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iShares Exponential Technologies ETF (XT) Institutional Ownership

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+0.59 (+1.06%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$143.41M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$187.43M
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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
4/26/2024McKinley Carter Wealth Services Inc.10,671$636K0.0%+50.9%0.018%
4/26/2024MONECO Advisors LLC10,404$620K0.1%+45.0%0.018%
4/25/2024 Cambridge Investment Research Advisors Inc.33,439$1.99M0.0%-23.4%0.058%
4/24/2024 Archford Capital Strategies LLC117,613$7.01M1.2%-15.3%0.203%
4/23/2024 Lunt Capital Management Inc.4,792$286K0.1%-16.8%0.008%
4/23/2024 Sweet Financial Partners LLC191,302$11.41M2.6%-1.9%0.330%
4/23/2024 Strategic Blueprint LLC12,213$728K0.1%-5.9%0.021%
4/23/2024 Raymond James Financial Services Advisors Inc.156,707$9.34M0.0%-4.2%0.270%
4/19/2024 Valley National Advisers Inc.38,570$2.30M0.3%-12.3%0.067%
4/19/2024 KFG Wealth Management LLC5,840$348K0.1%+14.1%0.010%
4/16/2024 Wealth Enhancement Advisory Services LLC11,979$714K0.0%-17.0%0.021%
4/15/2024 Wealthcare Capital Management LLC13,261$791K0.1%-2.7%0.023%
4/15/2024 Wealthcare Advisory Partners LLC213,958$12.76M0.4%-5.9%0.369%
4/15/2024 Brookstone Capital Management73,846$4.40M0.1%+9.4%0.127%
4/15/2024 Kingswood Wealth Advisors LLC4,500$268K0.0%-51.4%0.008%
4/12/2024 Dynamic Advisor Solutions LLC173,683$10.36M0.3%+7.0%0.300%
4/12/2024Lane & Associates LLC14,917$889K0.6%+5.9%0.026%
4/11/2024 Selective Wealth Management Inc.4,268$249K0.1%N/A0.007%
4/9/2024 Destiny Wealth Partners LLC83,221$4.96M0.9%+0.6%0.144%
4/5/2024 VERITY Wealth Advisors11,780$702K0.5%+123.6%0.020%
4/4/2024 Moseley Investment Management Inc.7,118$424K0.2%+31.1%0.012%
3/22/2024PNC Financial Services Group Inc.6,036$361K0.0%+43.1%0.010%
3/13/2024MONECO Advisors LLC7,173$429K0.1%N/A0.012%
3/8/2024ICA Group Wealth Management LLC3,186$191K0.0%N/A0.005%
3/5/2024Fisher Asset Management LLC3,426$205K0.0%-18.5%0.006%
2/28/2024EP Wealth Advisors LLC9,700$581K0.0%-4.6%0.017%
2/26/2024Centaurus Financial Inc.1,877$112K0.0%-39.8%0.003%
2/21/2024WNY Asset Management LLC9,883$592K0.1%-2.2%0.017%
2/14/2024CFS Investment Advisory Services LLC128,638$7.70M1.4%-2.6%0.222%
2/12/2024Clear Investment Research LLC535$32K0.0%N/A0.001%
2/12/2024Focus Financial Network Inc. ADV36,518$2.19M0.1%N/A0.063%
2/12/2024Wilson & Boucher Capital Management LLC10,546$631K0.5%-1.9%0.018%
2/9/2024Orion Portfolio Solutions LLC209,696$12.21M0.1%-75.7%0.361%
2/9/2024 Cambridge Investment Research Advisors Inc.43,655$2.61M0.0%-4.9%0.075%
2/9/2024Tidemark LLC915$55K0.0%N/A0.002%
2/9/2024InterOcean Capital Group LLC7,246$434K0.0%-16.6%0.012%
2/9/2024Wells Fargo & Company MN291,026$17.42M0.0%-15.3%0.501%
2/9/2024Gladstone Institutional Advisory LLC22,469$1.35M0.1%-13.9%0.039%
