Invesco S&P 500 Top 50 ETFXLGETF
13F holders, Q2 2026 (June 30)583holders +18
64new positions
48sold out
6famous investors
$61.09avg. 13F price*
At the end of Q2 2026, 583 institutions reported holding Invesco S&P 500 Top 50 ETF (XLG) in their 13F filings, up 18 from Q1 2026. 64 opened new positions and 48 sold out. The largest holders were LPL Financial LLC ($578.5M), JPMorgan Chase & Co. ($433.6M) and Morgan Stanley ($390.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $55.4M |
| Exits | 48 | $24.4M |
All 13F filers, Q1 2026 → Q2 2026: 10,440,407 shares bought and 6,251,583 shares sold, net +4,188,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 583 holders
| LPL Financial LLC | 0.13% | Reduce -5.4% | 9,447,300 | $578.5M |
| JPMorgan Chase & Co. | 0.03% | Add +877.6% | 7,169,840 | $433.6M |
| Morgan Stanley | 0.02% | Reduce -2.0% | 6,378,648 | $390.6M |
| Wells Fargo & Company | 0.04% | Reduce -1.7% | 3,445,571 | $211.0M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 3,095,951 | $189.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.8% | 2,774,385 | $169.9M |
| Principle Wealth Partners LLC | 7.84% | Add +1.6% | 2,592,959 | $158.8M |
| Osaic Holdings, Inc. | 0.17% | Reduce -11.9% | 2,378,244 | $145.6M |
| Johnson Financial Group, Inc. | 4.54% | Add +8.9% | 2,255,508 | $138.1M |
| Royal Bank of Canada | 0.02% | Add +22.4% | 1,921,389 | $117.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.1% | 1,689,089 | $103.4M |
| Means Investment Co., Inc. | 7.52% | Add +3.9% | 1,624,685 | $99.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -5.2% | 1,370,284 | $84.9M |
| UBS Group AG | 0.01% | Reduce -29.7% | 1,300,255 | $79.6M |
| Lido Advisors, LLC | 0.28% | Reduce -5.3% | 1,257,704 | $77.0M |
| HighTower Advisors, LLC | 0.07% | Add +33.0% | 1,195,204 | $73.2M |
| Stifel Financial Corp. | 0.06% | Add +11.5% | 1,122,247 | $68.7M |
| Bogart Wealth, LLC | 2.35% | Add +2.0% | 1,120,730 | $68.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.8% | 1,074,733 | $65.8M |
| Invesco Ltd. | 0.00% | Reduce -7.7% | 931,939 | $57.1M |
| MML Investors Services, LLC | 0.11% | Add +19.8% | 887,762 | $54.4M |
| Clearstead Advisors, LLC | 0.50% | Reduce -1.1% | 865,654 | $53.0M |
| Jones Financial Companies LLLP | 0.02% | Add +10.4% | 837,467 | $49.7M |
| Demars Financial Group, LLC | 13.17% | Add +0.2% | 776,421 | $47.5M |
| Cetera Investment Advisers | 0.04% | Add +7.7% | 746,104 | $45.7M |
| Citigroup Inc. | 0.02% | Add +24.9% | 745,845 | $45.7M |
| Private Advisor Group, LLC | 0.19% | Add +1.0% | 664,341 | $40.7M |
| One Capital Management, LLC | 1.07% | No change | 704,917 | $38.5M |
| Farther Finance Advisors, LLC | 0.29% | Reduce -7.2% | 607,616 | $37.2M |
| Cedar Wealth Management, LLC | 9.26% | Add +1.0% | 588,062 | $36.0M |
| United Capital Financial Advisors, LLC | 0.19% | Add +0.8% | 575,169 | $35.2M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +9.6% | 449,071 | $27.5M |
| Global Retirement Partners, LLC | 0.39% | — | 412,914 | $25.3M |
| Core Wealth Advisors, Inc. | 4.95% | Add +3.2% | 402,306 | $24.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.6% | 374,672 | $22.9M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -4.4% | 343,570 | $21.0M |
| Brown Advisory Inc. | 0.03% | Reduce -23.9% | 342,322 | $21.0M |
| Quattro Financial Advisors LLC | 4.42% | Add +0.0% | 337,860 | $20.7M |
| Tulsa Wealth Advisors, INC | 2.82% | Reduce -29.1% | 326,731 | $20.0M |
| Equitable Holdings, Inc. | 0.12% | Reduce -10.9% | 318,702 | $19.5M |
| Segment Wealth Management, LLC | 0.97% | Add +4.3% | 305,742 | $18.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.2% | 291,213 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -20.9% | 289,297 | $17.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -37.6% | 280,000 | $17.1M |
| Gladstone Institutional Advisory LLC | 0.54% | Reduce -4.1% | 276,809 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -9.0% | 276,509 | $16.9M |
| Fiduciary Financial Advisors | 1.72% | Add +5498.8% | 275,854 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +32460.4% | 272,205 | $16.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.94% | Add +6.2% | 268,713 | $16.5M |
| Cyr Financial Inc. | 8.51% | Add +6.7% | 266,804 | $16.3M |
| OneDigital Investment Advisors LLC | 0.12% | Add +1.7% | 239,838 | $14.7M |
| Green Ridge Wealth Planning LLC | 5.89% | Add +2.9% | 228,719 | $14.0M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -3.8% | 228,152 | $14.0M |
| Thoroughbred Financial Services, LLC | 0.65% | Reduce -3.5% | 221,021 | $13.5M |
| Centaurus Financial, Inc. | 0.50% | Reduce -2.2% | 210,983 | $12.9M |
| Estate Planners Group, LLC | 5.78% | Add +2.0% | 208,582 | $12.8M |
| NewEdge Advisors, LLC | 0.04% | Add +6.0% | 200,437 | $12.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 198,614 | $12.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -60.6% | 191,225 | $11.7M |
| JSF Financial, LLC | 1.84% | Add +4.2% | 186,891 | $11.4M |
