Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q4 2025 (December 31)645holders +79
77new positions
34sold out
6famous investors
$59.26avg. 13F price*
At the end of Q4 2025, 645 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 79 from Q3 2025. 77 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($684.9M), Morgan Stanley ($413.6M) and Bank of America Corp. ($263.5M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 Top 50 ETF
- CUSIP
- 46137V233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $84.6M |
| Exits | 34 | $85.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,670,846 shares bought and 5,669,019 shares sold, net +2,001,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| LPL Financial LLC | 0.19% | Add +8.0% | 11,554,356 | $684.9M |
| Morgan Stanley | 0.02% | Add +2.1% | 6,977,609 | $413.6M |
| Bank of America Corp. | 0.02% | Add +4.6% | 4,445,357 | $263.5M |
| JPMorgan Chase & Co. | 0.02% | Add +1.4% | 3,841,051 | $227.7M |
| Wells Fargo & Company | 0.04% | Add +1.4% | 3,812,317 | $226.0M |
| Osaic Holdings, Inc. | 0.25% | Add +66.1% | 2,838,230 | $168.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -5.9% | 2,729,485 | $161.8M |
| Bank of New York Mellon Corp | 0.03% | Add +0.4% | 2,479,520 | $147.0M |
| Principle Wealth Partners LLC | 8.25% | Reduce -10.0% | 2,467,017 | $146.2M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +0.3% | 2,419,940 | $143.6M |
| Johnson Financial Group, Inc. | 4.48% | Reduce -1.4% | 2,017,792 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.9% | 1,981,406 | $117.5M |
| UBS Group AG | 0.02% | Reduce -3.3% | 1,860,745 | $110.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.2% | 1,717,253 | $101.7M |
| Royal Bank of Canada | 0.02% | Add +8.3% | 1,651,117 | $97.9M |
| Means Investment Co., Inc. | 7.31% | Add +4.9% | 1,464,216 | $86.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -23.1% | 1,227,063 | $72.7M |
| Lido Advisors, LLC | 0.29% | Reduce -0.8% | 1,250,287 | $72.6M |
| Advocacy Wealth Management, LLC | 2.86% | Add +5.3% | 1,152,408 | $68.3M |
| Bogart Wealth, LLC | 2.56% | Reduce -0.5% | 1,074,337 | $63.7M |
| Invesco Ltd. | 0.01% | Reduce -6.7% | 1,033,825 | $61.3M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -0.8% | 1,032,625 | $61.2M |
| Austin Private Wealth, LLC | 4.38% | Add +2.1% | 985,939 | $58.4M |
| Stifel Financial Corp. | 0.05% | Add +2.3% | 945,527 | $56.1M |
| Clearstead Advisors, LLC | 0.66% | Reduce -1.1% | 886,879 | $52.6M |
| MML Investors Services, LLC | 0.12% | Add +10.5% | 862,918 | $51.2M |
| Demars Financial Group, LLC | 15.77% | Add +3.6% | 795,098 | $47.1M |
| Cetera Investment Advisers | 0.05% | Add +17.0% | 766,097 | $45.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.8% | 718,253 | $42.6M |
| Private Advisor Group, LLC | 0.20% | Add +6.3% | 716,980 | $42.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.37% | Add +23.0% | 668,465 | $39.6M |
| Jones Financial Companies LLLP | 0.02% | Add +9.7% | 625,297 | $37.1M |
| United Capital Financial Advisors, LLC | 0.21% | New | 573,072 | $34.0M |
| Cedar Wealth Management, LLC | 10.06% | Add +4.8% | 567,653 | $33.7M |
| Brown Advisory Inc. | 0.05% | Add +1359.5% | 560,799 | $33.2M |
| Gladstone Institutional Advisory LLC | 1.17% | Add +5.0% | 521,774 | $30.9M |
| Kestra Advisory Services, LLC | 0.12% | Add +24.4% | 470,955 | $27.9M |
| Quattro Financial Advisors LLC | 8.29% | Reduce -0.7% | 468,345 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.2% | 436,691 | $25.9M |
| Stratos Wealth Partners, LTD. | 0.29% | Reduce -14.2% | 431,108 | $25.6M |
| Citigroup Inc. | 0.02% | Add +17.0% | 429,991 | $25.5M |
| Horst & Graben Wealth Management LLC | 3.78% | Add +4.4% | 421,968 | $25.0M |
| Physician Wealth Advisors, Inc. | 3.40% | Add +2.6% | 412,035 | $24.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.4% | 392,210 | $23.3M |
| Global Retirement Partners, LLC | 0.40% | Add +1.9% | 383,897 | $22.8M |
| Core Wealth Advisors, Inc. | 5.67% | Add +0.2% | 368,872 | $21.9M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -14.7% | 367,306 | $21.8M |
| EP Wealth Advisors, LLC | 0.11% | — | 362,426 | $21.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.4% | 359,751 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.4% | 358,333 | $21.2M |
| Stonebrook Private Inc. | 4.37% | Add +38.3% | 352,065 | $20.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -4.9% | 351,000 | $20.8M |
| One Wealth Advisors, LLC | 2.49% | Add +5.2% | 343,632 | $20.4M |
| Ashton Thomas Securities, LLC | 3.83% | Reduce -3.0% | 340,506 | $20.2M |
| Equitable Holdings, Inc. | 0.13% | Reduce -0.2% | 332,338 | $19.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.9% | 320,335 | $19.0M |
| CFS Investment Advisory Services, LLC | 1.33% | Add +1.9% | 308,147 | $18.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +22.0% | 306,782 | $18.2M |
| Segment Wealth Management, LLC | 1.01% | Reduce -0.2% | 294,637 | $17.5M |
| Keystone Financial Group | 1.26% | Add +4.2% | 287,094 | $17.0M |
| IFG Advisory, LLC | 0.72% | Add +2.6% | 280,299 | $16.6M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -1.6% | 271,431 | $16.1M |
| Bank Hapoalim BM | 1.40% | No change | 262,000 | $15.5M |
| PFG Advisors | 0.74% | Add +23.5% | 258,331 | $15.3M |
| POM Investment Strategies, LLC | 7.87% | Add +4.6% | 258,095 | $15.3M |
| AE Wealth Management LLC | 0.09% | Add +26.4% | 253,606 | $15.0M |
