Vault-13

INVESCO EXCHANGE TRADED FD T XLG

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

585 institutional holders +17 vs Q1 2026
83,304,27583.3m shares reported held*
$5.1bnreported value*
63 new 186 added 222 reduced 48 sold out net bought ≈ $274.1m (+4.5m 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 ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.09. Options: 3 managers hold calls ($3.8m notional), 0 hold puts (—).

Trends to Q2 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: 568Q2 26: 585585Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026585

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 228 bought or addedQ3 24: 149 cut or sold outQ4 24: 272 bought or addedQ4 24: 127 cut or sold outQ4 24Q1 25: 294 bought or addedQ1 25: 205 cut or sold outQ2 25: 319 bought or addedQ2 25: 206 cut or sold outQ2 25Q3 25: 347 bought or addedQ3 25: 169 cut or sold outQ4 25: 338 bought or addedQ4 25: 198 cut or sold outQ4 25Q1 26: 207 bought or addedQ1 26: 375 cut or sold outQ2 26: 249 bought or addedQ2 26: 270 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024228149
Q4 2024272127
Q1 2025294205
Q2 2025319206
Q3 2025347169
Q4 2025338198
Q1 2026207375
Q2 2026249270

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ3 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 0.07Q2 26 calls: $3.8mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$3.4m$241.6k0.07
Q4 2025$2.5m$00.00
Q1 2026$6.2m$430.9k0.07
Q2 2026$3.8m$00.00

Biggest buyers

JPMORGAN CHASE & CO Added +6,436,432+6.4m
ROYAL BANK OF CANADA Added +351,828+351.8k
HighTower Advisors, LLC Added +296,783+296.8k
Qube Research & Technologies Ltd Added +271,369+271.4k
FIDUCIARY FINANCIAL ADVISORS Added +270,927+270.9k
Cambridge Investment Research Advisors, Inc. Added +249,170+249.2k
Johnson Financial Group, Inc. Added +183,832+183.8k
D. E. Shaw & Co., Inc. New +155,798+155.8k
CITIGROUP INC Added +148,511+148.5k
Ameritas Advisory Services, LLC New +147,911+147.9k

Biggest sellers

UBS Group AG Reduced -549,462-549.5k
LPL Financial LLC Reduced -543,001-543.0k
GOLDMAN SACHS GROUP INC Reduced -340,747-340.7k
OSAIC HOLDINGS, INC. Reduced -320,340-320.3k
Kestra Advisory Services, LLC Reduced -294,717-294.7k
ASHTON THOMAS SECURITIES, LLC Reduced -233,547-233.5k
TWO SIGMA INVESTMENTS, LP Reduced -208,300-208.3k
Mirae Asset Global Investments Co., Ltd. Reduced -169,000-169.0k
M1 Capital Management LLC Sold out -145,576-145.6k
Jackson Wealth Management, LLC Reduced -140,731-140.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.5m41.5k shares
CITADEL ADVISORS LLC Reduced $716.4k11.7k shares
JANE STREET GROUP, LLC Reduced $544.9k8.9k shares

