Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $72.1M |
| Exits | 34 | $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.