% | 361,470 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.7% | 345,272 | $18.0M |
| Global Retirement Partners, LLC | 0.43% | — | 331,025 | $17.2M |
| Citigroup Inc. | 0.01% | Add +25.4% | 322,811 | $16.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +48.9% | 322,492 | $16.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.4% | 299,364 | $15.6M |
| Segment Wealth Management, LLC | 0.99% | Add +1.3% | 299,338 | $15.6M |
| One Capital Management, LLC | 0.52% | Reduce -69.1% | 286,865 | $14.9M |
| Bricktown Capital, LLC | 2.68% | No change | 283,766 | $14.8M |
| EP Wealth Advisors, LLC | 0.10% | Add +1062.5% | 283,259 | $14.8M |
| Equitable Holdings, Inc. | 0.11% | Reduce -6.5% | 262,464 | $13.7M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -0.0% | 255,605 | $13.3M |
| Stenger Family Office, LLC | 3.41% | — | 245,428 | $13.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.86% | Add +50.5% | 253,034 | $13.2M |
| IFG Advisory, LLC | 0.65% | Add +6.6% | 246,814 | $12.9M |
| Cyr Financial Inc. | 9.44% | Add +16.2% | 234,611 | $12.2M |
| PMG Wealth Management, Inc. | 9.90% | Add +1.9% | 230,328 | $12.0M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -22.3% | 222,264 | $11.6M |
| NewEdge Advisors, LLC | 0.06% | Add +31.7% | 218,162 | $11.4M |
| Avestar Capital, LLC | 0.80% | Add +14.8% | 210,218 | $11.0M |
| Summit Financial, LLC | 0.25% | Reduce -11.0% | 209,126 | $10.9M |
| Precedent Wealth Partners, LLC | 2.65% | Reduce -6.3% | 207,801 | $10.8M |
| Centaurus Financial, Inc. | 0.61% | Reduce -10.8% | 201,811 | $10.5M |
| POM Investment Strategies, LLC | 7.49% | Add +4570.5% | 201,204 | $10.5M |
| Asset Allocation Strategies LLC | 2.30% | Reduce -15.8% | 200,122 | $10.4M |
| Mariner, LLC | 0.01% | Reduce -8.5% | 199,483 | $10.4M |
| World Investment Advisors | 0.23% | Add +12.6% | 194,724 | $10.1M |
| Atria Investments, Inc | 0.12% | Reduce -3.8% | 193,809 | $10.1M |
| Thoroughbred Financial Services, LLC | 0.68% | Reduce -15.1% | 187,075 | $9.7M |
| Horst & Graben Wealth Management LLC | 1.61% | Add +60.7% | 186,806 | $9.7M |
| Physician Wealth Advisors, Inc. | 1.52% | Add +53.3% | 185,500 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.6% | 173,819 | $9.1M |
| JSF Financial, LLC | 2.12% | Add +5.6% | 171,132 | $8.9M |
| Elevation Capital Advisory, LLC | 3.52% | Add +1632.9% | 168,765 | $8.8M |
| Keystone Financial Group | 0.79% | Add +37.5% | 167,415 | $8.7M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -0.6% | 157,862 | $8.2M |
| CFS Investment Advisory Services, LLC | 0.67% | Add +71.9% | 157,264 | $8.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.36% | Add +11.8% | 151,238 | $7.9M |
| One Wealth Advisors, LLC | 1.09% | Add +44.6% | 150,305 | $7.8M |
| Ashton Thomas Securities, LLC | 1.85% | New | 147,063 | $7.7M |
| Bank Hapoalim BM | 1.08% | No change | 164,725 | $7.6M |
| ShoreHaven Wealth Partners, LLC | 3.06% | Add +33.8% | 143,441 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.39% | Add +4.0% | 142,853 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +78.0% | 140,585 | $7.3M |
| Jackson Wealth Management, LLC | 0.79% | Reduce -0.5% | 139,449 | $7.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -3.5% | 136,937 | $7.1M |
| Marshall Wace, LLP | 0.01% | New | 136,616 | $7.1M |
| Seros Financial, LLC | 4.49% | Add +4.2% | 135,862 | $7.1M |
| KPP Advisory Services LLC | 1.16% | Reduce -6.6% | 134,614 | $7.0M |
| Bank of Montreal | 0.00% | Add +131.3% | 133,028 | $6.9M |
| AE Wealth Management LLC | 0.05% | Add +71.3% | 126,429 | $6.6M |
| Mutual Advisors, LLC | 0.16% | Add +221.4% | 122,335 | $6.6M |
| Leo Wealth, LLC | 0.51% | Add +8.6% | 125,795 | $6.6M |
| Consolidated Portfolio Review Corp | 0.89% | Add +3.9% | 123,060 | $6.4M |
| Park Avenue Securities LLC | 0.06% | Add +35.7% | 119,509 | $6.2M |
| Client First Capital LLC | 2.91% | Add +0.8% | 118,806 | $6.2M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -1.0% | 117,638 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.8% | 107,362 | $5.6M |
| Sage Mountain Advisors LLC | 0.36% | Reduce -0.6% | 105,683 | $5.5M |
| Principal Securities, Inc. | 0.10% | Add +1.4% | 101,435 | $5.3M |
| Western Wealth Management, LLC | 0.31% | New | 101,042 | $5.3M |
