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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

550 managers (553 13F filers) reported a position in XLG shares at 2025-06-30, 95,948,035 shares in all. 70 filers opened a position and 48 filers sold out during the quarter.

Managers
550
13F filers
553
New
70
Added
247
Reduced
158
Sold out
48
Shares held by filers
95,948,035

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CAPTRUST FINANCIAL ADVISORS33,711$1.76M<0.01%+5,91413F-HRTimeline
Goodwin Investment Advisory33,660$1.75M2.02%-3,00013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV33,460$1.74M0.12%-10,46613F-HRTimeline
Compass Ion Advisors, LLC33,260$1.73M0.19%013F-HRTimeline
Diversified Enterprises, LLC32,025$1.67M0.12%-54713F-HRTimeline
Aptus Capital Advisors, LLC31,910$1.66M0.02%-18313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,296$1.63M<0.01%+313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management31,218$1.63M0.02%-12,67113F-HRTimelineGroup
Ethos Financial Group, LLC31,186$1.62M0.14%-1,01413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,100$1.62M0.41%013F-HRTimeline
BUSH INVESTMENT GROUP, LLC30,937$1.61M1.08%+11,85913F-HRTimeline
FWG Investments, LLC.29,576$1.54M1.17%-45013F-HRTimeline
My Legacy Advisors, LLC29,180$1.54M0.55%+10,79513F-HRTimeline
Claro Advisors Inc.29,413$1.53M0.25%+7,03213F-HRTimeline
Smith Anglin Financial, LLC27,664$1.44M0.13%-5,82813F-HRTimeline
Capital CS Group, LLC27,584$1.44M2.36%+5,52113F-HRTimeline
Avior Wealth Management, LLC27,516$1.43M0.05%-76713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC26,945$1.4M1.06%-8,10713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…26,876$1.4M0.15%new13F-HR/ATimelineGroup
FIRETHORN WEALTH PARTNERS, LLC26,740$1.39M0.6%+11,10613F-HRTimeline
PRIVATE TRUST CO NA26,276$1.37M0.13%+6,95213F-HRTimeline
Colonial River Investments, LLC25,968$1.37M0.59%+9,73313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,640$1.34M<0.01%+17,68413F-HRTimelineGroup
Merit Financial Group, LLC25,423$1.32M0.01%-1,41013F-HRTimeline
Avidian Wealth Enterprises, LLC25,256$1.32M0.05%+6,29513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.25,063$1.31M0.69%-6,45513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,889$1.3M0.03%+8,98513F-HRTimeline
BLAIR WILLIAM & CO/IL24,079$1.25M<0.01%-10613F-HRTimeline
RDA Financial Network23,752$1.24M0.33%+14,25913F-HRTimeline
Perigon Wealth Management, LLC23,553$1.23M0.03%-15,41713F-HRTimeline
MONECO ADVISORS, LLC23,411$1.22M0.11%-96213F-HRTimeline
Hershey Financial Advisers, LLC23,335$1.22M1.09%13F-HRTimeline
WealthPLAN Partners, LLC23,264$1.21M0.2%+7,52313F-HRTimeline
Lloyd Advisory Services, LLC.23,119$1.2M0.58%new13F-HRTimeline
Keystone Wealth Services, LLC22,953$1.2M0.29%+27113F-HRTimeline
Metis Global Partners, LLC22,838$1.19M0.03%+17,29613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22,335$1.16M0.01%+18813F-HRTimelineGroup
Lansing Street Advisors22,266$1.16M0.35%-78813F-HRTimeline
Sequoia Financial Advisors, LLC22,220$1.16M0.01%+3,44913F-HRTimeline
Strategic Blueprint, LLC21,914$1.14M0.06%+6,21513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC21,298$1.11M0.37%+10,66213F-HR/ATimeline
Cannon Advisors, Inc.21,245$1.11M0.89%-13,80413F-HRTimeline
Madrona Financial Services, LLC21,140$1.1M0.26%+3,92913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,700$1.08M0.04%-27313F-HRTimelineGroup
