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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

576 managers (584 13F filers) reported a position in XLG shares at 2026-06-30, 83,108,676 shares in all. 64 filers opened a position and 48 filers sold out during the quarter.

Managers
576
13F filers
584
New
64
Added
184
Reduced
222
Sold out
48
Shares held by filers
83,108,676

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC9,447,300$578M0.13%-543,00113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,169,840$434M0.03%+6,436,43213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,378,648$391M0.02%-127,73013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,445,571$211M0.04%-60,97513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,095,951$190M0.01%-130,47213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,774,385$170M0.05%-81,13713F-HRTimelineGroup
Principle Wealth Partners LLC2,592,959$159M7.84%+39,97213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,378,244$146M0.17%-320,34013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,255,508$138M4.54%+183,83213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,921,389$118M0.02%+351,82813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,689,089$103M0.02%+66,89413F-HRTimelineGroup
MEANS INVESTMENT CO., INC.1,624,685$99.5M7.52%+60,35513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,370,284$84.9M0.14%-74,82313F-HRTimeline
UBS Group AGgroup of 2 filers holding1,300,909$79.7M-549,462Timeline
Lido Advisors, LLCin group Lido Advisors, LLC1,257,704$77M0.27%-69,75413F-HRTimelineGroup
HighTower Advisors, LLC1,195,204$73.2M0.07%+296,78313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,122,247$68.7M0.06%+115,51913F-HRTimelineGroup
Bogart Wealth, LLC1,120,730$68.6M2.35%+21,60613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,074,733$65.8M0.02%-116,11813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.931,939$57.1M<0.01%-78,16113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC887,762$54.4M0.11%+146,95513F-HRTimeline
Clearstead Advisors, LLC865,654$53M0.5%-9,18513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP837,467$49.7M0.02%+78,96013F-HRTimelineGroup
Demars Financial Group, LLC776,421$47.5M13.17%+1,37713F-HRTimeline
Cetera Investment Advisers746,104$45.7M0.04%+53,62713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC745,845$45.7M0.02%+148,51113F-HRTimelineGroup
Private Advisor Group, LLC664,341$40.7M0.19%+6,36013F-HRTimeline
One Capital Management, LLC704,917$38.5M1.07%013F-HRTimeline
Farther Finance Advisors, LLC607,616$37.2M0.29%-47,00813F-HRTimeline
Cedar Wealth Management, LLC588,062$36M9.26%+6,01813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding583,308$35.7M+34,342Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…575,169$35.2M0.19%+4,32913F-HRTimelineGroup
Global Retirement Partners, LLC412,914$25.3M0.39%13F-HRTimeline
Core Wealth Advisors, Inc.402,306$24.6M4.95%+12,34413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC374,672$22.9M<0.01%-340,74713F-HRTimelineGroup
EP Wealth Advisors, LLC343,570$21M0.08%-15,88813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC342,322$21M0.03%-107,78113F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC337,860$20.7M4.42%+10713F-HRTimeline
Tulsa Wealth Advisors, INC326,731$20M2.82%-134,25313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.318,702$19.5M0.12%-39,15813F-HRTimelineGroup
Segment Wealth Management, LLC305,742$18.7M0.97%+12,75013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC291,213$17.8M0.02%-25,91113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…289,297$17.7M0.01%-76,31913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…280,000$17.1M0.03%-169,00013F-HRTimelineGroup
