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 |
| HBW Advisory Services LLC | 0.48% | Reduce -3.6% | 83,033 | $4.5M |
| Cornerstone Wealth Group, LLC | 0.29% | Add +823.6% | 75,088 | $4.5M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -28.7% | 81,641 | $4.5M |
| Ackerman Asset Management, LLC | 3.08% | No change | 80,835 | $4.4M |
| Aspire Capital Advisors LLC | 0.99% | Reduce -52.6% | 80,521 | $4.4M |
| Maia Wealth LLC | 0.73% | Reduce -42.3% | 79,467 | $4.3M |
| Hopwood Nicholas Hunter | 1.37% | Reduce -1.3% | 79,093 | $4.3M |
| Stenger Family Office, LLC | 0.75% | Reduce -0.2% | 77,919 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +17.4% | 77,037 | $4.2M |
| TRB Wealth Management, LLC | 0.58% | — | 75,329 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.8% | 74,068 | $4.0M |
| Asset Allocation Strategies LLC | 0.71% | Reduce -55.3% | 73,156 | $4.0M |
| Pinnacle Family Advisors, LLC | 1.83% | Reduce -32.7% | 71,373 | $3.9M |
| Laraway Financial Advisors Inc | 2.73% | Add +0.3% | 71,143 | $3.9M |
| &partners | 0.02% | Add +11.8% | 70,674 | $3.9M |
| Focus Financial Network, Inc. | 0.14% | Reduce -23.1% | 69,881 | $3.8M |
| Hutchens & Kramer Investment Management Group, LLC | 1.19% | Reduce -0.2% | 68,890 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -35.1% | 67,073 | $3.7M |
| Two Sigma Securities, LLC | 0.42% | New | 66,612 | $3.6M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -16.9% | 66,577 | $3.6M |
| Foronjy Financial LLC | 1.49% | Add +4.4% | 65,663 | $3.6M |
| RIA Advisory Group LLC | 0.88% | Reduce -1.5% | 65,654 | $3.6M |
| Focus Partners Wealth | 0.00% | Reduce -4.5% | 65,564 | $3.6M |
| Truvestments Capital LLC | 0.64% | Reduce -4.2% | 65,188 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -72.2% | 63,767 | $3.5M |
| Summit Financial Consulting LLC | 2.47% | Add +17.2% | 63,246 | $3.5M |
| Apeiron RIA LLC | 0.79% | Reduce -19.9% | 62,422 | $3.4M |
| Leo Wealth, LLC | 0.25% | Reduce -0.1% | 62,327 | $3.4M |
| Principal Securities, Inc. | 0.05% | Reduce -24.0% | 61,967 | $3.4M |
| Allen Investment Management, LLC | 0.04% | No change | 61,636 | $3.4M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +2.9% | 60,395 | $3.3M |
| Dana Investment Advisors, Inc. | 0.10% | Add +3.1% | 59,840 | $3.3M |
| KCM Investment Advisors LLC | 0.11% | No change | 59,775 | $3.3M |
| Gateway Wealth Partners, LLC | 0.13% | New | 59,280 | $3.2M |
| Wedbush Securities Inc. | 0.09% | Add +3.9% | 58,043 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +1.2% | 57,836 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +1.4% | 57,760 | $3.2M |
| City Center Advisors, LLC | 2.89% | Reduce -7.6% | 57,343 | $3.1M |
| FMR LLC | 0.00% | Add +9.4% | 56,868 | $3.1M |
| Centennial Bank | 1.11% | Add +5.3% | 56,600 | $3.1M |
| Western Wealth Management, LLC | 0.12% | Reduce -65.2% | 55,526 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -3.9% | 55,220 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -6.9% | 54,082 | $3.0M |
| Citadel Advisors | 0.00% | New | 53,775 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 53,523 | $2.9M |
| Sigma Planning Corp | 0.08% | Reduce -8.8% | 53,455 | $2.9M |
| HighPoint Advisor Group LLC | 0.12% | Reduce -30.5% | 51,277 | $2.8M |
| Captrust Financial Advisors | 0.00% | Add +22.5% | 49,706 | $2.7M |
| Fifth Third Bancorp | 0.01% | Add +1524.2% | 49,699 | $2.7M |
| Cresta Advisors, Ltd. | 1.11% | Reduce -0.2% | 49,592 | $2.7M |
| Clear Creek Financial Management, LLC | 0.21% | Reduce -1.7% | 49,213 | $2.7M |
| Bulwark Capital Corp | 1.63% | Reduce -0.4% | 48,535 | $2.6M |
| Smith Shellnut Wilson LLC | 1.13% | Reduce -14.9% | 47,413 | $2.6M |
| Flagship Wealth Advisors, LLC | 1.10% | Reduce -51.0% | 49,079 | $2.6M |
| Institute for Wealth Management, LLC. | 0.27% | Reduce -7.5% | 46,282 | $2.5M |
| Perryman Financial Advisory Inc. | 0.37% | Add +26.3% | 45,303 | $2.5M |
