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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

639 managers (646 13F filers) reported a position in XLG shares at 2025-12-31, 102,636,131 shares in all. 77 filers opened a position and 34 filers sold out during the quarter.

Managers
639
13F filers
646
New
77
Added
263
Reduced
163
Sold out
34
Shares held by filers
102,636,131

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMERICA BANK48,415$2.87M0.01%+5,45713F-HRTimeline
Patriot Financial Group Insurance Agenc…46,458$2.75M0.33%+7,76313F-HRTimeline
Avidian Wealth Enterprises, LLC45,265$2.68M0.1%-8,19613F-HRTimeline
Milestone Asset Management Group, LLC44,961$2.67M1.5%-75213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…44,322$2.63M1.59%+10113F-HRTimelineGroup
Signal Advisors Wealth, LLC44,074$2.61M0.21%+16,94913F-HRTimeline
LWM Advisory Services, LLC42,215$2.5M1.47%-56313F-HRTimeline
Pioneer Family Office, LLC41,600$2.47M1.67%13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC41,332$2.44M2.12%13F-HRTimeline
WealthPlan Investment Management, LLC40,953$2.43M0.15%+2,38513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,577$2.41M<0.01%+3,49413F-HRTimeline
SAPIENT CAPITAL LLC40,183$2.39M0.03%-3,71713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC40,117$2.38M0.86%+13,29513F-HRTimeline
McAdam, LLC39,947$2.37M0.11%-1,66013F-HRTimeline
Strategic Blueprint, LLC39,944$2.37M0.14%+14,13613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC39,925$2.37M0.16%+3,57813F-HR/ATimeline
Balance Wealth Partners LLC39,453$2.34M0.75%+5413F-HRTimeline
Clearview Wealth Advisors LLC38,554$2.29M1.45%+18,43313F-HRTimeline
Walker Asset Management, LLC38,403$2.28M1.22%-21413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.38,230$2.27M<0.01%+5,22413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC38,200$2.26M<0.01%-90,70013F-HRTimeline
Orion Porfolio Solutions, LLC38,143$2.26M0.02%-2,23413F-HRTimeline
Merkkuri Wealth Advisors LLC37,909$2.25M1.53%-1,65113F-HRTimeline
Compass Ion Advisors, LLC37,208$2.21M0.21%+3,48513F-HRTimeline
SUTTON PLACE INVESTORS LLC36,928$2.19M1.2%-55513F-HRTimeline
Archer Investment Management, LLC36,513$2.16M1.16%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.36,346$2.15M0.04%+2,03513F-HRTimeline
Wealthspire Retirement, LLC36,094$2.14M0.13%-89113F-HRTimeline
PCG Wealth Advisors, LLC35,983$2.13M0.6%+7,26713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD35,868$2.13M0.31%13F-HRTimeline
Sound Income Strategies, LLC35,753$2.1M0.1%+34,91513F-HRTimeline
OMNI 360 Wealth, Inc.35,510$2.09M1.07%+20,62913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management35,256$2.09M0.02%+2,34213F-HRTimelineGroup
GREENLEAF TRUST35,220$2.09M0.02%013F-HRTimeline
LANARK FINANCIAL, INC.34,700$2.06M0.15%+37513F-HRTimeline
Quantinno Capital Management LP34,655$2.05M<0.01%+7,85113F-HRTimeline
NTV Asset Management LLC33,784$2M0.21%-37413F-HRTimeline
Goodwin Investment Advisory33,660$2M2.19%013F-HRTimeline
Diversified Enterprises, LLC33,492$1.99M0.12%+18013F-HRTimeline
RDA Financial Network33,322$1.98M0.48%-3,42013F-HRTimeline
XY Planning Network, Inc.33,263$1.97M0.34%new13F-HRTimeline
CoreCap Advisors, LLC32,978$1.95M0.07%+16,30913F-HRTimeline
Aptus Capital Advisors, LLC32,150$1.91M0.02%+21213F-HRTimeline
