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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$84.03 -0.41 (-0.49%)
Closing price 03:47 PM Eastern
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$84.07 +0.04 (+0.05%)
As of 07:30 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)
$240.88M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$191.08M
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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
10/13/2026Clay Northam Wealth Management LLC9,654$805K0.4%-2.6%0.020%
10/8/2026Farther Finance Advisors LLC12,243$1.02M0.0%-4.8%0.026%
10/6/2026Boyum Wealth Architects LLC3,668$309K0.1%-5.2%0.008%
10/5/2026Rockland Trust Co.2,652$221K0.0%N/A0.006%
9/23/2026Envestnet Asset Management Inc.70,825$5.85M0.0%-22.6%0.148%
9/9/2026Archford Capital Strategies LLC4,222$349K0.0%-9.1%0.009%
9/9/2026RFG Advisory LLC31,998$2.64M0.0%-4.3%0.067%
9/9/2026Baird Financial Group Inc.557,561$46.07M0.1%-0.2%1.164%
8/27/2026Corient Private Wealth LP8,281$684K0.0%+7.2%0.017%
8/26/2026HighTower Advisors LLC18,949$1.57M0.0%+7.8%0.040%
8/23/2026Wedmont Private Capital2,801$231K0.0%N/A0.006%
8/23/2026Widmann Financial Services Inc.2,469$204K0.1%N/A0.005%
8/22/2026Compass Financial Management LLC583$48K0.0%N/A0.001%
8/22/2026Jim Saulnier & Associates LLC2,959$245K0.1%N/A0.006%
8/22/2026TD Waterhouse Canada Inc.465$38K0.0%N/A0.001%
8/20/2026Susquehanna International Group LLP21,112$1.74M0.0%N/A0.044%
8/20/2026Northwestern Mutual Wealth Management Co.22,819$1.89M0.0%-1.5%0.048%
8/12/2026Compass Financial Management LLC583$48K0.0%N/A0.001%
8/8/2026Wealthfront Advisers LLC18,303$1.51M0.0%+47.3%0.038%
8/7/2026OneDigital Investment Advisors LLC9,192$760K0.0%+65.5%0.019%
8/7/2026HBK Sorce Advisory LLC8,403$689K0.0%-4.9%0.018%
8/6/2026Global Retirement Partners LLC1,707$141K0.0%N/A0.004%
8/6/2026Focus Partners Advisor Solutions LLC3,161$261K0.0%N/A0.007%
8/6/2026Kelleher Financial Advisors686$57K0.0%N/A0.001%
8/6/2026Retirement Planning Group LLC2,767$229K0.0%N/A0.006%
8/5/2026HighTower Advisors LLC18,949$1.57M0.0%+7.8%0.040%
8/5/2026Janney Montgomery Scott LLC7,115$588K0.0%N/A0.015%
8/5/2026New England Private Wealth Advisors LLC216,534$17.05M1.6%+0.4%0.452%
8/4/2026REAP Financial Group LLC393$32K0.0%+858.5%0.001%
8/3/2026VAUGHAN & Co SECURITIES INC.2,918$241K0.1%N/A0.006%
8/3/2026Oppenheimer & Co. Inc.5,255$434K0.0%+13.7%0.011%
7/10/2026Wealthcare Advisory Partners LLC264,664$21.87M0.4%+3.4%0.553%
7/9/2026Wealthcare Capital Partners LLC29,056$2.40M1.0%-4.3%0.061%
7/9/2026Focus Financial Network Inc.5,091$421K0.0%-4.1%0.011%
7/9/2026Sax Wealth Advisors LLC9,610$794K0.0%-14.8%0.020%
7/7/2026Dynamic Advisor Solutions LLC35,099$2.90M0.1%-11.0%0.073%
7/2/2026 CX Institutional7,699$636K0.0%-12.0%0.016%
6/18/2026Western Wealth Management LLC5,610$382K0.0%+11.7%0.011%
5/22/2026WNY Asset Management LLC7,531$513K0.1%N/A0.015%
5/19/2026Western Wealth Management LLC5,610$382K0.0%+11.7%0.011%
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5/19/2026Arkadios Wealth Advisors134,859$9.19M0.1%+35.8%0.267%
5/18/2026Royal Bank of Canada45,170$3.08M0.0%-10.2%0.090%
5/16/2026Glen Eagle Advisors LLC12,835$875K0.1%-3.1%0.025%
5/16/2026Quantinno Capital Management LP7,461$509K0.0%+80.7%0.015%
5/15/2026Vivaldi Capital Management LP9,394$640K0.1%+7.5%0.019%
5/14/2026Lido Advisors LLC7,257$495K0.0%-77.8%0.014%
5/13/2026Cetera Investment Advisers72,000$4.91M0.0%+9.6%0.143%
5/13/2026Wealthspire Retirement LLC13,452$917K0.1%-9.9%0.027%
5/13/2026Clearwater Capital Advisors LLC126,310$8.61M0.7%+2.2%0.250%
5/8/2026PNC Financial Services Group Inc.16,586$1.13M0.0%+4.3%0.033%
5/8/2026Cassaday & Co Wealth Management LLC749$51K0.0%N/A0.001%
5/7/2026Crescent Grove Advisors LLC13,285$905K0.1%-18.3%0.026%
5/6/2026Assetmark Inc.1,993$136K0.0%-22.7%0.004%
