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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$65.74 +0.29 (+0.44%)
Closing price 04:00 PM Eastern
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$65.70 -0.03 (-0.05%)
As of 04:10 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)
123
Total
Institutional Inflows
(last 12 months)
$447.20M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$145.66M
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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
7/16/2025Destiny Wealth Partners LLC30,815$2.01M0.3%-63.1%0.059%
7/16/2025Embree Financial Group4,023$263K0.0%N/A0.008%
7/14/2025 Sweeney & Michel LLC29,790$1.95M0.7%+5.8%0.057%
7/11/2025 Farther Finance Advisors LLC6,607$431K0.0%-16.3%0.013%
7/11/2025 CX Institutional9,894$646K0.0%+35.5%0.019%
7/10/2025 Wealth Enhancement Advisory Services LLC10,724$712K0.0%-3.8%0.021%
7/10/2025 American Financial Advisors LLC3,092$202K0.0%N/A0.006%
7/10/2025 Focus Financial Network Inc.5,266$344K0.0%-6.5%0.010%
7/9/2025 Dynamic Advisor Solutions LLC173,122$11.30M0.3%+0.6%0.332%
7/9/2025 Pallas Capital Advisors LLC12,025$785K0.0%-40.0%0.023%
7/9/2025 Christopher J. Hasenberg Inc19,020$1.24M0.5%N/A0.036%
5/20/2025Focus Partners Wealth12,043$693K0.0%-13.8%0.023%
5/19/2025Jane Street Group LLC160,177$9.22M0.0%+946.8%0.305%
5/16/2025Jones Financial Companies Lllp4,447,205$271.95M0.2%+10,895.4%8.463%
5/16/2025Talon Private Wealth LLC3,659$221K0.0%N/A0.007%
5/16/2025NewEdge Advisors LLC4,672$269K0.0%-14.4%0.009%
5/16/2025Integrated Wealth Concepts LLC16,953$976K0.0%-49.4%0.032%
5/15/2025Family Office Research LLC13,748$791K0.4%-22.9%0.026%
5/15/2025EP Wealth Advisors LLC7,572$436K0.0%-13.1%0.014%
5/15/2025Royal Bank of Canada47,458$2.73M0.0%-3.1%0.090%
5/15/2025MAI Capital Management18,073$1.04M0.0%-4.3%0.034%
5/15/2025Baird Financial Group Inc.270,134$15.55M0.0%+2.7%0.514%
5/15/2025Evergreen Capital Management LLC31,050$1.79M0.1%-14.8%0.059%
5/15/2025TD Capital Management LLC612$35K0.0%-67.9%0.001%
5/14/2025Jane Street Group LLC160,177$9.22M0.0%+946.8%0.305%
5/14/2025SVB Wealth LLC2,600$150K0.0%-91.5%0.005%
5/14/2025Ally Invest Advisors Inc.12,522$721K0.1%-1.5%0.024%
5/14/2025Northwestern Mutual Wealth Management Co.20,126$1.16M0.0%+6.4%0.038%
5/14/2025Kestra Advisory Services LLC71,595$4.12M0.0%-2.0%0.136%
5/14/2025Flow Traders U.S. LLC11,334$652K0.0%-72.4%0.022%
5/13/2025Raymond James Financial Inc.210,819$12.14M0.0%-10.7%0.401%
5/13/2025HighTower Advisors LLC18,644$1.07M0.0%-59.5%0.035%
5/12/2025Financial Engines Advisors L.L.C.34,305,434$1.97B4.2%-1.1%65.282%
5/12/2025Berger Financial Group Inc32,419$1.87M0.1%-1.6%0.062%
5/12/2025AlphaCore Capital LLC1,575$91K0.0%-93.9%0.003%
5/9/2025Evolution Wealth Advisors LLC9,535$549K0.1%-7.5%0.018%
5/8/2025SPC Financial Inc.16,350$941K0.1%+1.3%0.031%
5/8/2025Clearwater Capital Advisors LLC107,885$6.21M0.6%+2.0%0.205%
