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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$82.60 +0.86 (+1.05%)
As of 03:35 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)
137
Total
Institutional Inflows
(last 12 months)
$240.79M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$189.28M
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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
8/27/2026 Corient Private Wealth LP8,281$684K0.0%+7.2%0.017%
8/26/2026 HighTower Advisors LLC18,949$1.57M0.0%+7.8%0.040%
8/23/2026 Wedmont Private Capital2,801$231K0.0%N/A0.006%
8/23/2026 Widmann Financial Services Inc.2,469$204K0.1%N/A0.005%
8/22/2026 Compass Financial Management LLC583$48K0.0%N/A0.001%
8/22/2026 Jim Saulnier & Associates LLC2,959$245K0.1%N/A0.006%
8/22/2026 TD Waterhouse Canada Inc.465$38K0.0%N/A0.001%
8/20/2026 Susquehanna International Group LLP21,112$1.74M0.0%N/A0.044%
8/20/2026 Northwestern Mutual Wealth Management Co.22,819$1.89M0.0%-1.5%0.048%
8/12/2026 Compass Financial Management LLC583$48K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC18,303$1.51M0.0%+47.3%0.038%
8/7/2026 OneDigital Investment Advisors LLC9,192$760K0.0%+65.5%0.019%
8/7/2026 HBK Sorce Advisory LLC8,403$689K0.0%-4.9%0.018%
8/6/2026 Global Retirement Partners LLC1,707$141K0.0%N/A0.004%
8/6/2026 Focus Partners Advisor Solutions LLC3,161$261K0.0%N/A0.007%
8/6/2026 Kelleher Financial Advisors686$57K0.0%N/A0.001%
8/6/2026 Retirement Planning Group LLC2,767$229K0.0%N/A0.006%
8/5/2026 HighTower Advisors LLC18,949$1.57M0.0%+7.8%0.040%
8/5/2026 Janney Montgomery Scott LLC7,115$588K0.0%N/A0.015%
8/5/2026 New England Private Wealth Advisors LLC216,534$17.05M1.6%+0.4%0.452%
8/4/2026 REAP Financial Group LLC393$32K0.0%+858.5%0.001%
8/3/2026 VAUGHAN & Co SECURITIES INC.2,918$241K0.1%N/A0.006%
8/3/2026 Oppenheimer & Co. Inc.5,255$434K0.0%+13.7%0.011%
7/10/2026 Wealthcare Advisory Partners LLC264,664$21.87M0.4%+3.4%0.553%
7/9/2026 Wealthcare Capital Partners LLC29,056$2.40M1.0%-4.3%0.061%
7/9/2026 Focus Financial Network Inc.5,091$421K0.0%-4.1%0.011%
7/9/2026 Sax Wealth Advisors LLC9,610$794K0.0%-14.8%0.020%
7/7/2026 Dynamic Advisor Solutions LLC35,099$2.90M0.1%-11.0%0.073%
7/2/2026 CX Institutional7,699$636K0.0%-12.0%0.016%
6/18/2026 Western Wealth Management LLC5,610$382K0.0%+11.7%0.011%
5/22/2026 WNY Asset Management LLC7,531$513K0.1%N/A0.015%
5/19/2026 Western Wealth Management LLC5,610$382K0.0%+11.7%0.011%
5/19/2026 Arkadios Wealth Advisors134,859$9.19M0.1%+35.8%0.267%
5/18/2026 Royal Bank of Canada45,170$3.08M0.0%-10.2%0.090%
5/16/2026 Glen Eagle Advisors LLC12,835$875K0.1%-3.1%0.025%
5/16/2026 Quantinno Capital Management LP7,461$509K0.0%+80.7%0.015%
5/15/2026 Vivaldi Capital Management LP9,394$640K0.1%+7.5%0.019%
5/14/2026 Lido Advisors LLC7,257$495K0.0%-77.8%0.014%
5/13/2026 Cetera Investment Advisers72,000$4.91M0.0%+9.6%0.143%
5/13/2026 Wealthspire Retirement LLC13,452$917K0.1%-9.9%0.027%
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5/13/2026 Clearwater Capital Advisors LLC126,310$8.61M0.7%+2.2%0.250%
5/8/2026 PNC Financial Services Group Inc.16,586$1.13M0.0%+4.3%0.033%
5/8/2026 Cassaday & Co Wealth Management LLC749$51K0.0%N/A0.001%
5/7/2026 Crescent Grove Advisors LLC13,285$905K0.1%-18.3%0.026%
5/6/2026 Assetmark Inc.1,993$136K0.0%-22.7%0.004%
5/5/2026 Wealthfront Advisers LLC12,428$847K0.0%-2.6%0.025%
5/5/2026 Sanctuary Advisors LLC4,967$338K0.0%+2.9%0.010%
5/2/2026 Valmark Advisers Inc.74,418$5.07M0.1%+3.9%0.148%
5/1/2026 Fifth Third Bancorp4,855$331K0.0%N/A0.010%
4/30/2026 Kestra Advisory Services LLC107,352$7.32M0.0%+8.5%0.213%
4/28/2026 Berger Financial Group Inc23,035$1.57M0.1%-8.2%0.046%
4/27/2026 HB Wealth Management LLC6,675$455K0.0%-11.3%0.013%
4/27/2026 Private Advisor Group LLC10,404$709K0.0%-15.1%0.021%
4/24/2026 Root Financial Partners LLC5,663$386K0.0%+7.1%0.011%
4/24/2026 Essex Financial Services Inc.7,269$495K0.0%-12.1%0.014%
4/24/2026 Financial Life Planners1,560$106K0.1%N/A0.003%
4/23/2026 Apollon Wealth Management LLC10,743$732K0.0%-3.6%0.021%
4/21/2026 Balance Wealth LLC3,238$221K0.1%N/A0.006%
4/20/2026 Christensen King & Associates Investment Services Inc.7,031$479K0.2%+20.9%0.014%
4/20/2026 Ritholtz Wealth Management19,566$1.33M0.0%-5.2%0.039%
4/20/2026 RFG Advisory LLC33,425$2.28M0.0%-14.6%0.066%
4/17/2026 Brookstone Capital Management106,103$7.23M0.1%+6.3%0.211%
3/17/2026 Rockefeller Capital Management L.P.3,997$279K0.0%+3.7%0.008%
3/13/2026 World Investment Advisors8,034$560K0.0%+11.3%0.016%
3/9/2026 Corient Private Wealth LLC4,902$342K0.0%-5.7%0.010%
2/23/2026 MV Capital Management Inc.667$47K0.0%N/A0.001%
2/19/2026 Corient Private Wealth LLC4,902$342K0.0%-5.7%0.010%
2/18/2026 Mercer Global Advisors Inc. ADV22,483$1.57M0.0%+104.0%0.044%
2/18/2026 Beacon Pointe Advisors LLC4,269$298K0.0%-28.5%0.008%
2/18/2026 EP Wealth Advisors LLC7,184$501K0.0%N/A0.014%
2/18/2026 NewEdge Advisors LLC3,222$225K0.0%-30.0%0.006%
2/18/2026 VestGen Advisors LLC3,071$214K0.0%-36.3%0.006%
2/18/2026 Opus Financial Solutions LLC24,058$1.68M1.6%N/A0.047%
2/18/2026 IHT Wealth Management LLC5,382$375K0.0%-3.3%0.010%
2/18/2026 Gotham Asset Management LLC26,364$1.84M0.0%+26.2%0.051%
2/18/2026 Align Financial LLC5,370$375K0.0%N/A0.010%
2/17/2026 Cetera Investment Advisers65,711$4.58M0.0%+33.4%0.128%
2/17/2026 Osaic Holdings Inc.56,795$3.96M0.0%+14.7%0.111%
2/17/2026 Russell Investments Group Ltd.369$26K0.0%-68.2%0.001%
2/17/2026 Royal Bank of Canada50,315$3.51M0.0%+9.5%0.098%
2/17/2026 Rothschild Wealth LLC19,161$1.34M0.1%-23.1%0.037%
2/16/2026 MML Investors Services LLC38,006$2.65M0.0%+2.5%0.074%
2/16/2026 Mariner LLC121,959$8.51M0.0%-6.1%0.238%
2/16/2026 Glen Eagle Advisors LLC13,250$924K0.1%-1.7%0.026%
2/16/2026 Destination Wealth Management7,765$542K0.0%-5.2%0.015%
2/16/2026 Arax Advisory Partners2,148$150K0.0%+12.0%0.004%
2/13/2026 Kestra Advisory Services LLC98,942$6.90M0.0%+5.3%0.193%
2/13/2026 Ally Invest Advisors Inc.13,554$945K0.1%-2.1%0.026%
2/13/2026 Stifel Financial Corp8,873$618K0.0%+12.7%0.017%
2/13/2026 Morgan Stanley1,512,452$105.48M0.0%+523.0%2.948%
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2/13/2026 Vivaldi Capital Management LP8,740$610K0.1%+5.5%0.017%
2/13/2026 Arkadios Wealth Advisors99,299$6.93M0.1%+7.7%0.194%
2/13/2026 Integrated Wealth Concepts LLC13,014$908K0.0%-8.3%0.025%
2/13/2026 New England Private Wealth Advisors LLC211,305$14.74M1.8%+5.5%0.412%
2/13/2026 Wells Fargo & Company MN80,554$5.62M0.0%+14.7%0.157%
2/12/2026 Federation des caisses Desjardins du Quebec805$56K0.0%+163.9%0.002%
2/12/2026 Orion Porfolio Solutions LLC71,409$4.98M0.0%-23.6%0.139%
2/12/2026 Financial Engines Advisors L.L.C.32,752,270$2.28B4.3%-1.2%63.845%
2/12/2026 Commonwealth Equity Services LLC303,431$21.16M0.0%+20.3%0.591%
2/12/2026 Moneta Group Investment Advisors LLC6,728$469K0.0%-18.8%0.013%


