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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

471 managers (473 13F filers) reported a position in XLG shares at 2024-12-31, 108,790,016 shares in all. 56 filers opened a position and 24 filers sold out during the quarter.

Managers
471
13F filers
473
New
56
Added
216
Reduced
101
Sold out
24
Shares held by filers
108,790,016

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BLAIR WILLIAM & CO/IL24,310$1.21M<0.01%+65013F-HRTimeline
COMERICA BANK24,175$1.21M<0.01%+90413F-HR/ATimeline
Cresset Asset Management, LLC23,839$1.19M0.01%-22,53213F-HRTimeline
Keystone Wealth Services, LLC23,660$1.18M0.31%-23,36313F-HRTimeline
Keystone Financial Group23,514$1.17M0.12%-48113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,049$1.15M0.04%+1,50513F-HRTimeline
Hilltop National Bank22,455$1.12M0.34%-41513F-HRTimeline
TUDOR INVESTMENT CORP ET AL22,176$1.11M0.01%-30,74313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22,104$1.1M0.02%+3813F-HRTimelineGroup
COMMONS CAPITAL, LLC22,055$1.1M1%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC22,100$1.1M0.18%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC22,002$1.1M0.5%+5,33313F-HRTimeline
CHOREO, LLC21,839$1.1M0.02%-113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,869$1.09M0.07%+1,00413F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC21,783$1.09M1.24%13F-HRTimeline
Bison Wealth, LLC21,647$1.08M0.13%13F-HRTimeline
Capital CS Group, LLC20,917$1.04M1.4%-6,35913F-HRTimeline
Rappaport Reiches Capital Management, L…20,091$1M0.26%+2,58413F-HRTimeline
Merit Financial Group, LLC20,058$1M0.02%+5,48613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,756$994K0.09%-3,73913F-HRTimeline
Trek Financial, LLC19,889$994K0.07%new13F-HRTimeline
KG Capital Management19,888$994K0.32%+1,81413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC20,122$977K0.08%+9,03713F-HRTimelineGroup
Davies Financial Advisors, Inc.18,930$946K0.8%013F-HRTimeline
Snider Financial Group18,139$906K0.28%-4913F-HRTimeline
Prostatis Group LLC18,123$905K0.26%new13F-HRTimeline
United Advisor Group, LLC17,574$878K0.17%+8,82713F-HRTimeline
Horizon Wealth Management, LLC17,510$875K0.15%+1213F-HRTimeline
Seneca House Advisors17,038$851K0.34%+1813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,995$849K<0.01%-1,57813F-HRTimelineGroup
Beacon Pointe Advisors, LLC16,810$840K0.01%+2,37713F-HRTimeline
Great Diamond Partners, LLC16,806$840K0.22%+71913F-HRTimeline
Sequent Planning LLC16,501$824K0.3%+4413F-HRTimeline
Retireful, LLC16,269$813K0.46%-33,12513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,909$795K0.01%-43013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,786$789K0.02%+5,27613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,768$788K0.02%+1,41613F-HRTimelineGroup
NAPA WEALTH MANAGEMENT15,398$769K0.33%new13F-HRTimeline
Cyndeo Wealth Partners, LLC15,382$768K0.05%-2,79513F-HRTimeline
Quantinno Capital Management LP15,070$753K0.01%013F-HRTimeline
Gotham Asset Management, LLC15,056$752K0.01%new13F-HRTimeline
IHT Wealth Management, LLC14,909$745K0.02%-4713F-HRTimeline
Kingsview Wealth Management, LLC14,607$730K0.01%+79813F-HRTimeline
Opus Capital Group, LLC14,540$726K0.09%013F-HRTimeline
Maia Wealth LLC14,302$720K0.15%new13F-HRTimeline
PRIVATE TRUST CO NA14,359$717K0.07%+3,02213F-HRTimeline
Focus Financial Network, Inc.14,283$714K0.03%-35913F-HRTimeline
BlueChip Wealth Advisors LLC13,993$699K0.39%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC13,971$698K0.14%+313F-HRTimeline
Advisory Services Network, LLC13,919$695K0.01%+6,12913F-HRTimeline
North Star Investment Management Corp.13,751$687K0.05%-1,44813F-HRTimeline
Trilogy Capital Inc.13,619$680K0.03%-1,31213F-HRTimeline
Empower Advisory Group, LLC13,340$666K<0.01%-12013F-HRTimeline
Summit Asset Management, LLC13,115$655K0.12%-20013F-HRTimeline
Avant Capital LLC12,995$649K0.54%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,950$647K0.04%+13313F-HRTimeline
AE Wealth Management LLC12,671$633K0.01%+3,09713F-HRTimeline
Joel Isaacson & Co., LLC12,587$629K0.03%+36813F-HRTimeline
SteelPeak Wealth, LLC12,511$625K0.03%013F-HRTimeline
Freedom Investment Management, Inc.11,774$588K0.05%-1,71113F-HRTimeline
Leslie Global Wealth, LLC11,757$587K0.27%-2,95513F-HRTimeline
