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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

559 managers (567 13F filers) reported a position in XLG shares at 2026-03-31, 78,633,407 shares in all. 46 filers opened a position and 121 filers sold out during the quarter.

Managers
559
13F filers
567
New
46
Added
160
Reduced
254
Sold out
121
Shares held by filers
78,633,407

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC9,990,301$545M0.14%-1,564,05513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,506,378$355M0.02%-471,23113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,506,546$191M0.04%-305,77113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,226,423$176M0.01%-1,218,93413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,855,522$156M0.05%+126,03713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,698,584$147M0.22%-139,64613F-HRTimelineGroup
Principle Wealth Partners LLC2,552,987$139M7.96%+85,97013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,071,676$113M4.09%+53,88413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,850,371$101M-10,538Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,622,195$88.4M0.02%-95,05813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,569,561$85.6M0.02%-81,55613F-HRTimelineGroup
MEANS INVESTMENT CO., INC.1,564,330$85.3M7.45%+100,11413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,445,107$79.4M0.17%-974,83313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,327,458$72.4M0.28%+77,17113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,190,851$65M-801,199Timeline
Bogart Wealth, LLC1,099,124$60M2.31%+24,78713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,010,100$55.1M0.01%-23,72513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,006,728$54.9M0.05%+61,20113F-HRTimelineGroup
HighTower Advisors, LLC898,421$49M0.05%+180,16813F-HRTimeline
Clearstead Advisors, LLC874,839$47.7M0.44%-12,04013F-HRTimeline
Demars Financial Group, LLC775,044$42.3M13.92%-20,05413F-HRTimeline
MML INVESTORS SERVICES, LLC740,807$40.4M0.11%-122,11113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP758,507$40.1M0.02%+133,21013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC715,419$39M0.01%+278,72813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO733,408$38.7M<0.01%-3,107,64313F-HR/ATimelineGroup
One Capital Management, LLC704,917$38.5M1.05%+462,79313F-HRTimeline
Cetera Investment Advisers692,477$37.8M0.04%-73,62013F-HRTimeline
Farther Finance Advisors, LLC654,624$36M0.34%+383,19313F-HRTimeline
Private Advisor Group, LLC657,981$35.9M0.17%-58,99913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC597,334$32.6M0.02%+167,34313F-HRTimelineGroup
Cedar Wealth Management, LLC582,044$31.8M9.24%+14,39113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding571,168$31.2M+95,168Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…570,840$31.2M0.19%-2,23213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding548,966$29.9M-24,463Timeline
Tulsa Wealth Advisors, INC460,984$25.1M4.41%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC450,103$24.6M0.04%-110,69613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…449,000$24.5M0.07%+98,00013F-HR/ATimelineGroup
Core Wealth Advisors, Inc.389,962$21.3M5.08%+21,09013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.357,860$21.2M0.14%+25,52213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…365,616$19.9M0.01%-861,44713F-HRTimelineGroup
