Skip to content
Disclosery

XLG INVESCO EXCHANGE TRADED FD T

Follow

ETF (fund)

559 managers (567 13F filers) reported a position in XLG shares at 2026-03-31, 78,633,407 shares in all. 46 filers opened a position and 121 filers sold out during the quarter.

Managers
559
13F filers
567
New
46
Added
160
Reduced
254
Sold out
121
Shares held by filers
78,633,407

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FOUNDERS FINANCIAL SECURITIES LLC4,824$274K0.02%-13,27013F-HR/ATimeline
BlueChip Wealth Advisors LLC5,021$274K0.12%-1,34213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…5,005$273K0.09%-17613F-HRTimeline
Fiduciary Alliance LLC4,606$273K0.02%-2,08913F-HRTimeline
Citrine Capital LLC5,000$273K0.12%new13F-HRTimeline
AVISO WEALTH MANAGEMENT4,990$272K0.12%-33213F-HRTimeline
Wealth Architects, LLC4,980$272K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,927$269K0.24%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,924$269K<0.01%new13F-HRTimeline
Capital CS Group, LLC4,921$268K0.55%-24,31213F-HRTimeline
FLOW TRADERS U.S. LLC4,921$268K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,911$268K0.01%-62013F-HRTimeline
Physician Wealth Advisors, Inc.4,877$266K0.04%-407,15813F-HRTimeline
Geneos Wealth Management Inc.4,831$264K0.01%-23913F-HRTimeline
Kelman-Lazarov, Inc.4,823$263K0.04%+113F-HRTimeline
Fortis Advisors, LLC4,762$260K0.13%+27413F-HRTimeline
Simplicity Wealth,LLC4,753$259K0.01%-10,91013F-HRTimeline
NOVUS ADVISORS, LLC4,700$256K0.57%+1,15313F-HRTimeline
Per Stirling Capital Management, LLC.4,616$252K0.03%-2,88213F-HRTimeline
Professional Financial Advisors, LLC4,572$249K0.05%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,537$247K0.04%-1,06913F-HRTimeline
Headlands Technologies LLC4,515$246K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,498$245K<0.01%+4,26913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,456$243K<0.01%-1,10213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd4,399$240K<0.01%new13F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC4,317$235K0.04%-34813F-HRTimeline
Game Plan Financial Advisors, LLC4,265$233K0.1%-60013F-HRTimeline
Oath Planning, LLC4,246$232K0.21%+713F-HRTimeline
Centric Wealth Management3,780$231K0.05%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,192$229K<0.01%013F-HRTimelineGroup
Burns Matteson Capital Management, LLC4,170$227K0.09%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,630$227K0.08%-24713F-HRTimeline
Compound Planning, Inc.4,131$225K0.01%new13F-HRTimeline
POM Investment Strategies, LLC4,104$224K0.28%-253,99113F-HRTimeline
NorthRock Partners, LLC4,084$223K<0.01%new13F-HRTimeline
Pacific Sun Financial Corp4,077$222K0.11%+4013F-HRTimeline
Prairie Wealth Advisors, Inc.0$222K0.1%013F-HRTimelineAmount filed as zero, left out of ratios.
Clarus Group, Inc.4,000$218K0.08%013F-HRTimeline
VIAWEALTH, LLC3,959$216K0.12%+913F-HRTimeline
Granite Harbor Advisors, Inc.3,862$211K0.09%+713F-HRTimeline
MATAURO, LLC3,838$209K0.03%+613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,830$209KnewTimeline
Steffes Financial, Ltd.3,825$209K0.11%+113F-HRTimeline
SUTTON PLACE INVESTORS LLC3,818$208K0.11%-33,11013F-HRTimeline
Perennial Investment Advisors, LLC3,757$205K0.02%013F-HRTimeline
Tradition Wealth Management, LLC3,747$204K0.01%-102,99413F-HRTimeline
PKS Advisory Services, LLC3,736$204K0.05%+35113F-HRTimeline
Avidian Wealth Enterprises, LLC3,732$204K0.01%-41,53313F-HRTimeline
Valeo Financial Advisors, LLC3,726$203K<0.01%-2413F-HRTimeline
BETO FINANCIAL GROUP, LLC3,218$201K0.12%-8,80313F-HRTimeline
Bison Wealth, LLC3,157$200K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,630$197K0.06%013F-HRTimeline
TD Waterhouse Canada Inc.3,446$189K<0.01%+1,86613F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,442$188K0.14%013F-HRTimeline
Washington Trust Advisors, Inc.3,300$180K0.01%013F-HRTimeline
Larson Financial Group LLC3,205$175K0.01%+513F-HRTimeline
Keating Financial Advisory Services, In…2,971$162K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,860$156K<0.01%+2,44013F-HRTimelineGroup
Pioneer Family Office, LLC2,849$155K0.1%-38,75113F-HRTimeline
Lloyd Advisory Services, LLC.2,774$151K0.04%+81313F-HRTimeline
Kingdom Financial Group LLC.2,774$151K0.04%-1,93113F-HRTimeline
American Capital Advisory, LLC2,750$150K0.06%013F-HRTimeline
S.A. Mason LLC2,600$142K0.05%013F-HRTimeline
AdvisorNet Financial, Inc2,500$136K0.01%-33613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,500$136K<0.01%new13F-HRTimelineGroup
High Point Wealth Management, LLC2,038$111K0.11%+313F-HRTimeline
Portus Wealth Advisors, LLC1,997$109K0.1%-47,76113F-HRTimeline
Key Financial Inc1,892$103K0.02%013F-HRTimeline
Register Financial Advisors LLC1,770$96.6K0.04%013F-HRTimeline
Root Financial Partners, LLC1,760$96K<0.01%013F-HRTimeline
Crews Bank & Trust1,750$95.5K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,612$88K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,587$87.2K0.01%-60113F-HRTimeline
Strategic Wealth Partners, Ltd.1,504$82K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,498$81.7K<0.01%013F-HRTimelineGroup
