Who Owns INVESCO EXCHANGE TRADED FD T (XLG)? -- Institutional Holders (2026-06-30)
629 institutions reported holding $5.08B of INVESCO EXCHANGE TRADED FD T (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $578.5M | 9.4M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $433.6M | 7.2M | Added |
| 3 | MORGAN STANLEY | $390.6M | 6.4M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $211.0M | 3.4M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $189.6M | 3.1M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $169.9M | 2.8M | Trimmed |
| 7 | Principle Wealth Partners LLC | $158.8M | 2.6M | Added |
| 8 | OSAIC HOLDINGS, INC. | $145.6M | 2.4M | Trimmed |
| 9 | Johnson Financial Group, Inc. | $138.1M | 2.3M | Added |
| 10 | Royal Bank of Canada | $117.6M | 1.9M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $103.4M | 1.7M | Added |
| 12 | MEANS INVESTMENT CO., INC. | $99.5M | 1.6M | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.9M | 1.4M | Trimmed |
| 14 | UBS Group AG | $79.6M | 1.3M | Trimmed |
| 15 | Lido Advisors, LLC | $77.0M | 1.3M | Trimmed |
| 16 | HighTower Advisors, LLC | $73.2M | 1.2M | Added |
| 17 | STIFEL FINANCIAL CORP | $68.7M | 1.1M | Added |
| 18 | Bogart Wealth, LLC | $68.6M | 1.1M | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $65.8M | 1.1M | Trimmed |
| 20 | Invesco Ltd. | $57.1M | 931,939 | Trimmed |
| 21 | MML INVESTORS SERVICES, LLC | $54.4M | 887,762 | Added |
| 22 | Clearstead Advisors, LLC | $53.0M | 865,654 | Trimmed |
| 23 | JONES FINANCIAL COMPANIES LLLP | $49.7M | 837,467 | Added |
| 24 | Demars Financial Group, LLC | $47.5M | 776,421 | Added |
| 25 | Cetera Investment Advisers | $45.7M | 746,104 | Added |
Source: SEC Form 13F filings · as of 2026-06-30