| Stonebrook Private Inc. | 1.23% | Add +2.1% | 100,955 | $5.3M |
| Centennial Bank | 2.20% | Add +721.2% | 100,600 | $5.2M |
| PAX Financial Group, LLC | 0.98% | Add +2.9% | 98,648 | $5.1M |
| Mgo One Seven LLC | 0.16% | Reduce -6.5% | 97,386 | $5.1M |
| Tsfg, LLC | 0.91% | New | 96,021 | $5.0M |
| Comprehensive Financial Planning, Inc. | 3.75% | Reduce -0.1% | 91,481 | $4.8M |
| Cwm, LLC | 0.02% | Add +5.3% | 90,282 | $4.7M |
| Bawa N Mallick Trust | 1.94% | No change | 90,000 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +2.4% | 89,186 | $4.6M |
| McNaughton Wealth Management, LLC | 2.05% | Add +84.0% | 88,173 | $4.6M |
| Financial Advocates Investment Management | 0.37% | Reduce -54.4% | 86,963 | $4.5M |
| Aspire Capital Advisors LLC | 1.24% | Reduce -16.9% | 86,187 | $4.5M |
| Vertex Planning Partners, LLC | 0.91% | Add +54.6% | 84,042 | $4.4M |
| Truvestments Capital LLC | 0.87% | Reduce -7.5% | 83,856 | $4.4M |
| Financial Partners Group, LLC | 1.58% | Add +142.1% | 83,827 | $4.4M |
| Pinnacle Family Advisors, LLC | 2.07% | Reduce -23.0% | 81,722 | $4.2M |
| HBW Advisory Services LLC | 0.52% | Add +24.8% | 81,137 | $4.2M |
| Ackerman Asset Management, LLC | 3.37% | Add +3.9% | 80,835 | $4.2M |
| Hobbs Wealth Management, LLC | 4.00% | Add +69.5% | 80,485 | $4.2M |
| Focus Financial Network, Inc. | 0.17% | Add +37.0% | 80,351 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -7.8% | 79,866 | $4.2M |
| Maia Wealth LLC | 0.77% | Add +59.7% | 77,821 | $4.1M |
| Fortis Group Advisors, LLC | 0.74% | Add +52.6% | 75,189 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -24.8% | 76,696 | $4.0M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -4.8% | 76,676 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +14.2% | 75,299 | $3.9M |
| Sigma Planning Corp | 0.12% | Reduce -6.2% | 74,736 | $3.9M |
| Leavell Investment Management, Inc. | 0.17% | Reduce -5.7% | 73,459 | $3.8M |
| RIA Advisory Group LLC | 1.12% | Reduce -1.1% | 73,058 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +11.6% | 71,382 | $3.7M |
| Snowden Capital Advisors LLC | 0.11% | Add +11.7% | 68,936 | $3.6M |
| Fisher Asset Management | 0.00% | Reduce -57.5% | 67,962 | $3.5M |
| Hutchens & Kramer Investment Management Group, LLC | 1.62% | Add +1.5% | 68,298 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.49% | Add +91.2% | 67,088 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +66.8% | 66,551 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +3.4% | 66,446 | $3.5M |
| Soundwatch Capital LLC | 0.58% | New | 3,436,306 | $3.4M |
| M1 Capital Management LLC | 1.72% | Add +51.2% | 65,424 | $3.4M |
| Focus Partners Wealth | 0.01% | Reduce -63.0% | 65,407 | $3.4M |
| Laraway Financial Advisors Inc | 2.58% | Add +1.9% | 65,279 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -15.2% | 65,271 | $3.4M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +597.6% | 64,049 | $3.3M |
| Foronjy Financial LLC | 1.53% | — | 62,567 | $3.3M |
| KCM Investment Advisors LLC | 0.11% | Reduce -3.2% | 62,275 | $3.2M |
| Copia Wealth Management | 2.71% | Reduce -6.5% | 61,655 | $3.2M |
| Allen Investment Management, LLC | 0.04% | New | 61,636 | $3.2M |
| Silver Oak Securities, Incorporated | 0.26% | Add +42.0% | 60,952 | $3.2M |
| Flagship Wealth Advisors, LLC | 1.17% | Add +90.8% | 59,529 | $3.1M |
| Sowell Financial Services LLC | 0.12% | Add +9.4% | 58,581 | $3.1M |
| Apeiron RIA LLC | 0.78% | Add +119.0% | 58,094 | $3.0M |
| Independent Financial Group, LLC | 0.08% | Add +43.3% | 58,090 | $3.0M |
| Arete Wealth Advisors, LLC | 0.21% | Reduce -2.1% | 56,728 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -1.1% | 55,771 | $2.9M |
| PFG Advisors | 0.13% | Add +10.9% | 55,290 | $2.9M |
| Institute for Wealth Management, LLC. | 0.32% | Reduce -28.6% | 54,910 | $2.9M |
| City Center Advisors, LLC | 3.06% | Reduce -10.9% | 54,744 | $2.9M |
| Tradition Wealth Management, LLC | 0.23% | Add +43.6% | 54,296 | $2.8M |
| Dana Investment Advisors, Inc. | 0.09% | Add +4.7% | 53,676 | $2.8M |
| US Bancorp \de | 0.00% | Add +33.5% | 53,194 | $2.8M |
| Gen-Wealth Partners Inc | 1.07% | Add +89.7% | 53,014 | $2.8M |
| Lifelong Wealth Advisors, Inc. | 0.90% | Add +68.9% | 51,942 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +28.5% | 51,454 | $2.7M |
