# INVESCO EXCHANGE TRADED FD T (XLG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XLG/

- Reporting holders: 25
- Reported value: $71.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $37.9M | 595,456 | 0.3% | 16 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $14.0M | 220,635 | 5.6% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $4.5M | 70,311 | 3.4% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $2.5M | 39,396 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.0M | 31,437 | 0.1% | 7 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.9M | 29,906 | 0.1% | 12 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $1.3M | 20,491 | 0.7% | 4 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $952.8K | 14,979 | 0.8% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $817.5K | 12,852 | 0.1% | 11 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $752.2K | 11,825 | 0.1% | 10 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $689.3K | 10,837 | 0.1% | 10 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $626.4K | 9,847 | 0.1% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $621.7K | 9,641 | 0.0% | 10 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $544.8K | 8,565 | 0.0% | 32 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $467.7K | 7,351 | 0.1% | 12 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $384.5K | 5,985 | 0.1% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $332.7K | 5,230 | 0.1% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $262.7K | 4,130 | 0.1% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $237.8K | 3,739 | 0.0% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $237.1K | 3,727 | 0.0% | 7 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $231.5K | 3,640 | 0.0% | 2 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $21.7K | 341 | 0.0% | 3 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $21.4K | 333,977 | 9.6% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $3.2K | 51 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.2K | 50 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $71.3M |
| Q2 2026 | 583 | $5.2B |
| Q1 2026 | 565 | $4.6B |
| Q4 2025 | 649 | $6.1B |
| Q3 2025 | 568 | $5.9B |
| Q2 2025 | 554 | $4.9B |
| Q1 2025 | 525 | $4.7B |
| Q4 2024 | 472 | $4.6B |
| Q3 2024 | 415 | $3.4B |
| Q2 2024 | 383 | $3.0B |
| Q1 2024 | 336 | $2.8B |
| Q4 2023 | 277 | $2.1B |