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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

550 managers (553 13F filers) reported a position in XLG shares at 2025-06-30, 95,948,035 shares in all. 70 filers opened a position and 48 filers sold out during the quarter.

Managers
550
13F filers
553
New
70
Added
247
Reduced
158
Sold out
48
Shares held by filers
95,948,035

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC10,803,253$563M0.19%+181,17113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,624,238$345M0.02%-517,59913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,957,282$206M0.02%-281,74813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,563,783$186M0.04%+294,46613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,867,532$149M0.05%+588,25713F-HRTimelineGroup
Principle Wealth Partners LLC2,682,223$140M8.73%+1,232,33713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,464,746$128M0.01%+597,73713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,464,075$128M0.02%+61,70613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,428,269$128M0.21%-77,67813F-HRTimeline
UBS Group AGin group UBS Group AG2,295,131$120M0.02%+4,23113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,785,617$93M+113,516Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,740,907$90.7M4.08%+27,93913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,732,530$90.3M0.02%+483,45113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,680,724$87.6M0.06%-39,69013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,566,664$81.3M0.02%+94,49713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,493,050$77.8M0.14%-422,00013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.1,360,928$70.9M6.72%+93,25713F-HRTimeline
GPS Wealth Strategies Group, LLC1,333,341$69.5M8%+97,32813F-HRTimeline
Private Advisor Group, LLC1,326,617$69.1M0.37%+198,98913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,258,773$65.6M0.34%+24,63013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,172,699$61.1M0.11%+98,69613F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.1,140,369$59.4M0.01%-2,223,06613F-HRTimelineGroup
Bogart Wealth, LLC1,084,518$56.5M2.42%+40,51413F-HRTimeline
Clearstead Advisors, LLC916,957$47.8M0.67%-19,52413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP913,960$47.6M0.05%-95,14813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC791,812$41.3M0.12%+27,40913F-HRTimeline
Demars Financial Group, LLC738,447$38.5M14.78%-27,338,61513F-HRTimeline
CW Advisors, LLC719,865$37.5M0.36%+678,62413F-HRTimeline
Sanctuary Advisors, LLC714,909$37.2M0.23%+172,39813F-HRTimeline
Advocacy Wealth Management, LLC699,173$36.4M2.24%+350,53513F-HRTimeline
HighTower Advisors, LLC683,314$35.6M0.04%+263,31713F-HRTimeline
Integrated Wealth Concepts LLC630,288$32.8M0.33%+97,69713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding620,625$32.3M+89,096Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…581,964$30.3M0.11%+298,96413F-HRTimelineGroup
Apexium Financial, LP555,497$28.9M1.54%+14,55413F-HRTimeline
Cetera Investment Advisers532,836$27.8M0.05%+34113F-HRTimeline
Austin Private Wealth, LLC527,918$27.5M2.18%+196,83213F-HRTimeline
Gladstone Institutional Advisory LLC504,830$26.3M1.09%+371,24713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC482,525$25.1M0.03%+78,85513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC479,979$25M8.81%-52,23513F-HRTimeline
Cedar Wealth Management, LLC477,174$24.9M8.42%+10,86913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP475,445$24.7M0.02%+159,78813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.391,908$20.4M0.04%-137,23213F-HRTimelineGroup