Biggest puts

None

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 9,447,3009.4m $578.5m $578.5m 0.13% Reduced -543.0k -543,001
2 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 7,169,8407.2m $433.6m $433.6m 0.03% Added +6.4m +6,436,432
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,378,6486.4m $390.6m $390.6m 0.02% Reduced -127.7k -127,730
4 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,445,5713.4m $211.0m $211.0m 0.04% Reduced -61.0k -60,975
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,095,9513.1m $189.6m $189.6m 0.01% Reduced -130.5k -130,472
6 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,774,3852.8m $169.9m $169.9m 0.05% Reduced -81.1k -81,137
7 Principle Wealth Partners LLC 7.84% of their portfolio MADISON, CT 2,592,9592.6m $158.8m $158.8m 7.84% Added +40.0k +39,972
8 OSAIC HOLDINGS, INC. 0.17% of their portfolio SCOTTSDALE, AZ 2,378,2442.4m $145.6m $145.6m 0.17% Reduced -320.3k -320,340
9 Johnson Financial Group, Inc. 4.54% of their portfolio RACINE, WI 2,255,5082.3m $138.1m $138.1m 4.54% Added +183.8k +183,832
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,921,3891.9m $117.6m $117.6m 0.02% Added +351.8k +351,828
11 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,689,0891.7m $103.4m $103.4m 0.02% Added +66.9k +66,894
12 MEANS INVESTMENT CO., INC. 7.52% of their portfolio BANGOR, ME 1,624,6851.6m $99.5m $99.5m 7.52% Added +60.4k +60,355
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio PLYMOUTH, MN 1,370,2841.4m $84.9m $84.9m 0.14% Reduced -74.8k -74,823
14 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,300,2551.3m $79.6m $79.6m 0.01% Reduced -549.5k -549,462
15 Lido Advisors, LLC 0.27% of their portfolio Los Angeles, CA 1,257,7041.3m $77.0m $77.0m 0.27% Reduced -69.8k -69,754
16 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,195,2041.2m $73.2m $73.2m 0.07% Added +296.8k +296,783
17 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 1,122,2471.1m $68.7m $68.7m 0.06% Added +115.5k +115,519
18 Bogart Wealth, LLC 2.35% of their portfolio MCLEAN, VA 1,120,7301.1m $68.6m $68.6m 2.35% Added +21.6k +21,606
19 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,074,7331.1m $65.8m $65.8m 0.02% Reduced -116.1k -116,118
20 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 931,939931.9k $57.1m $57.1m 0.00% Reduced -78.2k -78,161
21 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 887,762887.8k $54.4m $54.4m 0.11% Added +147.0k +146,955
22 Clearstead Advisors, LLC 0.50% of their portfolio CLEVELAND, OH 865,654865.7k $53.0m $53.0m 0.50% Reduced -9.2k -9,185
23 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 837,467837.5k $49.7m $49.7m 0.02% Added +79.0k +78,960
24 Demars Financial Group, LLC 13.17% of their portfolio SPOKANE VALLEY, WA 776,421776.4k $47.5m $47.5m 13.17% Added +1.4k +1,377
25 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 746,104746.1k $45.7m $45.7m 0.04% Added +53.6k +53,627
26 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 745,845745.8k $45.7m $45.7m 0.02% Added +148.5k +148,511
27 One Capital Management, LLC 1.07% of their portfolio WESTLAKE VILLAGE, CA 704,917704.9k $38.5m $38.5m 1.07% Unchanged
28 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 664,341664.3k $40.7m $40.7m 0.19% Added +6.4k +6,360
29 Farther Finance Advisors, LLC 0.29% of their portfolio SAN FRANCISCO, CA 607,616607.6k $37.2m $37.2m 0.29% Reduced -47.0k -47,008
30 Cedar Wealth Management, LLC 9.26% of their portfolio LA JOLLA, CA 588,062588.1k $36.0m $36.0m 9.26% Added +6.0k +6,018
31 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.19% of their portfolio IRVING, TX 575,169575.2k $35.2m $35.2m 0.19% Added +4.3k +4,329
32 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 553,018553.0k $33.9m $33.9m 0.04% Added +249.2k +249,170
33 Stratos Wealth Partners, LTD. 0.28% of their portfolio BEACHWOOD, OH 449,071449.1k $27.5m $27.5m 0.28% Added +39.4k +39,427
