XLG — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026

Name: Who Owns XLG? 28 Institutions Hold $92.7M (Q3 2026)
Creator: ko.io

Who owns Invesco Exchange Traded Fd T (XLG)? 28 institutions reported holding $92.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($37.9M), Polaris Financial Partners ($21.4M), Green Ridge Wealth Planning LLC ($14.0M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$37.9M	595,456	Trimmed
2	Polaris Financial Partners	$21.4M	333,977	New
3	Green Ridge Wealth Planning LLC	$14.0M	220,635	Trimmed
4	City Center Advisors, LLC	$4.5M	70,311	Added
5	SAPIENT CAPITAL LLC	$2.5M	39,396	Hold
6	CoreCap Advisors, LLC	$2.0M	31,437	Trimmed
7	Sound Income Strategies, LLC	$1.9M	29,906	Trimmed
8	Baring Financial LLC	$1.3M	20,491	Added
9	Retireful, LLC	$952,814	14,979	Added
10	First Heartland Consultants, Inc.	$817,501	12,852	Added
11	Investors Research Corp	$752,188	11,825	Added
12	Cooper Financial Group	$689,337	10,837	Trimmed
13	Cadent Capital Advisors, LLC	$626,364	9,847	Added
14	Wedmont Private Capital	$621,748	9,641	Hold
15	MassMutual Private Wealth & Trust, FSB	$544,820	8,565	Hold
16	Apeiron RIA LLC	$467,671	7,351	Trimmed
17	Wealth Group Ltd	$384,536	5,985	Added
18	GoalVest Advisory LLC	$332,680	5,230	Hold
19	Bank of New Hampshire	$262,709	4,130	Trimmed
20	Valeo Financial Advisors, LLC	$237,816	3,739	Added
21	Avidian Wealth Enterprises, LLC	$237,066	3,727	Hold
22	ECLECTIC ASSOCIATES INC /ADV	$231,540	3,640	Hold
23	Hickory Point Bank & Trust	$21,691	341	Hold
24	GK Wealth Management LLC	$3,245	51	New
25	GAMMA Investing LLC	$3,181	50	Hold

Source: SEC Form 13F filings · as of 2026-09-30