Institutional Ownership Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG). We have compiled data on the 614 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
10,697,695
shares
|
$627 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,833,333
shares
|
$401 Million
0.02% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,248,330
shares
|
$249 Million
0.02% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,786,602
shares
|
$222 Million
0.01% of portfolio
|
Q3 2025
Added 102.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,759,673
shares
|
$221 Million
0.04% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,900,899
shares
|
$170 Million
0.06% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,741,301
shares
|
$161 Million
10.1% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,412,194
shares
|
$141 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,296,020
shares
|
$135 Million
0.03% of portfolio
|
Q3 2025
Added 46.55%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,045,865
shares
|
$120 Million
4.47% of portfolio
|
Q3 2025
Added 17.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,963,989
shares
|
$115 Million
0.03% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,924,260
shares
|
$113 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,708,711
shares
|
$100 Million
0.15% of portfolio
|
Q3 2025
Added 45.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,596,149
shares
|
$93.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,525,205
shares
|
$89.5 Million
0.02% of portfolio
|
Q2 2025
Added 38.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$88.6 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1,396,283
shares
|
$81.9 Million
7.16% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,353,307
shares
|
$79.4 Million
8.84% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,340,500
shares
|
$78.6 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,260,447
shares
|
$73.9 Million
0.23% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,108,233
shares
|
$65 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,094,754
shares
|
$64.2 Million
3.29% of portfolio
|
Q3 2025
Added 56.58%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,079,721
shares
|
$63.3 Million
2.53% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
965,569
shares
|
$56.6 Million
4.69% of portfolio
|
Q3 2025
Added 82.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
924,507
shares
|
$54.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.15%
|
|