INVESCO S&P 500 TOP 50 ETF (XLG) Institutional Shareholders
INVESCO S&P 500 TOP 50 ETF (XLG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.23B in XLG holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XLG tracked by InsiderSet, reporting ownership valued at approximately $544.97M in its March 31, 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 $607.11M, representing an estimated gain of +11.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed XLG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, 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
$4.23B
Largest Holder
Lpl Financial Llc
Largest Position
$544.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.14% | 9,990,301 | $544,970,879 | $607,110,592 | +$62,139,713 | +11.40% | |
| Morgan Stanley | 0.02% | 6,506,378 | $354,922,932 | $395,392,591 | +$40,469,659 | +11.40% | |
| Wells Fargo & Company/Mn | 0.04% | 3,506,546 | $191,282,094 | $213,092,800 | +$21,810,706 | +11.40% | |
| Bank Of America Corp | 0.01% | 3,226,423 | $176,001,351 | $196,069,726 | +$20,068,375 | +11.40% | |
| Raymond James Financial Inc | 0.05% | 2,855,522 | $155,768,753 | $173,530,072 | +$17,761,319 | +11.40% | |
| Osaic Holdings, Inc. | 0.22% | 2,698,584 | $147,208,338 | $163,992,950 | +$16,784,612 | +11.40% | |
| Principle Wealth Partners Llc | 7.96% | 2,552,987 | $139,265,445 | $155,145,020 | +$15,879,575 | +11.40% | |
| Johnson Financial Group, Inc. | 4.09% | 2,071,676 | $113,009,929 | $125,895,751 | +$12,885,822 | +11.40% | |
| Ubs Group Ag | 0.02% | 1,849,717 | $100,902,062 | $112,407,302 | +$11,505,240 | +11.40% | |
| Ameriprise Financial Inc | 0.02% | 1,622,195 | $88,425,854 | $98,580,790 | +$10,154,936 | +11.48% | |
| Royal Bank Of Canada | 0.02% | 1,569,561 | $85,619,000 | $95,382,222 | +$9,763,222 | +11.40% | |
| Means Investment Co., Inc. | 7.45% | 1,564,330 | $85,334,194 | $95,064,334 | +$9,730,140 | +11.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.14% | 1,370,284 | $84,930,225 | $83,272,159 | -$1,658,066 | -1.95% | |
| Lido Advisors, Llc | 0.28% | 1,327,458 | $72,412,993 | $80,669,623 | +$8,256,630 | +11.40% | |
| Bogart Wealth, Llc | 2.35% | 1,120,730 | $68,622,328 | $68,106,762 | -$515,566 | -0.75% | |
| Envestnet Asset Management Inc | 0.02% | 1,074,733 | $65,805,930 | $65,311,524 | -$494,406 | -0.75% | |
| Invesco Ltd. | 0.01% | 1,010,100 | $55,100,955 | $61,383,777 | +$6,282,822 | +11.40% | |
| Stifel Financial Corp | 0.05% | 1,006,728 | $54,917,142 | $61,178,861 | +$6,261,719 | +11.40% | |
| Hightower Advisors, Llc | 0.05% | 898,421 | $49,008,860 | $54,597,044 | +$5,588,184 | +11.40% | |
| Clearstead Advisors, Llc | 0.44% | 874,839 | $47,722,442 | $53,163,966 | +$5,441,524 | +11.40% | |
| Demars Financial Group, Llc | 13.17% | 776,421 | $47,540,250 | $47,183,104 | -$357,146 | -0.75% | |
| Citigroup Inc | 0.02% | 745,845 | $45,668,107 | $45,325,001 | -$343,106 | -0.75% | |
| Private Advisor Group, Llc | 0.19% | 664,341 | $40,677,578 | $40,372,003 | -$305,575 | -0.75% | |
| Mml Investors Services, Llc | 0.11% | 740,807 | $40,411,005 | $45,018,841 | +$4,607,836 | +11.40% | |
