XLG
ETF

Invesco S&P 500 Top 50 ETF

S&P 500 TOP 50 As of Jun 30, 2026 CUSIP 46137V233
Institutional Holders
581
Total Held Value
$5.11B
Total Exact Shares
83.26M
Largest Holder
LPL Financial
9.45M shares • $578.5M
Reported Holders581
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 LPL Financial $578.5M 0.1% -5.4% 9.45M Jun 30, 2026
2 JPMorgan Chase $433.6M <0.1% +877.6% 7.17M Jun 30, 2026
3 Morgan Stanley $390.6M <0.1% -2.0% 6.38M Jun 30, 2026
4 Wells Fargo $211.0M <0.1% -1.7% 3.45M Jun 30, 2026
5 Bank of America $189.6M <0.1% -4.0% 3.10M Jun 30, 2026
6 Raymond James Financial $169.9M <0.1% -2.8% 2.77M Jun 30, 2026
7 Principle Wealth Partners $158.8M 7.8% +1.6% 2.59M Jun 30, 2026
8 Osaic Holdings $145.6M 0.2% -11.9% 2.38M Jun 30, 2026
9 Johnson Financial Group $138.1M 4.5% +8.9% 2.26M Jun 30, 2026
10 Royal Bank of Canada $117.6M <0.1% +22.4% 1.92M Jun 30, 2026
11 Ameriprise Financial $103.4M <0.1% +4.1% 1.69M Jun 30, 2026
12 Means Investment $99.5M 7.5% +3.9% 1.62M Jun 30, 2026
13 UBS Group $79.6M <0.1% -29.7% 1.30M Jun 30, 2026
14 Lido Advisors $77.0M 0.2% -5.3% 1.26M Jun 30, 2026
15 HighTower Advisors $73.2M 0.1% +33.0% 1.20M Jun 30, 2026
16 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $72.6M 0.1% -17.9% 1.13M Sep 30, 2026
17 Stifel Financial $68.7M 0.1% +11.5% 1.12M Jun 30, 2026
18 Bogart Wealth $68.6M 2.4% +2.0% 1.12M Jun 30, 2026
19 Envestnet Asset Management $65.8M <0.1% -9.8% 1.07M Jun 30, 2026
20 Invesco $57.1M <0.1% — 931.9K — Jun 30, 2026
Exited in Latest Filing52
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.