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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

521 managers (524 13F filers) reported a position in XLG shares at 2025-03-31, 115,937,832 shares in all. 101 filers opened a position and 48 filers sold out during the quarter.

Managers
521
13F filers
524
New
101
Added
192
Reduced
157
Sold out
48
Shares held by filers
115,937,832

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC10,622,082$489M0.19%+847,02513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,141,837$329M0.02%+171,42613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,239,030$195M0.02%+206,85713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,363,435$155M0.03%+2,288,50813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,269,317$150M0.04%-156,08013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,505,947$115M0.22%+1,417,53513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,402,369$111M0.02%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,290,900$105M0.02%-202,33013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,279,275$105M0.04%+25,64913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,915,050$88.1M0.19%+849,50013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,867,009$85.9M0.01%+1,090,49413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,720,414$79.2M0.06%+1,192,55713F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,712,968$78.8M3.86%+50,29713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,672,101$77M+496,752Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,472,167$67.9M0.02%-1,229,45413F-HRTimelineGroup
Principle Wealth Partners LLC1,449,886$66.7M4.77%+357,73313F-HRTimeline
MEANS INVESTMENT CO., INC.1,267,671$58.3M6.2%+1,163,95613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,249,079$57.5M0.01%-53313F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,236,013$56.9M7.67%+61,02813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,234,143$56.8M0.33%+23,29813F-HRTimelineGroup
Private Advisor Group, LLC1,127,628$51.9M0.31%+305,54813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,074,003$49.4M0.11%-65,41713F-HRTimelineGroup
Bogart Wealth, LLC1,044,004$48M2.27%+1,038,14813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,009,108$46.4M0.05%+1,03813F-HRTimelineGroup
Clearstead Advisors, LLC936,481$43.1M0.67%-43,42713F-HRTimeline
One Capital Management, LLC928,681$42.7M1.44%-36,28313F-HRTimeline
MML INVESTORS SERVICES, LLC764,403$35.2M0.12%+74,01613F-HRTimeline
Cambridge Investment Research Advisors,…545,834$25.1M0.08%-23,34013F-HRTimeline
Sanctuary Advisors, LLC542,511$25M0.18%+331,27813F-HRTimeline
Apexium Financial, LP540,943$24.9M1.48%-2,79013F-HRTimeline
Integrated Wealth Concepts LLC532,591$24.5M0.29%+76,56313F-HRTimeline
Cetera Investment Advisers532,495$24.5M0.05%+169,88613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC532,214$24.5M8.4%+53,57413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding531,529$24.5M-84,135Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.529,140$24.4M0.05%-34,33913F-HRTimelineGroup
Cedar Wealth Management, LLC466,305$21.5M7.63%+45,87813F-HRTimeline
HighTower Advisors, LLC419,997$19.3M0.03%-531,49013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC403,670$18.6M0.03%-57,85913F-HRTimeline
Core Wealth Advisors, Inc.376,472$17.3M5.51%-10,11613F-HRTimeline
Advocacy Wealth Management, LLC348,638$16M1.09%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC339,471$15.6M<0.01%-763,52813F-HR/ATimelineGroup
Austin Private Wealth, LLC331,086$15.2M1.37%new13F-HRTimeline
