Skip to content
Disclosery

XLG INVESCO EXCHANGE TRADED FD T

Follow

ETF (fund)

639 managers (646 13F filers) reported a position in XLG shares at 2025-12-31, 102,636,131 shares in all. 77 filers opened a position and 34 filers sold out during the quarter.

Managers
639
13F filers
646
New
77
Added
263
Reduced
163
Sold out
34
Shares held by filers
102,636,131

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sovran Advisors, LLC9,499$560K0.05%-19313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,359$555K<0.01%013F-HRTimelineGroup
Investors Research Corp9,300$551K0.1%+81813F-HRTimeline
SMITH, MOORE & CO.9,265$549K0.04%+85013F-HRTimeline
Rollins Financial Advisors, LLC9,247$548K0.08%+2,12513F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,914$528K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC8,945$528K0.35%+62613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,890$527K0.04%-84413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,715$517K0.03%-1,14813F-HRTimeline
Prospera Financial Services Inc8,703$516K0.01%+1,27413F-HRTimeline
MainStreet Investment Advisors LLC8,565$508K0.07%013F-HRTimeline
Garden State Investment Advisory Servic…8,498$504K0.12%+92313F-HRTimeline
Darrow Company, Inc.8,436$500K0.22%013F-HRTimeline
Mezzasalma Advisors, LLC8,411$497K0.12%013F-HRTimeline
Global Financial Private Client, LLC8,278$491K0.17%+4713F-HRTimeline
Cornerstone Wealth Group, LLC8,130$482K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,100$480K<0.01%-6213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC8,020$475K0.01%013F-HRTimeline
Latitude Advisors, LLC7,986$473K0.21%new13F-HRTimeline
Syntegra Private Wealth Group, LLC7,960$472K0.04%+1913F-HRTimeline
Liberty Atlantic Advisors LLC7,937$471K0.46%13F-HRTimeline
Valley Brook Capital Group, Inc.7,815$463K0.31%+51513F-HRTimeline
Smith Salley Wealth Management7,779$461K0.02%+21213F-HRTimeline
Secure Asset Management, LLC7,691$456K0.07%+83313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,614$451K0.05%-7913F-HRTimeline
Carr Financial Group Corp7,573$449K0.12%-11813F-HRTimeline
Per Stirling Capital Management, LLC.7,498$444K0.05%+2,16313F-HRTimeline
Brookwood Investment Group LLC7,301$433K0.05%+3,11813F-HRTimeline
DAVENPORT & Co LLC7,255$430K<0.01%+25213F-HRTimeline
Centennial Advisors, LLC7,028$417K0.54%13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,863$407K0.06%013F-HRTimeline
Redhawk Wealth Advisors, Inc.6,841$406K0.05%+50413F-HRTimeline
Main Street Financial Solutions, LLC6,726$399K0.03%-10,27713F-HRTimeline
Thompson David Blair6,712$398K0.23%13F-HRTimeline
Fiduciary Alliance LLC6,695$397K0.03%+91713F-HRTimeline
Cassaday & Co Wealth Management LLC6,557$389K0.01%+53513F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,523$387K0.24%13F-HRTimeline
Traynor Capital Management, Inc.6,506$386K0.02%+31613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.6,500$385K0.36%13F-HRTimeline
Advisory Alpha, LLC6,493$385K0.01%+1,00313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,450$382K0.04%-12,99313F-HRTimelineGroup
BlueChip Wealth Advisors LLC6,363$377K0.16%-1,34213F-HRTimeline
Alchemi Wealth, LLC6,335$376K0.21%13F-HRTimeline
Bank of New Hampshire6,320$375K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,219$369K0.01%+1,67813F-HRTimelineGroup
Parcion Private Wealth LLC6,188$367K0.02%013F-HRTimeline
DRW Securities, LLC6,150$365K0.03%013F-HRTimeline
Briggs Wealth Management, Inc6,134$364K0.39%13F-HRTimeline
Americana Partners, LLC5,954$353K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,931$352K<0.01%013F-HRTimelineGroup
UPTICK PARTNERS, LLC5,910$350K0.07%-38313F-HRTimeline
BCS Wealth Management5,900$350K0.04%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,823$345K0.01%+82413F-HRTimeline
Soltis Investment Advisors LLC5,754$341K0.02%-11913F-HR/ATimeline
Triad Wealth Partners, LLC5,732$340K0.03%+72013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,730$340K0.01%+67813F-HRTimelineGroup
Well Done, LLC5,712$339K0.05%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,704$338K0.01%-48,80113F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC5,606$332K0.06%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,558$329K<0.01%+1,60513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC5,531$328K0.02%+25813F-HRTimeline