Gladstone Institutional Advisory LLC276,809$16.9M0.54%-11,71013F-HRTimeline
Cambridge Investment Research Advisors,…276,509$16.9M0.04%-27,33913F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS275,854$16.9M1.72%+270,92713F-HRTimeline
Qube Research & Technologies Ltd272,205$16.7M0.02%+271,36913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …268,713$16.5M1.94%+15,59013F-HRTimeline
Cyr Financial Inc.266,804$16.3M8.51%+16,78513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding258,206$15.8M-312,962Timeline
OneDigital Investment Advisors LLC239,838$14.7M0.12%+4,01013F-HRTimeline
Integrated Wealth Concepts LLC236,890$14.5M0.07%-27713F-HRTimeline
Green Ridge Wealth Planning LLC228,719$14M5.89%+6,51413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC221,021$13.5M0.65%-7,97413F-HRTimeline
CENTAURUS FINANCIAL, INC.210,983$12.9M0.5%-4,82813F-HRTimeline
Estate Planners Group, LLC208,582$12.8M5.78%+4,16413F-HRTimeline
NewEdge Advisors, LLC200,437$12.3M0.04%+11,28913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV198,614$12.2M0.02%-7,49213F-HR/ATimeline
JSF Financial, LLC186,891$11.4M1.84%+7,58613F-HRTimeline
Summit Financial, LLC181,462$11.1M0.12%-26,68713F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV176,958$10.8M2.27%+3,99513F-HRTimeline
Seros Financial, LLC176,305$10.8M5.62%+3,63613F-HRTimeline
Vision Retirement, LLC174,996$10.7M2.59%+4,37113F-HRTimeline
KPP Advisory Services LLC173,685$10.6M1.35%+6,78513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC173,358$10.6M1.77%-1,74413F-HRTimeline
MGO ONE SEVEN LLC158,316$9.69M0.16%+127,20413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.155,798$9.54M0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/152,001$9.31M<0.01%-4,86513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…148,505$9.09M0.08%+7,32013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC148,018$9.06M0.07%-2,40013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…147,911$9.06M0.18%new13F-HRTimelineGroup
World Investment Advisors164,372$8.97M0.15%-28013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…140,926$8.63M0.01%-50,55313F-HRTimelineGroup
D.A. DAVIDSON & CO.139,502$8.54M0.05%+2,26013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC135,600$8.3M1.86%+86,52113F-HRTimeline
PMG Wealth Management, Inc.125,829$7.7M4.76%-50913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC123,103$7.54M1.11%-233,54713F-HRTimeline
Snowden Capital Advisors LLC121,540$7.44M0.18%-7,16113F-HRTimeline
Crescent Grove Advisors, LLC117,638$7.2M0.61%013F-HRTimeline
IFC & Insurance Marketing, Inc.113,274$6.94M6.11%+8,66213F-HRTimeline
Janney Montgomery Scott LLC112,646$6.9M0.01%+5,28413F-HRTimeline
Sanctuary Advisors, LLC112,349$6.88M0.03%-113,03413F-HRTimeline
Federation des caisses Desjardins du Qu…110,063$6.74M0.02%+35,99513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.109,818$6.72M0.01%-5,23713F-HRTimelineGroup
Gotham Asset Management, LLC105,818$6.48M0.02%013F-HRTimeline
Sage Mountain Advisors LLC104,090$6.37M0.39%-1,77413F-HRTimeline
INTEGRITY ALLIANCE, LLC.103,872$6.36M0.2%+3,82613F-HRTimeline
Savvy Advisors, Inc.98,864$6.05M0.13%new13F-HRTimeline
Aspire Capital Advisors LLC94,434$5.78M1.13%+13,91313F-HRTimeline
Atria Investments, Inc93,174$5.71M0.06%-64,68913F-HRTimeline
Comprehensive Financial Planning, Inc./…92,770$5.68M3.03%+76513F-HRTimeline
HBW ADVISORY SERVICES LLC91,730$5.62M0.51%+8,69713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding91,288$5.59M+1,109Timeline
