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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$62.03 +0.84 (+1.37%)
Closing price 04:00 PM Eastern
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$62.02 -0.01 (-0.01%)
As of 06:20 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)
91
Total
Institutional Inflows
(last 12 months)
$56.19M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$126.63M
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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
1/21/2025Embree Financial Group3,439$205K0.0%N/A0.006%
1/21/2025Crescent Grove Advisors LLC18,759$1.12M0.1%-41.5%0.035%
1/21/2025KFG Wealth Management LLC5,131$306K0.1%-9.7%0.010%
1/21/2025Archford Capital Strategies LLC112,905$6.74M1.0%-3.5%0.211%
1/21/2025Alpha Financial Advisors LLC35,177$2.10M1.0%-90.5%0.066%
1/21/2025CFS Investment Advisory Services LLC120,600$7.20M0.6%-1.1%0.225%
1/21/2025Dynamic Advisor Solutions LLC162,157$9.67M0.4%+0.6%0.303%
1/21/2025CX Institutional9,405$561K0.0%+16.4%0.018%
1/21/2025Patriot Investment Management Group Inc.8,296$495K0.0%-9.4%0.015%
1/17/2025 Janney Montgomery Scott LLC8,707$519K0.0%+7.4%0.016%
1/17/2025 Daymark Wealth Partners LLC88,021$5.25M0.2%+2.1%0.164%
1/17/2025 Finley Financial LLC500$30K0.0%N/A0.001%
1/17/2025 Dakota Wealth Management3,570$213K0.0%N/A0.007%
1/17/2025 Atomi Financial Group Inc.4,128$246K0.0%-5.6%0.008%
1/17/2025 Segment Wealth Management LLC119,680$7.14M0.5%-3.5%0.223%
1/15/2025 HB Wealth Management LLC8,025$479K0.0%-10.8%0.015%
1/15/2025 Wealthcare Advisory Partners LLC167,263$9.98M0.3%+1.9%0.311%
1/15/2025 Wealthcare Capital Management LLC11,634$694K0.1%-5.3%0.022%
1/14/2025 Foresight Capital Management Advisors Inc.5,646$337K0.2%+12.4%0.011%
1/14/2025 Moseley Investment Management Inc.7,710$460K0.2%-9.5%0.014%
1/13/2025 Christensen King & Associates Investment Services Inc.6,675$408K0.2%-4.9%0.012%
1/13/2025 Pallas Capital Advisors LLC21,006$1.25M0.1%+1.6%0.039%
1/13/2025 Brookstone Capital Management79,276$4.73M0.1%-3.1%0.148%
1/10/2025 West Oak Capital LLC1,081$64K0.0%+260.3%0.002%
12/26/2024JPMorgan Chase & Co.4,296$262K0.0%-86.5%0.007%
11/25/2024Destination Wealth Management10,102$615K0.0%-6.1%0.018%
11/25/2024Sanctuary Advisors LLC4,930$300K0.0%-20.2%0.009%
11/15/2024MML Investors Services LLC90,552$5.51M0.0%+15.5%0.157%
11/15/2024Orion Portfolio Solutions LLC117,492$7.15M0.2%-11.1%0.204%
11/15/2024Glen Eagle Advisors LLC17,593$1.07M0.2%-4.8%0.031%
11/15/2024EP Wealth Advisors LLC7,015$427K0.0%+12.8%0.012%
11/15/2024Jane Street Group LLC98,986$6.03M0.0%+639.8%0.172%
11/15/2024Stifel Financial Corp5,097$310K0.0%+15.4%0.009%
11/15/2024IHT Wealth Management LLC15,284$930K0.0%-2.1%0.027%
11/15/2024Integrated Wealth Concepts LLC29,331$1.79M0.0%-27.2%0.051%
11/15/2024HighTower Advisors LLC48,387$2.94M0.0%-1.5%0.084%
11/14/2024Captrust Financial Advisors7,312$445K0.0%-3.8%0.013%
11/13/2024FMR LLC27,997$1.70M0.0%-2.7%0.049%