Cambridge Investment Research Advisors,…382,892$19.9M0.06%-162,94213F-HRTimeline
Core Wealth Advisors, Inc.361,470$18.8M5.41%-15,00213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC345,272$18M<0.01%+5,80113F-HRTimelineGroup
Global Retirement Partners, LLC331,025$17.2M0.43%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC322,811$16.8M0.01%+65,35513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC322,492$16.8M0.08%+105,91713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…299,364$15.6M0.03%+9,88013F-HR/ATimelineGroup
Segment Wealth Management, LLC299,338$15.6M0.99%+3,75813F-HRTimeline
One Capital Management, LLC286,865$14.9M0.52%-641,81613F-HRTimeline
Bricktown Capital, LLC283,766$14.8M2.68%013F-HRTimeline
EP Wealth Advisors, LLC283,259$14.8M0.1%+258,89213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.262,464$13.7M0.11%-18,12813F-HRTimelineGroup
Farther Finance Advisors, LLC255,605$13.3M0.27%-3913F-HRTimeline
Stenger Family Office, LLC245,428$13.2M3.41%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …253,034$13.2M0.86%+84,88913F-HR/ATimeline
IFG Advisory, LLC246,814$12.9M0.65%+15,30613F-HRTimeline
Cyr Financial Inc.234,611$12.2M9.44%+32,66613F-HRTimeline
PMG Wealth Management, Inc.230,328$12M9.9%+4,39113F-HRTimeline
OneDigital Investment Advisors LLC222,264$11.6M0.13%-63,75013F-HRTimeline
NewEdge Advisors, LLC218,162$11.4M0.06%+52,48313F-HRTimeline
Avestar Capital, LLC210,218$11M0.8%+27,16013F-HRTimeline
Summit Financial, LLC209,126$10.9M0.25%-25,79913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC207,801$10.8M2.65%-14,02313F-HRTimeline
CENTAURUS FINANCIAL, INC.201,811$10.5M0.61%-24,29913F-HRTimeline
POM Investment Strategies, LLC201,204$10.5M7.49%+196,89613F-HRTimeline
Asset Allocation Strategies LLC200,122$10.4M2.3%-37,68913F-HRTimeline
Mariner, LLCin group Mariner, LLC199,483$10.4M0.02%-18,44113F-HRTimelineGroup
World Investment Advisors194,724$10.1M0.23%+21,80613F-HRTimeline
Atria Investments, Inc193,809$10.1M0.12%-7,67713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC187,075$9.75M0.68%-33,32813F-HRTimeline
Horst & Graben Wealth Management LLC186,806$9.73M1.61%+70,57013F-HRTimeline
Physician Wealth Advisors, Inc.185,500$9.66M1.52%+64,49913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV173,819$9.06M0.02%-2,85113F-HRTimeline
JSF Financial, LLC171,132$8.92M2.12%+9,07813F-HRTimeline
Elevation Capital Advisory, LLC168,765$8.79M3.52%+159,02613F-HRTimeline
Keystone Financial Group167,415$8.72M0.79%+45,65713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC157,862$8.22M0.07%-90813F-HRTimeline
CFS Investment Advisory Services, LLC157,264$8.19M0.67%+65,76513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …151,238$7.88M1.36%+15,97213F-HRTimeline
One Wealth Advisors, LLC150,305$7.83M1.09%+46,34913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC147,063$7.66M1.85%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM164,725$7.58M1.03%013F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC143,441$7.47M3.06%+36,20213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…140,585$7.32M0.14%+61,59813F-HRTimelineGroup
Jackson Wealth Management, LLC139,449$7.26M0.79%-63413F-HRTimeline
D.A. DAVIDSON & CO.136,937$7.13M0.05%-4,97613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP136,616$7.12M0.01%new13F-HRTimelineGroup
Seros Financial, LLC135,862$7.08M4.49%+5,50913F-HRTimeline
KPP Advisory Services LLC134,614$7.01M1.16%-9,51313F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/133,028$6.93M<0.01%+75,50613F-HRTimelineGroup
