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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

550 managers (553 13F filers) reported a position in XLG shares at 2025-06-30, 95,948,035 shares in all. 70 filers opened a position and 48 filers sold out during the quarter.

Managers
550
13F filers
553
New
70
Added
247
Reduced
158
Sold out
48
Shares held by filers
95,948,035

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Parcion Private Wealth LLC6,188$322K0.02%new13F-HRTimeline
Secure Asset Management, LLC6,182$322K0.06%-13513F-HRTimeline
DRW Securities, LLC6,150$320K0.02%013F-HRTimeline
Redhawk Wealth Advisors, Inc.6,104$318K0.04%-34,12813F-HRTimeline
Fulcrum Equity Management6,099$318K0.33%+1,50713F-HRTimeline
Triad Wealth Partners, LLC6,067$316K0.06%-4413F-HRTimeline
DAVENPORT & Co LLC6,002$313K<0.01%+6013F-HRTimeline
Americana Partners, LLC5,954$310K0.01%013F-HRTimeline
Well Done, LLC5,712$298K0.06%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,704$297K0.01%+81013F-HRTimelineGroup
Prospera Financial Services Inc5,597$292K0.01%new13F-HRTimeline
Advisory Alpha, LLC5,522$288K0.01%-8113F-HRTimeline
Embree Financial Group5,511$287K0.04%-78213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,474$285K0.03%+89113F-HRTimeline
Novak & Powell Financial Services, Inc.5,372$280K0.19%013F-HRTimeline
Belpointe Asset Management LLC5,297$276K0.01%-96413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$272K0.21%013F-HRTimeline
Medallion Wealth Advisors, LLC5,228$271K0.1%+1613F-HRTimeline
Caliber Wealth Management, LLC / KS5,186$270K0.03%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC5,085$265K0.03%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,022$262K0.01%new13F-HRTimeline
GFS Advisors, LLC5,000$261K0.04%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,000$260K0.01%013F-HRTimeline
Somerset Group LLC5,000$260K0.22%013F-HRTimeline
Obermeyer Wealth Partners4,999$260K0.01%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,992$260K0.01%+1013F-HRTimeline
Wealth Architects, LLC4,960$258K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,900$255K0.01%-37,74713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,860$253K0.01%-32013F-HRTimelineGroup
Geneos Wealth Management Inc.4,831$252K0.01%-3,69913F-HRTimeline
Kelman-Lazarov, Inc.4,819$251K0.04%+113F-HRTimeline
Dynamic Advisor Solutions LLC4,785$249K0.01%-22,96313F-HRTimeline
AMERIFLEX GROUP, INC.4,668$241K0.13%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,620$241K<0.01%new13F-HRTimelineGroup
AVISO WEALTH MANAGEMENT4,619$241K0.11%+5313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,586$240K0.11%+413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,537$236K0.05%-71513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,503$235K<0.01%-1,95413F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC4,278$231K0.19%new13F-HRTimeline
Arax Advisory Partners4,397$229K0.01%+4,38713F-HRTimeline
Per Stirling Capital Management, LLC.4,362$227K0.03%-6313F-HRTimeline
Sovran Advisors, LLC4,258$222K0.02%new13F-HRTimeline
Burns Matteson Capital Management, LLC4,170$217K0.1%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,130$215K0.02%-3,96513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,128$215K<0.01%new13F-HR/ATimelineGroup
Redwood Financial Network Corp4,120$215K0.15%new13F-HRTimeline
Prairie Wealth Advisors, Inc.4,042$211K0.09%new13F-HRTimeline
Lifeworks Advisors, LLC4,036$210K0.03%-1,80313F-HRTimeline
Savvy Advisors, Inc.4,033$210K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$208K<0.01%013F-HR/ATimelineGroup
GTS SECURITIES LLC3,996$208K0.01%-21,51713F-HRTimeline
Centric Wealth Management3,780$206K0.05%new13F-HRTimeline
VIAWEALTH, LLC3,950$206K0.12%-88013F-HRTimeline
Brookwood Investment Group LLC3,943$205K0.03%new13F-HRTimeline
Granite Harbor Advisors, Inc.3,843$200K0.09%new13F-HRTimeline
Allworth Financial LP3,748$195K<0.01%-1,20013F-HRTimeline
Washington Trust Advisors, Inc.3,300$172K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,255$168K0.07%-1,00113F-HRTimeline
Icon Wealth Advisors, LLC3,188$166K0.01%+2213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,093$161K0.01%-2,00713F-HRTimelineGroup
American Capital Advisory, LLC2,750$143K0.07%013F-HRTimeline
Larson Financial Group LLC2,645$138K0.01%new13F-HRTimeline
S.A. Mason LLC2,600$135K0.07%-50013F-HRTimeline
Headlands Technologies LLC2,094$109K0.01%+94813F-HRTimeline
Traub Capital Management LLC2,000$104K0.1%13F-HRTimeline
Key Financial Inc1,950$102K0.02%+13013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,853$96.5K0.01%+21713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,753$91.3K0.01%13F-HRTimeline
Crews Bank & Trust1,750$91.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,580$81.8K<0.01%+1,32013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,536$80K<0.01%+92613F-HRTimelineGroup
