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iShares Exponential Technologies ETF (XT) Institutional Ownership

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+0.60 (+1.03%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$129.68M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$167.98M
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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
5/14/2024EP Wealth Advisors LLC8,827$526K0.0%-9.0%0.015%
5/14/2024Sax Wealth Advisors LLC20,426$1.22M0.1%+21.7%0.035%
5/13/2024Cedar Wealth Management LLC21,254$1.27M0.4%-0.8%0.037%
5/13/2024 O Shaughnessy Asset Management LLC5,511$329K0.0%+24.9%0.010%
5/9/2024 Forum Financial Management LP61,997$3.70M0.1%N/A0.107%
5/9/2024 Orion Portfolio Solutions LLC137,860$8.22M0.1%-34.3%0.238%
5/9/2024 HBK Sorce Advisory LLC11,064$660K0.0%-17.9%0.019%
5/9/2024 Kingsview Wealth Management LLC17,059$1.02M0.0%-3.1%0.029%
5/9/2024 Clearwater Capital Advisors LLC62,786$3.74M0.4%+11.2%0.108%
5/8/2024 Avantax Advisory Services Inc.27,863$1.66M0.0%+10.1%0.048%
5/7/2024 EQ LLC4,756$284K0.2%N/A0.008%
5/7/2024 PFG Advisors29,597$1.77M0.1%+11.8%0.051%
5/6/2024 CFO4Life Group LLC3,935$235K0.0%N/A0.007%
5/6/2024 MGB Wealth Management LLC13,316$794K0.3%-2.0%0.023%
5/4/2024 SPC Financial Inc.18,483$1.10M0.1%-4.0%0.032%
5/2/2024 Baron Silver Stevens Financial Advisors LLC48,759$2.91M0.6%+9.4%0.084%
5/2/2024 Consolidated Planning Corp9,454$564K0.1%-55.5%0.016%
5/1/2024 Mirae Asset Global Investments Co. Ltd.249,020$14.85M0.0%-32.5%0.430%
4/30/2024 Private Advisor Group LLC17,828$1.06M0.0%+5.6%0.031%
4/30/2024 Hartline Investment Corp12,354$737K0.1%N/A0.021%
4/30/2024Concord Wealth Partners95,982$5.72M1.0%-14.2%0.166%
4/30/2024 Perigon Wealth Management LLC4,095$244K0.0%-4.5%0.007%
4/29/2024Commonwealth Equity Services LLC416,570$24.84M0.0%-1.1%0.719%
4/29/2024 Crescent Grove Advisors LLC49,932$2.98M0.3%-13.9%0.086%
4/26/2024 YHB Investment Advisors Inc.651$39K0.0%N/A0.001%
4/26/2024 McKinley Carter Wealth Services Inc.10,671$636K0.0%+50.9%0.018%
4/26/2024 MONECO Advisors LLC10,404$620K0.1%+45.0%0.018%
4/25/2024 Cambridge Investment Research Advisors Inc.33,439$1.99M0.0%-23.4%0.058%
4/24/2024 Archford Capital Strategies LLC117,613$7.01M1.2%-15.3%0.203%
4/23/2024 Lunt Capital Management Inc.4,792$286K0.1%-16.8%0.008%
4/23/2024 Sweet Financial Partners LLC191,302$11.41M2.6%-1.9%0.330%
4/23/2024 Strategic Blueprint LLC12,213$728K0.1%-5.9%0.021%
4/23/2024 Raymond James Financial Services Advisors Inc.156,707$9.34M0.0%-4.2%0.270%
4/19/2024 Valley National Advisers Inc.38,570$2.30M0.3%-12.3%0.067%
4/19/2024 KFG Wealth Management LLC5,840$348K0.1%+14.1%0.010%
4/16/2024 Wealth Enhancement Advisory Services LLC11,979$714K0.0%-17.0%0.021%
4/15/2024 Wealthcare Capital Management LLC13,261$791K0.1%-2.7%0.023%
4/15/2024 Wealthcare Advisory Partners LLC213,958$12.76M0.4%-5.9%0.369%