First Heartland Consultants, Inc.11,436$571K0.06%+1,62913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,257$562K0.04%-1,94913F-HRTimeline
Emergent Wealth Advisors, LLC11,235$561K0.41%+1,44313F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$554K0.07%013F-HRTimeline
OmniStar Financial Group, Inc.11,032$552K0.44%+55613F-HRTimeline
Main Street Financial Solutions, LLC11,051$552K0.05%+3,74613F-HRTimeline
Selective Wealth Management, Inc.11,172$550K0.22%013F-HRTimeline
FOCUS Wealth Advisors, LLC10,920$546K0.29%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,915$545K<0.01%-50013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC10,819$541K0.24%+4,55813F-HRTimeline
Fortune 45 LLC10,607$530K0.35%+19213F-HRTimeline
Global Strategic Investment Solutions, …10,137$506K0.06%+1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,950$497K<0.01%013F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC9,846$492K0.22%+63613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,764$488K0.05%-2,24513F-HRTimeline
Integrated Advisors Network LLC9,452$472K0.02%+3,68413F-HRTimeline
Balboa Wealth Partners9,450$472K0.11%013F-HRTimeline
SYNOVUS FINANCIAL CORP9,375$468K0.01%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,272$463K0.09%-15613F-HRTimelineGroup
Ausdal Financial Partners, Inc.9,227$461K0.04%+1,34013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,100$455K0.21%+2,00013F-HRTimelineGroup
ELCO Management Co., LLC9,050$452K0.24%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,017$450K0.01%+23913F-HRTimeline
CPC Advisors, LLC8,976$448K0.06%+2,80913F-HRTimeline
Moloney Securities Asset Management, LLC8,971$448K0.06%+2,85113F-HRTimeline
Madrona Financial Services, LLC8,952$447K0.12%-1,21913F-HRTimeline
Wedmont Private Capital9,017$446K0.02%+42013F-HRTimeline
Lansing Street Advisors8,804$440K0.15%-15113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,700$435K0.26%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,685$434K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,609$430K<0.01%-14713F-HRTimelineGroup
Pinnacle Financial Partners Inc8,525$423K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,451$422K0.01%+1,22613F-HRTimelineGroup
Darrow Company, Inc.8,436$421K0.24%013F-HRTimeline
GRIES FINANCIAL LLC8,420$421K0.07%+2,29313F-HRTimeline
Mezzasalma Advisors, LLC8,411$420K0.14%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC8,400$420K0.44%13F-HRTimeline
Baker Avenue Asset Management, LP8,387$419K0.01%+29513F-HRTimeline
Game Plan Financial Advisors, LLC8,290$415K0.2%+10013F-HRTimeline
Global Financial Private Client, LLC8,170$408K0.15%+1513F-HRTimeline
Cornerstone Wealth Group, LLC8,130$406K0.03%013F-HRTimeline
Insight Advisors, LLC/ PA7,989$402K0.07%+71713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,020$401K0.01%013F-HRTimeline
Crewe Advisors LLC7,924$396K0.05%013F-HRTimeline
Total Clarity Wealth Management, Inc.7,875$393K0.13%new13F-HRTimeline
SMITH, MOORE & CO.7,825$391K0.04%+97513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,680$384K<0.01%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.7,670$383K0.17%new13F-HRTimeline
Embree Financial Group7,593$379K0.06%+313F-HRTimeline
Berbice Capital Management LLC7,593$379K0.3%13F-HRTimeline
WESPAC Advisors, LLC7,553$377K0.28%+1713F-HRTimeline
Qube Research & Technologies Ltd7,497$375K<0.01%+5,70513F-HRTimeline
IFP Advisors, Inc7,470$373K0.01%-26113F-HRTimeline
Founders Financial Alliance, LLC7,283$364K0.1%+6,89313F-HRTimeline
Smith Salley Wealth Management7,226$361K0.02%+1313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,193$359K0.03%new13F-HRTimeline
MCDONALD PARTNERS LLC7,183$359K0.09%-16213F-HRTimeline
Claro Advisors Inc.7,053$352K0.05%-46113F-HRTimeline
Rollins Financial Advisors, LLC7,030$351K0.05%new13F-HRTimeline
Runnymede Capital Advisors, Inc.6,899$345K0.3%13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,835$341K0.09%-2,18313F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…6,743$337K0.16%013F-HRTimeline
Gladstone Institutional Advisory LLC6,672$333K0.02%+1,63813F-HRTimeline
MinichMacGregor Wealth Management, LLC6,671$333K0.07%-113F-HRTimeline
BRIGHTON JONES LLC6,592$329K0.01%+1113F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,479$324K<0.01%new13F-HRTimelineGroup
UPTICK PARTNERS, LLC6,453$322K0.12%-61713F-HRTimeline
Pacific Sun Financial Corp6,349$317K0.17%+81413F-HRTimeline
