Invesco S&P 500 Top 50 ETFXLGETF

13F holders, Q3 2025 (September 30)
566holders +15
58new positions
34sold out
5famous investors
$58.85avg. 13F price*

At the end of Q3 2025, 566 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 15 from Q2 2025. 58 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($615.3M), Morgan Stanley ($393.1M) and Bank of America Corp. ($244.4M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham 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

0200400600800 Q1 2024: 338Q1 2024Q2 2024: 384Q2 2024Q3 2024: 415Q3 2024Q4 2024: 473Q4 2024Q1 2025: 523Q1 2025Q2 2025: 551Q2 2025Q3 2025: 566Q3 2025Q4 2025: 645Q4 2025Q1 2026: 565Q1 2026Q2 2026: 583Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions58$72.1M
Exits34$36.3M

All 13F filers, Q2 2025 → Q3 2025: 11,958,353 shares bought and 7,627,134 shares sold, net +4,331,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 566 holders

LPL Financial LLC 0.18% Reduce -1.0% 10,697,695 $615.3M
Morgan Stanley 0.02% Add +3.2% 6,833,333 $393.1M
Bank of America Corp. 0.02% Add +7.3% 4,248,330 $244.4M
JPMorgan Chase & Co. 0.01% Add +53.6% 3,786,602 $217.8M
Wells Fargo & Company 0.04% Add +5.5% 3,759,673 $216.3M
Raymond James Financial Inc. 0.05% Add +1.2% 2,900,899 $166.9M
Principle Wealth Partners LLC 9.16% Add +2.2% 2,741,301 $157.7M
Bank of New York Mellon Corp 0.03% Add +0.3% 2,470,451 $142.1M
Bank of Montreal 0.06% Add +0.3% 133,366 $140.2M
Wealth Enhancement Advisory Services, LLC 0.21% Reduce -0.7% 2,412,194 $139.4M
Ameriprise Financial Inc. 0.03% Add +46.5% 2,296,020 $132.1M
Johnson Financial Group, Inc. 4.42% Add +17.5% 2,045,865 $117.7M
Envestnet Asset Management Inc. 0.03% Add +11.1% 1,963,989 $113.0M
UBS Group AG 0.02% Reduce -16.2% 1,924,260 $110.7M
Osaic Holdings, Inc. 0.13% Add +45.7% 1,708,711 $95.7M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -5.0% 1,596,149 $91.8M
Royal Bank of Canada 0.02% Reduce -12.0% 1,525,205 $87.7M
Means Investment Co., Inc. 6.95% Add +2.6% 1,396,283 $80.3M
GPS Wealth Strategies Group, LLC 8.22% Add +1.5% 1,353,307 $77.8M
Lido Advisors, LLC 0.30% Add +0.1% 1,260,447 $72.5M
Invesco Ltd. 0.01% Reduce -2.8% 1,108,233 $63.7M
Advocacy Wealth Management, LLC 2.73% Add +56.6% 1,094,754 $63.0M
Bogart Wealth, LLC 2.52% Reduce -0.4% 1,079,721 $62.1M
Sanctuary Advisors, LLC 0.34% Add +45.6% 1,041,163 $59.9M
Austin Private Wealth, LLC 4.28% Add +82.9% 965,569 $55.5M
Stifel Financial Corp. 0.05% Add +1.1% 924,507 $53.2M
Clearstead Advisors, LLC 0.75% Reduce -2.2% 896,625 $51.6M
Two Sigma Investments, LP 0.08% Reduce -40.6% 886,250 $51.0M
MML Investors Services, LLC 0.12% Reduce -1.4% 781,080 $44.9M
Demars Financial Group, LLC 15.29% Add +3.9% 767,505 $44.1M
HighTower Advisors, LLC 0.05% Add +5.9% 723,647 $41.6M
Private Advisor Group, LLC 0.19% Reduce -49.2% 674,316 $38.8M
Cetera Investment Advisers 0.04% Add +22.9% 654,629 $37.7M
Jones Financial Companies LLLP 0.02% Add +19.9% 569,902 $32.6M
Apexium Financial, LP 1.57% Add +1.0% 560,842 $32.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.81% Add +114.8% 543,511 $31.3M
Cedar Wealth Management, LLC 9.55% Add +13.5% 541,680 $31.2M
Stratos Wealth Partners, LTD. 0.34% Add +5.1% 502,299 $28.9M
Gladstone Institutional Advisory LLC 1.10% Reduce -1.5% 497,125 $28.6M
Quattro Financial Advisors LLC 8.59% Reduce -1.7% 471,702 $27.1M
Integrated Wealth Concepts LLC 0.22% Reduce -31.7% 430,690 $24.8M
Commonwealth Equity Services, LLC 0.03% Reduce -12.9% 420,303 $24.2M
Horst & Graben Wealth Management LLC 3.55% Add +116.5% 404,356 $23.3M
Physician Wealth Advisors, Inc. 3.29% Add +116.5% 401,671 $23.1M
Baird Financial Group, Inc. 0.04% Add +0.5% 393,728 $22.6M
Kestra Advisory Services, LLC 0.10% Add +17.4% 378,433 $21.8M
Global Retirement Partners, LLC 0.48% Add +13.8% 376,592 $21.7M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -36.6% 369,000 $21.2M
Core Wealth Advisors, Inc. 5.52% Add +1.9% 368,257 $21.2M
Citigroup Inc. 0.01% Add +13.8% 367,480 $21.1M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -6.0% 359,886 $20.7M
Ashton Thomas Securities, LLC 2.82% Add +138.8% 351,160 $20.2M
Equitable Holdings, Inc. 0.14% Add +26.8% 332,868 $19.1M
