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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$58.12 +0.19 (+0.33%)
As of 01:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$176.86M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$123.77M
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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
5/1/2025Lane & Associates LLC8,883$511K0.3%-2.1%0.017%
4/30/2025Cerity Partners LLC18,007$1.04M0.0%+22.0%0.034%
4/30/2025Allworth Financial LP1,423$81K0.0%-24.2%0.003%
4/30/2025Stratos Wealth Partners LTD.4,067$234K0.0%-8.8%0.008%
4/30/2025Stratos Wealth Advisors LLC135,269$7.79M0.4%-2.0%0.257%
4/30/2025Stratos Investment Management LLC209,512$12.06M0.6%-1.6%0.399%
4/30/2025Crossmark Global Holdings Inc.46,156$2.66M0.0%N/A0.088%
4/29/2025 Envestnet Asset Management Inc.84,180$4.85M0.0%-3.3%0.160%
4/29/2025 VAUGHAN & Co SECURITIES INC.69,451$4.00M2.5%-29.8%0.132%
4/29/2025 Strategic Blueprint LLC7,640$440K0.0%-6.6%0.015%
4/29/2025 Brookstone Capital Management82,198$4.73M0.1%+3.7%0.156%
4/28/2025 Cannon Advisors Inc.5,886$339K0.3%-25.7%0.011%
4/28/2025 Arlington Trust Co LLC1,000$58K0.0%N/A0.002%
4/28/2025 McGinn Penninger Investment Management Inc.11,273$649K0.4%N/A0.021%
4/28/2025 Detalus Advisors LLC7,424$427K0.1%+62.6%0.014%
4/25/2025 Valley National Advisers Inc.19,228$1.11M0.2%-8.3%0.037%
4/25/2025 Essex Financial Services Inc.8,105$467K0.0%+3.7%0.015%
4/24/2025 Tsfg LLC674$39K0.0%+33,600.0%0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.28,020$1.62M0.0%+179.6%0.053%
4/23/2025 HBK Sorce Advisory LLC9,627$554K0.0%-4.6%0.018%
4/23/2025 Daymark Wealth Partners LLC88,285$5.08M0.2%+0.3%0.168%
4/23/2025 Archford Capital Strategies LLC15,847$912K0.1%-86.0%0.030%
4/23/2025 Econ Financial Services Corp33,248$1.91M1.0%+192.3%0.063%
4/23/2025 Valmark Advisers Inc.67,342$3.88M0.1%+9.9%0.128%
4/22/2025 Cambridge Investment Research Advisors Inc.26,178$1.51M0.0%-13.4%0.050%
4/22/2025 Comprehensive Money Management Services LLC7,943$457K0.4%-8.1%0.015%
4/22/2025 Advisor Resource Council16,559$953K0.1%N/A0.032%
4/22/2025 Segment Wealth Management LLC111,663$6.43M0.4%-6.7%0.212%
4/21/2025 Envestnet Portfolio Solutions Inc.15,387$886K0.0%-2.3%0.029%
4/21/2025 BostonPremier Wealth LLC19,199$1.11M0.7%+1.5%0.037%
4/21/2025 Barrett & Company Inc.91,074$5.24M2.3%+2.4%0.173%
4/17/2025 Christensen King & Associates Investment Services Inc.5,538$335K0.2%-17.0%0.011%
4/17/2025 Atlas Private Wealth Advisors23,426$1.35M0.2%N/A0.045%
4/17/2025 Ritholtz Wealth Management44,189$2.54M0.1%N/A0.084%
4/17/2025 Dynamic Advisor Solutions LLC172,153$9.91M0.3%+6.2%0.329%
4/16/2025 Patriot Investment Management Group Inc.8,061$464K0.0%-2.8%0.015%
4/15/2025 GPS Wealth Strategies Group LLC5,327$307K0.0%+9.0%0.010%
4/15/2025 Focus Financial Network Inc.5,632$324K0.0%-3.9%0.011%
4/15/2025 Foresight Capital Management Advisors Inc.6,096$351K0.2%+8.0%0.012%
4/15/2025 CX Institutional7,302$420K0.0%-22.4%0.014%
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4/15/2025 Moseley Investment Management Inc.8,275$476K0.2%+7.3%0.016%
4/15/2025 Wealthcare Capital Management LLC11,051$636K0.1%-5.0%0.021%
4/15/2025 Wealthcare Advisory Partners LLC162,929$9.38M0.3%-2.6%0.312%
4/14/2025 Pallas Capital Advisors LLC20,040$1.15M0.0%-4.6%0.038%
4/14/2025 Farther Finance Advisors LLC7,891$454K0.0%+46.6%0.015%
4/14/2025 Daymark Wealth Partners LLC88,285$5.08M0.2%+0.3%0.169%
4/14/2025 Destiny Wealth Partners LLC83,504$4.81M0.8%+3.6%0.160%
4/14/2025 Wealthcare Capital Partners LLC33,433$1.92M1.0%-1.1%0.064%
4/11/2025 KFG Wealth Management LLC4,861$280K0.1%-5.3%0.009%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.573$33K0.0%N/A0.001%
4/9/2025 RFG Advisory LLC6,270$361K0.0%N/A0.012%
4/9/2025 Sweeney & Michel LLC28,163$1.62M0.7%N/A0.055%
3/4/2025 Comprehensive Money Management Services LLC8,643$516K0.4%N/A0.016%
2/28/2025Park Square Financial Group LLC700$42K0.0%N/A0.001%
2/28/2025Brooklyn FI LLC72,128$4.39M0.7%N/A0.139%
2/21/2025WNY Asset Management LLC8,883$530K0.1%-6.8%0.017%
2/21/2025AlphaCore Capital LLC25,856$1.54M0.3%-85.1%0.049%
2/19/2025Wilson & Boucher Capital Management LLC9,051$540K0.4%-5.9%0.017%
2/18/2025GTS Securities LLC25,194$1.50M0.1%N/A0.048%
2/18/2025Glen Eagle Advisors LLC16,467$982K0.2%-6.4%0.031%
2/17/2025Vivaldi Capital Management LP5,445$335K0.1%+9.8%0.010%
