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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, 83,099,938 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
83,099,938

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
Gateway Wealth Partners, LLC26,022$1.59M0.1%-33,25813F-HRTimeline
Sequent Planning LLC25,741$1.58M0.34%+3,54213F-HRTimeline
IFP Advisors, Inc25,335$1.55M0.03%+8,74913F-HRTimeline
RFG Advisory, LLC25,145$1.54M0.02%-53813F-HRTimeline
Allworth Financial LP25,070$1.54M0.01%+1,28113F-HRTimeline
OMNI 360 Wealth, Inc.24,815$1.52M0.7%+31113F-HRTimeline
Perigon Wealth Management, LLC24,314$1.49M0.02%+75313F-HRTimeline
Avior Wealth Management, LLC24,350$1.48M0.04%-56213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …23,988$1.47M0.01%+2,34813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC23,516$1.44M0.12%-43,09613F-HRTimeline
Cambria Investment Management, L.P.22,900$1.4M0.07%-1,24613F-HRTimeline
Empowered Funds, LLC22,900$1.4M0.01%-1,24613F-HRTimeline
Advisory Services Network, LLC22,829$1.4M0.02%+3,13813F-HRTimeline
Merit Financial Group, LLC22,766$1.39M0.01%-1,05113F-HR/ATimeline
Jump Financial, LLCin group Jump Financial, LLC22,697$1.39M0.01%-130,71613F-HRTimelineGroup
Keystone Wealth Services, LLC22,615$1.38M0.26%-23313F-HRTimeline
Snider Financial Group22,602$1.38M0.35%+1,56013F-HRTimeline
Quantinno Capital Management LP21,694$1.33M<0.01%+4,31013F-HRTimeline
FWG Investments, LLC.21,550$1.32M0.7%-64513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,537$1.32M0.11%-1,25213F-HRTimelineGroup
MONECO ADVISORS, LLC21,433$1.31M0.08%-1,24213F-HRTimeline
Hardworking Capital Advisors, LLC21,232$1.3M1.06%-64613F-HRTimeline
Elevation Capital Advisory, LLC21,085$1.29M0.5%new13F-HRTimeline
Beacon Pointe Advisors, LLC20,798$1.27M0.01%-2,01913F-HRTimeline
LexAurum Advisors, LLC20,766$1.27M0.15%013F-HRTimeline
Hilltop National Bank20,650$1.26M0.27%013F-HRTimeline
WBH ADVISORY INC20,581$1.26M0.08%013F-HRTimeline
Blue Capital, Inc.20,487$1.25M0.8%new13F-HRTimeline
Horizon Wealth Management, LLC20,268$1.24M0.16%+3913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,108$1.23M0.04%-75713F-HRTimelineGroup
Baring Financial LLC19,825$1.21M0.67%-59013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,719$1.21M0.02%+4213F-HRTimelineGroup
Madrona Financial Services, LLC19,175$1.17M0.22%013F-HRTimeline
Ethos Capital Management, Inc.18,705$1.15M0.82%-6,76813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC18,540$1.14M0.26%013F-HRTimeline
NFSG Corp18,514$1.13M0.14%-31113F-HRTimeline
Focus Financial Network, Inc.18,271$1.12M0.03%-51,61013F-HRTimeline
HRT FINANCIAL LP18,117$1.11M<0.01%new13F-HRTimeline
PFG Advisors17,563$1.08M0.05%-91,92713F-HRTimeline
Mayflower Financial Advisors, LLC17,466$1.07M0.09%-1,75913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,357$1.06M<0.01%-36,41813F-HR/ATimelineGroup
KG Capital Management17,273$1.06M0.63%-23213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.16,996$1.04M0.02%+2,78613F-HRTimelineGroup
Kingsview Wealth Management, LLC16,786$1.03M0.01%-12513F-HRTimeline
Foundations Investment Advisors, LLC16,658$1.02M0.01%-6,05913F-HRTimeline
MATHER GROUP, LLC.16,343$1M0.01%+22313F-HRTimeline
Seneca House Advisors16,328$1000K0.35%-28113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,731$963K<0.01%-133,70813F-HRTimelineGroup
Total Clarity Wealth Management, Inc.15,722$963K0.19%+1,12513F-HRTimeline
Integrated Advisors Network LLC15,513$950K0.04%-89413F-HRTimeline
Arsenal Capital Advisors LLC15,499$949K0.56%+2,45713F-HRTimeline
Coastline Trust Co15,406$943K0.08%+7,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Advisor Group, LLC15,402$943K0.1%+1,06413F-HRTimeline
Baker Avenue Asset Management, LP15,022$920K0.02%+3,52713F-HRTimeline
McAdam, LLC14,970$917K0.04%-23,72513F-HRTimeline
Cyndeo Wealth Partners, LLC14,751$903K0.04%-4613F-HRTimeline
Kathmere Capital Management, LLC14,463$886K0.05%013F-HRTimeline
Cassaday & Co Wealth Management LLC14,433$884K0.02%+7,87613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,220$871K0.01%+4,57213F-HRTimelineGroup
Retireful, LLC13,778$845K0.79%+35113F-HRTimeline
Prospera Financial Services Inc13,696$839K0.01%+5,39513F-HRTimeline
Key Client Fiduciary Advisors, LLC13,549$830K0.24%+20513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,496$826K0.01%+1,00013F-HRTimeline