One Wealth Advisors, LLC 2.36% Add +117.4% 326,813 $18.8M
CFS Investment Advisory Services, LLC 1.32% Add +92.3% 302,360 $17.7M
Rockefeller Capital Management L.P. 0.03% Add +3.0% 308,374 $17.7M
Summit Financial, LLC 0.26% Add +43.0% 298,970 $17.2M
Segment Wealth Management, LLC 1.02% Reduce -1.4% 295,297 $17.0M
Goldman Sachs Group Inc. 0.00% Reduce -19.0% 279,565 $16.1M
Farther Finance Advisors, LLC 0.24% Add +7.9% 275,860 $15.9M
Keystone Financial Group 1.21% Add +64.6% 275,578 $15.9M
IFG Advisory, LLC 0.71% Add +10.7% 273,271 $15.7M
Bank Hapoalim BM 1.94% Add +59.0% 262,000 $15.1M
Stonebrook Private Inc. 3.16% Add +152.1% 254,509 $14.6M
Mercer Global Advisors Inc. 0.02% Add +44.7% 251,531 $14.5M
POM Investment Strategies, LLC 7.72% Add +22.7% 246,792 $14.2M
Security Financial Services, INC. 2.27% Add +387.8% 243,614 $14.0M
Cyr Financial Inc. 9.56% Add +3.7% 243,250 $14.0M
NewEdge Advisors, LLC 0.06% Add +9.4% 238,762 $13.7M
One Capital Management, LLC 0.44% Reduce -16.8% 238,579 $13.7M
Mariner, LLC 0.02% Add +19.4% 238,137 $13.7M
PMG Wealth Management, Inc. 10.07% Add +0.3% 230,922 $13.2M
ShoreHaven Wealth Partners, LLC 4.81% Add +57.4% 225,830 $13.0M
OneDigital Investment Advisors LLC 0.13% Reduce -2.3% 217,191 $12.5M
Precedent Wealth Partners, LLC 2.66% Add +1.0% 209,932 $12.1M
PFG Advisors 0.49% Add +278.3% 209,166 $12.0M
Tsfg, LLC 1.89% Add +115.4% 206,829 $11.9M
Thoroughbred Financial Services, LLC 0.73% Add +9.8% 205,360 $11.8M
AE Wealth Management LLC 0.07% Add +58.7% 200,688 $11.5M
Centaurus Financial, Inc. 0.53% Reduce -2.2% 197,349 $11.4M
Avestar Capital, LLC 0.80% Reduce -7.2% 194,989 $11.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.74% Add +24.5% 188,268 $10.8M
Capstone Wealth Management Group, LLC 4.41% New 180,861 $10.4M
Tudor Investment Corporation 0.07% New 180,752 $10.4M
World Investment Advisors 0.21% Reduce -8.6% 178,057 $10.2M
Maia Wealth LLC 1.69% Add +116.6% 168,555 $10.1M
Park Avenue Securities LLC 0.08% Add +46.0% 174,451 $10.0M
JSF Financial, LLC 2.18% Reduce -0.3% 170,686 $9.8M
Vertex Planning Partners, LLC 1.87% Add +101.8% 169,614 $9.8M
Consolidated Portfolio Review Corp 1.22% Add +36.8% 168,296 $9.7M
Atria Investments, Inc 0.11% Reduce -14.9% 164,835 $9.5M
Asset Allocation Strategies LLC 1.86% Reduce -18.4% 163,390 $9.4M
U.S. Capital Wealth Advisors, LLC 0.25% Add +143.8% 162,216 $9.3M
Janney Montgomery Scott LLC 0.02% Add +51.0% 162,077 $9.3M
McNaughton Wealth Management, LLC 3.86% Add +80.6% 159,205 $9.2M
Johnson Investment Counsel Inc. 0.08% Reduce -0.6% 156,967 $9.0M
Concurrent Investment Advisors, LLC 0.15% Add +11.0% 156,031 $9.0M
Hobbs Wealth Management, LLC 7.49% Add +93.0% 155,319 $8.9M
Mayflower Financial Advisors, LLC 1.09% Add +125.4% 151,235 $8.7M
Stratos Wealth Advisors, LLC 0.41% Add +3.6% 148,021 $8.5M
Cambria Investment Management, L.P. 0.51% New 145,586 $8.4M
Empowered Funds, LLC 0.08% New 145,586 $8.4M
Jackson Wealth Management, LLC 0.82% Add +1.8% 142,013 $8.2M
KPP Advisory Services LLC 1.21% Add +4.8% 141,144 $8.1M
Mutual Advisors, LLC 0.18% Add +13.6% 138,922 $8.1M
D.A. Davidson & Co. 0.05% Add +0.3% 137,398 $7.9M
Seros Financial, LLC 4.74% Add +0.2% 136,129 $7.8M
Aspire Capital Advisors LLC 1.90% Add +55.1% 133,700 $7.7M
Renaissance Technologies 0.01% Add +1001.7% 128,900 $7.4M
Elevation Capital Advisory, LLC 2.95% Reduce -24.0% 128,287 $7.4M
Snowden Capital Advisors LLC 0.20% Add +80.9% 124,695 $7.2M
Crescent Grove Advisors, LLC 0.65% No change 117,638 $6.8M
Client First Capital LLC 2.95% Reduce -3.1% 115,067 $6.6M
Gen-Wealth Partners Inc 2.13% Add +107.1% 109,810 $6.3M
Sage Mountain Advisors LLC 0.35% Add +1.9% 107,683 $6.2M
HRT Financial LP 0.02% Add +580.4% 107,416 $6.2M
Gotham Asset Management 0.03% Add +602.8% 105,818 $6.1M
Tradition Wealth Management, LLC 0.44% Add +91.3% 103,841 $6.0M
Western Wealth Management, LLC 0.32% Add +2.5% 103,611 $6.0M
Apeiron RIA LLC 1.34% Add +78.2% 103,493 $6.0M
Centennial Bank 2.33% Add +2.4% 102,975 $5.9M
Mgo One Seven LLC 0.14% Add +5.1% 102,357 $5.9M
Principal Securities, Inc. 0.10% Reduce -1.1% 100,374 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +31.8% 99,227 $5.7M
