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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

521 managers (524 13F filers) reported a position in XLG shares at 2025-03-31, 115,937,832 shares in all. 101 filers opened a position and 48 filers sold out during the quarter.

Managers
521
13F filers
524
New
101
Added
192
Reduced
157
Sold out
48
Shares held by filers
115,937,832

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC32,093$1.48M0.02%-15,54113F-HRTimeline
Curtis Advisory Group, LLC31,805$1.46M0.43%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.31,518$1.45M0.7%-11,43213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,293$1.44M<0.01%-1,22713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL31,288$1.44M0.01%+9,11213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC31,200$1.44M0.6%+22,50013F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC31,100$1.43M0.39%013F-HRTimeline
Lifelong Wealth Advisors, Inc.30,751$1.42M0.66%new13F-HRTimeline
BlueChip Wealth Advisors LLC30,704$1.41M0.69%+16,71113F-HRTimeline
FWG Investments, LLC.30,026$1.38M1.62%-1,24613F-HRTimeline
Avior Wealth Management, LLC28,283$1.3M0.05%-2,79313F-HRTimeline
Gen-Wealth Partners Inc27,949$1.29M0.54%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,797$1.28M<0.01%-2,55113F-HRTimeline
Dynamic Advisor Solutions LLC27,748$1.28M0.04%+22,25113F-HRTimeline
Merit Financial Group, LLC26,833$1.23M0.02%+6,77513F-HRTimeline
Apeiron RIA LLC26,529$1.22M0.37%+20,67913F-HRTimeline
Orion Porfolio Solutions, LLC25,980$1.2M0.01%+1,44913F-HRTimeline
Orion Portfolio Solutions, LLC25,980$1.2M0.01%+1,44913F-HR/ATimeline
GTS SECURITIES LLC25,513$1.17M0.05%new13F-HRTimeline
Rappaport Reiches Capital Management, L…24,764$1.14M0.28%+4,67313F-HRTimeline
MONECO ADVISORS, LLC24,373$1.12M0.12%-2,42313F-HR/ATimeline
EP Wealth Advisors, LLC24,367$1.12M0.01%-6,00713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC24,297$1.12M0.51%+2,29513F-HRTimeline
BLAIR WILLIAM & CO/IL24,185$1.11M<0.01%-12513F-HRTimeline
NFSG Corp23,713$1.09M0.26%-3,09913F-HRTimeline
Lansing Street Advisors23,054$1.06M0.36%+14,25013F-HRTimeline
Keystone Wealth Services, LLC22,682$1.04M0.28%-97813F-HRTimeline
Claro Advisors Inc.22,381$1.03M0.14%+15,32813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22,147$1.02M0.01%+4313F-HRTimelineGroup
Capital CS Group, LLC22,063$1.02M1.73%+1,14613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,783$1M1.14%013F-HRTimeline
THEORY FINANCIAL LLC21,763$1M0.42%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,973$965K0.03%+15,21613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.20,850$960K<0.01%+16,13913F-HRTimelineGroup
RiverTree Advisors, LLC20,754$955K0.64%-63,05113F-HRTimeline
Beacon Pointe Advisors, LLC20,528$945K0.01%+3,71813F-HRTimeline
KG Capital Management20,507$944K0.31%+61913F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC19,658$905K0.67%-30,85813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,444$895K0.06%-2,42513F-HRTimelineGroup
PRIVATE TRUST CO NA19,324$889K0.09%+4,96513F-HRTimeline
BUSH INVESTMENT GROUP, LLC19,078$878K0.66%new13F-HRTimeline
Avidian Wealth Enterprises, LLC18,961$873K0.04%new13F-HRTimeline
Davies Financial Advisors, Inc.18,920$871K0.74%-1013F-HRTimeline
Sequoia Financial Advisors, LLC18,771$864K0.01%-7,06913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,799$858K0.07%+14,79313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,523$852K0.02%+2,73713F-HRTimelineGroup
My Legacy Advisors, LLC18,385$846K0.33%new13F-HRTimeline
Perennial Investment Advisors, LLC18,381$846K0.1%-26,55513F-HRTimeline
Great Diamond Partners, LLC17,718$815K0.22%+91213F-HRTimeline
Snider Financial Group17,660$813K0.26%-47913F-HRTimeline
Horizon Wealth Management, LLC17,501$805K0.14%-913F-HRTimeline
Madrona Financial Services, LLC17,211$792K0.22%+8,25913F-HRTimeline
Seneca House Advisors17,058$785K0.33%+2013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,055$785K0.36%new13F-HRTimeline
Aurora Private Wealth, Inc.16,930$779K0.62%-18,10813F-HR/ATimeline
Sequent Planning LLC16,838$775K0.28%+33713F-HRTimeline
WBH ADVISORY INC16,647$766K0.07%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC16,571$763K0.12%new13F-HRTimeline
Colonial River Investments, LLC16,235$747K0.41%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,904$732K0.02%new13F-HRTimeline
WealthPLAN Partners, LLC15,741$724K0.1%new13F-HRTimeline
