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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

559 managers (567 13F filers) reported a position in XLG shares at 2026-03-31, 78,633,407 shares in all. 46 filers opened a position and 121 filers sold out during the quarter.

Managers
559
13F filers
567
New
46
Added
160
Reduced
254
Sold out
121
Shares held by filers
78,633,407

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ethos Capital Management, Inc.25,473$1.39M1.19%-6,66313F-HRTimeline
Aptus Capital Advisors, LLC25,290$1.38M0.01%-6,86013F-HRTimeline
Avior Wealth Management, LLC24,912$1.35M0.04%-97413F-HRTimeline
OMNI 360 Wealth, Inc.24,504$1.34M0.69%-11,00613F-HRTimeline
Cambria Investment Management, L.P.24,146$1.32M0.07%-27,96613F-HRTimeline
Empowered Funds, LLC24,146$1.32M0.01%-27,96613F-HR/ATimeline
Merit Financial Group, LLC23,817$1.3M0.01%-61413F-HRTimeline
Allworth Financial LP23,789$1.3M0.01%-80013F-HRTimeline
Perigon Wealth Management, LLC23,561$1.29M0.02%+68713F-HRTimeline
AE Wealth Management LLC23,262$1.27M0.01%-230,34413F-HRTimeline
Keystone Wealth Services, LLC22,848$1.25M0.27%+2,02913F-HRTimeline
Beacon Pointe Advisors, LLC22,817$1.24M0.01%+86213F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.22,813$1.24M0.64%-4,12113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,789$1.24M0.11%-47213F-HRTimelineGroup
Foundations Investment Advisors, LLC22,717$1.24M0.02%-2,64013F-HRTimeline
MONECO ADVISORS, LLC22,675$1.24M0.1%-58913F-HRTimeline
Sequent Planning LLC22,199$1.21M0.29%-62013F-HRTimeline
FWG Investments, LLC.22,195$1.21M0.77%-4,13513F-HRTimeline
MOLLER WEALTH PARTNERS22,071$1.2M0.24%-3,37913F-HRTimeline
Hardworking Capital Advisors, LLC21,878$1.19M1.12%-22413F-HRTimeline
Sequoia Financial Advisors, LLC21,841$1.19M0.01%-1,35013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …21,640$1.18M0.01%-2,86213F-HRTimelineGroup
Snider Financial Group21,042$1.15M0.35%+1313F-HRTimeline
BLAIR WILLIAM & CO/IL21,019$1.15M<0.01%-60513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,865$1.14M0.04%-1,67613F-HRTimelineGroup
LexAurum Advisors, LLC20,766$1.13M0.15%13F-HRTimeline
WBH ADVISORY INC20,581$1.13M0.08%-4313F-HRTimeline
Hilltop National Bank20,650$1.13M0.27%013F-HRTimeline
Baring Financial LLC20,415$1.11M0.68%+1,09213F-HRTimeline
Horizon Wealth Management, LLC20,229$1.1M0.16%+1,19713F-HRTimeline
Quantbot Technologies LP20,208$1.1M0.05%new13F-HRTimeline
Advisory Services Network, LLC19,691$1.07M0.01%-9,42913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,677$1.07M0.02%-1,92713F-HRTimelineGroup
Mayflower Financial Advisors, LLC19,225$1.05M0.13%-138,76813F-HRTimeline
Madrona Financial Services, LLC19,175$1.05M0.23%-1,20613F-HRTimeline
NFSG Corp18,825$1.03M0.17%+3813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC18,540$1.01M0.27%new13F-HRTimeline
Orion Porfolio Solutions, LLC18,043$984K0.01%-20,10013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,821$972K<0.01%-20,40913F-HRTimelineGroup
KG Capital Management17,505$955K0.68%-2,37813F-HRTimeline
Quantinno Capital Management LP17,384$948K<0.01%-17,27113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD17,218$939K0.01%+6,99013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.16,984$926K0.01%-19,36213F-HRTimeline
Kingsview Wealth Management, LLC16,911$923K0.01%+1113F-HRTimeline
