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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

562 managers (566 13F filers) reported a position in XLG shares at 2025-09-30, 98,991,758 shares in all. 58 filers opened a position and 34 filers sold out during the quarter.

Managers
562
13F filers
566
New
58
Added
292
Reduced
131
Sold out
34
Shares held by filers
98,991,758

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC10,697,695$615M0.18%-105,55813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,833,333$393M0.02%+209,09513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,248,330$244M0.02%+291,04813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,786,602$218M0.01%+1,321,85613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,759,673$216M0.04%+195,89013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,900,899$167M0.05%+33,36713F-HRTimelineGroup
Principle Wealth Partners LLC2,741,301$158M9.15%+59,07813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,470,451$142M0.03%+6,37613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/133,366$140M0.06%+33813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,412,194$139M0.21%-16,07513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,296,020$132M0.03%+729,35613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,045,865$118M4.42%+304,95813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,974,759$114M+189,142Timeline
UBS Group AGin group UBS Group AG1,924,260$111M0.02%-370,87113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,708,711$95.7M0.13%+536,01213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,596,149$91.8M0.06%-84,57513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,525,205$87.7M0.02%-207,32513F-HRTimelineGroup
MEANS INVESTMENT CO., INC.1,396,283$80.3M6.95%+35,35513F-HRTimeline
GPS Wealth Strategies Group, LLC1,353,307$77.8M8.22%+19,96613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,260,447$72.5M0.3%+1,67413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,108,233$63.7M0.01%-32,13613F-HRTimelineGroup
Advocacy Wealth Management, LLC1,094,754$63M2.73%+395,58113F-HRTimeline
Bogart Wealth, LLC1,079,721$62.1M2.52%-4,79713F-HRTimeline
Sanctuary Advisors, LLC1,041,163$59.9M0.34%+326,25413F-HR/ATimeline
Austin Private Wealth, LLC965,569$55.5M4.28%+437,65113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP924,507$53.2M0.05%+10,54713F-HRTimelineGroup
Clearstead Advisors, LLC896,625$51.6M0.75%-20,33213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP886,250$51M0.08%-606,80013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC781,080$44.9M0.12%-10,73213F-HRTimeline
Demars Financial Group, LLC767,505$44.1M15.29%+29,05813F-HRTimeline
HighTower Advisors, LLC723,647$41.6M0.05%+40,33313F-HRTimeline
Private Advisor Group, LLC674,316$38.8M0.19%-652,30113F-HRTimeline
Cetera Investment Advisers654,629$37.7M0.04%+121,79313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding650,320$37.4M+29,695Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP569,902$32.6M0.02%+94,45713F-HRTimelineGroup
Apexium Financial, LP560,842$32.3M1.57%+5,34513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …543,511$31.3M1.81%+290,47713F-HRTimeline
Cedar Wealth Management, LLC541,680$31.2M9.55%+64,50613F-HRTimeline
Gladstone Institutional Advisory LLC497,125$28.6M1.1%-7,70513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC471,702$27.1M8.59%-8,27713F-HRTimeline
Integrated Wealth Concepts LLC430,690$24.8M0.22%-199,59813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC420,303$24.2M0.03%-62,22213F-HRTimeline
