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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$71.38 -0.59 (-0.82%)
Closing price 09/23/2025 04:00 PM Eastern
Extended Trading
$71.40 +0.03 (+0.04%)
As of 09/23/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$536.20M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$167.77M
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XT Institutional Buying and Selling by Quarter

iShares Exponential Technologies ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.43,324$2.83M0.0%-5.8%0.084%
8/27/2025 Orion Porfolio Solutions LLC99,102$6.47M0.1%-5.8%0.192%
8/16/2025 Evergreen Capital Management LLC30,441$1.99M0.1%-2.0%0.059%
8/15/2025 Captrust Financial Advisors8,955$584K0.0%-8.2%0.017%
8/15/2025 Orion Porfolio Solutions LLC824,495$53.80M0.4%+683.4%1.595%
8/15/2025 MML Investors Services LLC38,551$2.52M0.0%-5.8%0.075%
8/15/2025 IHT Wealth Management LLC5,770$376K0.0%-12.7%0.011%
8/15/2025 EP Wealth Advisors LLC6,307$412K0.0%-16.7%0.012%
8/15/2025 Bank of America Corp DE287,652$18.77M0.0%-3.1%0.556%
8/15/2025 Ameriprise Financial Inc.641,593$41.91M0.0%+143.6%1.241%
8/14/2025 Strategic Wealth Investment Group LLC2,063$135K0.2%N/A0.004%
8/14/2025 Jane Street Group LLC50,722$3.31M0.0%-68.3%0.098%
8/14/2025 Raymond James Financial Inc.209,967$13.70M0.0%-0.4%0.406%
8/14/2025 Quantinno Capital Management LP5,463$356K0.0%N/A0.011%
8/14/2025 Vivaldi Capital Management LP8,034$524K0.1%-1.9%0.016%
8/14/2025 Qube Research & Technologies Ltd16,336$1.07M0.0%-58.4%0.032%
8/14/2025 Sentinus LLC26,193$1.71M0.4%-7.6%0.051%
8/14/2025 Ally Invest Advisors Inc.13,135$857K0.1%+4.9%0.025%
8/14/2025 Cerity Partners LLC16,524$1.08M0.0%-8.2%0.032%
8/13/2025 Baird Financial Group Inc.292,585$19.09M0.0%+8.3%0.566%
8/13/2025 Crescent Grove Advisors LLC17,435$1.14M0.1%-6.5%0.034%
8/13/2025 Kilter Group LLC780$51K0.0%N/A0.002%
8/13/2025 VestGen Advisors LLC4,865$321K0.0%-8.7%0.009%
8/13/2025 Northwestern Mutual Wealth Management Co.21,743$1.42M0.0%+8.0%0.042%
8/13/2025 Fortress Financial Solutions LLC7,989$521K0.6%-8.0%0.015%
8/12/2025 MAI Capital Management15,760$1.03M0.0%-12.8%0.030%
8/12/2025 JPMorgan Chase & Co.542$35K0.0%-85.8%0.001%
8/12/2025 Howe & Rusling Inc.1,155$75K0.0%N/A0.002%
8/12/2025 NFP Retirement Inc.14,938$975K0.1%N/A0.029%
8/11/2025 TD Waterhouse Canada Inc.4,051$263K0.0%N/A0.008%
8/11/2025 Perennial Investment Advisors LLC3,461$226K0.0%N/A0.007%
8/11/2025 Cannon Advisors Inc.7,676$501K0.4%+30.4%0.015%
8/8/2025 Kingsview Wealth Management LLC21,738$1.42M0.0%-2.4%0.042%
8/8/2025 Cetera Investment Advisers14,691$959K0.0%+4.8%0.028%
8/8/2025 Creative Planning8,618$562K0.0%-1.8%0.017%
8/8/2025 Foundations Investment Advisors LLC3,118$203K0.0%N/A0.006%
8/8/2025 PNC Financial Services Group Inc.11,201$731K0.0%+190.0%0.022%
8/7/2025 PFG Advisors39,698$2.59M0.1%+10.2%0.077%
8/6/2025 AE Wealth Management LLC15,304$999K0.0%-5.6%0.030%
8/6/2025 Atlantic Union Bankshares Corp7,635$498K0.0%N/A0.015%
8/5/2025 GPS Wealth Strategies Group LLC5,058$330K0.0%-5.0%0.010%
8/5/2025 Benchmark Financial Wealth Advisors LLC3,085$201K0.1%N/A0.006%
8/5/2025 Hutchens & Kramer Investment Management Group LLC4,231$275K0.1%-16.3%0.008%
8/5/2025 Atlas Private Wealth Advisors46,844$3.06M0.4%+100.0%0.091%
8/4/2025 IFG Advisory LLC5,496$359K0.0%N/A0.011%
8/4/2025 Arkadios Wealth Advisors85,960$5.61M0.2%+6.4%0.166%
8/4/2025 Daymark Wealth Partners LLC90,338$5.90M0.2%+2.3%0.175%