| Calton & Associates, Inc. | 0.35% | Add +51.5% | 45,203 | $2.5M |
| Milestone Asset Management Group, LLC | 1.43% | Reduce -0.1% | 44,927 | $2.5M |
| Capstone Wealth Management Group LLC | 1.49% | Add +0.4% | 44,505 | $2.4M |
| Independent Advisor Alliance | 0.03% | Add +247.3% | 43,922 | $2.4M |
| Fisher Asset Management | 0.00% | Reduce -15.3% | 43,864 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +272.1% | 43,601 | $2.4M |
| Compass Ion Advisors, LLC | 0.22% | Add +15.8% | 43,092 | $2.4M |
| Fortis Group Advisors, LLC | 0.38% | Reduce -48.1% | 37,588 | $2.3M |
| Oxford Wealth Group, LLC | 1.23% | Reduce -80.4% | 41,397 | $2.3M |
| WealthPlan Investment Management, LLC | 0.12% | Add +0.3% | 41,067 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.31% | New | 40,782 | $2.2M |
| Walker Asset Management, LLC | 1.19% | Add +4.6% | 40,186 | $2.2M |
| Sapient Capital LLC | 0.03% | No change | 40,183 | $2.2M |
| PCG Wealth Advisors, LLC | 0.55% | Add +11.5% | 40,126 | $2.2M |
| Balance Wealth Partners LLC | 0.66% | Reduce -0.6% | 39,223 | $2.1M |
| CoreCap Advisors, LLC | 0.07% | Add +17.7% | 38,809 | $2.1M |
| McAdam, LLC | 0.10% | Reduce -3.1% | 38,695 | $2.1M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -12.3% | 38,670 | $2.1M |
| Copia Wealth Management | 1.43% | Reduce -33.6% | 38,161 | $2.1M |
| Sowell Financial Services LLC | 0.07% | Reduce -37.6% | 36,101 | $2.0M |
| Stonebrook Private Inc. | 0.42% | Reduce -89.8% | 35,892 | $2.0M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -1.2% | 35,649 | $1.9M |
| Greenleaf Trust | 0.02% | No change | 35,220 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -51.9% | 34,953 | $1.9M |
| Lansing Street Advisors | 0.48% | Add +63.7% | 34,625 | $1.9M |
| Sound Income Strategies, LLC | 0.09% | Reduce -4.0% | 34,341 | $1.9M |
| Goodwin Investment Advisory | 2.19% | No change | 33,660 | $1.8M |
| Claro Advisors Inc. | 0.22% | Add +14.5% | 33,148 | $1.8M |
| Colonial River Investments, LLC | 0.64% | Add +5.5% | 32,824 | $1.8M |
| Diversified Enterprises, LLC | 0.10% | Reduce -2.2% | 32,742 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | Reduce -80.8% | 32,582 | $1.8M |
| NTV Asset Management LLC | 0.19% | Reduce -5.6% | 31,884 | $1.7M |
| Creative Planning | 0.00% | Add +8.6% | 31,664 | $1.7M |
| AQR Capital Management | 0.00% | Add +75.4% | 31,387 | $1.7M |
| Magnolia Capital Advisors LLC | 0.33% | No change | 31,134 | $1.7M |
| Mgo One Seven LLC | 0.03% | Reduce -70.3% | 31,112 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Add +53.3% | 30,479 | $1.7M |
| RM Financial Services, LLC | 1.41% | Reduce -1.5% | 29,982 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -4.2% | 29,589 | $1.6M |
| Cassilly Financial Group LLC | 1.39% | Add +0.9% | 29,287 | $1.6M |
| Avestar Capital, LLC | 0.11% | Reduce -84.9% | 28,862 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.56% | Reduce -87.7% | 28,500 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -91.6% | 25,832 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | New | 26,851 | $1.5M |
| Private Trust Co. NA | 0.13% | Reduce -11.4% | 26,774 | $1.5M |
| RFG Advisory, LLC | 0.03% | Add +6.2% | 25,683 | $1.4M |
| Ethos Capital Management, Inc. | 1.19% | Reduce -20.7% | 25,473 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -21.3% | 25,290 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | Reduce -3.8% | 24,912 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -28.8% | 24,615 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.69% | Reduce -31.0% | 24,504 | $1.3M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -53.7% | 24,146 | $1.3M |
| Empowered Funds, LLC | 0.01% | Reduce -53.7% | 24,146 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.5% | 23,817 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -3.3% | 23,789 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Add +3.0% | 23,561 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -90.8% | 23,262 | $1.3M |