11/12/2024MGB Wealth Management LLC9,420$574K0.2%-29.3%0.016%
11/12/2024Lane & Associates LLC10,659$649K0.4%-21.7%0.019%
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11/12/2024Cerity Partners LLC13,396$816K0.0%+177.2%0.023%
11/12/2024Kingsview Wealth Management LLC19,316$1.18M0.0%-2.3%0.034%
11/12/2024CFS Investment Advisory Services LLC121,971$7.43M0.6%-1.2%0.212%
11/12/2024AlphaCore Capital LLC173,464$10.56M2.4%+4.8%0.302%
11/8/2024Cedar Wealth Management LLC3,445$210K0.1%-80.6%0.006%
11/8/2024First Horizon Advisors Inc.1,041$63K0.0%+7,907.7%0.002%
11/7/2024Wharton Business Group LLC64,740$3.94M0.2%+137.4%0.113%
11/7/2024MAI Capital Management18,508$1.13M0.0%-50.3%0.032%
11/7/2024EQ LLC4,921$300K0.2%+3.4%0.009%
11/6/2024Coastline Trust Co5,280$321K0.0%N/A0.009%
11/6/2024OneDigital Investment Advisors LLC5,871$357K0.0%-9.6%0.010%
11/5/2024Prime Capital Investment Advisors LLC7,268$442K0.0%-3.1%0.013%
11/1/2024Assetmark Inc.3,691$225K0.0%+34.0%0.006%
10/30/2024Crescent Grove Advisors LLC32,084$1.95M0.2%-25.9%0.056%
10/30/2024Crestwood Advisors Group LLC3,480$212K0.0%N/A0.006%
10/29/2024REDW Wealth LLC18,574$1.13M0.3%-5.0%0.032%
10/29/2024 Pure Financial Advisors LLC4,339$264K0.0%N/A0.008%
10/29/2024Symmetry Partners LLC5,680$346K0.1%N/A0.010%
10/28/2024Gladstone Institutional Advisory LLC21,451$1.31M0.1%-4.6%0.037%
10/28/2024Focus Financial Network Inc.6,184$376K0.0%-7.9%0.011%
10/28/2024 Baron Silver Stevens Financial Advisors LLC49,338$3.00M0.5%-0.6%0.086%
10/25/2024Valmark Advisers Inc.59,018$3.59M0.1%+5.7%0.103%
10/25/2024Strategic Blueprint LLC11,478$699K0.0%-5.5%0.020%
10/24/2024Strategic Wealth Investment Group LLC36,052$2.17M0.2%-3.1%0.063%
10/24/2024Concord Wealth Partners12,060$734K0.1%-86.5%0.021%
10/24/2024Barrett & Company Inc.88,220$5.37M2.3%+0.6%0.153%
10/24/2024Valley National Advisers Inc.21,318$1.30M0.2%-8.5%0.037%
10/24/2024 Wealth Enhancement Advisory Services LLC11,116$677K0.0%-8.0%0.019%
10/23/2024Mirae Asset Global Investments Co. Ltd.88,320$5.38M0.0%-48.6%0.153%
10/22/2024Detalus Advisors LLC4,741$289K0.1%-31.8%0.008%
10/22/2024Private Advisor Group LLC11,688$712K0.0%-29.9%0.020%
10/22/2024 Segment Wealth Management LLC124,084$7.55M0.5%-4.5%0.215%
10/22/2024 Christensen King & Associates Investment Services Inc.7,017$427K0.2%-11.5%0.012%
10/21/2024Sweeney & Michel LLC35,823$2.18M0.9%+0.8%0.062%
10/18/2024Raymond James & Associates88,584$5.39M0.0%+2.2%0.154%
10/18/2024Alpha Financial Advisors LLC371,483$22.62M10.0%+1.2%0.645%
10/18/2024Stratos Investment Management LLC183,218$11.15M0.8%+18.8%0.318%
10/18/2024Stratos Wealth Advisors LLC205,810$12.53M0.6%+37.9%0.357%
10/17/2024Sweet Financial Partners LLC189,413$11.53M2.5%-0.6%0.329%
10/16/2024SPC Financial Inc.16,082$979K0.1%-3.2%0.028%
10/16/2024McKinley Carter Wealth Services Inc.7,071$430K0.0%-33.7%0.012%
10/15/2024Hutchens & Kramer Investment Management Group LLC5,589$336K0.2%-4.6%0.010%
10/11/2024Creative Planning7,626$464K0.0%-9.8%0.013%