| Elios Financial Group Inc. | 1.20% | Add +55.9% | 50,853 | $2.6M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -15.7% | 50,750 | $2.6M |
| Security Financial Services, INC. | 0.46% | New | 49,942 | $2.6M |
| Bulwark Capital Corp | 2.14% | — | 48,736 | $2.5M |
| &partners | 0.02% | Reduce -4.2% | 48,620 | $2.5M |
| Cresta Advisors, Ltd. | 1.21% | Reduce -11.6% | 47,565 | $2.5M |
| Integrity Alliance, Llc. | 0.13% | Reduce -84.3% | 47,347 | $2.5M |
| Smith Shellnut Wilson LLC | 1.05% | Add +0.5% | 46,476 | $2.4M |
| Summit Financial Consulting LLC | 2.12% | Add +10.4% | 45,348 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +918.7% | 44,894 | $2.3M |
| Comerica Bank | 0.01% | Add +8.6% | 44,576 | $2.3M |
| Capstone Wealth Management Group LLC | 1.68% | Reduce -7.9% | 44,426 | $2.3M |
| Milestone Asset Management Group, LLC | 1.70% | Add +0.4% | 44,153 | $2.3M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -13.0% | 43,972 | $2.3M |
| Sapient Capital LLC | 0.04% | Reduce -10.1% | 43,900 | $2.3M |
| McAdam, LLC | 0.12% | Reduce -14.0% | 43,761 | $2.3M |
| Florida Financial Advisors, LLC | 0.55% | Add +310.3% | 43,638 | $2.3M |
| FMR LLC | 0.00% | Add +1.4% | 42,928 | $2.2M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -1.1% | 41,280 | $2.2M |
| Balance Wealth Partners LLC | 1.20% | Reduce -3.2% | 39,399 | $2.1M |
| WealthPlan Investment Management, LLC | 0.15% | New | 38,568 | $2.0M |
| WMG Financial Advisors, LLC | 0.74% | Add +0.8% | 38,537 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +9.8% | 37,752 | $2.0M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -0.8% | 37,552 | $2.0M |
| Theory Financial LLC | 0.73% | Add +64.9% | 35,891 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +42.8% | 37,104 | $1.9M |
| Moller Wealth Partners | 0.42% | Reduce -4.6% | 36,723 | $1.9M |
| Walker Asset Management, LLC | 1.10% | Add +4.9% | 36,469 | $1.9M |
| FFG Retirement Advisors LLC | 1.18% | Add +329.0% | 36,232 | $1.9M |
| Curtis Advisory Group, LLC | 0.47% | Add +12.6% | 35,795 | $1.9M |
| Greenleaf Trust | 0.02% | No change | 35,220 | $1.8M |
| LWM Advisory Services, LLC | 1.26% | Reduce -16.3% | 35,105 | $1.8M |
| Creative Planning | 0.00% | Add +6.4% | 35,057 | $1.8M |
| Lanark Financial, Inc. | 0.15% | Reduce -13.2% | 34,135 | $1.8M |
| NTV Asset Management LLC | 0.21% | No change | 33,858 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +21.3% | 33,711 | $1.8M |
| Goodwin Investment Advisory | 2.02% | Reduce -8.2% | 33,660 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -23.8% | 33,460 | $1.7M |
| Compass Ion Advisors, LLC | 0.19% | No change | 33,260 | $1.7M |
| Diversified Enterprises, LLC | 0.12% | Reduce -1.7% | 32,025 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.6% | 31,910 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 31,296 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -28.9% | 31,218 | $1.6M |
| Ethos Financial Group, LLC | 0.14% | Reduce -3.1% | 31,186 | $1.6M |
| Magnolia Capital Advisors LLC | 0.41% | No change | 31,100 | $1.6M |
| Bush Investment Group, LLC | 1.08% | Add +62.2% | 30,937 | $1.6M |
| FWG Investments, LLC. | 1.17% | Reduce -1.5% | 29,576 | $1.5M |
| My Legacy Advisors, LLC | 0.55% | Add +58.7% | 29,180 | $1.5M |
| Claro Advisors Inc. | 0.25% | Add +31.4% | 29,413 | $1.5M |
| Smith Anglin Financial, LLC | 0.13% | Reduce -17.4% | 27,664 | $1.4M |
| Capital CS Group, LLC | 2.36% | Add +25.0% | 27,584 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -2.7% | 27,516 | $1.4M |
| Columbia Advisory Partners LLC | 1.06% | Reduce -23.1% | 26,945 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | New | 26,876 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.60% | Add +71.0% | 26,740 | $1.4M |
| Private Trust Co. NA | 0.13% | Add +36.0% | 26,276 | $1.4M |
| Colonial River Investments, LLC | 0.59% | Add +60.0% | 25,968 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +222.3% | 25,640 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.3% | 25,423 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +33.2% | 25,256 | $1.3M |
| Kane Investment Management, Inc. | 0.69% | Reduce -20.5% | 25,063 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +56.5% | 24,889 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -0.4% | 24,079 | $1.3M |
