Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q1 2026 (March 31)565holders −80
46new positions
121sold out
4famous investors
$54.58avg. 13F price*
At the end of Q1 2026, 565 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, down 80 from Q4 2025. 46 opened new positions and 121 sold out. The largest holders were LPL Financial LLC ($545.0M), Morgan Stanley ($354.9M) and Wells Fargo & Company ($191.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco S&P 500 Top 50 ETF
- CUSIP
- 46137V233
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $75.2M |
| Exits | 121 | $433.7M |
All 13F filers, Q4 2025 → Q1 2026: 4,600,679 shares bought and 27,156,030 shares sold, net −22,555,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| LPL Financial LLC | 0.14% | Reduce -13.5% | 9,990,301 | $545.0M |
| Morgan Stanley | 0.02% | Reduce -6.8% | 6,506,378 | $354.9M |
| Wells Fargo & Company | 0.04% | Reduce -8.0% | 3,506,546 | $191.3M |
| Bank of America Corp. | 0.01% | Reduce -27.4% | 3,226,423 | $176.0M |
| Raymond James Financial Inc. | 0.05% | Add +4.6% | 2,855,522 | $155.8M |
| Osaic Holdings, Inc. | 0.22% | Reduce -4.9% | 2,698,584 | $147.2M |
| Principle Wealth Partners LLC | 7.96% | Add +3.5% | 2,552,987 | $139.3M |
| Johnson Financial Group, Inc. | 4.09% | Add +2.7% | 2,071,676 | $113.0M |
| UBS Group AG | 0.02% | Reduce -0.6% | 1,849,717 | $100.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.5% | 1,622,195 | $88.4M |
| Royal Bank of Canada | 0.02% | Reduce -4.9% | 1,569,561 | $85.6M |
| Means Investment Co., Inc. | 7.45% | Add +6.8% | 1,564,330 | $85.3M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -40.3% | 1,445,107 | $79.4M |
| Lido Advisors, LLC | 0.29% | Add +6.2% | 1,327,458 | $72.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -39.9% | 1,190,851 | $65.0M |
| Bogart Wealth, LLC | 2.31% | Add +2.3% | 1,099,124 | $60.0M |
| Invesco Ltd. | 0.01% | Reduce -2.3% | 1,010,100 | $55.1M |
| Stifel Financial Corp. | 0.05% | Add +6.5% | 1,006,728 | $54.9M |
| HighTower Advisors, LLC | 0.05% | Add +25.1% | 898,421 | $49.0M |
| Clearstead Advisors, LLC | 0.44% | Reduce -1.4% | 874,839 | $47.7M |
| Demars Financial Group, LLC | 13.92% | Reduce -2.5% | 775,044 | $42.3M |
| MML Investors Services, LLC | 0.11% | Reduce -14.2% | 740,807 | $40.4M |
| Jones Financial Companies LLLP | 0.02% | Add +21.3% | 758,507 | $40.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +63.8% | 715,419 | $39.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.9% | 733,408 | $38.7M |
| One Capital Management, LLC | 1.06% | Add +191.1% | 704,917 | $38.5M |
| Cetera Investment Advisers | 0.04% | Reduce -9.6% | 692,477 | $37.8M |
| Farther Finance Advisors, LLC | 0.34% | Add +141.2% | 654,624 | $36.0M |
| Private Advisor Group, LLC | 0.17% | Reduce -8.2% | 657,981 | $35.9M |
| Citigroup Inc. | 0.02% | Add +38.9% | 597,334 | $32.6M |
| Cedar Wealth Management, LLC | 9.24% | Add +2.5% | 582,044 | $31.8M |
| United Capital Financial Advisors, LLC | 0.19% | Reduce -0.4% | 570,840 | $31.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +3.2% | 485,942 | $26.5M |
| Tulsa Wealth Advisors, INC | 4.41% | New | 460,984 | $25.1M |
| Brown Advisory Inc. | 0.04% | Reduce -19.7% | 450,103 | $24.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +27.9% | 449,000 | $24.5M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -5.0% | 409,644 | $22.3M |
| Core Wealth Advisors, Inc. | 5.08% | Add +5.7% | 389,962 | $21.3M |
| Equitable Holdings, Inc. | 0.14% | Add +7.7% | 357,860 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -70.2% | 365,616 | $19.9M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -0.8% | 359,458 | $19.6M |
| Ashton Thomas Securities, LLC | 2.44% | Add +4.7% | 356,650 | $19.5M |
| Quattro Financial Advisors LLC | 5.58% | Reduce -27.9% | 337,753 | $18.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.8% | 317,124 | $17.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -15.2% | 303,848 | $16.6M |