AE Wealth Management LLC126,429$6.59M0.05%+52,64513F-HRTimeline
Mutual Advisors, LLC122,335$6.58M0.16%+84,27213F-HRTimeline
Leo Wealth, LLC125,795$6.55M0.51%+9,91513F-HRTimeline
Consolidated Portfolio Review Corp123,060$6.41M0.89%+4,59813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC119,509$6.23M0.06%+31,43313F-HRTimelineGroup
Client First Capital LLC118,806$6.19M2.91%+95313F-HRTimeline
Crescent Grove Advisors, LLC117,638$6.13M0.59%-1,14313F-HRTimeline
Janney Montgomery Scott LLC107,362$5.59M0.01%+6,82513F-HRTimeline
Sage Mountain Advisors LLC105,683$5.51M0.36%-68313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC101,435$5.28M0.1%+1,38813F-HRTimelineGroup
Western Wealth Management, LLC101,042$5.26M0.31%new13F-HRTimeline
Stonebrook Private Inc.100,955$5.26M1.23%+2,11313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/100,600$5.24M2.2%+88,35013F-HR/ATimelineGroup
PAX Financial Group, LLC98,648$5.14M0.98%+2,74313F-HRTimeline
MGO ONE SEVEN LLC97,386$5.07M0.16%-6,71713F-HRTimeline
TSFG, LLC96,021$5M0.91%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…91,481$4.77M3.75%-9913F-HRTimeline
CWM, LLCin group CWM, LLC90,282$4.7M0.02%+4,50113F-HRTimelineGroup
Bawa N Mallick Trust90,000$4.69M1.94%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…89,186$4.65M0.1%+2,10413F-HRTimelineGroup
McNaughton Wealth Management, LLC88,173$4.59M2.05%+40,26313F-HRTimeline
Financial Advocates Investment Manageme…86,963$4.53M0.37%-103,64213F-HRTimeline
Aspire Capital Advisors LLC86,187$4.49M1.24%-17,52513F-HRTimeline
Vertex Planning Partners, LLC84,042$4.38M0.91%+29,68313F-HRTimeline
Truvestments Capital LLC83,856$4.37M0.87%-6,82613F-HRTimeline
Financial Partners Group, LLC83,827$4.37M1.58%+49,19913F-HRTimeline
Pinnacle Family Advisors, LLC81,722$4.25M2.07%-24,36613F-HRTimeline
HBW ADVISORY SERVICES LLC81,137$4.23M0.52%+16,10613F-HRTimeline
Ackerman Asset Management, LLC80,835$4.21M3.37%+3,05613F-HRTimeline
Hobbs Wealth Management, LLC80,485$4.19M4%+33,01613F-HRTimeline
Focus Financial Network, Inc.80,351$4.19M0.17%+21,71013F-HRTimeline
Federation des caisses Desjardins du Qu…79,866$4.16M0.02%-6,77913F-HRTimeline
Maia Wealth LLC77,821$4.05M0.77%+29,10113F-HRTimeline
Fortis Group Advisors, LLC75,189$4.05M0.74%+25,90913F-HRTimeline
Atria Wealth Solutions, Inc.76,696$4M0.09%-25,22613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC76,676$3.99M0.31%-3,86213F-HRTimeline
Steward Partners Investment Advisory, L…75,299$3.92M0.03%+9,37613F-HRTimeline
Sigma Planning Corp74,736$3.89M0.12%-4,89513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.73,459$3.83M0.17%-4,46113F-HRTimeline
RIA Advisory Group LLC73,058$3.81M1.12%-84713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,382$3.72M0.01%+7,42513F-HRTimelineGroup
Snowden Capital Advisors LLC68,936$3.59M0.11%+7,20513F-HRTimeline
Fisher Asset Management, LLC67,962$3.54M<0.01%-91,93813F-HRTimeline
Hutchens & Kramer Investment Management…68,298$3.54M1.62%+98813F-HRTimeline
Mayflower Financial Advisors, LLC67,088$3.5M0.49%+32,00113F-HRTimeline
U.S. Capital Wealth Advisors, LLC66,551$3.47M0.1%+26,66513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,446$3.46M0.05%+2,20213F-HRTimelineGroup
Soundwatch Capital LLC3,436,306$3.41M0.61%new13F-HRTimeline
M1 Capital Management LLC65,424$3.41M1.72%+22,15813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth65,407$3.41M0.01%-111,19513F-HRTimelineGroup
Laraway Financial Advisors Inc65,279$3.4M2.58%+1,20013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.65,271$3.4M0.02%-11,70413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…64,049$3.34M0.13%+54,86813F-HRTimelineGroup