Jane Street Group, LLC 0.01% New 99,138 $5.7M
Integrity Alliance, Llc. 0.26% Add +105.5% 97,291 $5.6M
PAX Financial Group, LLC 0.97% Reduce -4.6% 94,071 $5.4M
Ashton Thomas Private Wealth, LLC 0.14% Add +68.4% 93,912 $5.4M
Comprehensive Financial Planning, Inc. 3.63% Add +0.8% 92,167 $5.3M
Cwm, LLC 0.02% Add +0.3% 90,602 $5.2M
Bawa N Mallick Trust 1.96% No change 90,000 $5.2M
Leavell Investment Management, Inc. 0.21% Add +16.9% 85,867 $4.9M
Stenger Family Office, LLC 1.01% Reduce -66.4% 82,407 $4.9M
Focus Financial Network, Inc. 0.17% Add +6.2% 85,308 $4.9M
HBW Advisory Services LLC 0.54% Add +3.4% 83,883 $4.8M
Great Valley Advisor Group, Inc. 0.10% Reduce -6.3% 83,556 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Add +2.5% 81,872 $4.7M
Transcend Capital Advisors, LLC 0.33% Add +5.8% 81,163 $4.7M
Ackerman Asset Management, LLC 3.33% No change 80,835 $4.6M
Financial Advocates Investment Management 2.60% Reduce -7.5% 80,409 $4.6M
Pinnacle Family Advisors, LLC 2.02% Reduce -1.6% 80,372 $4.6M
Fortis Group Advisors, LLC 0.78% Add +0.7% 75,735 $4.5M
GTS Securities LLC 0.17% Add +1816.2% 76,571 $4.4M
Truist Financial Corp. 0.01% Add +4.8% 74,782 $4.3M
Hutchens & Kramer Investment Management Group, LLC 1.68% Add +8.8% 74,285 $4.3M
Theory Financial LLC 1.48% Add +101.3% 72,229 $4.2M
Truvestments Capital LLC 0.75% Reduce -13.4% 72,608 $4.2M
M1 Capital Management LLC 1.78% Add +9.8% 71,828 $4.1M
RIA Advisory Group LLC 1.03% Reduce -5.3% 69,196 $4.0M
Foronjy Financial LLC 1.73% Add +9.6% 68,590 $3.9M
Laraway Financial Advisors Inc 2.66% Add +3.6% 67,630 $3.9M
City Center Advisors, LLC 3.74% Add +22.1% 66,871 $3.8M
Elevation Point Wealth Partners, LLC 0.27% New 66,322 $3.8M
Vestmark Advisory Solutions, Inc. 0.07% New 66,322 $3.8M
Transcendent Capital Group LLC 1.67% New 64,897 $3.7M
Gallagher Fiduciary Advisors, LLC 0.14% Add +0.1% 64,080 $3.7M
Bush Investment Group, LLC 2.15% Add +104.3% 63,209 $3.6M
Focus Partners Wealth 0.01% Reduce -4.4% 62,529 $3.6M
Allen Investment Management, LLC 0.04% No change 61,636 $3.5M
Copia Wealth Management 2.63% Reduce -0.1% 61,586 $3.5M
Sigma Planning Corp 0.10% Reduce -17.9% 61,319 $3.5M
KCM Investment Advisors LLC 0.11% Reduce -4.0% 59,775 $3.4M
FFG Retirement Advisors LLC 2.12% Add +64.0% 59,426 $3.4M
Lifelong Wealth Advisors, Inc. 1.01% Add +13.6% 59,016 $3.4M
Fisher Asset Management 0.00% Reduce -14.3% 58,209 $3.3M
&partners 0.02% Add +19.3% 58,018 $3.3M
Firethorn Wealth Partners, LLC 1.31% Add +117.0% 58,015 $3.3M
Sowell Financial Services LLC 0.13% Reduce -2.2% 57,285 $3.3M
Flagship Wealth Advisors, LLC 1.08% Reduce -4.3% 56,938 $3.3M
Oppenheimer & Co. Inc. 0.04% Reduce -14.9% 56,513 $3.3M
Independent Financial Group, LLC 0.08% Reduce -2.8% 56,485 $3.2M
Dana Investment Advisors, Inc. 0.09% Add +2.3% 54,909 $3.2M
J.W. Cole Advisors, Inc. 0.06% Add +6.5% 54,807 $3.2M
Tower Research Capital LLC (TRC) 0.09% Add +1012.4% 54,505 $3.1M
Arete Wealth Advisors, LLC 0.20% Reduce -4.5% 54,188 $3.1M
US Bancorp \de 0.00% Add +1.2% 53,822 $3.1M
Avidian Wealth Enterprises, LLC 0.12% Add +111.7% 53,461 $3.1M
Leo Wealth, LLC 0.40% Reduce -57.7% 53,174 $3.1M
Institute for Wealth Management, LLC. 0.31% Reduce -5.8% 51,744 $3.0M
WealthPLAN Partners, LLC 0.43% Add +114.6% 49,929 $2.9M
Portus Wealth Advisors, LLC 2.81% — 49,053 $2.8M
Bulwark Capital Corp 2.18% No change 48,736 $2.8M
Smith Shellnut Wilson LLC 1.08% Add +4.8% 48,725 $2.8M
Cresta Advisors, Ltd. 1.25% Add +2.1% 48,545 $2.8M
Summit Financial Consulting LLC 2.23% Add +7.0% 48,523 $2.8M
WealthTrak Capital Management LLC 2.18% Add +202.4% 45,962 $2.6M
Milestone Asset Management Group, LLC 1.65% Add +3.5% 45,713 $2.6M
Capstone Wealth Management Group LLC 1.62% Reduce -0.5% 44,221 $2.5M
Sapient Capital LLC 0.04% No change 43,900 $2.5M
FMR LLC 0.00% Add +1.7% 43,673 $2.5M
Wedbush Securities Inc. 0.08% Add +14.7% 43,296 $2.5M
Clear Creek Financial Management, LLC 0.22% Add +4.8% 43,277 $2.5M
Comerica Bank 0.01% Reduce -3.6% 42,958 $2.5M
LWM Advisory Services, LLC 1.43% Add +21.9% 42,778 $2.5M
McAdam, LLC 0.12% Reduce -4.9% 41,607 $2.4M
Orion Porfolio Solutions, LLC 0.02% Add +8.8% 40,377 $2.3M
