Who owns Invesco S&P 500 Top 50 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XLG from SEC Form 13F filings across 585 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 585 institutions disclosed 83.1M shares of Invesco S&P 500 Top 50 ETF worth $5.08B — about 50.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
585
13F holders
$5.08B
value, 2026 filers
50.1%
of shares outstanding (83.1M sh)
80
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XLG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 9.4M | $578.5M | 0.1% | 5.7% | -5.4% |
| 2 | JPMORGAN CHASE & CO | 7.2M | $433.6M | 0.0% | 4.3% | +877.6% |
| 3 | MORGAN STANLEY | 6.4M | $390.6M | 0.0% | 3.8% | -2.0% |
| 4 | WELLS FARGO & COMPANY/MN | 3.4M | $211.0M | 0.0% | 2.1% | -1.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 3.1M | $189.6M | 0.0% | 1.9% | -4.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 2.8M | $169.9M | 0.0% | 1.7% | -2.8% |
| 7 | Principle Wealth Partners LLC | 2.6M | $158.8M | 7.8% | 1.6% | +1.6% |
| 8 | OSAIC HOLDINGS, INC. | 2.4M | $145.6M | 0.2% | 1.4% | -11.9% |
| 9 | Johnson Financial Group, Inc. | 2.3M | $138.1M | 4.5% | 1.4% | +8.9% |
| 10 | ROYAL BANK OF CANADA | 1.9M | $117.6M | 0.0% | 1.2% | +22.4% |
| 11 | AMERIPRISE FINANCIAL INC | 1.7M | $103.4M | 0.0% | 1% | +4.1% |
| 12 | MEANS INVESTMENT CO., INC. | 1.6M | $99.5M | 7.5% | 1% | +3.9% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4M | $84.9M | 0.1% | 0.8% | -5.2% |
| 14 | UBS Group AG | 1.3M | $79.6M | 0.0% | 0.8% | -29.7% |
| 15 | Lido Advisors, LLC | 1.3M | $77.0M | 0.2% | 0.8% | -5.3% |
| 16 | HighTower Advisors, LLC | 1.2M | $73.2M | 0.1% | 0.7% | +33.0% |
| 17 | STIFEL FINANCIAL CORP | 1.1M | $68.7M | 0.1% | 0.7% | +11.5% |
| 18 | Bogart Wealth, LLC | 1.1M | $68.6M | 2.4% | 0.7% | +2.0% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $65.8M | 0.0% | 0.6% | -9.8% |
| 20 | Invesco Ltd. | 931,939 | $57.1M | 0.0% | 0.6% | -7.7% |
| 21 | MML INVESTORS SERVICES, LLC | 887,762 | $54.4M | 0.1% | 0.5% | +19.8% |
| 22 | Clearstead Advisors, LLC | 865,654 | $53.0M | 0.5% | 0.5% | -1.0% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 837,467 | $49.7M | 0.0% | 0.5% | +10.4% |
| 24 | Demars Financial Group, LLC | 776,421 | $47.5M | 13.2% | 0.5% | +0.2% |
| 25 | Cetera Investment Advisers | 746,104 | $45.7M | 0.0% | 0.4% | +7.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.