| Summit Financial, LLC | 0.22% | Reduce -15.4% | 252,968 | $15.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.01% | Add +34.2% | 252,643 | $15.0M |
| Security Financial Services, INC. | 2.30% | Add +1.5% | 247,258 | $14.7M |
| Tsfg, LLC | 2.19% | Add +19.4% | 246,889 | $14.6M |
| NewEdge Advisors, LLC | 0.05% | Add +1.6% | 242,488 | $14.4M |
| One Capital Management, LLC | 0.43% | Add +1.5% | 242,124 | $14.4M |
| PMG Wealth Management, Inc. | 10.06% | Add +0.3% | 231,510 | $13.7M |
| ShoreHaven Wealth Partners, LLC | 4.92% | Add +2.4% | 231,285 | $13.7M |
| Cyr Financial Inc. | 8.54% | Reduce -5.1% | 230,937 | $13.7M |
| Mariner, LLC | 0.02% | Reduce -3.5% | 229,729 | $13.6M |
| HRT Financial LP | 0.04% | Add +108.9% | 224,415 | $13.3M |
| Green Ridge Wealth Planning LLC | 6.54% | — | 215,624 | $12.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +32.2% | 214,224 | $12.7M |
| Oxford Wealth Group, LLC | 6.09% | — | 211,348 | $12.5M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -3.5% | 209,517 | $12.4M |
| Thoroughbred Financial Services, LLC | 0.72% | Reduce -0.2% | 205,003 | $12.2M |
| Centaurus Financial, Inc. | 0.55% | Add +2.9% | 203,096 | $12.0M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +29.7% | 202,337 | $12.0M |
| Estate Planners Group, LLC | 5.17% | — | 201,128 | $11.9M |
| Precedent Wealth Partners, LLC | 2.50% | Reduce -4.2% | 201,085 | $11.9M |
| Avestar Capital, LLC | 0.78% | Reduce -2.1% | 190,911 | $11.3M |
| Park Avenue Securities LLC | 0.09% | Add +5.3% | 183,724 | $10.9M |
| Curry Webb Wealth Management LLC | 5.38% | — | 183,002 | $10.8M |
| Snowden Capital Advisors LLC | 0.27% | Add +42.2% | 177,294 | $10.5M |
| Vertex Planning Partners, LLC | 2.36% | Add +1.1% | 171,491 | $10.2M |
| Ethos Financial Group, LLC | 0.75% | Add +440.7% | 169,922 | $10.1M |
| Aspire Capital Advisors LLC | 2.37% | Add +27.0% | 169,834 | $10.1M |
| Lighthouse Financial Services Inc. | 2.31% | — | 169,519 | $10.0M |
| Atria Investments, Inc | 0.11% | Add +2.7% | 169,324 | $10.0M |
| McNaughton Wealth Management, LLC | 4.07% | Add +4.8% | 166,928 | $9.9M |
| JSF Financial, LLC | 2.04% | Reduce -2.8% | 165,933 | $9.8M |
| World Investment Advisors | 0.16% | Reduce -7.7% | 164,439 | $9.7M |
| Mutual Advisors, LLC | 0.21% | Add +18.0% | 163,906 | $9.7M |
| Asset Allocation Strategies LLC | 1.79% | Add +0.1% | 163,586 | $9.7M |
| Bank of Montreal | 0.00% | Add +21.4% | 161,932 | $9.6M |
| Elevation Capital Advisory, LLC | 3.92% | Add +26.1% | 161,707 | $9.6M |
| Capstone Wealth Management Group, LLC | 4.02% | Reduce -10.6% | 161,674 | $9.6M |
| Seros Financial, LLC | 5.61% | Add +18.5% | 161,359 | $9.6M |
| KPP Advisory Services LLC | 1.39% | Add +14.1% | 161,093 | $9.5M |
| Western Wealth Management, LLC | 0.44% | Add +53.8% | 159,380 | $9.4M |
| Mayflower Financial Advisors, LLC | 1.13% | Add +4.5% | 157,993 | $9.4M |
| Hobbs Wealth Management, LLC | 9.08% | Add +1.3% | 157,257 | $9.3M |
| Vision Retirement, LLC | 2.48% | — | 156,236 | $9.3M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -2.7% | 152,752 | $9.1M |
| Daviman Financial, LLC | 5.13% | — | 147,367 | $8.7M |
| Jackson Wealth Management, LLC | 0.83% | Add +1.1% | 143,580 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.41% | Reduce -3.9% | 142,321 | $8.4M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.3% | 135,602 | $8.0M |
| Maia Wealth LLC | 1.34% | Reduce -18.4% | 137,611 | $7.9M |
| Lifelong Wealth Advisors, Inc. | 1.96% | Add +110.3% | 124,132 | $7.4M |
| Gen-Wealth Partners Inc | 2.31% | Add +10.8% | 121,694 | $7.2M |
| Crescent Grove Advisors, LLC | 0.66% | No change | 117,638 | $7.0M |
| Client First Capital LLC | 2.90% | Reduce -0.4% | 114,595 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +21.9% | 114,461 | $6.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Add +1942.0% | 111,148 | $6.6M |
| Sage Mountain Advisors LLC | 0.34% | No change | 107,683 | $6.4M |
| Tradition Wealth Management, LLC | 0.45% | Add +2.8% | 106,741 | $6.3M |
| Pinnacle Family Advisors, LLC | 2.77% | Add +31.9% | 105,992 | $6.3M |
| Gotham Asset Management | 0.02% | No change | 105,818 | $6.3M |
| Mgo One Seven LLC | 0.13% | Add +2.4% | 104,838 | $6.2M |
| Almanack Investment Partners, LLC. | 1.05% | New | 103,851 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.1% | 103,296 | $6.1M |
| Flagship Wealth Advisors, LLC | 1.73% | Add +76.0% | 100,195 | $5.9M |
| Integrity Alliance, Llc. | 0.21% | Add +1.8% | 98,999 | $5.9M |
| Cwm, LLC | 0.02% | Add +9.2% | 98,965 | $5.9M |
| Leavell Investment Management, Inc. | 0.24% | Add +13.4% | 97,398 | $5.8M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -40.9% | 95,898 | $5.7M |
| Comprehensive Financial Planning, Inc. | 3.72% | Add +2.9% | 94,841 | $5.6M |
| PAX Financial Group, LLC | 0.95% | Reduce -0.7% | 93,415 | $5.5M |
| Focus Financial Network, Inc. | 0.19% | Add +6.5% | 90,812 | $5.4M |
| Bawa N Mallick Trust | 1.98% | No change | 90,000 | $5.3M |
| M1 Capital Management LLC | 2.17% | Add +22.3% | 87,813 | $5.2M |
| HBW Advisory Services LLC | 0.55% | Add +2.7% | 86,136 | $5.1M |
| FFG Retirement Advisors LLC | 3.12% | Add +42.6% | 84,754 | $5.0M |
| GPS Wealth Strategies Group, LLC | 4.26% | Reduce -93.8% | 84,420 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +0.8% | 84,223 | $5.0M |
| Principal Securities, Inc. | 0.07% | Reduce -18.7% | 81,582 | $4.8M |
| Ackerman Asset Management, LLC | 3.19% | No change | 80,835 | $4.8M |
| IFC & Insurance Marketing, Inc. | 4.72% | — | 80,280 | $4.8M |
