XLG Institutional Ownership & Shareholders
INVESCO S&P 500 TOP 50 ETF (XLG) is currently held by 569 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.95B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XLG tracked by InsiderSet, reporting ownership valued at approximately $578.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $575.34M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed XLG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Jpmorgan Chase & Co, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 TOP 50 ETF (XLG).
This page ranks the largest institutional XLG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
569
Total Reported Value
$4.95B
Largest Holder
Lpl Financial Llc
Largest Position
$578.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.13% | 9,447,300 | $578,458,156 | $575,340,570 | -$3,117,586 | -0.54% | |
| Jpmorgan Chase & Co | 0.03% | 7,169,840 | $433,560,354 | $436,643,256 | +$3,082,902 | +0.71% | |
| Morgan Stanley | 0.02% | 6,378,648 | $390,564,649 | $388,459,663 | -$2,104,986 | -0.54% | |
| Wells Fargo & Company/Mn | 0.04% | 3,445,571 | $210,972,316 | $209,835,274 | -$1,137,042 | -0.54% | |
| Bank Of America Corp | 0.01% | 3,095,951 | $189,565,095 | $188,543,416 | -$1,021,679 | -0.54% | |
| Raymond James Financial Inc | 0.05% | 2,774,385 | $169,875,557 | $168,960,047 | -$915,511 | -0.54% | |
| Principle Wealth Partners Llc | 8.00% | 2,609,727 | $166,004,783 | $158,932,374 | -$7,072,409 | -4.26% | |
| Osaic Holdings, Inc. | 0.17% | 2,378,244 | $145,620,444 | $144,835,060 | -$785,384 | -0.54% | |
| Johnson Financial Group, Inc. | 4.54% | 2,255,508 | $138,104,735 | $137,360,437 | -$744,298 | -0.54% | |
| Royal Bank Of Canada | 0.02% | 1,921,389 | $117,646,000 | $117,012,590 | -$633,410 | -0.54% | |
| Means Investment Co., Inc. | 7.60% | 1,645,014 | $104,639,364 | $100,181,353 | -$4,458,011 | -4.26% | |
| Ameriprise Financial Inc | 0.02% | 1,689,089 | $103,388,600 | $102,865,520 | -$523,080 | -0.51% | |
| Ubs Group Ag | 0.01% | 1,300,255 | $79,614,613 | $79,185,530 | -$429,084 | -0.54% | |
| Lido Advisors, Llc | 0.27% | 1,257,704 | $77,009,285 | $76,594,174 | -$415,111 | -0.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 1,125,083 | $72,556,610 | $68,517,555 | -$4,039,055 | -5.57% | |
| Stifel Financial Corp | 0.06% | 1,122,247 | $68,714,853 | $68,344,842 | -$370,011 | -0.54% | |
| Bogart Wealth, Llc | 2.35% | 1,120,730 | $68,622,328 | $68,252,457 | -$369,871 | -0.54% | |
| Envestnet Asset Management Inc | 0.02% | 1,074,733 | $65,805,930 | $65,451,240 | -$354,690 | -0.54% | |
| Invesco Ltd. | 0.00% | 931,939 | $57,062,625 | $56,755,085 | -$307,540 | -0.54% | |
| Mml Investors Services, Llc | 0.11% | 887,762 | $54,357,684 | $54,064,706 | -$292,978 | -0.54% | |
| Clearstead Advisors, Llc | 0.50% | 865,654 | $53,004,000 | $52,718,329 | -$285,671 | -0.54% | |
| Demars Financial Group, Llc | 13.37% | 804,452 | $51,171,169 | $48,991,127 | -$2,180,042 | -4.26% | |
| Jones Financial Companies Lllp | 0.02% | 837,467 | $49,661,776 | $51,001,740 | +$1,339,964 | +2.70% | |
| Cetera Investment Advisers | 0.04% | 746,104 | $45,683,962 | $45,437,734 | -$246,228 | -0.54% | |
| Citigroup Inc | 0.02% | 745,845 | $45,668,107 | $45,421,961 | -$246,147 | -0.54% | |
| Private Advisor Group, Llc | 0.19% | 664,341 | $40,677,578 | $40,458,367 | -$219,211 | -0.54% | |
| One Capital Management, Llc | 1.07% | 704,917 | $38,453,259 | $42,929,445 | +$4,476,186 | +11.64% | |
| Farther Finance Advisors, Llc | 0.27% | 595,456 | $37,876,966 | $36,263,270 | -$1,613,696 | -4.26% | |