| RDA Financial Network | 0.33% | Add +150.2% | 23,752 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -39.6% | 23,553 | $1.2M |
| Moneco Advisors, LLC | 0.11% | Reduce -4.0% | 23,411 | $1.2M |
| Hershey Financial Advisers, LLC | 1.09% | — | 23,335 | $1.2M |
| WealthPLAN Partners, LLC | 0.20% | Add +47.8% | 23,264 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.58% | New | 23,119 | $1.2M |
| Keystone Wealth Services, LLC | 0.29% | Add +1.2% | 22,953 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Add +312.1% | 22,838 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.8% | 22,335 | $1.2M |
| Lansing Street Advisors | 0.35% | Reduce -3.4% | 22,266 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.4% | 22,220 | $1.2M |
| Strategic Blueprint, LLC | 0.06% | Add +39.6% | 21,914 | $1.1M |
| Cannon Advisors, Inc. | 0.89% | Reduce -39.4% | 21,245 | $1.1M |
| Madrona Financial Services, LLC | 0.26% | Add +22.8% | 21,140 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -1.3% | 20,700 | $1.1M |
| Hilltop National Bank | 0.28% | — | 20,650 | $1.1M |
| WBH Advisory Inc. | 0.09% | Add +23.9% | 20,629 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +6.0% | 20,608 | $1.1M |
| KG Capital Management | 0.31% | Reduce -0.5% | 20,396 | $1.1M |
| Iams Wealth Management, LLC | 0.49% | Reduce -16.1% | 20,394 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 20,000 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +44.1% | 19,180 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +6.0% | 19,630 | $1.0M |
| Sutton Place Investors LLC | 0.61% | Add +55.0% | 19,586 | $1.0M |
| BlackRock, Inc. | 0.00% | Reduce -6.1% | 19,578 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +48.1% | 19,554 | $1.0M |
| Evolution Wealth Management Inc. | 1.25% | — | 19,548 | $1.0M |
| Partners Wealth Management, LLC | 1.15% | No change | 21,783 | $1.0M |
| Sequent Planning LLC | 0.32% | Add +13.6% | 19,133 | $997K |
| BlueChip Wealth Advisors LLC | 0.41% | Reduce -37.8% | 19,095 | $995K |
| Horizon Wealth Management, LLC | 0.17% | Add +8.9% | 19,055 | $993K |
| Tradewinds, LLC. | 0.75% | New | 19,015 | $991K |
| Merkkuri Wealth Advisors LLC | 0.75% | Add +109.8% | 19,015 | $991K |
| Davies Financial Advisors, Inc. | 0.77% | No change | 18,920 | $986K |
| Snider Financial Group | 0.28% | Add +5.8% | 18,689 | $974K |
| NFSG Corp | 0.16% | Reduce -21.8% | 18,536 | $966K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.1% | 18,462 | $962K |
| Milestones Private Investment Advisors LLC | 0.70% | — | 18,211 | $949K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -77.7% | 18,087 | $942K |
| Great Diamond Partners, LLC | 0.20% | Add +1.4% | 17,975 | $936K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -56.2% | 17,846 | $930K |
| Clearview Wealth Advisors LLC | 0.63% | Add +49.3% | 17,493 | $911K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +86.2% | 17,185 | $895K |
| Leslie Global Wealth, LLC | 0.47% | Add +50.9% | 16,761 | $873K |
| Integrated Advisors Network LLC | 0.04% | Add +53.7% | 16,754 | $873K |
| Founders Financial Securities LLC | 0.07% | Reduce -11.8% | 16,582 | $864K |
| Quantinno Capital Management LP | 0.00% | Add +9.9% | 16,562 | $863K |
| Signal Advisors Wealth, LLC | 0.07% | Add +122.7% | 16,355 | $852K |
| Seneca House Advisors | 0.36% | Reduce -4.7% | 16,262 | $847K |
| Royal Fund Management, LLC | 0.09% | Add +70.3% | 16,151 | $842K |
| Mather Group, Llc. | 0.01% | Add +7919.9% | 16,120 | $840K |
| Del-Sette Capital Management, LLC | 0.58% | New | 15,961 | $832K |
| IFP Advisors, Inc | 0.02% | Add +18.6% | 15,908 | $829K |
| HRT Financial LP | 0.00% | Add +226.4% | 15,787 | $822K |
| Nwam LLC | 0.05% | Add +44.3% | 14,962 | $806K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | New | 15,447 | $805K |
| Vantage Point Financial LLC | 0.35% | Add +49.6% | 15,277 | $796K |
| WealthTrak Capital Management LLC | 0.66% | Add +84.7% | 15,200 | $792K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.7% | 15,103 | $787K |
| LexAurum Advisors, LLC | 0.12% | Add +18.6% | 15,074 | $785K |
| Verus Capital Partners, LLC | 0.07% | New | 15,069 | $785K |
