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Institutional Holders of XLG

There is a long list of 288 institutional holders of XLG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XLG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XLG table below, the initial column indicates the name of each top institutional holder of XLG, with a link to that fund's top holdings. The next columns indicate the amount of XLG stock held by each of the institutional holders of XLG, followed by the XLG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Fisher Asset Management LLC5,881,124$221,836 12/31/2023
     XLG5,881,124$221,836 12/31/2023
LPL Financial LLC5,554,271$209,507 12/31/2023
     XLG5,554,271$209,507 12/31/2023
Morgan Stanley3,989,587$150,487 12/31/2023
     XLG3,989,587$150,487 12/31/2023
Bank of America Corp DE3,613,883$136,316 12/31/2023
     XLG3,613,883$136,316 12/31/2023
Ameriprise Financial Inc.2,733,412$103,192 12/31/2023
     XLG2,733,412$103,192 12/31/2023
Wells Fargo & Company MN1,885,749$71,130 12/31/2023
     XLG1,885,749$71,130 12/31/2023
UBS Group AG1,766,931$66,649 12/31/2023
     XLG1,766,931$66,649 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC1,530,308$57,723 12/31/2023
     XLG1,530,308$57,723 12/31/2023
Raymond James Financial Services Advisors Inc.1,082,080$45,588 03/31/2024
     XLG1,082,080$45,588 03/31/2024
One Capital Management LLC1,009,400$38,075 12/31/2023
     XLG1,009,400$38,075 12/31/2023
Goldman Sachs Group Inc.934,951$35,266 12/31/2023
     XLG934,951$35,266 12/31/2023
Stifel Financial Corp845,050$31,875 12/31/2023
     XLG845,050$31,875 12/31/2023
GPS Wealth Strategies Group LLC789,818$29,792 12/31/2023
     XLG789,818$29,792 12/31/2023
Principle Wealth Partners LLC703,569$29,641 03/31/2024
     XLG703,569$29,641 03/31/2024
JPMorgan Chase & Co.775,889$29,267 12/31/2023
     XLG775,889$29,267 12/31/2023
Royal Bank of Canada749,606$28,275 12/31/2023
     XLG749,606$28,275 12/31/2023
Advisor Group Holdings Inc.719,498$27,139 12/31/2023
     XLG719,498$27,139 12/31/2023
Envestnet Asset Management Inc.591,844$22,324 12/31/2023
     XLG591,844$22,324 12/31/2023
Apexium Financial LP528,145$22,251 03/31/2024
     XLG528,145$22,251 03/31/2024
Retirement Group LLC583,650$22,015 12/31/2023
     XLG583,650$22,015 12/31/2023
Quattro Financial Advisors LLC478,028$20,139 03/31/2024
     XLG478,028$20,139 03/31/2024
HighTower Advisors LLC508,292$19,174 12/31/2023
     XLG508,292$19,174 12/31/2023
Raymond James & Associates447,521$18,854 03/31/2024
     XLG447,521$18,854 03/31/2024
Simplex Trading LLC $17,831 03/31/2024
     Call289,500$45,945 03/31/2024
     Put169,400$28,119 03/31/2024
     XLG109$5 03/31/2024
Bank Hapoalim BM468,000$17,653 12/31/2023
     XLG468,000$17,653 12/31/2023
Demars Financial Group LLC398,028$16,769 03/31/2024
     XLG398,028$16,769 03/31/2024
Mirae Asset Global Investments Co. Ltd.419,000$15,805 12/31/2023
     XLG419,000$15,805 12/31/2023
Avestar Capital LLC395,216$14,908 12/31/2023
     XLG395,216$14,908 12/31/2023
AE Wealth Management LLC374,363$14,746 12/31/2023
     XLG374,363$14,746 12/31/2023
MML Investors Services LLC330,866$12,480 12/31/2023
     XLG330,866$12,480 12/31/2023
Cambridge Investment Research Advisors Inc.280,179$11,804 03/31/2024
     XLG280,179$11,804 03/31/2024
Wealthsource Partners LLC310,342$11,706 12/31/2023
     XLG310,342$11,706 12/31/2023
Segment Wealth Management LLC257,740$10,859 03/31/2024
     XLG257,740$10,859 03/31/2024
Stratos Wealth Partners LTD.254,445$10,720 03/31/2024
     XLG254,445$10,720 03/31/2024
Pegasus Partners Ltd.249,690$10,519 03/31/2024
     XLG249,690$10,519 03/31/2024
Thoroughbred Financial Services LLC275,394$10,387 12/31/2023
     XLG275,394$10,387 12/31/2023
Global Retirement Partners LLC245,501$10,343 03/31/2024
     XLG245,501$10,343 03/31/2024
Integrated Wealth Concepts LLC246,934$9,314 12/31/2023
     XLG246,934$9,314 12/31/2023
Columbia Advisory Partners LLC207,982$8,762 03/31/2024
     XLG207,982$8,762 03/31/2024
Mercer Global Advisors Inc. ADV218,152$8,229 12/31/2023
     XLG218,152$8,229 12/31/2023
Private Advisor Group LLC216,952$8,183 12/31/2023
     XLG216,952$8,183 12/31/2023
Cedar Wealth Management LLC205,531$7,753 12/31/2023
     XLG205,531$7,753 12/31/2023
Centaurus Financial Inc.203,935$7,692 12/31/2023
     XLG203,935$7,692 12/31/2023
Asset Allocation Strategies LLC192,944$7,278 12/31/2023
     XLG192,944$7,278 12/31/2023
Farther Finance Advisors LLC187,171$7,060 12/31/2023
     XLG187,171$7,060 12/31/2023
Two Sigma Investments LP185,600$7,001 12/31/2023
     XLG185,600$7,001 12/31/2023
U.S. Capital Wealth Advisors LLC183,816$6,934 12/31/2023
     XLG183,816$6,934 12/31/2023
Johnson Investment Counsel Inc.179,864$6,784 12/31/2023
     XLG179,864$6,784 12/31/2023
PFG Investments LLC157,060$6,617 03/31/2024
     XLG157,060$6,617 03/31/2024
Commonwealth Equity Services LLC174,950$6,599 12/31/2023
     XLG174,950$6,599 12/31/2023

See All: Funds Holding XLG
See Details: Top 10 Hedge Funds Holding XLG
Also See: XLG Holdings Changes

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