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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

471 managers (473 13F filers) reported a position in XLG shares at 2024-12-31, 108,790,016 shares in all. 56 filers opened a position and 24 filers sold out during the quarter.

Managers
471
13F filers
473
New
56
Added
216
Reduced
101
Sold out
24
Shares held by filers
108,790,016

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC9,775,057$488M0.2%+1,795,59013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,970,411$348M0.02%+1,286,32613F-HR/ATimelineGroup
Fisher Asset Management, LLC4,961,552$248M0.1%-244,43113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,032,173$201M0.02%-847,52913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,425,397$171M0.04%+339,94013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,701,621$135M0.03%+29,33213F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,493,230$125M0.03%+79,06613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,253,626$113M0.04%13F-HR/ATimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,662,671$84.4M3.99%-71,22413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,249,612$62.4M0.01%-107,96713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,210,845$60.5M0.38%+411,03213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,175,349$58.7M+9,061Timeline
GPS Wealth Strategies Group, LLC1,174,985$58.7M7.54%+89,39213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,139,420$56.9M0.13%+193,39913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,102,999$55.1M0.01%+651,10913F-HRTimelineGroup
Principle Wealth Partners LLC1,092,153$54.6M3.83%+112,14713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,088,412$54.4M0.1%+313,70013F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.1,074,927$53.7M0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,065,550$53.2M0.12%+345,35013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,008,070$50.4M0.05%+66,64013F-HRTimelineGroup
Clearstead Advisors, LLC979,908$49M0.75%-16,20113F-HRTimeline
One Capital Management, LLC964,964$48.2M1.6%-14,17413F-HRTimeline
HighTower Advisors, LLC951,487$47.5M0.07%+26,16613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…837,756$41.8M0.08%+27,27813F-HRTimelineGroup
Private Advisor Group, LLC822,080$41.1M0.23%+122,29413F-HRTimeline
Independent Advisor Alliance777,780$38.9M0.51%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO776,515$38.8M<0.01%+52,83713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC690,387$34.5M0.12%+89,23013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding615,664$30.8M+185,281Timeline
Cambridge Investment Research Advisors,…569,174$28.4M0.1%+96,22713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.563,479$28.2M0.05%+10,37713F-HRTimelineGroup
Apexium Financial, LP543,733$27.2M1.65%-95513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…527,857$26.4M0.02%+52,25913F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC478,640$24.6M6.35%+8,02413F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC461,529$23.1M0.03%+52,90013F-HRTimeline
Integrated Wealth Concepts LLC456,028$22.8M0.26%+273,53413F-HRTimeline
Cedar Wealth Management, LLC420,427$21M7.59%+55,22913F-HRTimeline
Redhawk Wealth Advisors, Inc.404,829$20.2M2.73%+13,11413F-HRTimeline
Core Wealth Advisors, Inc.386,588$19.3M6.37%+2,96213F-HRTimeline
Cetera Investment Advisers362,609$18.1M0.04%+74,48113F-HRTimeline
Segment Wealth Management, LLC300,905$15M1.02%+4,26513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…289,000$14.5M0.06%-43,00013F-HRTimelineGroup
