INVESCO S&P 500 TOP 50 ETF XLG
$60.73
-0.5% 52w: $49.48 – $64.47
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data49.4856.9764.47
Jun 20, 2025 Jul 2, 2026
Institutional holders
561
-81 QoQ
13F value
$4.28B
-29.5% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
14.5×
$6.2M calls / $431K puts
Institutional value by quarter
Number of holders
Who owns XLG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 10.0M | $545.0M | 0.1% | -13.5% |
| MORGAN STANLEY | Bank broker | 6.5M | $354.9M | 0.0% | -6.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $191.3M | 0.0% | -8.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.2M | $176.0M | 0.0% | -27.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.9M | $155.8M | 0.0% | +4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.7M | $147.2M | 0.2% | -4.9% |
| Principle Wealth Partners LLC | Other | 2.6M | $139.3M | 8.0% | +3.5% |
| Johnson Financial Group, Inc. | Wealth advisor | 2.1M | $113.0M | 4.1% | +2.7% |
| UBS Group AG | Bank broker | 1.8M | $100.9M | 0.0% | -0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $88.4M | 0.0% | -5.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.6M | $85.6M | 0.0% | -4.9% |
| MEANS INVESTMENT CO., INC. | Wealth advisor | 1.6M | $85.3M | 7.5% | +6.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.4M | $79.4M | 0.2% | -40.3% |
| Lido Advisors, LLC | Wealth advisor | 1.3M | $72.4M | 0.3% | +6.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $65.0M | 0.0% | -39.9% |
| Bogart Wealth, LLC | Wealth advisor | 1.1M | $60.0M | 2.3% | +2.3% |
| Invesco Ltd. | Index provider | 1.0M | $55.1M | 0.0% | -2.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $54.9M | 0.1% | +6.5% |
| HighTower Advisors, LLC | Diversified mechanical | 898.4K | $49.0M | 0.1% | +25.1% |
| Clearstead Advisors, LLC | Wealth advisor | 874.8K | $47.7M | 0.4% | -1.4% |
| Demars Financial Group, LLC | Wealth advisor | 775.0K | $42.3M | 13.9% | -2.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 740.8K | $40.4M | 0.1% | -14.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 758.5K | $40.1M | 0.0% | +21.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 715.4K | $39.0M | 0.0% | +63.8% |
| JPMORGAN CHASE & CO | Bank broker | 733.4K | $38.7M | 0.0% | -80.9% |
| One Capital Management, LLC | Wealth advisor | 704.9K | $38.5M | 1.1% | +191.1% |
| Cetera Investment Advisers | Wealth advisor | 692.5K | $37.8M | 0.0% | -9.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 654.6K | $36.0M | 0.3% | +141.2% |
| Private Advisor Group, LLC | Wealth advisor | 658.0K | $35.9M | 0.2% | -8.2% |
| CITIGROUP INC | Bank broker | 597.3K | $32.6M | 0.0% | +38.9% |
| Cedar Wealth Management, LLC | Wealth advisor | 582.0K | $31.8M | 9.2% | +2.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 570.8K | $31.2M | 0.2% | -0.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 485.9K | $26.5M | 0.1% | +3.2% |
| Tulsa Wealth Advisors, INC | Wealth advisor | 461.0K | $25.1M | 4.4% | New |
| BROWN ADVISORY INC | Diversified mechanical | 450.1K | $24.6M | 0.0% | -19.7% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 449.0K | $24.5M | 0.0% | +27.9% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 409.6K | $22.3M | 0.3% | -5.0% |
| Core Wealth Advisors, Inc. | Wealth advisor | 390.0K | $21.3M | 5.1% | +5.7% |
| Equitable Holdings, Inc. | Wealth advisor | 357.9K | $21.2M | 0.1% | +7.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 365.6K | $19.9M | 0.0% | -70.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 359.5K | $19.6M | 0.1% | -0.8% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 356.6K | $19.5M | 2.4% | +4.7% |
| QUATTRO FINANCIAL ADVISORS LLC | Wealth advisor | 337.8K | $18.4M | 5.6% | -27.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 317.1K | $17.3M | 0.0% | -11.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 303.8K | $16.6M | 0.0% | -15.2% |
| Segment Wealth Management, LLC | Other | 293.0K | $16.0M | 0.9% | -0.6% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 288.5K | $15.7M | 0.6% | -44.7% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | Wealth advisor | 253.1K | $13.8M | 1.9% | +0.2% |
| Cyr Financial Inc. | Wealth advisor | 250.0K | $13.6M | 8.0% | +8.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 237.2K | $12.9M | 0.1% | -35.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.