INVESCO EXCHANGE TRADED FD T (XLG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
569
Reporting holders
$5.0B
Reported value
0.1%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $578.5M | 9,447,300 | 0.13% | 31q | -5.4%-$33.2M |
| JPMORGAN CHASE & CO | $433.6M | 7,169,840 | 0.02% | 31q | +877.6%+$389.2M |
| MORGAN STANLEY | $390.6M | 6,378,648 | 0.02% | 33q | -2.0%-$7.8M |
| WELLS FARGO & COMPANY/MN | $211.0M | 3,445,571 | 0.03% | 31q | -50.9%-$218.4M |
| BANK OF AMERICA CORP /DE/ | $189.6M | 3,095,951 | 0.01% | 31q | -4.0%-$8.0M |
| RAYMOND JAMES FINANCIAL INC | $169.9M | 2,774,385 | 0.05% | 7q | -2.8%-$5.0M |
| Principle Wealth Partners LLC | $158.8M | 2,592,959 | 7.84% | 12q | +1.6%+$2.4M |
| OSAIC HOLDINGS, INC. | $145.6M | 2,378,244 | 0.17% | 26q | -11.9%-$19.6M |
| Johnson Financial Group, Inc. | $138.1M | 2,255,508 | 4.54% | 10q | +8.9%+$11.3M |
| ROYAL BANK OF CANADA | $117.6M | 1,921,389 | 0.02% | 31q | +22.4%+$21.5M |
| AMERIPRISE FINANCIAL INC | $103.4M | 1,689,089 | 0.02% | 31q | -47.9%-$95.2M |
| MEANS INVESTMENT CO., INC. | $99.5M | 1,624,685 | 7.51% | 7q | +3.9%+$3.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.9M | 1,370,284 | 0.14% | 12q | -5.2%-$4.6M |
| UBS Group AG | $79.6M | 1,300,255 | 0.01% | 31q | -29.7%-$33.6M |
| Lido Advisors, LLC | $77.0M | 1,257,704 | 0.21% | 8q | -5.3%-$4.3M |
| HighTower Advisors, LLC | $73.2M | 1,195,204 | 0.07% | 31q | +33.0%+$18.2M |
| STIFEL FINANCIAL CORP | $68.7M | 1,122,247 | 0.06% | 31q | +11.5%+$7.1M |
| Bogart Wealth, LLC | $68.6M | 1,120,730 | 2.35% | 22q | +2.0%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $65.8M | 1,074,733 | 0.02% | 31q | -9.8%-$7.1M |
| Invesco Ltd. | $57.1M | 931,939 | 0.00% | 7q | -7.7%-$4.8M |
| MML INVESTORS SERVICES, LLC | $54.4M | 887,762 | 0.11% | 26q | +19.8%+$9.0M |
| Clearstead Advisors, LLC | $53.0M | 865,654 | 0.50% | 9q | -1.0%-$562.4K |
| JONES FINANCIAL COMPANIES LLLP | $49.7M | 837,467 | 0.02% | 10q | +10.4%+$4.7M |
| Demars Financial Group, LLC | $47.5M | 776,421 | 13.17% | 11q | HELD |
| Cetera Investment Advisers | $45.7M | 746,104 | 0.04% | 31q | +7.7%+$3.3M |
| CITIGROUP INC | $45.7M | 745,845 | 0.02% | 31q | +24.9%+$9.1M |
| Private Advisor Group, LLC | $40.7M | 664,341 | 0.19% | 30q | +1.0%+$389.4K |
| One Capital Management, LLC | $38.5M | 704,917 | 1.07% | 17q | HELD |
| Farther Finance Advisors, LLC | $37.2M | 607,616 | 0.29% | 15q | -7.2%-$2.9M |
| Cedar Wealth Management, LLC | $36.0M | 588,062 | 9.26% | 25q | +1.0%+$368.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35.2M | 575,169 | 0.19% | 3q | +0.8%+$265.2K |
| Stratos Wealth Partners, LTD. | $27.5M | 449,071 | 0.28% | 13q | +9.6%+$2.4M |
| Global Retirement Partners, LLC | $25.3M | 412,914 | 0.39% | 16q | +7.6%+$1.8M |
| Core Wealth Advisors, Inc. | $24.6M | 402,306 | 4.95% | 9q | +3.2%+$755.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $24.3M | 397,228 | 0.02% | 24q | +92.7%+$11.7M |
| GOLDMAN SACHS GROUP INC | $22.9M | 374,672 | 0.00% | 12q | -47.6%-$20.9M |
| EP Wealth Advisors, LLC | $21.0M | 343,570 | 0.08% | 14q | -4.4%-$972.8K |