| Hopwood Nicholas Hunter | 1.55% | — | 80,122 | $4.7M |
| Transcend Capital Advisors, LLC | 0.37% | Reduce -1.4% | 80,071 | $4.7M |
| Stenger Family Office, LLC | 0.96% | Reduce -5.3% | 78,084 | $4.6M |
| Apeiron RIA LLC | 0.94% | Reduce -24.7% | 77,913 | $4.6M |
| HighPoint Advisor Group LLC | 0.10% | New | 73,792 | $4.4M |
| Theory Financial LLC | 1.47% | Add +2.2% | 73,847 | $4.4M |
| Oppenheimer & Co. Inc. | 0.06% | Add +28.6% | 72,704 | $4.3M |
| Fortis Group Advisors, LLC | 0.72% | Reduce -4.4% | 72,417 | $4.3M |
| Laraway Financial Advisors Inc | 2.74% | Add +4.9% | 70,963 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -15.3% | 69,368 | $4.1M |
| WealthPoint Financial, LLC | 3.57% | — | 69,239 | $4.1M |
| Hutchens & Kramer Investment Management Group, LLC | 1.41% | Reduce -7.0% | 69,054 | $4.1M |
| Focus Partners Wealth | 0.00% | Add +9.8% | 68,636 | $4.1M |
| Truvestments Capital LLC | 0.73% | Reduce -6.3% | 68,032 | $4.0M |
| RIA Advisory Group LLC | 0.96% | Reduce -3.7% | 66,633 | $3.9M |
| Redwood Investment Management, LLC | 0.44% | Add +124.2% | 66,486 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -12.2% | 65,650 | $3.9M |
| Bush Investment Group, LLC | 2.13% | Add +1.8% | 64,332 | $3.8M |
| Foronjy Financial LLC | 1.56% | Reduce -8.3% | 62,890 | $3.7M |
| Leo Wealth, LLC | 0.27% | Add +17.3% | 62,363 | $3.7M |
| City Center Advisors, LLC | 3.38% | Reduce -7.2% | 62,051 | $3.7M |
| Allen Investment Management, LLC | 0.04% | No change | 61,636 | $3.7M |
| WealthTrak Capital Management LLC | 2.62% | Add +34.1% | 61,626 | $3.7M |
| &partners | 0.02% | Add +8.9% | 63,204 | $3.6M |
| Arete Wealth Advisors, LLC | 0.25% | Add +10.6% | 59,945 | $3.6M |
| KCM Investment Advisors LLC | 0.11% | No change | 59,775 | $3.5M |
| Chatterton & Associates Inc. | 2.99% | — | 58,972 | $3.5M |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Reduce -8.4% | 58,705 | $3.5M |
| Sigma Planning Corp | 0.10% | Reduce -4.4% | 58,628 | $3.5M |
| Dana Investment Advisors, Inc. | 0.10% | Add +5.7% | 58,026 | $3.4M |
| Sowell Financial Services LLC | 0.13% | Add +1.1% | 57,904 | $3.4M |
| Copia Wealth Management | 2.44% | Reduce -6.6% | 57,497 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +1.7% | 57,430 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.16% | Reduce -13.9% | 57,125 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -14.2% | 56,935 | $3.4M |
| Firethorn Wealth Partners, LLC | 1.26% | Reduce -1.9% | 56,887 | $3.4M |
| Waverly Advisors, LLC | 0.03% | Add +443.0% | 56,030 | $3.3M |
| Wedbush Securities Inc. | 0.10% | Add +29.1% | 55,892 | $3.3M |
| Smith Shellnut Wilson LLC | 1.27% | Add +14.3% | 55,694 | $3.3M |
| Penserra Capital Management LLC | 0.04% | New | 55,557 | $3.3M |
| US Bancorp \de | 0.00% | Add +1.5% | 54,622 | $3.2M |
| WealthPLAN Partners, LLC | 0.48% | Add +9.3% | 54,551 | $3.2M |
| Summit Financial Consulting LLC | 2.32% | Add +11.2% | 53,979 | $3.2M |
| Centennial Bank | 1.27% | Reduce -47.8% | 53,750 | $3.2M |
| Cambria Investment Management, L.P. | 0.18% | Reduce -64.2% | 52,112 | $3.1M |
| Empowered Funds, LLC | 0.05% | Reduce -64.2% | 52,112 | $3.1M |
| FMR LLC | 0.00% | Add +19.0% | 51,974 | $3.1M |
| Fisher Asset Management | 0.00% | Reduce -11.1% | 51,760 | $3.1M |
| Silver Oak Securities, Incorporated | 0.21% | Add +151.1% | 50,947 | $3.0M |
| Win Advisors, Inc. | 1.28% | New | 50,907 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +6.0% | 58,082 | $3.0M |
| Clear Creek Financial Management, LLC | 0.24% | Add +15.7% | 50,080 | $3.0M |
| Institute for Wealth Management, LLC. | 0.31% | Reduce -3.3% | 50,048 | $3.0M |
| Portus Wealth Advisors, LLC | 2.78% | Add +1.4% | 49,758 | $2.9M |
| Cresta Advisors, Ltd. | 1.24% | Add +2.4% | 49,706 | $2.9M |
| Bulwark Capital Corp | 2.05% | No change | 48,736 | $2.9M |
| Comerica Bank | 0.01% | Add +12.7% | 48,415 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Add +20.1% | 46,458 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -15.3% | 45,265 | $2.7M |
| Milestone Asset Management Group, LLC | 1.50% | Reduce -1.6% | 44,961 | $2.7M |
| Capstone Wealth Management Group LLC | 1.59% | Add +0.2% | 44,322 | $2.6M |
| Signal Advisors Wealth, LLC | 0.21% | Add +62.5% | 44,074 | $2.6M |
| LWM Advisory Services, LLC | 1.47% | Reduce -1.3% | 42,215 | $2.5M |
| Pioneer Family Office, LLC | 1.67% | — | 41,600 | $2.5M |
| Curtis Wealth Management LLC | 2.12% | — | 41,332 | $2.4M |
| WealthPlan Investment Management, LLC | 0.15% | Add +6.2% | 40,953 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +9.4% | 40,577 | $2.4M |
| Sapient Capital LLC | 0.03% | Reduce -8.5% | 40,183 | $2.4M |
| Iams Wealth Management, LLC | 0.86% | Add +49.6% | 40,117 | $2.4M |
| McAdam, LLC | 0.11% | Reduce -4.0% | 39,947 | $2.4M |
| Strategic Blueprint, LLC | 0.14% | Add +54.8% | 39,944 | $2.4M |
| Verus Capital Partners, LLC | 0.16% | Add +9.8% | 39,925 | $2.4M |
| Balance Wealth Partners LLC | 0.75% | Add +0.1% | 39,453 | $2.3M |
| Clearview Wealth Advisors LLC | 1.45% | Add +91.6% | 38,554 | $2.3M |
| Walker Asset Management, LLC | 1.22% | Reduce -0.6% | 38,403 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +15.8% | 38,230 | $2.3M |
| Renaissance Technologies | 0.00% | Reduce -70.4% | 38,200 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.5% | 38,143 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.53% | Reduce -4.2% | 37,909 | $2.2M |
| Compass Ion Advisors, LLC | 0.21% | Add +10.3% | 37,208 | $2.2M |