| Gotham Asset Management | 0.00% | No change | 15,056 | $784K |
| Main Street Financial Solutions, LLC | 0.05% | Add +98.2% | 13,896 | $724K |
| Cerity Partners LLC | 0.00% | Reduce -83.8% | 13,685 | $713K |
| United Advisor Group, LLC | 0.12% | Add +0.9% | 13,528 | $705K |
| Empower Advisory Group, LLC | 0.00% | Add +0.3% | 13,455 | $701K |
| North Star Investment Management Corp. | 0.05% | Reduce -2.2% | 13,455 | $701K |
| Summit Asset Management, LLC | 0.11% | Reduce -0.2% | 13,090 | $682K |
| Simplicity Wealth,LLC | 0.03% | New | 13,006 | $678K |
| Avant Capital LLC | 0.52% | Reduce -3.0% | 12,906 | $672K |
| Trilogy Capital Inc. | 0.03% | Reduce -4.7% | 12,808 | $667K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 12,626 | $658K |
| Fullcircle Wealth LLC | 0.24% | Add +56.9% | 12,238 | $657K |
| M Holdings Securities, Inc. | 0.11% | New | 12,619 | $656K |
| Beacon Financial Advisory LLC | 0.17% | Add +52.9% | 12,526 | $653K |
| NWF Advisory Services Inc. | 0.08% | Add +25.5% | 12,443 | $648K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +1.9% | 12,433 | $648K |
| Capital Wealth Alliance, LLC | 0.34% | Reduce -9.0% | 12,200 | $636K |
| Renaissance Technologies | 0.00% | New | 11,700 | $610K |
| First Heartland Consultants, Inc. | 0.05% | Add +7.7% | 11,689 | $609K |
| Benjamin Edwards Inc. | 0.01% | Add +40.7% | 11,650 | $607K |
| Semmax Financial Advisors Inc. | 0.16% | Add +53.0% | 11,068 | $605K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +0.8% | 11,553 | $602K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -5.8% | 11,435 | $596K |
| Creative Financial Designs Inc. | 0.04% | Add +67.0% | 11,383 | $593K |
| Selective Wealth Management, Inc. | 0.21% | No change | 11,172 | $587K |
| Samalin Investment Counsel, LLC | 0.23% | Add +143.6% | 11,245 | $586K |
| Choreo, LLC | 0.01% | Add +7.5% | 11,225 | $585K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 11,090 | $578K |
| Fortune 45 LLC | 0.33% | Add +0.9% | 11,081 | $577K |
| VestGen Advisors, LLC | 0.02% | Reduce -0.2% | 11,056 | $576K |
| FOCUS Wealth Advisors, LLC | 0.30% | No change | 10,920 | $569K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.0% | 10,830 | $564K |
| OmniStar Financial Group, Inc. | 0.42% | Add +1.0% | 10,762 | $561K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -2.1% | 10,694 | $557K |
| Baker Avenue Asset Management, LP | 0.02% | Add +14.8% | 10,693 | $557K |
| IHT Wealth Management, LLC | 0.02% | Reduce -26.8% | 10,676 | $556K |
| Beacon Financial Group | 0.06% | Add +21.9% | 10,666 | $556K |
| Emergent Wealth Advisors, LLC | 0.35% | Add +12.8% | 10,665 | $556K |
| Alteri Wealth LLC | 0.21% | Add +20.0% | 10,434 | $544K |
| Aurora Private Wealth, Inc. | 0.40% | Reduce -38.4% | 10,423 | $543K |
| Three Magnolias Financial Advisors, LLC | 0.38% | Reduce -8.8% | 10,400 | $542K |
| McDonald Partners LLC | 0.13% | Add +10.6% | 10,341 | $540K |
| CoreCap Advisors, LLC | 0.02% | Add +648.8% | 10,273 | $535K |
| D. E. Shaw & Co. | 0.00% | Add +21.0% | 10,177 | $530K |
| Catalina Capital Group, LLC | 0.36% | Add +48.1% | 10,161 | $529K |
| AQR Capital Management | 0.00% | New | 10,078 | $525K |
| Global Strategic Investment Solutions, LLC | 0.06% | Reduce -0.5% | 10,056 | $524K |
| Insigneo Advisory Services, LLC | 0.04% | Add +0.6% | 10,005 | $521K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.0% | 9,850 | $513K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | New | 9,865 | $513K |
| Wedmont Private Capital | 0.02% | Add +12.1% | 9,641 | $506K |
| Insight Advisors, LLC/ PA | 0.08% | Add +6.8% | 9,660 | $503K |
| Balboa Wealth Partners | 0.10% | Add +2.2% | 9,660 | $503K |
| Tempus Wealth Planning, LLC | 0.13% | Add +96.6% | 9,652 | $503K |
| Qube Research & Technologies Ltd | 0.00% | Add +230.7% | 9,629 | $502K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -6.0% | 9,629 | $502K |
| Money Concepts Capital Corp. | 0.03% | Reduce -9.1% | 9,568 | $498K |
| Synovus Financial Corp. | 0.01% | Reduce -9.5% | 9,568 | $498K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +6.0% | 9,512 | $496K |
| Savant Capital, LLC | 0.00% | Reduce -14.7% | 9,359 | $488K |
| Smartleaf Asset Management LLC | 0.04% | New | 9,350 | $485K |
| OMNI 360 Wealth, Inc. | 0.30% | New | 9,242 | $482K |