J. M. Brown & Associates Inc.13,481$825K0.47%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.13,464$824K0.48%-2,88613F-HRTimeline
Summit Asset Management, LLC13,090$802K0.1%013F-HRTimeline
Great Diamond Partners, LLC12,927$792K0.14%+23013F-HRTimeline
Vertex Planning Partners, LLC12,874$788K0.12%-3,10013F-HRTimeline
Joel Isaacson & Co., LLC12,696$777K0.02%+2013F-HRTimeline
Avant Capital LLC12,686$777K0.49%-65513F-HRTimeline
Orion Porfolio Solutions, LLC12,590$771K0.01%-5,45313F-HRTimeline
Modern Wealth Management, LLC12,560$769K0.01%-14,29113F-HRTimeline
Briggs Wealth Management, Inc12,453$763K0.7%+17113F-HRTimeline
North Star Investment Management Corp.12,440$762K0.04%-1,02013F-HRTimeline
NWF Advisory Services Inc.12,431$761K0.07%+7013F-HRTimeline
First Heartland Consultants, Inc.12,280$752K0.05%+93413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,276$751K<0.01%new13F-HRTimelineGroup
Valley Brook Capital Group, Inc.12,170$745K0.42%+1,44213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,002$735K-170Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,745$719K0.01%+22113F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.11,639$713K0.3%-11,17413F-HRTimeline
Insight Advisors, LLC/ PA11,629$712K0.13%+28113F-HRTimeline
Samalin Investment Counsel, LLC11,595$710K0.23%-2013F-HRTimeline
WCG Wealth Advisors LLC11,591$710K0.02%-1,53613F-HRTimeline
Colonial River Investments, LLC11,508$705K0.2%-21,31613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,496$704K0.12%-2,09813F-HRTimeline
Waverly Advisors, LLC11,419$699K<0.01%+1,86413F-HRTimeline
Cooper Financial Group11,373$696K0.06%-24113F-HRTimeline
CHOREO, LLC11,338$694K0.01%+613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC11,253$689K0.22%+1,59113F-HRTimeline
Ausdal Financial Partners, Inc.11,120$681K0.03%+2,38013F-HRTimeline
Latitude Advisors, LLC11,093$679K0.27%-1,09213F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$679K0.06%013F-HRTimeline
Fortune 45 LLC11,074$678K0.29%+7113F-HRTimeline
Investors Research Corp11,037$676K0.12%+33913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …11,100$674K<0.01%+1,50013F-HRTimelineGroup
FOCUS Wealth Advisors, LLC10,920$669K0.31%013F-HRTimeline
Maridea Wealth Management LLC10,866$665K0.07%+1,34213F-HRTimeline
Keystone Financial Group10,760$659K0.04%-1,89613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,628$651K0.64%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,575$648K0.02%+83513F-HRTimeline
Compound Planning, Inc.10,560$647K0.02%+6,42913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,243$642K0.03%new13F-HRTimelineGroup
Cypress Wealth Services, LLC10,332$633K0.08%-53013F-HRTimeline
Founders Financial Alliance, LLC10,255$628K0.08%+33813F-HRTimeline
SMITH, MOORE & CO.10,245$627K0.04%-57513F-HRTimeline
Selective Wealth Management, Inc.10,309$626K0.16%013F-HRTimeline
Global Strategic Investment Solutions, …10,110$619K0.06%+1913F-HRTimeline
Wilkerson Advisory Group LLC10,095$618K0.19%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,022$614K0.04%-3813F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY9,819$601K0.33%+2013F-HRTimeline
Wedmont Private Capital9,641$598K0.02%013F-HRTimeline
Cadent Capital Advisors, LLC9,723$595K0.12%+2613F-HRTimeline
ELCO Management Co., LLC9,650$591K0.25%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,605$588K0.01%-7,37913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,539$585K<0.01%-56613F-HRTimelineGroup
Rollins Financial Advisors, LLC9,507$582K0.08%-15013F-HRTimeline
Trilogy Capital Inc.9,492$581K0.02%-38313F-HRTimeline
Leslie Global Wealth, LLC9,481$581K0.23%-44613F-HRTimeline
Garden State Investment Advisory Servic…9,421$577K0.11%-53913F-HRTimeline
IMC-Chicago, LLC9,327$571K0.01%+3,32613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,262$567K0.31%013F-HRTimeline
Beacon Financial Advisory LLC9,255$567K0.11%+213F-HRTimeline
Redhawk Wealth Advisors, Inc.9,129$559K0.06%+2,42313F-HRTimeline
Balboa Wealth Partners8,991$551K0.07%-69613F-HRTimeline
RDA Financial Network8,902$545K0.12%+15213F-HRTimeline
Spectrum Planning & Advisory Services I…8,885$544K0.24%-35413F-HRTimeline
Liberty Atlantic Advisors LLC8,815$540K0.39%+1,53213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,772$537K0.02%-1413F-HRTimeline
MOLLER WEALTH PARTNERS8,641$529K0.1%-13,43013F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,565$524K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC8,565$524K0.07%013F-HRTimeline