| Keystone Wealth Services, LLC | 0.27% | Add +9.8% | 22,848 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.9% | 22,817 | $1.2M |
| Kane Investment Management, Inc. | 0.64% | Reduce -15.3% | 22,813 | $1.2M |
| Hilltop Holdings Inc. | 0.11% | Reduce -2.0% | 22,789 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -10.4% | 22,717 | $1.2M |
| Moneco Advisors, LLC | 0.10% | Reduce -2.5% | 22,675 | $1.2M |
| Sequent Planning LLC | 0.29% | Reduce -2.7% | 22,199 | $1.2M |
| FWG Investments, LLC. | 0.77% | Reduce -15.7% | 22,195 | $1.2M |
| Moller Wealth Partners | 0.24% | Reduce -13.3% | 22,071 | $1.2M |
| Hardworking Capital Advisors, LLC | 1.12% | Reduce -1.0% | 21,878 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.8% | 21,841 | $1.2M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -11.7% | 21,640 | $1.2M |
| Snider Financial Group | 0.35% | Add +0.1% | 21,042 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -2.8% | 21,019 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -7.4% | 20,865 | $1.1M |
| LexAurum Advisors, LLC | 0.15% | — | 20,766 | $1.1M |
| WBH Advisory Inc. | 0.08% | Reduce -0.2% | 20,581 | $1.1M |
| Hilltop National Bank | 0.27% | No change | 20,650 | $1.1M |
| Baring Financial LLC | 0.68% | Add +5.7% | 20,415 | $1.1M |
| Horizon Wealth Management, LLC | 0.16% | Add +6.3% | 20,229 | $1.1M |
| Quantbot Technologies LP | 0.05% | New | 20,208 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -32.4% | 19,691 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.9% | 19,677 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.13% | Reduce -87.8% | 19,225 | $1.0M |
| Madrona Financial Services, LLC | 0.23% | Reduce -5.9% | 19,175 | $1.0M |
| NFSG Corp | 0.17% | Add +0.2% | 18,825 | $1.0M |
| CCG Wealth Management, LLC | 0.27% | New | 18,540 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -52.7% | 18,043 | $984K |
| BlackRock, Inc. | 0.00% | Reduce -53.4% | 17,821 | $972K |
| KG Capital Management | 0.68% | Reduce -12.0% | 17,505 | $955K |
| Quantinno Capital Management LP | 0.00% | Reduce -49.8% | 17,384 | $948K |
| Meitav Investment House Ltd. | 0.01% | Add +68.3% | 17,218 | $939K |
| Harbour Investments, Inc. | 0.01% | Reduce -53.3% | 16,984 | $926K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 16,911 | $923K |
| Seneca House Advisors | 0.36% | Add +0.1% | 16,609 | $906K |
| IFP Advisors, Inc | 0.02% | Add +9.4% | 16,586 | $905K |
| Integrated Advisors Network LLC | 0.05% | Reduce -23.8% | 16,407 | $895K |
| Evolution Wealth Management Inc. | 0.65% | Reduce -1.3% | 16,350 | $892K |
| Mather Group, Llc. | 0.01% | No change | 16,120 | $879K |
| Vertex Planning Partners, LLC | 0.17% | Reduce -90.7% | 15,974 | $871K |
| Tempus Wealth Planning, LLC | 0.20% | Reduce -23.2% | 15,746 | $859K |
| Del-Sette Capital Management, LLC | 0.49% | Reduce -3.6% | 15,129 | $825K |
| Advocacy Wealth Management, LLC | 0.04% | Reduce -98.7% | 14,898 | $813K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -2.3% | 14,797 | $807K |
| Total Clarity Wealth Management, Inc. | 0.19% | Reduce -28.2% | 14,597 | $796K |
| Kathmere Capital Management, LLC | 0.05% | No change | 14,463 | $789K |
| United Advisor Group, LLC | 0.10% | Add +8.9% | 14,338 | $782K |
| AlTi Global, Inc. | 0.02% | Add +38.5% | 14,210 | $775K |
| Retireful, LLC | 1.05% | Reduce -1.6% | 13,427 | $744K |
| Florida Financial Advisors, LLC | 0.18% | Reduce -37.6% | 13,594 | $742K |
| North Star Investment Management Corp. | 0.04% | Add +0.0% | 13,460 | $734K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +10.8% | 13,344 | $728K |
| Avant Capital LLC | 0.51% | Reduce -5.0% | 13,341 | $728K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.5% | 13,127 | $716K |
| Summit Asset Management, LLC | 0.10% | No change | 13,090 | $714K |
| Arsenal Capital Advisors LLC | 0.52% | Add +19.2% | 13,042 | $711K |