Belvedere Trading LLC1,513$78.8K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,488$77.5K<0.01%-10213F-HRTimeline
Main Street Group, LTD1,370$71.4K0.02%013F-HRTimeline
MTM Investment Management, LLC1,346$70.1K0.02%+70413F-HRTimeline
JNBA Financial Advisors1,250$65.1K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,242$64.7K<0.01%+1,12313F-HRTimeline
SIGNATUREFD, LLC1,238$64.5K<0.01%013F-HRTimeline
Register Financial Advisors LLC1,220$63.6K0.03%-1,10013F-HRTimeline
Winthrop Capital Management, LLC1,200$63K0.02%013F-HRTimeline
Archer Investment Corp1,203$62.7K0.01%+3613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,166$60.7K<0.01%-5,82913F-HRTimelineGroup
Transce3nd, LLC1,127$58.7K0.02%+30313F-HRTimeline
Luminist Capital LLC1,095$56.7K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$52.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$52.1K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC982$51.2K0.01%-48113F-HRTimeline
Blue Trust, Inc.973$50.7K<0.01%+56913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …910$47.4K0.01%13F-HRTimelineGroup
Capital Investment Advisory Services, L…821$42.8K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC791$41.2K0.1%+56413F-HRTimeline
Iron Horse Wealth Management, LLC750$39.1K0.01%013F-HRTimeline
Kiker Wealth Management, LLC750$39.1K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.735$38.3K0.01%+213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd720$37.3K<0.01%+7213F-HRTimelineGroup
EPG Wealth Management LLC690$35.9K0.01%013F-HRTimeline
Team Financial Group, LLC663$34.5K0.02%new13F-HRTimeline
Millstone Evans Group, LLC636$33.1K0.02%013F-HRTimeline
Berbice Capital Management LLC624$32.5K0.02%-8,90013F-HRTimeline
Harbor Asset Planning, Inc.603$31.4K0.03%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp600$31.3K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC595$31K<0.01%013F-HRTimelineGroup
MAI Capital Management566$29.5K<0.01%+5613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…550$28.7K0.02%013F-HRTimeline
GROUP ONE TRADING LLC536$27.9K<0.01%-80913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$27.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC508$26.5K<0.01%-28113F-HRTimeline
New Republic Capital, LLC504$26.3K0.01%+20813F-HRTimeline
Horizon Investments, LLC421$21.9K<0.01%+1813F-HRTimeline
GeoWealth Management, LLC407$21.2K<0.01%-93,03013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…381$19.7K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…361$18.8K0.01%new13F-HRTimeline
Choate Investment Advisors360$18.8K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC338$18.6K0.01%new13F-HRTimeline
CGC Financial Services, LLC350$18.2K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.338$17.6K0.02%new13F-HRTimeline
Signature Resources Capital Management,…259$13.5K0.01%new13F-HRTimeline
TRUST CO OF VERMONT239$12.5K<0.01%013F-HRTimeline
Founders Capital Management230$12K0.01%013F-HRTimeline
Abound Wealth Management227$11.8K<0.01%-10713F-HRTimeline
Murphy & Mullick Capital Management Corp200$10.4K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC200$10.4K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC200$10.4K<0.01%013F-HRTimeline
West Branch Capital LLC190$9.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC181$9.43K<0.01%-913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$8.65K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC158$8.23K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC150$7.82K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.145$7.55K<0.01%+4513F-HRTimeline
Scarborough Advisors, LLC142$7.42K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC141$7.35K<0.01%+1213F-HRTimeline
Salomon & Ludwin, LLC131$6.8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC120$6.25K<0.01%013F-HRTimeline
CX Institutional118$6K<0.01%new13F-HR/ATimeline
Asset Dedication, LLC115$5.99K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC108$5.63K<0.01%+1113F-HRTimeline
Keener Financial Planning LLC115$5K<0.01%013F-HRTimeline
Pineridge Advisors LLC74$3.86K<0.01%new13F-HRTimeline
Weaver Capital Management LLC70$3.65K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/69$3.6K<0.01%-5613F-HR/ATimelineGroup
Wagner Wealth Management, LLC67$3.47K<0.01%013F-HRTimeline
NewSquare Capital LLC60$3.13K<0.01%new13F-HRTimeline
CVA Family Office, LLC45$2.35K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44$2.29K<0.01%new13F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP38$1.75K<0.01%13F-HRTimeline
Tidemark, LLC26$1.37K<0.01%-23813F-HRTimeline
Creekmur Asset Management LLC21$1.09K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP11$574<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.