Darrow Company, Inc.8,436$517K0.2%013F-HRTimeline
Mezzasalma Advisors, LLC8,411$515K0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,379$513K<0.01%+3,88113F-HRTimeline
Triad Wealth Partners, LLC8,247$510K0.03%+9213F-HRTimeline
Pioneer Family Office, LLC8,319$509K0.26%+5,47013F-HRTimeline
Global Financial Private Client, LLC8,284$507K0.14%013F-HRTimeline
Three Magnolias Financial Advisors, LLC8,250$505K0.28%-1,70013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,244$505K<0.01%-5,16613F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC8,020$491K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,000$490K<0.01%-10013F-HRTimelineGroup
DAVENPORT & Co LLC7,996$490K<0.01%013F-HRTimeline
KICKSTAND VENTURES, LLC.7,460$457K0.08%-4813F-HRTimeline
SeaCrest Wealth Management, LLC7,431$455K0.05%-1,09813F-HRTimeline
Geneos Wealth Management Inc.7,262$445K0.01%+2,43113F-HRTimeline
TSFG, LLC7,062$432K0.05%-129,11413F-HRTimeline
ARWA LLC6,897$424K0.18%-1,85513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,863$420K0.05%013F-HRTimeline
Americana Partners, LLC6,814$417K0.01%+71313F-HRTimeline
Nuveen, LLCin group TIAA6,806$417K<0.01%new13F-HRTimelineGroup
Capital Wealth Alliance, LLC6,614$405K0.19%-30813F-HRTimeline
Headlands Technologies LLC6,541$401K0.04%+2,02613F-HRTimeline
Lifelong Wealth Advisors, Inc.6,511$399K0.09%-132,29213F-HRTimeline
Runnymede Capital Advisors, Inc.6,504$398K0.24%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.6,500$398K0.34%013F-HRTimeline
Soltis Investment Advisors LLC6,494$398K0.02%+37413F-HRTimeline
Traynor Capital Management, Inc.6,485$397K0.02%+5613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,476$397K0.01%013F-HRTimelineGroup
WESTCO ADVISORY SERVICES INC /ADV6,395$392K0.24%-2813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,392$391K<0.01%013F-HRTimelineGroup
Simplicity Wealth,LLC6,359$389K0.01%+1,60613F-HRTimeline
Alchemi Wealth, LLC6,335$388K0.18%013F-HRTimeline
BEACON FINANCIAL GROUP6,309$386K0.04%-18913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,294$385K0.01%-27313F-HRTimelineGroup
Parcion Private Wealth LLC6,188$379K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,168$378K0.04%-26213F-HRTimelineGroup
Impact Partnership Wealth, LLC6,154$377K0.04%+89013F-HRTimeline
Ascent Wealth Partners, LLC6,154$377K0.04%-1,68313F-HRTimeline
Tempus Wealth Planning, LLC6,069$372K0.07%-9,67713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,028$369K0.01%+20313F-HRTimeline
A4 Wealth Advisors LLC6,018$368K0.25%+68213F-HRTimeline
Carr Financial Group Corp5,978$366K0.08%-1,12513F-HRTimeline
Capital CS Group, LLC5,960$365K0.53%+1,03913F-HRTimeline
UPTICK PARTNERS, LLC5,910$362K0.06%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,861$359K0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5,825$357K0.23%-20613F-HRTimeline
CFS Investment Advisory Services, LLC5,847$355K0.02%-19,98513F-HRTimeline
IHT Wealth Management, LLC5,770$353K0.01%-1,93213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,744$352K0.02%+92013F-HRTimeline
Well Done, LLC5,712$350K0.05%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,581$342K<0.01%-35013F-HRTimelineGroup
Bedel Financial Consulting, Inc.5,564$341K0.03%new13F-HRTimeline
Main Street Financial Solutions, LLC5,509$337K0.02%-1,17613F-HRTimeline
Jackson Wealth Management, LLC5,503$337K0.2%-140,73113F-HRTimeline
BRIGHTON JONES LLC5,422$332K0.01%-1,05013F-HRTimeline
Goepper Burkhardt LLC5,420$332K0.1%013F-HRTimeline
One Wealth Advisors, LLC5,373$329K0.04%-2,20913F-HRTimeline
Novak & Powell Financial Services, Inc.5,353$328K0.15%-1,70313F-HRTimeline
Daviman Financial, LLC5,310$325K0.18%-1,26613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,237$321K<0.01%new13F-HRTimelineGroup
GoalVest Advisory LLC5,230$320K0.06%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$320K0.16%013F-HRTimeline
AVISO WEALTH MANAGEMENT5,205$319K0.11%+21513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,170$317K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,150$315K<0.01%-208,30013F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC5,085$311K0.02%013F-HRTimeline
Somerset Group LLC5,000$310K0.22%013F-HRTimeline
Embree Financial Group5,044$309K0.03%-36213F-HRTimeline
Citrine Capital LLC5,026$308K0.11%+2613F-HRTimeline