| Great Diamond Partners, LLC | 0.13% | Reduce -30.2% | 12,697 | $693K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 12,676 | $691K |
| Keystone Financial Group | 0.05% | Reduce -95.6% | 12,656 | $691K |
| LWM Advisory Services, LLC | 0.74% | Reduce -70.0% | 12,647 | $690K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.5% | 12,496 | $682K |
| NWF Advisory Services Inc. | 0.08% | Reduce -0.7% | 12,361 | $674K |
| Briggs Wealth Management, Inc | 0.71% | Add +100.2% | 12,282 | $670K |
| Latitude Advisors, LLC | 0.30% | Add +52.6% | 12,185 | $665K |
| McNaughton Wealth Management, LLC | 0.27% | Reduce -92.8% | 11,992 | $654K |
| Samalin Investment Counsel, LLC | 0.23% | Add +0.4% | 11,615 | $634K |
| Cooper Financial Group | 0.06% | Add +5.6% | 11,614 | $634K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.3% | 11,524 | $629K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.2% | 11,495 | $627K |
| Selective Wealth Management, Inc. | 0.18% | Reduce -4.6% | 10,309 | $624K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -88.1% | 11,415 | $623K |
| Insight Advisors, LLC/ PA | 0.12% | Add +3.6% | 11,348 | $619K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -8.7% | 11,346 | $619K |
| Choreo, LLC | 0.01% | Add +0.1% | 11,332 | $618K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 11,090 | $605K |
| Fortune 45 LLC | 0.29% | Reduce -5.1% | 11,003 | $600K |
| FOCUS Wealth Advisors, LLC | 0.29% | No change | 10,920 | $596K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -1.0% | 10,862 | $593K |
| Smith, Moore & Co. | 0.04% | Add +16.8% | 10,820 | $590K |
| Valley Brook Capital Group, Inc. | 0.39% | Add +37.3% | 10,728 | $585K |
| Investors Research Corp | 0.11% | Add +15.0% | 10,698 | $584K |
| Partners Wealth Management, LLC | 0.60% | No change | 10,628 | $580K |
| Savant Capital, LLC | 0.00% | Add +8.0% | 10,105 | $551K |
| Wilkerson Advisory Group LLC | 0.19% | No change | 10,095 | $551K |
| Global Strategic Investment Solutions, LLC | 0.05% | Add +0.2% | 10,091 | $550K |
| Advisor OS, LLC | 0.04% | New | 10,060 | $549K |
| Garden State Investment Advisory Services LLC | 0.13% | Add +17.2% | 9,960 | $544K |
| Wedmont Private Capital | 0.02% | No change | 9,641 | $544K |
| Three Magnolias Financial Advisors, LLC | 0.35% | No change | 9,950 | $543K |
| Leslie Global Wealth, LLC | 0.29% | Reduce -36.8% | 9,927 | $542K |
| Founders Financial Alliance, LLC | 0.10% | Add +1.7% | 9,917 | $541K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -0.1% | 9,893 | $540K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 9,875 | $539K |
| Retirement Planning Group, LLC / NY | 0.34% | Add +0.2% | 9,799 | $535K |
| Insigneo Advisory Services, LLC | 0.04% | Add +9.6% | 9,740 | $531K |
| Cadent Capital Advisors, LLC | 0.14% | Add +2.6% | 9,697 | $529K |
| Balboa Wealth Partners | 0.09% | No change | 9,687 | $528K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -79.2% | 9,686 | $528K |
| Lee Johnson Capital Management, LLC | 0.19% | No change | 9,662 | $527K |
| Rollins Financial Advisors, LLC | 0.08% | Add +4.4% | 9,657 | $527K |
| ELCO Management Co., LLC | 0.25% | Reduce -1.0% | 9,650 | $526K |
| Brookstone Capital Management | 0.01% | Reduce -72.6% | 9,648 | $526K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 9,600 | $526K |
| Waverly Advisors, LLC | 0.00% | Reduce -83.0% | 9,555 | $521K |
| Maridea Wealth Management LLC | 0.08% | Reduce -10.2% | 9,524 | $520K |
| Columbia Advisory Partners LLC | 0.32% | Reduce -60.2% | 9,262 | $505K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -64.0% | 9,253 | $505K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | Reduce -10.0% | 9,239 | $504K |
| Arwa LLC | 0.25% | Add +67.2% | 8,752 | $497K |
| Money Concepts Capital Corp. | 0.03% | Add +0.8% | 8,786 | $479K |
| RDA Financial Network | 0.12% | Reduce -73.7% | 8,750 | $477K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -42.3% | 8,740 | $477K |