Global Retirement Partners, LLC290,268$14.5M0.42%+35,46913F-HRTimeline
Bricktown Capital, LLC283,766$14.2M2.96%013F-HRTimeline
JSF Financial, LLC277,942$13.9M3.71%+2,95413F-HRTimeline
OneDigital Investment Advisors LLC270,932$13.5M0.16%-12,24713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM266,000$13.3M2.15%new13F-HRTimelineGroup
Wolf Group Capital Advisors35,642$12.5M6.03%013F-HRTimeline
POM Investment Strategies, LLC245,104$12.2M9.22%+3,10813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…242,117$12.1M0.03%+43,91513F-HRTimelineGroup
Asset Allocation Strategies LLC229,661$11.7M2.82%-2,73013F-HRTimeline
PMG Wealth Management, Inc.225,704$11.3M10.27%13F-HRTimeline
Stenger Family Office, LLC225,683$11.3M3.83%13F-HRTimeline
CENTAURUS FINANCIAL, INC.223,347$11.2M0.68%-1,62413F-HRTimeline
Financial Advocates Investment Manageme…216,364$10.8M0.62%+38,87013F-HRTimeline
Sanctuary Advisors, LLC211,233$10.8M0.07%+108,38513F-HRTimeline
IFG Advisory, LLC209,361$10.5M0.59%+127,33213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC203,947$10.2M0.62%+30,59513F-HRTimeline
Cyr Financial Inc.201,621$10.1M9.19%+42,44313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV196,651$9.82M0.02%+4,89113F-HRTimeline
Avestar Capital, LLC190,527$9.52M0.86%+1,43013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.181,510$9.07M0.09%+48,92013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP179,895$8.99M0.01%+91,69013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth179,714$8.98M0.02%+109,78713F-HR/ATimelineGroup
WIN ADVISORS, INC177,087$8.85M4.28%new13F-HRTimeline
Aspire Capital Advisors LLC177,081$8.85M2.53%+22,34913F-HRTimeline
World Investment Advisors173,165$8.65M0.24%-5613F-HRTimeline
Farther Finance Advisors, LLC168,789$8.43M0.3%+35,35913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC168,163$8.4M2.74%+2,45713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC168,010$8.39M0.08%+1,26313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC167,899$8.39M0.05%+96,56213F-HRTimelineGroup
KPP Advisory Services LLC167,776$8.38M1.98%+6,99713F-HRTimeline
Steward Partners Investment Advisory, L…166,038$8.3M0.07%+17,88013F-HRTimeline
Consolidated Portfolio Review Corp162,110$8.1M1.28%+1,79213F-HRTimeline
PFG Advisors161,985$8.09M0.5%+155,52013F-HRTimeline
Mariner, LLCin group Mariner, LLC154,047$7.7M0.01%+74,72713F-HRTimelineGroup
Seros Financial, LLC166,039$7.6M6.84%13F-HRTimeline
GeoWealth Management, LLC151,572$7.57M0.25%+96,24013F-HRTimeline
Waterloo Capital, L.P.150,453$7.52M0.79%new13F-HRTimeline
Fortis Group Advisors, LLC145,459$7.27M1.35%+4,79613F-HRTimeline
Jackson Wealth Management, LLC140,525$7.02M0.8%+37613F-HRTimeline
D.A. DAVIDSON & CO.137,318$6.86M0.06%-27,00613F-HRTimeline
MGO ONE SEVEN LLC136,634$6.83M0.26%+6,77913F-HRTimeline
NewEdge Advisors, LLC128,940$6.44M0.04%+30,35013F-HRTimeline
Leo Wealth, LLC125,583$6.27M0.56%+1,01113F-HRTimeline
Crescent Grove Advisors, LLC120,740$6.03M0.6%-1,67413F-HRTimeline
TAP Consulting, LLC120,442$6.02M1.23%+16,11713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…116,556$5.82M0.16%+50,32213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC112,400$5.62M0.01%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC111,657$5.58M2.99%+16,45213F-HRTimeline
Pinnacle Family Advisors, LLC111,655$5.58M2.7%+1,24213F-HRTimeline
Sage Mountain Advisors LLC106,366$5.31M0.39%013F-HRTimeline
MEANS INVESTMENT CO., INC.103,715$5.18M0.54%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.101,196$5.06M1.19%+67,77613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC99,197$4.96M0.11%+41813F-HRTimelineGroup
