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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,335
shares
|
$312,897
0.04% of portfolio
|
Q3 2025
Added 22.31%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,319
shares
|
$311,959
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,273
shares
|
$309,261
0.02% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
5,230
shares
|
$306,739
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
5,230
shares
|
$306,739
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
5,181
shares
|
$303,865
0.11% of portfolio
|
Q3 2025
Reduced 23.16%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
5,085
shares
|
$298,235
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
5,081
shares
|
$298,000
0.13% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,070
shares
|
$297,355
0.01% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,052
shares
|
$296,299
0.01% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
5,012
shares
|
$293,953
0.04% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$293,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$293,250
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,999
shares
|
$293,191
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
4,980
shares
|
$292,077
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
4,979
shares
|
$292,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
4,920
shares
|
$288,558
0.0% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
4,915
shares
|
$288,264
0.04% of portfolio
|
Q4 2025
Reduced 7.61%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
4,875
shares
|
$285,918
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,865
shares
|
$285,332
0.14% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,820
shares
|
$282,693
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,802
shares
|
$281,637
0.0% of portfolio
|
Q3 2025
Reduced 81.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,703
shares
|
$275,830
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
4,639
shares
|
$272,077
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
4,576
shares
|
$268,382
0.18% of portfolio
|
Q4 2025
Reduced 15.88%
|
|