| Segment Wealth Management, LLC | 0.94% | Reduce -0.6% | 292,992 | $16.0M |
| Gladstone Institutional Advisory LLC | 0.58% | Reduce -44.7% | 288,519 | $15.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.86% | Add +0.2% | 253,123 | $13.8M |
| Cyr Financial Inc. | 8.03% | Add +8.3% | 250,019 | $13.6M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -35.4% | 237,167 | $12.9M |
| OneDigital Investment Advisors LLC | 0.13% | Add +12.6% | 235,828 | $12.9M |
| Thoroughbred Financial Services, LLC | 0.75% | Add +11.7% | 228,995 | $12.5M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -78.2% | 225,383 | $12.3M |
| Green Ridge Wealth Planning LLC | 6.38% | Add +3.0% | 222,205 | $12.1M |
| Centaurus Financial, Inc. | 0.56% | Add +6.3% | 215,811 | $11.8M |
| Two Sigma Investments, LP | 0.01% | New | 213,450 | $11.6M |
| Summit Financial, LLC | 0.14% | Reduce -17.7% | 208,149 | $11.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -32.8% | 206,106 | $11.2M |
| Estate Planners Group, LLC | 5.36% | Add +1.6% | 204,418 | $11.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -40.2% | 191,479 | $10.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -22.0% | 189,148 | $10.3M |
| Lighthouse Financial Services Inc. | 2.28% | Add +2.0% | 172,963 | $10.1M |
| JSF Financial, LLC | 1.92% | Add +8.1% | 179,305 | $9.8M |
| Precedent Wealth Partners, LLC | 1.91% | Reduce -12.9% | 175,102 | $9.6M |
| Seros Financial, LLC | 6.00% | Add +7.0% | 172,669 | $9.4M |
| Vision Retirement, LLC | 2.65% | Add +9.2% | 170,625 | $9.3M |
| KPP Advisory Services LLC | 1.32% | Add +3.6% | 166,900 | $9.1M |
| World Investment Advisors | 0.14% | Add +0.1% | 164,652 | $9.0M |
| Atria Investments, Inc | 0.10% | Reduce -6.8% | 157,863 | $8.6M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 156,866 | $8.6M |
| Jump Financial, LLC | 0.14% | New | 153,413 | $8.4M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -1.5% | 150,418 | $8.2M |
| Jane Street Group, LLC | 0.01% | New | 149,439 | $8.2M |
| Jackson Wealth Management, LLC | 0.82% | Add +1.9% | 146,234 | $8.0M |
| M1 Capital Management LLC | 3.66% | Add +65.8% | 145,576 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -30.2% | 141,185 | $7.7M |
| Stratos Wealth Advisors, LLC | 0.47% | Reduce -2.1% | 139,322 | $7.6M |
| Lifelong Wealth Advisors, Inc. | 2.02% | Add +11.8% | 138,803 | $7.6M |
| D.A. Davidson & Co. | 0.05% | Add +1.2% | 137,242 | $7.5M |
| Tsfg, LLC | 1.13% | Reduce -44.8% | 136,176 | $7.4M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -27.4% | 128,701 | $7.0M |
| PMG Wealth Management, Inc. | 4.97% | Reduce -45.4% | 126,338 | $6.9M |
| Crescent Grove Advisors, LLC | 0.64% | No change | 117,638 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -70.7% | 115,055 | $6.3M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +1867.2% | 112,209 | $6.1M |
| PFG Advisors | 0.29% | Reduce -57.6% | 109,490 | $6.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -49.9% | 107,362 | $5.9M |
| Sage Mountain Advisors LLC | 0.40% | Reduce -1.7% | 105,864 | $5.8M |
| Gotham Asset Management | 0.02% | No change | 105,818 | $5.8M |
| IFC & Insurance Marketing, Inc. | 5.96% | Add +30.3% | 104,612 | $5.7M |
| Cwm, LLC | 0.01% | Add +1.7% | 100,634 | $5.5M |
| Integrity Alliance, Llc. | 0.21% | Add +1.1% | 100,046 | $5.5M |
| Mutual Advisors, LLC | 0.12% | Reduce -39.3% | 99,574 | $5.4M |
| VestGen Advisors, LLC | 0.15% | Add +210.7% | 83,264 | $5.2M |
| Comprehensive Financial Planning, Inc. | 3.48% | Reduce -3.0% | 92,005 | $5.0M |
| Leavell Investment Management, Inc. | 0.21% | Reduce -5.8% | 91,739 | $5.0M |
| Bawa N Mallick Trust | 2.01% | No change | 90,000 | $4.9M |
| FFG Retirement Advisors LLC | 2.82% | Add +4.6% | 88,680 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +1.7% | 85,617 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1589.3% | 85,226 | $4.6M |
"% 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.