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 638 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
22,874
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
22,841
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
22,541
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,347
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
22,340
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
22,117
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,938
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
21,809
shares
|
$1.28 Million
1.07% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
21,604
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2025
Added 10.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,479
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,397
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
21,029
shares
|
$1.23 Million
0.33% of portfolio
|
Q4 2025
Added 10.13%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
20,731
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
20,650
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
20,639
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
20,506
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2025
Added 19.26%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,381
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,364
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 284.44%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
20,338
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2025
Added 106.16%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
20,121
shares
|
$1.18 Million
0.77% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
20,030
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
19,981
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Added 60.71%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
19,883
shares
|
$1.17 Million
0.27% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
19,880
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
19,644
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2025
Added 7.87%
|
|