Vault-13

INVESCO EXCHANGE TRADED FD T XLG

S&P 500 TOP 50 · ETP · CUSIP 46137V233

568 institutional holders -80 vs Q4 2025
78,544,74378.5m shares reported held*
$4.3bnreported value*
46 new 161 added 254 reduced 121 sold out net sold ≈ $1.2bn (-22.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.58. Options: 3 managers hold calls ($6.2m notional), 1 hold puts ($430.9k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 207Q4 22: 206Q1 23: 211Q2 23: 224Q3 23: 236Q4 23: 280Q1 24: 339Q2 24: 386Q3 24: 416Q4 24: 473Q1 25: 525Q2 25: 555Q3 25: 567Q4 25: 648Q1 26: 568568Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022207
Q4 2022206
Q1 2023211
Q2 2023224
Q3 2023236
Q4 2023280
Q1 2024339
Q2 2024386
Q3 2024416
Q4 2024473
Q1 2025525
Q2 2025555
Q3 2025567
Q4 2025648
Q1 2026568

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 239 bought or addedQ2 24: 108 cut or sold outQ3 24: 228 bought or addedQ3 24: 149 cut or sold outQ3 24Q4 24: 272 bought or addedQ4 24: 127 cut or sold outQ1 25: 294 bought or addedQ1 25: 205 cut or sold outQ1 25Q2 25: 319 bought or addedQ2 25: 206 cut or sold outQ3 25: 347 bought or addedQ3 25: 169 cut or sold outQ3 25Q4 25: 338 bought or addedQ4 25: 198 cut or sold outQ1 26: 207 bought or addedQ1 26: 375 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024239108
Q3 2024228149
Q4 2024272127
Q1 2025294205
Q2 2025319206
Q3 2025347169
Q4 2025338198
Q1 2026207375

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ2 25 calls: $4.7mQ2 25 puts: $630.4kQ2 25P/C 0.13Q3 25 calls: $3.4mQ3 25 puts: $241.6kQ3 25P/C 0.07Q4 25 calls: $2.5mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $6.2mQ1 26 puts: $430.9kQ1 26P/C 0.07
Numbers
QuarterCallsPutsP/C
Q2 2025$4.7m$630.4k0.13
Q3 2025$3.4m$241.6k0.07
Q4 2025$2.5m$00.00
Q1 2026$6.2m$430.9k0.07