Seneca House Advisors16,609$906K0.36%+1713F-HRTimeline
IFP Advisors, Inc16,586$905K0.02%+1,42113F-HRTimeline
Integrated Advisors Network LLC16,407$895K0.05%-5,12313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.16,350$892K0.65%-21713F-HRTimeline
MATHER GROUP, LLC.16,120$879K0.01%013F-HRTimeline
Vertex Planning Partners, LLC15,974$871K0.17%-155,51713F-HRTimeline
Tempus Wealth Planning, LLC15,746$859K0.2%-4,76013F-HRTimeline
Del-Sette Capital Management, LLC15,129$825K0.49%-56713F-HRTimeline
Advocacy Wealth Management, LLC14,898$813K0.04%-1,137,51013F-HRTimeline
Cyndeo Wealth Partners, LLC14,797$807K0.04%-34513F-HRTimeline
Total Clarity Wealth Management, Inc.14,597$796K0.19%-5,72913F-HRTimeline
Kathmere Capital Management, LLC14,463$789K0.05%013F-HRTimeline
United Advisor Group, LLC14,338$782K0.1%+1,17213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,210$775K0.02%+3,94913F-HRTimelineGroup
Retireful, LLC13,427$744K1.05%-22313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,594$742K0.18%-8,19013F-HRTimeline
North Star Investment Management Corp.13,460$734K0.04%+213F-HRTimeline
Key Client Fiduciary Advisors, LLC13,344$728K0.25%+1,29813F-HRTimeline
Avant Capital LLC13,341$728K0.51%-70113F-HRTimeline
WCG Wealth Advisors LLC13,127$716K0.02%-6913F-HRTimeline
Summit Asset Management, LLC13,090$714K0.1%013F-HRTimeline
Arsenal Capital Advisors LLC13,042$711K0.52%+2,09913F-HRTimeline
Great Diamond Partners, LLC12,697$693K0.13%-5,50213F-HRTimeline
Joel Isaacson & Co., LLC12,676$691K0.02%+1813F-HRTimeline
Keystone Financial Group12,656$691K0.05%-274,43813F-HRTimeline
LWM Advisory Services, LLC12,647$690K0.74%-29,56813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,496$682K0.01%+6513F-HRTimeline
NWF Advisory Services Inc.12,361$674K0.08%-9013F-HRTimeline
Briggs Wealth Management, Inc12,282$670K0.71%+6,14813F-HRTimeline
Latitude Advisors, LLC12,185$665K0.3%+4,19913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,172$664K+1Timeline
McNaughton Wealth Management, LLC11,992$654K0.27%-154,93613F-HRTimeline
Samalin Investment Counsel, LLC11,615$634K0.22%+4713F-HRTimeline
Cooper Financial Group11,614$634K0.06%+61513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,524$629K0.01%-15613F-HRTimelineGroup
Baker Avenue Asset Management, LP11,495$627K0.01%-26013F-HRTimeline
Selective Wealth Management, Inc.10,309$624K0.19%-50013F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,415$623K0.02%-84,48313F-HRTimeline
Insight Advisors, LLC/ PA11,348$619K0.12%+39813F-HRTimeline
First Heartland Consultants, Inc.11,346$619K0.05%-1,07913F-HRTimeline
CHOREO, LLC11,332$618K0.01%+613F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$605K0.06%013F-HR/ATimeline
Fortune 45 LLC11,003$600K0.29%-59113F-HRTimeline
FOCUS Wealth Advisors, LLC10,920$596K0.29%013F-HRTimeline
Cypress Wealth Services, LLC10,862$593K0.08%-10813F-HRTimeline
SMITH, MOORE & CO.10,820$590K0.04%+1,55513F-HRTimeline
Valley Brook Capital Group, Inc.10,728$585K0.39%+2,91313F-HRTimeline
Investors Research Corp10,698$584K0.11%+1,39813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,628$580K0.6%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,105$551K<0.01%+74613F-HRTimelineGroup
Wilkerson Advisory Group LLC10,095$551K0.19%013F-HRTimeline