5/8/2025MONECO Advisors LLC10,378$597K0.1%-2.2%0.020%
5/8/2025Harbour Investments Inc.5,137$296K0.0%-3.3%0.010%
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5/8/2025MGO One Seven LLC70,880$4.08M0.2%+0.5%0.135%
5/8/2025Arkadios Wealth Advisors80,782$4.65M0.2%N/A0.154%
5/7/2025LPL Financial LLC727,590$41.88M0.0%+5.0%1.385%
5/7/2025Baron Silver Stevens Financial Advisors LLC45,820$2.64M0.5%-7.4%0.087%
5/7/2025HB Wealth Management LLC7,525$433K0.0%-6.2%0.014%
5/6/2025Assetmark Inc.3,649$210K0.0%+18.3%0.007%
5/6/2025Cetera Investment Advisers14,020$807K0.0%-3.6%0.027%
5/6/2025AE Wealth Management LLC16,215$933K0.0%+8.2%0.031%
5/6/2025Venturi Wealth Management LLC5,547$319K0.0%-10.4%0.011%
5/6/2025PFG Advisors36,036$2.07M0.1%+5.5%0.069%
5/5/2025WNY Asset Management LLC8,123$468K0.1%-8.6%0.015%
5/5/2025IFP Advisors Inc16,772$966K0.0%-1.2%0.032%
5/5/2025Private Advisor Group LLC12,442$716K0.0%-2.6%0.024%
5/2/2025Kingsview Wealth Management LLC22,269$1.28M0.0%+4.8%0.042%
5/2/2025Concord Wealth Partners4,526$261K0.0%-32.9%0.009%
5/2/2025Apollon Wealth Management LLC10,376$597K0.0%-1.9%0.020%
5/2/2025Check Capital Management Inc. CA8,800$507K0.0%-29.3%0.017%
5/2/2025Fortress Financial Solutions LLC8,682$500K0.7%-64.9%0.017%
5/1/2025CWM LLC202,259$11.64M0.0%-2.5%0.385%
5/1/2025Lane & Associates LLC8,883$511K0.3%-2.1%0.017%
4/30/2025Cerity Partners LLC18,007$1.04M0.0%+22.0%0.034%
4/30/2025Allworth Financial LP1,423$81K0.0%-24.2%0.003%
4/30/2025Stratos Wealth Partners LTD.4,067$234K0.0%-8.8%0.008%
4/30/2025Stratos Wealth Advisors LLC135,269$7.79M0.4%-2.0%0.257%
4/30/2025Stratos Investment Management LLC209,512$12.06M0.6%-1.6%0.399%
4/30/2025Crossmark Global Holdings Inc.46,156$2.66M0.0%N/A0.088%
4/29/2025Envestnet Asset Management Inc.84,180$4.85M0.0%-3.3%0.160%
4/29/2025VAUGHAN & Co SECURITIES INC.69,451$4.00M2.5%-29.8%0.132%
4/29/2025Strategic Blueprint LLC7,640$440K0.0%-6.6%0.015%
4/29/2025Brookstone Capital Management82,198$4.73M0.1%+3.7%0.156%
4/28/2025Cannon Advisors Inc.5,886$339K0.3%-25.7%0.011%
4/28/2025 Arlington Trust Co LLC1,000$58K0.0%N/A0.002%
4/28/2025McGinn Penninger Investment Management Inc.11,273$649K0.4%N/A0.021%
4/28/2025Detalus Advisors LLC7,424$427K0.1%+62.6%0.014%
4/25/2025Valley National Advisers Inc.19,228$1.11M0.2%-8.3%0.037%
4/25/2025Essex Financial Services Inc.8,105$467K0.0%+3.7%0.015%
4/24/2025Tsfg LLC674$39K0.0%+33,600.0%0.001%
4/24/2025Mirae Asset Global Investments Co. Ltd.28,020$1.62M0.0%+179.6%0.053%
4/23/2025HBK Sorce Advisory LLC9,627$554K0.0%-4.6%0.018%
4/23/2025Daymark Wealth Partners LLC88,285$5.08M0.2%+0.3%0.168%
4/23/2025Archford Capital Strategies LLC15,847$912K0.1%-86.0%0.030%
4/23/2025Econ Financial Services Corp33,248$1.91M1.0%+192.3%0.063%
4/23/2025Valmark Advisers Inc.67,342$3.88M0.1%+9.9%0.128%
4/22/2025Cambridge Investment Research Advisors Inc.26,178$1.51M0.0%-13.4%0.050%
4/22/2025Comprehensive Money Management Services LLC7,943$457K0.4%-8.1%0.015%