| ELCO Management Co., LLC | 0.25% | Reduce -0.6% | 9,050 | $472K |
| MN Wealth Advisors, LLC | 0.27% | New | 8,896 | $464K |
| Pinnacle Financial Partners Inc | 0.01% | Add +3.5% | 8,825 | $460K |
| Founders Financial Alliance, LLC | 0.10% | Add +3.7% | 8,758 | $456K |
| Waverly Advisors, LLC | 0.01% | Add +68.9% | 8,729 | $455K |
| Kickstand Ventures, Llc. | 0.11% | New | 8,678 | $452K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 8,565 | $446K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 8,565 | $446K |
| Empirical Asset Management, LLC | 0.14% | Add +47.0% | 8,507 | $443K |
| Carr Financial Group Corp | 0.13% | Reduce -73.7% | 8,443 | $440K |
| Darrow Company, Inc. | 0.22% | No change | 8,436 | $440K |
| Smith, Moore & Co. | 0.04% | Add +0.7% | 8,415 | $438K |
| Mezzasalma Advisors, LLC | 0.13% | No change | 8,411 | $438K |
| Global Financial Private Client, LLC | 0.16% | Add +0.5% | 8,221 | $428K |
| Maridea Wealth Management LLC | 0.11% | Add +57.5% | 8,164 | $425K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +50.1% | 8,161 | $425K |
| Maripau Wealth Management LLC | 0.21% | New | 8,148 | $424K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 8,130 | $424K |
| MSH Capital Advisors LLC | 0.12% | New | 8,117 | $423K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 8,100 | $422K |
| Retireful, LLC | 0.29% | Reduce -15.1% | 8,079 | $421K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $418K |
| Calton & Associates, Inc. | 0.07% | Add +4.2% | 7,994 | $416K |
| Magnus Financial Group LLC | 0.04% | Add +66.4% | 7,649 | $399K |
| Smith Salley Wealth Management | 0.02% | Add +2.9% | 7,555 | $394K |
| Essex Bank | 0.09% | New | 7,552 | $393K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -5.1% | 7,484 | $390K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -88.0% | 7,401 | $386K |
| Tiaa Trust, National Association | 0.00% | Add +15.2% | 7,351 | $383K |
| StoneX Group Inc. | 0.02% | New | 7,339 | $382K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | New | 7,331 | $382K |
| Brighton Jones LLC | 0.01% | Add +0.7% | 7,237 | $377K |
| Valley Brook Capital Group, Inc. | 0.28% | Add +9.5% | 7,200 | $375K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Reduce -44.3% | 7,189 | $375K |
| Investors Research Corp | 0.07% | Add +54.7% | 7,087 | $369K |
| Cooper Financial Group | 0.04% | Reduce -42.7% | 6,973 | $363K |
| Resurgent Financial Advisors LLC | 0.20% | Add +45.3% | 6,972 | $363K |
| Game Plan Financial Advisors, LLC | 0.16% | Reduce -18.9% | 6,965 | $363K |
| University of Texas/Texas Am Investment Management Co. | 0.06% | No change | 6,863 | $358K |
| Pacific Sun Financial Corp | 0.19% | Add +3.3% | 6,839 | $356K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -14.4% | 6,743 | $351K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 6,743 | $351K |
| Runnymede Capital Advisors, Inc. | 0.31% | Reduce -5.7% | 6,504 | $339K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -31.5% | 6,487 | $338K |
| Synergy Asset Management, LLC | 0.04% | Add +0.9% | 6,438 | $335K |
| Uptick Partners, LLC | 0.09% | Reduce -1.8% | 6,339 | $330K |
| Bank of New Hampshire | 0.08% | No change | 6,320 | $329K |
| Future Financial Wealth Managment LLC | 0.22% | New | 6,303 | $328K |
| Fiduciary Alliance LLC | 0.02% | Add +30.3% | 6,200 | $323K |
| Parcion Private Wealth LLC | 0.02% | New | 6,188 | $322K |
| Secure Asset Management, LLC | 0.06% | Reduce -2.1% | 6,182 | $322K |
| DRW Securities, LLC | 0.02% | No change | 6,150 | $320K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -84.8% | 6,104 | $318K |
| Fulcrum Equity Management | 0.33% | Add +32.8% | 6,099 | $318K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -0.7% | 6,067 | $316K |
| DAVENPORT & Co LLC | 0.00% | Add +1.0% | 6,002 | $313K |
| Americana Partners, LLC | 0.01% | No change | 5,954 | $310K |
| Well Done, LLC | 0.06% | New | 5,712 | $298K |
| PGIM Custom Harvest LLC | 0.01% | Add +16.6% | 5,704 | $297K |
| Prospera Financial Services Inc | 0.01% | New | 5,597 | $292K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.4% | 5,522 | $288K |
| Embree Financial Group | 0.04% | Reduce -12.4% | 5,511 | $287K |
| Catalyst Financial Partners LLC | 0.03% | Add +19.4% | 5,474 | $285K |
