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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$80.98 0.00 (0.00%)
As of 05/22/2026 04:00 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)
149
Total
Institutional Inflows
(last 12 months)
$339.57M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$224.46M
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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
5/22/2026WNY 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%
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%
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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%
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%
2/11/2026 Janney Montgomery Scott LLC7,276$507K0.0%-15.1%0.014%
2/11/2026 GWN Securities Inc.22,441$1.57M0.3%+7.4%0.044%
2/11/2026 Cerity Partners LLC19,928$1.39M0.0%-16.5%0.039%
2/11/2026 LPL Financial LLC624,671$43.57M0.0%+0.2%1.218%
2/11/2026 Strategic Wealth Investment Group LLC22,994$1.60M0.2%-28.8%0.045%
2/11/2026 Tradition Wealth Management LLC4,454$311K0.0%+5.9%0.009%
2/11/2026 Vise Technologies Inc.4,192$292K0.0%N/A0.008%
2/11/2026 Crescent Grove Advisors LLC16,266$1.13M0.1%-6.6%0.032%
2/10/2026 Cibc World Market Inc.90,768$6.33M0.0%-1.8%0.177%
2/10/2026 Lido Advisors LLC32,651$2.35M0.0%+1.6%0.064%
2/10/2026 Rothschild Wealth LLC19,161$1.34M0.2%-23.1%0.037%
2/10/2026 CFS Investment Advisory Services LLC110,319$7.69M0.6%-4.4%0.215%
2/10/2026 IFG Advisory LLC7,012$489K0.0%+5.5%0.014%
2/9/2026 Kingsview Wealth Management LLC22,032$1.54M0.0%-1.1%0.043%
2/9/2026 McGinn Penninger Investment Management Inc.8,508$593K0.3%-15.5%0.017%
2/9/2026 Integrity Alliance LLC.6,490$453K0.0%N/A0.013%
2/9/2026 Family Office Research LLC10,016$705K0.3%-26.5%0.020%
2/9/2026 Harbour Investments Inc.4,809$335K0.0%+11.4%0.009%
2/9/2026 Fisher Asset Management LLC3,518$245K0.0%N/A0.007%
2/9/2026 Clearwater Capital Advisors LLC123,586$8.62M0.7%-2.3%0.241%
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2/9/2026 HBK Sorce Advisory LLC8,903$639K0.0%-3.2%0.017%
2/9/2026 Interactive Financial Advisors Inc.7,373$514K0.3%+4.7%0.014%
2/9/2026 New England Private Wealth Advisors LLC211,305$14.74M0.9%+5.5%0.412%
2/6/2026Global Retirement Partners LLC1,746$122K0.0%-20.6%0.003%
2/6/2026 Baron Silver Stevens Financial Advisors LLC39,840$2.78M0.4%-0.6%0.078%
2/6/2026 IFP Advisors Inc643$45K0.0%-32.2%0.001%
2/6/2026 PNC Financial Services Group Inc.15,895$1.11M0.0%+49.3%0.031%
2/6/2026 HighTower Advisors LLC17,593$1.23M0.0%+1.1%0.034%
2/6/2026 Envestnet Portfolio Solutions Inc.8,060$562K0.0%N/A0.016%
2/5/2026 Cauble & Harre Wealth Management Inc.4,026$281K0.2%N/A0.008%


XT Institutional Ownership - Frequently Asked Questions

During the previous two years, 265 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), Northwestern Mutual Wealth Management Co. ($87.72M), Ameriprise Financial Inc. ($44.40M), LPL Financial LLC ($43.57M), 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 216 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 4,962,931 shares in the last 24 months. This purchase volume represents approximately $339.57M in transactions.

Of the 118 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), Prime Capital Investment Advisors LLC ($145.41K), Dynamic Advisor Solutions LLC ($133.50K), Jane Street Group LLC ($109.46K), VAUGHAN & Co SECURITIES INC. ($66.46K), and UBS Group AG ($56.10K).

Institutional investors have sold a total of 3,199,508 shares in the last 24 months. This volume of shares sold represents approximately $224.46M in transactions.


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This page (NASDAQ:XT) was last updated on 5/26/2026 by MarketBeat.com Staff.
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