2/9/2024UBS Group AG126,166$7.55M0.0%+13.6%0.217%
2/9/2024PNC Financial Services Group Inc.6,036$361K0.0%+43.1%0.010%
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2/8/2024Kingsview Wealth Management LLC17,605$1.05M0.0%+10.2%0.030%
2/8/2024Beacon Pointe Advisors LLC4,742$284K0.0%-10.5%0.008%
2/8/2024 Wealthcare Capital Management LLC13,627$816K0.1%-11.1%0.023%
2/8/2024Janney Montgomery Scott LLC8,106$485K0.0%-5.4%0.014%
2/7/2024Avantax Advisory Services Inc.25,304$1.52M0.0%+7.6%0.044%
2/7/2024McKinley Carter Wealth Services Inc.7,071$423K0.0%-33.7%0.012%
2/7/2024Envestnet Portfolio Solutions Inc.15,521$929K0.0%-5.2%0.027%
2/7/2024Northwest Financial Advisors942$56K0.0%N/A0.002%
2/7/2024Baron Silver Stevens Financial Advisors LLC44,575$2.67M0.6%-4.3%0.077%
2/6/2024Cullen Frost Bankers Inc.1,774$106K0.0%-50.0%0.003%
2/6/2024Apollon Wealth Management LLC4,701$281K0.0%N/A0.008%
2/6/2024Lincoln National Corp7,424$444K0.0%+4.1%0.013%
2/6/2024Private Advisor Group LLC16,875$1.01M0.0%-1.0%0.029%
2/6/2024 Wealthcare Advisory Partners LLC227,372$13.61M0.5%-10.1%0.392%
2/6/2024 Spire Wealth Management5,008$290K0.0%-18.1%0.009%
2/6/2024Commonwealth Equity Services LLC421,119$25.21M0.0%+4.8%0.725%
2/6/2024Fisher Asset Management LLC3,426$205K0.0%-18.5%0.006%
2/6/2024Great Valley Advisor Group Inc.5,732$343K0.0%+24.1%0.010%
2/6/2024Concord Wealth Partners111,836$6.70M1.3%-24.2%0.193%
2/6/2024Alpha Financial Advisors LLC355,570$21.29M10.8%+3.7%0.613%
2/6/2024 Essex Financial Services Inc.8,777$525K0.1%-3.7%0.015%
2/5/2024MONECO Advisors LLC7,235$433K0.1%N/A0.012%
2/5/2024 Mather Group LLC.3,435$206K0.0%N/A0.006%
2/5/2024Silver Oak Securities Incorporated6,327$379K0.1%+324.3%0.011%
2/5/2024Consolidated Planning Corp21,256$1.27M0.2%-7.2%0.037%
2/2/2024Valmark Advisers Inc.48,016$2.88M0.1%+6.7%0.083%
2/2/2024Truist Financial Corp67,614$4.05M0.0%+1.8%0.116%
2/2/2024New England Private Wealth Advisors LLC339,829$20.35M3.8%+0.1%0.585%
2/2/2024Atria Wealth Solutions Inc.4,516$270K0.0%-50.2%0.008%
2/1/2024Capital Investment Advisory Services LLC684$41K0.0%-22.3%0.001%
2/1/2024Sigma Planning Corp3,739$224K0.0%-18.3%0.006%
2/1/2024 CWM LLC29,623$1.77M0.0%+10.7%0.051%
1/31/2024 Check Capital Management Inc. CA12,450$745K0.0%+48.2%0.021%
1/31/2024 American Financial Advisors LLC4,385$263K0.0%-13.1%0.008%
1/31/2024 KFG Wealth Management LLC5,119$306K0.1%+19.7%0.009%
1/30/2024 Safeguard Financial LLC3,460$207K0.1%N/A0.006%
1/30/2024 Lunt Capital Management Inc.5,760$345K0.2%-18.1%0.010%
1/30/2024SVB Wealth LLC21,039$1.26M0.0%-61.0%0.036%
1/30/2024Crescent Grove Advisors LLC58,007$3.47M0.4%-1.1%0.100%
1/29/2024 MV Capital Management Inc.667$40K0.0%N/A0.001%
1/29/2024Graypoint LLC4,163$249K0.0%-33.0%0.007%
1/29/2024 Essex Private Wealth Management LLC29,343$1.76M5.5%-1.5%0.051%
1/26/2024Cerity Partners LLC21,250$1.27M0.0%+444.9%0.037%
1/26/2024VAUGHAN & Co SECURITIES INC.97,376$5.83M3.9%-1.8%0.167%