| Summit Financial, LLC | 0.12% | Reduce -12.8% | 181,462 | $11.1M |
| Lighthouse Financial Services Inc. | 2.27% | Add +2.3% | 176,958 | $10.8M |
| Seros Financial, LLC | 5.62% | Add +2.1% | 176,305 | $10.8M |
| Vision Retirement, LLC | 2.59% | Add +2.6% | 174,996 | $10.7M |
| KPP Advisory Services LLC | 1.35% | Add +4.1% | 173,685 | $10.6M |
| Precedent Wealth Partners, LLC | 1.77% | Reduce -1.0% | 173,358 | $10.6M |
| Mgo One Seven LLC | 0.16% | Add +408.9% | 158,316 | $9.7M |
| D. E. Shaw & Co. | 0.01% | New | 155,798 | $9.5M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 152,001 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +5.2% | 148,505 | $9.1M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -1.6% | 148,018 | $9.1M |
| Ameritas Advisory Services, LLC | 0.18% | New | 147,911 | $9.1M |
| World Investment Advisors | 0.15% | Reduce -0.2% | 164,372 | $9.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -26.4% | 140,926 | $8.6M |
| D.A. Davidson & Co. | 0.05% | Add +1.6% | 139,502 | $8.5M |
| Flagship Wealth Advisors, LLC | 1.86% | Add +176.3% | 135,600 | $8.3M |
| Stratos Wealth Advisors, LLC | 0.45% | Reduce -3.6% | 134,237 | $8.2M |
| PMG Wealth Management, Inc. | 4.76% | Reduce -0.4% | 125,829 | $7.7M |
| Ashton Thomas Securities, LLC | 1.11% | Reduce -65.5% | 123,103 | $7.5M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -5.6% | 121,540 | $7.4M |
| Crescent Grove Advisors, LLC | 0.61% | No change | 117,638 | $7.2M |
| IFC & Insurance Marketing, Inc. | 6.11% | Add +8.3% | 113,274 | $6.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.9% | 112,646 | $6.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -50.1% | 112,349 | $6.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +48.6% | 110,063 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.5% | 109,818 | $6.7M |
| Gotham Asset Management | 0.02% | No change | 105,818 | $6.5M |
| Sage Mountain Advisors LLC | 0.39% | Reduce -1.7% | 104,090 | $6.4M |
| Integrity Alliance, Llc. | 0.20% | Add +3.8% | 103,872 | $6.4M |
| Savvy Advisors, Inc. | 0.13% | New | 98,864 | $6.1M |
| Aspire Capital Advisors LLC | 1.13% | Add +17.3% | 94,434 | $5.8M |
| Atria Investments, Inc | 0.06% | Reduce -41.0% | 93,174 | $5.7M |
| Comprehensive Financial Planning, Inc. | 3.03% | Add +0.8% | 92,770 | $5.7M |
| HBW Advisory Services LLC | 0.51% | Add +10.5% | 91,730 | $5.6M |
| Bawa N Mallick Trust | 1.78% | No change | 90,000 | $5.5M |
| Leavell Investment Management, Inc. | 0.20% | Reduce -3.7% | 88,334 | $5.4M |
| Mutual Advisors, LLC | 0.10% | Reduce -11.8% | 87,793 | $5.4M |
| VestGen Advisors, LLC | 0.16% | Add +5.2% | 87,602 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.3% | 87,376 | $5.4M |
| Basso Capital Management, L.P. | 1.31% | New | 86,797 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -1.5% | 84,361 | $5.2M |
| AE Wealth Management LLC | 0.02% | Add +257.3% | 83,108 | $5.1M |
| GTS Securities LLC | 0.11% | Add +999.5% | 82,727 | $5.1M |
| Tower Research Capital LLC (TRC) | 0.12% | Reduce -28.0% | 80,790 | $4.9M |
| Pinnacle Family Advisors, LLC | 2.07% | Add +12.8% | 80,545 | $4.9M |
| Ackerman Asset Management, LLC | 2.90% | Reduce -2.3% | 78,951 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 77,854 | $4.8M |
| Cornerstone Wealth Group, LLC | 0.27% | Reduce -0.4% | 74,788 | $4.6M |
| TRB Wealth Management, LLC | 0.61% | Reduce -1.3% | 74,327 | $4.6M |
| Stenger Family Office, LLC | 0.72% | Reduce -5.5% | 73,624 | $4.5M |
| IFG Advisory, LLC | 0.16% | New | 73,133 | $4.5M |
| Laraway Financial Advisors Inc | 2.64% | Reduce -0.1% | 71,054 | $4.4M |
| Asset Allocation Strategies LLC | 0.67% | Reduce -2.9% | 71,036 | $4.3M |
| &partners | 0.02% | Reduce -4.2% | 67,698 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -21.4% | 66,981 | $4.1M |
| Truvestments Capital LLC | 0.61% | Add +2.4% | 66,721 | $4.1M |
| RIA Advisory Group LLC | 0.91% | Add +1.5% | 66,665 | $4.1M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -0.0% | 66,556 | $4.1M |
| Focus Partners Wealth | 0.00% | Add +1.4% | 66,473 | $4.1M |
| Summit Financial Consulting LLC | 2.70% | Add +2.6% | 64,920 | $4.0M |
| Hutchens & Kramer Investment Management Group, LLC | 1.06% | Reduce -6.2% | 64,645 | $4.0M |
| Bulwark Capital Corp | 2.20% | Add +31.7% | 63,937 | $3.9M |
| FMR LLC | 0.00% | Add +9.5% | 62,294 | $3.8M |
| Centennial Bank | 1.22% | Add +9.4% | 61,900 | $3.8M |
| Allen Investment Management, LLC | 0.04% | No change | 61,636 | $3.8M |
| City Center Advisors, LLC | 3.05% | Add +7.4% | 61,579 | $3.8M |
| Dana Investment Advisors, Inc. | 0.10% | Add +2.0% | 61,030 | $3.7M |
| Foronjy Financial LLC | 1.37% | Reduce -7.3% | 60,882 | $3.7M |
| Principal Securities, Inc. | 0.04% | Reduce -1.9% | 60,757 | $3.7M |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Reduce -0.9% | 59,854 | $3.7M |
| Independent Financial Group, LLC | 0.07% | Add +6.5% | 58,809 | $3.6M |
| Wedbush Securities Inc. | 0.09% | Add +0.4% | 58,284 | $3.6M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.8% | 55,099 | $3.4M |