4/15/2024 Brookstone Capital Management73,846$4.40M0.1%+9.4%0.127%
4/15/2024 Kingswood Wealth Advisors LLC4,500$268K0.0%-51.4%0.008%
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4/12/2024 Dynamic Advisor Solutions LLC173,683$10.36M0.3%+7.0%0.300%
4/12/2024Lane & Associates LLC14,917$889K0.6%+5.9%0.026%
4/11/2024 Selective Wealth Management Inc.4,268$249K0.1%N/A0.007%
4/9/2024 Destiny Wealth Partners LLC83,221$4.96M0.9%+0.6%0.144%
4/5/2024 VERITY Wealth Advisors11,780$702K0.5%+123.6%0.020%
4/4/2024 Moseley Investment Management Inc.7,118$424K0.2%+31.1%0.012%
3/22/2024 PNC Financial Services Group Inc.6,036$361K0.0%+43.1%0.010%
3/13/2024 MONECO Advisors LLC7,173$429K0.1%N/A0.012%
3/8/2024ICA Group Wealth Management LLC3,186$191K0.0%N/A0.005%
3/5/2024 Fisher Asset Management LLC3,426$205K0.0%-18.5%0.006%
2/28/2024EP Wealth Advisors LLC9,700$581K0.0%-4.6%0.017%
2/26/2024Centaurus Financial Inc.1,877$112K0.0%-39.8%0.003%
2/21/2024 WNY Asset Management LLC9,883$592K0.1%-2.2%0.017%
2/14/2024CFS Investment Advisory Services LLC128,638$7.70M1.4%-2.6%0.222%
2/12/2024 Clear Investment Research LLC535$32K0.0%N/A0.001%
2/12/2024Focus Financial Network Inc. ADV36,518$2.19M0.1%N/A0.063%
2/12/2024 Wilson & Boucher Capital Management LLC10,546$631K0.5%-1.9%0.018%
2/9/2024 Orion Portfolio Solutions LLC209,696$12.21M0.1%-75.7%0.361%
2/9/2024 Cambridge Investment Research Advisors Inc.43,655$2.61M0.0%-4.9%0.075%
2/9/2024 Tidemark LLC915$55K0.0%N/A0.002%
2/9/2024 InterOcean Capital Group LLC7,246$434K0.0%-16.6%0.012%
2/9/2024 Wells Fargo & Company MN291,026$17.42M0.0%-15.3%0.501%
2/9/2024Gladstone Institutional Advisory LLC22,469$1.35M0.1%-13.9%0.039%
2/9/2024 UBS Group AG126,166$7.55M0.0%+13.6%0.217%
2/9/2024 PNC Financial Services Group Inc.6,036$361K0.0%+43.1%0.010%
2/8/2024 Kingsview Wealth Management LLC17,605$1.05M0.0%+10.2%0.030%
2/8/2024Beacon Pointe Advisors LLC4,742$284K0.0%-10.5%0.008%
2/8/2024 Wealthcare Capital Management LLC13,627$816K0.1%-11.1%0.023%
2/8/2024 Janney Montgomery Scott LLC8,106$485K0.0%-5.4%0.014%
2/7/2024 Avantax Advisory Services Inc.25,304$1.52M0.0%+7.6%0.044%
2/7/2024 McKinley Carter Wealth Services Inc.7,071$423K0.0%-33.7%0.012%
2/7/2024 Envestnet Portfolio Solutions Inc.15,521$929K0.0%-5.2%0.027%
2/7/2024 Northwest Financial Advisors942$56K0.0%N/A0.002%
2/7/2024 Baron Silver Stevens Financial Advisors LLC44,575$2.67M0.6%-4.3%0.077%
2/6/2024 Cullen Frost Bankers Inc.1,774$106K0.0%-50.0%0.003%
2/6/2024 Apollon Wealth Management LLC4,701$281K0.0%N/A0.008%
2/6/2024 Lincoln National Corp7,424$444K0.0%+4.1%0.013%
2/6/2024 Private Advisor Group LLC16,875$1.01M0.0%-1.0%0.029%
2/6/2024 Wealthcare Advisory Partners LLC227,372$13.61M0.5%-10.1%0.392%
2/6/2024 Spire Wealth Management5,008$290K0.0%-18.1%0.009%
2/6/2024Commonwealth Equity Services LLC421,119$25.21M0.0%+4.8%0.725%
2/6/2024 Fisher Asset Management LLC3,426$205K0.0%-18.5%0.006%
