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Get Institutions for : 
Invesco S&P 500 Top 50 ETF (XLG)  
$42.29 0.07 (0.17%) as of 4:30 Fri 5/10


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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  : 
6.60 (18.49%)  




 
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
5,881,124
 11.78%
 
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
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 126 - 2023-12-31 5,881,124 $221,836,000 -185,673
   LPL FINANCIAL CORP 152 - 2023-12-31 5,554,271 $209,507,000 956,257
   MORGAN STANLEY 912 - 2023-12-31 3,989,587 $150,487,000 910,563
   BANK OF AMERICA CORP /DE/ 697 - 2023-12-31 3,613,883 $136,316,000 604,533
   AMERIPRISE FINANCIAL INC 509 - 2023-12-31 2,733,412 $103,192,000 815,389
   WELLS FARGO & CO/MN 554 - 2023-12-31 1,885,749 $71,130,000 365,767
   UBS Group AG 557 - 2023-12-31 1,766,931 $66,649,000 243,950
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12 - 2023-12-31 1,530,308 $57,723,000 -47,562
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 271 - 2024-03-31 1,082,080 $45,588,000 222,345
   One Capital Management LLC 20 - 2023-12-31 1,009,400 $38,075,000 -65,424
   GPS Wealth Strategies Group LLC - 2024-03-31 867,229 $36,536,000 77,411
   GOLDMAN SACHS GROUP INC/ 1178 - 2023-12-31 934,951 $35,266,000 918,032
   STIFEL FINANCIAL CORP 376 - 2023-12-31 845,050 $31,875,000 466,733
   Principle Wealth Partners LLC 8 - 2024-03-31 703,569 $29,641,000 262,002
   J P MORGAN CHASE & CO 1357 - 2023-12-31 775,889 $29,267,000 506,244
   ROYAL BANK OF CANADA 949 - 2023-12-31 749,606 $28,275,000 64,797
   Advisor Group Holdings Inc. 380 - 2023-12-31 719,498 $27,139,000 -98,459
   Retirement Group LLC - 2024-03-31 585,264 $24,657,000 1,614
   ENVESTNET ASSET MANAGEMENT INC 972 - 2023-12-31 591,844 $22,324,000 91,649
   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
   HIGHTOWER ADVISORS, LLC 475 - 2023-12-31 508,292 $19,174,000 458,077
   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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 451 - 2024-03-31 390,000 $16,431,000 -29,000
   Avestar Capital LLC 14 - 2023-12-31 395,216 $14,908,000 -86,018
   AE Wealth Management LLC 302 - 2023-12-31 374,363 $14,746,000 354,890
   MML INVESTORS SERVICES LLC 317 - 2023-12-31 330,866 $12,480,000 108,662
   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
   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 - 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
   THOROUGHBRED FINANCIAL SERVICES LLC 21 - 2023-12-31 275,394 $10,387,000 174,760
   Global Retirement Partners LLC 53 - 2024-03-31 245,501 $10,343,000 16,656
   Fortis Group Advisors LLC *New 2024-03-31 231,198 $9,740,000 231,198
   Integrated Wealth Concepts LLC 150 - 2023-12-31 246,934 $9,314,000 131,910
   COLUMBIA ADVISORY PARTNERS LLC 4 - 2024-03-31 207,982 $8,762,000 1,385
   MERCER GLOBAL ADVISORS INC /ADV 351 - 2023-12-31 218,152 $8,229,000 -2,919
   Cedar Wealth Management LLC 9 - 2023-12-31 205,531 $7,753,000 27,440
   CENTAURUS FINANCIAL INC. 33 - 2023-12-31 203,935 $7,692,000 5,098
   Asset Allocation Strategies LLC 13 - 2023-12-31 192,944 $7,278,000 27,427
   Farther Finance Advisors LLC 35 - 2023-12-31 187,171 $7,060,000 -13,062
   TWO SIGMA INVESTMENTS LLC 729 - 2023-12-31 185,600 $7,001,000 43,300
