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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$62.97 -1.03 (-1.61%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$62.96 -0.01 (-0.02%)
As of 02/21/2025 04:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$161.31M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$120.34M
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XT Institutional Buying and Selling by Quarter

iShares Exponential Technologies ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/19/2025 Wilson & Boucher Capital Management LLC9,051$540K0.4%-5.9%0.017%
2/18/2025 GTS Securities LLC25,194$1.50M0.1%N/A0.048%
2/18/2025 Glen Eagle Advisors LLC16,467$982K0.2%-6.4%0.031%
2/17/2025 Vivaldi Capital Management LP5,445$335K0.1%+9.8%0.010%
2/17/2025 Sentinus LLC37,891$2.26M0.7%+143.1%0.072%
2/17/2025 Focus Partners Wealth13,965$842K0.0%+9.6%0.026%
2/17/2025 EP Wealth Advisors LLC8,710$520K0.0%+24.2%0.017%
2/17/2025 CoreCap Advisors LLC1,009$60K0.0%+41.7%0.002%
2/17/2025 Cetera Investment Advisers14,548$868K0.0%-3.7%0.028%
2/17/2025 Citadel Advisors LLC44,671$2.67M0.0%+144.2%0.085%
2/17/2025 Baird Financial Group Inc.262,924$15.69M0.0%+334.4%0.498%
2/17/2025 Bank of America Corp DE714,573$42.63M0.0%-3.1%1.355%
2/17/2025 Ameriprise Financial Inc.369,657$22.07M0.0%-20.0%0.701%
2/14/2025 Mercer Global Advisors Inc. ADV18,000$1.07M0.0%+47.8%0.034%
2/14/2025 Jane Street Group LLC15,301$913K0.0%-84.5%0.029%
2/14/2025 Comerica Bank5,273$315K0.0%-8.7%0.010%
2/14/2025 Beacon Pointe Advisors LLC7,185$429K0.0%-2.4%0.014%
2/14/2025 Berger Financial Group Inc32,936$1.97M0.1%-14.7%0.062%
2/14/2025 Integrated Wealth Concepts LLC33,523$2M0.0%+14.3%0.064%
2/14/2025 MGO One Seven LLC70,548$4.21M0.2%+13.2%0.134%
2/14/2025 IHT Wealth Management LLC14,872$887K0.0%-2.7%0.028%
2/14/2025 Stifel Financial Corp4,763$284K0.0%-6.6%0.009%
2/14/2025 OneDigital Investment Advisors LLC6,050$361K0.0%+3.0%0.011%
2/14/2025 MML Investors Services LLC43,556$2.60M0.0%-51.9%0.083%
2/13/2025 NewEdge Advisors LLC5,461$326K0.0%+6.6%0.010%
2/13/2025 Evergreen Capital Management LLC36,443$2.18M0.1%-8.5%0.069%
2/13/2025 Ally Invest Advisors Inc.12,714$759K0.1%+20.4%0.024%
2/13/2025 Mariner LLC166,055$9.91M0.0%+1.2%0.315%
2/13/2025 Family Office Research LLC17,821$1.06M0.5%N/A0.034%
2/13/2025 Raymond James Financial Inc.236,007$14.08M0.0%N/A0.447%
2/13/2025 Renaissance Technologies LLC52,100$3.11M0.0%+415.8%0.099%
2/13/2025 Cerity Partners LLC14,757$880K0.0%+10.2%0.028%
2/13/2025 Envestnet Asset Management Inc.87,084$5.20M0.0%-21.5%0.165%
2/13/2025 Wells Fargo & Company MN73,014$4.36M0.0%-55.5%0.138%
2/12/2025 Uniting Wealth Partners LLC10,953$653K0.3%N/A0.021%
2/12/2025 World Investment Advisors6,958$415K0.0%N/A0.013%
2/12/2025 Cannon Advisors Inc.7,925$473K0.4%+7.0%0.015%
2/12/2025 OLD Mission Capital LLC81,668$4.87M0.1%N/A0.155%
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2/12/2025 O Shaughnessy Asset Management LLC7,574$452K0.0%+37.4%0.014%
2/12/2025 CIBC Private Wealth Group LLC3,708$224K0.0%+5.5%0.007%
2/12/2025 Orion Portfolio Solutions LLC114,644$6.84M0.1%-2.4%0.217%
2/12/2025 Blair William & Co. IL9,853$588K0.0%+1.9%0.019%
2/12/2025 Howe & Rusling Inc.1,076$64K0.0%N/A0.002%
2/12/2025 JPMorgan Chase & Co.20,611$1.23M0.0%+379.8%0.039%
2/12/2025 Financial Engines Advisors L.L.C.34,675,164$2.07B4.4%+1.3%65.735%
2/11/2025 LPL Financial LLC692,872$41.34M0.0%-0.9%1.314%
2/11/2025 Brooklyn FI LLC72,128$4.39M0.0%N/A0.137%
2/10/2025 Clearwater Capital Advisors LLC105,816$6.31M0.6%+2.1%0.201%
2/10/2025 GWN Securities Inc.6,914$414K0.1%N/A0.013%
2/10/2025 Envestnet Portfolio Solutions Inc.15,746$939K0.0%+2.3%0.030%