| Novak & Powell Financial Services, Inc. | 0.19% | No change | 5,372 | $280K |
| Belpointe Asset Management LLC | 0.01% | Reduce -15.4% | 5,297 | $276K |
| Gentry Private Wealth, LLC | 0.21% | No change | 5,230 | $272K |
| Medallion Wealth Advisors, LLC | 0.10% | Add +0.3% | 5,228 | $271K |
| Caliber Wealth Management, LLC / KS | 0.03% | New | 5,186 | $270K |
| Waddell & Associates, LLC | 0.03% | New | 5,085 | $265K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 5,022 | $262K |
| GFS Advisors, LLC | 0.04% | New | 5,000 | $261K |
| Somerset Group LLC | 0.22% | No change | 5,000 | $261K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 5,000 | $261K |
| Obermeyer Wealth Partners | 0.01% | New | 4,999 | $260K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 4,992 | $260K |
| Wealth Architects, LLC | 0.03% | No change | 4,960 | $258K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -88.5% | 4,900 | $255K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -6.2% | 4,860 | $253K |
| Geneos Wealth Management Inc. | 0.01% | Add +24.4% | 4,831 | $252K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 4,819 | $251K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -82.8% | 4,785 | $249K |
| Ameriflex Group, Inc. | 0.13% | No change | 4,668 | $241K |
| Pathstone Holdings, LLC | 0.00% | New | 4,620 | $241K |
| Aviso Wealth Management | 0.11% | Add +1.2% | 4,619 | $241K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +0.1% | 4,586 | $240K |
| DGS Capital Management, LLC | 0.05% | Reduce -13.6% | 4,537 | $236K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.3% | 4,503 | $235K |
| Wealthgarden F.S. LLC | 0.19% | New | 4,278 | $231K |
| Arax Advisory Partners | 0.01% | Add +43870.0% | 4,397 | $229K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -1.4% | 4,362 | $227K |
| Sovran Advisors, LLC | 0.02% | New | 4,258 | $222K |
| Burns Matteson Capital Management, LLC | 0.10% | New | 4,170 | $217K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -49.0% | 4,130 | $215K |
| Neuberger Berman Group LLC | 0.00% | New | 4,128 | $215K |
| Redwood Financial Network Corp | 0.14% | New | 4,120 | $215K |
| Prairie Wealth Advisors, Inc. | 0.09% | New | 4,042 | $211K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -30.9% | 4,036 | $210K |
| Savvy Advisors, Inc. | 0.01% | New | 4,033 | $210K |
| Barclays PLC | 0.00% | No change | 4,000 | $208K |
| GTS Securities LLC | 0.01% | Reduce -84.3% | 3,996 | $208K |
| Centric Wealth Management | 0.05% | New | 3,780 | $206K |
| Viawealth, LLC | 0.12% | Reduce -18.2% | 3,950 | $206K |
| Brookwood Investment Group LLC | 0.03% | New | 3,943 | $205K |
| Essex Financial Services, Inc. | 0.01% | New | 3,930 | $205K |
| Granite Harbor Advisors, Inc. | 0.09% | New | 3,843 | $200K |
| Allworth Financial LP | 0.00% | Reduce -24.3% | 3,748 | $195K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $172K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -23.5% | 3,255 | $168K |
| Icon Wealth Advisors, LLC | 0.01% | Add +0.7% | 3,188 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -39.4% | 3,093 | $161K |
| American Capital Advisory, LLC | 0.07% | No change | 2,750 | $143K |
| Larson Financial Group LLC | 0.01% | New | 2,645 | $138K |
| S.A. Mason LLC | 0.07% | Reduce -16.1% | 2,600 | $135K |
| Headlands Technologies LLC | 0.01% | Add +82.7% | 2,094 | $109K |
| Traub Capital Management LLC | 0.10% | — | 2,000 | $104K |
| Key Financial Inc | 0.02% | Add +7.1% | 1,950 | $102K |
| Concord Wealth Partners | 0.01% | Add +13.3% | 1,853 | $97K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,753 | $91K |
| Crews Bank & Trust | 0.01% | No change | 1,750 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | Add +507.7% | 1,580 | $82K |
| Russell Investments Group, Ltd. | 0.00% | Add +151.8% | 1,536 | $80K |
| Belvedere Trading LLC | 0.01% | New | 1,513 | $79K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.4% | 1,488 | $78K |
| Main Street Group, LTD | 0.03% | No change | 1,370 | $71K |
| MTM Investment Management, LLC | 0.02% | Add +109.7% | 1,346 | $70K |
| JNBA Financial Advisors | 0.01% | New | 1,250 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +943.7% | 1,242 | $65K |
| Signaturefd, LLC | 0.00% | No change | 1,238 | $65K |
