Skip to content
Disclosery

XLG INVESCO EXCHANGE TRADED FD T

Follow

ETF (fund)

576 managers (584 13F filers) reported a position in XLG shares at 2026-06-30, 83,099,938 shares in all. 64 filers opened a position and 48 filers sold out during the quarter.

Managers
576
13F filers
584
New
64
Added
184
Reduced
222
Sold out
48
Shares held by filers
83,099,938

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BlueChip Wealth Advisors LLC5,021$307K0.12%013F-HRTimeline
Missouri Trust & Investment Co5,050$307K0.08%-34113F-HRTimeline
Wealth Architects, LLC4,980$305K0.02%013F-HRTimeline
XY Planning Network, Inc.4,931$302K0.04%new13F-HRTimeline
Bank of New Hampshire4,900$300K0.06%-57013F-HRTimeline
GUIDANCE CAPITAL, INC4,875$300K0.06%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,443$297K<0.01%013F-HRTimelineGroup
Kelman-Lazarov, Inc.4,825$295K0.04%+213F-HRTimeline
Stewardship Advisors, LLC4,631$284K0.06%-46313F-HRTimeline
Medallion Wealth Advisors, LLC4,591$281K0.09%-64513F-HRTimeline
Professional Financial Advisors, LLC4,572$280K0.05%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,563$279K<0.01%+37113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,534$278K<0.01%-39013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,499$275K<0.01%new13F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC4,483$274K0.04%+16613F-HRTimeline
Fiduciary Alliance LLC4,308$264K0.02%-29813F-HRTimeline
Patriot Financial Group Insurance Agenc…4,293$263K0.03%-5,39313F-HRTimeline
Game Plan Financial Advisors, LLC4,265$261K0.1%013F-HRTimeline
Oath Planning, LLC4,255$261K0.19%+913F-HRTimeline
Future Financial Wealth Managment LLC4,307$259K0.16%-91713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…4,215$258K0.07%-79013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,193$257K0.01%-88713F-HRTimelineGroup
Burns Matteson Capital Management, LLC4,170$255K0.08%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,115$252K0.04%-42213F-HRTimeline
Pacific Sun Financial Corp4,077$250K0.1%013F-HRTimeline
Prairie Wealth Advisors, Inc.0$249K0.06%013F-HRTimelineAmount filed as zero, left out of ratios.
Strategic Financial Concepts, LLC3,981$247K0.07%new13F-HRTimeline
Clarus Group, Inc.4,000$245K0.08%013F-HRTimeline
NorthRock Partners, LLC3,995$245K<0.01%-8913F-HRTimeline
VIAWEALTH, LLC3,981$244K0.12%+2213F-HRTimeline
MSH Capital Advisors LLC3,944$241K0.04%-2,26913F-HRTimeline
Granite Harbor Advisors, Inc.3,870$237K0.09%+813F-HRTimeline
MATAURO, LLC3,846$235K0.03%+813F-HRTimeline
Steffes Financial, Ltd.3,825$234K0.1%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,803$233K0.08%-2,45113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,792$232K-38Timeline
Centric Wealth Management3,780$231K0.04%013F-HRTimeline
Perennial Investment Advisors, LLC3,757$230K0.02%013F-HRTimeline
Redwood Financial Network Corp3,755$230K0.13%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,634$230K0.07%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,735$229K0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC3,733$229K<0.01%+713F-HRTimeline
POM Investment Strategies, LLC3,730$228K0.26%-37413F-HRTimeline
Avidian Wealth Enterprises, LLC3,727$228K0.01%-513F-HRTimeline
B. Riley Wealth Advisors, Inc.3,769$228K0.01%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC3,722$228K0.12%-84,95813F-HRTimeline
William Mack & Associates, Inc.3,706$227K0.08%new13F-HRTimeline
Werba Rubin Papier Wealth Management3,695$226K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,642$223K0.01%-1,26913F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,630$223K0.06%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,640$223K0.03%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,595$220K0.05%new13F-HRTimeline
Plancorp, LLC3,590$220K0.01%new13F-HRTimeline
Navigation Group, LLC3,568$218K0.04%new13F-HRTimeline
Wealth Group Ltd3,545$217K0.04%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,485$213K<0.01%new13F-HR/ATimeline
WESPAC Advisors, LLC3,461$212K0.1%new13F-HRTimeline
Belpointe Asset Management LLC3,457$212K0.01%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,456$212K0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC3,454$212K0.03%-28213F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,442$211K0.15%013F-HRTimeline
Firestone Capital Management3,410$209K0.04%new13F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV3,375$207K0.15%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,362$206K<0.01%new13F-HRTimelineGroup
CWA Asset Management Group, LLC3,334$204K0.01%new13F-HRTimeline
WESBANCO BANK INC3,332$204K0.01%new13F-HRTimeline
Thompson David Blair3,331$204K0.1%new13F-HRTimeline
Peak Planning Group, LLC3,309$203K0.05%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,302$202K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,300$202K<0.01%+44013F-HRTimelineGroup
IAM Advisory, LLC3,268$200K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc3,024$185K0.01%+52413F-HRTimeline
Kingdom Financial Group LLC.2,968$182K0.05%+19413F-HRTimeline
American Capital Advisory, LLC2,750$168K0.06%013F-HRTimeline
Larson Financial Group LLC2,631$161K<0.01%-57413F-HRTimeline
S.A. Mason LLC2,600$159K0.05%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,500$153K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC2,374$145K0.01%new13F-HRTimeline
Quantbot Technologies LP2,255$138K0.01%-17,95313F-HRTimeline
High Point Wealth Management, LLC2,042$125K0.1%+413F-HRTimeline
Key Financial Inc1,892$116K0.02%013F-HRTimeline
Register Financial Advisors LLC1,770$108K0.03%013F-HRTimeline
Crews Bank & Trust1,750$107K0.01%013F-HRTimeline
