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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

639 managers (646 13F filers) reported a position in XLG shares at 2025-12-31, 102,636,131 shares in all. 77 filers opened a position and 34 filers sold out during the quarter.

Managers
639
13F filers
646
New
77
Added
263
Reduced
163
Sold out
34
Shares held by filers
102,636,131

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC11,554,356$685M0.19%+856,66113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,977,609$414M0.02%+144,27613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,445,357$264M0.02%+197,02713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,841,051$228M0.02%+54,44913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,812,317$226M0.04%+52,64413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,838,230$168M0.25%+1,129,51913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,729,485$162M0.05%-171,41413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,479,520$147M0.03%+9,06913F-HRTimelineGroup
Principle Wealth Partners LLC2,467,017$146M8.24%-274,28413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,419,940$144M0.19%+7,74613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,017,792$120M4.48%-28,07313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,992,050$118M+17,291Timeline
UBS Group AGgroup of 2 filers holding1,860,909$110M-63,351Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,717,253$102M0.02%-578,76713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,651,117$97.9M0.02%+125,91213F-HRTimelineGroup
MEANS INVESTMENT CO., INC.1,464,216$86.8M7.31%+67,93313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,227,063$72.7M0.05%-369,08613F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,250,287$72.6M0.29%-10,16013F-HRTimelineGroup
Advocacy Wealth Management, LLC1,152,408$68.3M2.86%+57,65413F-HRTimeline
Bogart Wealth, LLC1,074,337$63.7M2.56%-5,38413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,033,825$61.3M0.01%-74,40813F-HRTimelineGroup
Sanctuary Advisors, LLC1,032,625$61.2M0.33%-8,53813F-HRTimeline
Austin Private Wealth, LLC985,939$58.4M4.38%+20,37013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP945,527$56.1M0.05%+21,02013F-HRTimelineGroup
Clearstead Advisors, LLC886,879$52.6M0.66%-9,74613F-HRTimeline
MML INVESTORS SERVICES, LLC862,918$51.2M0.12%+81,83813F-HRTimeline
Demars Financial Group, LLC795,098$47.1M15.77%+27,59313F-HRTimeline
Cetera Investment Advisers766,097$45.4M0.05%+111,46813F-HRTimeline
HighTower Advisors, LLC718,253$42.6M0.05%-5,39413F-HRTimeline
Private Advisor Group, LLC716,980$42.5M0.2%+42,66413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …668,465$39.6M2.37%+124,95413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP625,297$37.1M0.02%+55,39513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding573,429$34M-76,891Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…573,072$34M0.21%new13F-HRTimelineGroup
Cedar Wealth Management, LLC567,653$33.7M10.06%+25,97313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC560,799$33.2M0.05%+522,37513F-HRTimelineGroup
Gladstone Institutional Advisory LLC521,774$30.9M1.17%+24,64913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding476,000$28.2M+97,567Timeline
QUATTRO FINANCIAL ADVISORS LLC468,345$27.8M8.29%-3,35713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC436,691$25.9M<0.01%+157,12613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC429,991$25.5M0.02%+62,51113F-HRTimelineGroup
Horst & Graben Wealth Management LLC421,968$25M3.78%+17,61213F-HRTimeline