XT Institutional Ownership - Frequently Asked Questions

During the previous two years, 267 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($2.28B), Morgan Stanley ($105.48M), Ameriprise Financial Inc. ($44.40M), LPL Financial LLC ($43.57M), Wealthcare Advisory Partners LLC ($21.87M), Commonwealth Equity Services LLC ($21.16M), and Bank of America Corp DE ($20.49M).Learn more on iShares Exponential Technologies ETF's institutional investors.

Of the 217 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 ($4.42M), Morgan Stanley ($1.27M), Northwestern Mutual Wealth Management Co. ($1.24M), Orion Porfolio Solutions LLC ($719.25K), Raymond James Financial Inc. ($472.28K), Financial Engines Advisors L.L.C. ($451.29K), and Ameriprise Financial Inc. ($378.26K).

Institutional investors have bought a total of 3,429,626 shares in the last 24 months. This purchase volume represents approximately $240.79M in transactions.

Of the 97 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. ($1.86M), Mirae Asset Global Investments Co. Ltd. ($204.60K), Dynamic Advisor Solutions LLC ($137.83K), UBS Group AG ($56.10K), RFG Advisory LLC ($47.52K), Segment Wealth Management LLC ($34.54K), and Orion Porfolio Solutions LLC ($27.69K).

Institutional investors have sold a total of 2,657,965 shares in the last 24 months. This volume of shares sold represents approximately $189.28M in transactions.


Related Companies

Institutional ownership data for NASDAQ:XT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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