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Get Institutions for : 
Invesco S&P 500 Top 50 ETF (XLG)  
$43.41 0.21 (0.49%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 259    19
Total shares held : 
 49,938,037  
% of shares held : 
 55.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 9,281,676  
% of shares held change : 
   10.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.21  
Last Quarter's Ending Price : 
 $37.72  
Last Quarter's Average Price : 
 $35.69  
Change from last quarter's     
avg. price to the last closing  : 
7.72 (21.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,720,008
 3.44%
 
Increased Positions :
101
 9,144,089
 18.31%
 
Unchanged Positions :
47
 1,238,056
 2.48%
 
Decreased Positions :
72
-1,343,859
-2.69%
 
Closed Positions :
20
-238,562
-0.48%
 
Guru Positions :
1
5,676,289
 11.37%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 128 - 2024-03-31 6,788,772 $286,011,000 1,234,501
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 120 - 2024-03-31 5,676,289 $239,142,000 -204,835
   MORGAN STANLEY 870 - 2024-03-31 4,093,179 $172,446,000 103,592
   BANK OF AMERICA CORP /DE/ 727 - 2024-03-31 3,574,679 $150,601,000 -39,204
   AMERIPRISE FINANCIAL INC 466 - 2024-03-31 2,836,342 $122,073,000 102,930
   WELLS FARGO & CO/MN 464 - 2024-03-31 2,458,583 $103,580,000 572,834
   UBS Group AG 544 - 2024-03-31 2,002,012 $84,345,000 235,081
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12 - 2024-03-31 1,510,848 $63,652,000 -19,460
   GOLDMAN SACHS GROUP INC/ 943 - 2024-03-31 1,287,506 $54,243,000 352,555
   ROYAL BANK OF CANADA 686 - 2024-03-31 1,274,922 $53,712,000 525,316
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 271 - 2024-03-31 1,082,080 $45,588,000 222,345
   STIFEL FINANCIAL CORP 325 - 2024-03-31 1,066,833 $44,947,000 221,783
   JOHNSON FINANCIAL GROUP, INC. 10 *New 2024-03-31 1,033,253 $43,531,000 1,033,253
   One Capital Management LLC 20 - 2024-03-31 984,089 $41,460,000 -25,311
   GPS Wealth Strategies Group LLC 2 - 2024-03-31 867,229 $36,536,000 77,411
   ENVESTNET ASSET MANAGEMENT INC 880 - 2024-03-31 724,253 $30,513,000 132,409
   Principle Wealth Partners LLC 8 - 2024-03-31 703,569 $29,641,000 262,002
   Advisor Group Holdings Inc. 300 - 2024-03-31 703,629 $29,637,000 -15,869
   J P MORGAN CHASE & CO 1445 - 2024-03-31 688,431 $29,004,000 -87,458
   HIGHTOWER ADVISORS, LLC 381 - 2024-03-31 682,547 $28,733,000 174,255
   Retirement Group LLC 2 - 2024-03-31 585,264 $24,657,000 1,614
   Apexium Financial LP 10 - 2024-03-31 528,145 $22,251,000 10,298
   QUATTRO FINANCIAL ADVISORS LLC 2 *New 2024-03-31 478,028 $20,139,000 478,028
   BANK HAPOALIM BM 8 - 2024-03-31 468,000 $19,717,000 0
   RAYMOND JAMES & ASSOCIATES 806 - 2024-03-31 447,521 $18,854,000 77,322
   Demars Financial Group LLC 3 - 2024-03-31 398,028 $16,769,000 13,198
   MML INVESTORS SERVICES LLC 288 - 2024-03-31 396,576 $16,708,000 65,710
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 451 - 2024-03-31 390,000 $16,431,000 -29,000
   Concentric Capital Strategies LP 15 *New 2024-03-31 386,475 $16,282,000 386,475
   POM Investment Strategies LLC 1 - 2024-03-31 316,923 $13,352,000 16,031
   RDL FINANCIAL INC 1 - 2024-03-31 35,642 $12,465,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 387 - 2024-03-31 280,179 $11,804,000 56,881
   WEALTHSOURCE PARTNERS LLC 21 - 2023-12-31 310,342 $11,706,000 38,333
   Baird Financial Group Inc. 434 - 2024-03-31 274,771 $11,576,000 264,529
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 393 - 2024-03-31 274,721 $11,574,000 104,383
   SEGMENT WEALTH MANAGEMENT, LLC 44 - 2024-03-31 257,740 $10,859,000 -2,150
   Stratos Wealth Partners LTD. 122 - 2024-03-31 254,445 $10,720,000 101,871
   Private Advisor Group LLC 243 - 2024-03-31 254,429 $10,719,000 37,477
   COMMONWEALTH EQUITY SERVICES LLC. 763 - 2024-03-31 250,217 $10,542,000 75,267
   Pegasus Partners Ltd. 19 - 2024-03-31 249,690 $10,519,000 0
   Global Retirement Partners LLC 53 - 2024-03-31 245,501 $10,343,000 16,656
   Cedar Wealth Management LLC 7 - 2024-03-31 235,731 $9,931,000 30,200
   Fortis Group Advisors LLC 14 *New 2024-03-31 231,198 $9,740,000 231,198