Horst & Graben Wealth Management LLC404,356$23.3M3.55%+217,55013F-HRTimeline
Physician Wealth Advisors, Inc.401,671$23.1M3.29%+216,17113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.393,728$22.6M0.04%+1,82013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC378,433$21.8M0.1%+55,94113F-HRTimelineGroup
Global Retirement Partners, LLC376,592$21.7M0.48%+45,56713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…369,000$21.2M0.07%-212,96413F-HRTimelineGroup
Core Wealth Advisors, Inc.368,257$21.2M5.52%+6,78713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC367,480$21.1M0.01%+44,66913F-HRTimelineGroup
Cambridge Investment Research Advisors,…359,886$20.7M0.06%-23,00613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC351,160$20.2M2.82%+204,09713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.332,868$19.1M0.14%+70,40413F-HRTimelineGroup
One Wealth Advisors, LLC326,813$18.8M2.36%+176,50813F-HRTimeline
CFS Investment Advisory Services, LLC302,360$17.7M1.32%+145,09613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…308,374$17.7M0.03%+9,01013F-HRTimelineGroup
Summit Financial, LLC298,970$17.2M0.26%+89,84413F-HRTimeline
Segment Wealth Management, LLC295,297$17M1.02%-4,04113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC279,565$16.1M<0.01%-65,70713F-HRTimelineGroup
Farther Finance Advisors, LLC275,860$15.9M0.24%+20,25513F-HRTimeline
Keystone Financial Group275,578$15.9M1.21%+108,16313F-HR/ATimeline
IFG Advisory, LLC273,271$15.7M0.71%+26,45713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM262,000$15.1M1.85%+97,27513F-HRTimelineGroup
Stonebrook Private Inc.254,509$14.6M3.16%+153,55413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV251,531$14.5M0.02%+77,71213F-HRTimeline
POM Investment Strategies, LLC246,792$14.2M7.72%+45,58813F-HRTimeline
Security Financial Services, INC.243,614$14M2.27%+193,67213F-HRTimeline
Cyr Financial Inc.243,250$14M9.56%+8,63913F-HRTimeline
NewEdge Advisors, LLC238,762$13.7M0.06%+20,60013F-HRTimeline
One Capital Management, LLC238,579$13.7M0.44%-48,28613F-HRTimeline
Mariner, LLCin group Mariner, LLC238,137$13.7M0.02%+38,65413F-HRTimelineGroup
PMG Wealth Management, Inc.230,922$13.2M10.07%+59413F-HRTimeline
ShoreHaven Wealth Partners, LLC225,830$13M4.81%+82,38913F-HRTimeline
OneDigital Investment Advisors LLC217,191$12.5M0.13%-5,07313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC209,932$12.1M2.66%+2,13113F-HRTimeline
PFG Advisors209,166$12M0.49%+153,87613F-HRTimeline
TSFG, LLC206,829$11.9M1.89%+110,80813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC205,360$11.8M0.73%+18,28513F-HRTimeline
AE Wealth Management LLC200,688$11.5M0.07%+74,25913F-HRTimeline
CENTAURUS FINANCIAL, INC.197,349$11.4M0.53%-4,46213F-HRTimeline
Avestar Capital, LLC194,989$11.2M0.8%-15,22913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …188,268$10.8M1.74%+37,03013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC180,861$10.4M4.41%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL180,752$10.4M0.07%new13F-HR/ATimeline
World Investment Advisors178,057$10.2M0.21%-16,66713F-HRTimeline
Maia Wealth LLC168,555$10.1M1.69%+90,73413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC174,451$10M0.08%+54,94213F-HRTimelineGroup
JSF Financial, LLC170,686$9.82M2.18%-44613F-HRTimeline
Vertex Planning Partners, LLC169,614$9.76M1.87%+85,57213F-HRTimeline
Consolidated Portfolio Review Corp168,296$9.68M1.22%+45,23613F-HRTimeline
Atria Investments, Inc164,835$9.48M0.11%-28,97413F-HRTimeline
Asset Allocation Strategies LLC163,390$9.4M1.86%-36,73213F-HRTimeline
U.S. Capital Wealth Advisors, LLC162,216$9.33M0.25%+95,66513F-HRTimeline