Bawa N Mallick Trust90,000$5.51M1.78%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.88,334$5.41M0.2%-3,40513F-HRTimeline
Mutual Advisors, LLC87,793$5.38M0.1%-11,78113F-HRTimeline
VestGen Advisors, LLC87,602$5.36M0.16%+4,33813F-HRTimeline
Steward Partners Investment Advisory, L…87,376$5.35M0.03%+20,30313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.86,797$5.31M1.31%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.84,361$5.17M0.08%-1,25613F-HRTimeline
AE Wealth Management LLC83,108$5.09M0.02%+59,84613F-HRTimeline
GTS SECURITIES LLC82,727$5.07M0.11%+75,20313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…80,790$4.95M0.12%-31,41913F-HRTimelineGroup
Pinnacle Family Advisors, LLC80,545$4.93M2.07%+9,17213F-HRTimeline
Ackerman Asset Management, LLC78,951$4.83M2.9%-1,88413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP77,854$4.77M0.01%+81713F-HRTimelineGroup
Cornerstone Wealth Group, LLC74,788$4.58M0.27%-30013F-HRTimeline
TRB Wealth Management, LLC74,327$4.55M0.61%-1,00213F-HRTimeline
Stenger Family Office, LLC73,624$4.51M0.72%-4,29513F-HRTimeline
IFG Advisory, LLC73,133$4.48M0.16%new13F-HRTimeline
Laraway Financial Advisors Inc71,054$4.35M2.64%-8913F-HRTimeline
Asset Allocation Strategies LLC71,036$4.35M0.67%-2,12013F-HRTimeline
&PARTNERS67,698$4.14M0.02%-2,97613F-HRTimeline
Truvestments Capital LLC66,721$4.09M0.61%+1,53313F-HRTimeline
RIA Advisory Group LLC66,665$4.08M0.91%+1,01113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC66,556$4.08M0.28%-2113F-HRTimeline
Summit Financial Consulting LLC64,920$3.98M2.7%+1,67413F-HRTimeline
Hutchens & Kramer Investment Management…64,645$3.96M1.06%-4,24513F-HRTimeline
Bulwark Capital Corp63,937$3.91M2.2%+15,40213F-HRTimeline
FMR LLCin group FMR LLC62,294$3.81M<0.01%+5,42613F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/61,900$3.79M1.22%+5,30013F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC61,636$3.77M0.04%013F-HRTimelineGroup
City Center Advisors, LLC61,579$3.77M3.05%+4,23613F-HRTimeline
Dana Investment Advisors, Inc.61,030$3.74M0.1%+1,19013F-HRTimeline
FORONJY FINANCIAL LLC60,882$3.73M1.37%-4,78113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC60,757$3.72M0.04%-1,21013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…59,854$3.66M0.12%-54113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC58,809$3.6M0.07%+3,58913F-HRTimeline
WEDBUSH SECURITIES INC58,284$3.57M0.09%+24113F-HRTimeline
Western Wealth Management, LLC55,099$3.37M0.11%-42713F-HRTimeline
Maia Wealth LLC54,986$3.37M0.5%-24,48113F-HRTimeline
KCM INVESTMENT ADVISORS LLC54,775$3.35M0.1%-5,00013F-HRTimeline
HighPoint Advisor Group LLC53,999$3.31M0.12%+2,72213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\53,788$3.29M<0.01%+26513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC53,300$3.26M<0.01%new13F-HRTimeline
Cresta Advisors, Ltd.52,247$3.2M1.15%+2,65513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC51,941$3.18M0.06%-5,89513F-HRTimeline
Vestmark Advisory Solutions, Inc.51,875$3.18M0.03%-5,88513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV51,546$3.16M1.18%+4,13313F-HRTimeline
J.W. COLE ADVISORS, INC.50,727$3.11M0.05%-3,35513F-HRTimeline
Apeiron RIA LLC48,052$2.94M0.75%-14,37013F-HRTimeline
PCG Wealth Advisors, LLC47,241$2.89M0.65%+7,11513F-HRTimeline
CALTON & ASSOCIATES, INC.46,877$2.87M0.42%+1,67413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD46,779$2.86M0.38%+1,47613F-HRTimeline
Institute for Wealth Management, LLC.46,216$2.83M0.25%-6613F-HRTimeline
LaSalle St. Investment Advisors, LLC45,433$2.78M0.34%+4,65113F-HRTimeline