Biggest buyers

One Capital Management, LLC Added +462,793+462.8k
Tulsa Wealth Advisors, INC New +460,984+461.0k
Farther Finance Advisors, LLC Added +383,193+383.2k
GOLDMAN SACHS GROUP INC Added +278,728+278.7k
TWO SIGMA INVESTMENTS, LP New +213,450+213.4k
HighTower Advisors, LLC Added +180,168+180.2k
CITIGROUP INC Added +167,343+167.3k
Jump Financial, LLC New +153,413+153.4k
JANE STREET GROUP, LLC New +149,439+149.4k
JONES FINANCIAL COMPANIES LLLP Added +133,210+133.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -3,107,643-3.1m
Bank of New York Mellon Corp Sold out -2,479,520-2.5m
LPL Financial LLC Reduced -1,564,055-1.6m
BANK OF AMERICA CORP /DE/ Reduced -1,218,934-1.2m
Advocacy Wealth Management, LLC Reduced -1,137,510-1.1m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -974,833-974.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -861,447-861.4k
Sanctuary Advisors, LLC Reduced -807,242-807.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -790,555-790.6k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sold out -668,465-668.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.9m71.7k shares
CITADEL ADVISORS LLC Added $1.5m28.2k shares
JANE STREET GROUP, LLC Reduced $780.1k14.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $430.9k7.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 9,990,30110.0m $545.0m $545.0m 0.14% Reduced -1.6m -1,564,055
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,506,3786.5m $354.9m $354.9m 0.02% Reduced -471.2k -471,231
3 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,506,5463.5m $191.3m $191.3m 0.04% Reduced -305.8k -305,771
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,226,4233.2m $176.0m $176.0m 0.01% Reduced -1.2m -1,218,934
5 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,855,5222.9m $155.8m $155.8m 0.05% Added +126.0k +126,037
6 OSAIC HOLDINGS, INC. 0.22% of their portfolio SCOTTSDALE, AZ 2,698,5842.7m $147.2m $147.2m 0.22% Reduced -139.6k -139,646
7 Principle Wealth Partners LLC 7.96% of their portfolio MADISON, CT 2,552,9872.6m $139.3m $139.3m 7.96% Added +86.0k +85,970
8 Johnson Financial Group, Inc. 4.09% of their portfolio RACINE, WI 2,071,6762.1m $113.0m $113.0m 4.09% Added +53.9k +53,884
9 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,849,7171.8m $100.9m $100.9m 0.02% Reduced -11.0k -11,028
10 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,622,1951.6m $88.4m $88.4m 0.02% Reduced -95.1k -95,058
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,569,5611.6m $85.6m $85.6m 0.02% Reduced -81.6k -81,556
12 MEANS INVESTMENT CO., INC. 7.45% of their portfolio BANGOR, ME 1,564,3301.6m $85.3m $85.3m 7.45% Added +100.1k +100,114
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.17% of their portfolio PLYMOUTH, MN 1,445,1071.4m $79.4m $79.4m 0.17% Reduced -974.8k -974,833
14 Lido Advisors, LLC 0.28% of their portfolio Los Angeles, CA 1,327,4581.3m $72.4m $72.4m 0.28% Added +77.2k +77,171
15 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,190,8511.2m $65.0m $65.0m 0.02% Reduced -790.6k -790,555
16 Bogart Wealth, LLC 2.31% of their portfolio MCLEAN, VA 1,099,1241.1m $60.0m $60.0m 2.31% Added +24.8k +24,787
17 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,010,1001.0m $55.1m $55.1m 0.01% Reduced -23.7k -23,725
18 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 1,006,7281.0m $54.9m $54.9m 0.05% Added +61.2k +61,201
19 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 898,421898.4k $49.0m $49.0m 0.05% Added +180.2k +180,168
20 Clearstead Advisors, LLC 0.44% of their portfolio CLEVELAND, OH 874,839874.8k $47.7m $47.7m 0.44% Reduced -12.0k -12,040
21 Demars Financial Group, LLC 13.92% of their portfolio SPOKANE VALLEY, WA 775,044775.0k $42.3m $42.3m 13.92% Reduced -20.1k -20,054
22 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 758,507758.5k $40.1m $40.1m 0.02% Added +133.2k +133,210
23 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 740,807740.8k $40.4m $40.4m 0.11% Reduced -122.1k -122,111
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 733,408733.4k $38.7m $38.7m 0.00% Reduced -3.1m -3,107,643
25 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 715,419715.4k $39.0m $39.0m 0.01% Added +278.7k +278,728
26 One Capital Management, LLC 1.05% of their portfolio WESTLAKE VILLAGE, CA 704,917704.9k $38.5m $38.5m 1.05% Added +462.8k +462,793