Centurion Wealth Management LLC5,460$324K0.07%new13F-HRTimeline
Embree Financial Group5,406$320K0.04%-10513F-HRTimeline
Novak & Powell Financial Services, Inc.5,372$318K0.17%013F-HRTimeline
AVISO WEALTH MANAGEMENT5,322$315K0.13%+24113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,302$314K<0.01%+50013F-HRTimelineGroup
ARWA LLC5,235$310K0.18%13F-HRTimeline
GoalVest Advisory LLC5,230$310K0.06%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,230$310K0.2%013F-HRTimeline
Medallion Wealth Advisors, LLC5,215$309K0.1%-3513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…5,181$307K0.11%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,170$306K<0.01%+25013F-HRTimelineGroup
GFS Advisors, LLC5,100$302K0.04%-4,95013F-HRTimeline
WADDELL & ASSOCIATES, LLC5,085$301K0.02%013F-HRTimeline
Geneos Wealth Management Inc.5,070$301K0.01%013F-HRTimeline
Somerset Group LLC5,000$297K0.22%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,000$296K0.02%013F-HRTimeline
Wealth Architects, LLC4,980$295K0.03%013F-HRTimeline
JT Stratford LLC4,942$293K0.04%new13F-HRTimeline
Game Plan Financial Advisors, LLC4,865$288K0.12%013F-HRTimeline
Kelman-Lazarov, Inc.4,822$286K0.04%+213F-HRTimeline
GUIDANCE CAPITAL, INC4,875$284K0.07%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,791$284K0.09%new13F-HRTimelineGroup
Elevation Wealth Management LLC4,783$284K0.27%13F-HRTimeline
Formidable Asset Management, LLC4,915$283K0.04%-40513F-HRTimeline
Kingdom Financial Group LLC.4,705$279K0.09%new13F-HRTimeline
EJMK Ventures LLC4,679$277K0.17%13F-HRTimeline
MinichMacGregor Wealth Management, LLC4,665$277K0.05%-65413F-HRTimeline
Southland Equity Partners LLC4,639$275K0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,568$271K0.01%+113F-HRTimeline
Kovack Advisors, Inc.4,553$270K0.01%new13F-HR/ATimeline
Summit Trail Advisors, LLC4,530$269K<0.01%-3013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,518$268K0.01%+113F-HRTimeline
Fortis Advisors, LLC4,488$266K0.15%+713F-HRTimeline
Future Financial Wealth Managment LLC4,576$263K0.18%-86413F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,427$262K0.15%new13F-HRTimeline
Western Financial Corp/CA4,400$261K0.1%new13F-HRTimeline
CWA Asset Management Group, LLC4,354$258K0.01%new13F-HRTimeline
Asempa Wealth Advisors4,353$258K0.22%13F-HRTimeline
Stewardship Advisors, LLC4,338$257K0.06%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,265$253K0.06%+70013F-HRTimeline
Oath Planning, LLC4,239$251K0.25%13F-HRTimeline
Sovereign Financial Group, Inc.4,229$251K0.04%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,192$249K<0.01%new13F-HRTimelineGroup
Burns Matteson Capital Management, LLC4,170$247K0.1%013F-HRTimeline
Facet Wealth, Inc.4,091$243K<0.01%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$240K0.1%-4,04813F-HRTimelineAmount filed as zero, left out of ratios.
Missouri Trust & Investment Co4,050$240K0.07%new13F-HRTimeline
Pacific Sun Financial Corp4,037$239K0.12%-213F-HRTimeline
WESPAC Advisors, LLC4,027$239K0.13%new13F-HRTimeline
Qube Research & Technologies Ltd4,000$237K<0.01%-32613F-HRTimeline
Clarus Group, Inc.4,000$237K0.09%013F-HRTimeline
VIAWEALTH, LLC3,950$234K0.13%013F-HRTimeline
Lifeworks Advisors, LLC3,903$231K0.03%-13313F-HRTimeline
Granite Harbor Advisors, Inc.3,855$229K0.1%+613F-HRTimeline
WEALTH ALLIANCE, LLC3,850$228K0.02%-5,36713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,848$228K0.01%-5913F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV3,877$227K0.09%+18813F-HRTimeline
MATAURO, LLC3,832$227K0.03%+713F-HRTimeline
Steffes Financial, Ltd.3,824$227K0.12%13F-HRTimeline
Centric Wealth Management3,780$224K0.05%013F-HRTimeline
Perennial Investment Advisors, LLC3,757$223K0.02%-25513F-HRTimeline
Valeo Financial Advisors, LLC3,750$222K<0.01%+3613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,734$221K<0.01%+1913F-HRTimelineGroup
William Mack & Associates, Inc.3,706$220K0.1%013F-HRTimeline
SeaCrest Wealth Management, LLC3,682$219K0.02%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,688$219K0.04%-4213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,630$216K0.07%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,640$216K0.03%013F-HRTimeline
Redwood Financial Network Corp3,630$215K0.14%013F-HRTimeline
