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 |
|---|---|---|---|---|---|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
19,323
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19,082
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 104.09%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
19,004
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2025
Added 118.99%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
18,852
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
18,787
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
18,765
shares
|
$1.1 Million
0.57% of portfolio
|
Q3 2025
Added 53.81%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
18,660
shares
|
$1.09 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
18,367
shares
|
$1.08 Million
0.61% of portfolio
|
Q4 2025
Added 41.67%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
18,024
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17,986
shares
|
$1.05 Million
1.06% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
17,832
shares
|
$1.05 Million
1.02% of portfolio
|
Q4 2025
Added 28.58%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
17,573
shares
|
$1.03 Million
0.54% of portfolio
|
Q3 2025
Added 97.54%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
17,452
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 57.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
17,003
shares
|
$997,225
0.06% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
17,002
shares
|
$997,167
0.01% of portfolio
|
Q3 2025
Added 77.7%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
16,477
shares
|
$966,376
0.4% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,325
shares
|
$957,461
0.15% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
16,147
shares
|
$947,021
0.54% of portfolio
|
Q3 2025
Added 98.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
16,120
shares
|
$945,438
0.01% of portfolio
|
Q2 2025
Added 7919.9%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
16,104
shares
|
$944,499
0.03% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
16,071
shares
|
$942,564
0.61% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$920,746
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
15,142
shares
|
$888,078
0.05% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
15,101
shares
|
$885,673
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
15,097
shares
|
$885,439
0.23% of portfolio
|
Q3 2025
Added 85.99%
|
|