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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$72.89 +1.43 (+2.00%)
Closing price 10/13/2025 04:00 PM Eastern
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$72.90 +0.01 (+0.01%)
As of 05:52 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$536.04M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$167.17M
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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
10/10/2025 Focus Financial Network Inc.5,127$369K0.0%-2.6%0.010%
10/9/2025 Centurion Wealth Management LLC2,920$210K0.0%-19.1%0.006%
10/9/2025 Dynamic Advisor Solutions LLC174,846$12.58M0.4%+1.0%0.347%
10/6/2025 Destiny Wealth Partners LLC30,400$2.19M0.3%-1.3%0.060%
9/4/2025Osaic Holdings Inc.43,324$2.83M0.0%-5.8%0.084%
8/27/2025Orion Porfolio Solutions LLC99,102$6.47M0.1%-5.8%0.192%
8/16/2025Evergreen Capital Management LLC30,441$1.99M0.1%-2.0%0.059%
8/15/2025Captrust Financial Advisors8,955$584K0.0%-8.2%0.017%
8/15/2025Orion Porfolio Solutions LLC824,495$53.80M0.4%+683.4%1.595%
8/15/2025MML Investors Services LLC38,551$2.52M0.0%-5.8%0.075%
8/15/2025IHT Wealth Management LLC5,770$376K0.0%-12.7%0.011%
8/15/2025EP Wealth Advisors LLC6,307$412K0.0%-16.7%0.012%
8/15/2025Bank of America Corp DE287,652$18.77M0.0%-3.1%0.556%
8/15/2025Ameriprise Financial Inc.641,593$41.91M0.0%+143.6%1.241%
8/14/2025Strategic Wealth Investment Group LLC2,063$135K0.2%N/A0.004%
8/14/2025Jane Street Group LLC50,722$3.31M0.0%-68.3%0.098%
8/14/2025Raymond James Financial Inc.209,967$13.70M0.0%-0.4%0.406%
8/14/2025Quantinno Capital Management LP5,463$356K0.0%N/A0.011%
8/14/2025Vivaldi Capital Management LP8,034$524K0.1%-1.9%0.016%
8/14/2025Qube Research & Technologies Ltd16,336$1.07M0.0%-58.4%0.032%
8/14/2025Sentinus LLC26,193$1.71M0.4%-7.6%0.051%
8/14/2025Ally Invest Advisors Inc.13,135$857K0.1%+4.9%0.025%
8/14/2025Cerity Partners LLC16,524$1.08M0.0%-8.2%0.032%
8/13/2025Baird Financial Group Inc.292,585$19.09M0.0%+8.3%0.566%
8/13/2025Crescent Grove Advisors LLC17,435$1.14M0.1%-6.5%0.034%
8/13/2025Kilter Group LLC780$51K0.0%N/A0.002%
8/13/2025VestGen Advisors LLC4,865$321K0.0%-8.7%0.009%
8/13/2025Northwestern Mutual Wealth Management Co.21,743$1.42M0.0%+8.0%0.042%
8/13/2025Fortress Financial Solutions LLC7,989$521K0.6%-8.0%0.015%
8/12/2025MAI Capital Management15,760$1.03M0.0%-12.8%0.030%
8/12/2025JPMorgan Chase & Co.542$35K0.0%-85.8%0.001%
8/12/2025Howe & Rusling Inc.1,155$75K0.0%N/A0.002%
8/12/2025NFP Retirement Inc.14,938$975K0.1%N/A0.029%
8/11/2025TD Waterhouse Canada Inc.4,051$263K0.0%N/A0.008%
8/11/2025Perennial Investment Advisors LLC3,461$226K0.0%N/A0.007%
8/11/2025Cannon Advisors Inc.7,676$501K0.4%+30.4%0.015%
8/8/2025Kingsview Wealth Management LLC21,738$1.42M0.0%-2.4%0.042%
8/8/2025Cetera Investment Advisers14,691$959K0.0%+4.8%0.028%
8/8/2025Creative Planning8,618$562K0.0%-1.8%0.017%
8/8/2025Foundations Investment Advisors LLC3,118$203K0.0%N/A0.006%
8/8/2025PNC Financial Services Group Inc.11,201$731K0.0%+190.0%0.022%
8/7/2025PFG Advisors39,698$2.59M0.1%+10.2%0.077%
8/6/2025AE Wealth Management LLC15,304$999K0.0%-5.6%0.030%
8/6/2025Atlantic Union Bankshares Corp7,635$498K0.0%N/A0.015%
8/5/2025GPS Wealth Strategies Group LLC5,058$330K0.0%-5.0%0.010%
8/5/2025Benchmark Financial Wealth Advisors LLC3,085$201K0.1%N/A0.006%
8/5/2025Hutchens & Kramer Investment Management Group LLC4,231$275K0.1%-16.3%0.008%
8/5/2025Atlas Private Wealth Advisors46,844$3.06M0.4%+100.0%0.091%
8/4/2025IFG Advisory LLC5,496$359K0.0%N/A0.011%
8/4/2025Arkadios Wealth Advisors85,960$5.61M0.2%+6.4%0.166%
8/4/2025Daymark Wealth Partners LLC90,338$5.90M0.2%+2.3%0.175%