| Cedar Wealth Management, Llc | 9.26% | 588,062 | $36,007,063 | $35,812,976 | -$194,087 | -0.54% | |
| United Capital Financial Advisors, Llc | 0.19% | 575,169 | $35,234,863 | $35,027,792 | -$207,071 | -0.59% | |
| Quattro Financial Advisors Llc | 6.37% | 482,543 | $30,694,560 | $29,386,869 | -$1,307,691 | -4.26% | |
| Stratos Wealth Partners, Ltd. | 0.28% | 449,071 | $27,496,677 | $27,348,424 | -$148,253 | -0.54% | |
| Core Wealth Advisors, Inc. | 4.95% | 402,306 | $24,633,166 | $24,500,435 | -$132,731 | -0.54% | |
| Goldman Sachs Group Inc | 0.00% | 374,672 | $22,941,167 | $22,817,525 | -$123,642 | -0.54% | |
| Ep Wealth Advisors, Llc | 0.08% | 343,570 | $21,036,763 | $20,923,413 | -$113,350 | -0.54% | |
| Brown Advisory Inc | 0.03% | 342,322 | $20,960,401 | $20,847,410 | -$112,991 | -0.54% | |
| Tulsa Wealth Advisors, Inc | 2.82% | 326,731 | $20,005,750 | $19,897,918 | -$107,832 | -0.54% | |
| Segment Wealth Management, Llc | 1.01% | 308,926 | $19,650,783 | $18,813,593 | -$837,190 | -4.26% | |
| Equitable Holdings, Inc. | 0.12% | 318,702 | $19,514,104 | $19,408,952 | -$105,152 | -0.54% | |
| Commonwealth Equity Services, Llc | 0.03% | 302,454 | $19,239,092 | $18,419,449 | -$819,643 | -4.26% | |
| Cyr Financial Inc. | 8.88% | 287,091 | $18,261,837 | $17,483,842 | -$777,995 | -4.26% | |
| Gladstone Institutional Advisory Llc | 0.54% | 276,809 | $16,948,991 | $16,857,668 | -$91,323 | -0.54% | |
| Altfest L J & Co Inc | 1.66% | 262,096 | $16,671,896 | $15,961,646 | -$710,250 | -4.26% | |
| Qube Research & Technologies Ltd | 0.02% | 272,205 | $16,667,112 | $16,577,285 | -$89,828 | -0.54% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 1.94% | 268,713 | $16,453,305 | $16,364,622 | -$88,683 | -0.54% | |
| Action Point Financial Planning, Llc | 1.69% | 255,658 | $15,654,774 | $15,569,572 | -$85,202 | -0.54% | |
| Onedigital Investment Advisors Llc | 0.12% | 239,838 | $14,685,309 | $14,606,134 | -$79,175 | -0.54% | |
| Green Ridge Wealth Planning Llc | 5.63% | 220,635 | $14,034,623 | $13,436,672 | -$597,952 | -4.26% | |
| Integrated Wealth Concepts Llc | 0.09% | 228,152 | $13,969,756 | $13,894,457 | -$75,299 | -0.54% | |
| Thoroughbred Financial Services, Llc | 0.65% | 221,021 | $13,533,000 | $13,460,179 | -$72,821 | -0.54% |
Frequently asked questions about XLG
Who are the largest institutional holders of XLG?
The largest institutional holders of XLG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Jpmorgan Chase & Co, Morgan Stanley, Wells Fargo & Company/Mn, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XLG position.
What is XLG institutional ownership?
This page tracks XLG positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 TOP 50 ETF (XLG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLG?
InsiderSet currently tracks 569 institutional managers reporting XLG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLG shareholders.
How much XLG stock do institutions own?
Institutional investment managers disclosed approximately $4.95B in XLG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLG institutional ownership last updated?
The latest XLG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XLG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLG position after the reporting date.
Are institutions buying or selling XLG?
Institutional buying and selling can be analyzed by comparing XLG positions across consecutive 13F reporting periods. InsiderSet's XLG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLG ownership changes.
How has XLG institutional ownership changed over time?
InsiderSet tracks XLG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.