Janney Montgomery Scott LLC162,077$9.32M0.02%+54,71513F-HRTimeline
McNaughton Wealth Management, LLC159,205$9.16M3.86%+71,03213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC156,967$9.03M0.08%-89513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…156,031$8.97M0.15%+15,44613F-HRTimelineGroup
Hobbs Wealth Management, LLC155,319$8.93M7.49%+74,83413F-HRTimeline
Mayflower Financial Advisors, LLC151,235$8.7M1.09%+84,14713F-HRTimeline
Cambria Investment Management, L.P.145,586$8.37M0.51%new13F-HR/ATimeline
Empowered Funds, LLC145,586$8.37M0.08%new13F-HRTimeline
Jackson Wealth Management, LLC142,013$8.17M0.82%+2,56413F-HRTimeline
KPP Advisory Services LLC141,144$8.12M1.21%+6,53013F-HRTimeline
Mutual Advisors, LLC138,922$8.07M0.18%+16,58713F-HRTimeline
D.A. DAVIDSON & CO.137,398$7.9M0.05%+46113F-HRTimeline
Seros Financial, LLC136,129$7.83M4.74%+26713F-HR/ATimeline
Aspire Capital Advisors LLC133,700$7.69M1.9%+47,51313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC128,900$7.41M0.01%+117,20013F-HRTimeline
Elevation Capital Advisory, LLC128,287$7.38M2.95%-40,47813F-HRTimeline
Snowden Capital Advisors LLC124,695$7.17M0.2%+55,75913F-HRTimeline
Crescent Grove Advisors, LLC117,638$6.77M0.65%013F-HRTimeline
Client First Capital LLC115,067$6.62M2.95%-3,73913F-HRTimeline
Gen-Wealth Partners Inc109,810$6.32M2.13%+56,79613F-HRTimeline
Sage Mountain Advisors LLC107,683$6.19M0.35%+2,00013F-HRTimeline
HRT FINANCIAL LP107,416$6.18M0.02%+91,62913F-HRTimeline
Gotham Asset Management, LLC105,818$6.09M0.03%+90,76213F-HRTimeline
Tradition Wealth Management, LLC103,841$5.97M0.44%+49,54513F-HRTimeline
Western Wealth Management, LLC103,611$5.96M0.32%+2,56913F-HRTimeline
Apeiron RIA LLC103,493$5.96M1.34%+45,39913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/102,975$5.92M2.33%+2,37513F-HRTimelineGroup
MGO ONE SEVEN LLC102,357$5.89M0.14%+4,97113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100,374$5.77M0.1%-1,06113F-HRTimelineGroup
Steward Partners Investment Advisory, L…99,227$5.71M0.03%+23,92813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC99,138$5.7M0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.97,291$5.6M0.26%+49,94413F-HRTimeline
PAX Financial Group, LLC94,071$5.41M0.97%-4,57713F-HRTimeline
Ashton Thomas Private Wealth, LLC93,912$5.4M0.14%+38,14113F-HRTimeline
Comprehensive Financial Planning, Inc./…92,167$5.3M3.63%+68613F-HRTimeline
CWM, LLCin group CWM, LLC90,602$5.21M0.02%+32013F-HRTimelineGroup
Bawa N Mallick Trust90,000$5.18M1.96%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.85,867$4.94M0.21%+12,40813F-HRTimeline
Stenger Family Office, LLC82,407$4.91M1.01%-163,02113F-HRTimeline
Focus Financial Network, Inc.85,308$4.91M0.17%+4,95713F-HRTimeline
HBW ADVISORY SERVICES LLC83,883$4.82M0.54%+2,74613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…83,556$4.81M0.1%-5,63013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…81,872$4.71M0.02%+2,00613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC81,163$4.67M0.33%+4,48713F-HRTimeline
Ackerman Asset Management, LLC80,835$4.65M3.33%013F-HRTimeline
Financial Advocates Investment Manageme…80,409$4.63M2.6%-6,55413F-HRTimeline
Pinnacle Family Advisors, LLC80,372$4.62M2.02%-1,35013F-HRTimeline
Fortis Group Advisors, LLC75,735$4.54M0.78%+54613F-HRTimeline
GTS SECURITIES LLC76,571$4.4M0.17%+72,57513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP74,782$4.3M0.01%+3,40013F-HRTimelineGroup
Hutchens & Kramer Investment Management…74,285$4.27M1.68%+5,98713F-HRTimeline
THEORY FINANCIAL LLC72,229$4.2M1.48%+36,33813F-HRTimeline
Truvestments Capital LLC72,608$4.18M0.75%-11,24813F-HRTimeline