| Maia Wealth LLC | 0.50% | Reduce -30.8% | 54,986 | $3.4M |
| KCM Investment Advisors LLC | 0.10% | Reduce -8.4% | 54,775 | $3.4M |
| HighPoint Advisor Group LLC | 0.12% | Add +5.3% | 53,999 | $3.3M |
| US Bancorp \de | 0.00% | Add +0.5% | 53,788 | $3.3M |
| Renaissance Technologies | 0.00% | New | 53,300 | $3.3M |
| Cresta Advisors, Ltd. | 1.15% | Add +5.3% | 52,247 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -10.2% | 51,941 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -10.2% | 51,875 | $3.2M |
| Smith Shellnut Wilson LLC | 1.18% | Add +8.7% | 51,546 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -6.2% | 50,727 | $3.1M |
| Apeiron RIA LLC | 0.75% | Reduce -23.0% | 48,052 | $2.9M |
| PCG Wealth Advisors, LLC | 0.65% | Add +17.7% | 47,241 | $2.9M |
| Calton & Associates, Inc. | 0.42% | Add +3.7% | 46,877 | $2.9M |
| Perryman Financial Advisory Inc. | 0.38% | Add +3.3% | 46,779 | $2.9M |
| Institute for Wealth Management, LLC. | 0.25% | Reduce -0.1% | 46,216 | $2.8M |
| LaSalle St. Investment Advisors, LLC | 0.34% | Add +11.4% | 45,433 | $2.8M |
| Blair William & Co. | 0.01% | Add +114.4% | 45,063 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -45.1% | 44,821 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -18.4% | 43,615 | $2.7M |
| Milestone Asset Management Group, LLC | 1.34% | Reduce -3.4% | 43,414 | $2.7M |
| Capstone Wealth Management Group, Inc. | 1.59% | — | 43,013 | $2.6M |
| Compass Ion Advisors, LLC | 0.23% | Reduce -0.2% | 43,002 | $2.6M |
| Cerity Partners LLC | 0.00% | Reduce -4.5% | 41,661 | $2.6M |
| Walker Asset Management, LLC | 1.27% | Add +2.5% | 41,179 | $2.5M |
| Signal Advisors Wealth, LLC | 0.13% | Add +4.9% | 40,572 | $2.5M |
| Royal Fund Management, LLC | 0.20% | New | 39,705 | $2.4M |
| Sapient Capital LLC | 0.03% | Reduce -2.0% | 39,396 | $2.4M |
| Fisher Asset Management | 0.00% | Reduce -10.4% | 39,301 | $2.4M |
| Balance Wealth Partners LLC | 0.63% | Reduce -1.2% | 38,750 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +10.2% | 38,508 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -23.0% | 38,266 | $2.3M |
| Del-Sette Capital Management, LLC | 1.33% | Add +146.6% | 37,302 | $2.3M |
| WealthPlan Investment Management, LLC | 0.11% | Reduce -9.9% | 37,000 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.23% | Add +19.6% | 36,469 | $2.2M |
| Copia Wealth Management | 1.33% | Reduce -5.1% | 36,210 | $2.2M |
| Iams Wealth Management, LLC | 0.66% | Add +555.1% | 35,998 | $2.2M |
| Curtis Advisory Group, LLC | 0.42% | New | 35,698 | $2.2M |
| CoreCap Advisors, LLC | 0.06% | Reduce -8.0% | 35,692 | $2.2M |
| BlackRock, Inc. | 0.00% | Add +100.3% | 35,688 | $2.2M |
| Sowell Financial Services LLC | 0.07% | Reduce -1.6% | 35,506 | $2.2M |
| Greenleaf Trust | 0.02% | No change | 35,220 | $2.2M |
| Fortis Group Advisors, LLC | 0.34% | Reduce -7.2% | 34,900 | $2.1M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -3.6% | 34,360 | $2.1M |
| Oxford Wealth Group, LLC | 0.93% | Reduce -18.0% | 33,955 | $2.1M |
| Claro Advisors Inc. | 0.22% | Add +2.3% | 33,910 | $2.1M |
| Sound Income Strategies, LLC | 0.09% | Reduce -1.5% | 33,833 | $2.1M |
| Goodwin Investment Advisory | 4.15% | No change | 33,660 | $2.1M |
| Creative Planning | 0.00% | Add +6.2% | 33,617 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -49.3% | 32,337 | $2.0M |
| Diversified Enterprises, LLC | 0.09% | Reduce -2.6% | 31,890 | $2.0M |
| Fifth Third Bancorp | 0.00% | Reduce -36.4% | 31,612 | $1.9M |
| Magnolia Capital Advisors LLC | 0.33% | No change | 31,134 | $1.9M |
| NTV Asset Management LLC | 0.19% | Reduce -3.1% | 30,884 | $1.9M |
| Ethos Financial Group, LLC | 0.12% | Reduce -2.5% | 31,754 | $1.9M |
| Stonebrook Private Inc. | 0.34% | Reduce -16.1% | 30,133 | $1.8M |
| Meitav Investment House Ltd. | 0.01% | Add +74.0% | 29,956 | $1.8M |
| RM Financial Services, LLC | 1.35% | Reduce -1.4% | 29,572 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Add +15.3% | 29,164 | $1.8M |
| Lansing Street Advisors | 0.37% | Reduce -17.1% | 28,722 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -3.5% | 28,541 | $1.7M |
| Avestar Capital, LLC | 0.10% | Reduce -1.9% | 28,318 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +29.3% | 28,231 | $1.7M |
| Carolina Wealth Management Inc | 0.77% | — | 27,367 | $1.7M |
| Private Trust Co. NA | 0.13% | Add +0.7% | 26,957 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +324.4% | 26,955 | $1.7M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -46.0% | 26,602 | $1.6M |
| Arax Advisory Partners | 0.01% | Add +249.6% | 26,480 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -16.3% | 26,274 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.50% | Reduce -8.3% | 26,123 | $1.6M |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -56.1% | 26,022 | $1.6M |
| Sequent Planning LLC | 0.34% | Add +16.0% | 25,741 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +52.8% | 25,335 | $1.6M |