2/6/2024 Great Valley Advisor Group Inc.5,732$343K0.0%+24.1%0.010%
2/6/2024Concord Wealth Partners111,836$6.70M1.3%-24.2%0.193%
2/6/2024 Alpha Financial Advisors LLC355,570$21.29M10.8%+3.7%0.613%
2/6/2024 Essex Financial Services Inc.8,777$525K0.1%-3.7%0.015%
2/5/2024 MONECO Advisors LLC7,235$433K0.1%N/A0.012%
2/5/2024 Mather Group LLC.3,435$206K0.0%N/A0.006%
2/5/2024 Silver Oak Securities Incorporated6,327$379K0.1%+324.3%0.011%
2/5/2024 Consolidated Planning Corp21,256$1.27M0.2%-7.2%0.037%
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2/2/2024 Valmark Advisers Inc.48,016$2.88M0.1%+6.7%0.083%
2/2/2024 Truist Financial Corp67,614$4.05M0.0%+1.8%0.116%
2/2/2024 New England Private Wealth Advisors LLC339,829$20.35M3.8%+0.1%0.585%
2/2/2024 Atria Wealth Solutions Inc.4,516$270K0.0%-50.2%0.008%
2/1/2024 Capital Investment Advisory Services LLC684$41K0.0%-22.3%0.001%
2/1/2024 Sigma Planning Corp3,739$224K0.0%-18.3%0.006%
2/1/2024 CWM LLC29,623$1.77M0.0%+10.7%0.051%
1/31/2024 Check Capital Management Inc. CA12,450$745K0.0%+48.2%0.021%
1/31/2024 American Financial Advisors LLC4,385$263K0.0%-13.1%0.008%
1/31/2024 KFG Wealth Management LLC5,119$306K0.1%+19.7%0.009%
(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, 223 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), Bank of America Corp DE ($58.88M), Brinker Capital Investments LLC ($42.53M), LPL Financial LLC ($35.35M), Jane Street Group LLC ($31.71M), Commonwealth Equity Services LLC ($24.84M), and Alpha Financial Advisors LLC ($21.29M).Learn more on XT's institutional investors.

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

Of the 175 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: CFS Investment Advisory Services LLC ($24.36M), Orion Portfolio Solutions LLC ($845.21K), Financial Engines Advisors L.L.C. ($825.96K), LPL Financial LLC ($427.13K), Bank of Montreal Can ($261.96K), Greenwood Gearhart Inc. ($172.54K), and Raymond James Financial Services Advisors Inc. ($113.70K).

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

Institutional investors have bought a total of 29,744,479 shares in the last 24 months. This purchase volume represents approximately $3.00B in transactions.

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

Of the 143 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: CFS Investment Advisory Services LLC ($14.02M), Orion Portfolio Solutions LLC ($1.63M), HBK Sorce Advisory LLC ($1.04M), Mirae Asset Global Investments Co. Ltd. ($554.58K), UBS Group AG ($279.75K), Bank of Montreal Can ($248.47K), and Concord Wealth Partners ($245.30K).

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

Institutional investors have sold a total of 20,709,981 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


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This page (NASDAQ:XT) was last updated on 5/15/2024 by MarketBeat.com Staff

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