10/11/2024CX Institutional8,079$492K0.0%-9.2%0.014%
10/8/2024CWM LLC24,815$1.51M0.0%+1.3%0.043%
10/8/2024 Daymark Wealth Partners LLC86,190$5.25M0.2%+0.9%0.149%
10/8/2024 Brookstone Capital Management81,809$4.98M0.1%+3.9%0.142%
10/8/2024Dynamic Advisor Solutions LLC161,191$9.81M0.3%-3.1%0.279%
10/8/2024Mather Group LLC.4,253$259K0.0%-51.5%0.007%
10/7/2024 Foresight Capital Management Advisors Inc.5,022$306K0.2%+14.8%0.009%
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9/5/2024Sanctuary Advisors LLC6,178$349K0.0%N/A0.011%
8/21/2024SPC Financial Inc.16,620$978K0.1%-10.1%0.029%
8/21/2024Truist Financial Corp70,060$4.12M0.0%+1.5%0.121%
8/19/2024EP Wealth Advisors LLC6,221$366K0.0%-29.5%0.011%
8/16/2024Creative Planning8,453$497K0.0%+19.2%0.015%
8/15/2024 Daymark Wealth Partners LLC85,428$5.03M0.2%+1.1%0.148%
8/15/2024Abich Financial Wealth Management LLC3,051$179K0.1%-59.2%0.005%
8/14/2024Bank of Montreal Can21,527$1.27M0.0%+2.9%0.037%
8/14/2024Evergreen Capital Management LLC51,504$3.03M0.1%-18.5%0.089%
8/13/2024AE Wealth Management LLC13,722$807K0.0%+93.9%0.024%
(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, 220 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), LPL Financial LLC ($44.10M), Brinker Capital Investments LLC ($42.53M), Commonwealth Equity Services LLC ($24.55M), Wells Fargo & Company MN ($17.42M), New England Private Wealth Advisors LLC ($16.79M), and Mariner LLC ($13.22M).Learn more on XT's institutional investors.

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

Of the 152 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: Orion Portfolio Solutions LLC ($845.21K), LPL Financial LLC ($325.46K), Greenwood Gearhart Inc. ($172.54K), Stratos Wealth Advisors LLC ($121.98K), Wealthcare Advisory Partners LLC ($115.98K), Raymond James Financial Services Advisors Inc. ($112.64K), and Mirae Asset Global Investments Co. Ltd. ($112K).

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

Institutional investors have bought a total of 3,843,229 shares in the last 24 months. This purchase volume represents approximately $258.12M in transactions.

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

Of the 154 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: Orion Portfolio Solutions LLC ($1.64M), Mirae Asset Global Investments Co. Ltd. ($492.88K), Alpha Financial Advisors LLC ($336.31K), Bank of Montreal Can ($248.47K), Concord Wealth Partners ($212.35K), Financial Engines Advisors L.L.C. ($203.96K), and Destination Wealth Management ($179.84K).

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

Institutional investors have sold a total of 5,046,474 shares in the last 24 months. This volume of shares sold represents approximately $335.90M in transactions.


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This page (NASDAQ:XT) was last updated on 1/21/2025 by MarketBeat.com Staff
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