13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
XLG

INVESCO EXCHANGE TRADED FD T

609 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V233·Exchange Traded Fund·609 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
609
filers reporting
Concentration
20.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

609 institutions reported XLG in Q1 2026. LPL Financial LLC leads at 20.3% 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
$545M10.0M0.14%Q1 202602
MORGAN STANLEY
CIK 0000895421
$355M6.5M0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$191M3.5M0.04%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$176M3.2M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$156M2.9M0.05%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$147M2.7M0.22%Q1 202607
Principle Wealth Partners LLC
CIK 0001743413
$139M2.6M7.96%Q1 202608
Johnson Financial Group, Inc.
CIK 0001477024
$113M2.1M4.09%Q1 202609
UBS Group AG
CIK 0001610520
$101M1.8M0.02%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$88M1.6M0.02%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$86M1.6M0.01%Q1 202612
MEANS INVESTMENT CO., INC.
CIK 0000701516
$85M1.6M7.43%Q1 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$85M1.4M0.14%Q2 202614
Lido Advisors, LLC
CIK 0001650150
$72M1.3M0.22%Q1 202615
Bogart Wealth, LLC
CIK 0001715740
$69M1.1M2.35%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$65M1.2M0.02%Q1 202617
Austin Private Wealth, LLC
CIK 0001800328
$58M986K4.34%Q4 202518
Invesco Ltd.
CIK 0000914208
$55M1.0M0.01%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$55M1.0M0.05%Q1 202620
HighTower Advisors, LLC
CIK 0001462245
$49M898K0.05%Q1 2026
Page 1 of 31
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Insiders at INVESCO EXCHANGE TRADED FD T
Fisher Jeffrey →Siordia Robert M →Price Group Llc →Keating Melvin L →Leibowitz Reuben S →