| MainStreet Investment Advisors LLC | 0.07% | No change | 8,565 | $467K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.9% | 8,565 | $467K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +131.6% | 8,529 | $465K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -83.4% | 8,447 | $461K |
| Darrow Company, Inc. | 0.21% | No change | 8,436 | $460K |
| Mezzasalma Advisors, LLC | 0.12% | No change | 8,411 | $459K |
| Coastline Trust Co | 0.05% | Reduce -32.2% | 8,406 | $459K |
| Essex Bank | 0.10% | No change | 8,324 | $454K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.6% | 8,301 | $453K |
| Global Financial Private Client, LLC | 0.15% | Add +0.1% | 8,284 | $452K |
| Triad Wealth Partners, LLC | 0.04% | Add +42.3% | 8,155 | $445K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,100 | $442K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $437K |
| DAVENPORT & Co LLC | 0.00% | Add +10.2% | 7,996 | $436K |
| Ascent Wealth Partners, LLC | 0.05% | New | 7,837 | $428K |
| Smith Salley Wealth Management | 0.02% | Add +0.2% | 7,793 | $425K |
| IHT Wealth Management, LLC | 0.01% | Reduce -24.5% | 7,702 | $420K |
| One Wealth Advisors, LLC | 0.05% | Reduce -97.8% | 7,582 | $414K |
| Arax Advisory Partners | 0.01% | Reduce -39.5% | 7,575 | $413K |
| GTS Securities LLC | 0.01% | New | 7,524 | $410K |
| Corient Private Wealth LP | 0.00% | Reduce -4.9% | 13,410 | $410K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -69.9% | 7,508 | $410K |
| Creative Financial Designs Inc. | 0.02% | Reduce -68.8% | 7,433 | $405K |
| Liberty Atlantic Advisors LLC | 0.34% | Reduce -8.2% | 7,283 | $397K |
| Carr Financial Group Corp | 0.10% | Reduce -6.2% | 7,103 | $387K |
| Novak & Powell Financial Services, Inc. | 0.21% | Add +31.4% | 7,056 | $385K |
| Capital Wealth Alliance, LLC | 0.17% | Reduce -64.5% | 6,922 | $378K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | No change | 6,863 | $374K |
| Emergent Wealth Advisors, LLC | 0.22% | Reduce -63.4% | 6,729 | $367K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -2.0% | 6,706 | $366K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -0.6% | 6,685 | $365K |
| Daviman Financial, LLC | 0.21% | Reduce -95.5% | 6,576 | $359K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -62.3% | 6,567 | $358K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 6,557 | $358K |
| Runnymede Capital Advisors, Inc. | 0.30% | New | 6,504 | $355K |
| CDM Financial Counseling Services, Inc. | 0.34% | No change | 6,500 | $355K |
| Beacon Financial Group | 0.04% | Reduce -58.2% | 6,498 | $354K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +68.3% | 6,476 | $353K |
| Brighton Jones LLC | 0.01% | New | 6,472 | $353K |
| Synergy Asset Management, LLC | 0.04% | Reduce -0.3% | 6,430 | $351K |
| Westco Advisory Services Inc. | 0.23% | Reduce -1.5% | 6,423 | $350K |
| Empower Advisory Group, LLC | 0.00% | Reduce -52.2% | 6,392 | $349K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.0% | 6,351 | $346K |
| Alchemi Wealth, LLC | 0.19% | No change | 6,335 | $346K |
| Firethorn Wealth Partners, LLC | 0.13% | Reduce -89.0% | 6,254 | $341K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -1.2% | 6,429 | $340K |
| MSH Capital Advisors LLC | 0.07% | Reduce -63.2% | 6,213 | $339K |
| Parcion Private Wealth LLC | 0.02% | No change | 6,188 | $338K |
| DRW Securities, LLC | 0.02% | No change | 6,150 | $335K |
| Soltis Investment Advisors LLC | 0.02% | Add +6.4% | 6,120 | $334K |
| Americana Partners, LLC | 0.01% | Add +2.5% | 6,101 | $333K |
| WealthTrak Capital Management LLC | 0.23% | Reduce -90.2% | 6,031 | $329K |
| IMC-Chicago, LLC | 0.01% | New | 6,001 | $327K |
| Neuberger Berman Group LLC | 0.00% | No change | 5,931 | $324K |
| Uptick Partners, LLC | 0.06% | No change | 5,910 | $322K |
| Verus Capital Partners, LLC | 0.02% | Reduce -85.2% | 5,892 | $321K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.0% | 5,825 | $318K |
| Well Done, LLC | 0.05% | No change | 5,712 | $312K |
