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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$54.85 +0.75 (+1.39%)
As of 04/14/2025 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)
119
Total
Institutional Inflows
(last 12 months)
$166.28M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$120.28M
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XT Institutional Buying and Selling by Quarter

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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
4/14/2025Pallas Capital Advisors LLC20,040$1.15M0.0%-4.6%0.038%
4/14/2025Farther Finance Advisors LLC7,891$454K0.0%+46.6%0.015%
4/14/2025Daymark Wealth Partners LLC88,285$5.08M0.2%+0.3%0.169%
4/14/2025Destiny Wealth Partners LLC83,504$4.81M0.8%+3.6%0.160%
4/14/2025Wealthcare Capital Partners LLC33,433$1.92M1.0%-1.1%0.064%
4/11/2025 KFG Wealth Management LLC4,861$280K0.1%-5.3%0.009%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.573$33K0.0%N/A0.001%
4/9/2025 RFG Advisory LLC6,270$361K0.0%N/A0.012%
4/9/2025 Sweeney & Michel LLC28,163$1.62M0.7%N/A0.055%
3/4/2025Comprehensive Money Management Services LLC8,643$516K0.4%N/A0.016%
2/28/2025Park Square Financial Group LLC700$42K0.0%N/A0.001%
2/28/2025Brooklyn FI LLC72,128$4.39M0.7%N/A0.139%
2/21/2025WNY Asset Management LLC8,883$530K0.1%-6.8%0.017%
2/21/2025AlphaCore Capital LLC25,856$1.54M0.3%-85.1%0.049%
2/19/2025Wilson & Boucher Capital Management LLC9,051$540K0.4%-5.9%0.017%
2/18/2025GTS Securities LLC25,194$1.50M0.1%N/A0.048%
2/18/2025Glen Eagle Advisors LLC16,467$982K0.2%-6.4%0.031%
2/17/2025Vivaldi Capital Management LP5,445$335K0.1%+9.8%0.010%
2/17/2025Sentinus LLC37,891$2.26M0.7%+143.1%0.072%
2/17/2025Focus Partners Wealth13,965$842K0.0%+9.6%0.026%
2/17/2025EP Wealth Advisors LLC8,710$520K0.0%+24.2%0.017%
2/17/2025CoreCap Advisors LLC1,009$60K0.0%+41.7%0.002%
2/17/2025Cetera Investment Advisers14,548$868K0.0%-3.7%0.028%
2/17/2025Citadel Advisors LLC44,671$2.67M0.0%+144.2%0.085%
2/17/2025Baird Financial Group Inc.262,924$15.69M0.0%+334.4%0.498%
2/17/2025Bank of America Corp DE714,573$42.63M0.0%-3.1%1.355%
2/17/2025Ameriprise Financial Inc.369,657$22.07M0.0%-20.0%0.701%
2/14/2025Mercer Global Advisors Inc. ADV18,000$1.07M0.0%+47.8%0.034%
2/14/2025Jane Street Group LLC15,301$913K0.0%-84.5%0.029%
2/14/2025Comerica Bank5,273$315K0.0%-8.7%0.010%
2/14/2025Beacon Pointe Advisors LLC7,185$429K0.0%-2.4%0.014%
2/14/2025Berger Financial Group Inc32,936$1.97M0.1%-14.7%0.062%
2/14/2025Integrated Wealth Concepts LLC33,523$2M0.0%+14.3%0.064%
2/14/2025MGO One Seven LLC70,548$4.21M0.2%+13.2%0.134%
2/14/2025IHT Wealth Management LLC14,872$887K0.0%-2.7%0.028%
2/14/2025Stifel Financial Corp4,763$284K0.0%-6.6%0.009%
2/14/2025OneDigital Investment Advisors LLC6,050$361K0.0%+3.0%0.011%
2/14/2025MML Investors Services LLC43,556$2.60M0.0%-51.9%0.083%
2/13/2025NewEdge Advisors LLC5,461$326K0.0%+6.6%0.010%
2/13/2025Evergreen Capital Management LLC36,443$2.18M0.1%-8.5%0.069%
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2/13/2025Ally Invest Advisors Inc.12,714$759K0.1%+20.4%0.024%
2/13/2025Mariner LLC166,055$9.91M0.0%+1.2%0.315%
2/13/2025Family Office Research LLC17,821$1.06M0.5%N/A0.034%
2/13/2025Raymond James Financial Inc.236,007$14.08M0.0%N/A0.447%
2/13/2025Renaissance Technologies LLC52,100$3.11M0.0%+415.8%0.099%
2/13/2025Cerity Partners LLC14,757$880K0.0%+10.2%0.028%
2/13/2025Envestnet Asset Management Inc.87,084$5.20M0.0%-21.5%0.165%
2/13/2025Wells Fargo & Company MN73,014$4.36M0.0%-55.5%0.138%
2/12/2025Uniting Wealth Partners LLC10,953$653K0.3%N/A0.021%
2/12/2025World Investment Advisors6,958$415K0.0%N/A0.013%
2/12/2025Cannon Advisors Inc.7,925$473K0.4%+7.0%0.015%
2/12/2025OLD Mission Capital LLC81,668$4.87M0.1%N/A0.155%
2/12/2025O Shaughnessy Asset Management LLC7,574$452K0.0%+37.4%0.014%
2/12/2025CIBC Private Wealth Group LLC3,708$224K0.0%+5.5%0.007%
2/12/2025Orion Portfolio Solutions LLC114,644$6.84M0.1%-2.4%0.217%
2/12/2025Blair William & Co. IL9,853$588K0.0%+1.9%0.019%
2/12/2025Howe & Rusling Inc.1,076$64K0.0%N/A0.002%
2/12/2025JPMorgan Chase & Co.20,611$1.23M0.0%+379.8%0.039%
2/12/2025Financial Engines Advisors L.L.C.34,675,164$2.07B4.4%+1.3%65.735%
2/11/2025LPL Financial LLC692,872$41.34M0.0%-0.9%1.314%
2/11/2025Brooklyn FI LLC72,128$4.39M0.0%N/A0.137%
2/10/2025Clearwater Capital Advisors LLC105,816$6.31M0.6%+2.1%0.201%
2/10/2025GWN Securities Inc.6,914$414K0.1%N/A0.013%
2/10/2025Envestnet Portfolio Solutions Inc.15,746$939K0.0%+2.3%0.030%
2/10/2025Commonwealth Equity Services LLC248,068$14.80M0.0%-12.0%0.470%
2/10/2025Essential Planning LLC.16,250$988K0.0%N/A0.031%
2/10/2025Farther Finance Advisors LLC5,381$321K0.0%+4,239.5%0.010%
2/7/2025PFG Advisors34,146$2.04M0.1%+8.2%0.065%
2/7/2025HighTower Advisors LLC46,027$2.75M0.0%-4.9%0.087%
2/7/2025New England Private Wealth Advisors LLC208,972$12.47M2.0%-18.3%0.396%
2/7/2025Citizens Financial Group Inc. RI4,431$264K0.0%-6.7%0.008%
2/7/2025REDW Wealth LLC11,240$671K0.2%-39.5%0.021%
2/6/2025Raymond James Financial Inc.236,007$14.08M0.0%N/A0.447%
2/6/2025Assetmark Inc.3,085$184K0.0%-16.4%0.006%
2/6/2025Abbot Financial Management Inc.10,027$598K0.3%-6.8%0.019%
2/6/2025Interactive Financial Advisors Inc.9,664$577K0.3%-2.8%0.018%
2/6/2025Detalus Advisors LLC4,567$272K0.1%-3.7%0.009%
2/6/2025Jones Financial Companies Lllp40,446$2.41M0.0%+24.4%0.077%
2/5/2025Fisher Asset Management LLC3,755$224K0.0%N/A0.007%
2/5/2025SVB Wealth LLC30,610$1.83M0.0%N/A0.058%
2/4/2025Wharton Business Group LLC69,970$4.17M0.2%+8.1%0.133%
2/4/2025IFP Advisors Inc16,983$1.01M0.0%-5.3%0.032%
2/3/2025Lane & Associates LLC9,074$563K0.3%-14.9%0.017%
2/3/2025Compass Planning Associates Inc826$49K0.0%N/A0.002%
2/3/2025Private Advisor Group LLC12,775$762K0.0%+9.3%0.024%
1/31/2025Truist Financial Corp47,784$2.85M0.0%-32.8%0.090%
1/31/2025Sanctuary Advisors LLC4,600$287K0.0%-6.7%0.009%
1/30/2025Valmark Advisers Inc.61,265$3.66M0.1%+3.8%0.116%
1/30/2025Allworth Financial LP1,878$117K0.0%+62.7%0.004%
1/30/2025Strategic Financial Concepts LLC119,173$7.11M0.2%N/A0.225%
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1/30/2025Root Financial Partners LLC5,290$316K0.0%+47.6%0.010%
1/29/2025Gladstone Institutional Advisory LLC22,443$1.34M0.1%+4.6%0.042%
1/29/2025Fortress Financial Solutions LLC24,729$1.48M2.1%N/A0.046%
1/29/2025Wealthcare Capital Partners LLC33,809$2.02M1.1%N/A0.063%
1/29/2025Essex Financial Services Inc.7,816$466K0.0%-6.9%0.015%
1/29/2025BostonPremier Wealth LLC18,912$1.13M0.7%N/A0.035%
1/29/2025Focus Financial Network Inc.5,862$350K0.0%-5.2%0.011%
1/28/2025Kingsview Wealth Management LLC21,245$1.27M0.0%+10.0%0.040%
1/28/2025Apollon Wealth Management LLC10,582$631K0.0%+18.7%0.020%
1/28/2025Mezzasalma Advisors LLC9,731$581K0.2%N/A0.018%
(Data available from 1/1/2016 forward)

