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Public ownership evidence

Invesco S&P 500 Top 50 ETF (XLG) Ownership Disclosures

Read XLG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2972$4,417None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,238$471,141None
Corient Private Wealth LP2026-06-302026-08-288,244$504,768None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28173$10,593None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28173$9,437None
Redwood Investment Management, LLC2025-06-302026-08-2726,876$1,400,000None
Redwood Investment Management, LLC2025-09-302026-08-2729,650$1,705,000None
Redwood Investment Management, LLC2025-12-312026-08-2766,486$3,941,000None
Jackson Wealth Management, LLC2026-06-302026-08-215,503$337,000None
Kingsview Wealth Management, LLC2026-06-302026-08-2016,786$1,027,781None
Goodwin Investment Advisory2026-06-302026-08-2033,660$2,061,001None
Archer Investment Corp2026-06-302026-08-201,234$75,558None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20198,614$12,161,154None
Beacon Pointe Advisors, LLC2026-06-302026-08-1920,798$1,273,482None
Copia Wealth Management2026-06-302026-08-1936,210$2,217,138None
Caitlin John, LLC2026-06-302026-08-181,217$74,532None
Corient Private Wealth LP2026-06-302026-08-188,244$504,767None
Asset Allocation Strategies LLC2026-06-302026-08-1871,036$4,349,535None
Empowered Funds, LLC2026-06-302026-08-1822,900$1,402,167None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18575,169$35,234,863None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18150$9,185None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18150$8,183None
Equitable Holdings, Inc.2026-06-302026-08-18318,702$19,514,104None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18210,983$12,918,000None
Thompson David Blair2024-12-312026-08-155,856$292,566None
Thompson David Blair2026-06-302026-08-153,331$203,957None
Thompson David Blair2025-12-312026-08-156,712$397,887None
Hopwood Nicholas Hunter2026-03-312026-08-1579,093$4,314,541None
Hopwood Nicholas Hunter2025-12-312026-08-1580,122$4,749,642None
Sequent Planning LLC2026-06-302026-08-1525,741$1,576,093None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15300$18,369None
Bawa N Mallick Trust2026-06-302026-08-1590,000$5,510,700None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15110,063$6,739,157None
Modern Wealth Management, LLC2026-06-302026-08-1512,560$769,049None
Mutual Advisors, LLC2026-06-302026-08-1587,793$5,375,580None
Milestone Investment Advisors LLC2026-06-302026-08-1591$5,572None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1510,575$647,507None
Vertex Planning Partners, LLC2026-06-302026-08-1512,874$788,264None
Perennial Investment Advisors, LLC2026-06-302026-08-153,757$230,064None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-1511,639$712,664None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1554,775$3,353,883None
Ameritas Advisory Services, LLC2026-06-302026-08-15147,911$9,056,610None
NFSG Corp2026-06-302026-08-1518,514$1,133,612None
WCG Wealth Advisors LLC2026-06-302026-08-1511,591$709,720None
Western Wealth Management, LLC2026-06-302026-08-1555,099$3,373,699None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1531,134$1,906,335None
Stonebrook Private Inc.2026-06-302026-08-1530,133$1,845,016None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,658$1,019,942None
Qube Research & Technologies Ltd2026-06-302026-08-15272,205$16,667,112None
IFG Advisory, LLC2026-06-302026-08-1573,133$4,477,940None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Jackson Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.