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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$65.71 -0.03 (-0.05%)
Closing price 08/8/2025 04:00 PM Eastern
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$65.72 +0.01 (+0.02%)
As of 04:18 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)
127
Total
Institutional Inflows
(last 12 months)
$461.77M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$158.26M
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XT Institutional Buying and Selling by Quarter

iShares Exponential Technologies ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
5/20/2025Focus Partners Wealth12,043$693K0.0%-13.8%0.023%
5/19/2025Jane Street Group LLC160,177$9.22M0.0%+946.8%0.305%
5/16/2025Jones Financial Companies Lllp4,447,205$271.95M0.2%+10,895.4%8.463%
5/16/2025Talon Private Wealth LLC3,659$221K0.0%N/A0.007%
5/16/2025NewEdge Advisors LLC4,672$269K0.0%-14.4%0.009%
5/16/2025Integrated Wealth Concepts LLC16,953$976K0.0%-49.4%0.032%
5/15/2025Family Office Research LLC13,748$791K0.4%-22.9%0.026%
5/15/2025EP Wealth Advisors LLC7,572$436K0.0%-13.1%0.014%
5/15/2025Royal Bank of Canada47,458$2.73M0.0%-3.1%0.090%
5/15/2025MAI Capital Management18,073$1.04M0.0%-4.3%0.034%
5/15/2025Baird Financial Group Inc.270,134$15.55M0.0%+2.7%0.514%
5/15/2025Evergreen Capital Management LLC31,050$1.79M0.1%-14.8%0.059%
5/15/2025 TD Capital Management LLC612$35K0.0%-67.9%0.001%
5/14/2025Jane Street Group LLC160,177$9.22M0.0%+946.8%0.305%
5/14/2025SVB Wealth LLC2,600$150K0.0%-91.5%0.005%
5/14/2025Ally Invest Advisors Inc.12,522$721K0.1%-1.5%0.024%
5/14/2025Northwestern Mutual Wealth Management Co.20,126$1.16M0.0%+6.4%0.038%
5/14/2025Kestra Advisory Services LLC71,595$4.12M0.0%-2.0%0.136%
5/14/2025Flow Traders U.S. LLC11,334$652K0.0%-72.4%0.022%
5/13/2025Raymond James Financial Inc.210,819$12.14M0.0%-10.7%0.401%
5/13/2025HighTower Advisors LLC18,644$1.07M0.0%-59.5%0.035%
5/12/2025Financial Engines Advisors L.L.C.34,305,434$1.97B4.2%-1.1%65.282%
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5/12/2025 Berger Financial Group Inc32,419$1.87M0.1%-1.6%0.062%
5/12/2025AlphaCore Capital LLC1,575$91K0.0%-93.9%0.003%
5/9/2025 Evolution Wealth Advisors LLC9,535$549K0.1%-7.5%0.018%
5/8/2025 SPC Financial Inc.16,350$941K0.1%+1.3%0.031%
5/8/2025Clearwater Capital Advisors LLC107,885$6.21M0.6%+2.0%0.205%
5/8/2025MONECO Advisors LLC10,378$597K0.1%-2.2%0.020%
5/8/2025 Harbour Investments Inc.5,137$296K0.0%-3.3%0.010%
5/8/2025 MGO One Seven LLC70,880$4.08M0.2%+0.5%0.135%
5/8/2025 Arkadios Wealth Advisors80,782$4.65M0.2%N/A0.154%
5/7/2025LPL Financial LLC727,590$41.88M0.0%+5.0%1.385%
(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, 248 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), Bank of America Corp DE ($42.63M), LPL Financial LLC ($41.88M), Ameriprise Financial Inc. ($22.07M), Mirae Asset Global Investments Co. Ltd. ($17.49M), and Wealthcare Advisory Partners LLC ($15.91M).Learn more on iShares Exponential Technologies ETF's institutional investors.

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

Of the 185 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 Portfolio Solutions LLC ($837.70K), Raymond James Financial Inc. ($472.01K), Financial Engines Advisors L.L.C. ($451.29K), Jane Street Group LLC ($375.36K), Strategic Financial Concepts LLC ($349.30K), and Mirae Asset Global Investments Co. Ltd. ($258K).

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

Institutional investors have bought a total of 7,871,327 shares in the last 24 months. This purchase volume represents approximately $461.77M in transactions.

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

Of the 126 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), AlphaCore Capital LLC ($171.89K), Mirae Asset Global Investments Co. Ltd. ($161.80K), Prime Capital Investment Advisors LLC ($145.19K), Archford Capital Strategies LLC ($107.62K), and Ameriprise Financial Inc. ($92.45K).

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

Institutional investors have sold a total of 2,636,755 shares in the last 24 months. This volume of shares sold represents approximately $158.26M in transactions.



This page (NASDAQ:XT) was last updated on 8/11/2025 by MarketBeat.com Staff
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