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XT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XT shares?

During the previous two years, 245 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($2.07B), Bank of America Corp DE ($42.63M), LPL Financial LLC ($41.34M), Ameriprise Financial Inc. ($22.07M), Baird Financial Group Inc. ($15.69M), Commonwealth Equity Services LLC ($14.80M), and Raymond James Financial Inc. ($14.08M).Learn more on XT's institutional investors.

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

Of the 181 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 ($837.70K), Raymond James Financial Inc. ($472.01K), Financial Engines Advisors L.L.C. ($451.29K), Strategic Financial Concepts LLC ($349.30K), Baird Financial Group Inc. ($202.40K), LPL Financial LLC ($200.84K), and Greenwood Gearhart Inc. ($172.54K).

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

Institutional investors have bought a total of 5,238,519 shares in the last 24 months. This purchase volume represents approximately $317.71M 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 ($1.65M), Mirae Asset Global Investments Co. Ltd. ($571.18K), Alpha Financial Advisors LLC ($336.31K), Concord Wealth Partners ($217.66K), Financial Engines Advisors L.L.C. ($203.96K), AlphaCore Capital LLC ($158.38K), and Wells Fargo & Company MN ($143.62K).

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

Institutional investors have sold a total of 5,057,400 shares in the last 24 months. This volume of shares sold represents approximately $308.43M in transactions.


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This page (NASDAQ:XT) was last updated on 4/15/2025 by MarketBeat.com Staff
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