Physician Wealth Advisors, Inc.412,035$24.4M3.4%+10,36413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.392,210$23.3M0.04%-1,51813F-HRTimelineGroup
Global Retirement Partners, LLC383,897$22.8M0.4%+7,30513F-HRTimeline
Core Wealth Advisors, Inc.368,872$21.9M5.67%+61513F-HRTimeline
Integrated Wealth Concepts LLC367,306$21.8M0.26%-63,38413F-HRTimeline
EP Wealth Advisors, LLC362,426$21.5M0.11%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC359,751$21.3M0.03%-60,55213F-HRTimeline
Cambridge Investment Research Advisors,…358,333$21.2M0.06%-1,55313F-HRTimeline
Stonebrook Private Inc.352,065$20.9M4.37%+97,55613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…351,000$20.8M0.06%-18,00013F-HRTimelineGroup
One Wealth Advisors, LLC343,632$20.4M2.49%+16,81913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC340,506$20.2M3.83%-10,65413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.332,338$19.7M0.13%-53013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…320,335$19M0.03%+11,96113F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC308,147$18.3M1.33%+5,78713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV306,782$18.2M0.03%+55,25113F-HRTimeline
Segment Wealth Management, LLC294,637$17.5M1.01%-66013F-HRTimeline
Keystone Financial Group287,094$17M1.26%+11,51613F-HRTimeline
IFG Advisory, LLC280,299$16.6M0.72%+7,02813F-HRTimeline
Farther Finance Advisors, LLC271,431$16.1M0.17%-4,42913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM262,000$15.5M1.35%013F-HRTimelineGroup
PFG Advisors258,331$15.3M0.74%+49,16513F-HRTimeline
POM Investment Strategies, LLC258,095$15.3M7.87%+11,30313F-HRTimeline
AE Wealth Management LLC253,606$15M0.09%+52,91813F-HRTimeline
Summit Financial, LLC252,968$15M0.22%-46,00213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …252,643$15M2.01%+64,37513F-HRTimeline
Security Financial Services, INC.247,258$14.7M2.3%+3,64413F-HRTimeline
TSFG, LLC246,889$14.6M2.19%+40,06013F-HRTimeline
NewEdge Advisors, LLC242,488$14.4M0.05%+3,72613F-HRTimeline
One Capital Management, LLC242,124$14.4M0.43%+3,54513F-HRTimeline
PMG Wealth Management, Inc.231,510$13.7M10.06%+58813F-HRTimeline
ShoreHaven Wealth Partners, LLC231,285$13.7M4.92%+5,45513F-HRTimeline
Cyr Financial Inc.230,937$13.7M8.54%-12,31313F-HRTimeline
Mariner, LLCin group Mariner, LLC229,729$13.6M0.02%-8,40813F-HRTimelineGroup
HRT FINANCIAL LP224,415$13.3M0.04%+116,99913F-HRTimeline
Green Ridge Wealth Planning LLC215,624$12.8M6.54%13F-HRTimeline
Janney Montgomery Scott LLC214,224$12.7M0.03%+52,14713F-HRTimeline
Oxford Wealth Group, LLC211,348$12.5M6.09%13F-HRTimeline
OneDigital Investment Advisors LLC209,517$12.4M0.12%-7,67413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC205,003$12.2M0.72%-35713F-HRTimeline
CENTAURUS FINANCIAL, INC.203,096$12M0.55%+5,74713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…202,337$12M0.14%+46,30613F-HRTimelineGroup
Estate Planners Group, LLC201,128$11.9M5.17%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC201,085$11.9M2.5%-8,84713F-HRTimeline
Avestar Capital, LLC190,911$11.3M0.78%-4,07813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC183,724$10.9M0.09%+9,27313F-HRTimelineGroup
Curry Webb Wealth Management LLC183,002$10.8M5.38%13F-HRTimeline
Snowden Capital Advisors LLC177,294$10.5M0.27%+52,59913F-HRTimeline
Vertex Planning Partners, LLC171,491$10.2M2.36%+1,87713F-HRTimeline
Ethos Financial Group, LLC169,922$10.1M0.74%+138,49813F-HRTimeline
Aspire Capital Advisors LLC169,834$10.1M2.36%+36,13413F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV169,519$10M2.31%13F-HRTimeline