27 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 692,477692.5k $37.8m $37.8m 0.04% Reduced -73.6k -73,620
28 Private Advisor Group, LLC 0.17% of their portfolio MORRISTOWN, NJ 657,981658.0k $35.9m $35.9m 0.17% Reduced -59.0k -58,999
29 Farther Finance Advisors, LLC 0.34% of their portfolio SAN FRANCISCO, CA 654,624654.6k $36.0m $36.0m 0.34% Added +383.2k +383,193
30 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 597,334597.3k $32.6m $32.6m 0.02% Added +167.3k +167,343
31 Cedar Wealth Management, LLC 9.24% of their portfolio LA JOLLA, CA 582,044582.0k $31.8m $31.8m 9.24% Added +14.4k +14,391
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.19% of their portfolio IRVING, TX 570,840570.8k $31.2m $31.2m 0.19% Reduced -2.2k -2,232
33 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 485,942485.9k $26.5m $26.5m 0.10% Added +15.0k +14,987
34 Tulsa Wealth Advisors, INC 4.41% of their portfolio TULSA, OK 460,984461.0k $25.1m $25.1m 4.41% New
35 BROWN ADVISORY INC 0.04% of their portfolio BALTIMORE, MD 450,103450.1k $24.6m $24.6m 0.04% Reduced -110.7k -110,696
36 Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio SEOUL, M5 449,000449.0k $24.5m $24.5m 0.07% Added +98.0k +98,000
37 Stratos Wealth Partners, LTD. 0.25% of their portfolio BEACHWOOD, OH 409,644409.6k $22.3m $22.3m 0.25% Reduced -21.5k -21,464
38 Core Wealth Advisors, Inc. 5.08% of their portfolio LAKELAND, FL 389,962390.0k $21.3m $21.3m 5.08% Added +21.1k +21,090
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 365,616365.6k $19.9m $19.9m 0.01% Reduced -861.4k -861,447
40 EP Wealth Advisors, LLC 0.10% of their portfolio TORRANCE, CA 359,458359.5k $19.6m $19.6m 0.10% Reduced -3.0k -2,968
41 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 357,860357.9k $21.2m $21.2m 0.14% Added +25.5k +25,522
42 ASHTON THOMAS SECURITIES, LLC 2.44% of their portfolio ROCHESTER, NY 356,650356.6k $19.5m $19.5m 2.44% Added +16.1k +16,144
43 QUATTRO FINANCIAL ADVISORS LLC 5.58% of their portfolio The Woodlands, TX 337,753337.8k $18.4m $18.4m 5.58% Reduced -130.6k -130,592
44 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 317,124317.1k $17.3m $17.3m 0.02% Reduced -42.6k -42,627
45 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 303,848303.8k $16.6m $16.6m 0.04% Reduced -54.5k -54,485
46 Segment Wealth Management, LLC 0.94% of their portfolio HOUSTON, TX 292,992293.0k $16.0m $16.0m 0.94% Reduced -1.6k -1,645
47 Gladstone Institutional Advisory LLC 0.58% of their portfolio Bedminster, NJ 288,519288.5k $15.7m $15.7m 0.58% Reduced -233.3k -233,255
48 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.86% of their portfolio FORT WORTH, TX 253,123253.1k $13.8m $13.8m 1.86% Added +480 +480
49 Cyr Financial Inc. 8.03% of their portfolio HENNEPIN, IL 250,019250.0k $13.6m $13.6m 8.03% Added +19.1k +19,082
50 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 237,167237.2k $12.9m $12.9m 0.10% Reduced -130.1k -130,139
51 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 235,828235.8k $12.9m $12.9m 0.13% Added +26.3k +26,311
52 THOROUGHBRED FINANCIAL SERVICES, LLC 0.75% of their portfolio BRENTWOOD, TN 228,995229.0k $12.5m $12.5m 0.75% Added +24.0k +23,992
53 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 225,383225.4k $12.3m $12.3m 0.07% Reduced -807.2k -807,242
54 Green Ridge Wealth Planning LLC 6.38% of their portfolio MONTVILLE, NJ 222,205222.2k $12.1m $12.1m 6.38% Added +6.6k +6,581
55 CENTAURUS FINANCIAL, INC. 0.56% of their portfolio ANAHEIM, CA 215,811215.8k $11.8m $11.8m 0.56% Added +12.7k +12,715
56 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 213,450213.4k $11.6m $11.6m 0.01% New
57 Summit Financial, LLC 0.14% of their portfolio PARSIPPANY, NJ 208,149208.1k $11.4m $11.4m 0.14% Reduced -44.8k -44,819
58 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 206,106206.1k $11.2m $11.2m 0.02% Reduced -100.7k -100,676
59 Estate Planners Group, LLC 5.36% of their portfolio YARDLEY, PA 204,418204.4k $11.2m $11.2m 5.36% Added +3.3k +3,290
60 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 191,479191.5k $10.4m $10.4m 0.02% Reduced -128.9k -128,856
61 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 189,148189.1k $10.3m $10.3m 0.04% Reduced -53.3k -53,340
62 JSF Financial, LLC 1.92% of their portfolio LOS ANGELES, CA 179,305179.3k $9.8m $9.8m 1.92% Added +13.4k +13,372