Wolf Group Capital Advisors318,090$14.6M4.92%+282,44813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP315,657$14.5M0.01%+135,76213F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.301,329$13.9M0.55%+258,67313F-HRTimeline
Segment Wealth Management, LLC295,580$13.6M0.92%-5,32513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…289,484$13.3M0.03%+47,36713F-HRTimelineGroup
OneDigital Investment Advisors LLC286,014$13.2M0.16%+15,08213F-HRTimeline
Bricktown Capital, LLC283,766$13.1M2.45%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…283,000$13M0.05%-6,00013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.280,592$12.9M0.12%+99,08213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC257,456$11.8M0.01%+240,46113F-HRTimelineGroup
Farther Finance Advisors, LLC255,644$11.8M0.3%+86,85513F-HRTimeline
Asset Allocation Strategies LLC237,811$10.9M2.72%+8,15013F-HRTimeline
Summit Financial, LLC234,925$10.8M0.3%new13F-HRTimeline
IFG Advisory, LLC231,508$10.7M0.59%+22,14713F-HRTimeline
CENTAURUS FINANCIAL, INC.226,110$10.4M0.63%+2,76313F-HRTimeline
PMG Wealth Management, Inc.225,937$10.4M11.04%+23313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC221,824$10.2M2.83%+53,66113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC220,403$10.1M0.63%+16,45613F-HRTimeline
Mariner, LLCin group Mariner, LLC217,924$10M0.02%+63,87713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC216,575$9.97M0.05%+48,67613F-HRTimelineGroup
MANCHESTER FINANCIAL INC206,869$9.52M2.14%new13F-HRTimeline
Cyr Financial Inc.201,945$9.29M8.3%+32413F-HR/ATimeline
Atria Investments, Inc201,486$9.27M0.12%+108,88013F-HRTimeline
Financial Advocates Investment Manageme…190,605$8.77M0.62%-25,75913F-HRTimeline
Avestar Capital, LLC183,058$8.42M0.8%-7,46913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC182,870$8.42M0.02%+149,29013F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV176,670$8.13M0.02%-19,98113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth176,602$8.13M0.02%-3,11213F-HR/ATimelineGroup
World Investment Advisors172,918$7.96M0.21%-24713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …168,145$7.78M0.61%new13F-HRTimeline
NewEdge Advisors, LLC165,679$7.62M0.05%+36,73913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM164,725$7.58M1.1%-101,27513F-HRTimelineGroup
JSF Financial, LLC162,054$7.46M1.97%-115,88813F-HRTimeline
Fisher Asset Management, LLC159,900$7.36M<0.01%-4,801,65213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC158,770$7.31M0.07%-9,24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…148,284$6.82M0.01%+76,89613F-HRTimelineGroup
KPP Advisory Services LLC144,127$6.63M1.26%-23,64913F-HRTimeline
D.A. DAVIDSON & CO.141,913$6.53M0.05%+4,59513F-HRTimeline
Waterloo Capital, L.P.140,302$6.46M0.6%-10,15113F-HRTimeline
Jackson Wealth Management, LLC140,083$6.45M0.78%-44213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …135,266$6.22M0.95%+47,08713F-HRTimeline
Gladstone Institutional Advisory LLC133,583$6.15M0.29%+126,91113F-HRTimeline
Seros Financial, LLC130,353$6M4.48%-35,68613F-HRTimeline
Keystone Financial Group121,758$5.6M0.57%+98,24413F-HRTimeline
Physician Wealth Advisors, Inc.121,001$5.57M0.96%new13F-HRTimeline
Crescent Grove Advisors, LLC118,781$5.47M0.57%-1,95913F-HRTimeline
Consolidated Portfolio Review Corp118,462$5.45M0.87%-43,64813F-HRTimeline
Client First Capital LLC117,853$5.42M2.78%+30,27113F-HRTimeline
Horst & Graben Wealth Management LLC116,236$5.35M0.96%new13F-HRTimeline
Leo Wealth, LLC115,880$5.33M0.77%-9,70313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100,047$5M0.11%+85013F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC107,239$4.94M2.36%+56,65813F-HRTimeline
