Who owns XLG?
Invesco S&P 500 Top 50 ETF · Invesco
584 institutions reported holding XLG, worth $5.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XLG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $578.5M | 9,447,300 | −543,001 shares |
| JPMorgan Chase & Co | New York, NY | $433.6M | 7,169,840 | +6,436,432 shares |
| Morgan Stanley | New York, NY | $390.6M | 6,378,648 | −127,730 shares |
| Wells Fargo & Company | San Francisco, CA | $211.0M | 3,445,571 | −60,975 shares |
| Bank of America Corp. | Charlotte, NC | $189.6M | 3,095,951 | −130,472 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $169.9M | 2,774,385 | −81,137 shares |
| Principle Wealth Partners LLC | Madison, CT | $158.8M | 2,592,959 | +39,972 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $145.6M | 2,378,244 | −320,340 shares |
| Johnson Financial Group, Inc. | Racine, WI | $138.1M | 2,255,508 | +183,832 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $117.6M | 1,921,389 | +351,828 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLG?
584 institutional managers reported holding XLG in Form 13F filings for June 30, 2026, worth $5.1B in total. The largest reported position was held by LPL Financial LLC, at $578.5M.
Did institutions buy or sell XLG last quarter?
Reported 13F value rose 19.3% from March 31, 2026, which includes price moves as well as buying and selling. 77 firms reported a new position and 48 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.