SignalPoint Asset Management, LLC96,922$4.84M1.18%+5,66913F-HRTimeline
Snowden Capital Advisors LLC94,917$4.74M0.15%+53,60813F-HRTimeline
Atria Wealth Solutions, Inc.94,070$4.7M0.05%+21,96213F-HRTimeline
Atria Investments, Inc92,606$4.63M0.06%-2,71413F-HRTimeline
PAX Financial Group, LLC91,036$4.55M0.81%-15713F-HRTimeline
Federation des caisses Desjardins du Qu…90,321$4.51M0.02%+27,41413F-HRTimeline
Bawa N Mallick Trust90,000$4.5M1.97%13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …88,179$4.41M0.67%+41,59413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC88,135$4.4M2.74%+74,29913F-HRTimeline
Client First Capital LLC87,582$4.38M2.25%+5,97713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…87,092$4.35M0.1%-84813F-HRTimelineGroup
Sigma Planning Corp85,567$4.27M0.13%-44,22013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management84,818$4.24M0.06%-6,85713F-HRTimelineGroup
Truvestments Capital LLC83,961$4.19M1.08%+3,73513F-HRTimeline
RiverTree Advisors, LLC83,805$4.19M2.75%+76,51313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC80,325$4.01M0.29%-2,12613F-HRTimeline
Institute for Wealth Management, LLC.78,536$3.92M0.49%+6,53113F-HRTimeline
Arete Wealth Advisors, LLC77,363$3.88M0.28%+38,31513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.75,000$3.75M0.18%+21,44113F-HRTimeline
HBW ADVISORY SERVICES LLC73,961$3.7M0.38%+6,27813F-HRTimeline
Comprehensive Financial Planning, Inc./…73,042$3.65M3.08%13F-HRTimeline
RIA Advisory Group LLC72,241$3.61M1.23%-5,63913F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC72,076$3.6M1.9%+1,44913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,388$3.57M0.01%-25,03513F-HRTimelineGroup
Elevation Capital Advisory, LLC71,019$3.55M1.52%+65,08713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.68,556$3.43M0.02%+26,16013F-HRTimeline
Hutchens & Kramer Investment Management…66,714$3.33M1.81%-2,56013F-HRTimeline
Copia Wealth Management66,351$3.31M3.15%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC64,356$3.22M0.11%013F-HRTimeline
LWM Advisory Services, LLC64,335$3.21M2.23%+6,86413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …63,690$3.18M0.05%+3,40113F-HRTimelineGroup
Laraway Financial Advisors Inc62,356$3.12M2.4%+2,68213F-HRTimeline
Cresta Advisors, Ltd.62,559$2.97M1.55%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/58,626$2.93M<0.01%+82013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC55,000$2.75M<0.01%+20,00013F-HRTimelineGroup
McAdam, LLC53,684$2.68M0.15%-2,45313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding53,663$2.68M+10,558Timeline
&PARTNERS53,108$2.68M0.03%-7,83113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…52,844$2.64M0.09%+6,67813F-HRTimelineGroup
SAPIENT CAPITAL LLC51,638$2.58M0.05%-23,50213F-HRTimeline
ShoreHaven Wealth Partners, LLC50,581$2.53M1.19%+88913F-HRTimeline
Janney Montgomery Scott LLC50,551$2.53M0.01%+6,13313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC50,516$2.52M2.01%+17,90113F-HRTimeline
Dana Investment Advisors, Inc.49,081$2.45M0.08%+1,76113F-HRTimeline
CWM, LLCin group CWM, LLC48,959$2.45M0.01%+16,18213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.47,727$2.38M0.1%-5813F-HRTimeline
Aptus Capital Advisors, LLC47,634$2.38M0.03%-55413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…45,423$2.33M0.13%-8,22313F-HRTimeline
Per Stirling Capital Management, LLC.45,799$2.29M0.32%+17,66213F-HRTimeline
Sowell Financial Services LLC45,546$2.28M0.12%new13F-HRTimeline