| RFG Advisory, LLC | 0.02% | Reduce -2.1% | 25,145 | $1.5M |
| Allworth Financial LP | 0.01% | Add +5.4% | 25,070 | $1.5M |
| OMNI 360 Wealth, Inc. | 0.70% | Add +1.3% | 24,815 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.8% | 24,815 | $1.5M |
| Perigon Wealth Management, LLC | 0.02% | Add +3.2% | 24,314 | $1.5M |
| Avior Wealth Management, LLC | 0.04% | Reduce -2.3% | 24,350 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +10.8% | 23,988 | $1.5M |
| Two Sigma Securities, LLC | 0.12% | Reduce -64.7% | 23,516 | $1.4M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -5.2% | 22,900 | $1.4M |
| Empowered Funds, LLC | 0.01% | Reduce -5.2% | 22,900 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +15.9% | 22,829 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.4% | 22,766 | $1.4M |
| Jump Financial, LLC | 0.01% | Reduce -85.2% | 22,697 | $1.4M |
| Keystone Wealth Services, LLC | 0.26% | Reduce -1.0% | 22,615 | $1.4M |
| Snider Financial Group | 0.35% | Add +7.4% | 22,602 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +24.8% | 21,694 | $1.3M |
| FWG Investments, LLC. | 0.70% | Reduce -2.9% | 21,550 | $1.3M |
| Hilltop Holdings Inc. | 0.11% | Reduce -5.5% | 21,537 | $1.3M |
| Moneco Advisors, LLC | 0.08% | Reduce -5.5% | 21,433 | $1.3M |
| Hardworking Capital Advisors, LLC | 1.06% | Reduce -3.0% | 21,232 | $1.3M |
| Elevation Capital Advisory, LLC | 0.50% | New | 21,085 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.8% | 20,798 | $1.3M |
| LexAurum Advisors, LLC | 0.15% | No change | 20,766 | $1.3M |
| Hilltop National Bank | 0.27% | No change | 20,650 | $1.3M |
| WBH Advisory Inc. | 0.08% | No change | 20,581 | $1.3M |
| Blue Capital, Inc. | 0.80% | New | 20,487 | $1.3M |
| Horizon Wealth Management, LLC | 0.16% | Add +0.2% | 20,268 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -3.6% | 20,108 | $1.2M |
| Baring Financial LLC | 0.67% | Reduce -2.9% | 19,825 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 19,719 | $1.2M |
| Madrona Financial Services, LLC | 0.22% | No change | 19,175 | $1.2M |
| Ethos Capital Management, Inc. | 0.82% | Reduce -26.6% | 18,705 | $1.1M |
| CCG Wealth Management, LLC | 0.26% | No change | 18,540 | $1.1M |
| NFSG Corp | 0.14% | Reduce -1.6% | 18,514 | $1.1M |
| Focus Financial Network, Inc. | 0.03% | Reduce -73.8% | 18,271 | $1.1M |
| HRT Financial LP | 0.00% | New | 18,117 | $1.1M |
| PFG Advisors | 0.05% | Reduce -84.0% | 17,563 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -9.2% | 17,466 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -67.7% | 17,357 | $1.1M |
| KG Capital Management | 0.63% | Reduce -1.3% | 17,273 | $1.1M |
| AlTi Global, Inc. | 0.02% | Add +19.6% | 16,996 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 16,786 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -26.7% | 16,658 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +1.4% | 16,343 | $1.0M |
| Seneca House Advisors | 0.35% | Reduce -1.7% | 16,328 | $1000K |
| Jane Street Group, LLC | 0.00% | Reduce -89.5% | 15,731 | $963K |
| Total Clarity Wealth Management, Inc. | 0.19% | Add +7.7% | 15,722 | $963K |
| Integrated Advisors Network LLC | 0.04% | Reduce -5.5% | 15,513 | $950K |
| Arsenal Capital Advisors LLC | 0.56% | Add +18.8% | 15,499 | $949K |
| Coastline Trust Co | 0.08% | Add +83.3% | 15,406 | $943K |
| United Advisor Group, LLC | 0.10% | Add +7.4% | 15,402 | $943K |
| Baker Avenue Asset Management, LP | 0.02% | Add +30.7% | 15,022 | $920K |
| McAdam, LLC | 0.04% | Reduce -61.3% | 14,970 | $917K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.3% | 14,751 | $903K |
| Kathmere Capital Management, LLC | 0.05% | No change | 14,463 | $886K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +120.1% | 14,433 | $884K |
| Brookstone Capital Management | 0.01% | Add +47.4% | 14,220 | $871K |
| Retireful, LLC | 0.79% | Add +2.6% | 13,778 | $845K |
| Prospera Financial Services Inc | 0.01% | Add +65.0% | 13,696 | $839K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Add +1.5% | 13,549 | $830K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +8.0% | 13,496 | $826K |
| J. M. Brown & Associates Inc. | 0.47% | — | 13,481 | $825K |
| Evolution Wealth Management Inc. | 0.48% | Reduce -17.6% | 13,464 | $824K |
| Summit Asset Management, LLC | 0.10% | No change | 13,090 | $802K |
| Great Diamond Partners, LLC | 0.14% | Add +1.8% | 12,927 | $792K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -19.4% | 12,874 | $788K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.2% | 12,696 | $777K |
| Avant Capital LLC | 0.49% | Reduce -4.9% | 12,686 | $777K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -30.2% | 12,590 | $771K |
| Modern Wealth Management, LLC | 0.01% | Reduce -53.2% | 12,560 | $769K |
| Briggs Wealth Management, Inc | 0.70% | Add +1.4% | 12,453 | $763K |
| North Star Investment Management Corp. | 0.04% | Reduce -7.6% | 12,440 | $762K |
| NWF Advisory Services Inc. | 0.07% | Add +0.6% | 12,431 | $761K |
| First Heartland Consultants, Inc. | 0.05% | Add +8.2% | 12,280 | $752K |