Ethos Capital Management, Inc.32,136$1.91M1.79%13F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC32,108$1.9M5.77%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,134$1.85M0.39%new13F-HRTimeline
Colonial River Investments, LLC31,104$1.84M0.66%+99913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,893$1.83M0.1%-3,15913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,836$1.83M0.03%+85613F-HR/ATimeline
RM Financial Services, LLC30,425$1.8M1.6%13F-HRTimeline
PRIVATE TRUST CO NA30,214$1.79M0.16%+1,25713F-HRTimeline
CALTON & ASSOCIATES, INC.29,845$1.77M0.26%+18,86513F-HRTimeline
Vantage Point Financial LLC29,577$1.75M0.63%-80413F-HRTimeline
Capital CS Group, LLC29,233$1.73M2.75%+64913F-HRTimeline
Creative Planningin group Creative Planning29,154$1.73M<0.01%-4,32113F-HRTimelineGroup
Advisory Services Network, LLC29,120$1.73M0.02%-49013F-HRTimeline
Cassilly Financial Group LLC29,011$1.72M1.52%13F-HRTimeline
Claro Advisors Inc.28,940$1.72M0.23%+4,17013F-HRTimeline
Cannon Advisors, Inc.27,538$1.62M1.15%-2,29113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.26,934$1.6M0.77%+2,29013F-HRTimeline
VestGen Advisors, LLC26,797$1.59M0.07%+9,34513F-HRTimeline
FWG Investments, LLC.26,330$1.56M0.99%-62813F-HRTimeline
TUDOR INVESTMENT CORP ET AL26,031$1.54M0.01%-154,72113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,800$1.53M<0.01%new13F-HR/ATimelineGroup
Avior Wealth Management, LLC25,886$1.53M0.05%-99113F-HRTimeline
Beacon Financial Advisory LLC25,713$1.52M0.35%+1,60213F-HRTimeline
MOLLER WEALTH PARTNERS25,450$1.51M0.32%-10,86213F-HRTimeline
Foundations Investment Advisors, LLC25,357$1.5M0.02%-6,53113F-HRTimeline
KICKSTAND VENTURES, LLC.24,917$1.48M0.31%+5,91313F-HRTimeline
Catalina Capital Group, LLC24,709$1.46M0.9%+7,61013F-HRTimeline
Allworth Financial LP24,589$1.46M0.01%+20,50213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …24,502$1.45M0.01%13F-HR/ATimelineGroup
Merit Financial Group, LLC24,431$1.45M0.01%+11913F-HRTimeline
RFG Advisory, LLC24,182$1.43M0.03%+1,84213F-HRTimeline
Optivise Advisory Services LLC23,858$1.41M0.82%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,822$1.41M0.09%+12,52013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC23,275$1.38M0.94%-2,98513F-HRTimeline
MONECO ADVISORS, LLC23,264$1.38M0.11%-713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,261$1.38M0.08%+1,32313F-HRTimelineGroup
Sequoia Financial Advisors, LLC23,191$1.37M0.01%+20313F-HRTimeline
Perigon Wealth Management, LLC22,874$1.36M0.02%+2013F-HRTimeline
Sequent Planning LLC22,819$1.35M0.34%+2,08813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,541$1.34M0.04%+50113F-HRTimelineGroup
Hardworking Capital Advisors, LLC22,102$1.31M1.19%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,967$1.3M0.01%-87413F-HRTimelineGroup
Beacon Pointe Advisors, LLC21,955$1.3M0.01%-39213F-HRTimeline
RiverTree Advisors, LLC21,809$1.29M0.82%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC21,784$1.29M0.35%-2,02013F-HRTimeline
BLAIR WILLIAM & CO/IL21,624$1.28M<0.01%+14513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,604$1.28M0.03%+2,00913F-HRTimelineGroup
Integrated Advisors Network LLC21,530$1.28M0.06%+1,50013F-HRTimeline
Investor's Fiduciary Advisor Network, L…21,296$1.26M0.27%+95813F-HRTimeline
Lansing Street Advisors21,154$1.25M0.32%-96313F-HRTimeline
Snider Financial Group21,029$1.25M0.33%+1,93413F-HRTimeline
Keystone Wealth Services, LLC20,819$1.23M0.26%-57813F-HRTimeline