Merkkuri Wealth Advisors LLC 1.65% Add +108.0% 39,560 $2.3M
Balance Wealth Partners LLC 0.56% No change 39,399 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.28% Add +125.2% 38,695 $2.2M
Walker Asset Management, LLC 1.25% Add +5.9% 38,617 $2.2M
WealthPlan Investment Management, LLC 0.15% No change 38,568 $2.2M
Brown Advisory Inc. 0.00% Add +22.8% 38,424 $2.2M
Sutton Place Investors LLC 1.23% Add +91.4% 37,483 $2.2M
WMG Financial Advisors, LLC 0.72% Reduce -2.9% 37,403 $2.2M
Captrust Financial Advisors 0.00% Add +10.0% 37,083 $2.1M
Wealthspire Retirement, LLC 0.14% Reduce -1.5% 36,985 $2.1M
RDA Financial Network 0.52% Add +54.7% 36,742 $2.1M
Verus Capital Partners, LLC 0.16% Add +141.2% 36,347 $2.1M
Moller Wealth Partners 0.44% Reduce -1.1% 36,312 $2.1M
Curtis Advisory Group, LLC 0.47% Add +0.5% 35,966 $2.1M
Greenleaf Trust 0.02% No change 35,220 $2.0M
Lanark Financial, Inc. 0.15% Add +0.6% 34,325 $2.0M
Harbour Investments, Inc. 0.04% Add +75.5% 34,311 $2.0M
NTV Asset Management LLC 0.21% Add +0.9% 34,158 $2.0M
Nations Financial Group Inc, /Ia/ 0.12% Add +1.8% 34,052 $2.0M
Compass Ion Advisors, LLC 0.19% Add +1.4% 33,723 $1.9M
Goodwin Investment Advisory 2.08% No change 33,660 $1.9M
Creative Planning 0.00% Reduce -4.5% 33,475 $1.9M
Diversified Enterprises, LLC 0.13% Add +4.0% 33,312 $1.9M
BlackRock, Inc. 0.00% Add +68.6% 33,006 $1.9M
Brookstone Capital Management 0.02% Add +5.4% 32,914 $1.9M
Nwam LLC 0.10% Add +113.6% 31,962 $1.9M
Aptus Capital Advisors, LLC 0.02% Add +0.1% 31,938 $1.8M
Foundations Investment Advisors, LLC 0.03% Add +76.3% 31,888 $1.8M
Ethos Financial Group, LLC 0.14% Add +0.8% 31,424 $1.8M
Vantage Point Financial LLC 0.68% Add +98.9% 30,381 $1.7M
Cannon Advisors, Inc. 1.17% Add +40.4% 29,829 $1.7M
Colonial River Investments, LLC 0.64% Add +15.9% 30,105 $1.7M
Axxcess Wealth Management, LLC 0.04% Add +20.4% 29,980 $1.7M
Susquehanna International Group, LLP 0.00% New 29,792 $1.7M
Ameritas Advisory Services, LLC 0.11% Reduce -41.5% 29,672 $1.7M
Redwood Investment Management, LLC 0.18% Add +10.3% 29,650 $1.7M
Advisory Services Network, LLC 0.03% Add +54.4% 29,610 $1.7M
Private Trust Co. NA 0.15% Add +10.2% 28,957 $1.7M
PCG Wealth Advisors, LLC 0.48% New 28,716 $1.7M
Capital CS Group, LLC 2.70% Add +3.6% 28,584 $1.6M
Fullcircle Wealth LLC 0.56% Add +119.9% 26,913 $1.6M
Signal Advisors Wealth, LLC 0.14% Add +65.8% 27,125 $1.6M
FWG Investments, LLC. 1.06% Reduce -8.8% 26,958 $1.6M
Iams Wealth Management, LLC 0.62% Add +31.5% 26,822 $1.5M
Quantinno Capital Management LP 0.00% Add +61.8% 26,804 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -2.3% 26,877 $1.5M
Columbia Advisory Partners LLC 1.04% Reduce -2.5% 26,260 $1.5M
Strategic Blueprint, LLC 0.06% Add +17.8% 25,808 $1.5M
Claro Advisors Inc. 0.21% Reduce -15.8% 24,770 $1.4M
Kane Investment Management, Inc. 0.69% Reduce -1.7% 24,644 $1.4M
Merit Financial Group, LLC 0.01% Reduce -4.4% 24,312 $1.4M
Beacon Financial Advisory LLC 0.32% Add +92.5% 24,111 $1.4M
Florida Financial Advisors, LLC 0.42% Reduce -45.5% 23,804 $1.4M
Moneco Advisors, LLC 0.11% Reduce -0.6% 23,271 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +3.5% 22,988 $1.3M
Perigon Wealth Management, LLC 0.03% Reduce -3.0% 22,854 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Add +2.3% 22,841 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +21.0% 22,347 $1.3M
RFG Advisory, LLC 0.03% New 22,340 $1.3M
Lansing Street Advisors 0.34% Reduce -0.7% 22,117 $1.3M
Spire Wealth Management 0.04% Add +6.5% 22,040 $1.3M
Hilltop Holdings Inc. 0.07% Add +6.5% 21,938 $1.3M
Blair William & Co. 0.00% Reduce -10.8% 21,479 $1.2M
Keystone Wealth Services, LLC 0.27% Reduce -6.8% 21,397 $1.2M
Sequent Planning LLC 0.34% Add +8.3% 20,731 $1.2M
Hilltop National Bank 0.29% No change 20,650 $1.2M
WBH Advisory Inc. 0.09% Add +0.1% 20,639 $1.2M
Madrona Financial Services, LLC 0.26% Reduce -3.6% 20,381 $1.2M
Belpointe Asset Management LLC 0.04% Add +284.4% 20,364 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.40% Add +106.2% 20,338 $1.2M
Silver Oak Securities, Incorporated 0.09% Reduce -66.7% 20,291 $1.2M
Clearview Wealth Advisors LLC 0.74% Add +15.0% 20,121 $1.2M