Global Strategic Investment Solutions, …10,091$550K0.05%+1813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,060$549K0.04%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…9,960$544K0.13%+1,46213F-HRTimeline
Wedmont Private Capital9,641$544K0.02%013F-HRTimeline
Three Magnolias Financial Advisors, LLC9,950$543K0.35%013F-HRTimeline
Leslie Global Wealth, LLC9,927$542K0.29%-5,77413F-HRTimeline
Founders Financial Alliance, LLC9,917$541K0.1%+17013F-HRTimeline
Trilogy Capital Inc.9,875$539K0.02%+713F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY9,799$535K0.34%+1713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,740$531K0.04%+85013F-HRTimeline
Cadent Capital Advisors, LLC9,697$529K0.14%+24913F-HRTimeline
Balboa Wealth Partners9,687$528K0.09%013F-HRTimeline
Patriot Financial Group Insurance Agenc…9,686$528K0.03%-36,77213F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,662$527K0.19%013F-HRTimeline
Rollins Financial Advisors, LLC9,657$527K0.08%+41013F-HRTimeline
ELCO Management Co., LLC9,650$526K0.25%-10013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,648$526K0.01%-25,60813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,600$526K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC9,555$521K<0.01%-46,47513F-HRTimeline
Maridea Wealth Management LLC9,524$520K0.08%-1,08213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,262$505K0.32%-14,01313F-HRTimeline
Beacon Financial Advisory LLC9,253$505K0.11%-16,46013F-HRTimeline
Spectrum Planning & Advisory Services I…9,239$504K0.25%-1,02513F-HRTimeline
ARWA LLC8,752$497K0.25%+3,51713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,786$479K0.03%+7113F-HRTimeline
RDA Financial Network8,750$477K0.12%-24,57213F-HRTimeline
Ausdal Financial Partners, Inc.8,740$477K0.02%-6,39613F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,565$467K0.01%-34913F-HRTimeline
MainStreet Investment Advisors LLC8,565$467K0.07%013F-HRTimeline
SeaCrest Wealth Management, LLC8,529$465K0.05%+4,84713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,447$461K0.03%-42,50013F-HRTimeline
Darrow Company, Inc.8,436$460K0.21%013F-HRTimeline
Mezzasalma Advisors, LLC8,411$459K0.12%013F-HRTimeline
Coastline Trust Co8,406$459K0.05%-4,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospera Financial Services Inc8,301$453K0.01%-40213F-HRTimeline
Global Financial Private Client, LLC8,284$452K0.15%+613F-HRTimeline
Triad Wealth Partners, LLC8,155$445K0.04%+2,42313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,100$442K<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC8,020$437K0.01%013F-HRTimeline
DAVENPORT & Co LLC7,996$436K<0.01%+74113F-HRTimeline
Ascent Wealth Partners, LLC7,837$428K0.05%new13F-HRTimeline
Smith Salley Wealth Management7,793$425K0.02%+1413F-HRTimeline
IHT Wealth Management, LLC7,702$420K0.01%-2,50113F-HRTimeline
One Wealth Advisors, LLC7,582$414K0.05%-336,05013F-HRTimeline
Arax Advisory Partners7,575$413K0.01%-4,94313F-HRTimeline
GTS SECURITIES LLC7,524$410K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,410$410K<0.01%-69413F-HRTimelineGroup
KICKSTAND VENTURES, LLC.7,508$410K0.09%-17,40913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,433$405K0.02%-16,38913F-HRTimeline
Liberty Atlantic Advisors LLC7,283$397K0.34%-65413F-HRTimeline
Carr Financial Group Corp7,103$387K0.1%-47013F-HRTimeline
Novak & Powell Financial Services, Inc.7,056$385K0.21%+1,68413F-HRTimeline