Smartleaf Asset Management LLC20,530$1.22M0.05%+1,44813F-HRTimeline
Hilltop National Bank20,650$1.22M0.3%013F-HRTimeline
WBH ADVISORY INC20,624$1.22M0.09%-1513F-HRTimeline
Milestones Private Investment Advisors …20,533$1.22M0.84%+88913F-HRTimeline
Tempus Wealth Planning, LLC20,506$1.22M0.28%+3,31113F-HRTimeline
Madrona Financial Services, LLC20,381$1.21M0.26%013F-HRTimeline
Total Clarity Wealth Management, Inc.20,326$1.2M0.29%+13,11213F-HRTimeline
KG Capital Management19,883$1.18M0.3%+43813F-HRTimeline
Capital Advisors, Ltd. LLC19,880$1.18M0.13%new13F-HRTimeline
Belpointe Asset Management LLC19,746$1.17M0.04%-61813F-HRTimeline
Capital Wealth Alliance, LLC19,510$1.15M0.49%+74513F-HRTimeline
Baring Financial LLC19,323$1.15M0.7%new13F-HRTimeline
Horizon Wealth Management, LLC19,032$1.13M0.18%+18013F-HRTimeline
NFSG Corp18,787$1.11M0.17%+93313F-HRTimeline
MN Wealth Advisors, LLC18,711$1.11M0.56%+1,13813F-HRTimeline
Emergent Wealth Advisors, LLC18,367$1.09M0.61%+5,40213F-HRTimeline
Great Diamond Partners, LLC18,199$1.08M0.21%+17513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,094$1.07M0.06%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,890$1.06M<0.01%+5,54513F-HRTimelineGroup
Fulcrum Equity Management17,832$1.06M1.01%+3,96413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,425$1.03M0.03%+4,06213F-HRTimelineGroup
Davies Financial Advisors, Inc.16,940$1M1.86%-1,72013F-HRTimeline
Kingsview Wealth Management, LLC16,900$1M0.01%+6,36813F-HRTimeline
MSH Capital Advisors LLC16,899$1M0.21%+1,80213F-HRTimeline
Engineers Gate Manager LP16,646$987K0.01%new13F-HRTimeline
Seneca House Advisors16,592$984K0.37%+11513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.16,567$982K0.81%-1,41913F-HRTimeline
MATHER GROUP, LLC.16,120$956K0.01%013F-HRTimeline
Leslie Global Wealth, LLC15,701$931K0.42%+4,69213F-HRTimeline
Del-Sette Capital Management, LLC15,696$930K0.57%-37513F-HRTimeline
Simplicity Wealth,LLC15,663$929K0.06%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,596$925K0.43%-55113F-HRTimeline
BEACON FINANCIAL GROUP15,558$922K0.09%+61613F-HRTimeline
NWAM LLC15,273$901K0.05%-16,68913F-HRTimeline
IFP Advisors, Inc15,165$899K0.02%-93313F-HRTimeline
Cyndeo Wealth Partners, LLC15,142$898K0.05%-6513F-HRTimeline
Fortis Capital Advisors, LLC15,141$898K0.13%+4013F-HRTimeline
Ausdal Financial Partners, Inc.15,136$897K0.04%-4,84513F-HRTimeline
Parkway Wealth Management Group, LLC14,650$868K0.12%13F-HRTimeline
Goldstone Financial Group, LLC14,581$864K0.1%new13F-HRTimeline
Kathmere Capital Management, LLC14,463$857K0.06%new13F-HRTimeline
EVOKE WEALTH, LLC14,342$850K0.02%+10,36213F-HRTimeline
Resurgent Financial Advisors LLC14,144$838K0.42%+1,10613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,104$836K<0.01%+44113F-HR/ATimelineGroup
Avant Capital LLC14,042$832K0.57%+54213F-HRTimeline
Retireful, LLC13,650$814K1.02%new13F-HRTimeline
North Star Investment Management Corp.13,458$798K0.05%+213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …13,362$792K<0.01%-79613F-HRTimelineGroup
WCG Wealth Advisors LLC13,196$782K0.02%new13F-HRTimeline
United Advisor Group, LLC13,166$780K0.1%-20113F-HRTimeline
Marks Group Wealth Management, Inc13,099$777K0.07%new13F-HRTimeline
Summit Asset Management, LLC13,090$776K0.11%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,961$768K-1,433Timeline
Alteri Wealth LLC12,741$755K0.24%+68213F-HRTimeline