   U.S. Capital Wealth Advisors LLC 83 *New 2023-12-31 183,816 $6,934,000 183,816
   JOHNSON INVESTMENT COUNSEL INC 132 - 2023-12-31 179,864 $6,784,000 -698
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 482 - 2023-12-31 170,338 $6,425,000 66,066
   Financial Advocates Investment Management - 2024-03-31 146,906 $6,185,000 48,051
   DAVIDSON D A & CO 243 - 2023-12-31 160,956 $6,071,000 -64,370
   Sigma Planning Corp - 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
   Pinnacle Family Advisors LLC 6 - 2023-12-31 152,386 $5,748,000 33,665
   Rockefeller Capital Management L.P. 598 - 2023-12-31 151,276 $5,706,000 4,327
   Jackson Wealth Management LLC 28 - 2023-12-31 139,432 $5,259,000 4,668
   Crescent Grove Advisors LLC - 2024-03-31 123,969 $5,223,000 -6,245
   PRECEDENT WEALTH PARTNERS LLC 11 - 2024-03-31 119,404 $5,031,000 43,134
   Keystone Financial Group 26 *New 2023-12-31 122,153 $4,608,000 122,153
   Goss Wealth Management LLC 374 - 2023-12-31 118,459 $4,559,000 51,639
   Aspire Capital Advisors LLC 14 - 2023-12-31 118,526 $4,471,000 -16,782
   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
   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
   MARINER WEALTH ADVISORS, LLC 759 - 2023-12-31 108,950 $4,110,000 -2,749
   Connectus Wealth LLC 183 *New 2023-12-31 108,079 $4,077,000 108,079
   BANK OF MONTREAL /CAN/ 1111 - 2023-12-31 105,158 $3,987,000 98,011
   SIGNALPOINT ASSET MANAGEMENT, LLC 13 - 2024-03-31 94,554 $3,987,000 -843
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 90,720 $3,822,000 -6,839
   Equitable Holdings Inc. 267 - 2023-12-31 100,299 $3,783,000 12,736
   Leo Wealth LLC 45 - 2023-12-31 98,306 $3,747,000 0
   Brookstone Capital Management 264 - 2024-03-31 88,103 $3,712,000 8,990
   RENAISSANCE TECHNOLOGIES LLC 1559 - 2023-12-31 95,200 $3,591,000 57,300
   BFT FINANCIAL GROUP LLC 37 - 2023-06-30 9,636 $3,370,000 20
   BB&T CORP 1006 - 2023-12-31 89,249 $3,366,000 -3,554
   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
   HSBC HOLDINGS PLC 1045 *New 2023-12-31 83,000 $3,131,000 83,000
   Hutchens & Kramer Investment Management Group LLC - 2024-03-31 72,289 $3,048,000 -1,628
   McAdam LLC 67 - 2024-03-31 68,912 $2,903,000 428
   GREAT VALLEY ADVISOR GROUP INC. 194 - 2023-12-31 76,933 $2,902,000 -239
   TAP Consulting LLC 44 *New 2024-03-31 67,670 $2,851,000 67,670
   LINCOLN NATIONAL CORP - 2024-03-31 66,072 $2,784,000 -1,063
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 15 *New 2024-03-31 63,543 $2,677,000 63,543
   KCM INVESTMENT ADVISORS LLC 137 - 2023-12-31 64,176 $2,421,000 -15
   Cresta Advisors Ltd. 16 - 2024-03-31 57,396 $2,418,000 4,370
   MULTIFINANCIAL SECURITIES CORP 441 - 2023-12-31 63,999 $2,414,000 -3,101
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 56,048 $2,361,000 583
   Capital Wealth Alliance LLC - 2023-12-31 62,035 $2,340,000 62,035
   WILEY BROS.-AINTREE CAPITAL LLC 62 *New 2024-03-31 55,150 $2,323,000 55,150
   THRIVENT FINANCIAL FOR LUTHERANS 1220 - 2023-12-31 61,450 $2,318,000 5,727
   PROEQUITIES INC. - 2024-03-31 52,415 $2,208,000 52,415
   FINANCIAL NETWORK 922 - 2023-12-31 57,357 $2,163,000 3,761
   PRINCIPAL SECURITIES INC. 235 - 2023-12-31 56,329 $2,125,000 0
  100 Records found
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