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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

521 managers (524 13F filers) reported a position in XLG shares at 2025-03-31, 115,937,832 shares in all. 101 filers opened a position and 48 filers sold out during the quarter.

Managers
521
13F filers
524
New
101
Added
192
Reduced
157
Sold out
48
Shares held by filers
115,937,832

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
COMMONS CAPITAL, LLC5,062$233K0.21%-16,99313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,000$230K0.01%013F-HRTimeline
Somerset Group LLC5,000$230K0.21%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,982$229K0.01%-2213F-HRTimeline
Wealth Architects, LLC4,960$228K0.03%013F-HR/ATimeline
Tempus Wealth Planning, LLC4,909$226K0.07%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,894$225K0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,875$224K0.01%new13F-HRTimeline
Allworth Financial LP4,948$223K<0.01%+2,23813F-HRTimeline
VIAWEALTH, LLC4,830$222K0.14%-10513F-HRTimeline
HRT FINANCIAL LP4,837$222K<0.01%new13F-HRTimeline
Kelman-Lazarov, Inc.4,818$222K0.04%+213F-HRTimeline
Resurgent Financial Advisors LLC4,797$221K0.13%new13F-HRTimeline
Fiduciary Alliance LLC4,757$219K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,668$215K0.09%+513F-HRTimeline
Samalin Investment Counsel, LLC4,616$212K0.09%+413F-HRTimeline
Magnus Financial Group LLC4,596$212K0.02%new13F-HRTimeline
Fulcrum Equity Management4,592$211K0.23%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,583$211K0.04%new13F-HRTimeline
Investors Research Corp4,580$211K0.05%+1,70313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,600$211K0.08%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,582$210K0.11%-6713F-HRTimeline
AVISO WEALTH MANAGEMENT4,566$210K0.11%-1,34913F-HRTimeline
Per Stirling Capital Management, LLC.4,425$204K0.03%-41,37413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,407$203K0.01%-11,36113F-HRTimelineGroup
POM Investment Strategies, LLC4,308$198K0.23%-240,79613F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,256$198K0.09%+1,55513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$184K<0.01%013F-HR/ATimelineGroup
Washington Trust Advisors, Inc.3,300$152K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC3,166$146K0.01%new13F-HRTimeline
S.A. Mason LLC3,100$143K0.08%013F-HRTimeline
Qube Research & Technologies Ltd2,912$134K<0.01%-4,58513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,900$133K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC2,750$127K0.07%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,741$126K<0.01%new13F-HRTimeline
Continuum Advisory, LLC2,374$109K0.01%013F-HRTimeline
Register Financial Advisors LLC2,320$107K0.06%013F-HRTimeline
Spectrum Wealth Counsel, LLC1,837$84.5K0.01%-31013F-HRTimeline
Key Financial Inc1,820$83.8K0.02%013F-HRTimeline
Crews Bank & Trust1,750$80.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,636$75.3K0.01%-16213F-HRTimelineGroup
Sound Income Strategies, LLC1,590$73.2K<0.01%+1,35713F-HRTimeline
Glass Jacobson Investment Advisors llc1,369$68.4K0.02%013F-HRTimeline
Golden State Wealth Management, LLC1,463$67.3K0.01%+30213F-HR/ATimeline
CoreCap Advisors, LLC1,372$63.1K<0.01%new13F-HRTimeline
Main Street Group, LTD1,370$63K0.02%013F-HRTimeline
GROUP ONE TRADING LLC1,345$61.9K<0.01%+1,14513F-HRTimeline
SIGNATUREFD, LLC1,238$57K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,200$55K0.02%013F-HRTimeline
Archer Investment Corp1,167$53.7K0.01%013F-HRTimeline
Headlands Technologies LLC1,146$52.7K0.01%+1,06313F-HRTimeline
Luminist Capital LLC1,095$50.6K0.05%013F-HRTimeline
SYM FINANCIAL Corp1,100$50.6K0.01%-1,07213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$46K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC950$43.7K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …930$42.8K0.01%13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$40.9K<0.01%-49413F-HRTimelineGroup
