INVESCO EXCHANGE TRADED FD T (XLG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
25
Reporting holders
$71.3M
Reported value
0.0%
Calls
0.0%
Puts
-558
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $37.9M | 595,456 | 0.27% | 16q | -2.0%-$773.5K |
| Green Ridge Wealth Planning LLC | $14.0M | 220,635 | 5.63% | 4q | -3.5%-$514.2K |
| City Center Advisors, LLC | $4.5M | 70,311 | 3.42% | 8q | +14.2%+$555.4K |
| SAPIENT CAPITAL LLC | $2.5M | 39,396 | 0.03% | 12q | -50.0%-$2.5M |
| CoreCap Advisors, LLC | $2.0M | 31,437 | 0.06% | 7q | -11.9%-$270.7K |
| Sound Income Strategies, LLC | $1.9M | 29,906 | 0.09% | 12q | -11.6%-$253.3K |
| Baring Financial LLC | $1.3M | 20,491 | 0.70% | 4q | +3.4%+$42.4K |
| Retireful, LLC | $952.8K | 14,979 | 0.82% | 4q | +8.7%+$76.4K |
| First Heartland Consultants, Inc. | $817.5K | 12,852 | 0.05% | 11q | +4.7%+$36.4K |
| Investors Research Corp | $752.2K | 11,825 | 0.13% | 10q | +7.1%+$50.1K |
| Cooper Financial Group | $689.3K | 10,837 | 0.05% | 10q | -4.7%-$34.1K |
| Cadent Capital Advisors, LLC | $626.4K | 9,847 | 0.13% | 5q | +1.3%+$7.9K |
| Wedmont Private Capital | $621.7K | 9,641 | 0.01% | 10q | HELD |
| MassMutual Private Wealth & Trust, FSB | $544.8K | 8,565 | 0.01% | 32q | HELD |
| Apeiron RIA LLC | $467.7K | 7,351 | 0.11% | 12q | -84.7%-$2.6M |
| Wealth Group Ltd | $384.5K | 5,985 | 0.07% | 2q | +68.8%+$156.8K |
| GoalVest Advisory LLC | $332.7K | 5,230 | 0.06% | 4q | HELD |
| Bank of New Hampshire | $262.7K | 4,130 | 0.06% | 11q | -15.7%-$49.0K |
| Valeo Financial Advisors, LLC | $237.8K | 3,739 | 0.01% | 5q | HELD |
| Avidian Wealth Enterprises, LLC | $237.1K | 3,727 | 0.01% | 7q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $231.5K | 3,640 | 0.03% | 2q | HELD |
| Hickory Point Bank & Trust | $21.7K | 341 | 0.01% | 3q | HELD |
| Polaris Financial Partners | $21.4K | 333,977 | 9.59% | new | FIRST |
| GK Wealth Management LLC | $3.2K | 51 | 0.00% | new | NEW |
| GAMMA Investing LLC | $3.2K | 50 | 0.00% | 2q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $700 | 11 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $71.3M | 1,120,433 | 1 | 7 | 8 | 0.0% |
| Q2 2026 | 583 | $5.2B | 84,982,748 | 64 | 170 | 205 | 0.1% |
| Q1 2026 | 565 | $4.6B | 84,046,148 | 43 | 132 | 239 | 0.1% |
| Q4 2025 | 649 | $6.1B | 102,596,897 | 79 | 235 | 154 | 0.0% |
| Q3 2025 | 568 | $5.9B | 103,228,378 | 58 | 261 | 130 | 0.1% |
| Q2 2025 | 554 | $4.9B | 94,590,162 | 72 | 237 | 155 | 0.1% |
| Q1 2025 | 525 | $4.7B | 115,963,475 | 102 | 176 | 149 | 0.0% |
| Q4 2024 | 472 | $4.6B | 108,977,781 | 57 | 197 | 92 | 0.1% |
| Q3 2024 | 415 | $3.4B | 70,590,522 | 54 | 154 | 116 | 0.1% |
| Q2 2024 | 383 | $3.0B | 65,114,795 | 69 | 151 | 78 | 0.1% |
| Q1 2024 | 336 | $2.8B | 66,655,005 | 76 | 108 | 82 | 0.0% |
| Q4 2023 | 277 | $2.1B | 55,699,699 | 51 | 86 | 71 | 0.0% |
| Q3 2023 | 232 | $1.4B | 40,868,789 | 34 | 190 | 5 | 0.0% |
| Q2 2023 | 220 | $1.2B | 3,635,261 | 31 | 73 | 52 | 0.2% |
| Q1 2023 | 209 | $1.0B | 3,494,841 | 24 | 47 | 78 | 0.4% |
| Q4 2022 | 204 | $1.2B | 4,369,142 | 15 | 49 | 74 | 0.0% |
| Q3 2022 | 204 | $1.0B | 3,759,380 | 14 | 64 | 65 | 0.0% |
| Q2 2022 | 208 | $1.1B | 3,672,174 | 20 | 48 | 77 | 0.0% |
| Q1 2022 | 213 | $1.4B | 3,842,582 | 18 | 66 | 63 | 1.6% |
| Q4 2021 | 224 | $1.4B | 3,917,699 | 28 | 76 | 41 | 0.0% |
| Q3 2021 | 193 | $1.1B | 3,387,733 | 26 | 63 | 42 | 0.0% |
| Q2 2021 | 181 | $991.5M | 3,044,771 | 21 | 54 | 50 | 0.0% |
| Q1 2021 | 174 | $901.6M | 3,040,141 | 19 | 41 | 64 | 0.0% |
| Q4 2020 | 167 | $930.4M | 3,262,789 | 17 | 52 | 40 | 0.0% |
| Q3 2020 | 157 | $839.7M | 3,205,891 | 24 | 51 | 37 | 0.0% |
| Q2 2020 | 139 | $712.9M | 2,993,326 | 36 | 39 | 31 | 0.0% |
| Q1 2020 | 113 | $362.3M | 1,844,042 | 22 | 32 | 26 | 0.0% |
| Q4 2019 | 121 | $434.3M | 1,860,553 | 15 | 23 | 32 | 0.0% |
| Q3 2019 | 109 | $325.4M | 1,531,652 | 4 | 34 | 29 | 0.0% |
| Q2 2019 | 115 | $325.1M | 1,549,190 | 14 | 25 | 35 | 0.0% |
| Q1 2019 | 107 | $309.7M | 1,526,077 | 21 | 17 | 32 | 0.0% |
| Q4 2018 | 92 | $261.5M | 1,453,476 | 2 | 3 | 2 | 0.0% |