EP Wealth Advisors, LLC359,458$19.6M0.1%-2,96813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC356,650$19.5M2.44%+16,14413F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC337,753$18.4M5.58%-130,59213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC317,124$17.3M0.02%-42,62713F-HRTimeline
Cambridge Investment Research Advisors,…303,848$16.6M0.04%-54,48513F-HRTimeline
Segment Wealth Management, LLC292,992$16M0.94%-1,64513F-HRTimeline
Gladstone Institutional Advisory LLC288,519$15.7M0.58%-233,25513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …253,123$13.8M1.86%+48013F-HRTimeline
Cyr Financial Inc.250,019$13.6M8.03%+19,08213F-HRTimeline
Integrated Wealth Concepts LLC237,167$12.9M0.1%-130,13913F-HRTimeline
OneDigital Investment Advisors LLC235,828$12.9M0.13%+26,31113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC228,995$12.5M0.75%+23,99213F-HRTimeline
Sanctuary Advisors, LLC225,383$12.3M0.07%-807,24213F-HRTimeline
Green Ridge Wealth Planning LLC222,205$12.1M6.38%+6,58113F-HRTimeline
CENTAURUS FINANCIAL, INC.215,811$11.8M0.56%+12,71513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP213,450$11.6M0.01%new13F-HRTimelineGroup
Summit Financial, LLC208,149$11.4M0.14%-44,81913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV206,106$11.2M0.02%-100,67613F-HRTimeline
Estate Planners Group, LLC204,418$11.2M5.36%+3,29013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…191,479$10.4M0.02%-128,85613F-HRTimelineGroup
NewEdge Advisors, LLC189,148$10.3M0.04%-53,34013F-HR/ATimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV172,963$10.1M2.28%+3,44413F-HRTimeline
JSF Financial, LLC179,305$9.78M1.92%+13,37213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC175,102$9.55M1.91%-25,98313F-HRTimeline
Seros Financial, LLC172,669$9.42M6%+11,31013F-HRTimeline
Vision Retirement, LLC170,625$9.31M2.65%+14,38913F-HRTimeline
KPP Advisory Services LLC166,900$9.1M1.32%+5,80713F-HRTimeline
World Investment Advisors164,652$8.98M0.14%+21313F-HRTimeline
Atria Investments, Inc157,863$8.61M0.1%-11,46113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/156,866$8.56M<0.01%-5,06613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC153,413$8.37M0.12%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC150,418$8.21M0.07%-2,33413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC149,439$8.15M0.01%new13F-HRTimelineGroup
Jackson Wealth Management, LLC146,234$7.98M0.82%+2,65413F-HRTimeline
M1 Capital Management LLC145,576$7.94M3.66%+57,76313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…141,185$7.7M0.08%-61,15213F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.138,803$7.57M2.02%+14,67113F-HRTimeline
D.A. DAVIDSON & CO.137,242$7.49M0.05%+1,64013F-HRTimeline
TSFG, LLC136,176$7.43M1.13%-110,71313F-HRTimeline
Snowden Capital Advisors LLC128,701$7.02M0.19%-48,59313F-HRTimeline
PMG Wealth Management, Inc.126,338$6.89M4.97%-105,17213F-HRTimeline
Crescent Grove Advisors, LLC117,638$6.42M0.64%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.115,055$6.28M0.01%-277,15513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…112,209$6.12M0.16%+106,50513F-HRTimelineGroup
PFG Advisors109,490$5.97M0.29%-148,84113F-HRTimeline
Janney Montgomery Scott LLC107,362$5.86M0.01%-106,86213F-HRTimeline
Sage Mountain Advisors LLC105,864$5.77M0.4%-1,81913F-HRTimeline
Gotham Asset Management, LLC105,818$5.77M0.02%013F-HRTimeline
IFC & Insurance Marketing, Inc.104,612$5.71M5.96%+24,33213F-HRTimeline
CWM, LLCin group CWM, LLC100,634$5.49M0.01%+1,66913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.100,046$5.46M0.21%+1,04713F-HRTimeline
Mutual Advisors, LLC99,574$5.43M0.12%-64,33213F-HRTimeline
VestGen Advisors, LLC83,264$5.23M0.15%+56,46713F-HRTimeline