8/4/2025 WNY Asset Management LLC7,046$460K0.1%-13.3%0.014%
8/1/2025 GWN Securities Inc.18,597$1.21M0.2%+6.2%0.036%
8/1/2025 Envestnet Asset Management Inc.82,530$5.39M0.0%-2.0%0.159%
7/31/2025 Wealthfront Advisers LLC11,167$729K0.0%+26.7%0.022%
7/30/2025 Strategic Blueprint LLC6,343$414K0.0%-17.0%0.012%
7/30/2025 Exencial Wealth Advisors LLC6,810$444K0.0%-19.2%0.013%
7/30/2025 Brookstone Capital Management90,384$5.90M0.1%+10.0%0.174%
7/30/2025 Crewe Advisors LLC385$25K0.0%N/A0.001%
7/29/2025 Stratos Wealth Advisors LLC133,813$8.73M0.5%-1.1%0.258%
7/29/2025 Stratos Investment Management LLC180,879$11.80M0.5%-13.7%0.349%
7/28/2025 Ritholtz Wealth Management20,508$1.34M0.0%-53.6%0.040%
7/28/2025 Harbour Investments Inc.4,720$308K0.0%-8.1%0.009%
7/28/2025 Courier Capital LLC12,821$837K0.1%-1.4%0.025%
7/28/2025Equitable Trust Co.3,188$208K0.0%N/A0.006%
7/28/2025 RFG Advisory LLC3,122$204K0.0%-50.2%0.006%
7/25/2025 Concord Asset Management LLC VA3,958$258K0.0%N/A0.008%
7/25/2025 MGO One Seven LLC73,378$4.79M0.2%+3.5%0.142%
7/25/2025 CWM LLC189,514$12.37M0.0%-6.3%0.366%
7/25/2025 Apollon Wealth Management LLC11,387$743K0.0%+9.7%0.022%
7/24/2025 Blair William & Co. IL9,452$617K0.0%-4.1%0.018%
7/23/2025 Valmark Advisers Inc.67,542$4.41M0.1%+0.3%0.130%
7/23/2025 Detalus Advisors LLC8,033$524K0.2%+8.2%0.015%
7/23/2025 Sax Wealth Advisors LLC11,283$736K0.0%-39.2%0.022%
7/23/2025 Prime Capital Investment Advisors LLC5,351$349K0.0%-96.4%0.010%
7/22/2025 Valley National Advisers Inc.18,480$1.21M0.2%-3.9%0.036%
7/22/2025 VAUGHAN & Co SECURITIES INC.12,591$822K0.5%-81.9%0.024%
7/22/2025 Wealthcare Capital Partners LLC31,725$2.07M1.0%-5.1%0.061%
7/22/2025 Wealthcare Capital Management LLC5,320$347K0.0%-51.9%0.010%
7/22/2025 Wealthcare Advisory Partners LLC243,773$15.91M0.4%+49.6%0.469%
7/22/2025 Berger Financial Group Inc27,042$1.77M0.1%-16.6%0.052%
7/21/2025 Segment Wealth Management LLC108,171$7.06M0.4%-3.1%0.208%
7/21/2025 Curran Financial Partners LLC9,760$637K0.1%N/A0.019%
7/21/2025 Barrett & Company Inc.92,252$6.02M2.3%+1.3%0.177%
7/21/2025 Ameritas Advisory Services LLC2,491$163K0.0%N/A0.005%
7/21/2025 Mirae Asset Global Investments Co. Ltd.268,020$17.49M0.1%+856.5%0.515%
7/18/2025 Truist Financial Corp47,574$3.10M0.0%-1.8%0.091%
7/17/2025 HB Wealth Management LLC7,025$458K0.0%-6.6%0.014%
7/17/2025 Janney Montgomery Scott LLC5,478$357K0.0%-37.1%0.011%
7/17/2025 Baron Silver Stevens Financial Advisors LLC40,491$2.64M0.4%-11.6%0.078%
7/17/2025 Archford Capital Strategies LLC9,344$610K0.1%-41.0%0.018%
7/17/2025 Symmetry Partners LLC5,391$352K0.0%-3.4%0.010%
7/17/2025 Clay Northam Wealth Management LLC9,986$652K0.4%-2.0%0.019%
7/16/2025 Destiny Wealth Partners LLC30,815$2.01M0.3%-63.1%0.059%
7/16/2025 Embree Financial Group4,023$263K0.0%N/A0.008%
7/14/2025 Sweeney & Michel LLC29,790$1.95M0.7%+5.8%0.057%
7/11/2025 Farther Finance Advisors LLC6,607$431K0.0%-16.3%0.013%
7/11/2025 CX Institutional9,894$646K0.0%+35.5%0.019%
7/10/2025 Wealth Enhancement Advisory Services LLC10,724$712K0.0%-3.8%0.021%
7/10/2025 American Financial Advisors LLC3,092$202K0.0%N/A0.006%
7/10/2025 Focus Financial Network Inc.5,266$344K0.0%-6.5%0.010%
7/9/2025 Dynamic Advisor Solutions LLC173,122$11.30M0.3%+0.6%0.332%
7/9/2025 Pallas Capital Advisors LLC12,025$785K0.0%-40.0%0.023%
7/9/2025 Christopher J. Hasenberg Inc19,020$1.24M0.5%N/A0.036%
(Data available from 1/1/2016 forward)