| Natixis Advisors, LLC | 0.00% | New | 12,276 | $751K |
| Valley Brook Capital Group, Inc. | 0.42% | Add +13.4% | 12,170 | $745K |
| Benjamin Edwards Inc. | 0.01% | Add +1.9% | 11,745 | $719K |
| Kane Investment Management, Inc. | 0.30% | Reduce -49.0% | 11,639 | $713K |
| Insight Advisors, LLC/ PA | 0.13% | Add +2.5% | 11,629 | $712K |
| Samalin Investment Counsel, LLC | 0.23% | Reduce -0.2% | 11,595 | $710K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -11.7% | 11,591 | $710K |
| Colonial River Investments, LLC | 0.20% | Reduce -64.9% | 11,508 | $705K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -15.4% | 11,496 | $704K |
| Waverly Advisors, LLC | 0.00% | Add +19.5% | 11,419 | $699K |
| Cooper Financial Group | 0.06% | Reduce -2.1% | 11,373 | $696K |
| Choreo, LLC | 0.01% | Add +0.1% | 11,338 | $694K |
| Lee Johnson Capital Management, LLC | 0.22% | Add +16.5% | 11,253 | $689K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +27.2% | 11,120 | $681K |
| Latitude Advisors, LLC | 0.27% | Reduce -9.0% | 11,093 | $679K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 11,090 | $679K |
| Fortune 45 LLC | 0.29% | Add +0.7% | 11,074 | $678K |
| Investors Research Corp | 0.12% | Add +3.2% | 11,037 | $676K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +15.6% | 11,100 | $674K |
| FOCUS Wealth Advisors, LLC | 0.31% | No change | 10,920 | $669K |
| Maridea Wealth Management LLC | 0.07% | Add +14.1% | 10,866 | $665K |
| Keystone Financial Group | 0.04% | Reduce -15.0% | 10,760 | $659K |
| Partners Wealth Management, LLC | 0.64% | No change | 10,628 | $651K |
| Insigneo Advisory Services, LLC | 0.02% | Add +8.6% | 10,575 | $648K |
| Compound Planning, Inc. | 0.02% | Add +155.6% | 10,560 | $647K |
| StoneX Group Inc. | 0.03% | New | 10,243 | $642K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -4.9% | 10,332 | $633K |
| Founders Financial Alliance, LLC | 0.08% | Add +3.4% | 10,255 | $628K |
| Smith, Moore & Co. | 0.04% | Reduce -5.3% | 10,245 | $627K |
| Selective Wealth Management, Inc. | 0.16% | No change | 10,309 | $626K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.2% | 10,110 | $619K |
| Wilkerson Advisory Group LLC | 0.19% | No change | 10,095 | $618K |
| Advisor OS, LLC | 0.04% | Reduce -0.4% | 10,022 | $614K |
| Retirement Planning Group, LLC / NY | 0.33% | Add +0.2% | 9,819 | $601K |
| Wedmont Private Capital | 0.02% | No change | 9,641 | $598K |
| Cadent Capital Advisors, LLC | 0.12% | Add +0.3% | 9,723 | $595K |
| ELCO Management Co., LLC | 0.25% | No change | 9,650 | $591K |
| Harbour Investments, Inc. | 0.01% | Reduce -43.5% | 9,605 | $588K |
| Savant Capital, LLC | 0.00% | Reduce -5.6% | 9,539 | $585K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -1.6% | 9,507 | $582K |
| Trilogy Capital Inc. | 0.02% | Reduce -3.9% | 9,492 | $581K |
| Leslie Global Wealth, LLC | 0.23% | Reduce -4.5% | 9,481 | $581K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -5.4% | 9,421 | $577K |
| IMC-Chicago, LLC | 0.01% | Add +55.4% | 9,327 | $571K |
| Columbia Advisory Partners LLC | 0.31% | No change | 9,262 | $567K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.0% | 9,255 | $567K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +36.1% | 9,129 | $559K |
| Balboa Wealth Partners | 0.07% | Reduce -7.2% | 8,991 | $551K |
| RDA Financial Network | 0.12% | Add +1.7% | 8,902 | $545K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Reduce -3.8% | 8,885 | $544K |
| Liberty Atlantic Advisors LLC | 0.39% | Add +21.0% | 8,815 | $540K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.2% | 8,772 | $537K |
| Moller Wealth Partners | 0.10% | Reduce -60.9% | 8,641 | $529K |
| MainStreet Investment Advisors LLC | 0.07% | No change | 8,565 | $524K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 8,565 | $524K |
| Darrow Company, Inc. | 0.20% | No change | 8,436 | $517K |
| Mezzasalma Advisors, LLC | 0.10% | No change | 8,411 | $515K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +86.3% | 8,379 | $513K |
| Triad Wealth Partners, LLC | 0.03% | Add +1.1% | 8,247 | $510K |
| Pioneer Family Office, LLC | 0.26% | Add +192.0% | 8,319 | $509K |
| Global Financial Private Client, LLC | 0.14% | No change | 8,284 | $507K |
| Three Magnolias Financial Advisors, LLC | 0.28% | Reduce -17.1% | 8,250 | $505K |
| Corient Private Wealth LP | 0.00% | Reduce -38.5% | 8,244 | $505K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -16.8% | 8,236 | $504K |
| Essex Bank | 0.11% | Reduce -2.0% | 8,153 | $499K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,020 | $491K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 8,000 | $490K |
| DAVENPORT & Co LLC | 0.00% | No change | 7,996 | $490K |
| Kickstand Ventures, Llc. | 0.08% | Reduce -0.6% | 7,460 | $457K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -12.9% | 7,431 | $455K |
| Geneos Wealth Management Inc. | 0.01% | Add +50.3% | 7,262 | $445K |
| Tsfg, LLC | 0.05% | Reduce -94.8% | 7,062 | $432K |