| Sutton Place Investors LLC | 1.20% | Reduce -1.5% | 36,928 | $2.2M |
| Archer Investment Management, LLC | 1.16% | New | 36,513 | $2.2M |
| Harbour Investments, Inc. | 0.04% | Add +5.9% | 36,346 | $2.2M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -2.4% | 36,094 | $2.1M |
| PCG Wealth Advisors, LLC | 0.60% | Add +25.3% | 35,983 | $2.1M |
| Perryman Financial Advisory Inc. | 0.31% | — | 35,868 | $2.1M |
| Sound Income Strategies, LLC | 0.10% | Add +4166.5% | 35,753 | $2.1M |
| OMNI 360 Wealth, Inc. | 1.07% | Add +138.6% | 35,510 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +7.1% | 35,256 | $2.1M |
| Greenleaf Trust | 0.02% | No change | 35,220 | $2.1M |
| Lanark Financial, Inc. | 0.15% | Add +1.1% | 34,700 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +29.3% | 34,655 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 34,560 | $2.0M |
| NTV Asset Management LLC | 0.21% | Reduce -1.1% | 33,784 | $2.0M |
| Goodwin Investment Advisory | 2.19% | No change | 33,660 | $2.0M |
| Diversified Enterprises, LLC | 0.12% | Add +0.5% | 33,492 | $2.0M |
| RDA Financial Network | 0.48% | Reduce -9.3% | 33,322 | $2.0M |
| XY Planning Network, Inc. | 0.34% | New | 33,263 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Add +97.8% | 32,978 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.7% | 32,150 | $1.9M |
| Ethos Capital Management, Inc. | 1.79% | — | 32,136 | $1.9M |
| Quantify Chaos Advisors, LLC | 5.77% | — | 32,108 | $1.9M |
| Magnolia Capital Advisors LLC | 0.39% | New | 31,134 | $1.8M |
| Colonial River Investments, LLC | 0.66% | Add +3.3% | 31,104 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -9.3% | 30,893 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | Add +2.9% | 30,836 | $1.8M |
| RM Financial Services, LLC | 1.60% | — | 30,425 | $1.8M |
| Private Trust Co. NA | 0.16% | Add +4.3% | 30,214 | $1.8M |
| Calton & Associates, Inc. | 0.26% | Add +171.8% | 29,845 | $1.8M |
| Vantage Point Financial LLC | 0.63% | Reduce -2.6% | 29,577 | $1.8M |
| Capital CS Group, LLC | 2.75% | Add +2.3% | 29,233 | $1.7M |
| Creative Planning | 0.00% | Reduce -12.9% | 29,154 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.6% | 29,120 | $1.7M |
| Cassilly Financial Group LLC | 1.52% | — | 29,011 | $1.7M |
| Claro Advisors Inc. | 0.23% | Add +16.8% | 28,940 | $1.7M |
| Cannon Advisors, Inc. | 1.15% | Reduce -7.7% | 27,538 | $1.6M |
| Kane Investment Management, Inc. | 0.77% | Add +9.3% | 26,934 | $1.6M |
| VestGen Advisors, LLC | 0.07% | Add +53.5% | 26,797 | $1.6M |
| FWG Investments, LLC. | 0.99% | Reduce -2.3% | 26,330 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -85.6% | 26,031 | $1.5M |
| HSBC Holdings PLC | 0.00% | New | 25,800 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Reduce -3.7% | 25,886 | $1.5M |
| Beacon Financial Advisory LLC | 0.35% | Add +6.6% | 25,713 | $1.5M |
| Moller Wealth Partners | 0.32% | Reduce -29.9% | 25,450 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -20.5% | 25,357 | $1.5M |
| Kickstand Ventures, Llc. | 0.31% | Add +31.1% | 24,917 | $1.5M |
| Catalina Capital Group, LLC | 0.90% | Add +44.5% | 24,709 | $1.5M |
| Allworth Financial LP | 0.01% | Add +501.6% | 24,589 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 24,502 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +0.5% | 24,431 | $1.4M |
| RFG Advisory, LLC | 0.03% | Add +8.3% | 24,182 | $1.4M |
| Optivise Advisory Services LLC | 0.82% | New | 23,858 | $1.4M |
| Creative Financial Designs Inc. | 0.09% | Add +110.8% | 23,822 | $1.4M |
| Columbia Advisory Partners LLC | 0.94% | Reduce -11.4% | 23,275 | $1.4M |
| Moneco Advisors, LLC | 0.11% | Reduce -0.0% | 23,264 | $1.4M |
| Hilltop Holdings Inc. | 0.08% | Add +6.0% | 23,261 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.9% | 23,191 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 22,874 | $1.4M |
| Sequent Planning LLC | 0.34% | Add +10.1% | 22,819 | $1.4M |
| Spire Wealth Management | 0.04% | Add +2.3% | 22,541 | $1.3M |
| Hardworking Capital Advisors, LLC | 1.19% | — | 22,102 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -3.8% | 21,967 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.8% | 21,955 | $1.3M |
| RiverTree Advisors, LLC | 0.82% | New | 21,809 | $1.3M |
| Florida Financial Advisors, LLC | 0.35% | Reduce -8.5% | 21,784 | $1.3M |
| Blair William & Co. | 0.00% | Add +0.7% | 21,624 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +10.3% | 21,604 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +7.5% | 21,530 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | Add +4.7% | 21,296 | $1.3M |
| Lansing Street Advisors | 0.32% | Reduce -4.3% | 21,154 | $1.3M |
| Snider Financial Group | 0.33% | Add +10.1% | 21,029 | $1.2M |
| Keystone Wealth Services, LLC | 0.26% | Reduce -2.7% | 20,819 | $1.2M |
| Smartleaf Asset Management LLC | 0.05% | Add +7.6% | 20,530 | $1.2M |
| Hilltop National Bank | 0.30% | No change | 20,650 | $1.2M |
| WBH Advisory Inc. | 0.09% | Reduce -0.1% | 20,624 | $1.2M |
| Milestones Private Investment Advisors LLC | 0.84% | Add +4.5% | 20,533 | $1.2M |
| Tempus Wealth Planning, LLC | 0.28% | Add +19.3% | 20,506 | $1.2M |
| Madrona Financial Services, LLC | 0.26% | No change | 20,381 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +181.8% | 20,326 | $1.2M |
| KG Capital Management | 0.30% | Add +2.3% | 19,883 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.13% | New | 19,880 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Reduce -3.0% | 19,746 | $1.2M |