34 Global Retirement Partners, LLC 0.39% of their portfolio San Rafael, CA 412,914412.9k $25.3m $25.3m 0.39% First filing
35 Core Wealth Advisors, Inc. 4.95% of their portfolio LAKELAND, FL 402,306402.3k $24.6m $24.6m 4.95% Added +12.3k +12,344
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 374,672374.7k $22.9m $22.9m 0.00% Reduced -340.7k -340,747
37 EP Wealth Advisors, LLC 0.08% of their portfolio TORRANCE, CA 343,570343.6k $21.0m $21.0m 0.08% Reduced -15.9k -15,888
38 BROWN ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 342,322342.3k $21.0m $21.0m 0.03% Reduced -107.8k -107,781
39 QUATTRO FINANCIAL ADVISORS LLC 4.42% of their portfolio The Woodlands, TX 337,860337.9k $20.7m $20.7m 4.42% Added +107 +107
40 Tulsa Wealth Advisors, INC 2.82% of their portfolio TULSA, OK 326,731326.7k $20.0m $20.0m 2.82% Reduced -134.3k -134,253
41 Equitable Holdings, Inc. 0.12% of their portfolio NEW YORK, NY 318,702318.7k $19.5m $19.5m 0.12% Reduced -39.2k -39,158
42 Segment Wealth Management, LLC 0.97% of their portfolio HOUSTON, TX 305,742305.7k $18.7m $18.7m 0.97% Added +12.8k +12,750
43 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 291,213291.2k $17.8m $17.8m 0.02% Reduced -25.9k -25,911
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 289,297289.3k $17.7m $17.7m 0.01% Reduced -76.3k -76,319
45 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 280,000280.0k $17.1m $17.1m 0.03% Reduced -169.0k -169,000
46 Gladstone Institutional Advisory LLC 0.54% of their portfolio Bedminster, NJ 276,809276.8k $16.9m $16.9m 0.54% Reduced -11.7k -11,710
47 FIDUCIARY FINANCIAL ADVISORS 1.72% of their portfolio GRAND RAPIDS, MI 275,854275.9k $16.9m $16.9m 1.72% Added +270.9k +270,927
48 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 272,205272.2k $16.7m $16.7m 0.02% Added +271.4k +271,369
49 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.94% of their portfolio FORT WORTH, TX 268,713268.7k $16.5m $16.5m 1.94% Added +15.6k +15,590
50 Cyr Financial Inc. 8.51% of their portfolio HENNEPIN, IL 266,804266.8k $16.3m $16.3m 8.51% Added +16.8k +16,785
51 OneDigital Investment Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 239,838239.8k $14.7m $14.7m 0.12% Added +4.0k +4,010
52 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 236,890236.9k $14.5m $14.5m 0.07% Reduced -277 -277
53 Green Ridge Wealth Planning LLC 5.89% of their portfolio MONTVILLE, NJ 228,719228.7k $14.0m $14.0m 5.89% Added +6.5k +6,514
54 THOROUGHBRED FINANCIAL SERVICES, LLC 0.65% of their portfolio BRENTWOOD, TN 221,021221.0k $13.5m $13.5m 0.65% Reduced -8.0k -7,974
55 CENTAURUS FINANCIAL, INC. 0.50% of their portfolio ANAHEIM, CA 210,983211.0k $12.9m $12.9m 0.50% Reduced -4.8k -4,828
56 Estate Planners Group, LLC 5.78% of their portfolio YARDLEY, PA 208,582208.6k $12.8m $12.8m 5.78% Added +4.2k +4,164
57 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 200,437200.4k $12.3m $12.3m 0.04% Added +11.3k +11,289
58 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 198,614198.6k $12.2m $12.2m 0.02% Reduced -7.5k -7,492
59 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 191,225191.2k $11.7m $11.7m 0.04% Reduced -294.7k -294,717
60 JSF Financial, LLC 1.84% of their portfolio LOS ANGELES, CA 186,891186.9k $11.4m $11.4m 1.84% Added +7.6k +7,586
61 Summit Financial, LLC 0.12% of their portfolio PARSIPPANY, NJ 181,462181.5k $11.1m $11.1m 0.12% Reduced -26.7k -26,687
62 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2.27% of their portfolio BREA, CA 176,958177.0k $10.8m $10.8m 2.27% Added +4.0k +3,995
63 Seros Financial, LLC 5.62% of their portfolio TEMPE, AZ 176,305176.3k $10.8m $10.8m 5.62% Added +3.6k +3,636
64 Vision Retirement, LLC 2.59% of their portfolio RIDGEWOOD, NJ 174,996175.0k $10.7m $10.7m 2.59% Added +4.4k +4,371
65 KPP Advisory Services LLC 1.35% of their portfolio Louisville, KY 173,685173.7k $10.6m $10.6m 1.35% Added +6.8k +6,785
66 PRECEDENT WEALTH PARTNERS, LLC 1.77% of their portfolio HOUSTON, TX 173,358173.4k $10.6m $10.6m 1.77% Reduced -1.7k -1,744