Transce3nd, LLC824$37.9K0.02%-11513F-HRTimeline
Capital Investment Advisory Services, L…820$37.8K<0.01%+113F-HRTimeline
Parallel Advisors, LLC789$36.3K<0.01%-63313F-HRTimeline
Iron Horse Wealth Management, LLC750$34.5K0.01%013F-HRTimeline
Kiker Wealth Management, LLC750$34.5K0.02%-25013F-HRTimeline
Pinnacle Bancorp, Inc.733$33.8K0.01%+4113F-HRTimeline
EPG Wealth Management LLC690$31.8K0.01%-1,40813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd648$29.7K<0.01%+38813F-HRTimelineGroup
MTM Investment Management, LLC642$29.7K0.01%new13F-HRTimeline
Millstone Evans Group, LLC636$29.3K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…610$28.1K<0.01%-9713F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp600$27.6K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC595$27.4K<0.01%+113F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…550$25.3K0.02%-5013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$23.9K<0.01%013F-HRTimeline
MAI Capital Management510$23.5K<0.01%-5613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC495$22.8K<0.01%-14013F-HRTimeline
Park Place Capital Corp476$21.9K0.01%new13F-HRTimeline
Blue Trust, Inc.404$18.6K<0.01%+20113F-HRTimeline
Horizon Investments, LLC403$18.5K<0.01%+36513F-HRTimeline
PrairieView Partners, LLC400$18K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…381$17.6K0.01%013F-HRTimelineGroup
CGC Financial Services, LLC350$16.1K0.01%013F-HRTimeline
Abound Wealth Management334$15.4K0.01%-26913F-HRTimeline
New Republic Capital, LLC296$13.6K0.01%new13F-HRTimeline
PSI Advisors, LLC274$12.6K<0.01%-25,02213F-HRTimeline
ORG Partners LLC266$12.3K<0.01%new13F-HRTimeline
Tidemark, LLC264$12.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.260$12K<0.01%013F-HRTimeline
von Borstel & Associates, Inc.248$11K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT239$11K<0.01%new13F-HRTimeline
Founders Capital Management230$10.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC227$10.5K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.210$9.66K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.201$9.25K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp200$9.2K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$9.2K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC190$8.74K<0.01%+12113F-HRTimeline
West Branch Capital LLC190$8.74K<0.01%013F-HRTimeline
WealthShield Partners, LLC158$7.27K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC160$7K<0.01%-73113F-HRTimeline
Nalls Sherbakoff Group, LLC150$6.9K0.01%13F-HRTimeline
Painted Porch Advisors LLC129$5.94K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/125$5.75K<0.01%-2713F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC120$5.52K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc119$5.48K<0.01%new13F-HRTimeline
Asset Dedication, LLC115$5.29K<0.01%013F-HRTimeline
Keener Financial Planning LLC115$5K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.100$4.58K<0.01%+4313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC97$4.46K<0.01%+513F-HRTimeline
Global Wealth Strategies & Associates79$3.64K<0.01%new13F-HRTimeline
Intelligent Financial Strategies78$3.59K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC71$3.27K<0.01%+1013F-HRTimeline
Weaver Capital Management LLC70$3.22K<0.01%-1713F-HRTimeline
Wagner Wealth Management, LLC67$3.06K<0.01%+113F-HRTimeline
PFG Private Wealth Management, LLC50$2.31K<0.01%013F-HRTimeline
CVA Family Office, LLC45$2.07K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…26$1.2K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC21$966<0.01%new13F-HRTimeline
SWAN Capital LLC19$874<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC12$552<0.01%new13F-HRTimeline
Arax Advisory Partners10$461<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-45,42313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC28,077,062$610K-326,08213F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.