Comprehensive Financial Planning, Inc./…92,005$5.02M3.48%-2,83613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.91,739$5M0.21%-5,65913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding90,179$4.92M-13,017Timeline
Bawa N Mallick Trust90,000$4.91M2.01%013F-HRTimeline
FFG RETIREMENT ADVISORS LLC88,680$4.84M2.82%+3,92613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…85,617$4.67M0.08%+1,39413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC83,033$4.53M0.48%-3,10313F-HRTimeline
Cornerstone Wealth Group, LLC75,088$4.47M0.29%+66,95813F-HRTimeline
Ashton Thomas Private Wealth, LLC81,641$4.45M0.11%-32,82013F-HRTimeline
Ackerman Asset Management, LLC80,835$4.41M3.08%013F-HRTimeline
Aspire Capital Advisors LLC80,521$4.39M0.99%-89,31313F-HRTimeline
Maia Wealth LLC79,467$4.33M0.73%-58,14413F-HRTimeline
Hopwood Nicholas Hunter79,093$4.31M1.37%-1,02913F-HRTimeline
Stenger Family Office, LLC77,919$4.25M0.75%-16513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP77,037$4.2M0.01%+11,38713F-HRTimelineGroup
TRB Wealth Management, LLC75,329$4.11M0.58%13F-HRTimeline
Federation des caisses Desjardins du Qu…74,068$4.04M0.01%+4,70013F-HRTimeline
Asset Allocation Strategies LLC73,156$3.99M0.71%-90,43013F-HRTimeline
Pinnacle Family Advisors, LLC71,373$3.89M1.83%-34,61913F-HRTimeline
Laraway Financial Advisors Inc71,143$3.88M2.73%+18013F-HRTimeline
&PARTNERS70,674$3.86M0.02%+7,47013F-HRTimeline
Focus Financial Network, Inc.69,881$3.81M0.14%-20,93113F-HRTimeline
Hutchens & Kramer Investment Management…68,890$3.76M1.19%-16413F-HRTimeline
Steward Partners Investment Advisory, L…67,073$3.66M0.02%-36,22313F-HRTimeline
TWO SIGMA SECURITIES, LLC66,612$3.63M0.42%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC66,577$3.63M0.29%-13,49413F-HRTimeline
FORONJY FINANCIAL LLC65,663$3.58M1.49%+2,77313F-HRTimeline
RIA Advisory Group LLC65,654$3.58M0.88%-97913F-HRTimeline
Truvestments Capital LLC65,188$3.56M0.64%-2,84413F-HRTimeline
Mariner, LLCin group Mariner, LLC63,767$3.48M<0.01%-165,96213F-HRTimelineGroup
Summit Financial Consulting LLC63,246$3.45M2.47%+9,26713F-HRTimeline
Apeiron RIA LLC62,422$3.41M0.79%-15,49113F-HRTimeline
Leo Wealth, LLC62,327$3.4M0.25%-3613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,967$3.38M0.05%-19,61513F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC61,636$3.36M0.04%013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…60,395$3.29M0.13%+1,69013F-HRTimelineGroup
Dana Investment Advisors, Inc.59,840$3.26M0.1%+1,81413F-HRTimeline
KCM INVESTMENT ADVISORS LLC59,775$3.26M0.11%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding59,592$3.25M+46,631Timeline
Gateway Wealth Partners, LLC59,280$3.23M0.13%new13F-HRTimeline
WEDBUSH SECURITIES INC58,043$3.17M0.09%+2,15113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC57,836$3.15M0.08%+71113F-HRTimeline
Vestmark Advisory Solutions, Inc.57,760$3.15M0.03%+82513F-HRTimeline
City Center Advisors, LLC57,343$3.13M2.89%-4,70813F-HRTimeline
FMR LLCin group FMR LLC56,868$3.1M<0.01%+4,89413F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/56,600$3.09M1.11%+2,85013F-HRTimelineGroup
Western Wealth Management, LLC55,526$3.03M0.12%-103,85413F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC55,220$3.01M0.07%-2,21013F-HR/ATimeline
J.W. COLE ADVISORS, INC.54,082$2.95M0.1%-4,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,775$2.93M<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\53,523$2.92M<0.01%-1,09913F-HRTimelineGroup
Sigma Planning Corp53,455$2.92M0.08%-5,17313F-HRTimeline
