Who Owns Guggenheim ETF (XLG)? -- Institutional Holders (2026-06-30)

630 institutions reported holding $5.08B of Guggenheim ETF (XLG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($578.5M), JPMORGAN CHASE & CO ($433.6M), MORGAN STANLEY ($390.6M), WELLS FARGO & COMPANY/MN ($211.0M), BANK OF AMERICA CORP /DE/ ($189.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$578.5M9.4MTrimmed
2JPMORGAN CHASE & CO$433.6M7.2MAdded
3MORGAN STANLEY$390.6M6.4MTrimmed
4WELLS FARGO & COMPANY/MN$211.0M3.4MTrimmed
5BANK OF AMERICA CORP /DE/$189.6M3.1MTrimmed
6RAYMOND JAMES FINANCIAL INC$169.9M2.8MTrimmed
7Principle Wealth Partners LLC$158.8M2.6MAdded
8OSAIC HOLDINGS, INC.$145.6M2.4MTrimmed
9Johnson Financial Group, Inc.$138.1M2.3MAdded
10Royal Bank of Canada$117.6M1.9MAdded
11AMERIPRISE FINANCIAL INC$103.4M1.7MAdded
12MEANS INVESTMENT CO., INC.$99.5M1.6MAdded
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$84.9M1.4MTrimmed
14UBS Group AG$79.6M1.3MTrimmed
15Lido Advisors, LLC$77.0M1.3MTrimmed
16HighTower Advisors, LLC$73.2M1.2MAdded
17STIFEL FINANCIAL CORP$68.7M1.1MAdded
18Bogart Wealth, LLC$68.6M1.1MAdded
19ENVESTNET ASSET MANAGEMENT INC$65.8M1.1MTrimmed
20Invesco Ltd.$57.1M931,939Trimmed
21MML INVESTORS SERVICES, LLC$54.4M887,762Added
22Clearstead Advisors, LLC$53.0M865,654Trimmed
23JONES FINANCIAL COMPANIES LLLP$49.7M837,467Added
24Demars Financial Group, LLC$47.5M776,421Added
25Cetera Investment Advisers$45.7M746,104Added

来源：SEC 13F 申报文件 · 截至 2026-06-30