| Capital Wealth Alliance, LLC | 0.49% | Add +4.0% | 19,510 | $1.1M |
| Baring Financial LLC | 0.70% | New | 19,323 | $1.1M |
| Horizon Wealth Management, LLC | 0.18% | Add +0.9% | 19,032 | $1.1M |
| NFSG Corp | 0.17% | Add +5.2% | 18,787 | $1.1M |
| MN Wealth Advisors, LLC | 0.56% | Add +6.5% | 18,711 | $1.1M |
| Emergent Wealth Advisors, LLC | 0.61% | Add +41.7% | 18,367 | $1.1M |
| Great Diamond Partners, LLC | 0.21% | Add +1.0% | 18,199 | $1.1M |
| Founders Financial Securities LLC | 0.06% | New | 18,094 | $1.1M |
| AQR Capital Management | 0.00% | Add +44.9% | 17,890 | $1.1M |
| Fulcrum Equity Management | 1.01% | Add +28.6% | 17,832 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +30.4% | 17,425 | $1.0M |
| Davies Financial Advisors, Inc. | 1.86% | Reduce -9.2% | 16,940 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Add +60.5% | 16,900 | $1.0M |
| MSH Capital Advisors LLC | 0.21% | Add +11.9% | 16,899 | $1.0M |
| Engineers Gate Manager LP | 0.01% | New | 16,646 | $987K |
| Seneca House Advisors | 0.37% | Add +0.7% | 16,592 | $984K |
| Evolution Wealth Management Inc. | 0.81% | Reduce -7.9% | 16,567 | $982K |
| Mather Group, Llc. | 0.01% | No change | 16,120 | $956K |
| Leslie Global Wealth, LLC | 0.42% | Add +42.6% | 15,701 | $931K |
| Del-Sette Capital Management, LLC | 0.57% | Reduce -2.3% | 15,696 | $930K |
| Simplicity Wealth,LLC | 0.06% | New | 15,663 | $929K |
| Maripau Wealth Management LLC | 0.43% | Reduce -3.4% | 15,596 | $925K |
| Beacon Financial Group | 0.09% | Add +4.1% | 15,558 | $922K |
| Nwam LLC | 0.05% | Reduce -52.2% | 15,273 | $901K |
| IFP Advisors, Inc | 0.02% | Reduce -5.8% | 15,165 | $899K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -0.4% | 15,142 | $898K |
| Fortis Capital Advisors, LLC | 0.13% | Add +0.3% | 15,141 | $898K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -24.3% | 15,136 | $897K |
| Parkway Wealth Management Group, LLC | 0.12% | — | 14,650 | $868K |
| Goldstone Financial Group, LLC | 0.10% | New | 14,581 | $864K |
| Kathmere Capital Management, LLC | 0.06% | New | 14,463 | $857K |
| Evoke Wealth, LLC | 0.02% | Add +260.4% | 14,342 | $850K |
| Resurgent Financial Advisors LLC | 0.42% | Add +8.5% | 14,144 | $838K |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 14,104 | $836K |
| Avant Capital LLC | 0.57% | Add +4.0% | 14,042 | $832K |
| Retireful, LLC | 1.02% | New | 13,650 | $814K |
| North Star Investment Management Corp. | 0.05% | Add +0.0% | 13,458 | $798K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.6% | 13,362 | $792K |
| WCG Wealth Advisors LLC | 0.02% | New | 13,196 | $782K |
| United Advisor Group, LLC | 0.10% | Reduce -1.5% | 13,166 | $780K |
| Marks Group Wealth Management, Inc | 0.07% | New | 13,099 | $777K |
| Summit Asset Management, LLC | 0.11% | No change | 13,090 | $776K |
| Alteri Wealth LLC | 0.24% | Add +5.7% | 12,741 | $755K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 12,658 | $750K |
| Independent Advisor Alliance | 0.02% | Add +247.4% | 12,647 | $750K |
| Magnus Financial Group LLC | 0.06% | Add +6.5% | 12,534 | $743K |
| Arax Advisory Partners | 0.02% | New | 12,518 | $742K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.2% | 12,453 | $738K |
| NWF Advisory Services Inc. | 0.08% | Add +0.0% | 12,451 | $738K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 12,431 | $737K |
| First Heartland Consultants, Inc. | 0.06% | Add +5.1% | 12,425 | $737K |
| Coastline Trust Co | 0.07% | New | 12,406 | $735K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Reduce -1.7% | 12,046 | $714K |
| Beto Financial Group, LLC | 0.48% | — | 12,021 | $713K |
| Baker Avenue Asset Management, LP | 0.02% | Add +4.9% | 11,755 | $697K |
| Cerity Partners LLC | 0.00% | Reduce -19.5% | 11,718 | $695K |
| Benjamin Edwards Inc. | 0.01% | Add +0.1% | 11,680 | $693K |
| Samalin Investment Counsel, LLC | 0.24% | Add +2.1% | 11,568 | $686K |
| Fortune 45 LLC | 0.33% | Add +1.8% | 11,594 | $685K |
| Caliber Wealth Management, LLC / KS | 0.07% | Reduce -0.4% | 11,536 | $684K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 11,474 | $680K |
| Sharkey, Howes & Javer | 0.09% | Add +70.5% | 11,431 | $678K |
| Choreo, LLC | 0.01% | Add +0.1% | 11,326 | $675K |
| Empirical Asset Management, LLC | 0.19% | Reduce -15.8% | 11,238 | $666K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 11,090 | $657K |
| Cooper Financial Group | 0.07% | Add +41.6% | 10,999 | $652K |
| Cypress Wealth Services, LLC | 0.09% | New | 10,970 | $650K |
| Insight Advisors, LLC/ PA | 0.10% | Add +2.4% | 10,950 | $649K |
| Arsenal Capital Advisors LLC | 0.46% | — | 10,943 | $649K |
| FOCUS Wealth Advisors, LLC | 0.30% | No change | 10,920 | $647K |
| Selective Wealth Management, Inc. | 0.20% | Reduce -3.3% | 10,809 | $637K |
| GatePass Capital, LLC | 0.33% | Add +161.9% | 10,692 | $634K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.2% | 10,644 | $631K |
| Partners Wealth Management, LLC | 0.66% | No change | 10,628 | $630K |
| Maridea Wealth Management LLC | 0.09% | Reduce -0.7% | 10,606 | $629K |
| Spectrum Planning & Advisory Services Inc. | 0.31% | Add +4.5% | 10,264 | $608K |
| AlTi Global, Inc. | 0.01% | Add +132.2% | 10,261 | $608K |
| Meitav Investment House Ltd. | 0.01% | New | 10,228 | $606K |
| IHT Wealth Management, LLC | 0.01% | Reduce -27.3% | 10,203 | $605K |
| Millennium Management | 0.00% | New | 10,202 | $605K |
| Wilkerson Advisory Group LLC | 0.21% | — | 10,095 | $598K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.1% | 10,073 | $597K |
