Who Owns INVESCO EXCHANGE TRADED FD T (XLG)? -- Institutional Holders (2026-03-31)
677 institutions reported holding $4.29B of INVESCO EXCHANGE TRADED FD T (XLG) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($545.0M), MORGAN STANLEY ($354.9M), WELLS FARGO & COMPANY/MN ($191.3M), BANK OF AMERICA CORP /DE/ ($176.0M), RAYMOND JAMES FINANCIAL INC ($155.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $545.0M | 10.0M | Trimmed |
| 2 | MORGAN STANLEY | $354.9M | 6.5M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $191.3M | 3.5M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $176.0M | 3.2M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $155.8M | 2.9M | Added |
| 6 | OSAIC HOLDINGS, INC. | $147.2M | 2.7M | Trimmed |
| 7 | Principle Wealth Partners LLC | $139.3M | 2.6M | Added |
| 8 | Johnson Financial Group, Inc. | $113.0M | 2.1M | Added |
| 9 | UBS Group AG | $100.9M | 1.8M | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $88.4M | 1.6M | Trimmed |
| 11 | Royal Bank of Canada | $85.6M | 1.6M | Trimmed |
| 12 | MEANS INVESTMENT CO., INC. | $85.3M | 1.6M | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.4M | 1.4M | Trimmed |
| 14 | Lido Advisors, LLC | $72.4M | 1.3M | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $65.0M | 1.2M | Trimmed |
| 16 | Bogart Wealth, LLC | $60.0M | 1.1M | Added |
| 17 | Invesco Ltd. | $55.1M | 1.0M | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $54.9M | 1.0M | Added |
| 19 | HighTower Advisors, LLC | $49.0M | 898,421 | Added |
| 20 | Clearstead Advisors, LLC | $47.7M | 874,839 | Trimmed |
| 21 | Demars Financial Group, LLC | $42.3M | 775,044 | Trimmed |
| 22 | MML INVESTORS SERVICES, LLC | $40.4M | 740,807 | Trimmed |
| 23 | JONES FINANCIAL COMPANIES LLLP | $40.1M | 758,507 | Added |
| 24 | GOLDMAN SACHS GROUP INC | $39.0M | 715,419 | Added |
| 25 | JPMORGAN CHASE & CO | $38.7M | 733,408 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31