Sage Mountain Advisors LLC106,366$4.89M0.36%013F-HRTimeline
Pinnacle Family Advisors, LLC106,088$4.88M2.65%-5,56713F-HRTimeline
MGO ONE SEVEN LLC104,103$4.79M0.19%-32,53113F-HRTimeline
One Wealth Advisors, LLC103,956$4.78M0.71%new13F-HRTimeline
Aspire Capital Advisors LLC103,712$4.77M1.42%-73,36913F-HRTimeline
Atria Wealth Solutions, Inc.101,922$4.69M0.06%+7,85213F-HRTimeline
Janney Montgomery Scott LLC100,537$4.63M0.01%+49,98613F-HRTimeline
Stonebrook Private Inc.98,842$4.55M1.18%new13F-HRTimeline
PAX Financial Group, LLC95,905$4.41M0.78%+4,86913F-HRTimeline
GeoWealth Management, LLC93,437$4.3M0.17%-58,13513F-HRTimeline
Comprehensive Financial Planning, Inc./…91,580$4.21M4.1%+18,53813F-HRTimeline
CFS Investment Advisory Services, LLC91,499$4.21M0.37%new13F-HRTimeline
Truvestments Capital LLC90,682$4.17M0.91%+6,72113F-HRTimeline
Bawa N Mallick Trust90,000$4.14M1.96%013F-HRTimeline
Opus Capital Group, LLC88,304$4.06M0.52%+73,76413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,076$4.05M0.05%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…87,082$4.01M0.09%-1013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…86,645$3.99M0.02%-3,67613F-HRTimeline
CWM, LLCin group CWM, LLC85,781$3.95M0.02%+36,82213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC84,287$3.88M0.01%+75,67813F-HRTimelineGroup
Foundations Investment Advisors, LLC81,028$3.73M0.07%+49,89613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC80,538$3.71M0.27%+21313F-HRTimeline
Sigma Planning Corp79,631$3.66M0.12%-5,93613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…78,987$3.63M0.09%-37,56913F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.77,920$3.59M0.18%+2,92013F-HRTimeline
Ackerman Asset Management, LLC77,779$3.58M3.24%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.76,975$3.54M0.02%+8,41913F-HRTimeline
Institute for Wealth Management, LLC.76,939$3.54M0.46%-1,59713F-HRTimeline
RIA Advisory Group LLC73,905$3.4M1.11%+1,66413F-HRTimeline
AE Wealth Management LLC73,784$3.4M0.03%+61,11313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC70,064$3.22M1.71%-2,01213F-HRTimeline
Hutchens & Kramer Investment Management…67,310$3.1M1.7%+59613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,873$3.07M0.01%-775,88313F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…65,923$3.03M0.03%-100,11513F-HRTimeline
Copia Wealth Management65,917$3.03M2.81%-43413F-HRTimeline
HBW ADVISORY SERVICES LLC65,031$2.99M0.43%-8,93013F-HRTimeline
KCM INVESTMENT ADVISORS LLC64,356$2.96M0.11%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …64,244$2.96M0.04%+55413F-HRTimelineGroup
Laraway Financial Advisors Inc64,079$2.95M2.34%+1,72313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP63,957$2.94M<0.01%+34,30813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…60,216$2.85M0.12%+7,37213F-HRTimelineGroup
Snowden Capital Advisors LLC61,731$2.84M0.09%-33,18613F-HRTimeline
City Center Advisors, LLC61,459$2.83M3.3%+34,59313F-HRTimeline
Prostatis Group LLC60,480$2.78M0.88%+42,35713F-HRTimeline
Focus Financial Network, Inc.58,641$2.7M0.11%+44,35813F-HRTimeline
Arete Wealth Advisors, LLC57,975$2.67M0.2%-19,38813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/57,522$2.65M<0.01%-1,10413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC56,416$2.6M0.1%+27,57013F-HRTimeline
Vertex Planning Partners, LLC54,359$2.5M0.55%new13F-HRTimeline
Cresta Advisors, Ltd.53,817$2.48M1.28%-8,74213F-HRTimeline
Sowell Financial Services LLC53,555$2.46M0.11%+8,00913F-HRTimeline