| Compass Capital Management, Inc. | 0.03% | No change | 10,000 | $593K |
| Three Magnolias Financial Advisors, LLC | 0.37% | Add +2.6% | 9,950 | $590K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -12.6% | 9,901 | $587K |
| Trilogy Capital Inc. | 0.03% | Reduce -12.5% | 9,868 | $585K |
| Hershey Financial Advisers, LLC | 0.49% | New | 9,845 | $584K |
| Retirement Planning Group, LLC / NY | 0.40% | Add +5.5% | 9,782 | $580K |
| ELCO Management Co., LLC | 0.36% | No change | 9,750 | $578K |
| Founders Financial Alliance, LLC | 0.11% | Add +6.9% | 9,747 | $578K |
| Balboa Wealth Partners | 0.10% | Reduce -1.3% | 9,687 | $574K |
| Wedmont Private Capital | 0.02% | No change | 9,641 | $573K |
| Lee Johnson Capital Management, LLC | 0.20% | Add +1.2% | 9,662 | $573K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +26.3% | 9,600 | $571K |
| Cadent Capital Advisors, LLC | 0.15% | Add +4.3% | 9,448 | $560K |
| Sovran Advisors, LLC | 0.05% | Reduce -2.0% | 9,499 | $560K |
| Savant Capital, LLC | 0.00% | No change | 9,359 | $555K |
| Investors Research Corp | 0.10% | Add +9.6% | 9,300 | $551K |
| Smith, Moore & Co. | 0.04% | Add +10.1% | 9,265 | $549K |
| Rollins Financial Advisors, LLC | 0.08% | Add +29.8% | 9,247 | $548K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 8,914 | $528K |
| Wealthgarden F.S. LLC | 0.35% | Add +7.5% | 8,945 | $528K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -8.7% | 8,890 | $527K |
| Money Concepts Capital Corp. | 0.03% | Reduce -11.6% | 8,715 | $517K |
| Prospera Financial Services Inc | 0.01% | Add +17.1% | 8,703 | $516K |
| MainStreet Investment Advisors LLC | 0.07% | No change | 8,565 | $508K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +12.2% | 8,498 | $504K |
| Darrow Company, Inc. | 0.22% | No change | 8,436 | $500K |
| Mezzasalma Advisors, LLC | 0.12% | No change | 8,411 | $497K |
| Essex Bank | 0.11% | Add +10.2% | 8,324 | $493K |
| Global Financial Private Client, LLC | 0.17% | Add +0.6% | 8,278 | $491K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 8,130 | $482K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 8,100 | $480K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $475K |
| Latitude Advisors, LLC | 0.21% | New | 7,986 | $473K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +0.2% | 7,960 | $472K |
| Liberty Atlantic Advisors LLC | 0.46% | — | 7,937 | $471K |
| Valley Brook Capital Group, Inc. | 0.31% | Add +7.0% | 7,815 | $463K |
| Smith Salley Wealth Management | 0.02% | Add +2.8% | 7,779 | $461K |
| Secure Asset Management, LLC | 0.07% | Add +12.2% | 7,691 | $456K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -1.0% | 7,614 | $451K |
| Carr Financial Group Corp | 0.12% | Reduce -1.5% | 7,573 | $449K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +40.5% | 7,498 | $444K |
| Brookwood Investment Group LLC | 0.05% | Add +74.5% | 7,301 | $433K |
| DAVENPORT & Co LLC | 0.00% | Add +3.6% | 7,255 | $430K |
| Centennial Advisors, LLC | 0.54% | — | 7,028 | $417K |
| University of Texas/Texas Am Investment Management Co. | 0.06% | No change | 6,863 | $407K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +8.0% | 6,841 | $406K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -60.4% | 6,726 | $399K |
| Thompson David Blair | 0.23% | — | 6,712 | $398K |
| Fiduciary Alliance LLC | 0.03% | Add +15.9% | 6,695 | $397K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +8.9% | 6,557 | $389K |
| Westco Advisory Services Inc. | 0.24% | — | 6,523 | $387K |
| Traynor Capital Management, Inc. | 0.02% | Add +5.1% | 6,506 | $386K |
| CDM Financial Counseling Services, Inc. | 0.36% | — | 6,500 | $385K |
| Advisory Alpha, LLC | 0.01% | Add +18.3% | 6,493 | $385K |
| Synergy Asset Management, LLC | 0.04% | Reduce -66.8% | 6,450 | $382K |
| BlueChip Wealth Advisors LLC | 0.16% | Reduce -17.4% | 6,363 | $377K |
| Alchemi Wealth, LLC | 0.21% | — | 6,335 | $376K |
| Bank of New Hampshire | 0.08% | No change | 6,320 | $375K |
| Associated Banc-Corp | 0.01% | Add +37.0% | 6,219 | $369K |
| Parcion Private Wealth LLC | 0.02% | No change | 6,188 | $367K |
| DRW Securities, LLC | 0.03% | No change | 6,150 | $365K |
| Briggs Wealth Management, Inc | 0.39% | — | 6,134 | $364K |
| Americana Partners, LLC | 0.01% | No change | 5,954 | $353K |
| Neuberger Berman Group LLC | 0.00% | No change | 5,931 | $352K |
| Uptick Partners, LLC | 0.07% | Reduce -6.1% | 5,910 | $350K |
| BCS Wealth Management | 0.04% | New | 5,900 | $350K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +16.5% | 5,823 | $345K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -2.0% | 5,754 | $341K |
| Triad Wealth Partners, LLC | 0.03% | Add +14.4% | 5,732 | $340K |
| Level Four Advisory Services, LLC | 0.01% | Add +13.4% | 5,730 | $340K |
| Well Done, LLC | 0.05% | No change | 5,712 | $339K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -89.5% | 5,704 | $338K |
| Laurel Oak Wealth Management, LLC | 0.06% | — | 5,606 | $332K |
| First Trust Advisors LP | 0.00% | Add +40.6% | 5,558 | $329K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.9% | 5,531 | $328K |
| Centurion Wealth Management LLC | 0.07% | New | 5,460 | $324K |
| Embree Financial Group | 0.04% | Reduce -1.9% | 5,406 | $320K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 5,372 | $318K |
| Aviso Wealth Management | 0.13% | Add +4.7% | 5,322 | $315K |
| Northern Trust Corp. | 0.00% | Add +10.4% | 5,302 | $314K |
| Arwa LLC | 0.18% | — | 5,235 | $310K |