Parallel Advisors, LLC1,693$104K<0.01%+1,29513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,585$96.7K0.01%-213F-HRTimeline
Strategic Wealth Partners, Ltd.1,567$95.9K0.01%+6313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,498$91.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,419$86.9K<0.01%-6,01413F-HRTimeline
Quent Capital, LLC1,400$85.7K0.01%new13F-HRTimeline
Main Street Group, LTD1,370$83.9K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,305$79.9K0.04%-30713F-HRTimeline
JNBA Financial Advisors1,250$76.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,240$75.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,255$75.9K<0.01%013F-HRTimeline
Archer Investment Corp1,234$75.6K0.01%013F-HR/ATimeline
Caitlin John, LLC1,217$74.5K0.04%+30113F-HRTimeline
Winthrop Capital Management, LLC1,200$73K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,178$72.1K<0.01%+2613F-HRTimelineGroup
Luminist Capital LLC1,095$67K0.08%013F-HRTimeline
MCF Advisors LLC1,055$64.6K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,028$62.9K<0.01%+87413F-HRTimelineGroup
CGC Financial Services, LLC1,026$62.8K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…996$61K<0.01%new13F-HRTimeline
Horizon Investments, LLC985$60.3K<0.01%+81513F-HRTimeline
Vermillion Wealth Management, Inc.900$55.1K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …816$50K0.01%13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…794$48.6K<0.01%-38413F-HRTimelineGroup
Pinnacle Bancorp, Inc.700$42.8K0.01%+213F-HRTimeline
EPG Wealth Management LLC690$42.2K0.01%013F-HRTimeline
LGT Financial Advisors LLC678$41.5K0.22%-9513F-HRTimeline
LANARK FINANCIAL, INC.657$40.2K<0.01%013F-HRTimeline
UNION SAVINGS BANK652$39.9K0.02%new13F-HRTimeline
Millstone Evans Group, LLC636$38.9K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC635$38.9K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.608$37.2K0.03%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp600$36.7K<0.01%013F-HRTimelineGroup
Key Capital Management, INC600$36.7K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC571$35K<0.01%-10013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…550$33.7K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC541$33.1K<0.01%+19613F-HRTimelineGroup
Capital Investment Advisory Services, L…525$32.2K<0.01%-24913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$31.8K<0.01%013F-HRTimeline
GODSEY & GIBB, INC510$31.2K<0.01%013F-HRTimeline
Downshift Financial, LLC510$31.2K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners494$30.2K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC373$22.8K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding372$22.8K-168Timeline
BIRCHBROOK, INC.353$21.6K0.01%+20313F-HRTimeline
Abound Wealth Management346$21.2K<0.01%+7513F-HRTimeline
Hickory Point Bank & Trust341$20.9K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…329$20.1K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.324$19.9K0.01%-2,45013F-HRTimeline
Murphy & Mullick Capital Management Corp300$18.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.260$15.9K<0.01%-3,18613F-HRTimeline
Physician Wealth Advisors, Inc.241$14.8K<0.01%-4,63613F-HRTimeline
TRUST CO OF VERMONT239$14.6K<0.01%13F-HRTimeline
Founders Capital Management230$14.1K0.01%013F-HRTimeline
Fairway Wealth LLC229$14K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC200$12.2K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$12.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.184$11.3K<0.01%+3813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC173$10.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$10.2K<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC150$9.19K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.144$8.82K0.01%+6013F-HRTimeline
Networth Advisors, LLC116$7.1K<0.01%new13F-HRTimeline
Asset Dedication, LLC115$7.04K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC115$7.04K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC115$7.04K<0.01%-613F-HRTimeline
Hanson & Doremus Investment Management105$6K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.103$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Milestone Investment Advisors LLC91$5.57K<0.01%new13F-HRTimeline
SWAN Capital LLC86$5.24K<0.01%+113F-HRTimeline
Blue Trust, Inc.75$4.59K<0.01%-29713F-HRTimeline
Signature Resources Capital Management,…75$4.59K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC72$4.42K<0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.70$4.27K<0.01%+1413F-HRTimelineGroup
Wagner Wealth Management, LLC67$4.09K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC65$3.98K<0.01%-1313F-HRTimeline
Keating Financial Advisory Services, In…60$3.67K<0.01%-2,91113F-HRTimeline
Financial Network Wealth Advisors LLC57$3.49K<0.01%new13F-HRTimeline
GAMMA Investing LLC50$3.06K<0.01%new13F-HRTimeline
CVA Family Office, LLC45$2.75K<0.01%013F-HRTimeline
Rossby Financial, LCC42$2.57K<0.01%-56013F-HRTimeline
Allied Private Wealth LLC40$2.46K<0.01%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC35$2.17K<0.01%new13F-HRTimeline
Weaver Capital Management LLC38$2.07K<0.01%013F-HRTimeline
Tidemark, LLC27$1.63K<0.01%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp26$1.59K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC25$1.53K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP11$674<0.01%013F-HRTimeline
Valued Wealth Advisors LLC8$490<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.6$367<0.01%-4413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5$306<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC2$125<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$61<0.01%new13F-HRTimelineGroup