FORONJY FINANCIAL LLC62,567$3.26M1.53%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC62,275$3.24M0.11%-2,08113F-HRTimeline
Copia Wealth Management61,655$3.21M2.71%-4,26213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC61,636$3.21M0.04%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED60,952$3.18M0.26%+18,02913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC59,529$3.1M1.17%+28,32913F-HRTimeline
Sowell Financial Services LLC58,581$3.05M0.12%+5,02613F-HRTimeline
Apeiron RIA LLC58,094$3.03M0.78%+31,56513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,090$3.03M0.08%+17,54113F-HRTimeline
Arete Wealth Advisors, LLC56,728$2.96M0.21%-1,24713F-HRTimeline
Ashton Thomas Private Wealth, LLC55,771$2.91M0.1%-64513F-HRTimeline
PFG Advisors55,290$2.88M0.13%+5,42213F-HRTimeline
Institute for Wealth Management, LLC.54,910$2.86M0.32%-22,02913F-HRTimeline
City Center Advisors, LLC54,744$2.85M3.06%-6,71513F-HRTimeline
Tradition Wealth Management, LLC54,296$2.83M0.23%+16,49213F-HRTimeline
Dana Investment Advisors, Inc.53,676$2.8M0.09%+2,40013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\53,194$2.77M<0.01%+13,35713F-HRTimelineGroup
Gen-Wealth Partners Inc53,014$2.76M1.07%+25,06513F-HRTimeline
Lifelong Wealth Advisors, Inc.51,942$2.71M0.9%+21,19113F-HRTimeline
J.W. COLE ADVISORS, INC.51,454$2.68M0.06%+11,41313F-HRTimeline
Elios Financial Group Inc.50,853$2.65M1.2%+18,24113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,750$2.64M0.14%-9,46613F-HRTimelineGroup
Security Financial Services, INC.49,942$2.6M0.46%new13F-HRTimeline
Bulwark Capital Corp48,736$2.54M2.14%13F-HRTimeline
&PARTNERS48,620$2.53M0.02%-2,14813F-HRTimeline
Cresta Advisors, Ltd.47,565$2.48M1.21%-6,25213F-HRTimeline
INTEGRITY ALLIANCE, LLC.47,347$2.47M0.13%-253,98213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV46,476$2.42M1.05%+22913F-HRTimeline
Summit Financial Consulting LLC45,348$2.36M2.12%+4,27213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,894$2.34M0.06%+40,48713F-HRTimelineGroup
COMERICA BANK44,576$2.32M0.01%+3,53713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…44,426$2.31M1.68%-3,79813F-HRTimelineGroup
Milestone Asset Management Group, LLC44,153$2.3M1.7%+16213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding43,972$2.29M-6,944Timeline
SAPIENT CAPITAL LLC43,900$2.29M0.04%-4,90913F-HRTimeline
McAdam, LLC43,761$2.28M0.12%-7,10213F-HRTimeline
FMR LLCin group FMR LLC42,928$2.24M<0.01%+58213F-HRTimelineGroup
Clear Creek Financial Management, LLC41,280$2.15M0.2%-48213F-HRTimeline
Balance Wealth Partners LLC39,399$2.05M1.2%-1,29313F-HRTimeline
WealthPlan Investment Management, LLC38,568$2.01M0.15%new13F-HRTimeline
WMG Financial Advisors, LLC38,537$2.01M0.74%+29713F-HRTimeline
WEDBUSH SECURITIES INC37,752$1.97M0.07%+3,38113F-HRTimeline
Wealthspire Retirement, LLC37,552$1.96M0.13%-32313F-HRTimeline
THEORY FINANCIAL LLC35,891$1.93M0.73%+14,12813F-HRTimeline
Orion Porfolio Solutions, LLC37,104$1.93M0.02%+11,12413F-HR/ATimeline
MOLLER WEALTH PARTNERS36,723$1.91M0.42%-1,76813F-HRTimeline
Walker Asset Management, LLC36,469$1.9M1.1%+1,70813F-HRTimeline
FFG RETIREMENT ADVISORS LLC36,232$1.89M1.18%+27,78713F-HRTimeline
Curtis Advisory Group, LLC35,795$1.86M0.47%+3,99013F-HRTimeline
GREENLEAF TRUST35,220$1.83M0.02%013F-HRTimeline
LWM Advisory Services, LLC35,105$1.83M1.26%-6,85913F-HRTimeline
Creative Planningin group Creative Planning35,057$1.83M<0.01%+2,09513F-HRTimelineGroup
LANARK FINANCIAL, INC.34,135$1.78M0.15%-5,17513F-HRTimeline
NTV Asset Management LLC33,858$1.76M0.21%013F-HRTimeline