| Gentry Private Wealth, LLC | 0.20% | No change | 5,230 | $310K |
| GoalVest Advisory LLC | 0.06% | New | 5,230 | $310K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -0.7% | 5,215 | $309K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | No change | 5,181 | $307K |
| Pathstone Holdings, LLC | 0.00% | Add +5.1% | 5,170 | $306K |
| GFS Advisors, LLC | 0.04% | Reduce -49.3% | 5,100 | $302K |
| Waddell & Associates, LLC | 0.02% | No change | 5,085 | $301K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,070 | $301K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,045 | $299K |
| Somerset Group LLC | 0.22% | No change | 5,000 | $297K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,000 | $296K |
| Wealth Architects, LLC | 0.03% | No change | 4,980 | $295K |
| JT Stratford LLC | 0.04% | New | 4,942 | $293K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 4,865 | $288K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 4,822 | $286K |
| Guidance Capital, Inc. | 0.07% | New | 4,875 | $284K |
| Prosperity Wealth Management, Inc. | 0.09% | New | 4,791 | $284K |
| Elevation Wealth Management LLC | 0.27% | — | 4,783 | $284K |
| Formidable Asset Management, LLC | 0.04% | Reduce -7.6% | 4,915 | $283K |
| Kingdom Financial Group LLC. | 0.09% | New | 4,705 | $279K |
| EJMK Ventures LLC | 0.17% | — | 4,679 | $277K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Reduce -12.3% | 4,665 | $277K |
| Southland Equity Partners LLC | 0.05% | New | 4,639 | $275K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 4,568 | $271K |
| Kovack Advisors, Inc. | 0.01% | New | 4,553 | $270K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -0.7% | 4,530 | $269K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.0% | 4,518 | $268K |
| Fortis Advisors, LLC | 0.15% | Add +0.2% | 4,488 | $266K |
| Future Financial Wealth Managment LLC | 0.18% | Reduce -15.9% | 4,576 | $263K |
| Pacific Financial Group Inc. | 0.15% | New | 4,427 | $262K |
| Western Financial Corp | 0.10% | New | 4,400 | $261K |
| CWA Asset Management Group, LLC | 0.01% | New | 4,354 | $258K |
| Asempa Wealth Advisors | 0.22% | — | 4,353 | $258K |
| Stewardship Advisors, LLC | 0.06% | New | 4,338 | $257K |
| Silverlake Wealth Management LLC | 0.06% | Add +19.6% | 4,265 | $253K |
| Oath Planning, LLC | 0.25% | — | 4,239 | $251K |
| Sovereign Financial Group, Inc. | 0.04% | New | 4,229 | $251K |
| Regions Financial Corp. | 0.00% | New | 4,192 | $249K |
| Burns Matteson Capital Management, LLC | 0.10% | No change | 4,170 | $247K |
| Facet Wealth, Inc. | 0.00% | New | 4,091 | $243K |
| Missouri Trust & Investment Co | 0.07% | New | 4,050 | $240K |
| Pacific Sun Financial Corp | 0.12% | Reduce -0.1% | 4,037 | $239K |
| WESPAC Advisors, LLC | 0.13% | New | 4,027 | $239K |
| Clarus Group, Inc. | 0.09% | No change | 4,000 | $237K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.5% | 4,000 | $237K |
| Viawealth, LLC | 0.13% | No change | 3,950 | $234K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -3.3% | 3,903 | $231K |
| Granite Harbor Advisors, Inc. | 0.10% | Add +0.2% | 3,855 | $229K |
| Wealth Alliance, LLC | 0.02% | Reduce -58.2% | 3,850 | $228K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 3,848 | $228K |
| Essex Financial Services, Inc. | 0.01% | Reduce -2.1% | 3,847 | $228K |
| Compass Capital Corp. /Ma/ | 0.09% | Add +5.1% | 3,877 | $227K |
| Matauro, LLC | 0.03% | Add +0.2% | 3,832 | $227K |
| Steffes Financial, Ltd. | 0.12% | — | 3,824 | $227K |
| Centric Wealth Management | 0.05% | No change | 3,780 | $224K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -6.4% | 3,757 | $223K |
| Valeo Financial Advisors, LLC | 0.00% | Add +1.0% | 3,750 | $222K |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 3,734 | $221K |
| William Mack & Associates, Inc. | 0.10% | No change | 3,706 | $220K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 3,682 | $219K |
| DGS Capital Management, LLC | 0.04% | Reduce -1.1% | 3,688 | $219K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 3,630 | $216K |
| Eclectic Associates Inc. | 0.03% | No change | 3,640 | $216K |
| Redwood Financial Network Corp | 0.14% | No change | 3,630 | $215K |
| Oregon Pacific Wealth Management, LLC | 0.22% | New | 3,617 | $214K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 3,595 | $213K |
| Independent Wealth Network Inc. | 0.07% | New | 3,587 | $213K |
| Novus Advisors, LLC | 0.47% | New | 3,547 | $210K |
| Life Line Wealth Management LLC | 0.06% | Add +0.3% | 3,544 | $210K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.16% | — | 3,442 | $204K |
| Firestone Capital Management | 0.04% | New | 3,406 | $202K |
| PKS Advisory Services, LLC | 0.05% | New | 3,385 | $201K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $196K |
| Larson Financial Group LLC | 0.01% | Reduce -10.1% | 3,200 | $190K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +38.3% | 3,183 | $189K |
| Fifth Third Bancorp | 0.00% | No change | 3,060 | $181K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 2,971 | $176K |
| Alexis Investment Partners, LLC | 0.06% | No change | 2,860 | $170K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.4% | 2,836 | $168K |
| American Capital Advisory, LLC | 0.07% | No change | 2,750 | $163K |
| S.A. Mason LLC | 0.06% | No change | 2,600 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.7% | 2,236 | $133K |
| International Assets Investment Management, LLC | 0.01% | New | 2,188 | $130K |