Team Financial Group, LLC1,389$75.8K0.03%+25813F-HRTimeline
Main Street Group, LTD1,370$74.7K0.02%new13F-HRTimeline
Goodman Advisory Group, LLC1,344$73.3K0.02%+1,18813F-HRTimeline
JNBA Financial Advisors1,250$68.2K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,240$67.6K<0.01%+1513F-HRTimeline
Archer Investment Corp1,234$67.3K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,255$66.3K<0.01%-19,27513F-HRTimeline
Winthrop Capital Management, LLC1,200$65K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,178$64.3K<0.01%-30213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,152$62.9K<0.01%013F-HRTimelineGroup
Luminist Capital LLC1,095$59.7K0.08%013F-HRTimeline
MCF Advisors LLC1,055$57.6K<0.01%+1,04013F-HRTimeline
CGC Financial Services, LLC1,026$56K0.02%013F-HRTimeline
DAGCO, INC.960$52.4K0.01%013F-HRTimeline
Caitlin John, LLC916$49.9K0.03%-63513F-HRTimeline
Destiny Wealth Partners, LLC883$48.2K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd836$45.6K<0.01%-3,16413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …816$44.5K0.01%+2113F-HRTimelineGroup
Capital Investment Advisory Services, L…774$42.2K<0.01%-24913F-HRTimeline
LGT Financial Advisors LLC773$42.2K0.22%013F-HRTimeline
Pinnacle Bancorp, Inc.698$38.1K0.01%+113F-HRTimeline
EPG Wealth Management LLC690$37.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC671$36.6K<0.01%-25213F-HRTimeline
LANARK FINANCIAL, INC.657$35.8K<0.01%-34,04313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…648$35.3K0.02%013F-HRTimelineGroup
Millstone Evans Group, LLC636$34.7K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.606$33.1K0.03%+113F-HRTimeline
Rossby Financial, LCC602$33.1K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp600$32.7K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…550$30K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding540$29.5K+168Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC520$28.4K<0.01%013F-HRTimeline
MAI Capital Management514$28K<0.01%+113F-HRTimeline
GODSEY & GIBB, INC510$27.8K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd460$24.5K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC407$22.2K<0.01%-10013F-HRTimeline
Parallel Advisors, LLC398$21.7K<0.01%013F-HR/ATimeline
Blue Trust, Inc.372$20.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.350$19.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC345$18.8K<0.01%-1,00713F-HRTimelineGroup
Hickory Point Bank & Trust341$18.6K0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…329$17.9K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp300$16.4K0.01%013F-HRTimeline
Abound Wealth Management271$14.8K<0.01%-1013F-HRTimeline
Magnolia Wealth Management, LLC242$13.2K0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC236$12.9K<0.01%new13F-HRTimeline
Berbice Capital Management LLC215$12.7K0.01%013F-HRTimeline
Founders Capital Management230$12.5K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC200$10.9K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$10.9K<0.01%013F-HRTimeline
West Branch Capital LLC190$10.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC173$9.44K<0.01%-14913F-HRTimeline
Horizon Investments, LLC170$9.27K<0.01%+11313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$9.05K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA154$8.4K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC150$8.18K0.01%013F-HRTimeline
BIRCHBROOK, INC.150$8.18K<0.01%-30013F-HRTimeline
Merkkuri Wealth Advisors LLC149$8.1K0.01%-37,76013F-HRTimeline
DHJJ Financial Advisors, Ltd.146$7.94K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC121$6.65K<0.01%-413F-HRTimeline
Jackson Hole Capital Partners, LLC118$6.44K<0.01%013F-HRTimeline
Asset Dedication, LLC115$6.27K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC115$6.27K<0.01%-6213F-HRTimeline
Gen-Wealth Partners Inc110$6K<0.01%-121,58413F-HRTimeline
Hanson & Doremus Investment Management105$6K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC103$5.62K<0.01%new13F-HRTimeline
SWAN Capital LLC85$4.66K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.84$4.58K<0.01%013F-HRTimeline
Signature Resources Capital Management,…75$4.09K<0.01%-113F-HRTimeline
VALLEY NATIONAL ADVISERS INC78$4K<0.01%-513F-HRTimeline
Wagner Wealth Management, LLC67$3.64K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.56$3.03K<0.01%-21,91113F-HRTimelineGroup
First Command Advisory Services, Inc.50$2.73K<0.01%013F-HRTimeline
WealthShield Partners, LLC48$2.62K<0.01%new13F-HRTimeline
CVA Family Office, LLC45$2.46K<0.01%013F-HRTimeline
Addison Advisors LLC44$2.4K<0.01%new13F-HRTimeline
Weaver Capital Management LLC38$2.07K<0.01%-913F-HRTimeline
KERR FINANCIAL PLANNING Corp26$1.57K<0.01%-2613F-HR/ATimeline
Cornerstone Planning Group LLC25$1.53K<0.01%+513F-HRTimeline
Tidemark, LLC26$1.45K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.25$1.36K<0.01%-3413F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP11$601<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5$273<0.01%new13F-HRTimelineGroup
Triumph Capital Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.