Capital Wealth Alliance, LLC6,922$378K0.17%-12,58813F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,863$374K0.05%013F-HRTimeline
Emergent Wealth Advisors, LLC6,729$367K0.22%-11,63813F-HRTimeline
Redhawk Wealth Advisors, Inc.6,706$366K0.04%-13513F-HRTimeline
Main Street Financial Solutions, LLC6,685$365K0.03%-4113F-HRTimeline
Daviman Financial, LLC6,576$359K0.21%-140,79113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,567$358K0.01%-10,85813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC6,557$358K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.6,504$355K0.3%new13F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.6,500$355K0.34%013F-HRTimeline
BEACON FINANCIAL GROUP6,498$354K0.04%-9,06013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,476$353K0.01%+2,62813F-HR/ATimelineGroup
BRIGHTON JONES LLC6,472$353K0.01%new13F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,430$351K0.04%-2013F-HRTimelineGroup
WESTCO ADVISORY SERVICES INC /ADV6,423$350K0.23%-10013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,392$349K<0.01%-6,97013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,351$346K<0.01%-6,10213F-HRTimelineGroup
Alchemi Wealth, LLC6,335$346K0.19%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,254$341K0.13%-50,63313F-HRTimeline
Traynor Capital Management, Inc.6,429$340K0.02%-7713F-HRTimeline
MSH Capital Advisors LLC6,213$339K0.07%-10,68613F-HRTimeline
Parcion Private Wealth LLC6,188$338K0.02%013F-HRTimeline
DRW Securities, LLC6,150$335K0.02%013F-HRTimeline
Soltis Investment Advisors LLC6,120$334K0.02%+36613F-HRTimeline
Americana Partners, LLC6,101$333K0.01%+14713F-HRTimeline
WealthTrak Capital Management LLC6,031$329K0.23%-55,59513F-HRTimeline
IMC-Chicago, LLC6,001$327K<0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,931$324K<0.01%013F-HRTimelineGroup
UPTICK PARTNERS, LLC5,910$322K0.06%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,892$321K0.02%-34,03313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,825$318K0.01%+213F-HRTimeline
Well Done, LLC5,712$312K0.05%013F-HRTimeline
Future Financial Wealth Managment LLC5,224$310K0.2%+64813F-HRTimeline
Mesirow Financial Investment Management…5,670$309K0.01%new13F-HRTimeline
Centurion Wealth Management LLC5,540$302K0.07%+8013F-HRTimeline
Somerset Group LLC5,000$301K0.22%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,495$300K0.1%-34,62213F-HRTimeline
GUIDANCE CAPITAL, INC4,875$299K0.07%013F-HRTimeline
Advisory Alpha, LLC5,478$299K0.01%-1,01513F-HRTimeline
Bank of New Hampshire5,470$298K0.07%-85013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,443$297K<0.01%-105,70513F-HRTimelineGroup
Goepper Burkhardt LLC5,420$296K0.1%new13F-HRTimeline
Embree Financial Group5,406$295K0.03%013F-HRTimeline
Missouri Trust & Investment Co5,391$294K0.09%+1,34113F-HRTimeline
A4 Wealth Advisors LLC5,336$291K0.24%new13F-HRTimeline
Impact Partnership Wealth, LLC5,264$287K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC5,236$286K0.09%+2113F-HRTimeline
GoalVest Advisory LLC5,230$285K0.06%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$285K0.17%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,170$282K<0.01%013F-HRTimelineGroup
Stewardship Advisors, LLC5,094$278K0.06%+75613F-HRTimeline
WADDELL & ASSOCIATES, LLC5,085$277K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,080$277K0.01%-65013F-HRTimelineGroup