| Jones Financial Companies Lllp | 0.02% | 758,507 | $40,140,202 | $46,094,470 | +$5,954,268 | +14.83% | |
| Goldman Sachs Group Inc | 0.01% | 715,419 | $39,026,106 | $43,476,013 | +$4,449,907 | +11.40% | |
| One Capital Management, Llc | 1.05% | 704,917 | $38,453,259 | $42,837,806 | +$4,384,547 | +11.40% | |
| Cetera Investment Advisers | 0.04% | 692,477 | $37,774,643 | $42,081,827 | +$4,307,184 | +11.40% | |
| Farther Finance Advisors, Llc | 0.29% | 607,616 | $37,203,612 | $36,924,824 | -$278,788 | -0.75% | |
| Cedar Wealth Management, Llc | 9.24% | 582,044 | $31,750,524 | $35,370,814 | +$3,620,290 | +11.40% | |
| United Capital Financial Advisors, Llc | 0.19% | 570,840 | $31,156,424 | $34,689,947 | +$3,533,523 | +11.34% | |
| Tulsa Wealth Advisors, Inc | 4.41% | 460,984 | $25,146,671 | $28,013,998 | +$2,867,327 | +11.40% | |
| Brown Advisory Inc | 0.04% | 450,103 | $24,553,141 | $27,352,759 | +$2,799,618 | +11.40% | |
| Stratos Wealth Partners, Ltd. | 0.25% | 409,644 | $22,346,095 | $24,894,066 | +$2,547,971 | +11.40% | |
| Core Wealth Advisors, Inc. | 5.08% | 389,962 | $21,272,420 | $23,697,991 | +$2,425,571 | +11.40% | |
| Equitable Holdings, Inc. | 0.14% | 357,860 | $21,213,941 | $21,747,152 | +$533,211 | +2.51% | |
| Quattro Financial Advisors Llc | 4.42% | 337,860 | $20,687,168 | $20,531,752 | -$155,416 | -0.75% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 365,616 | $19,944,337 | $22,218,484 | +$2,274,147 | +11.40% | |
| Ep Wealth Advisors, Llc | 0.10% | 359,458 | $19,608,453 | $21,844,263 | +$2,235,810 | +11.40% | |
| Segment Wealth Management, Llc | 0.97% | 305,742 | $18,720,583 | $18,579,941 | -$140,642 | -0.75% | |
| Commonwealth Equity Services, Llc | 0.02% | 291,213 | $17,830,946 | $17,697,014 | -$133,932 | -0.75% | |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | 280,000 | $17,144,400 | $17,015,600 | -$128,800 | -0.75% | |
| Gladstone Institutional Advisory Llc | 0.54% | 276,809 | $16,948,991 | $16,821,683 | -$127,308 | -0.75% | |
| Cyr Financial Inc. | 8.51% | 266,804 | $16,336,410 | $16,213,679 | -$122,731 | -0.75% | |
| Green Ridge Wealth Planning Llc | 5.89% | 228,719 | $14,004,450 | $13,899,254 | -$105,196 | -0.75% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 1.86% | 253,123 | $13,807,860 | $15,382,285 | +$1,574,425 | +11.40% | |
| Integrated Wealth Concepts Llc | 0.10% | 237,167 | $12,937,449 | $14,412,639 | +$1,475,190 | +11.40% | |
| Onedigital Investment Advisors Llc | 0.13% | 235,828 | $12,864,428 | $14,331,268 | +$1,466,840 | +11.40% | |
| Sanctuary Advisors, Llc | 0.07% | 225,383 | $12,294,617 | $13,696,525 | +$1,401,908 | +11.40% | |
| Kestra Advisory Services, Llc | 0.04% | 191,225 | $11,708,710 | $11,620,743 | -$87,967 | -0.75% |
Frequently asked questions about XLG
Who owns the most XLG stock?
The largest holders of XLG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 TOP 50 ETF (XLG).
Is XLG widely held by superinvestors?
Many widely followed stocks like XLG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.