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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

471 managers (473 13F filers) reported a position in XLG shares at 2024-12-31, 108,790,016 shares in all. 56 filers opened a position and 24 filers sold out during the quarter.

Managers
471
13F filers
473
New
56
Added
216
Reduced
101
Sold out
24
Shares held by filers
108,790,016

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Concord Wealth Partnersin group Concord Wealth Partners1,798$89.8K0.01%+80013F-HRTimelineGroup
Crews Bank & Trust1,750$87.4K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,494$75.1K<0.01%+45413F-HRTimelineGroup
Realta Investment Advisors1,415$71.5K0.03%-3,34713F-HRTimeline
Parallel Advisors, LLC1,422$71.1K<0.01%-25013F-HRTimeline
Main Street Group, LTD1,370$68.4K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,369$68.4K0.02%-7113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC1,238$61.9K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,200$60K0.02%013F-HRTimeline
Archer Investment Corp1,167$58.3K0.02%+7113F-HRTimeline
Golden State Wealth Management, LLC1,161$58K0.01%13F-HRTimeline
Luminist Capital LLC1,095$54.7K0.1%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$50K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC1,000$50K0.04%13F-HRTimeline
Plante Moran Financial Advisors, LLC950$47.5K<0.01%013F-HRTimeline
Transce3nd, LLC939$46.9K0.02%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …930$46.5K0.01%+4113F-HRTimelineGroup
SIMPLEX TRADING, LLC891$44K<0.01%-10,90213F-HRTimeline
Capital Investment Advisory Services, L…819$40.9K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC750$37.5K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…707$35.3K<0.01%-3713F-HRTimelineGroup
Pinnacle Bancorp, Inc.692$34.6K0.01%+113F-HRTimeline
Decker Retirement Planning Inc.690$34.5K0.02%13F-HRTimeline
Millstone Evans Group, LLC636$31.8K0.02%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC635$31.7K<0.01%new13F-HRTimeline
Abound Wealth Management603$30.1K0.01%new13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…600$30K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…600$30K0.02%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC594$29.7K<0.01%013F-HRTimelineGroup
MAI Capital Management566$28.3K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$26K<0.01%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…513$25.6K<0.01%-24013F-HRTimelineGroup
Caitlin John, LLC451$22.5K0.02%+613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…381$19K0.01%013F-HRTimelineGroup
PrairieView Partners, LLC400$19K<0.01%+113F-HRTimeline
CGC Financial Services, LLC350$17.5K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC340$17.1K<0.01%-25,52713F-HRTimeline
Cedar Mountain Advisors, LLC342$17.1K<0.01%new13F-HRTimeline
Tidemark, LLC264$13.2K0.01%-6113F-HRTimeline
TD Waterhouse Canada Inc.260$13K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd260$12.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC233$11.6K<0.01%+8913F-HRTimeline
Founders Capital Management230$11.5K0.01%013F-HRTimeline
Blue Trust, Inc.203$10.1K<0.01%+3313F-HR/ATimeline
GROUP ONE TRADING LLC200$9.99K<0.01%new13F-HR/ATimeline
Murphy & Mullick Capital Management Corp200$9.99K0.01%13F-HRTimeline
West Branch Capital LLC190$9.49K<0.01%013F-HRTimeline
Transcendent Capital Group LLC180$8.97K<0.01%+8413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC157$8K<0.01%-1,02513F-HRTimelineGroup
WealthShield Partners, LLC158$7.89K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/152$7.59K<0.01%+3513F-HRTimelineGroup
NorthRock Partners, LLC130$6.5K<0.01%+6813F-HR/ATimeline
MB, LEVIS & ASSOCIATES, LLC123$6.14K<0.01%+2513F-HRTimeline
Coston, McIsaac & Partners137$6K<0.01%new13F-HRTimeline
Asset Dedication, LLC115$5.75K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.114$5.7K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC100$5K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC92$4.6K<0.01%013F-HRTimeline
Weaver Capital Management LLC87$4.35K<0.01%-813F-HRTimeline
Headlands Technologies LLC83$4.15K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC69$3.45K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC66$3.32K<0.01%013F-HRTimeline
Bellwether Advisors, LLC61$3.05K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.57$2.87K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC50$2.5K<0.01%new13F-HRTimeline
CVA Family Office, LLC45$2.25K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.42$2.11K0.19%-42,11813F-HRTimeline
Horizon Investments, LLC38$1.9K<0.01%new13F-HRTimeline
Element Wealth, LLC21$1.04K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.17$849<0.01%new13F-HRTimelineGroup
Demars Financial Group, LLC28,403,144$569K+27,932,13213F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.