Perennial Investment Advisors, LLC44,936$2.25M0.26%+21,44013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV43,115$2.15M0.95%+36,85013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.42,950$2.15M1.2%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.42,656$2.13M0.23%13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC42,645$2.13M1.98%-143,25913F-HRTimeline
Carr Financial Group Corp42,632$2.13M0.67%-19313F-HRTimeline
Goodwin Investment Advisory42,567$2.13M1.11%013F-HRTimeline
Milestone Asset Management Group, LLC42,281$2.11M1.89%13F-HRTimeline
FMR LLCin group FMR LLC42,158$2.11M<0.01%+4,61713F-HRTimelineGroup
Belpointe Asset Management LLC43,341$2.02M0.12%-23,14613F-HRTimeline
Fortis Capital Advisors, LLC43,341$2.02M0.69%-23,14613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,093$2M0.15%+5,01413F-HRTimeline
Greystone Financial Group, LLC39,102$1.95M0.34%+1,18413F-HRTimeline
Clear Creek Financial Management, LLC39,068$1.95M0.21%new13F-HRTimeline
Financial Partners Group, LLC39,037$1.95M0.81%-1,85013F-HRTimeline
Wealthspire Retirement, LLC38,747$1.94M0.15%-65713F-HRTimeline
WMG Financial Advisors, LLC38,720$1.93M0.83%-21613F-HRTimeline
MOLLER WEALTH PARTNERS38,457$1.92M0.51%+8,37213F-HRTimeline
Heritage Wealth Partners, LLC38,115$1.9M2.39%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,051$1.85M<0.01%+27,39113F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…36,958$1.85M1.4%13F-HR/ATimelineGroup
GREENLEAF TRUST35,220$1.76M0.02%013F-HRTimeline
Aurora Private Wealth, Inc.35,038$1.75M1.31%+5313F-HRTimeline
Cannon Advisors, Inc.34,683$1.73M1.47%+3,36913F-HRTimeline
Walker Asset Management, LLC34,479$1.72M1.06%+1,06413F-HRTimeline
NTV Asset Management LLC34,158$1.71M0.23%+4,40613F-HRTimeline
Smith Anglin Financial, LLC33,903$1.69M0.16%+4913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,580$1.68M<0.01%+8,88013F-HRTimelineGroup
Creative Planningin group Creative Planning33,381$1.67M<0.01%+5,17913F-HRTimelineGroup
Compass Ion Advisors, LLC33,260$1.66M0.2%+12,96413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC32,520$1.62M<0.01%-2,59713F-HRTimelineGroup
Diversified Enterprises, LLC32,343$1.62M0.15%+1,55113F-HRTimeline
Ethos Financial Group, LLC32,200$1.61M0.21%+12,59813F-HRTimeline
Elios Financial Group Inc.31,678$1.58M0.75%-7813F-HRTimeline
U.S. Capital Wealth Advisors, LLC31,384$1.57M0.05%+12,73313F-HRTimeline
FWG Investments, LLC.31,272$1.56M1.21%+4,35613F-HRTimeline
Foundations Investment Advisors, LLC31,132$1.56M0.03%+8,37413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,100$1.55M0.4%013F-HR/ATimeline
Avior Wealth Management, LLC31,076$1.55M0.06%-1,20113F-HRTimeline
EP Wealth Advisors, LLC30,374$1.52M0.01%+14,81313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,348$1.52M<0.01%+3,79813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,649$1.48M<0.01%+42613F-HRTimelineGroup
Capital Wealth Alliance, LLC29,473$1.47M0.83%+5,65313F-HRTimeline
Ashton Thomas Private Wealth, LLC28,846$1.44M0.06%new13F-HRTimeline
City Center Advisors, LLC26,866$1.34M1.51%new13F-HRTimeline
NFSG Corp26,812$1.34M0.34%+1,62413F-HRTimeline
MONECO ADVISORS, LLC26,796$1.34M0.14%+2,77013F-HR/ATimeline
Perigon Wealth Management, LLC26,323$1.31M0.03%+16,49613F-HRTimeline
Sequoia Financial Advisors, LLC25,840$1.29M0.01%+4413F-HR/ATimeline
Mutual Advisors, LLC25,801$1.29M0.04%-5,76513F-HRTimeline
PSI Advisors, LLC25,296$1.26M0.38%+49713F-HRTimeline
WEDBUSH SECURITIES INC25,229$1.26M0.04%+8,06513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,549$1.23M<0.01%+61013F-HRTimelineGroup
Orion Porfolio Solutions, LLC24,531$1.23M0.01%+5,08113F-HRTimeline
Orion Portfolio Solutions, LLC24,531$1.23M0.01%+5,08113F-HRTimeline