BLAIR WILLIAM & CO/IL45,063$2.76M0.01%+24,04413F-HRTimeline
Ashton Thomas Private Wealth, LLC44,821$2.74M0.06%-36,82013F-HRTimeline
Sigma Planning Corp43,615$2.67M0.07%-9,84013F-HRTimeline
Milestone Asset Management Group, LLC43,414$2.66M1.34%-1,51313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding43,247$2.65M-16,345Timeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…43,013$2.63M1.59%13F-HRTimelineGroup
Compass Ion Advisors, LLC43,002$2.63M0.23%-9013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,661$2.55M<0.01%-1,94013F-HRTimelineGroup
Walker Asset Management, LLC41,179$2.52M1.27%+99313F-HRTimeline
Signal Advisors Wealth, LLC40,572$2.48M0.13%+1,90213F-HRTimeline
Royal Fund Management, LLC39,705$2.43M0.2%new13F-HRTimeline
SAPIENT CAPITAL LLC39,396$2.41M0.03%-78713F-HR/ATimeline
Fisher Asset Management, LLC39,301$2.41M<0.01%-4,56313F-HRTimeline
Balance Wealth Partners LLC38,750$2.37M0.63%-47313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,508$2.36M0.03%+3,55513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS38,266$2.34M<0.01%-11,44013F-HRTimeline
Del-Sette Capital Management, LLC37,302$2.28M1.33%+22,17313F-HRTimeline
WealthPlan Investment Management, LLC37,000$2.27M0.11%-4,06713F-HRTimeline
Capital Advisors, Ltd. LLC36,469$2.23M0.23%+5,99013F-HRTimeline
Copia Wealth Management36,210$2.22M1.33%-1,95113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC35,998$2.2M0.66%+30,50313F-HRTimeline
Curtis Advisory Group, LLC35,698$2.19M0.42%new13F-HRTimeline
CoreCap Advisors, LLC35,692$2.19M0.06%-3,11713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.35,688$2.19M<0.01%+17,86713F-HRTimelineGroup
Sowell Financial Services LLC35,506$2.17M0.07%-59513F-HRTimeline
GREENLEAF TRUST35,220$2.16M0.02%013F-HRTimeline
Fortis Group Advisors, LLC34,900$2.14M0.34%-2,68813F-HRTimeline
Wealthspire Retirement, LLC34,360$2.1M0.12%-1,28913F-HRTimeline
Oxford Wealth Group, LLC33,955$2.08M0.93%-7,44213F-HRTimeline
Claro Advisors Inc.33,910$2.08M0.22%+76213F-HRTimeline
Sound Income Strategies, LLC33,833$2.07M0.09%-50813F-HRTimeline
Goodwin Investment Advisory33,660$2.06M4.15%013F-HRTimeline
Creative Planningin group Creative Planning33,617$2.06M<0.01%+1,95313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,337$1.98M<0.01%-31,43013F-HRTimelineGroup
Diversified Enterprises, LLC31,890$1.95M0.09%-85213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,134$1.91M0.33%013F-HRTimeline
NTV Asset Management LLC30,884$1.89M0.19%-1,00013F-HRTimeline
Ethos Financial Group, LLC31,754$1.86M0.12%-82813F-HRTimeline
Stonebrook Private Inc.30,133$1.85M0.34%-5,75913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD29,956$1.83M0.01%+12,73813F-HRTimelineGroup
RM Financial Services, LLC29,572$1.81M1.35%-41013F-HRTimeline
Aptus Capital Advisors, LLC29,164$1.79M0.01%+3,87413F-HRTimeline
Lansing Street Advisors28,722$1.76M0.37%-5,90313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,541$1.75M0.08%-1,04813F-HRTimeline
Avestar Capital, LLC28,318$1.73M0.1%-54413F-HRTimeline
Sequoia Financial Advisors, LLC28,231$1.73M0.01%+6,39013F-HRTimeline
Carolina Wealth Management Inc27,367$1.68M0.77%13F-HRTimeline
PRIVATE TRUST CO NA26,957$1.65M0.13%+18313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,955$1.65M<0.01%+20,60413F-HRTimelineGroup
Clear Creek Financial Management, LLC26,602$1.63M0.1%-22,61113F-HRTimeline
Arax Advisory Partners26,480$1.62M0.01%+18,90513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,274$1.61M<0.01%-5,11313F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC26,123$1.6M0.5%-2,37713F-HRTimeline