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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

562 managers (566 13F filers) reported a position in XLG shares at 2025-09-30, 98,991,758 shares in all. 58 filers opened a position and 34 filers sold out during the quarter.

Managers
562
13F filers
566
New
58
Added
292
Reduced
131
Sold out
34
Shares held by filers
98,991,758

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DRW Securities, LLC6,150$351K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC6,022$346K0.01%+1,00013F-HRTimeline
Americana Partners, LLC5,954$342K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,931$341K<0.01%+1,80313F-HRTimelineGroup
Soltis Investment Advisors LLC5,873$338K0.02%new13F-HRTimeline
MCDONALD PARTNERS LLC5,845$336K0.1%-4,49613F-HRTimeline
Fiduciary Alliance LLC5,778$332K0.02%-42213F-HRTimeline
Well Done, LLC5,712$329K0.06%013F-HRTimeline
Advisory Alpha, LLC5,490$317K0.01%-3213F-HRTimeline
Embree Financial Group5,511$317K0.04%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,443$313K<0.01%+94013F-HRTimelineGroup
Future Financial Wealth Managment LLC5,440$313K0.2%-86313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Novak & Powell Financial Services, Inc.5,372$309K0.16%013F-HRTimeline
Per Stirling Capital Management, LLC.5,335$307K0.04%+97313F-HRTimeline
MinichMacGregor Wealth Management, LLC5,319$306K0.06%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,273$303K0.02%+1,14313F-HRTimeline
Medallion Wealth Advisors, LLC5,250$302K0.11%+2213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$301K0.21%013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…5,181$298K0.11%-1,56213F-HRTimeline
WADDELL & ASSOCIATES, LLC5,085$292K0.02%013F-HRTimeline
AVISO WEALTH MANAGEMENT5,081$292K0.13%+46213F-HRTimeline
Geneos Wealth Management Inc.5,070$292K0.01%+23913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,052$291K0.01%+19213F-HRTimelineGroup
Triad Wealth Partners, LLC5,012$288K0.04%-1,05513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,000$288K0.01%013F-HRTimeline
Somerset Group LLC5,000$288K0.23%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,999$288K0.01%+713F-HRTimeline
Wealth Architects, LLC4,980$286K0.03%+2013F-HRTimeline
SIMPLEX TRADING, LLC4,979$286K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,920$283K<0.01%+30013F-HRTimelineGroup
Game Plan Financial Advisors, LLC4,865$280K0.12%-2,10013F-HRTimeline
Kelman-Lazarov, Inc.4,820$277K0.04%+113F-HRTimeline
Formidable Asset Management, LLC5,320$277K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,802$276K<0.01%-20,83813F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,567$263K0.01%-21813F-HRTimeline
Summit Trail Advisors, LLC4,560$262K<0.01%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,541$261K0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,517$260K0.01%-5,11213F-HRTimeline
Fortis Advisors, LLC4,481$258K0.15%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,419$254K0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd4,326$249K<0.01%-5,30313F-HRTimeline
AMERIFLEX GROUP, INC.4,288$247K0.09%-38013F-HRTimeline
Brookwood Investment Group LLC4,183$241K0.03%+24013F-HRTimeline
Burns Matteson Capital Management, LLC4,170$240K0.1%013F-HRTimeline
Allworth Financial LP4,087$235K<0.01%+33913F-HRTimeline
GatePass Capital, LLC4,082$235K0.14%new13F-HRTimeline
Prairie Wealth Advisors, Inc.4,048$233K0.1%+613F-HRTimeline
Pacific Sun Financial Corp4,039$232K0.11%-2,80013F-HRTimeline
Lifeworks Advisors, LLC4,036$232K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC4,012$231K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$230K<0.01%013F-HR/ATimelineGroup
Clarus Group, Inc.4,000$230K0.08%new13F-HRTimeline
EVOKE WEALTH, LLC3,980$229K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,953$227K<0.01%new13F-HRTimelineGroup
VIAWEALTH, LLC3,950$227K0.12%013F-HRTimeline
Centric Wealth Management3,780$226K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,907$225K0.01%+81413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,876$223K<0.01%-4,28513F-HRTimeline
Granite Harbor Advisors, Inc.3,849$221K0.09%+613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,689$220K0.1%-89713F-HRTimeline
MATAURO, LLC3,825$220K0.03%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,730$215K0.04%-80713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC3,715$214K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC3,714$214K<0.01%new13F-HRTimeline
William Mack & Associates, Inc.3,706$213K0.11%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,630$211K0.07%+37513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,640$209K0.04%new13F-HRTimeline
Independent Advisor Alliance3,640$209K0.01%new13F-HRTimeline
Redwood Financial Network Corp3,630$209K0.13%-49013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,595$207K0.04%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,565$205K0.05%new13F-HRTimeline
Larson Financial Group LLC3,561$205K0.01%+91613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,532$203K0.06%new13F-HRTimeline
Washington Trust Advisors, Inc.3,300$190K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC3,216$185K0.01%+2813F-HRTimeline
Alexis Investment Partners, LLC2,860$165K0.07%new13F-HRTimeline