| Arwa LLC | 0.18% | Reduce -21.2% | 6,897 | $424K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | No change | 6,863 | $420K |
| Americana Partners, LLC | 0.01% | Add +11.7% | 6,814 | $417K |
| Nuveen, LLC | 0.00% | New | 6,806 | $417K |
| Capital Wealth Alliance, LLC | 0.19% | Reduce -4.5% | 6,614 | $405K |
| Headlands Technologies LLC | 0.04% | Add +44.9% | 6,541 | $401K |
| Lifelong Wealth Advisors, Inc. | 0.09% | Reduce -95.3% | 6,511 | $399K |
| Runnymede Capital Advisors, Inc. | 0.24% | No change | 6,504 | $398K |
| CDM Financial Counseling Services, Inc. | 0.34% | No change | 6,500 | $398K |
| Soltis Investment Advisors LLC | 0.02% | Add +6.1% | 6,494 | $398K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.9% | 6,485 | $397K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 6,476 | $397K |
| Westco Advisory Services Inc. | 0.24% | Reduce -0.4% | 6,395 | $392K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,392 | $391K |
| Simplicity Wealth,LLC | 0.01% | Add +33.8% | 6,359 | $389K |
| Alchemi Wealth, LLC | 0.18% | No change | 6,335 | $388K |
| Beacon Financial Group | 0.04% | Reduce -2.9% | 6,309 | $386K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.2% | 6,294 | $385K |
| Parcion Private Wealth LLC | 0.02% | No change | 6,188 | $379K |
| Synergy Asset Management, LLC | 0.04% | Reduce -4.1% | 6,168 | $378K |
| Impact Partnership Wealth, LLC | 0.04% | Add +16.9% | 6,154 | $377K |
| Ascent Wealth Partners, LLC | 0.04% | Reduce -21.5% | 6,154 | $377K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -61.5% | 6,069 | $372K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.5% | 6,028 | $369K |
| A4 Wealth Advisors LLC | 0.25% | Add +12.8% | 6,018 | $368K |
| Carr Financial Group Corp | 0.08% | Reduce -15.8% | 5,978 | $366K |
| Capital CS Group, LLC | 0.53% | Add +21.1% | 5,960 | $365K |
| Uptick Partners, LLC | 0.06% | No change | 5,910 | $362K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,861 | $359K |
| WealthTrak Capital Management LLC | 0.23% | Reduce -3.4% | 5,825 | $357K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -77.4% | 5,847 | $355K |
| IHT Wealth Management, LLC | 0.01% | Reduce -25.1% | 5,770 | $353K |
| Founders Financial Securities LLC | 0.02% | Add +19.1% | 5,744 | $352K |
| Well Done, LLC | 0.05% | No change | 5,712 | $350K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.9% | 5,581 | $342K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 5,564 | $341K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -17.6% | 5,509 | $337K |
| Jackson Wealth Management, LLC | 0.20% | Reduce -96.2% | 5,503 | $337K |
| Brighton Jones LLC | 0.01% | Reduce -16.2% | 5,422 | $332K |
| Goepper Burkhardt LLC | 0.10% | No change | 5,420 | $332K |
| One Wealth Advisors, LLC | 0.04% | Reduce -29.1% | 5,373 | $329K |
| Novak & Powell Financial Services, Inc. | 0.15% | Reduce -24.1% | 5,353 | $328K |
| Daviman Financial, LLC | 0.18% | Reduce -19.3% | 5,310 | $325K |
| CIBC Bancorp USA Inc. | 0.00% | New | 5,237 | $321K |
| Gentry Private Wealth, LLC | 0.16% | No change | 5,230 | $320K |
| GoalVest Advisory LLC | 0.06% | No change | 5,230 | $320K |
| Aviso Wealth Management | 0.11% | Add +4.3% | 5,205 | $319K |
| Pathstone Holdings, LLC | 0.00% | No change | 5,170 | $317K |
| Two Sigma Investments, LP | 0.00% | Reduce -97.6% | 5,150 | $315K |
| Waddell & Associates, LLC | 0.02% | No change | 5,085 | $311K |
| Somerset Group LLC | 0.22% | No change | 5,000 | $310K |
| Embree Financial Group | 0.03% | Reduce -6.7% | 5,044 | $309K |
| Citrine Capital LLC | 0.11% | Add +0.5% | 5,026 | $308K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 5,021 | $307K |
| Missouri Trust & Investment Co | 0.08% | Reduce -6.3% | 5,050 | $307K |
| Wealth Architects, LLC | 0.02% | No change | 4,980 | $305K |
| XY Planning Network, Inc. | 0.04% | New | 4,931 | $302K |
| Bank of New Hampshire | 0.06% | Reduce -10.4% | 4,900 | $300K |
| Guidance Capital, Inc. | 0.06% | No change | 4,875 | $300K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 5,443 | $297K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 4,825 | $295K |
| Stewardship Advisors, LLC | 0.06% | Reduce -9.1% | 4,631 | $284K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -12.3% | 4,591 | $281K |
| Professional Financial Advisors, LLC | 0.05% | No change | 4,572 | $280K |
| Regions Financial Corp. | 0.00% | Add +8.8% | 4,563 | $279K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -7.9% | 4,534 | $278K |
| Park Avenue Securities LLC | 0.00% | New | 4,499 | $275K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Add +3.9% | 4,483 | $274K |
| Fiduciary Alliance LLC | 0.02% | Reduce -6.5% | 4,308 | $264K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -55.7% | 4,293 | $263K |
| Game Plan Financial Advisors, LLC | 0.10% | No change | 4,265 | $261K |
| Oath Planning, LLC | 0.19% | Add +0.2% | 4,255 | $261K |
| Future Financial Wealth Managment LLC | 0.16% | Reduce -17.6% | 4,307 | $259K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.07% | Reduce -15.8% | 4,215 | $258K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -17.5% | 4,193 | $257K |