   CENTAURUS FINANCIAL INC. 34 - 2024-03-31 210,630 $8,874,000 6,695
   Rockefeller Capital Management L.P. 533 - 2024-03-31 210,271 $8,859,000 58,995
   Avestar Capital LLC 21 - 2024-03-31 209,650 $8,833,000 -185,566
   MERCER GLOBAL ADVISORS INC /ADV 330 - 2024-03-31 208,954 $8,803,000 -9,198
   COLUMBIA ADVISORY PARTNERS LLC 4 - 2024-03-31 207,982 $8,762,000 1,385
   WARREN AVERETT ASSET MANAGEMENT, LLC 100 *New 2024-03-31 201,236 $8,478,000 201,236
   Asset Allocation Strategies LLC 13 - 2024-03-31 192,483 $8,109,000 -461
   Integrated Wealth Concepts LLC 193 - 2024-03-31 185,998 $7,836,000 -60,936
   U.S. Capital Wealth Advisors LLC 76 - 2024-03-31 183,543 $7,733,000 -273
   TWO SIGMA INVESTMENTS LLC 689 - 2024-03-31 181,200 $7,634,000 -4,400
   JOHNSON INVESTMENT COUNSEL INC 136 - 2024-03-31 171,734 $7,235,000 -8,130
   Farther Finance Advisors LLC 40 - 2024-03-31 167,416 $7,058,000 -19,755
   DAVIDSON D A & CO 234 - 2024-03-31 162,808 $6,859,000 1,852
   Pinnacle Family Advisors LLC 5 - 2024-03-31 160,172 $6,748,000 7,786
   PFG Investments LLC 44 *New 2024-03-31 157,060 $6,617,000 157,060
   Consolidated Portfolio Review Corp 10 - 2024-03-31 153,832 $6,481,000 1,953
   CITADEL ADVISORS LLC 1539 - 2024-03-31 148,718 $6,265,000 137,834
   Financial Advocates Investment Management 69 - 2024-03-31 146,906 $6,185,000 48,051
   Sigma Planning Corp 106 - 2024-03-31 141,506 $5,962,000 51,586
   Stratos Wealth Advisors LLC 71 - 2024-03-31 140,513 $5,920,000 12,191
   BCJ Capital Management LLC 63 *New 2024-03-31 139,040 $5,858,000 139,040
   THOROUGHBRED FINANCIAL SERVICES LLC 44 - 2024-03-31 131,679 $5,547,000 -143,715
   Jackson Wealth Management LLC 28 - 2023-12-31 139,432 $5,259,000 4,668
   Crescent Grove Advisors LLC 37 - 2024-03-31 123,969 $5,223,000 -6,245
   Leo Wealth LLC 35 - 2024-03-31 122,898 $5,178,000 24,592
   PRECEDENT WEALTH PARTNERS LLC 11 - 2024-03-31 119,404 $5,031,000 43,134
   Connectus Wealth LLC 122 - 2024-03-31 118,404 $4,988,000 10,325
   Equitable Holdings Inc. 245 - 2024-03-31 115,706 $4,875,000 15,407
   MARINER WEALTH ADVISORS, LLC 764 - 2024-03-31 110,051 $4,636,000 1,101
   ATRIA INVESTMENTS LLC 327 - 2023-12-31 118,303 $4,462,000 118,303
   Sage Mountain Advisors LLC 31 - 2024-03-31 105,830 $4,459,000 0
   GeoWealth Management LLC 102 - 2024-03-31 101,687 $4,284,000 101,687
   JANNEY MONTGOMERY SCOTT LLC 820 - 2024-03-31 100,802 $4,247,000 -30,878
   WIN ADVISORS INC 17 *New 2024-03-31 99,643 $4,198,000 99,643
   Pensionmark Financial Group LLC 37 - 2024-03-31 96,855 $4,081,000 82,705
   Goss Wealth Management LLC 444 - 2024-03-31 96,548 $4,068,000 -21,911
   MARSHALL WACE LLP 933 - 2024-03-31 95,607 $4,028,000 95,607
   SIGNALPOINT ASSET MANAGEMENT, LLC 13 - 2024-03-31 94,554 $3,987,000 -843
   Aspire Capital Advisors LLC 22 - 2024-03-31 93,215 $3,927,000 -25,311
   TRANSCEND WEALTH COLLECTIVE LLC 80 - 2024-03-31 90,720 $3,822,000 -6,839
   Brookstone Capital Management 264 - 2024-03-31 88,103 $3,712,000 8,990
   MULTIFINANCIAL SECURITIES CORP 572 - 2024-03-31 86,412 $3,641,000 22,413
   BFT FINANCIAL GROUP LLC 37 - 2023-06-30 9,636 $3,370,000 20
   SAPIENT CAPITAL LLC 111 - 2024-03-31 79,423 $3,346,000 28,644
   FOCUS FINANCIAL NETWORK INC /ADV 144 - 2023-12-31 88,289 $3,330,000 0
   RIA Advisory Group LLC 19 - 2024-03-31 78,908 $3,324,000 71,353
   GREAT VALLEY ADVISOR GROUP INC. 206 - 2024-03-31 77,782 $3,277,000 849
   RENAISSANCE TECHNOLOGIES LLC 1704 - 2024-03-31 77,700 $3,274,000 -17,500
   Hutchens & Kramer Investment Management Group LLC 10 - 2024-03-31 72,289 $3,048,000 -1,628
   McAdam LLC 67 - 2024-03-31 68,912 $2,903,000 428
   THRIVENT FINANCIAL FOR LUTHERANS 1094 - 2024-03-31 68,598 $2,890,000 7,148
   TAP Consulting LLC 44 *New 2024-03-31 67,670 $2,851,000 67,670
   Aptus Capital Advisors LLC 242 *New 2024-03-31 67,288 $2,835,000 67,288
   PRINCIPAL SECURITIES INC. 214 - 2024-03-31 66,582 $2,805,000 10,253
   LINCOLN NATIONAL CORP 261 - 2024-03-31 66,072 $2,784,000 -1,063
   KCM INVESTMENT ADVISORS LLC 131 - 2024-03-31 64,176 $2,704,000 0
   FINANCIAL NETWORK 882 - 2024-03-31 63,594 $2,679,000 6,237
  100 Records found
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