13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XLG

INVESCO EXCHANGE TRADED FD T

618 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V233·Exchange Traded Fund·618 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.3B
visible holders
Holders
618
filers reporting
Concentration
17.46%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

618 institutions reported XLG in Q2 2026. LPL Financial LLC leads at 17.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$578M9.4M0.13%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$434M7.2M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$391M6.4M0.02%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$211M3.4M0.03%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$190M3.1M0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$170M2.8M0.05%Q2 202607
Principle Wealth Partners LLC
CIK 0001743413
$159M2.6M7.84%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$146M2.4M0.17%Q2 202609
Johnson Financial Group, Inc.
CIK 0001477024
$138M2.3M4.54%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$118M1.9M0.02%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$103M1.7M0.02%Q2 202612
MEANS INVESTMENT CO., INC.
CIK 0000701516
$99M1.6M7.51%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$85M1.4M0.14%Q2 202614
UBS Group AG
CIK 0001610520
$80M1.3M0.01%Q2 202615
Lido Advisors, LLC
CIK 0001650150
$77M1.3M0.21%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$73M1.2M0.07%Q2 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$69M1.1M0.06%Q2 202618
Bogart Wealth, LLC
CIK 0001715740
$69M1.1M2.35%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$66M1.1M0.02%Q2 202620
Austin Private Wealth, LLC
CIK 0001800328
$58M986K4.34%Q4 2025
Page 1 of 31
598 more holders available. Log in →
Insiders at INVESCO EXCHANGE TRADED FD T
Fisher Jeffrey →Siordia Robert M →Price Group Llc →Keating Melvin L →Leibowitz Reuben S →