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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,250
shares
|
$73,312
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,249
shares
|
$73,253
0.02% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$70,380
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,180
shares
|
$69,207
0.0% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,151
shares
|
$67,506
0.0% of portfolio
|
Q3 2025
Added 93.45%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
1,131
shares
|
$66,333
0.03% of portfolio
|
Q4 2025
Added 50.6%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,095
shares
|
$64,221
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,026
shares
|
$60,174
0.02% of portfolio
|
Q3 2025
Added 193.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,023
shares
|
$59,998
0.0% of portfolio
|
Q4 2025
Added 32.51%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$58,650
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
983
shares
|
$57,652
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
960
shares
|
$56,304
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
960
shares
|
$56,304
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
960
shares
|
$56,304
0.02% of portfolio
|
Q3 2025
Added 90.48%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
910
shares
|
$53,371
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
889
shares
|
$52,139
0.01% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
862
shares
|
$50,556
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
862
shares
|
$50,556
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
778
shares
|
$45,629
0.1% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
759
shares
|
$44,515
0.01% of portfolio
|
Q3 2025
Reduced 59.04%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
750
shares
|
$43,987
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
736
shares
|
$43,166
0.0% of portfolio
|
Q3 2025
Added 37.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
696
shares
|
$40,820
0.01% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
690
shares
|
$40,468
0.01% of portfolio
|
Q1 2025
Reduced 67.11%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
636
shares
|
$37,301
0.02% of portfolio
|
Q4 2024
New holding
|
|