American Capital Advisory, LLC2,750$158K0.07%013F-HRTimeline
AdvisorNet Financial, Inc2,690$155K0.01%+1,44813F-HRTimeline
S.A. Mason LLC2,600$150K0.07%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,301$132K0.26%-13,14613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,095$121K<0.01%+1,09513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,024$116K<0.01%+48813F-HRTimelineGroup
Key Financial Inc1,892$109K0.02%-5813F-HRTimeline
Register Financial Advisors LLC1,770$102K0.04%+55013F-HRTimeline
Root Financial Partners, LLC1,760$101K0.01%new13F-HRTimeline
Crews Bank & Trust1,750$101K0.01%013F-HRTimeline
Caitlin John, LLC1,629$93.7K0.07%new13F-HRTimeline
TD Waterhouse Canada Inc.1,580$91.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,504$86.5K0.01%-24913F-HRTimeline
Grey Fox Wealth Advisors, LLC1,376$79.1K0.02%new13F-HRTimeline
Main Street Group, LTD1,370$78.8K0.02%013F-HRTimeline
MTM Investment Management, LLC1,346$77.4K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,332$76.6K<0.01%+16613F-HRTimelineGroup
JNBA Financial Advisors1,250$71.9K0.01%013F-HRTimeline
Archer Investment Corp1,249$71.8K0.02%+4613F-HRTimeline
SIGNATUREFD, LLC1,238$71.2K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,200$69K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,180$67.9K<0.01%+18013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,151$66.2K<0.01%+55613F-HRTimelineGroup
Luminist Capital LLC1,095$63.2K0.05%013F-HRTimeline
CGC Financial Services, LLC1,026$59K0.02%+67613F-HRTimeline
Golden State Wealth Management, LLC983$56.6K0.01%+113F-HRTimeline
New Republic Capital, LLC960$55.2K0.02%+45613F-HRTimeline
Reyes Financial Architecture, Inc.960$55.2K0.04%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …889$51.1K0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC838$48.8K<0.01%-65013F-HRTimeline
LGT Financial Advisors LLC778$44.8K0.1%-1313F-HRTimeline
Capital Investment Advisory Services, L…772$44.4K<0.01%-4913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners759$43.7K0.01%-1,09413F-HRTimelineGroup
Team Financial Group, LLC751$43.2K0.02%+8813F-HRTimeline
GROUP ONE TRADING LLC736$42.3K<0.01%+20013F-HRTimeline
Pinnacle Bancorp, Inc.696$40K0.01%-3913F-HRTimeline
EPG Wealth Management LLC690$39.7K0.01%013F-HRTimeline
Millstone Evans Group, LLC636$36.6K0.02%013F-HRTimeline
Berbice Capital Management LLC624$35.9K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…604$34.8K0.01%+24313F-HRTimeline
Harbor Asset Planning, Inc.604$34.8K0.03%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp600$34.5K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…550$31.6K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$29.9K<0.01%013F-HRTimeline
MAI Capital Management512$29.5K<0.01%-5413F-HRTimeline
Parallel Advisors, LLC508$29.2K<0.01%013F-HRTimeline
MCF Advisors LLC469$27K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd460$26.3K<0.01%-26013F-HRTimelineGroup
Horizon Investments, LLC412$23.7K<0.01%-913F-HRTimeline
Blue Trust, Inc.405$23.3K<0.01%-56813F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…372$21.4K<0.01%-913F-HRTimelineGroup
Sunbelt Securities, Inc.350$20.1K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC287$16.5K<0.01%+14513F-HRTimeline
Wealthspire Advisors, LLC281$16.2K<0.01%new13F-HRTimeline
Abound Wealth Management281$16.2K<0.01%+5413F-HRTimeline
Signature Resources Capital Management,…259$14.9K0.01%013F-HRTimeline
TRUST CO OF VERMONT239$13.7K<0.01%013F-HRTimeline
Founders Capital Management230$13.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC229$13.2K<0.01%+12113F-HRTimeline
Murphy & Mullick Capital Management Corp200$11.9K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC200$11.5K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$11.5K<0.01%013F-HRTimeline
West Branch Capital LLC190$10.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC177$10.2K<0.01%-413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$9.55K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC158$9.09K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA154$8.86K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC150$8.63K0.01%013F-HRTimeline
Painted Porch Advisors LLC146$8.4K<0.01%+513F-HRTimeline
DHJJ Financial Advisors, Ltd.145$8.35K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC125$7.19K<0.01%-613F-HRTimeline
CX Institutional118$7K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC118$6.79K<0.01%new13F-HRTimeline
Asset Dedication, LLC115$6.62K<0.01%013F-HRTimeline
Keener Financial Planning LLC115$6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/67$3.85K<0.01%-213F-HRTimelineGroup
Wagner Wealth Management, LLC67$3.84K<0.01%013F-HRTimeline
Weaver Capital Management LLC59$3.39K<0.01%-1113F-HRTimeline
CVA Family Office, LLC45$2.59K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp26$1.53K<0.01%13F-HR/ATimeline
Tidemark, LLC26$1.52K<0.01%013F-HRTimeline
Creekmur Asset Management LLC21$1.21K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC20$1.19K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC14$805<0.01%-73613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP11$633<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$230<0.01%-4013F-HRTimelineGroup