| BROWN ADVISORY INC | $21.0M | 342,322 | 0.03% | 10q | -23.9%-$6.6M |
| QUATTRO FINANCIAL ADVISORS LLC | $20.7M | 337,860 | 4.42% | 10q | HELD |
| Tulsa Wealth Advisors, INC | $20.0M | 326,731 | 2.82% | 2q | -29.1%-$8.2M |
| Equitable Holdings, Inc. | $19.5M | 318,702 | 0.12% | 27q | -10.9%-$2.4M |
| Segment Wealth Management, LLC | $18.7M | 305,742 | 0.97% | 16q | +4.4%+$780.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.8M | 291,213 | 0.02% | 31q | -8.2%-$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.7M | 289,297 | 0.01% | 31q | -20.9%-$4.7M |
| Mirae Asset Global Investments Co., Ltd. | $17.1M | 280,000 | 0.03% | 13q | -68.8%-$37.8M |
| Gladstone Institutional Advisory LLC | $16.9M | 276,809 | 0.54% | 9q | -4.1%-$717.0K |
| FIDUCIARY FINANCIAL ADVISORS | $16.9M | 275,854 | 1.72% | 2q | +5498.8%+$16.6M |
| Qube Research & Technologies Ltd | $16.7M | 272,205 | 0.02% | 12q | +32460.4%+$16.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $16.5M | 268,713 | 1.94% | 31q | +6.2%+$954.6K |
| Cyr Financial Inc. | $16.3M | 266,804 | 8.51% | 9q | +6.7%+$1.0M |
| OneDigital Investment Advisors LLC | $14.7M | 239,838 | 0.12% | 31q | +1.7%+$245.5K |
| Integrated Wealth Concepts LLC | $14.5M | 236,890 | 0.07% | 17q | HELD |
| Green Ridge Wealth Planning LLC | $14.0M | 228,719 | 5.89% | 3q | +2.9%+$398.9K |
| Estate Planners Group, LLC | $12.8M | 208,582 | 5.78% | 3q | +2.0%+$255.0K |
| NewEdge Advisors, LLC | $12.3M | 200,437 | 0.04% | 17q | +50.9%+$4.1M |
| Kestra Advisory Services, LLC | $11.7M | 191,225 | 0.04% | 24q | -60.6%-$18.0M |
| JSF Financial, LLC | $11.4M | 186,891 | 1.81% | 9q | +4.2%+$464.5K |
| Summit Financial, LLC | $11.1M | 181,462 | 0.12% | 6q | -12.8%-$1.6M |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $10.8M | 176,958 | 2.27% | 3q | +2.3%+$243.7K |
| Seros Financial, LLC | $10.8M | 176,305 | 5.62% | 7q | +2.1%+$222.6K |
| Vision Retirement, LLC | $10.7M | 174,996 | 2.59% | 3q | +2.6%+$267.6K |
| KPP Advisory Services LLC | $10.6M | 173,685 | 1.34% | 9q | +4.1%+$415.4K |
| PRECEDENT WEALTH PARTNERS, LLC | $10.6M | 173,358 | 1.77% | 11q | -1.0%-$106.8K |
| MGO ONE SEVEN LLC | $9.7M | 158,316 | 0.16% | 10q | +408.9%+$7.8M |
| D. E. Shaw & Co., Inc. | $9.5M | 155,798 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $9.3M | 152,001 | 0.00% | 14q | -3.1%-$297.9K |
| Concurrent Investment Advisors, LLC | $9.1M | 148,505 | 0.08% | 11q | +5.2%+$448.2K |
| JOHNSON INVESTMENT COUNSEL INC | $9.1M | 148,018 | 0.07% | 31q | -1.6%-$147.0K |
| Ameritas Advisory Services, LLC | $9.1M | 147,911 | 0.18% | new | NEW |
| World Investment Advisors | $9.0M | 164,372 | 0.15% | 31q | HELD |
| Rockefeller Capital Management L.P. | $8.6M | 140,926 | 0.01% | 27q | -26.4%-$3.1M |
| D.A. DAVIDSON & CO. | $8.5M | 139,502 | 0.05% | 16q | +1.6%+$138.4K |
| FLAGSHIP WEALTH ADVISORS, LLC | $8.3M | 135,600 | 1.86% | 6q | +35.3%+$2.2M |
| Stratos Wealth Advisors, LLC | $8.2M | 134,237 | 0.45% | 29q | -3.6%-$311.4K |