Joel Isaacson & Co., LLC12,658$750K0.02%+1613F-HRTimeline
Independent Advisor Alliance12,647$750K0.02%+9,00713F-HRTimeline
Magnus Financial Group LLC12,534$743K0.06%+76013F-HRTimeline
Arax Advisory Partners12,518$742K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,453$738K<0.01%-17,33913F-HRTimelineGroup
NWF Advisory Services Inc.12,451$738K0.08%+413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,431$737K0.01%-15613F-HRTimeline
First Heartland Consultants, Inc.12,425$737K0.06%+60513F-HRTimeline
Coastline Trust Co12,406$735K0.07%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essex Financial Services, Inc.group of 2 filers holding12,171$721K+689Timeline
Key Client Fiduciary Advisors, LLC12,046$714K0.25%-21013F-HRTimeline
BETO FINANCIAL GROUP, LLC12,021$713K0.48%13F-HRTimeline
Baker Avenue Asset Management, LP11,755$697K0.02%+55113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,718$695K<0.01%-2,84313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,680$693K0.01%+1813F-HRTimelineGroup
Samalin Investment Counsel, LLC11,568$686K0.24%+23313F-HRTimeline
Fortune 45 LLC11,594$685K0.33%+20713F-HRTimeline
Caliber Wealth Management, LLC / KS11,536$684K0.07%-4913F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,474$680K0.02%new13F-HRTimeline
Sharkey, Howes & Javer11,431$678K0.09%+4,72713F-HRTimeline
CHOREO, LLC11,326$675K0.01%+613F-HRTimeline
Empirical Asset Management, LLC11,238$666K0.19%-2,11613F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$657K0.06%013F-HRTimeline
Cooper Financial Group10,999$652K0.07%+3,22913F-HRTimeline
Cypress Wealth Services, LLC10,970$650K0.09%new13F-HRTimeline
Insight Advisors, LLC/ PA10,950$649K0.1%+25113F-HRTimeline
Arsenal Capital Advisors LLC10,943$649K0.46%13F-HRTimeline
FOCUS Wealth Advisors, LLC10,920$647K0.3%013F-HRTimeline
Selective Wealth Management, Inc.10,809$637K0.2%-36313F-HRTimeline
GatePass Capital, LLC10,692$634K0.33%+6,61013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,628$630K0.66%013F-HRTimeline
Maridea Wealth Management LLC10,606$629K0.09%-7113F-HRTimeline
Spectrum Planning & Advisory Services I…10,264$608K0.31%+43813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.10,261$608K0.01%+5,84213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD10,228$606K0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC10,203$605K0.01%-3,82813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,202$605K<0.01%new13F-HRTimelineGroup
Wilkerson Advisory Group LLC10,095$598K0.21%13F-HRTimeline
Global Strategic Investment Solutions, …10,073$597K0.06%+1413F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC10,000$593K0.03%013F-HRTimeline
Three Magnolias Financial Advisors, LLC9,950$590K0.37%+25013F-HRTimeline
Trilogy Capital Inc.9,868$585K0.03%-1,40613F-HRTimeline
Hershey Financial Advisers, LLC9,845$584K0.49%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY9,782$580K0.4%+51013F-HRTimeline
ELCO Management Co., LLC9,750$578K0.36%013F-HRTimeline
Founders Financial Alliance, LLC9,747$578K0.11%+63013F-HRTimeline
Balboa Wealth Partners9,687$574K0.09%-12513F-HRTimeline
Wedmont Private Capital9,641$573K0.02%013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,662$573K0.2%+11313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,600$571K<0.01%+2,00013F-HRTimelineGroup
Cadent Capital Advisors, LLC9,448$560K0.15%+39213F-HRTimeline