| Register Financial Advisors LLC | 0.03% | Reduce -47.4% | 1,220 | $64K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $63K |
| Archer Investment Corp | 0.01% | Add +3.1% | 1,203 | $63K |
| Assetmark, Inc. | 0.00% | Reduce -83.3% | 1,166 | $61K |
| Transce3nd, LLC | 0.02% | Add +36.8% | 1,127 | $59K |
| Luminist Capital LLC | 0.06% | No change | 1,095 | $57K |
| Rothschild Investment LLC | 0.00% | No change | 1,000 | $52K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $52K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -32.9% | 982 | $51K |
| Blue Trust, Inc. | 0.00% | Add +140.8% | 973 | $51K |
| Financial Gravity Companies, Inc. | 0.01% | — | 910 | $47K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 821 | $43K |
| LGT Financial Advisors LLC | 0.10% | Add +248.5% | 791 | $41K |
| Kiker Wealth Management, LLC | 0.02% | No change | 750 | $39K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 750 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.3% | 735 | $38K |
| Y.D. More Investments Ltd | 0.00% | Add +11.1% | 720 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 690 | $36K |
| Team Financial Group, LLC | 0.02% | New | 663 | $35K |
| Millstone Evans Group, LLC | 0.02% | No change | 636 | $33K |
| Berbice Capital Management LLC | 0.02% | Reduce -93.5% | 624 | $33K |
| Harbor Asset Planning, Inc. | 0.03% | — | 603 | $31K |
| SouthState Bank Corp | 0.00% | No change | 600 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 595 | $31K |
| MAI Capital Management | 0.00% | Add +11.0% | 566 | $30K |
| Hager Investment Management Services, LLC | 0.02% | No change | 550 | $29K |
| Group One Trading LLC | 0.00% | Reduce -60.1% | 536 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 520 | $27K |
| Parallel Advisors, LLC | 0.00% | Reduce -35.6% | 508 | $26K |
| New Republic Capital, LLC | 0.01% | Add +70.3% | 504 | $26K |
| Horizon Investments, LLC | 0.00% | Add +4.5% | 421 | $22K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.6% | 407 | $21K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 381 | $20K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 361 | $19K |
| Choate Investment Advisors | 0.00% | New | 360 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 338 | $19K |
| CGC Financial Services, LLC | 0.01% | No change | 350 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 338 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | New | 259 | $13K |
| Trust Co. of Vermont | 0.00% | No change | 239 | $12K |
| Founders Capital Management | 0.01% | No change | 230 | $12K |
| Abound Wealth Management | 0.00% | Reduce -32.0% | 227 | $12K |
| Chung Wu Investment Group, LLC | 0.01% | New | 200 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 200 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 200 | $10K |
| West Branch Capital LLC | 0.00% | No change | 190 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.7% | 181 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 166 | $9K |
| WealthShield Partners, LLC | 0.00% | No change | 158 | $8K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 150 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +45.0% | 145 | $8K |
| Scarborough Advisors, LLC | 0.00% | New | 142 | $7K |
| Painted Porch Advisors LLC | 0.00% | Add +9.3% | 141 | $7K |
| Salomon & Ludwin, LLC | 0.00% | New | 131 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 120 | $6K |
| CX Institutional | 0.00% | New | 118 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 115 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.3% | 108 | $6K |
| Keener Financial Planning LLC | 0.00% | No change | 115 | $5K |
| Pineridge Advisors LLC | 0.00% | New | 74 | $4K |
| Weaver Capital Management LLC | 0.00% | No change | 70 | $4K |
| National Bank of Canada | 0.00% | Reduce -44.8% | 69 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 67 | $3K |
| NewSquare Capital LLC | 0.00% | New | 60 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 44 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 38 | $2K |
| Tidemark, LLC | 0.00% | Reduce -90.2% | 26 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 21 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 11 | $574 |
"% 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.