Hilltop National Bank20,650$1.08M0.28%13F-HRTimeline
WBH ADVISORY INC20,629$1.07M0.09%+3,98213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,608$1.07M0.07%+1,16413F-HRTimelineGroup
KG Capital Management20,396$1.06M0.31%-11113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC20,394$1.06M0.49%-3,90313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,000$1.04M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC19,180$1.03M0.02%+5,86913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,630$1.02M0.02%+1,10713F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC19,586$1.02M0.61%+6,94713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,578$1.02M<0.01%-1,27213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,554$1.02M0.03%+6,35413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19,548$1.02M1.25%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,783$1.01M1.15%013F-HRTimeline
Sequent Planning LLC19,133$997K0.32%+2,29513F-HRTimeline
BlueChip Wealth Advisors LLC19,095$995K0.44%-11,60913F-HRTimeline
Horizon Wealth Management, LLC19,055$993K0.17%+1,55413F-HRTimeline
Tradewinds, LLC.19,015$991K0.75%new13F-HRTimeline
Merkkuri Wealth Advisors LLC19,015$991K0.75%+9,95113F-HRTimeline
Davies Financial Advisors, Inc.18,920$986K0.77%013F-HRTimeline
Snider Financial Group18,689$974K0.28%+1,02913F-HRTimeline
NFSG Corp18,536$966K0.16%-5,17713F-HRTimeline
Beacon Pointe Advisors, LLC18,462$962K0.01%-2,06613F-HRTimeline
Milestones Private Investment Advisors …18,211$949K0.7%13F-HRTimeline
Foundations Investment Advisors, LLC18,087$942K0.01%-62,94113F-HRTimeline
Great Diamond Partners, LLC17,975$936K0.2%+25713F-HRTimeline
Clearview Wealth Advisors LLC17,493$911K0.63%+5,77913F-HRTimeline
Patriot Financial Group Insurance Agenc…17,185$895K0.1%+7,95513F-HRTimeline
Leslie Global Wealth, LLC16,761$873K0.47%+5,65113F-HRTimeline
Integrated Advisors Network LLC16,754$873K0.04%+5,85613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,582$864K0.07%-2,21713F-HRTimeline
Quantinno Capital Management LP16,562$863K<0.01%+1,49213F-HRTimeline
Signal Advisors Wealth, LLC16,355$852K0.07%+9,01013F-HRTimeline
Seneca House Advisors16,262$847K0.36%-79613F-HRTimeline
Royal Fund Management, LLC16,151$842K0.09%+6,66913F-HRTimeline
MATHER GROUP, LLC.16,120$840K0.01%+15,91913F-HRTimeline
Del-Sette Capital Management, LLC15,961$832K0.58%new13F-HRTimeline
IFP Advisors, Inc15,908$829K0.02%+2,48913F-HRTimeline
HRT FINANCIAL LP15,787$822K<0.01%+10,95013F-HRTimeline
NWAM LLC14,962$806K0.05%+4,59413F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15,447$805K0.1%new13F-HRTimeline
Vantage Point Financial LLC15,277$796K0.35%+5,06413F-HRTimeline
WealthTrak Capital Management LLC15,200$792K0.66%+6,97213F-HRTimeline
Cyndeo Wealth Partners, LLC15,103$787K0.05%+10413F-HRTimeline
LexAurum Advisors, LLC15,074$785K0.12%+2,36613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,069$785K0.07%new13F-HR/ATimeline
Gotham Asset Management, LLC15,056$784K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC13,896$724K0.05%+6,88613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,685$713K<0.01%-70,60213F-HRTimelineGroup
United Advisor Group, LLC13,528$705K0.12%+12313F-HRTimeline
Empower Advisory Group, LLC13,455$701K<0.01%+3413F-HRTimeline
North Star Investment Management Corp.13,455$701K0.05%-29813F-HRTimeline