Bank of New Hampshire6,320$316K0.08%013F-HRTimeline
DRW Securities, LLC6,150$307K0.02%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,129$306K<0.01%+12913F-HRTimelineGroup
Maridea Wealth Management LLC6,119$306K0.1%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,978$299K0.01%new13F-HRTimelineGroup
Americana Partners, LLC5,954$297K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC5,939$297K0.08%+1,24213F-HRTimeline
AVISO WEALTH MANAGEMENT5,915$296K0.15%new13F-HRTimeline
Thompson David Blair5,856$293K0.21%13F-HRTimeline
Bogart Wealth, LLC5,856$293K0.01%+913F-HRTimeline
Valley Brook Capital Group, Inc.5,855$293K0.22%+35013F-HRTimeline
Apeiron RIA LLC5,850$292K0.08%013F-HRTimeline
Lifeworks Advisors, LLC5,843$292K0.05%-19313F-HRTimeline
DAVENPORT & Co LLC5,808$290K<0.01%+98813F-HRTimeline
Secure Asset Management, LLC5,779$289K0.04%+1,55613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,757$288K0.01%-8513F-HRTimelineGroup
Bouchey Financial Group, Ltd.5,732$286K0.03%013F-HRTimeline
Garden State Investment Advisory Servic…5,672$284K0.09%+1,25213F-HRTimeline
Novak & Powell Financial Services, Inc.5,672$283K0.17%+30013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,616$281K0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC5,497$275K0.01%-6013F-HRTimeline
Belvedere Trading LLC5,494$274K0.02%+15413F-HRTimeline
Advisory Alpha, LLC5,468$273K0.01%-11513F-HRTimeline
BigSur Wealth Management LLC5,390$269K0.08%013F-HRTimeline
Triad Wealth Partners, LLC5,372$268K0.1%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$261K1.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,026$251K0.01%+2,20613F-HRTimelineGroup
GFS Advisors, LLC5,000$250K0.04%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,004$250K0.01%+4113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,000$250K0.01%013F-HRTimeline
Somerset Group LLC5,000$250K0.23%013F-HRTimeline
Wealth Architects, LLC4,960$248K0.03%013F-HRTimeline
VIAWEALTH, LLC4,935$247K0.15%-64113F-HRTimeline
Cooper Financial Group4,901$245K0.03%+39813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,894$245K<0.01%-19513F-HRTimelineGroup
Kelman-Lazarov, Inc.4,816$241K0.04%013F-HRTimeline
IAM Advisory, LLC4,760$238K0.06%-36113F-HRTimeline
AMERIFLEX GROUP, INC.4,663$237K0.11%13F-HRTimeline
National Wealth Management Group, LLC4,736$237K0.16%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,649$236K0.09%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,711$235K<0.01%+3,71113F-HRTimelineGroup
Samalin Investment Counsel, LLC4,612$230K0.1%-7,30813F-HRTimeline
Geneos Wealth Management Inc.4,402$220K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,301$215K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC4,293$214K0.01%new13F-HRTimeline
Alteri Wealth LLC4,208$210K0.06%13F-HRTimeline
Burns Matteson Capital Management, LLC4,170$208K0.12%-28913F-HRTimeline
SeaBridge Investment Advisors LLC4,146$207K0.04%-85313F-HRTimeline
Redwood Financial Network Corp4,120$206K0.15%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,090$204K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC4,044$202K<0.01%-24113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,006$200K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$200K<0.01%new13F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC3,940$197K0.1%13F-HRTimeline
Washington Trust Advisors, Inc.3,300$165K0.01%013F-HRTimeline
Alexis Investment Partners, LLC3,290$164K0.08%13F-HRTimeline
S.A. Mason LLC3,100$155K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,061$153K<0.01%-9513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,948$147K<0.01%+58213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,900$145K<0.01%013F-HRTimelineGroup
Investors Research Corp2,877$144K0.03%+96813F-HRTimeline
Allworth Financial LP2,710$139K<0.01%+10013F-HRTimeline
American Capital Advisory, LLC2,750$137K0.08%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,701$135K0.06%013F-HRTimeline
Continuum Advisory, LLC2,374$119K0.02%013F-HRTimeline
Register Financial Advisors LLC2,320$116K0.06%013F-HRTimeline
SYM FINANCIAL Corp2,172$109K0.01%+1,07213F-HRTimeline
Spectrum Wealth Counsel, LLC2,147$107K0.01%013F-HRTimeline
EPG Wealth Management LLC2,098$105K0.03%-20013F-HRTimeline
OARSMAN CAPITAL, INC.2,096$105K0.02%-2,72813F-HRTimeline
Key Financial Inc1,820$90.9K0.02%+17013F-HRTimeline