4/22/2025Advisor Resource Council16,559$953K0.1%N/A0.032%
4/22/2025Segment Wealth Management LLC111,663$6.43M0.4%-6.7%0.212%
4/21/2025Envestnet Portfolio Solutions Inc.15,387$886K0.0%-2.3%0.029%
4/21/2025BostonPremier Wealth LLC19,199$1.11M0.7%+1.5%0.037%
4/21/2025Barrett & Company Inc.91,074$5.24M2.3%+2.4%0.173%
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4/17/2025Christensen King & Associates Investment Services Inc.5,538$335K0.2%-17.0%0.011%
4/17/2025Atlas Private Wealth Advisors23,426$1.35M0.2%N/A0.045%
4/17/2025Ritholtz Wealth Management44,189$2.54M0.1%N/A0.084%
4/17/2025 Dynamic Advisor Solutions LLC172,153$9.91M0.3%+6.2%0.329%
4/16/2025Patriot Investment Management Group Inc.8,061$464K0.0%-2.8%0.015%
4/15/2025GPS Wealth Strategies Group LLC5,327$307K0.0%+9.0%0.010%
4/15/2025 Focus Financial Network Inc.5,632$324K0.0%-3.9%0.011%
4/15/2025Foresight Capital Management Advisors Inc.6,096$351K0.2%+8.0%0.012%
4/15/2025 CX Institutional7,302$420K0.0%-22.4%0.014%
4/15/2025Moseley Investment Management Inc.8,275$476K0.2%+7.3%0.016%
(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, 249 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.97B), Jones Financial Companies Lllp ($271.95M), Bank of America Corp DE ($42.63M), LPL Financial LLC ($41.88M), Ameriprise Financial Inc. ($22.07M), Baird Financial Group Inc. ($15.55M), and Commonwealth Equity Services LLC ($14.80M).Learn more on iShares Exponential Technologies ETF's institutional investors.

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

Of the 186 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 ($4.41M), Orion Portfolio Solutions LLC ($837.70K), Raymond James Financial Inc. ($472.01K), Financial Engines Advisors L.L.C. ($451.29K), Jane Street Group LLC ($375.36K), Strategic Financial Concepts LLC ($349.30K), and LPL Financial LLC ($230.72K).

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

Institutional investors have bought a total of 7,669,425 shares in the last 24 months. This purchase volume represents approximately $447.20M in transactions.

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

Of the 121 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. ($369.73K), Alpha Financial Advisors LLC ($336.31K), AlphaCore Capital LLC ($171.89K), Mirae Asset Global Investments Co. Ltd. ($161.80K), Archford Capital Strategies LLC ($105.02K), New England Private Wealth Advisors LLC ($96.30K), and Ameriprise Financial Inc. ($92.45K).

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

Institutional investors have sold a total of 2,457,615 shares in the last 24 months. This volume of shares sold represents approximately $145.66M in transactions.


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This page (NASDAQ:XT) was last updated on 7/16/2025 by MarketBeat.com Staff
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