67 World Investment Advisors 0.15% of their portfolio LINCROFT, NJ 164,372164.4k $9.0m $9.0m 0.15% Reduced -280 -280
68 MGO ONE SEVEN LLC 0.16% of their portfolio Beachwood, OH 158,316158.3k $9.7m $9.7m 0.16% Added +127.2k +127,204
69 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 155,798155.8k $9.5m $9.5m 0.01% New
70 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 152,001152.0k $9.3m $9.3m 0.00% Reduced -4.9k -4,865
71 Concurrent Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 148,505148.5k $9.1m $9.1m 0.08% Added +7.3k +7,320
72 JOHNSON INVESTMENT COUNSEL INC 0.07% of their portfolio Cincinnati, OH 148,018148.0k $9.1m $9.1m 0.07% Reduced -2.4k -2,400
73 Ameritas Advisory Services, LLC 0.18% of their portfolio Lincoln, NE 147,911147.9k $9.1m $9.1m 0.18% New
74 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 140,926140.9k $8.6m $8.6m 0.01% Reduced -50.6k -50,553
75 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 139,502139.5k $8.5m $8.5m 0.05% Added +2.3k +2,260
76 FLAGSHIP WEALTH ADVISORS, LLC 1.86% of their portfolio WAKEFIELD, MA 135,600135.6k $8.3m $8.3m 1.86% Added +86.5k +86,521
77 Stratos Wealth Advisors, LLC 0.45% of their portfolio BEACHWOOD, OH 134,237134.2k $8.2m $8.2m 0.45% Reduced -5.1k -5,085
78 PMG Wealth Management, Inc. 4.76% of their portfolio Hawthorn Woods, IL 125,829125.8k $7.7m $7.7m 4.76% Reduced -509 -509
79 ASHTON THOMAS SECURITIES, LLC 1.11% of their portfolio ROCHESTER, NY 123,103123.1k $7.5m $7.5m 1.11% Reduced -233.5k -233,547
80 Snowden Capital Advisors LLC 0.18% of their portfolio New York, NY 121,540121.5k $7.4m $7.4m 0.18% Reduced -7.2k -7,161
81 Crescent Grove Advisors, LLC 0.61% of their portfolio LAKE FOREST, IL 117,638117.6k $7.2m $7.2m 0.61% Unchanged
82 IFC & Insurance Marketing, Inc. 6.11% of their portfolio AUBURN, CA 113,274113.3k $6.9m $6.9m 6.11% Added +8.7k +8,662
83 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 112,646112.6k $6.9m $6.9m 0.01% Added +5.3k +5,284
84 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 112,349112.3k $6.9m $6.9m 0.03% Reduced -113.0k -113,034
85 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 110,063110.1k $6.7m $6.7m 0.02% Added +36.0k +35,995
86 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 109,818109.8k $6.7m $6.7m 0.01% Reduced -5.2k -5,237
87 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 105,818105.8k $6.5m $6.5m 0.02% Unchanged
88 Sage Mountain Advisors LLC 0.39% of their portfolio ATLANTA, GA 104,090104.1k $6.4m $6.4m 0.39% Reduced -1.8k -1,774
89 INTEGRITY ALLIANCE, LLC. 0.20% of their portfolio Urbandale, IA 103,872103.9k $6.4m $6.4m 0.20% Added +3.8k +3,826
90 Savvy Advisors, Inc. 0.13% of their portfolio NEW YORK, NY 98,86498.9k $6.1m $6.1m 0.13% New
91 Aspire Capital Advisors LLC 1.13% of their portfolio SEATTLE, WA 94,43494.4k $5.8m $5.8m 1.13% Added +13.9k +13,913
92 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 93,17493.2k $5.7m $5.7m 0.06% Reduced -64.7k -64,689
93 Comprehensive Financial Planning, Inc./PA 3.03% of their portfolio EAST PETERSBURG, PA 92,77092.8k $5.7m $5.7m 3.03% Added +765 +765
94 HBW ADVISORY SERVICES LLC 0.51% of their portfolio SIMI VALLEY, CA 91,73091.7k $5.6m $5.6m 0.51% Added +8.7k +8,697
95 Bawa N Mallick Trust 1.78% of their portfolio FOREST HILLS, NY 90,00090.0k $5.5m $5.5m 1.78% Unchanged
96 LEAVELL INVESTMENT MANAGEMENT, INC. 0.20% of their portfolio MOBILE, AL 88,33488.3k $5.4m $5.4m 0.20% Reduced -3.4k -3,405
97 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 87,79387.8k $5.4m $5.4m 0.10% Reduced -11.8k -11,781
98 VestGen Advisors, LLC 0.16% of their portfolio CHICAGO, IL 87,60287.6k $5.4m $5.4m 0.16% Added +4.3k +4,338
99 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 87,37687.4k $5.4m $5.4m 0.03% Added +20.3k +20,303
100 BASSO CAPITAL MANAGEMENT, L.P. 1.31% of their portfolio STAMFORD, CT 86,79786.8k $5.3m $5.3m 1.31% New