HighPoint Advisor Group LLC51,277$2.8M0.12%-22,51513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,706$2.71M<0.01%+9,12913F-HRTimeline
Cresta Advisors, Ltd.49,592$2.71M1.11%-11413F-HRTimeline
Clear Creek Financial Management, LLC49,213$2.68M0.21%-86713F-HRTimeline
Bulwark Capital Corp48,535$2.65M1.63%-20113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV47,413$2.59M1.13%-8,28113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49,079$2.56M1.1%-51,11613F-HRTimeline
Institute for Wealth Management, LLC.46,282$2.52M0.27%-3,76613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD45,303$2.47M0.37%+9,43513F-HR/ATimeline
CALTON & ASSOCIATES, INC.45,203$2.47M0.35%+15,35813F-HRTimeline
Milestone Asset Management Group, LLC44,927$2.45M1.43%-3413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…44,505$2.43M1.49%+18313F-HRTimelineGroup
Independent Advisor Alliance43,922$2.4M0.03%+31,27513F-HRTimeline
Fisher Asset Management, LLC43,864$2.39M<0.01%-7,89613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC43,601$2.38M<0.01%+31,88313F-HRTimelineGroup
Compass Ion Advisors, LLC43,092$2.35M0.22%+5,88413F-HRTimeline
Fortis Group Advisors, LLC37,588$2.29M0.38%-34,82913F-HRTimeline
Oxford Wealth Group, LLC41,397$2.26M1.23%-169,95113F-HRTimeline
WealthPlan Investment Management, LLC41,067$2.24M0.12%+11413F-HRTimeline
LaSalle St. Investment Advisors, LLC40,782$2.22M0.31%new13F-HRTimeline
Walker Asset Management, LLC40,186$2.19M1.19%+1,78313F-HRTimeline
SAPIENT CAPITAL LLC40,183$2.19M0.03%013F-HR/ATimeline
PCG Wealth Advisors, LLC40,126$2.19M0.55%+4,14313F-HRTimeline
Balance Wealth Partners LLC39,223$2.14M0.66%-23013F-HRTimeline
CoreCap Advisors, LLC38,809$2.12M0.07%+5,83113F-HRTimeline
McAdam, LLC38,695$2.11M0.1%-1,25213F-HRTimeline
Signal Advisors Wealth, LLC38,670$2.11M0.14%-5,40413F-HRTimeline
Copia Wealth Management38,161$2.08M1.43%-19,33613F-HRTimeline
Sowell Financial Services LLC36,101$1.97M0.07%-21,80313F-HRTimeline
Stonebrook Private Inc.35,892$1.96M0.42%-316,17313F-HRTimeline
Wealthspire Retirement, LLC35,649$1.94M0.12%-44513F-HRTimeline
GREENLEAF TRUST35,220$1.92M0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,953$1.91M0.02%-37,75113F-HRTimelineGroup
Lansing Street Advisors34,625$1.89M0.48%+13,47113F-HRTimeline
Sound Income Strategies, LLC34,341$1.89M0.09%-1,41213F-HRTimeline
Goodwin Investment Advisory33,660$1.84M2.19%013F-HRTimeline
Claro Advisors Inc.33,148$1.81M0.22%+4,20813F-HRTimeline
Colonial River Investments, LLC32,824$1.79M0.64%+1,72013F-HRTimeline
Diversified Enterprises, LLC32,742$1.79M0.1%-75013F-HRTimeline
Ethos Financial Group, LLC32,582$1.78M0.13%-137,34013F-HRTimeline
NTV Asset Management LLC31,884$1.74M0.19%-1,90013F-HRTimeline
Creative Planningin group Creative Planning31,664$1.73M<0.01%+2,51013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,387$1.71M<0.01%+13,49713F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC31,134$1.7M0.33%013F-HRTimeline
MGO ONE SEVEN LLC31,112$1.7M0.03%-73,72613F-HRTimeline
Capital Advisors, Ltd. LLC30,479$1.66M0.19%+10,59913F-HRTimeline
RM Financial Services, LLC29,982$1.64M1.41%-44313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,589$1.61M0.08%-1,30413F-HRTimeline
Cassilly Financial Group LLC29,287$1.6M1.39%+27613F-HRTimeline
Avestar Capital, LLC28,862$1.57M0.11%-162,04913F-HRTimeline
ShoreHaven Wealth Partners, LLC28,500$1.55M0.56%-202,78513F-HRTimeline
CFS Investment Advisory Services, LLC25,832$1.55M0.11%-282,31513F-HRTimeline
Modern Wealth Management, LLC26,851$1.47M0.03%new13F-HRTimeline
PRIVATE TRUST CO NA26,774$1.46M0.13%-3,44013F-HRTimeline
RFG Advisory, LLC25,683$1.4M0.03%+1,50113F-HRTimeline