8/4/2025WNY Asset Management LLC7,046$460K0.1%-13.3%0.014%
8/1/2025GWN Securities Inc.18,597$1.21M0.2%+6.2%0.036%
8/1/2025Envestnet Asset Management Inc.82,530$5.39M0.0%-2.0%0.159%
7/31/2025Wealthfront Advisers LLC11,167$729K0.0%+26.7%0.022%
7/30/2025Strategic Blueprint LLC6,343$414K0.0%-17.0%0.012%
7/30/2025Exencial Wealth Advisors LLC6,810$444K0.0%-19.2%0.013%
7/30/2025Brookstone Capital Management90,384$5.90M0.1%+10.0%0.174%
7/30/2025Crewe Advisors LLC385$25K0.0%N/A0.001%
7/29/2025Stratos Wealth Advisors LLC133,813$8.73M0.5%-1.1%0.258%
7/29/2025Stratos Investment Management LLC180,879$11.80M0.5%-13.7%0.349%
7/28/2025Ritholtz Wealth Management20,508$1.34M0.0%-53.6%0.040%
7/28/2025Harbour Investments Inc.4,720$308K0.0%-8.1%0.009%
7/28/2025Courier Capital LLC12,821$837K0.1%-1.4%0.025%
7/28/2025Equitable Trust Co.3,188$208K0.0%N/A0.006%
7/28/2025RFG Advisory LLC3,122$204K0.0%-50.2%0.006%
7/25/2025Concord Asset Management LLC VA3,958$258K0.0%N/A0.008%
7/25/2025MGO One Seven LLC73,378$4.79M0.2%+3.5%0.142%
7/25/2025CWM LLC189,514$12.37M0.0%-6.3%0.366%
7/25/2025Apollon Wealth Management LLC11,387$743K0.0%+9.7%0.022%
7/24/2025Blair William & Co. IL9,452$617K0.0%-4.1%0.018%
7/23/2025Valmark Advisers Inc.67,542$4.41M0.1%+0.3%0.130%
7/23/2025Detalus Advisors LLC8,033$524K0.2%+8.2%0.015%
7/23/2025Sax Wealth Advisors LLC11,283$736K0.0%-39.2%0.022%
7/23/2025Prime Capital Investment Advisors LLC5,351$349K0.0%-96.4%0.010%
7/22/2025Valley National Advisers Inc.18,480$1.21M0.2%-3.9%0.036%
7/22/2025VAUGHAN & Co SECURITIES INC.12,591$822K0.5%-81.9%0.024%
7/22/2025Wealthcare Capital Partners LLC31,725$2.07M1.0%-5.1%0.061%
7/22/2025Wealthcare Capital Management LLC5,320$347K0.0%-51.9%0.010%
7/22/2025Wealthcare Advisory Partners LLC243,773$15.91M0.4%+49.6%0.469%
7/22/2025Berger Financial Group Inc27,042$1.77M0.1%-16.6%0.052%
7/21/2025Segment Wealth Management LLC108,171$7.06M0.4%-3.1%0.208%
7/21/2025Curran Financial Partners LLC9,760$637K0.1%N/A0.019%
7/21/2025Barrett & Company Inc.92,252$6.02M2.3%+1.3%0.177%
7/21/2025Ameritas Advisory Services LLC2,491$163K0.0%N/A0.005%
7/21/2025Mirae Asset Global Investments Co. Ltd.268,020$17.49M0.1%+856.5%0.515%
7/18/2025Truist Financial Corp47,574$3.10M0.0%-1.8%0.091%
7/17/2025HB Wealth Management LLC7,025$458K0.0%-6.6%0.014%
7/17/2025Janney Montgomery Scott LLC5,478$357K0.0%-37.1%0.011%
7/17/2025Baron Silver Stevens Financial Advisors LLC40,491$2.64M0.4%-11.6%0.078%
7/17/2025Archford Capital Strategies LLC9,344$610K0.1%-41.0%0.018%
7/17/2025Symmetry Partners LLC5,391$352K0.0%-3.4%0.010%
7/17/2025Clay 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%
7/14/2025Sweeney & Michel LLC29,790$1.95M0.7%+5.8%0.057%
7/11/2025Farther Finance Advisors LLC6,607$431K0.0%-16.3%0.013%
7/11/2025CX Institutional9,894$646K0.0%+35.5%0.019%
7/10/2025Wealth Enhancement Advisory Services LLC10,724$712K0.0%-3.8%0.021%
7/10/2025American Financial Advisors LLC3,092$202K0.0%N/A0.006%
(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, 252 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 189 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 9,007,406 shares in the last 24 months. This purchase volume represents approximately $536.04M in transactions.

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

Of the 130 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 2,769,883 shares in the last 24 months. This volume of shares sold represents approximately $167.17M in transactions.


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This page (NASDAQ:XT) was last updated on 10/14/2025 by MarketBeat.com Staff
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