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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
   MORGAN STANLEY 870 - 2024-03-31 4,093,179 $172,446,000 103,592
   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
   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
   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
   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
   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
   POM Investment Strategies LLC 1 - 2024-03-31 316,923 $13,352,000 16,031
   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
   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
   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
   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
   COLUMBIA ADVISORY PARTNERS LLC 4 - 2024-03-31 207,982 $8,762,000 1,385
   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
   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
   Jackson Wealth Management LLC 28 - 2023-12-31 139,432 $5,259,000 4,668
   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
   GeoWealth Management LLC 102 - 2024-03-31 101,687 $4,284,000 101,687
   Pensionmark Financial Group LLC 37 - 2024-03-31 96,855 $4,081,000 82,705
   MARSHALL WACE LLP 933 - 2024-03-31 95,607 $4,028,000 95,607
   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
   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
   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
   PRINCIPAL SECURITIES INC. 214 - 2024-03-31 66,582 $2,805,000 10,253
   FINANCIAL NETWORK 882 - 2024-03-31 63,594 $2,679,000 6,237
   Cresta Advisors Ltd. 16 - 2024-03-31 57,396 $2,418,000 4,370
   Laraway Financial Inc 12 - 2024-03-31 56,135 $2,365,000 2,606
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 68 - 2024-03-31 56,048 $2,361,000 583
   LWM Advisory Services LLC 14 - 2024-03-31 55,080 $2,321,000 22,434
   Concurrent Investment Advisors LLC 228 - 2024-03-31 54,085 $2,279,000 6,849
   PROEQUITIES INC. 153 - 2024-03-31 52,415 $2,208,000 52,415
   Per Stirling Capital Management LLC. 56 - 2024-03-31 51,911 $2,187,000 21,877
   Atria Wealth Solutions Inc. 636 - 2024-03-31 47,115 $1,985,000 21,750
   OPPENHEIMER & CO INC 521 - 2024-03-31 47,033 $1,982,000 25,841
   Qube Research & Technologies Ltd 1526 - 2024-03-31 45,223 $1,905,000 42,041
   Aspire Wealth Management Corp 22 - 2024-03-31 42,693 $1,799,000 475
   Aurora Private Wealth Inc. 16 - 2024-03-31 38,494 $1,623,000 30
   SILVER OAK SECURITIES Inc 93 - 2024-03-31 38,473 $1,621,000 27,963
   Financial Partners Group LLC 39 - 2024-03-31 37,962 $1,599,000 2,647
   DANA INVESTMENT ADVISORS INC 318 - 2024-03-31 37,666 $1,587,000 4,341
   WMG Financial Advisors LLC 19 - 2024-03-31 37,099 $1,563,000 107
   CWM LLC 697 - 2024-03-31 35,719 $1,505,000 33,039
   Walker Asset Management LLC 16 - 2024-03-31 35,029 $1,476,000 1,600
   RAYMOND JAMES TRUST CO 376 - 2024-03-31 34,586 $1,457,000 839
   Fifth Third Securities Inc. 134 - 2024-03-31 33,963 $1,431,000 5,088
   FMR LLC 2263 - 2024-03-31 33,335 $1,404,000 8,446
   Perigon Wealth Management LLC 301 - 2024-03-31 32,770 $1,381,000 12
   Cetera Investment Advisers 764 - 2024-03-31 32,327 $1,362,000 3,244
   Resources Investment Advisors Inc. 445 - 2024-03-31 29,484 $1,242,000 557
   FISCHER INVESTMENT STRATEGIES LLC 17 - 2024-03-31 26,613 $1,121,000 651
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 251 - 2024-03-31 24,905 $1,049,000 5,408
   HRT FINANCIAL LLC 825 - 2024-03-31 24,850 $1,046,000 14,385
   PSI Advisors LLC 53 - 2024-03-31 23,089 $973,000 3,383
   IFG Advisory LLC 266 - 2024-03-31 20,667 $871,000 2,268
   Carr Financial Group Corp 65 - 2024-03-31 20,372 $858,000 8,449
   COMERICA BANK 1619 - 2024-03-31 19,973 $841,000 7,586
   Ameritas Advisory Services LLC 433 - 2024-03-31 19,426 $804,000 4,284
   US BANCORP 1245 - 2024-03-31 18,332 $772,000 863
   BROWN ADVISORY HOLDINGS INC 847 - 2024-03-31 17,631 $743,000 17,631
   NORTH STAR INVESTMENT MANAGEMENT CORP. 280 - 2024-03-31 17,207 $725,000 8
   Horizon Wealth Management LLC 32 - 2024-03-31 17,155 $723,000 198
   Carson Advisory Inc. 60 - 2024-03-31 17,027 $717,000 24
   Holt Capital Advisors L.L.C. dba Holt Capital Part 110 - 2024-03-31 15,200 $640,000 400
   CREATIVE PLANNING 1709 - 2024-03-31 14,187 $598,000 1,254
   Arete Wealth Advisors LLC 280 - 2024-03-31 13,715 $578,000 423
   Empower Advisory Group LLC 288 - 2024-03-31 13,434 $566,000 94
   Steward Partners Investment Advisory LLC 1004 - 2024-03-31 13,356 $563,000 1,839
  100 Records found
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