XT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XT shares?

During the previous two years, 255 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.97B), Jones Financial Companies Lllp ($271.95M), Ameriprise Financial Inc. ($41.91M), LPL Financial LLC ($41.88M), Baird Financial Group Inc. ($19.09M), Bank of America Corp DE ($18.77M), and Mirae Asset Global Investments Co. Ltd. ($17.49M).Learn more on iShares Exponential Technologies ETF's institutional investors.

Which institutional investors have been buying iShares Exponential Technologies ETF's stock?

Of the 191 institutional investors that purchased iShares Exponential Technologies ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($4.41M), Orion Porfolio Solutions LLC ($719.25K), Raymond James Financial Inc. ($472.01K), Financial Engines Advisors L.L.C. ($451.29K), Ameriprise Financial Inc. ($378.26K), Jane Street Group LLC ($375.36K), and Strategic Financial Concepts LLC ($349.30K).

How much institutional buying is happening at iShares Exponential Technologies ETF?

Institutional investors have bought a total of 9,010,443 shares in the last 24 months. This purchase volume represents approximately $536.20M in transactions.

Which of iShares Exponential Technologies ETF's major shareholders have been selling company stock?

Of the 131 institutional investors that sold iShares Exponential Technologies ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Engines Advisors L.L.C. ($369.73K), Alpha Financial Advisors LLC ($336.31K), Jane Street Group LLC ($193.14K), AlphaCore Capital LLC ($171.89K), Mirae Asset Global Investments Co. Ltd. ($161.80K), Prime Capital Investment Advisors LLC ($145.19K), and Archford Capital Strategies LLC ($107.62K).

How much institutional selling is happening at iShares Exponential Technologies ETF?

Institutional investors have sold a total of 2,779,934 shares in the last 24 months. This volume of shares sold represents approximately $167.77M in transactions.


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This page (NASDAQ:XT) was last updated on 9/24/2025 by MarketBeat.com Staff
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