Oregon Pacific Wealth Management, LLC3,617$214K0.22%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,595$213K0.06%013F-HRTimeline
Independent Wealth Network Inc.3,587$213K0.06%new13F-HRTimeline
NOVUS ADVISORS, LLC3,547$210K0.47%new13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,544$210K0.06%+1213F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,442$204K0.16%13F-HRTimeline
Firestone Capital Management3,406$202K0.04%new13F-HRTimeline
PKS Advisory Services, LLC3,385$201K0.05%new13F-HRTimeline
Washington Trust Advisors, Inc.3,300$196K0.01%013F-HRTimeline
Larson Financial Group LLC3,200$190K0.01%-36113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,183$189K0.07%+88213F-HRTimeline
Keating Financial Advisory Services, In…2,971$176K0.02%13F-HRTimeline
Alexis Investment Partners, LLC2,860$170K0.06%013F-HRTimeline
AdvisorNet Financial, Inc2,836$168K0.01%+14613F-HRTimeline
American Capital Advisory, LLC2,750$163K0.07%013F-HRTimeline
S.A. Mason LLC2,600$154K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,236$133K<0.01%+14113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,188$130K0.01%new13F-HRTimeline
High Point Wealth Management, LLC2,035$121K0.11%13F-HRTimeline
Lloyd Advisory Services, LLC.1,961$116K0.05%new13F-HRTimeline
Key Financial Inc1,892$112K0.02%013F-HRTimeline
Register Financial Advisors LLC1,770$105K0.04%013F-HRTimeline
Root Financial Partners, LLC1,760$104K0.01%013F-HRTimeline
Crews Bank & Trust1,750$104K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,580$93.6K<0.01%013F-HRTimeline
Caitlin John, LLC1,551$91.9K0.06%-7813F-HRTimeline
Strategic Wealth Partners, Ltd.1,504$89.2K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,498$88.8K<0.01%13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,480$87.7K<0.01%-54413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,352$80.1K<0.01%+2013F-HRTimelineGroup
MTM Investment Management, LLC1,346$79.8K0.03%013F-HRTimeline
JNBA Financial Advisors1,250$74.1K0.01%013F-HRTimeline
Archer Investment Corp1,234$73.2K0.02%-1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,225$72.6K<0.01%+4513F-HRTimeline
Winthrop Capital Management, LLC1,200$71K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,152$68.3K<0.01%+113F-HRTimelineGroup
Team Financial Group, LLC1,131$67K0.03%+38013F-HRTimeline
Luminist Capital LLC1,095$64.9K0.08%013F-HRTimeline
CGC Financial Services, LLC1,026$60.8K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,023$60.7K<0.01%+25113F-HRTimeline
New Republic Capital, LLC963$57.1K0.02%+313F-HRTimeline
DAGCO, INC.960$56.9K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC923$54.8K0.01%-6013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …795$47.1K0.01%-9413F-HRTimelineGroup
LGT Financial Advisors LLC773$45.8K0.28%-513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners759$45K0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.697$41.3K0.01%+113F-HRTimeline
EPG Wealth Management LLC690$40.9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…648$38.4K0.02%new13F-HRTimelineGroup
Millstone Evans Group, LLC636$37.7K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.605$35.9K0.03%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp600$35.6K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…550$32.6K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$30.8K<0.01%013F-HRTimeline
MAI Capital Management513$30.4K<0.01%+113F-HRTimeline
GODSEY & GIBB, INC510$30.2K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC507$30.1K<0.01%-22913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd460$27.3K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\451$26.7K<0.01%new13F-HRTimelineGroup
BIRCHBROOK, INC.450$26.7K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/420$24.9K<0.01%+35313F-HRTimelineGroup
Parallel Advisors, LLC398$23.6K<0.01%-11013F-HRTimeline
SageView Advisory Group, LLC394$23.4K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…372$22.1K0.01%013F-HRTimelineGroup
Blue Trust, Inc.372$22K<0.01%-3313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…362$21.5K0.01%-24213F-HRTimeline
Sunbelt Securities, Inc.350$20.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC322$19.1K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp300$17.8K0.01%+10013F-HRTimeline
Scarborough Advisors, LLC287$17K<0.01%013F-HRTimeline