63 PRECEDENT WEALTH PARTNERS, LLC 1.91% of their portfolio HOUSTON, TX 175,102175.1k $9.6m $9.6m 1.91% Reduced -26.0k -25,983
64 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2.28% of their portfolio BREA, CA 172,963173.0k $10.1m $10.1m 2.28% Added +3.4k +3,444
65 Seros Financial, LLC 6.00% of their portfolio TEMPE, AZ 172,669172.7k $9.4m $9.4m 6.00% Added +11.3k +11,310
66 Vision Retirement, LLC 2.65% of their portfolio RIDGEWOOD, NJ 170,625170.6k $9.3m $9.3m 2.65% Added +14.4k +14,389
67 KPP Advisory Services LLC 1.32% of their portfolio Louisville, KY 166,900166.9k $9.1m $9.1m 1.32% Added +5.8k +5,807
68 World Investment Advisors 0.14% of their portfolio LINCROFT, NJ 164,652164.7k $9.0m $9.0m 0.14% Added +213 +213
69 Atria Investments, Inc 0.10% of their portfolio Charlotte, NC 157,863157.9k $8.6m $8.6m 0.10% Reduced -11.5k -11,461
70 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 156,866156.9k $8.6m $8.6m 0.00% Reduced -5.1k -5,066
71 Jump Financial, LLC 0.12% of their portfolio Chicago, IL 153,413153.4k $8.4m $8.4m 0.12% New
72 JOHNSON INVESTMENT COUNSEL INC 0.07% of their portfolio Cincinnati, OH 150,418150.4k $8.2m $8.2m 0.07% Reduced -2.3k -2,334
73 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 149,439149.4k $8.2m $8.2m 0.01% New
74 Jackson Wealth Management, LLC 0.82% of their portfolio LAKE MARY, FL 146,234146.2k $8.0m $8.0m 0.82% Added +2.7k +2,654
75 M1 Capital Management LLC 3.66% of their portfolio TROY, MI 145,576145.6k $7.9m $7.9m 3.66% Added +57.8k +57,763
76 Concurrent Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 141,185141.2k $7.7m $7.7m 0.08% Reduced -61.2k -61,152
77 Stratos Wealth Advisors, LLC 0.47% of their portfolio BEACHWOOD, OH 139,322139.3k $7.6m $7.6m 0.47% Reduced -3.0k -2,999
78 Lifelong Wealth Advisors, Inc. 2.02% of their portfolio Arden Hills, MN 138,803138.8k $7.6m $7.6m 2.02% Added +14.7k +14,671
79 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 137,242137.2k $7.5m $7.5m 0.05% Added +1.6k +1,640
80 TSFG, LLC 1.13% of their portfolio LAKE FOREST, IL 136,176136.2k $7.4m $7.4m 1.13% Reduced -110.7k -110,713
81 Snowden Capital Advisors LLC 0.19% of their portfolio New York, NY 128,701128.7k $7.0m $7.0m 0.19% Reduced -48.6k -48,593
82 PMG Wealth Management, Inc. 4.97% of their portfolio Hawthorn Woods, IL 126,338126.3k $6.9m $6.9m 4.97% Reduced -105.2k -105,172
83 Crescent Grove Advisors, LLC 0.64% of their portfolio LAKE FOREST, IL 117,638117.6k $6.4m $6.4m 0.64% Unchanged
84 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 115,055115.1k $6.3m $6.3m 0.01% Reduced -277.2k -277,155
85 Tower Research Capital LLC (TRC) 0.16% of their portfolio NEW YORK, NY 112,209112.2k $6.1m $6.1m 0.16% Added +106.5k +106,505
86 PFG Advisors 0.29% of their portfolio Phoenix, AZ 109,490109.5k $6.0m $6.0m 0.29% Reduced -148.8k -148,841
87 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 107,362107.4k $5.9m $5.9m 0.01% Reduced -106.9k -106,862
88 Sage Mountain Advisors LLC 0.40% of their portfolio ATLANTA, GA 105,864105.9k $5.8m $5.8m 0.40% Reduced -1.8k -1,819
89 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 105,818105.8k $5.8m $5.8m 0.02% Unchanged
90 IFC & Insurance Marketing, Inc. 5.96% of their portfolio AUBURN, CA 104,612104.6k $5.7m $5.7m 5.96% Added +24.3k +24,332
91 CWM, LLC 0.01% of their portfolio OMAHA, NE 100,634100.6k $5.5m $5.5m 0.01% Added +1.7k +1,669
92 INTEGRITY ALLIANCE, LLC. 0.21% of their portfolio Urbandale, IA 100,046100.0k $5.5m $5.5m 0.21% Added +1.0k +1,047
93 Mutual Advisors, LLC 0.12% of their portfolio OMAHA, NE 99,57499.6k $5.4m $5.4m 0.12% Reduced -64.3k -64,332
94 Comprehensive Financial Planning, Inc./PA 3.48% of their portfolio EAST PETERSBURG, PA 92,00592.0k $5.0m $5.0m 3.48% Reduced -2.8k -2,836
95 LEAVELL INVESTMENT MANAGEMENT, INC. 0.21% of their portfolio MOBILE, AL 91,73991.7k $5.0m $5.0m 0.21% Reduced -5.7k -5,659
96 Bawa N Mallick Trust 2.01% of their portfolio FOREST HILLS, NY 90,00090.0k $4.9m $4.9m 2.01% Unchanged
97 FFG RETIREMENT ADVISORS LLC 2.82% of their portfolio CENTENNIAL, CO 88,68088.7k $4.8m $4.8m 2.82% Added +3.9k +3,926
98 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 85,61785.6k $4.7m $4.7m 0.08% Added +1.4k +1,394
99 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 85,22685.2k $4.6m $4.6m 0.06% Added +80.2k +80,181
100 VestGen Advisors, LLC 0.15% of their portfolio CHICAGO, IL 83,26483.3k $5.2m $5.2m 0.15% Added +56.5k +56,467