2/17/2025Sentinus LLC37,891$2.26M0.7%+143.1%0.072%
2/17/2025Focus Partners Wealth13,965$842K0.0%+9.6%0.026%
2/17/2025EP Wealth Advisors LLC8,710$520K0.0%+24.2%0.017%
2/17/2025CoreCap Advisors LLC1,009$60K0.0%+41.7%0.002%
2/17/2025Cetera Investment Advisers14,548$868K0.0%-3.7%0.028%
2/17/2025Citadel Advisors LLC44,671$2.67M0.0%+144.2%0.085%
2/17/2025Baird Financial Group Inc.262,924$15.69M0.0%+334.4%0.498%
2/17/2025Bank of America Corp DE714,573$42.63M0.0%-3.1%1.355%
2/17/2025Ameriprise Financial Inc.369,657$22.07M0.0%-20.0%0.701%
2/14/2025Mercer Global Advisors Inc. ADV18,000$1.07M0.0%+47.8%0.034%
2/14/2025Jane Street Group LLC15,301$913K0.0%-84.5%0.029%
2/14/2025Comerica Bank5,273$315K0.0%-8.7%0.010%
2/14/2025Beacon Pointe Advisors LLC7,185$429K0.0%-2.4%0.014%
2/14/2025Berger Financial Group Inc32,936$1.97M0.1%-14.7%0.062%
2/14/2025Integrated Wealth Concepts LLC33,523$2M0.0%+14.3%0.064%
2/14/2025MGO One Seven LLC70,548$4.21M0.2%+13.2%0.134%
2/14/2025IHT Wealth Management LLC14,872$887K0.0%-2.7%0.028%
2/14/2025Stifel Financial Corp4,763$284K0.0%-6.6%0.009%
2/14/2025 OneDigital Investment Advisors LLC6,050$361K0.0%+3.0%0.011%
2/14/2025MML Investors Services LLC43,556$2.60M0.0%-51.9%0.083%
2/13/2025NewEdge Advisors LLC5,461$326K0.0%+6.6%0.010%
2/13/2025Evergreen Capital Management LLC36,443$2.18M0.1%-8.5%0.069%
2/13/2025Ally Invest Advisors Inc.12,714$759K0.1%+20.4%0.024%
2/13/2025Mariner LLC166,055$9.91M0.0%+1.2%0.315%
2/13/2025Family Office Research LLC17,821$1.06M0.5%N/A0.034%
2/13/2025Raymond James Financial Inc.236,007$14.08M0.0%N/A0.447%
2/13/2025Renaissance Technologies LLC52,100$3.11M0.0%+415.8%0.099%
2/13/2025Cerity Partners LLC14,757$880K0.0%+10.2%0.028%
2/13/2025 Envestnet Asset Management Inc.87,084$5.20M0.0%-21.5%0.165%
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2/13/2025Wells Fargo & Company MN73,014$4.36M0.0%-55.5%0.138%
2/12/2025 Uniting Wealth Partners LLC10,953$653K0.3%N/A0.021%
2/12/2025 World Investment Advisors6,958$415K0.0%N/A0.013%
2/12/2025 Cannon Advisors Inc.7,925$473K0.4%+7.0%0.015%
2/12/2025OLD Mission Capital LLC81,668$4.87M0.1%N/A0.155%
2/12/2025O Shaughnessy Asset Management LLC7,574$452K0.0%+37.4%0.014%
2/12/2025CIBC Private Wealth Group LLC3,708$224K0.0%+5.5%0.007%
2/12/2025Orion Portfolio Solutions LLC114,644$6.84M0.1%-2.4%0.217%
2/12/2025Blair William & Co. IL9,853$588K0.0%+1.9%0.019%
2/12/2025Howe & Rusling Inc.1,076$64K0.0%N/A0.002%
(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, 247 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($2.07B), Bank of America Corp DE ($42.63M), LPL Financial LLC ($41.34M), Ameriprise Financial Inc. ($22.07M), Baird Financial Group Inc. ($15.69M), Commonwealth Equity Services LLC ($14.80M), and Raymond James Financial Inc. ($14.08M).Learn more on XT's institutional investors.

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

Of the 187 institutional investors that purchased iShares Exponential Technologies ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($837.70K), Raymond James Financial Inc. ($472.01K), Financial Engines Advisors L.L.C. ($451.29K), Strategic Financial Concepts LLC ($349.30K), Baird Financial Group Inc. ($202.40K), LPL Financial LLC ($200.84K), and Greenwood Gearhart Inc. ($172.54K).

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

Institutional investors have bought a total of 5,359,043 shares in the last 24 months. This purchase volume represents approximately $320.24M in transactions.

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

Of the 152 institutional investors that sold iShares Exponential Technologies ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Portfolio Solutions LLC ($1.65M), Mirae Asset Global Investments Co. Ltd. ($571.18K), Alpha Financial Advisors LLC ($336.31K), Financial Engines Advisors L.L.C. ($203.96K), Concord Wealth Partners ($200.66K), AlphaCore Capital LLC ($158.38K), and Wells Fargo & Company MN ($143.62K).

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

Institutional investors have sold a total of 5,139,203 shares in the last 24 months. This volume of shares sold represents approximately $309.25M in transactions.


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This page (NASDAQ:XT) was last updated on 5/1/2025 by MarketBeat.com Staff
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