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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$78.74 -0.53 (-0.67%)
As of 07/24/2026 03:59 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)
143
Total
Institutional Inflows
(last 12 months)
$315.94M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$204.36M
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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
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%
6/18/2026Western 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%
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%
4/24/2026 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%
4/20/2026Ritholtz 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%
3/17/2026Rockefeller Capital Management L.P.3,997$279K0.0%+3.7%0.008%
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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%
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%
2/13/2026Integrated Wealth Concepts LLC13,014$908K0.0%-8.3%0.025%
2/13/2026New England Private Wealth Advisors LLC211,305$14.74M1.8%+5.5%0.412%
2/13/2026Wells Fargo & Company MN80,554$5.62M0.0%+14.7%0.157%
2/12/2026Federation des caisses Desjardins du Quebec805$56K0.0%+163.9%0.002%
2/12/2026Orion Porfolio Solutions LLC71,409$4.98M0.0%-23.6%0.139%
2/12/2026Financial Engines Advisors L.L.C.32,752,270$2.28B4.3%-1.2%63.845%
2/12/2026Commonwealth Equity Services LLC303,431$21.16M0.0%+20.3%0.591%
2/12/2026Moneta Group Investment Advisors LLC6,728$469K0.0%-18.8%0.013%
2/11/2026Janney Montgomery Scott LLC7,276$507K0.0%-15.1%0.014%
2/11/2026GWN Securities Inc.22,441$1.57M0.3%+7.4%0.044%
2/11/2026Cerity Partners LLC19,928$1.39M0.0%-16.5%0.039%
2/11/2026LPL Financial LLC624,671$43.57M0.0%+0.2%1.218%
2/11/2026Strategic Wealth Investment Group LLC22,994$1.60M0.2%-28.8%0.045%
2/11/2026Tradition Wealth Management LLC4,454$311K0.0%+5.9%0.009%
2/11/2026Vise Technologies Inc.4,192$292K0.0%N/A0.008%
2/11/2026Crescent Grove Advisors LLC16,266$1.13M0.1%-6.6%0.032%
2/10/2026Cibc World Market Inc.90,768$6.33M0.0%-1.8%0.177%
2/10/2026Lido Advisors LLC32,651$2.35M0.0%+1.6%0.064%
2/10/2026Rothschild 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%
2/10/2026IFG Advisory LLC7,012$489K0.0%+5.5%0.014%
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2/9/2026Kingsview Wealth Management LLC22,032$1.54M0.0%-1.1%0.043%
2/9/2026McGinn Penninger Investment Management Inc.8,508$593K0.3%-15.5%0.017%
2/9/2026Integrity Alliance LLC.6,490$453K0.0%N/A0.013%
2/9/2026Family Office Research LLC10,016$705K0.3%-26.5%0.020%
2/9/2026Harbour Investments Inc.4,809$335K0.0%+11.4%0.009%
2/9/2026Fisher Asset Management LLC3,518$245K0.0%N/A0.007%
2/9/2026Clearwater Capital Advisors LLC123,586$8.62M0.7%-2.3%0.241%
2/9/2026HBK Sorce Advisory LLC8,903$639K0.0%-3.2%0.017%
2/9/2026Interactive Financial Advisors Inc.7,373$514K0.3%+4.7%0.014%
2/9/2026New England Private Wealth Advisors LLC211,305$14.74M0.9%+5.5%0.412%


XT Institutional Ownership - Frequently Asked Questions

During the previous two years, 263 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), 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 211 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 4,598,462 shares in the last 24 months. This purchase volume represents approximately $315.94M in transactions.

Of the 112 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), Jane Street Group LLC ($109.46K), UBS Group AG ($56.10K), RFG Advisory LLC ($50.67K), and Segment Wealth Management LLC ($34.54K).

Institutional investors have sold a total of 2,889,180 shares in the last 24 months. This volume of shares sold represents approximately $204.36M in transactions.


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This page (NASDAQ:XT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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