M1 Capital Management LLC71,828$4.13M1.78%+6,40413F-HRTimeline
RIA Advisory Group LLC69,196$3.98M1.03%-3,86213F-HRTimeline
FORONJY FINANCIAL LLC68,590$3.95M1.73%+6,02313F-HRTimeline
Laraway Financial Advisors Inc67,630$3.89M2.66%+2,35113F-HRTimeline
City Center Advisors, LLC66,871$3.85M3.74%+12,12713F-HRTimeline
Vestmark Advisory Solutions, Inc.66,322$3.81M0.07%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC66,322$3.81M0.27%new13F-HRTimeline
Transcendent Capital Group LLC64,897$3.73M1.67%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…64,080$3.69M0.14%+3113F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC63,209$3.64M2.15%+32,27213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth62,529$3.6M0.01%-2,87813F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC61,636$3.55M0.04%013F-HRTimelineGroup
Copia Wealth Management61,586$3.54M2.63%-6913F-HRTimeline
Sigma Planning Corp61,319$3.53M0.1%-13,41713F-HRTimeline
KCM INVESTMENT ADVISORS LLC59,775$3.44M0.11%-2,50013F-HRTimeline
FFG RETIREMENT ADVISORS LLC59,426$3.42M2.12%+23,19413F-HRTimeline
Lifelong Wealth Advisors, Inc.59,016$3.39M1.01%+7,07413F-HRTimeline
Fisher Asset Management, LLC58,209$3.35M<0.01%-9,75313F-HRTimeline
&PARTNERS58,018$3.34M0.02%+9,39813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC58,015$3.34M1.31%+31,27513F-HRTimeline
Sowell Financial Services LLC57,285$3.3M0.13%-1,29613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC56,938$3.28M1.08%-2,59113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,513$3.25M0.04%-9,93313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC56,485$3.25M0.08%-1,60513F-HRTimeline
Dana Investment Advisors, Inc.54,909$3.16M0.09%+1,23313F-HRTimeline
J.W. COLE ADVISORS, INC.54,807$3.15M0.06%+3,35313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…54,505$3.14M0.09%+49,60513F-HRTimelineGroup
Arete Wealth Advisors, LLC54,188$3.12M0.2%-2,54013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\53,822$3.1M<0.01%+62813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC53,461$3.08M0.12%+28,20513F-HRTimeline
Leo Wealth, LLC53,174$3.06M0.4%-72,62113F-HRTimeline
Institute for Wealth Management, LLC.51,744$2.98M0.31%-3,16613F-HRTimeline
WealthPLAN Partners, LLC49,929$2.87M0.43%+26,66513F-HRTimeline
Portus Wealth Advisors, LLC49,053$2.82M2.81%13F-HRTimeline
Bulwark Capital Corp48,736$2.8M2.18%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV48,725$2.8M1.08%+2,24913F-HRTimeline
Cresta Advisors, Ltd.48,545$2.79M1.25%+98013F-HRTimeline
Summit Financial Consulting LLC48,523$2.79M2.23%+3,17513F-HRTimeline
WealthTrak Capital Management LLC45,962$2.64M2.18%+30,76213F-HRTimeline
Milestone Asset Management Group, LLC45,713$2.63M1.65%+1,56013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…44,221$2.54M1.62%-20513F-HRTimelineGroup
SAPIENT CAPITAL LLC43,900$2.52M0.04%013F-HRTimeline
FMR LLCin group FMR LLC43,673$2.51M<0.01%+74513F-HRTimelineGroup
WEDBUSH SECURITIES INC43,296$2.49M0.08%+5,54413F-HRTimeline
Clear Creek Financial Management, LLC43,277$2.49M0.22%+1,99713F-HRTimeline
COMERICA BANK42,958$2.47M0.01%-1,61813F-HRTimeline
LWM Advisory Services, LLC42,778$2.46M1.43%+7,67313F-HRTimeline
McAdam, LLC41,607$2.39M0.12%-2,15413F-HRTimeline
Orion Porfolio Solutions, LLC40,377$2.32M0.02%+3,27313F-HRTimeline
Merkkuri Wealth Advisors LLC39,560$2.28M1.65%+20,54513F-HRTimeline
Balance Wealth Partners LLC39,399$2.27M0.56%013F-HRTimeline
Patriot Financial Group Insurance Agenc…38,695$2.23M0.28%+21,51013F-HRTimeline
Walker Asset Management, LLC38,617$2.22M1.25%+2,14813F-HRTimeline
WealthPlan Investment Management, LLC38,568$2.22M0.15%013F-HRTimeline