XLG · Invesco S&P 500 Top 50 ETF ETF

$63.04 -0.25 (-0.40%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 4

Total Value: $2,298,940

Total Shares: 37,546

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026

Top Holder

77.4%

−22.6 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

6,472

Highly concentrated−3,528

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +24260.9%

Shares held: +21602.9%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	29,057	$1,779,160
Large Corient Private Wealth LLC	8,244	$504,780
Small Cornerstone Financial Management LLC	72	$4,408

Top Sold-Out Positions

vs Mar 31, 2026

No fully closed positions this quarter.

Filter: New 3 Increased 0 Reduced 0 Sold out 0 Unchanged 1

Showing 5 of 5

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC XLG

$1,062,769

46.23%

17,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	17,357	$1,062,769	100.0%	Defined

CITADEL ADVISORS LLC XLG

$716,391

31.16%

11,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,700	$716,391	100.0%	Defined

Corient Private Wealth LLC XLG

$504,780

21.96%

8,244

TUCKER ASSET MANAGEMENT LLC XLG

$10,592

0.46%

173

Cornerstone Financial Management LLC XLG

$4,408

0.19%