| Future Financial Wealth Managment LLC | 0.20% | Add +14.2% | 5,224 | $310K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 5,670 | $309K |
| Centurion Wealth Management LLC | 0.07% | Add +1.5% | 5,540 | $302K |
| Somerset Group LLC | 0.22% | No change | 5,000 | $301K |
| Iams Wealth Management, LLC | 0.10% | Reduce -86.3% | 5,495 | $300K |
| Guidance Capital, Inc. | 0.07% | No change | 4,875 | $299K |
| Advisory Alpha, LLC | 0.01% | Reduce -15.6% | 5,478 | $299K |
| Bank of New Hampshire | 0.07% | Reduce -13.4% | 5,470 | $298K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -95.1% | 5,443 | $297K |
| Goepper Burkhardt LLC | 0.10% | New | 5,420 | $296K |
| Embree Financial Group | 0.03% | No change | 5,406 | $295K |
| Missouri Trust & Investment Co | 0.09% | Add +33.1% | 5,391 | $294K |
| A4 Wealth Advisors LLC | 0.24% | New | 5,336 | $291K |
| Impact Partnership Wealth, LLC | 0.04% | New | 5,264 | $287K |
| Medallion Wealth Advisors, LLC | 0.09% | Add +0.4% | 5,236 | $286K |
| Gentry Private Wealth, LLC | 0.17% | No change | 5,230 | $285K |
| GoalVest Advisory LLC | 0.06% | No change | 5,230 | $285K |
| Pathstone Holdings, LLC | 0.00% | No change | 5,170 | $282K |
| Stewardship Advisors, LLC | 0.06% | Add +17.4% | 5,094 | $278K |
| Waddell & Associates, LLC | 0.02% | No change | 5,085 | $277K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -11.3% | 5,080 | $277K |
| Founders Financial Securities LLC | 0.02% | Reduce -73.3% | 4,824 | $274K |
| BlueChip Wealth Advisors LLC | 0.12% | Reduce -21.1% | 5,021 | $274K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.09% | Reduce -3.4% | 5,005 | $273K |
| Fiduciary Alliance LLC | 0.02% | Reduce -31.2% | 4,606 | $273K |
| Citrine Capital LLC | 0.12% | New | 5,000 | $273K |
| Aviso Wealth Management | 0.12% | Reduce -6.2% | 4,990 | $272K |
| Wealth Architects, LLC | 0.02% | No change | 4,980 | $272K |
| Fiduciary Financial Advisors | 0.24% | — | 4,927 | $269K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,924 | $269K |
| Capital CS Group, LLC | 0.55% | Reduce -83.2% | 4,921 | $268K |
| Flow Traders U.S. LLC | 0.01% | New | 4,921 | $268K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -11.2% | 4,911 | $268K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -98.8% | 4,877 | $266K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.7% | 4,831 | $264K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 4,823 | $263K |
| Fortis Advisors, LLC | 0.13% | Add +6.1% | 4,762 | $260K |
| Simplicity Wealth,LLC | 0.01% | Reduce -69.7% | 4,753 | $259K |
| Novus Advisors, LLC | 0.57% | Add +32.5% | 4,700 | $256K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -38.4% | 4,616 | $252K |
| Professional Financial Advisors, LLC | 0.05% | New | 4,572 | $249K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -19.1% | 4,537 | $247K |
| Headlands Technologies LLC | 0.03% | New | 4,515 | $246K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1864.2% | 4,498 | $245K |
| First Trust Advisors LP | 0.00% | Reduce -19.8% | 4,456 | $243K |
| XTX Topco Ltd | 0.00% | New | 4,399 | $240K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Reduce -7.5% | 4,317 | $235K |
| Game Plan Financial Advisors, LLC | 0.11% | Reduce -12.3% | 4,265 | $233K |
| Oath Planning, LLC | 0.21% | Add +0.2% | 4,246 | $232K |
| Centric Wealth Management | 0.05% | No change | 3,780 | $231K |
| Regions Financial Corp. | 0.00% | No change | 4,192 | $229K |
| Burns Matteson Capital Management, LLC | 0.09% | No change | 4,170 | $227K |
| Compass Capital Corp. /Ma/ | 0.08% | Reduce -6.4% | 3,630 | $227K |
| Compound Planning, Inc. | 0.01% | New | 4,131 | $225K |
| POM Investment Strategies, LLC | 0.28% | Reduce -98.4% | 4,104 | $224K |
| NorthRock Partners, LLC | 0.00% | New | 4,084 | $223K |
| Pacific Sun Financial Corp | 0.11% | Add +1.0% | 4,077 | $222K |
| Clarus Group, Inc. | 0.08% | No change | 4,000 | $218K |
| Viawealth, LLC | 0.12% | Add +0.2% | 3,959 | $216K |