| High Point Wealth Management, LLC | 0.12% | — | 2,035 | $121K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 1,961 | $116K |
| Key Financial Inc | 0.02% | No change | 1,892 | $112K |
| Register Financial Advisors LLC | 0.04% | No change | 1,770 | $105K |
| Root Financial Partners, LLC | 0.01% | No change | 1,760 | $104K |
| Crews Bank & Trust | 0.01% | No change | 1,750 | $104K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,580 | $94K |
| Caitlin John, LLC | 0.06% | Reduce -4.8% | 1,551 | $92K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,504 | $89K |
| Glenmede Trust Co. NA | 0.00% | — | 1,498 | $89K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.9% | 1,480 | $88K |
| Assetmark, Inc. | 0.00% | Add +1.5% | 1,352 | $80K |
| MTM Investment Management, LLC | 0.03% | No change | 1,346 | $80K |
| JNBA Financial Advisors | 0.01% | No change | 1,250 | $74K |
| Archer Investment Corp | 0.02% | Reduce -1.2% | 1,234 | $73K |
| Rothschild Investment LLC | 0.00% | Add +3.8% | 1,225 | $73K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $71K |
| Ancora Advisors LLC | 0.00% | Add +0.1% | 1,152 | $68K |
| Team Financial Group, LLC | 0.03% | Add +50.6% | 1,131 | $67K |
| Luminist Capital LLC | 0.08% | No change | 1,095 | $65K |
| CGC Financial Services, LLC | 0.02% | No change | 1,026 | $61K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +32.5% | 1,023 | $61K |
| New Republic Capital, LLC | 0.02% | Add +0.3% | 963 | $57K |
| Dagco, Inc. | 0.01% | New | 960 | $57K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -6.1% | 923 | $55K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -10.6% | 795 | $47K |
| LGT Financial Advisors LLC | 0.28% | Reduce -0.6% | 773 | $46K |
| Concord Wealth Partners | 0.01% | No change | 759 | $45K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.1% | 697 | $41K |
| EPG Wealth Management LLC | 0.01% | No change | 690 | $41K |
| Legacy Wealth Managment, LLC | 0.02% | New | 648 | $38K |
| Millstone Evans Group, LLC | 0.02% | No change | 636 | $38K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.2% | 605 | $36K |
| SouthState Bank Corp | 0.00% | No change | 600 | $36K |
| Hager Investment Management Services, LLC | 0.02% | No change | 550 | $33K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 520 | $31K |
| MAI Capital Management | 0.00% | Add +0.2% | 513 | $30K |
| Godsey & Gibb, Inc. | 0.00% | New | 510 | $30K |
| Group One Trading LLC | 0.00% | Reduce -31.1% | 507 | $30K |
| Y.D. More Investments Ltd | 0.00% | No change | 460 | $27K |
| Deutsche Bank AG | 0.00% | New | 451 | $27K |
| Birchbrook, Inc. | 0.01% | New | 450 | $27K |
| National Bank of Canada | 0.00% | Add +526.9% | 420 | $25K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.6% | 398 | $24K |
| SageView Advisory Group, LLC | 0.00% | New | 394 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 372 | $22K |
| Blue Trust, Inc. | 0.00% | Reduce -8.2% | 372 | $22K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -40.1% | 362 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 350 | $21K |
| Tucker Asset Management LLC | 0.01% | New | 322 | $19K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +50.0% | 300 | $18K |
| Scarborough Advisors, LLC | 0.00% | No change | 287 | $17K |
| Abound Wealth Management | 0.00% | No change | 281 | $17K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 268 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 239 | $14K |
| Founders Capital Management | 0.01% | No change | 230 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 229 | $14K |
| Berbice Capital Management LLC | 0.01% | Reduce -65.5% | 215 | $13K |
| 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% | No change | 177 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 166 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 164 | $10K |
| Goodman Advisory Group, LLC | 0.00% | New | 156 | $9K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 150 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 145 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 125 | $7K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 118 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 115 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 105 | $6K |
| Creative Capital Management Investments LLC | 0.00% | New | 93 | $6K |
| SWAN Capital LLC | 0.00% | New | 85 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 84 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -70.7% | 76 | $5K |
| Alerus Financial NA | 0.00% | New | 75 | $4K |
| Valley National Advisers Inc. | 0.00% | New | 83 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 67 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 57 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -86.2% | 57 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +100.0% | 52 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 50 | $3K |
| Weaver Capital Management LLC | 0.00% | Reduce -20.3% | 47 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $3K |
| Tidemark, LLC | 0.00% | No change | 26 | $2K |
| NBT Bank, N.A. | 0.00% | New | 59 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 20 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $1K |
| MCF Advisors LLC | 0.00% | Reduce -96.8% | 15 | $890 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 15 | $884 |
| Toth Financial Advisory Corp. | 0.00% | No change | 11 | $653 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2 | $118 |
"% 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.