Strategic Blueprint, LLC15,699$722K0.04%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC15,634$719K0.34%new13F-HRTimeline
Quantinno Capital Management LP15,070$694K<0.01%013F-HRTimeline
Gotham Asset Management, LLC15,056$693K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC14,999$690K0.05%-38313F-HRTimeline
OLD MISSION CAPITAL LLC14,717$677K0.01%new13F-HRTimeline
IHT Wealth Management, LLC14,582$671K0.02%-32713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC13,867$638K0.14%-10413F-HRTimeline
North Star Investment Management Corp.13,753$633K0.05%+213F-HRTimeline
Trilogy Capital Inc.13,440$619K0.03%-17913F-HRTimeline
Empower Advisory Group, LLC13,421$618K<0.01%+8113F-HRTimeline
IFP Advisors, Inc13,419$618K0.02%+5,94913F-HRTimeline
Capital Wealth Alliance, LLC13,411$617K0.37%-16,06213F-HRTimeline
United Advisor Group, LLC13,405$617K0.13%-4,16913F-HRTimeline
Advisory Services Network, LLC13,311$613K0.01%-60813F-HRTimeline
Avant Capital LLC13,300$612K0.51%+30513F-HRTimeline
HARBOUR INVESTMENTS, INC.13,200$607K0.02%+10,13913F-HRTimeline
Summit Asset Management, LLC13,115$604K0.1%013F-HRTimeline
Spectrum Planning & Advisory Services I…12,907$594K0.49%new13F-HRTimeline
LexAurum Advisors, LLC12,708$585K0.11%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC12,639$582K0.39%new13F-HRTimeline
Joel Isaacson & Co., LLC12,606$580K0.03%+1913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/12,250$564K0.27%+3,15013F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,195$561K0.04%+2,96813F-HRTimeline
Cooper Financial Group12,174$560K0.07%+7,27313F-HRTimeline
Kingsview Wealth Management, LLC12,170$560K0.01%-2,43713F-HRTimeline
SteelPeak Wealth, LLC12,145$559K0.02%-36613F-HRTimeline
Clearview Wealth Advisors LLC11,714$539K0.4%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC11,463$528K0.24%+1,61713F-HRTimeline
Three Magnolias Financial Advisors, LLC11,400$525K0.44%+3,00013F-HRTimeline
Leslie Global Wealth, LLC11,110$511K0.25%-64713F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$510K0.06%013F-HRTimeline
VestGen Advisors, LLC11,075$510K0.02%13F-HRTimeline
Fortune 45 LLC10,977$505K0.33%+37013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,974$505K<0.01%+5913F-HR/ATimelineGroup
Freedom Investment Management, Inc.10,921$503K0.04%-85313F-HRTimeline
FOCUS Wealth Advisors, LLC10,920$503K0.28%013F-HRTimeline
Integrated Advisors Network LLC10,898$502K0.03%+1,44613F-HRTimeline
First Heartland Consultants, Inc.10,853$499K0.05%-58313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,828$498K<0.01%+87813F-HRTimelineGroup
Selective Wealth Management, Inc.11,172$496K0.22%013F-HRTimeline
OmniStar Financial Group, Inc.10,654$493K0.39%-37813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,636$489K0.19%-18313F-HRTimeline
SYNOVUS FINANCIAL CORP10,574$487K0.01%+1,19913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,529$485K0.04%-72813F-HRTimeline
CHOREO, LLC10,442$481K0.01%-11,39713F-HRTimeline
NWAM LLC10,368$477K0.04%new13F-HRTimeline
Advisor Resource Council10,294$474K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,238$471K0.01%+1,22113F-HRTimeline
Vantage Point Financial LLC10,213$470K0.24%new13F-HRTimeline
Global Strategic Investment Solutions, …10,111$465K0.05%-2613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,943$458K0.05%+17913F-HRTimeline
NWF Advisory Services Inc.9,914$456K0.06%new13F-HRTimeline
Elevation Capital Advisory, LLC9,739$448K0.2%-61,28013F-HRTimeline
Berbice Capital Management LLC9,524$438K0.38%+1,93113F-HRTimeline
Royal Fund Management, LLC9,482$437K0.05%new13F-HRTimeline
RDA Financial Network9,493$437K0.13%new13F-HRTimeline
Retireful, LLC9,520$436K0.42%-6,74913F-HRTimeline
Rollins Financial Advisors, LLC9,472$436K0.08%+2,44213F-HR/ATimeline
Emergent Wealth Advisors, LLC9,458$435K0.32%-1,77713F-HRTimeline
Balboa Wealth Partners9,450$435K0.1%013F-HRTimeline
MCDONALD PARTNERS LLC9,354$431K0.11%+2,17113F-HRTimeline
Baker Avenue Asset Management, LP9,311$429K0.01%+92413F-HRTimeline
Patriot Financial Group Insurance Agenc…9,230$425K0.06%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,181$423K0.01%-9113F-HRTimelineGroup
ELCO Management Co., LLC9,100$419K0.23%+5013F-HRTimeline
Merkkuri Wealth Advisors LLC9,064$417K0.36%new13F-HRTimeline
Insight Advisors, LLC/ PA9,048$416K0.07%+1,05913F-HRTimeline
Cresset Asset Management, LLC8,977$413K<0.01%-14,86213F-HRTimeline
Moloney Securities Asset Management, LLC8,971$413K0.06%013F-HRTimeline