| Granite Harbor Advisors, Inc. | 0.09% | Add +0.2% | 3,862 | $211K |
| Essex Financial Services, Inc. | 0.01% | Add +0.0% | 3,848 | $210K |
| Matauro, LLC | 0.03% | Add +0.2% | 3,838 | $209K |
| Steffes Financial, Ltd. | 0.11% | Add +0.0% | 3,825 | $209K |
| Sutton Place Investors LLC | 0.11% | Reduce -89.7% | 3,818 | $208K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,757 | $205K |
| Tradition Wealth Management, LLC | 0.01% | Reduce -96.5% | 3,747 | $204K |
| PKS Advisory Services, LLC | 0.05% | Add +10.4% | 3,736 | $204K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -91.8% | 3,732 | $204K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -0.6% | 3,726 | $203K |
| Beto Financial Group, LLC | 0.12% | Reduce -73.2% | 3,218 | $201K |
| Bison Wealth, LLC | 0.02% | New | 3,157 | $200K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 3,630 | $197K |
| TD Waterhouse Canada Inc. | 0.00% | Add +118.1% | 3,446 | $189K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.14% | No change | 3,442 | $188K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,300 | $180K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 3,205 | $175K |
| Vanguard National Trust Co | 0.01% | — | 3,190 | $174K |
| Keating Financial Advisory Services, Inc. | 0.03% | No change | 2,971 | $162K |
| National Bank of Canada | 0.00% | Add +581.0% | 2,860 | $156K |
| Pioneer Family Office, LLC | 0.11% | Reduce -93.2% | 2,849 | $155K |
| Lloyd Advisory Services, LLC. | 0.04% | Add +41.5% | 2,774 | $151K |
| Kingdom Financial Group LLC. | 0.04% | Reduce -41.0% | 2,774 | $151K |
| American Capital Advisory, LLC | 0.06% | No change | 2,750 | $150K |
| S.A. Mason LLC | 0.05% | No change | 2,600 | $142K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.8% | 2,500 | $136K |
| Franklin Resources Inc. | 0.00% | New | 2,500 | $136K |
| High Point Wealth Management, LLC | 0.11% | Add +0.1% | 2,038 | $111K |
| Portus Wealth Advisors, LLC | 0.10% | Reduce -96.0% | 1,997 | $109K |
| Key Financial Inc | 0.02% | No change | 1,892 | $103K |
| Register Financial Advisors LLC | 0.04% | No change | 1,770 | $97K |
| Root Financial Partners, LLC | 0.00% | No change | 1,760 | $96K |
| Crews Bank & Trust | 0.01% | No change | 1,750 | $95K |
| MPWM Advisory Solutions, LLC | 0.05% | New | 1,612 | $88K |
| International Assets Investment Management, LLC | 0.01% | Reduce -27.5% | 1,587 | $87K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,504 | $82K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,498 | $82K |
| Team Financial Group, LLC | 0.03% | Add +22.8% | 1,389 | $76K |
| Main Street Group, LTD | 0.02% | New | 1,370 | $75K |
| Goodman Advisory Group, LLC | 0.02% | Add +761.5% | 1,344 | $73K |
| JNBA Financial Advisors | 0.01% | No change | 1,250 | $68K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 1,240 | $68K |
| Archer Investment Corp | 0.01% | No change | 1,234 | $67K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -93.9% | 1,255 | $66K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $65K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.4% | 1,178 | $64K |
| Ancora Advisors LLC | 0.00% | No change | 1,152 | $63K |
| Luminist Capital LLC | 0.08% | No change | 1,095 | $60K |
| MCF Advisors LLC | 0.00% | Add +6933.3% | 1,055 | $58K |
| CGC Financial Services, LLC | 0.02% | No change | 1,026 | $56K |
| Dagco, Inc. | 0.01% | No change | 960 | $52K |
| Caitlin John, LLC | 0.03% | Reduce -40.9% | 916 | $50K |
| Destiny Wealth Partners, LLC | 0.01% | New | 883 | $48K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.1% | 836 | $46K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +2.6% | 816 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -24.3% | 774 | $42K |
| LGT Financial Advisors LLC | 0.22% | No change | 773 | $42K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.1% | 698 | $38K |
| EPG Wealth Management LLC | 0.01% | No change | 690 | $38K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -27.3% | 671 | $37K |