Atria Investments, Inc169,324$10M0.11%+4,48913F-HRTimeline
McNaughton Wealth Management, LLC166,928$9.9M4.07%+7,72313F-HRTimeline
JSF Financial, LLC165,933$9.84M2.04%-4,75313F-HRTimeline
World Investment Advisors164,439$9.75M0.16%-13,61813F-HR/ATimeline
Mutual Advisors, LLC163,906$9.72M0.21%+24,98413F-HRTimeline
Asset Allocation Strategies LLC163,586$9.7M1.79%+19613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/161,932$9.6M<0.01%+28,56613F-HRTimelineGroup
Elevation Capital Advisory, LLC161,707$9.59M3.92%+33,42013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC161,674$9.58M4.02%-19,18713F-HRTimeline
Seros Financial, LLC161,359$9.57M5.61%+25,23013F-HRTimeline
KPP Advisory Services LLC161,093$9.55M1.39%+19,94913F-HRTimeline
Western Wealth Management, LLC159,380$9.45M0.44%+55,76913F-HRTimeline
Mayflower Financial Advisors, LLC157,993$9.37M1.13%+6,75813F-HRTimeline
Hobbs Wealth Management, LLC157,257$9.32M9.08%+1,93813F-HRTimeline
Vision Retirement, LLC156,236$9.26M2.48%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC152,752$9.06M0.07%-4,21513F-HRTimeline
Daviman Financial, LLC147,367$8.74M5.13%13F-HRTimeline
Jackson Wealth Management, LLC143,580$8.51M0.83%+1,56713F-HRTimeline
D.A. DAVIDSON & CO.135,602$8.04M0.05%-1,79613F-HRTimeline
Maia Wealth LLC137,611$7.88M1.34%-30,94413F-HRTimeline
Lifelong Wealth Advisors, Inc.124,132$7.36M1.96%+65,11613F-HRTimeline
Gen-Wealth Partners Inc121,694$7.21M2.32%+11,88413F-HRTimeline
Crescent Grove Advisors, LLC117,638$6.97M0.66%013F-HRTimeline
Client First Capital LLC114,595$6.79M2.9%-47213F-HRTimeline
Ashton Thomas Private Wealth, LLC114,461$6.79M0.17%+20,54913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …111,148$6.59M0.06%+105,70513F-HRTimelineGroup
Sage Mountain Advisors LLC107,683$6.38M0.34%013F-HRTimeline
Tradition Wealth Management, LLC106,741$6.33M0.45%+2,90013F-HRTimeline
Pinnacle Family Advisors, LLC105,992$6.28M2.77%+25,62013F-HRTimeline
Gotham Asset Management, LLC105,818$6.27M0.02%013F-HRTimeline
MGO ONE SEVEN LLC104,838$6.21M0.13%+2,48113F-HRTimeline
Almanack Investment Partners, LLC.103,851$6.16M1.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…103,296$6.12M0.03%+4,06913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding103,196$6.12M+40,667Timeline
FLAGSHIP WEALTH ADVISORS, LLC100,195$5.94M1.73%+43,25713F-HRTimeline
INTEGRITY ALLIANCE, LLC.98,999$5.87M0.21%+1,70813F-HRTimeline
CWM, LLCin group CWM, LLC98,965$5.87M0.02%+8,36313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.97,398$5.77M0.24%+11,53113F-HRTimeline
U.S. Capital Wealth Advisors, LLC95,898$5.68M0.15%-66,31813F-HRTimeline
Comprehensive Financial Planning, Inc./…94,841$5.62M3.72%+2,67413F-HRTimeline
PAX Financial Group, LLC93,415$5.54M0.95%-65613F-HRTimeline
Focus Financial Network, Inc.90,812$5.38M0.19%+5,50413F-HRTimeline
Bawa N Mallick Trust90,000$5.34M1.98%013F-HRTimeline
M1 Capital Management LLC87,813$5.21M2.17%+15,98513F-HRTimeline
HBW ADVISORY SERVICES LLC86,136$5.11M0.55%+2,25313F-HRTimeline
FFG RETIREMENT ADVISORS LLC84,754$5.02M3.12%+25,32813F-HRTimeline
GPS Wealth Strategies Group, LLC84,420$5M4.26%-1,268,88713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…84,223$4.99M0.1%+66713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC81,582$4.84M0.07%-18,79213F-HRTimelineGroup
Ackerman Asset Management, LLC80,835$4.79M3.19%013F-HRTimeline
IFC & Insurance Marketing, Inc.80,280$4.76M4.72%13F-HRTimeline
Hopwood Nicholas Hunter80,122$4.75M1.55%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC80,071$4.75M0.37%-1,09213F-HRTimeline