Summit Asset Management, LLC13,090$682K0.11%-2513F-HRTimeline
Simplicity Wealth,LLC13,006$678K0.03%new13F-HRTimeline
Avant Capital LLC12,906$672K0.52%-39413F-HRTimeline
Trilogy Capital Inc.12,808$667K0.03%-63213F-HRTimeline
Joel Isaacson & Co., LLC12,626$658K0.03%+2013F-HRTimeline
FULLCIRCLE WEALTH LLC12,238$657K0.24%+4,43713F-HRTimeline
M Holdings Securities, Inc.12,619$656K0.11%new13F-HRTimeline
Beacon Financial Advisory LLC12,526$653K0.17%+4,33113F-HRTimeline
NWF Advisory Services Inc.12,443$648K0.08%+2,52913F-HRTimeline
Ausdal Financial Partners, Inc.12,433$648K0.04%+23813F-HRTimeline
Capital Wealth Alliance, LLC12,200$636K0.34%-1,21113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,700$610K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.11,689$609K0.05%+83613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,650$607K0.01%+3,37113F-HRTimelineGroup
Semmax Financial Advisors Inc.11,068$605K0.16%+3,83213F-HRTimeline
Key Client Fiduciary Advisors, LLC11,553$602K0.25%+9013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,482$598KnewTimeline
SteelPeak Wealth, LLC11,435$596K0.02%-71013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,383$593K0.04%+4,56813F-HRTimeline
Selective Wealth Management, Inc.11,172$587K0.21%013F-HRTimeline
Samalin Investment Counsel, LLC11,245$586K0.22%+6,62913F-HRTimeline
CHOREO, LLC11,225$585K0.01%+78313F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$578K0.06%013F-HRTimeline
Fortune 45 LLC11,081$577K0.33%+10413F-HRTimeline
VestGen Advisors, LLC11,056$576K0.02%-1913F-HRTimeline
FOCUS Wealth Advisors, LLC10,920$569K0.3%013F-HRTimeline
Kingsview Wealth Management, LLC10,830$564K0.01%-1,34013F-HRTimeline
OmniStar Financial Group, Inc.10,762$561K0.42%+10813F-HRTimeline
Freedom Investment Management, Inc.10,694$557K0.04%-22713F-HRTimeline
Baker Avenue Asset Management, LP10,693$557K0.02%+1,38213F-HRTimeline
IHT Wealth Management, LLC10,676$556K0.02%-3,90613F-HRTimeline
BEACON FINANCIAL GROUP10,666$556K0.06%+1,91513F-HRTimeline
Emergent Wealth Advisors, LLC10,665$556K0.35%+1,20713F-HRTimeline
Alteri Wealth LLC10,434$544K0.21%+1,74013F-HRTimeline
Aurora Private Wealth, Inc.10,423$543K0.4%-6,50713F-HRTimeline
Three Magnolias Financial Advisors, LLC10,400$542K0.38%-1,00013F-HRTimeline
MCDONALD PARTNERS LLC10,341$540K0.13%+98713F-HRTimeline
CoreCap Advisors, LLC10,273$535K0.02%+8,90113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,177$530K<0.01%+1,76913F-HRTimelineGroup
Catalina Capital Group, LLC10,161$529K0.36%+3,30213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,078$525K<0.01%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …10,056$524K0.06%-5513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,005$521K0.04%+6213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,850$513K<0.01%-97813F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…9,865$513K0.19%new13F-HRTimeline
Wedmont Private Capital9,641$506K0.02%+1,04413F-HRTimeline
Insight Advisors, LLC/ PA9,660$503K0.08%+61213F-HRTimeline
Balboa Wealth Partners9,660$503K0.1%+21013F-HRTimeline
Tempus Wealth Planning, LLC9,652$503K0.13%+4,74313F-HRTimeline
Qube Research & Technologies Ltd9,629$502K<0.01%+6,71713F-HRTimeline
B. Riley Wealth Advisors, Inc.9,629$502K0.02%-60913F-HRTimeline
SYNOVUS FINANCIAL CORP9,568$498K0.01%-1,00613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,568$498K0.03%-96113F-HRTimeline