| PMG Wealth Management, Inc. | $7.7M | 125,829 | 4.76% | 7q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $7.5M | 123,103 | 1.11% | 5q | -65.5%-$14.3M |
| Snowden Capital Advisors LLC | $7.4M | 121,540 | 0.18% | 9q | -5.6%-$438.5K |
| Crescent Grove Advisors, LLC | $7.2M | 117,638 | 0.60% | 25q | HELD |
| IFC & Insurance Marketing, Inc. | $6.9M | 113,274 | 6.11% | 3q | +8.3%+$530.4K |
| Sanctuary Advisors, LLC | $6.9M | 112,349 | 0.03% | 9q | -50.2%-$6.9M |
| Federation des caisses Desjardins du Quebec | $6.7M | 110,063 | 0.02% | 33q | +48.6%+$2.2M |
| Baird Financial Group, Inc. | $6.7M | 109,818 | 0.01% | 12q | -4.6%-$320.7K |
| Gotham Asset Management, LLC | $6.5M | 105,818 | 0.02% | 7q | HELD |
| Sage Mountain Advisors LLC | $6.4M | 104,090 | 0.39% | 20q | -1.7%-$108.6K |
| INTEGRITY ALLIANCE, LLC. | $6.4M | 103,872 | 0.20% | 7q | +3.8%+$234.3K |
| Savvy Advisors, Inc. | $6.1M | 98,864 | 0.13% | new | NEW |
| Aspire Capital Advisors LLC | $5.8M | 94,434 | 1.13% | 17q | +17.3%+$851.9K |
| Atria Investments, Inc | $5.7M | 93,174 | 0.06% | 11q | -41.0%-$4.0M |
| Comprehensive Financial Planning, Inc./PA | $5.7M | 92,770 | 3.03% | 7q | +0.8%+$46.8K |
| HBW ADVISORY SERVICES LLC | $5.6M | 91,730 | 0.51% | 9q | +10.5%+$532.5K |
| Bawa N Mallick Trust | $5.5M | 90,000 | 1.78% | 7q | HELD |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5.4M | 88,334 | 0.20% | 11q | -3.7%-$208.5K |
| Mutual Advisors, LLC | $5.4M | 87,793 | 0.10% | 26q | -11.8%-$721.4K |
| VestGen Advisors, LLC | $5.4M | 87,602 | 0.16% | 6q | +5.2%+$265.6K |
| Steward Partners Investment Advisory, LLC | $5.4M | 87,376 | 0.03% | 31q | +30.3%+$1.2M |
| BASSO CAPITAL MANAGEMENT, L.P. | $5.3M | 86,797 | 1.13% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.2M | 84,361 | 0.08% | 26q | -1.5%-$76.9K |
| AE Wealth Management LLC | $5.1M | 83,108 | 0.02% | 20q | +257.3%+$3.7M |
| GTS SECURITIES LLC | $5.1M | 82,727 | 0.11% | 2q | +999.5%+$4.6M |
| Tower Research Capital LLC (TRC) | $4.9M | 80,790 | 0.12% | 8q | -28.0%-$1.9M |
Showing the largest 100 of 584 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 569 | $5.0B | 82,419,536 | 60 | 165 | 203 | 0.1% |
| Q1 2026 | 554 | $4.5B | 83,088,342 | 42 | 128 | 236 | 0.1% |
| Q4 2025 | 628 | $5.9B | 100,184,676 | 74 | 225 | 154 | 0.0% |
| Q3 2025 | 548 | $5.8B | 100,879,148 | 57 | 251 | 125 | 0.1% |
| Q2 2025 | 529 | $4.8B | 91,583,604 | 67 | 229 | 146 | 0.1% |
| Q1 2025 | 498 | $3.9B | 84,863,826 | 96 | 166 | 140 | 0.0% |
| Q4 2024 | 451 | $3.9B | 77,056,880 | 55 | 186 | 89 | 0.1% |
| Q3 2024 | 394 | $3.2B | 67,618,908 | 52 | 139 | 113 | 0.1% |
| Q2 2024 | 355 | $2.8B | 62,193,073 | 65 | 137 | 71 | 0.1% |
| Q1 2024 | 307 | $2.7B | 64,238,851 | 72 | 95 | 73 | 0.0% |
| Q4 2023 | 251 | $2.0B | 53,133,575 | 45 | 77 | 64 | 0.0% |
| Q3 2023 | 210 | $1.3B | 38,806,607 | 29 | 176 | 3 | 0.0% |
| Q2 2023 | 203 | $1.2B | 3,508,031 | 26 | 68 | 48 | 0.2% |
| Q1 2023 | 188 | $929.3M | 3,238,333 | 23 | 40 | 68 | 0.5% |
| Q4 2022 | 170 | $667.3M | 2,417,840 | 13 | 37 | 64 | 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% |