Integrated Advisors Network LLC 0.05% Add +19.6% 20,030 $1.2M
Ausdal Financial Partners, Inc. 0.06% Add +60.7% 19,981 $1.1M
Milestones Private Investment Advisors LLC 0.77% Add +7.9% 19,644 $1.1M
Wealthcare Advisory Partners LLC 0.02% Reduce -0.2% 19,595 $1.1M
KG Capital Management 0.31% Reduce -4.7% 19,445 $1.1M
Snider Financial Group 0.30% Add +2.2% 19,095 $1.1M
Kickstand Ventures, Llc. 0.24% Add +119.0% 19,004 $1.1M
Smartleaf Asset Management LLC 0.07% Add +104.1% 19,082 $1.1M
Horizon Wealth Management, LLC 0.16% Reduce -1.1% 18,852 $1.1M
Capital Wealth Alliance, LLC 0.54% Add +53.8% 18,765 $1.1M
Davies Financial Advisors, Inc. 0.87% Reduce -1.4% 18,660 $1.1M
Synergy Asset Management, LLC 0.04% Add +202.0% 19,443 $1.0M
Great Diamond Partners, LLC 0.20% Add +0.3% 18,024 $1.0M
Evolution Wealth Management Inc. 1.06% Reduce -8.0% 17,986 $1.0M
NFSG Corp 0.15% Reduce -3.7% 17,854 $1.0M
MN Wealth Advisors, LLC 0.54% Add +97.5% 17,573 $1.0M
VestGen Advisors, LLC 0.03% Add +57.9% 17,452 $1.0M
Tempus Wealth Planning, LLC 0.23% Add +78.2% 17,195 $989K
Catalina Capital Group, LLC 0.61% Add +68.3% 17,099 $984K
Main Street Financial Solutions, LLC 0.06% Add +22.4% 17,003 $978K
Synovus Financial Corp. 0.01% Add +77.7% 17,002 $978K
CoreCap Advisors, LLC 0.03% Add +62.3% 16,669 $959K
Seneca House Advisors 0.38% Add +1.3% 16,477 $948K
LexAurum Advisors, LLC 0.13% Add +8.3% 16,325 $939K
Maripau Wealth Management LLC 0.47% Add +98.2% 16,147 $929K
Mather Group, Llc. 0.01% No change 16,120 $927K
IFP Advisors, Inc 0.02% Add +1.2% 16,098 $926K
Del-Sette Capital Management, LLC 0.57% Add +0.7% 16,071 $924K
Cyndeo Wealth Partners, LLC 0.05% Add +0.7% 15,207 $875K
Fortis Capital Advisors, LLC 0.14% New 15,101 $869K
MSH Capital Advisors LLC 0.23% Add +86.0% 15,097 $868K
Beacon Financial Group 0.08% Add +40.1% 14,942 $859K
OMNI 360 Wealth, Inc. 0.48% Add +61.0% 14,881 $856K
Cerity Partners LLC 0.00% Add +6.4% 14,561 $838K
Empower Advisory Group, LLC 0.00% Add +5.2% 14,158 $814K
IHT Wealth Management, LLC 0.02% Add +31.4% 14,031 $807K
Fulcrum Equity Management 0.81% Add +127.4% 13,868 $798K
Corient Private Wealth LP 0.00% New 13,663 $786K
Avant Capital LLC 0.55% Add +4.6% 13,500 $777K
North Star Investment Management Corp. 0.05% Add +0.0% 13,456 $774K
United Advisor Group, LLC 0.10% Reduce -1.2% 13,367 $769K
CreativeOne Wealth, LLC 0.02% Reduce -70.2% 13,363 $769K
Empirical Asset Management, LLC 0.21% Add +57.0% 13,354 $768K
Summit Asset Management, LLC 0.12% No change 13,090 $753K
Resurgent Financial Advisors LLC 0.37% Add +87.0% 13,038 $750K
Emergent Wealth Advisors, LLC 0.43% Add +21.6% 12,965 $746K
Joel Isaacson & Co., LLC 0.03% Add +0.1% 12,642 $727K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +55.4% 12,587 $724K
NWF Advisory Services Inc. 0.08% Add +0.0% 12,447 $716K
AQR Capital Management 0.00% Add +22.5% 12,345 $710K
Key Client Fiduciary Advisors, LLC 0.24% Add +6.1% 12,256 $705K
Alteri Wealth LLC 0.24% Add +15.6% 12,059 $694K
First Heartland Consultants, Inc. 0.05% Add +1.1% 11,820 $680K
Magnus Financial Group LLC 0.05% Add +53.9% 11,774 $677K
Benjamin Edwards Inc. 0.01% Add +0.1% 11,662 $671K
Caliber Wealth Management, LLC / KS 0.07% Add +123.4% 11,585 $666K
SteelPeak Wealth, LLC 0.02% No change 11,435 $658K
OmniStar Financial Group, Inc. 0.40% Add +5.8% 11,381 $655K
Fortune 45 LLC 0.33% Add +2.8% 11,387 $652K
Samalin Investment Counsel, LLC 0.23% Add +0.8% 11,335 $652K
Fifth Third Securities, Inc. 0.04% Reduce -74.2% 11,334 $652K
Choreo, LLC 0.01% Add +0.8% 11,320 $651K
Creative Financial Designs Inc. 0.04% Reduce -0.7% 11,302 $650K
Trilogy Capital Inc. 0.03% Reduce -12.0% 11,274 $648K
Selective Wealth Management, Inc. 0.21% No change 11,172 $646K
Baker Avenue Asset Management, LP 0.02% Add +4.8% 11,204 $644K
Kohmann Bosshard Financial Services, LLC 0.07% No change 11,090 $638K
Leslie Global Wealth, LLC 0.30% Reduce -34.3% 11,009 $633K
Calton & Associates, Inc. 0.09% Add +37.4% 10,980 $632K
FOCUS Wealth Advisors, LLC 0.30% No change 10,920 $628K
Maridea Wealth Management LLC 0.10% Add +30.8% 10,677 $621K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -39.6% 10,770 $619K
