Security record · archived quarter
XT
iShares Future Exponential Technologies ETF · Financial Services · Asset Management
51Tracked holders
0Δ holders
38.41MShares held
$2.68BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | +7 | 33.64M | $2.78B | +9 | −3 |
| Q1 2026 | 51 | 0 | 36.81M | $2.51B | +3 | −3 |
| Q4 2025 | 51 | 0 | 38.41M | $2.68B | +1 | −1 |
| Q3 2025 | 8 | +1 | 332.37K | $23.91M | +3 | −2 |
| Q2 2025 | 4 | 0 | 272.80K | $17.80M | — | — |
| Q1 2025 | 3 | 0 | 79.60K | $4.58M | +1 | −1 |
| Q4 2024 | 3 | +1 | 100.53K | $6.00M | +1 | — |
| Q3 2024 | 2 | -2 | 28.39K | $1.73M | — | −2 |
| Q2 2024 | 4 | — | 39.36K | $2.32M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 32.75M | — | $2.28B | 4.3% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.51M | +523.0% | $105.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 624.67K | — | $43.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 612.63K | — | $42.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Baird Financial Group, Inc. | 547.29K | — | $38.17M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 303.43K | — | $21.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 280.98K | — | $19.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | UBS Group AG | 217.71K | — | $15.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 206.32K | — | $14.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 184.09K | — | $12.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 121.96K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cibc World Market Inc. | 90.77K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 88.67K | — | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 80.55K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 68.03K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 65.71K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mirae Asset Global Investments Co.… | 63.42K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 60.34K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 56.80K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Royal Bank Of Canada | 50.31K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Truist Financial Corp | 49.41K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Fidelity (FMR) ✦ | 39.88K | +13.6% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 38.01K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 32.65K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 26.36K | +26.2% | $1.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 23.06K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 22.15K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Cerity Partners LLC | 19.93K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 17.59K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 15.89K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 31 | Wealthfront Advisers LLC | 12.77K | — | $890,231 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 12.42K | — | $866,351 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 22.48K | — | $826,596 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 11.08K | — | $796,537 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 11.05K | — | $770,469 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 9.80K | — | $683,732 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Captrust Financial Advisors | 9.73K | — | $678,622 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 9.45K | — | $659,182 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 8.87K | — | $618,462 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | BlackRock ✦ (passive) | 6.85K | +1526.1% | $477,440 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Quantinno Capital Management LP | 4.13K | — | $288,048 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 4.00K | — | $278,785 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fisher Asset Management ✦ | 3.52K | New | $245,399 | 0.0% | New | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 3.07K | 0.0% | $214,102 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 3.00K | — | $208,941 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 2.92K | 0.0% | $203,641 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 2.58K | — | $179,790 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.53K | -61.8% | $106,655 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Russell Investments Group, Ltd. | 369 | — | $25,734 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 300 | — | $20,922 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Simplex Trading, Llc | 263 | — | $18,341 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $245,399 | 0.0% |
Exited
| Goldman Sachs Group | $1.67M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 266 holders, 40.24M shares, $2.73B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API