BEACON FINANCIAL GROUP8,751$403K0.04%new13F-HRTimeline
Alteri Wealth LLC8,694$400K0.18%+4,48613F-HRTimeline
Pinnacle Financial Partners Inc8,525$397K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC8,590$395K0.19%+30013F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,565$394K0.01%-12013F-HRTimeline
MainStreet Investment Advisors LLC8,565$394K0.06%new13F-HRTimeline
Total Clarity Wealth Management, Inc.7,875$393K0.13%013F-HRTimeline
Geneos Wealth Management Inc.8,530$393K0.01%+4,12813F-HRTimeline
FFG RETIREMENT ADVISORS LLC8,445$389K0.26%new13F-HRTimeline
Founders Financial Alliance, LLC8,443$389K0.09%+1,16013F-HRTimeline
Darrow Company, Inc.8,436$388K0.22%013F-HRTimeline
Mezzasalma Advisors, LLC8,411$387K0.13%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,408$387K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.8,355$384K0.04%+53013F-HRTimeline
Wedmont Private Capital8,597$382K0.02%-42013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,279$381K0.01%-7,63013F-HRTimelineGroup
WealthTrak Capital Management LLC8,228$379K0.33%new13F-HRTimeline
Beacon Financial Advisory LLC8,195$377K0.11%new13F-HRTimeline
Global Financial Private Client, LLC8,180$376K0.14%+1013F-HRTimeline
Cornerstone Wealth Group, LLC8,130$374K0.03%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,095$373K0.03%+90213F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,020$369K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,956$366K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC7,924$365K0.05%013F-HRTimeline
Garden State Investment Advisory Servic…7,888$363K0.12%+2,21613F-HRTimeline
FULLCIRCLE WEALTH LLC7,801$356K0.15%new13F-HRTimeline
CALTON & ASSOCIATES, INC.7,670$353K0.08%013F-HR/ATimeline
Signal Advisors Wealth, LLC7,345$338K0.03%new13F-HRTimeline
Smith Salley Wealth Management7,340$338K0.02%+11413F-HRTimeline
Semmax Financial Advisors Inc.7,236$337K0.09%new13F-HRTimeline
BRIGHTON JONES LLC7,186$331K0.01%+59413F-HRTimeline
Main Street Financial Solutions, LLC7,010$323K0.03%-4,04113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,995$322K<0.01%+4,04713F-HRTimelineGroup
Runnymede Capital Advisors, Inc.6,899$317K0.3%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,863$316K0.05%new13F-HRTimeline
Catalina Capital Group, LLC6,859$316K0.21%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,815$314K0.03%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,743$309K0.14%013F-HRTimeline
Pacific Sun Financial Corp6,624$305K0.17%+27513F-HRTimeline
Valley Brook Capital Group, Inc.6,575$303K0.24%+72013F-HRTimeline
MinichMacGregor Wealth Management, LLC6,530$301K0.07%-14113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …6,457$297K<0.01%-1,99413F-HRTimelineGroup
UPTICK PARTNERS, LLC6,453$297K0.1%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,381$294K0.04%-13,74113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,380$294K<0.01%+25113F-HRTimelineGroup
Bank of New Hampshire6,320$291K0.08%013F-HRTimeline
Secure Asset Management, LLC6,317$291K0.06%+53813F-HRTimeline
Embree Financial Group6,293$290K0.05%-1,30013F-HRTimeline
Belpointe Asset Management LLC6,261$288K0.01%-37,08013F-HRTimeline
DRW Securities, LLC6,150$283K0.02%013F-HRTimeline
Triad Wealth Partners, LLC6,111$281K0.09%+73913F-HRTimeline
WealthBridge Capital Management, LLC6,046$278K0.08%+10713F-HRTimeline
Americana Partners, LLC5,954$274K0.01%013F-HRTimeline
DAVENPORT & Co LLC5,942$273K<0.01%+13413F-HRTimeline
Lifeworks Advisors, LLC5,839$269K0.04%-413F-HRTimeline
Empirical Asset Management, LLC5,788$266K0.09%new13F-HRTimeline
Advisory Alpha, LLC5,603$258K0.01%+13513F-HR/ATimeline
Southland Equity Partners LLC5,561$256K0.06%new13F-HRTimeline
Metis Global Partners, LLC5,542$255K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,438$250K<0.01%new13F-HRTimeline
Novak & Powell Financial Services, Inc.5,372$247K0.15%-30013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,252$242K0.06%-1,58313F-HRTimelineGroup
Medallion Wealth Advisors, LLC5,212$241K0.11%+1,27213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$241K0.2%013F-HRTimeline
Maridea Wealth Management LLC5,183$239K0.08%-93613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,180$238K0.01%-79813F-HRTimelineGroup
Waverly Advisors, LLC5,167$238K<0.01%+1,12313F-HRTimeline
GRIES FINANCIAL LLC5,108$235K0.05%-3,31213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,100$235K0.01%+7413F-HRTimelineGroup