1/26/2024 Segment Wealth Management LLC129,703$7.77M0.7%-1.2%0.223%
1/26/2024REDW Wealth LLC21,237$1.27M0.4%-14.5%0.036%
1/25/2024HBK Sorce Advisory LLC13,472$807K0.0%-14.4%0.023%
1/25/2024 Valley National Advisers Inc.43,960$2.63M0.4%+23.7%0.076%
1/25/2024Centurion Wealth Management LLC3,609$216K0.1%-17.4%0.006%
1/24/2024 Barrett & Company Inc.86,293$5.17M2.8%+1.2%0.148%
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See why the elites are pouring billions into gold.
1/24/2024Mirae Asset Global Investments Co. Ltd.369,020$22.09M0.0%-14.9%0.634%
1/24/2024 Stratos Wealth Partners LTD.10,271$615K0.0%+13.8%0.018%
1/24/2024 Stratos Wealth Advisors LLC140,897$8.44M0.5%+17.4%0.242%
1/24/2024 Stratos Investment Management LLC154,866$9.27M1.1%+1.0%0.266%
1/24/2024Prime Capital Investment Advisors LLC4,520$271K0.0%-11.5%0.008%
1/24/2024Mascoma Wealth Management LLC1,847$111K0.0%-17.2%0.003%
1/23/2024 Venturi Wealth Management LLC6,337$379K0.0%-5.0%0.011%
1/23/2024 Benchmark Financial Wealth Advisors LLC3,521$211K0.1%N/A0.006%
1/22/2024Hutchens & Kramer Investment Management Group LLC5,859$351K0.2%-5.3%0.010%
1/19/2024 AdvisorNet Financial Inc2,151$129K0.0%-38.8%0.004%
(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, 236 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.75B), Bank of America Corp DE ($58.88M), Brinker Capital Investments LLC ($42.53M), LPL Financial LLC ($35.35M), Jane Street Group LLC ($31.71M), Commonwealth Equity Services LLC ($25.21M), and Mirae Asset Global Investments Co. Ltd. ($22.09M).Learn more on XT's institutional investors.

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

Of the 190 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: CFS Investment Advisory Services LLC ($24.36M), Financial Engines Advisors L.L.C. ($2.65M), Orion Portfolio Solutions LLC ($845.21K), LPL Financial LLC ($427.13K), Bank of Montreal Can ($261.96K), Greenwood Gearhart Inc. ($172.54K), and Stratos Wealth Advisors LLC ($134.01K).

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

Institutional investors have bought a total of 31,724,546 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

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

Of the 146 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: CFS Investment Advisory Services LLC ($14.02M), Orion Portfolio Solutions LLC ($1.56M), HBK Sorce Advisory LLC ($1.03M), Mirae Asset Global Investments Co. Ltd. ($482.78K), Destination Wealth Management ($464.61K), UBS Group AG ($279.75K), and Bank of Montreal Can ($248.47K).

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

Institutional investors have sold a total of 21,135,873 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


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This page (NASDAQ:XT) was last updated on 4/26/2024 by MarketBeat.com Staff

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