Stenger Family Office, LLC78,084$4.63M0.96%-4,32313F-HRTimeline
Apeiron RIA LLC77,913$4.62M0.94%-25,58013F-HRTimeline
HighPoint Advisor Group LLC73,792$4.37M0.1%new13F-HRTimeline
THEORY FINANCIAL LLC73,847$4.36M1.47%+1,61813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …72,704$4.31M0.06%+16,19113F-HRTimelineGroup
Fortis Group Advisors, LLC72,417$4.27M0.72%-3,31813F-HRTimeline
Laraway Financial Advisors Inc70,963$4.21M2.74%+3,33313F-HRTimeline
Federation des caisses Desjardins du Qu…69,368$4.11M0.02%-12,50413F-HRTimeline
WealthPoint Financial, LLC69,239$4.1M3.57%13F-HRTimeline
Hutchens & Kramer Investment Management…69,054$4.09M1.41%-5,23113F-HRTimeline
Truvestments Capital LLC68,032$4.03M0.73%-4,57613F-HRTimeline
RIA Advisory Group LLC66,633$3.95M0.96%-2,56313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…66,486$3.94M0.44%+36,83613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,650$3.89M0.01%-9,13213F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC64,332$3.81M2.13%+1,12313F-HRTimeline
FORONJY FINANCIAL LLC62,890$3.73M1.56%-5,70013F-HRTimeline
Leo Wealth, LLC62,363$3.7M0.27%+9,18913F-HRTimeline
City Center Advisors, LLC62,051$3.68M3.38%-4,82013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC61,636$3.65M0.04%013F-HRTimelineGroup
WealthTrak Capital Management LLC61,626$3.65M2.62%+15,66413F-HRTimeline
&PARTNERS63,204$3.65M0.02%+5,18613F-HRTimeline
Arete Wealth Advisors, LLC59,945$3.55M0.25%+5,75713F-HR/ATimeline
KCM INVESTMENT ADVISORS LLC59,775$3.54M0.11%013F-HRTimeline
Chatterton & Associates Inc.58,972$3.5M2.99%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…58,705$3.48M0.11%-5,37513F-HRTimelineGroup
Sigma Planning Corp58,628$3.48M0.1%-2,69113F-HRTimeline
Dana Investment Advisors, Inc.58,026$3.44M0.1%+3,11713F-HRTimeline
Sowell Financial Services LLC57,904$3.43M0.13%+61913F-HRTimeline
Copia Wealth Management57,497$3.41M2.44%-4,08913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,430$3.4M0.08%+94513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC57,125$3.39M0.16%-9,19713F-HRTimeline
Vestmark Advisory Solutions, Inc.56,935$3.38M0.05%-9,38713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC56,887$3.37M1.26%-1,12813F-HRTimeline
Waverly Advisors, LLC56,030$3.32M0.03%+45,71213F-HRTimeline
WEDBUSH SECURITIES INC55,892$3.31M0.1%+12,59613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV55,694$3.3M1.27%+6,96913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…55,557$3.29M0.04%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\54,622$3.24M<0.01%+80013F-HRTimelineGroup
WealthPLAN Partners, LLC54,551$3.23M0.48%+4,62213F-HRTimeline
Summit Financial Consulting LLC53,979$3.2M2.32%+5,45613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/53,750$3.19M1.27%-49,22513F-HRTimelineGroup
Cambria Investment Management, L.P.52,112$3.09M0.18%-93,47413F-HRTimeline
Empowered Funds, LLC52,112$3.09M0.05%-93,47413F-HR/ATimeline
FMR LLCin group FMR LLC51,974$3.08M<0.01%+8,30113F-HRTimelineGroup
Fisher Asset Management, LLC51,760$3.07M<0.01%-6,44913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED50,947$3.04M0.21%+30,65613F-HRTimeline
WIN ADVISORS, INC50,907$3.02M1.28%new13F-HRTimeline
J.W. COLE ADVISORS, INC.58,082$2.98M0.07%+3,27513F-HRTimeline
Clear Creek Financial Management, LLC50,080$2.97M0.24%+6,80313F-HRTimeline
Institute for Wealth Management, LLC.50,048$2.97M0.31%-1,69613F-HRTimeline
Portus Wealth Advisors, LLC49,758$2.95M2.78%+70513F-HRTimeline
Cresta Advisors, Ltd.49,706$2.95M1.24%+1,16113F-HRTimeline
Bulwark Capital Corp48,736$2.89M2.05%013F-HRTimeline