2/10/2025 Commonwealth Equity Services LLC248,068$14.80M0.0%-12.0%0.470%
2/10/2025 Essential Planning LLC.16,250$988K0.0%N/A0.031%
2/10/2025 Farther Finance Advisors LLC5,381$321K0.0%+4,239.5%0.010%
2/7/2025 PFG Advisors34,146$2.04M0.1%+8.2%0.065%
2/7/2025 HighTower Advisors LLC46,027$2.75M0.0%-4.9%0.087%
2/7/2025 New England Private Wealth Advisors LLC208,972$12.47M2.0%-18.3%0.396%
2/7/2025 Citizens Financial Group Inc. RI4,431$264K0.0%-6.7%0.008%
2/7/2025 REDW Wealth LLC11,240$671K0.2%-39.5%0.021%
2/6/2025 Raymond James Financial Inc.236,007$14.08M0.0%N/A0.447%
2/6/2025 Assetmark Inc.3,085$184K0.0%-16.4%0.006%
2/6/2025 Abbot Financial Management Inc.10,027$598K0.3%-6.8%0.019%
2/6/2025 Interactive Financial Advisors Inc.9,664$577K0.3%-2.8%0.018%
2/6/2025 Detalus Advisors LLC4,567$272K0.1%-3.7%0.009%
2/6/2025 Jones Financial Companies Lllp40,446$2.41M0.0%+24.4%0.077%
2/5/2025 Fisher Asset Management LLC3,755$224K0.0%N/A0.007%
2/5/2025 SVB Wealth LLC30,610$1.83M0.0%N/A0.058%
2/4/2025 Wharton Business Group LLC69,970$4.17M0.2%+8.1%0.133%
2/4/2025 IFP Advisors Inc16,983$1.01M0.0%-5.3%0.032%
2/3/2025 Lane & Associates LLC9,074$563K0.3%-14.9%0.017%
2/3/2025 Compass Planning Associates Inc826$49K0.0%N/A0.002%
2/3/2025 Private Advisor Group LLC12,775$762K0.0%+9.3%0.024%
1/31/2025 Truist Financial Corp47,784$2.85M0.0%-32.8%0.090%
1/31/2025 Sanctuary Advisors LLC4,600$287K0.0%-6.7%0.009%
1/30/2025 Valmark Advisers Inc.61,265$3.66M0.1%+3.8%0.116%
1/30/2025 Allworth Financial LP1,878$117K0.0%+62.7%0.004%
1/30/2025 Strategic Financial Concepts LLC119,173$7.11M0.2%N/A0.225%
1/30/2025 Root Financial Partners LLC5,290$316K0.0%+47.6%0.010%
1/29/2025 Gladstone Institutional Advisory LLC22,443$1.34M0.1%+4.6%0.042%
1/29/2025 Fortress Financial Solutions LLC24,729$1.48M2.1%N/A0.046%
1/29/2025 Wealthcare Capital Partners LLC33,809$2.02M1.1%N/A0.063%
1/29/2025 Essex Financial Services Inc.7,816$466K0.0%-6.9%0.015%
1/29/2025 BostonPremier Wealth LLC18,912$1.13M0.7%N/A0.035%
1/29/2025 Focus Financial Network Inc.5,862$350K0.0%-5.2%0.011%
1/28/2025 Kingsview Wealth Management LLC21,245$1.27M0.0%+10.0%0.040%
1/28/2025 Apollon Wealth Management LLC10,582$631K0.0%+18.7%0.020%
1/28/2025 Mezzasalma Advisors LLC9,731$581K0.2%N/A0.018%
1/28/2025 Barrett & Company Inc.88,908$5.30M2.2%+0.8%0.167%
1/28/2025 Strategic Financial Concepts LLC119,173$7.11M0.0%N/A0.223%
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1/27/2025 Econ Financial Services Corp11,374$679K0.4%N/A0.021%
1/27/2025 Mirae Asset Global Investments Co. Ltd.10,020$608K0.0%-88.7%0.019%
1/27/2025 Stratos Investment Management LLC212,963$12.71M0.8%+16.2%0.399%
1/27/2025 Stratos Wealth Advisors LLC137,982$8.23M0.4%-33.0%0.259%
1/27/2025 Stratos Wealth Partners LTD.4,458$266K0.0%-19.5%0.008%
1/24/2025 Financial Life Planners2,746$164K0.1%N/A0.005%
1/24/2025 Financial Partners Group Inc7,693$459K0.1%-4.5%0.014%
1/24/2025 Valley National Advisers Inc.20,963$1.25M0.2%-1.7%0.039%
1/24/2025 Spire Wealth Management979$58K0.0%-30.1%0.002%
1/24/2025 Destiny Wealth Partners LLC80,624$4.81M0.8%+0.9%0.151%
(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, 244 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 178 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 5,122,015 shares in the last 24 months. This purchase volume represents approximately $311.05M in transactions.

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

Of the 156 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 5,108,448 shares in the last 24 months. This volume of shares sold represents approximately $313.45M in transactions.



This page (NASDAQ:XT) was last updated on 2/22/2025 by MarketBeat.com Staff
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