| Burns Matteson Capital Management, LLC | 0.08% | No change | 4,170 | $255K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -9.3% | 4,115 | $252K |
| Pacific Sun Financial Corp | 0.10% | No change | 4,077 | $250K |
| Strategic Financial Concepts, LLC | 0.07% | New | 3,981 | $247K |
| Clarus Group, Inc. | 0.08% | No change | 4,000 | $245K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.2% | 3,995 | $245K |
| Viawealth, LLC | 0.12% | Add +0.6% | 3,981 | $244K |
| MSH Capital Advisors LLC | 0.04% | Reduce -36.5% | 3,944 | $241K |
| Granite Harbor Advisors, Inc. | 0.09% | Add +0.2% | 3,870 | $237K |
| Essex Financial Services, Inc. | 0.01% | Add +0.0% | 3,849 | $236K |
| Matauro, LLC | 0.03% | Add +0.2% | 3,846 | $235K |
| Steffes Financial, Ltd. | 0.10% | No change | 3,825 | $234K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -39.2% | 3,803 | $233K |
| Centric Wealth Management | 0.04% | No change | 3,780 | $231K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,757 | $230K |
| Redwood Financial Network Corp | 0.13% | New | 3,755 | $230K |
| Compass Capital Corp. /Ma/ | 0.07% | Add +0.1% | 3,634 | $230K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,735 | $229K |
| Valeo Financial Advisors, LLC | 0.00% | Add +0.2% | 3,733 | $229K |
| POM Investment Strategies, LLC | 0.26% | Reduce -9.1% | 3,730 | $228K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.1% | 3,727 | $228K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,769 | $228K |
| FFG Retirement Advisors LLC | 0.12% | Reduce -95.8% | 3,722 | $228K |
| William Mack & Associates, Inc. | 0.08% | New | 3,706 | $227K |
| Werba Rubin Papier Wealth Management | 0.03% | New | 3,695 | $226K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -25.8% | 3,642 | $223K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 3,630 | $223K |
| Eclectic Associates Inc. | 0.03% | New | 3,640 | $223K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 3,595 | $220K |
| Plancorp, LLC | 0.01% | New | 3,590 | $220K |
| Navigation Group, LLC | 0.04% | New | 3,568 | $218K |
| Wealth Group Ltd | 0.04% | New | 3,545 | $217K |
| QRG Capital Management, Inc. | 0.00% | New | 3,485 | $213K |
| WESPAC Advisors, LLC | 0.10% | New | 3,461 | $212K |
| Belpointe Asset Management LLC | 0.01% | New | 3,457 | $212K |
| Associated Banc-Corp | 0.01% | New | 3,456 | $212K |
| PKS Advisory Services, LLC | 0.03% | Reduce -7.5% | 3,454 | $212K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.15% | No change | 3,442 | $211K |
| Firestone Capital Management | 0.04% | New | 3,410 | $209K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 3,399 | $208K |
| Rhodes Investment Advisors Inc. | 0.15% | New | 3,375 | $207K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 3,362 | $206K |
| CWA Asset Management Group, LLC | 0.01% | New | 3,334 | $204K |
| Wesbanco Bank Inc. | 0.01% | New | 3,332 | $204K |
| Thompson David Blair | 0.10% | New | 3,331 | $204K |
| Peak Planning Group, LLC | 0.05% | New | 3,309 | $203K |
| Northern Trust Corp. | 0.00% | New | 3,302 | $202K |
| National Bank of Canada | 0.00% | Add +15.4% | 3,300 | $202K |
| IAM Advisory, LLC | 0.04% | New | 3,268 | $200K |
| Vanguard National Trust Co | 0.01% | No change | 3,190 | $195K |
| AdvisorNet Financial, Inc | 0.01% | Add +21.0% | 3,024 | $185K |
| Kingdom Financial Group LLC. | 0.05% | Add +7.0% | 2,968 | $182K |
| American Capital Advisory, LLC | 0.06% | No change | 2,750 | $168K |
| Larson Financial Group LLC | 0.00% | Reduce -17.9% | 2,631 | $161K |
| S.A. Mason LLC | 0.05% | No change | 2,600 | $159K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $153K |
| Continuum Advisory, LLC | 0.01% | New | 2,374 | $145K |
| Quantbot Technologies LP | 0.01% | Reduce -88.8% | 2,255 | $138K |
| High Point Wealth Management, LLC | 0.10% | Add +0.2% | 2,042 | $125K |
| Key Financial Inc | 0.02% | No change | 1,892 | $116K |
| Register Financial Advisors LLC | 0.03% | No change | 1,770 | $108K |
| Crews Bank & Trust | 0.01% | No change | 1,750 | $107K |
| Parallel Advisors, LLC | 0.00% | Add +325.4% | 1,693 | $104K |
| International Assets Investment Management, LLC | 0.01% | Reduce -0.1% | 1,585 | $97K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +4.2% | 1,567 | $96K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,498 | $92K |
| Creative Financial Designs Inc. | 0.00% | Reduce -80.9% | 1,419 | $87K |
| Quent Capital, LLC | 0.01% | New | 1,400 | $86K |
| Main Street Group, LTD | 0.02% | No change | 1,370 | $84K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -19.0% | 1,305 | $80K |
| JNBA Financial Advisors | 0.01% | No change | 1,250 | $77K |
| Rothschild Investment LLC | 0.00% | No change | 1,240 | $76K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,255 | $76K |
| Archer Investment Corp | 0.01% | No change | 1,234 | $76K |
| Caitlin John, LLC | 0.04% | Add +32.9% | 1,217 | $75K |