Insight Advisors, LLC/ PA 0.09% Add +10.8% 10,699 $616K
Partners Wealth Management, LLC 0.60% Reduce -51.2% 10,628 $611K
Kingsview Wealth Management, LLC 0.01% Reduce -2.8% 10,532 $606K
Moloney Securities Asset Management, LLC 0.07% Add +9.3% 10,397 $598K
Waverly Advisors, LLC 0.01% Add +18.2% 10,318 $593K
Global Strategic Investment Solutions, LLC 0.06% Add +0.0% 10,059 $579K
Sovran Advisors, LLC 0.05% Add +127.6% 9,692 $578K
GFS Advisors, LLC 0.07% Add +101.0% 10,050 $578K
Compass Capital Management, Inc. 0.03% New 10,000 $575K
Money Concepts Capital Corp. 0.04% Add +3.1% 9,863 $567K
Spectrum Planning & Advisory Services Inc. 0.32% Add +36.7% 9,826 $565K
Balboa Wealth Partners 0.10% Add +1.6% 9,812 $564K
ELCO Management Co., LLC 0.29% Add +7.7% 9,750 $561K
Insigneo Advisory Services, LLC 0.04% Reduce -2.7% 9,734 $560K
Three Magnolias Financial Advisors, LLC 0.35% Reduce -6.7% 9,700 $558K
Wedmont Private Capital 0.02% No change 9,641 $557K
Lee Johnson Capital Management, LLC 0.18% New 9,549 $549K
Savant Capital, LLC 0.00% No change 9,359 $538K
Retirement Planning Group, LLC / NY 0.40% New 9,272 $533K
Wealth Alliance, LLC 0.05% New 9,217 $530K
Founders Financial Alliance, LLC 0.10% Add +4.1% 9,117 $524K
Cadent Capital Advisors, LLC 0.14% New 9,056 $521K
MassMutual Private Wealth & Trust, FSB 0.01% Add +4.1% 8,914 $513K
MainStreet Investment Advisors LLC 0.07% No change 8,565 $493K
Investors Research Corp 0.09% Add +19.7% 8,482 $488K
Darrow Company, Inc. 0.23% No change 8,436 $487K
Wealthgarden F.S. LLC 0.35% Add +94.5% 8,319 $484K
Smith, Moore & Co. 0.04% No change 8,415 $484K
Mezzasalma Advisors, LLC 0.12% No change 8,411 $484K
Global Financial Private Client, LLC 0.17% Add +0.1% 8,231 $473K
PNC Financial Services Group, Inc. 0.00% Reduce -17.1% 8,162 $469K
Cornerstone Wealth Group, LLC 0.03% No change 8,130 $468K
Brighton Jones LLC 0.01% Add +11.3% 8,053 $463K
Evergreen Capital Management LLC 0.01% No change 8,020 $461K
Syntegra Private Wealth Group, LLC 0.04% New 7,941 $457K
Cooper Financial Group 0.05% Add +11.4% 7,770 $447K
BlueChip Wealth Advisors LLC 0.19% Reduce -59.6% 7,705 $443K
Catalyst Financial Partners LLC 0.05% Add +40.5% 7,693 $443K
Carr Financial Group Corp 0.12% Reduce -8.9% 7,691 $442K
Allspring Global Investments Holdings, LLC 0.00% New 7,600 $438K
Pinnacle Financial Partners Inc 0.01% Reduce -14.2% 7,576 $436K
Garden State Investment Advisory Services LLC 0.11% Add +1.2% 7,575 $436K
Smith Salley Wealth Management 0.02% Add +0.2% 7,567 $435K
Essex Bank 0.10% No change 7,552 $434K
Prospera Financial Services Inc 0.01% Add +32.7% 7,429 $428K
Valley Brook Capital Group, Inc. 0.28% Add +1.4% 7,300 $420K
Total Clarity Wealth Management, Inc. 0.11% Add +7.0% 7,214 $415K
Rollins Financial Advisors, LLC 0.06% Add +9.8% 7,122 $410K
DAVENPORT & Co LLC 0.00% Add +16.7% 7,003 $403K
Secure Asset Management, LLC 0.07% Add +10.9% 6,858 $396K
University of Texas/Texas Am Investment Management Co. 0.06% No change 6,863 $395K
Sharkey, Howes & Javer 0.05% New 6,704 $386K
National Wealth Management Group, LLC 0.15% New 6,697 $385K
Soundwatch Capital LLC 0.06% Reduce -99.8% 6,622 $381K
Runnymede Capital Advisors, Inc. 0.31% No change 6,504 $374K
Two Sigma Securities, LLC 0.05% New 6,379 $367K
Redhawk Wealth Advisors, Inc. 0.04% Add +3.8% 6,337 $364K
Bank of New Hampshire 0.08% No change 6,320 $364K
Uptick Partners, LLC 0.10% Reduce -0.7% 6,293 $362K
Tiaa Trust, National Association 0.00% Reduce -15.1% 6,242 $359K
Traynor Capital Management, Inc. 0.02% New 6,190 $356K
Parcion Private Wealth LLC 0.02% No change 6,188 $356K
DRW Securities, LLC 0.02% No change 6,150 $351K
Cassaday & Co Wealth Management LLC 0.01% Add +19.9% 6,022 $346K
Americana Partners, LLC 0.01% No change 5,954 $342K
Neuberger Berman Group LLC 0.00% Add +43.7% 5,931 $341K
Soltis Investment Advisors LLC 0.02% New 5,873 $338K
McDonald Partners LLC 0.10% Reduce -43.5% 5,845 $336K
Fiduciary Alliance LLC 0.02% Reduce -6.8% 5,778 $332K
Well Done, LLC 0.06% No change 5,712 $329K
Advisory Alpha, LLC 0.01% Reduce -0.6% 5,490 $317K
Embree Financial Group 0.04% No change 5,511 $317K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +20.9% 5,443 $313K