Dana Investment Advisors, Inc.51,276$2.36M0.08%+2,19513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding50,916$2.34M-2,747Timeline
McAdam, LLC50,863$2.34M0.14%-2,82113F-HRTimeline
&PARTNERS50,768$2.33M0.02%-2,34013F-HRTimeline
PFG Advisors49,868$2.29M0.13%-112,11713F-HRTimeline
Fortis Group Advisors, LLC49,280$2.27M0.44%-96,17913F-HRTimeline
SAPIENT CAPITAL LLC48,809$2.25M0.04%-2,82913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…48,224$2.22M1.77%+11,26613F-HRTimelineGroup
McNaughton Wealth Management, LLC47,910$2.2M1.07%new13F-HRTimeline
Hobbs Wealth Management, LLC47,469$2.18M2.42%new13F-HR/ATimeline
Maia Wealth LLC48,720$2.18M0.49%+34,41813F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV46,247$2.13M0.98%+3,13213F-HRTimeline
Milestone Asset Management Group, LLC43,991$2.02M1.83%+1,71013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV43,926$2.02M0.15%+3,83313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,889$2.02M0.03%-40,92913F-HRTimelineGroup
M1 Capital Management LLC43,266$1.99M1.25%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,923$1.97M0.18%+23,16713F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,647$1.96M0.06%+42,13413F-HRTimelineGroup
FMR LLCin group FMR LLC42,346$1.95M<0.01%+18813F-HRTimelineGroup
LWM Advisory Services, LLC41,964$1.93M1.34%-22,37113F-HRTimeline
Clear Creek Financial Management, LLC41,762$1.92M0.2%+2,69413F-HRTimeline
CW Advisors, LLC41,241$1.9M0.02%new13F-HRTimeline
Summit Financial Consulting LLC41,076$1.89M1.75%13F-HRTimeline
COMERICA BANK41,039$1.89M0.01%+16,86413F-HRTimeline
Balance Wealth Partners LLC40,692$1.87M1.22%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,549$1.87M0.06%+17,50013F-HRTimeline
Redhawk Wealth Advisors, Inc.40,232$1.85M0.25%-364,59713F-HRTimeline
J.W. COLE ADVISORS, INC.40,041$1.84M0.06%-7,68613F-HRTimeline
U.S. Capital Wealth Advisors, LLC39,886$1.84M0.06%+8,50213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39,837$1.83M<0.01%+15,28813F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.39,598$1.82M0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.39,310$1.81M0.15%+39,26813F-HRTimeline
Perigon Wealth Management, LLC38,970$1.79M0.05%+12,64713F-HRTimeline
MOLLER WEALTH PARTNERS38,491$1.77M0.44%+3413F-HRTimeline
WMG Financial Advisors, LLC38,240$1.76M0.75%-48013F-HRTimeline
Wealthspire Retirement, LLC37,875$1.74M0.14%-87213F-HRTimeline
Tradition Wealth Management, LLC37,804$1.74M0.15%new13F-HRTimeline
Mutual Advisors, LLC38,063$1.74M0.05%+12,26213F-HRTimeline
Goodwin Investment Advisory36,660$1.69M2.62%-5,90713F-HRTimeline
Greystone Financial Group, LLC35,957$1.65M0.3%-3,14513F-HRTimeline
GREENLEAF TRUST35,220$1.62M0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC35,087$1.61M0.25%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC35,052$1.61M1.4%-7,59313F-HRTimeline
Cannon Advisors, Inc.35,049$1.61M1.49%+36613F-HRTimeline
Ethos Financial Group, LLC32,200$1.61M0.15%013F-HRTimeline
Walker Asset Management, LLC34,761$1.6M0.97%+28213F-HRTimeline
Financial Partners Group, LLC34,628$1.59M0.69%-4,40913F-HRTimeline
WEDBUSH SECURITIES INC34,371$1.58M0.06%+9,14213F-HRTimeline
NTV Asset Management LLC33,858$1.56M0.21%-30013F-HRTimeline
Smith Anglin Financial, LLC33,492$1.54M0.16%-41113F-HRTimeline
Compass Ion Advisors, LLC33,260$1.53M0.18%013F-HRTimeline
Creative Planningin group Creative Planning32,962$1.52M<0.01%-41913F-HRTimelineGroup
Elios Financial Group Inc.32,612$1.5M0.74%+93413F-HRTimeline
Diversified Enterprises, LLC32,572$1.5M0.13%+22913F-HRTimeline
Carr Financial Group Corp32,105$1.48M0.48%-10,52713F-HRTimeline