| Winthrop Capital Management, LLC | 0.02% | No change | 1,200 | $73K |
| Ancora Advisors LLC | 0.00% | Add +2.3% | 1,178 | $72K |
| Luminist Capital LLC | 0.08% | No change | 1,095 | $67K |
| MCF Advisors LLC | 0.00% | No change | 1,055 | $65K |
| Bokf, NA | 0.00% | Add +567.5% | 1,028 | $63K |
| CGC Financial Services, LLC | 0.01% | No change | 1,026 | $63K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 996 | $61K |
| Horizon Investments, LLC | 0.00% | Add +479.4% | 985 | $60K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 900 | $55K |
| Financial Gravity Companies, Inc. | 0.01% | — | 816 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.6% | 794 | $49K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.3% | 700 | $43K |
| EPG Wealth Management LLC | 0.01% | No change | 690 | $42K |
| LGT Financial Advisors LLC | 0.22% | Reduce -12.3% | 678 | $42K |
| Lanark Financial, Inc. | 0.00% | No change | 657 | $40K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 654 | $40K |
| Union Savings Bank | 0.02% | New | 652 | $40K |
| Millstone Evans Group, LLC | 0.02% | No change | 636 | $39K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 635 | $39K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.3% | 608 | $37K |
| Vanguard Advisers Inc. | 0.00% | Reduce -5.9% | 602 | $37K |
| Key Capital Management, INC | 0.02% | New | 600 | $37K |
| SouthState Bank Corp | 0.00% | No change | 600 | $37K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -14.9% | 571 | $35K |
| Hager Investment Management Services, LLC | 0.02% | No change | 550 | $34K |
| Assetmark, Inc. | 0.00% | Add +56.8% | 541 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -32.2% | 525 | $32K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 520 | $32K |
| Godsey & Gibb, Inc. | 0.00% | No change | 510 | $31K |
| Downshift Financial, LLC | 0.01% | New | 510 | $31K |
| Concord Wealth Partners | 0.00% | New | 494 | $30K |
| Fortitude Family Office, LLC | 0.00% | New | 373 | $23K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 372 | $23K |
| Birchbrook, Inc. | 0.01% | Add +135.3% | 353 | $22K |
| Abound Wealth Management | 0.00% | Add +27.7% | 346 | $21K |
| Hickory Point Bank & Trust | 0.01% | No change | 341 | $21K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 329 | $20K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -88.3% | 324 | $20K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 300 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -92.5% | 260 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -95.1% | 241 | $15K |
| Trust Co. of Vermont | 0.00% | — | 239 | $15K |
| Founders Capital Management | 0.01% | No change | 230 | $14K |
| Fairway Wealth LLC | 0.00% | New | 229 | $14K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 200 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 200 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +26.0% | 184 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 173 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 166 | $10K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 150 | $9K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +71.4% | 144 | $9K |
| Networth Advisors, LLC | 0.00% | New | 116 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 115 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 115 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.0% | 115 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 105 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 103 | $6K |
| Milestone Investment Advisors LLC | 0.00% | New | 91 | $6K |
| SWAN Capital LLC | 0.00% | Add +1.2% | 86 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 75 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -79.8% | 75 | $5K |
| Cornerstone Financial Management LLC | 0.00% | New | 72 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +25.0% | 70 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 67 | $4K |
| Valley National Advisers Inc. | 0.00% | Reduce -16.7% | 65 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -98.0% | 60 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 57 | $3K |
| GAMMA Investing LLC | 0.00% | New | 50 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $3K |
| Rossby Financial, LCC | 0.00% | Reduce -93.0% | 42 | $3K |
| Allied Private Wealth LLC | 0.00% | — | 40 | $2K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 35 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 38 | $2K |
| Tidemark, LLC | 0.00% | Add +3.9% | 27 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 26 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 11 | $674 |
| Valued Wealth Advisors LLC | 0.00% | New | 8 | $490 |
| First Command Advisory Services, Inc. | 0.00% | Reduce -88.0% | 6 | $367 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5 | $306 |
| Compass Financial Management LLC | 0.00% | — | 2 | $125 |
| BNP Paribas Financial Markets | 0.00% | New | 1 | $61 |
"% 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.