Future Financial Wealth Managment LLC 0.20% Reduce -13.7% 5,440 $313K
Novak & Powell Financial Services, Inc. 0.16% No change 5,372 $309K
Per Stirling Capital Management, LLC. 0.04% Add +22.3% 5,335 $307K
MinichMacGregor Wealth Management, LLC 0.06% New 5,319 $306K
Kingswood Wealth Advisors, LLC 0.02% Add +27.7% 5,273 $303K
Medallion Wealth Advisors, LLC 0.11% Add +0.4% 5,250 $302K
Gentry Private Wealth, LLC 0.21% No change 5,230 $301K
Keeler & Nadler Financial Planning & Wealth Management 0.11% Reduce -23.2% 5,181 $298K
Waddell & Associates, LLC 0.02% No change 5,085 $292K
Aviso Wealth Management 0.13% Add +10.0% 5,081 $292K
Geneos Wealth Management Inc. 0.01% Add +5.0% 5,070 $292K
Level Four Advisory Services, LLC 0.01% Add +4.0% 5,052 $291K
Triad Wealth Partners, LLC 0.04% Reduce -17.4% 5,012 $288K
Somerset Group LLC 0.23% No change 5,000 $288K
Fairview Capital Investment Management, LLC 0.01% No change 5,000 $288K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 4,999 $288K
Wealth Architects, LLC 0.03% Add +0.4% 4,980 $286K
Simplex Trading, LLC 0.01% New 4,979 $286K
Pathstone Holdings, LLC 0.00% Add +6.5% 4,920 $283K
Game Plan Financial Advisors, LLC 0.13% Reduce -30.1% 4,865 $280K
Kelman-Lazarov, Inc. 0.04% Add +0.0% 4,820 $277K
Formidable Asset Management, LLC 0.04% New 5,320 $277K
Northern Trust Corp. 0.00% Reduce -81.3% 4,802 $276K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.6% 4,567 $263K
Summit Trail Advisors, LLC 0.00% New 4,560 $262K
Associated Banc-Corp 0.01% New 4,541 $261K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -53.1% 4,517 $260K
Fortis Advisors, LLC 0.15% New 4,481 $258K
AlTi Global, Inc. 0.01% New 4,419 $254K
Qube Research & Technologies Ltd 0.00% Reduce -55.1% 4,326 $249K
Ameriflex Group, Inc. 0.09% Reduce -8.1% 4,288 $247K
Brookwood Investment Group LLC 0.03% Add +6.1% 4,183 $241K
Burns Matteson Capital Management, LLC 0.10% No change 4,170 $240K
Allworth Financial LP 0.00% Add +9.0% 4,087 $235K
GatePass Capital, LLC 0.14% New 4,082 $235K
Prairie Wealth Advisors, Inc. 0.10% Add +0.1% 4,048 $233K
Pacific Sun Financial Corp 0.11% Reduce -40.9% 4,039 $232K
Lifeworks Advisors, LLC 0.03% No change 4,036 $232K
Perennial Investment Advisors, LLC 0.02% New 4,012 $231K
Clarus Group, Inc. 0.08% New 4,000 $230K
Barclays PLC 0.00% No change 4,000 $230K
Evoke Wealth, LLC 0.00% New 3,980 $229K
First Trust Advisors LP 0.00% New 3,953 $227K
Viawealth, LLC 0.12% No change 3,950 $227K
Centric Wealth Management 0.05% No change 3,780 $226K
Essex Financial Services, Inc. 0.01% No change 3,930 $226K
EverSource Wealth Advisors, LLC 0.01% Add +26.3% 3,907 $225K
Moneta Group Investment Advisors LLC 0.00% Reduce -52.5% 3,876 $223K
Granite Harbor Advisors, Inc. 0.09% Add +0.2% 3,849 $221K
Compass Capital Corp. /Ma/ 0.10% Reduce -19.6% 3,689 $220K
Matauro, LLC 0.04% New 3,825 $220K
DGS Capital Management, LLC 0.04% Reduce -17.8% 3,730 $215K
Vanguard Group Inc. 0.00% New 3,715 $214K
Valeo Financial Advisors, LLC 0.00% New 3,714 $214K
William Mack & Associates, Inc. 0.11% New 3,706 $213K
Hazlett, Burt & Watson, Inc. 0.07% Add +11.5% 3,630 $211K
Eclectic Associates Inc. 0.04% New 3,640 $209K
Independent Advisor Alliance 0.01% New 3,640 $209K
Redwood Financial Network Corp 0.13% Reduce -11.9% 3,630 $209K
Burke & Herbert Bank & Trust Co. 0.04% New 3,595 $207K
Silverlake Wealth Management LLC 0.05% New 3,565 $205K
Larson Financial Group LLC 0.01% Add +34.6% 3,561 $205K
Life Line Wealth Management LLC 0.06% New 3,532 $203K
Washington Trust Advisors, Inc. 0.01% No change 3,300 $190K
Icon Wealth Advisors, LLC 0.01% Add +0.9% 3,216 $185K
Fifth Third Bancorp 0.00% New 3,060 $176K
Alexis Investment Partners, LLC 0.01% New 2,860 $165K
American Capital Advisory, LLC 0.07% No change 2,750 $158K
AdvisorNet Financial, Inc 0.01% Add +116.6% 2,690 $155K
S.A. Mason LLC 0.07% No change 2,600 $150K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% Reduce -85.1% 2,301 $132K
CIBC Private Wealth Group LLC 0.00% Add +109.5% 2,095 $121K
Russell Investments Group, Ltd. 0.00% Add +31.8% 2,024 $116K
Key Financial Inc 0.02% Reduce -3.0% 1,892 $109K
Register Financial Advisors LLC 0.04% Add +45.1% 1,770 $102K