Moloney Securities Asset Management, LLC9,512$496K0.06%+54113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,359$488K<0.01%-1,61513F-HR/ATimelineGroup
Smartleaf Asset Management LLC9,350$485K0.04%new13F-HRTimeline
OMNI 360 Wealth, Inc.9,242$482K0.3%new13F-HR/ATimeline
ELCO Management Co., LLC9,050$472K0.25%-5013F-HRTimeline
MN Wealth Advisors, LLC8,896$464K0.27%new13F-HRTimeline
Pinnacle Financial Partners Inc8,825$460K0.01%+30013F-HRTimeline
Founders Financial Alliance, LLC8,758$456K0.1%+31513F-HRTimeline
Waverly Advisors, LLC8,729$455K<0.01%+3,56213F-HRTimeline
KICKSTAND VENTURES, LLC.8,678$452K0.11%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,565$446K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC8,565$446K0.06%013F-HRTimeline
Empirical Asset Management, LLC8,507$443K0.14%+2,71913F-HRTimeline
Carr Financial Group Corp8,443$440K0.13%-23,66213F-HRTimeline
Darrow Company, Inc.8,436$440K0.22%013F-HRTimeline
SMITH, MOORE & CO.8,415$438K0.04%+6013F-HRTimeline
Mezzasalma Advisors, LLC8,411$438K0.13%013F-HRTimeline
Global Financial Private Client, LLC8,221$428K0.16%+4113F-HRTimeline
Maridea Wealth Management LLC8,164$425K0.11%+2,98113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,161$425K0.01%+2,72313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,148$424K0.21%new13F-HRTimeline
Cornerstone Wealth Group, LLC8,130$424K0.03%013F-HRTimeline
MSH Capital Advisors LLC8,117$423K0.12%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,100$422K0.01%new13F-HRTimeline
Retireful, LLC8,079$421K0.29%-1,44113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,020$418K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.7,994$416K0.07%+32413F-HRTimeline
Magnus Financial Group LLC7,649$399K0.04%+3,05313F-HRTimeline
Smith Salley Wealth Management7,555$394K0.02%+21513F-HRTimeline
Garden State Investment Advisory Servic…7,484$390K0.11%-40413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,401$386K<0.01%-54,47213F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,351$383K<0.01%+97113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,339$382K0.02%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC7,331$382K0.1%new13F-HRTimeline
BRIGHTON JONES LLC7,237$377K0.01%+5113F-HRTimeline
Valley Brook Capital Group, Inc.7,200$375K0.28%+62513F-HRTimeline
Spectrum Planning & Advisory Services I…7,189$375K0.24%-5,71813F-HRTimeline
Investors Research Corp7,087$369K0.07%+2,50713F-HRTimeline
Cooper Financial Group6,973$363K0.04%-5,20113F-HRTimeline
Resurgent Financial Advisors LLC6,972$363K0.2%+2,17513F-HRTimeline
Game Plan Financial Advisors, LLC6,965$363K0.16%-1,62513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,863$358K0.06%013F-HRTimeline
Pacific Sun Financial Corp6,839$356K0.19%+21513F-HRTimeline
Total Clarity Wealth Management, Inc.6,743$351K0.1%-1,13213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,743$351K0.14%013F-HRTimeline
Runnymede Capital Advisors, Inc.6,504$339K0.31%-39513F-HRTimeline
Rollins Financial Advisors, LLC6,487$338K0.05%-2,98513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,438$335K0.04%+5713F-HRTimelineGroup
UPTICK PARTNERS, LLC6,339$330K0.09%-11413F-HRTimeline
Bank of New Hampshire6,320$329K0.08%013F-HRTimeline
Future Financial Wealth Managment LLC6,303$328K0.22%new13F-HRTimeline
Fiduciary Alliance LLC6,200$323K0.02%+1,44313F-HRTimeline