| Lanark Financial, Inc. | 0.00% | Reduce -98.1% | 657 | $36K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +298.8% | 654 | $36K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 648 | $35K |
| Vanguard Advisers Inc. | 0.00% | — | 640 | $35K |
| Millstone Evans Group, LLC | 0.02% | No change | 636 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.2% | 606 | $33K |
| Rossby Financial, LCC | 0.01% | New | 602 | $33K |
| SouthState Bank Corp | 0.00% | No change | 600 | $33K |
| Hager Investment Management Services, LLC | 0.02% | No change | 550 | $30K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 520 | $28K |
| MAI Capital Management | 0.00% | Add +0.2% | 514 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 510 | $28K |
| Y.D. More Investments Ltd | 0.00% | No change | 460 | $24K |
| Group One Trading LLC | 0.00% | Reduce -19.7% | 407 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 398 | $22K |
| Blue Trust, Inc. | 0.00% | No change | 372 | $20K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 372 | $20K |
| Sunbelt Securities, Inc. | 0.00% | No change | 350 | $19K |
| Assetmark, Inc. | 0.00% | Reduce -74.5% | 345 | $19K |
| Hickory Point Bank & Trust | 0.01% | New | 341 | $19K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 329 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 300 | $16K |
| Abound Wealth Management | 0.00% | Reduce -3.6% | 271 | $15K |
| Magnolia Wealth Management, LLC | 0.01% | New | 242 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 236 | $13K |
| Berbice Capital Management LLC | 0.01% | No change | 215 | $13K |
| Founders Capital Management | 0.01% | No change | 230 | $13K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 200 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 200 | $11K |
| West Branch Capital LLC | 0.00% | No change | 190 | $10K |
| Tucker Asset Management LLC | 0.00% | Reduce -46.3% | 173 | $9K |
| Horizon Investments, LLC | 0.00% | Add +198.3% | 170 | $9K |
| Ascentis Independent Advisors | 0.00% | New | 168 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 166 | $9K |
| Bokf, NA | 0.00% | New | 154 | $8K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 150 | $8K |
| Birchbrook, Inc. | 0.00% | Reduce -66.7% | 150 | $8K |
| Merkkuri Wealth Advisors LLC | 0.01% | Reduce -99.6% | 149 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.7% | 146 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.2% | 121 | $7K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 118 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 115 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.0% | 115 | $6K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -99.9% | 110 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 105 | $6K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 103 | $6K |
| SWAN Capital LLC | 0.00% | No change | 85 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 84 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -1.3% | 75 | $4K |
| Valley National Advisers Inc. | 0.00% | Reduce -6.0% | 78 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 67 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.8% | 56 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 50 | $3K |
| WealthShield Partners, LLC | 0.00% | New | 48 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $2K |
| Addison Advisors LLC | 0.00% | New | 44 | $2K |
| Weaver Capital Management LLC | 0.00% | Reduce -19.1% | 38 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -50.0% | 26 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +25.0% | 25 | $2K |
| Tidemark, LLC | 0.00% | No change | 26 | $1K |
| NBT Bank, N.A. | 0.00% | Reduce -57.6% | 25 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 11 | $601 |
| Atlantic Union Bankshares Corp | 0.00% | New | 5 | $273 |
"% 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.