Root Financial Partners, LLC 0.01% New 1,760 $101K
Crews Bank & Trust 0.01% No change 1,750 $101K
Caitlin John, LLC 0.07% New 1,629 $94K
TD Waterhouse Canada Inc. 0.00% No change 1,580 $91K
Strategic Wealth Partners, Ltd. 0.01% Reduce -14.2% 1,504 $87K
Grey Fox Wealth Advisors, LLC 0.02% New 1,376 $79K
Main Street Group, LTD 0.03% No change 1,370 $79K
MTM Investment Management, LLC 0.02% No change 1,346 $77K
Assetmark, Inc. 0.00% Add +14.2% 1,332 $77K
JNBA Financial Advisors 0.01% No change 1,250 $72K
Archer Investment Corp 0.02% Add +3.8% 1,249 $72K
Signaturefd, LLC 0.00% No change 1,238 $71K
Winthrop Capital Management, LLC 0.02% No change 1,200 $69K
Rothschild Investment LLC 0.00% Add +18.0% 1,180 $68K
Ancora Advisors LLC 0.00% Add +93.5% 1,151 $66K
Luminist Capital LLC 0.06% No change 1,095 $63K
CGC Financial Services, LLC 0.02% Add +193.1% 1,026 $59K
Golden State Wealth Management, LLC 0.01% Add +0.1% 983 $57K
Reyes Financial Architecture, Inc. 0.04% New 960 $55K
New Republic Capital, LLC 0.02% Add +90.5% 960 $55K
Financial Gravity Asset Management, Inc. 0.01% — 889 $51K
Sound Income Strategies, LLC 0.00% Reduce -43.7% 838 $49K
LGT Financial Advisors LLC 0.10% Reduce -1.6% 778 $45K
Capital Investment Advisory Services, LLC 0.00% Reduce -6.0% 772 $44K
Concord Wealth Partners 0.01% Reduce -59.0% 759 $44K
Team Financial Group, LLC 0.02% Add +13.3% 751 $43K
Group One Trading LLC 0.00% Add +37.3% 736 $42K
Pinnacle Bancorp, Inc. 0.01% Reduce -5.3% 696 $40K
EPG Wealth Management LLC 0.01% No change 690 $40K
Millstone Evans Group, LLC 0.02% No change 636 $37K
Berbice Capital Management LLC 0.02% No change 624 $36K
Pension & Wealth Management Advisors, Inc. 0.01% Add +67.3% 604 $35K
Harbor Asset Planning, Inc. 0.03% Add +0.2% 604 $35K
SouthState Bank Corp 0.00% No change 600 $35K
Hager Investment Management Services, LLC 0.02% No change 550 $32K
Halbert Hargrove Global Advisors, LLC 0.00% No change 520 $30K
MAI Capital Management 0.00% Reduce -9.5% 512 $29K
Parallel Advisors, LLC 0.00% No change 508 $29K
MCF Advisors LLC 0.00% New 469 $27K
Y.D. More Investments Ltd 0.00% Reduce -36.1% 460 $26K
Horizon Investments, LLC 0.00% Reduce -2.1% 412 $24K
Blue Trust, Inc. 0.00% Reduce -58.4% 405 $23K
Ascentis Wealth Management, LLC 0.01% Reduce -2.4% 372 $21K
Sunbelt Securities, Inc. 0.00% New 350 $20K
Scarborough Advisors, LLC 0.00% Add +102.1% 287 $16K
Wealthspire Advisors, LLC 0.00% New 281 $16K
Abound Wealth Management 0.00% Add +23.8% 281 $16K
Signature Resources Capital Management, LLC 0.01% No change 259 $15K
Trust Co. of Vermont 0.00% No change 239 $14K
Founders Capital Management 0.01% No change 230 $13K
O'shaughnessy Asset Management, LLC 0.00% Add +112.0% 229 $13K
Murphy & Mullick Capital Management Corp 0.01% No change 200 $12K
Chung Wu Investment Group, LLC 0.01% No change 200 $12K
Fourth Dimension Wealth, LLC 0.00% No change 200 $12K
West Branch Capital LLC 0.00% No change 190 $11K
JFS Wealth Advisors, LLC 0.00% Reduce -2.2% 177 $10K
Brown Brothers Harriman & Co. 0.00% No change 166 $10K
WealthShield Partners, LLC 0.00% No change 158 $9K
Bokf, NA 0.00% New 154 $9K
Nalls Sherbakoff Group, LLC 0.01% No change 150 $9K
Painted Porch Advisors LLC 0.00% Add +3.5% 146 $8K
DHJJ Financial Advisors, Ltd. 0.00% No change 145 $8K
Salomon & Ludwin, LLC 0.00% Reduce -4.6% 125 $7K
CX Institutional 0.00% No change 118 $7K
Jackson Hole Capital Partners, LLC 0.00% New 118 $7K
Asset Dedication, LLC 0.00% No change 115 $7K
Keener Financial Planning LLC 0.00% No change 115 $6K
National Bank of Canada 0.00% Reduce -2.9% 67 $4K
Wagner Wealth Management, LLC 0.00% No change 67 $4K
Weaver Capital Management LLC 0.00% Reduce -15.7% 59 $3K
CVA Family Office, LLC 0.00% No change 45 $3K
KERR FINANCIAL PLANNING Corp 0.00% — 26 $2K
Tidemark, LLC 0.00% No change 26 $2K
Creekmur Asset Management LLC 0.00% No change 21 $1K
Cornerstone Planning Group LLC 0.00% New 20 $1K
Kiker Wealth Management, LLC 0.00% Reduce -98.1% 14 $805
Toth Financial Advisory Corp. 0.00% No change 11 $633
BNP Paribas Financial Markets 0.00% Reduce -90.9% 4 $230

"% 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.