5/5/2026Wealthfront Advisers LLC12,428$847K0.0%-2.6%0.025%
5/5/2026Sanctuary Advisors LLC4,967$338K0.0%+2.9%0.010%
5/2/2026Valmark Advisers Inc.74,418$5.07M0.1%+3.9%0.148%
5/1/2026Fifth Third Bancorp4,855$331K0.0%N/A0.010%
4/30/2026Kestra Advisory Services LLC107,352$7.32M0.0%+8.5%0.213%
4/28/2026Berger Financial Group Inc23,035$1.57M0.1%-8.2%0.046%
4/27/2026HB Wealth Management LLC6,675$455K0.0%-11.3%0.013%
4/27/2026Private Advisor Group LLC10,404$709K0.0%-15.1%0.021%
4/24/2026Root Financial Partners LLC5,663$386K0.0%+7.1%0.011%
4/24/2026Essex Financial Services Inc.7,269$495K0.0%-12.1%0.014%
4/24/2026Financial Life Planners1,560$106K0.1%N/A0.003%
4/23/2026Apollon Wealth Management LLC10,743$732K0.0%-3.6%0.021%
4/21/2026Balance Wealth LLC3,238$221K0.1%N/A0.006%
4/20/2026Christensen King & Associates Investment Services Inc.7,031$479K0.2%+20.9%0.014%
4/20/2026Ritholtz Wealth Management19,566$1.33M0.0%-5.2%0.039%
4/20/2026RFG Advisory LLC33,425$2.28M0.0%-14.6%0.066%
4/17/2026Brookstone Capital Management106,103$7.23M0.1%+6.3%0.211%
3/17/2026Rockefeller Capital Management L.P.3,997$279K0.0%+3.7%0.008%
3/13/2026World Investment Advisors8,034$560K0.0%+11.3%0.016%
3/9/2026Corient Private Wealth LLC4,902$342K0.0%-5.7%0.010%
2/23/2026MV Capital Management Inc.667$47K0.0%N/A0.001%
2/19/2026Corient Private Wealth LLC4,902$342K0.0%-5.7%0.010%
2/18/2026Mercer Global Advisors Inc. ADV22,483$1.57M0.0%+104.0%0.044%
2/18/2026Beacon Pointe Advisors LLC4,269$298K0.0%-28.5%0.008%
2/18/2026EP Wealth Advisors LLC7,184$501K0.0%N/A0.014%
2/18/2026NewEdge Advisors LLC3,222$225K0.0%-30.0%0.006%
2/18/2026VestGen Advisors LLC3,071$214K0.0%-36.3%0.006%
2/18/2026Opus Financial Solutions LLC24,058$1.68M1.6%N/A0.047%
2/18/2026IHT Wealth Management LLC5,382$375K0.0%-3.3%0.010%
2/18/2026Gotham Asset Management LLC26,364$1.84M0.0%+26.2%0.051%
2/18/2026Align Financial LLC5,370$375K0.0%N/A0.010%
2/17/2026Cetera Investment Advisers65,711$4.58M0.0%+33.4%0.128%
2/17/2026Osaic Holdings Inc.56,795$3.96M0.0%+14.7%0.111%
2/17/2026Russell Investments Group Ltd.369$26K0.0%-68.2%0.001%
2/17/2026Royal Bank of Canada50,315$3.51M0.0%+9.5%0.098%
2/17/2026Rothschild Wealth LLC19,161$1.34M0.1%-23.1%0.037%
2/16/2026MML Investors Services LLC38,006$2.65M0.0%+2.5%0.074%
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2/16/2026Mariner LLC121,959$8.51M0.0%-6.1%0.238%
2/16/2026Glen Eagle Advisors LLC13,250$924K0.1%-1.7%0.026%
2/16/2026Destination Wealth Management7,765$542K0.0%-5.2%0.015%
2/16/2026Arax Advisory Partners2,148$150K0.0%+12.0%0.004%
2/13/2026Kestra Advisory Services LLC98,942$6.90M0.0%+5.3%0.193%
2/13/2026Ally Invest Advisors Inc.13,554$945K0.1%-2.1%0.026%
2/13/2026Stifel Financial Corp8,873$618K0.0%+12.7%0.017%
2/13/2026Morgan Stanley1,512,452$105.48M0.0%+523.0%2.948%
2/13/2026Vivaldi Capital Management LP8,740$610K0.1%+5.5%0.017%
2/13/2026Arkadios Wealth Advisors99,299$6.93M0.1%+7.7%0.194%


XT Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 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), Baird Financial Group Inc. ($46.07M), Ameriprise Financial Inc. ($44.40M), LPL Financial LLC ($43.57M), Wealthcare Advisory Partners LLC ($21.87M), and Commonwealth Equity Services LLC ($21.16M).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 3,430,554 shares in the last 24 months. This purchase volume represents approximately $240.88M in transactions.

Of the 100 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 ($48.94K), Segment Wealth Management LLC ($34.54K), and Orion Porfolio Solutions LLC ($27.69K).

Institutional investors have sold a total of 2,678,966 shares in the last 24 months. This volume of shares sold represents approximately $191.08M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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