Effectdossier · gearchiveerd kwartaal
XT
iShares Future Exponential Technologies ETF · Financial Services · Asset Management
51Gevolgde houders
0Δ houders
38.41MGehouden aandelen
$2.68BGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a | n/a |
| Q1 2025 | 3 | 0 | 79.60K | $4.58M | +1 | −1 |
| Q4 2024 | 3 | +1 | 100.53K | $6.00M | +1 | n/a |
| Q3 2024 | 2 | -2 | 28.39K | $1.73M | n/a | −2 |
| Q2 2024 | 4 | n/a | 39.36K | $2.32M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 32.75M | n/a | $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 | n/a | $43.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 612.63K | n/a | $42.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Baird Financial Group, Inc. | 547.29K | n/a | $38.17M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 303.43K | n/a | $21.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 280.98K | n/a | $19.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | UBS Group AG | 217.71K | n/a | $15.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 206.32K | n/a | $14.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 184.09K | n/a | $12.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 121.96K | n/a | $8.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cibc World Market Inc. | 90.77K | n/a | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 88.67K | n/a | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 80.55K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 68.03K | n/a | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 65.71K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mirae Asset Global Investments Co.… | 63.42K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 60.34K | n/a | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 56.80K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Royal Bank Of Canada | 50.31K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Truist Financial Corp | 49.41K | n/a | $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 | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 32.65K | n/a | $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 | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 22.15K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Cerity Partners LLC | 19.93K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 17.59K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 15.89K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 31 | Wealthfront Advisers LLC | 12.77K | n/a | $890,231 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 12.42K | n/a | $866,351 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 22.48K | n/a | $826,596 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 11.08K | n/a | $796,537 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 11.05K | n/a | $770,469 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 9.80K | n/a | $683,732 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Captrust Financial Advisors | 9.73K | n/a | $678,622 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 9.45K | n/a | $659,182 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 8.87K | n/a | $618,462 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | BlackRock ✦ (passief) | 6.85K | +1526.1% | $477,440 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Quantinno Capital Management LP | 4.13K | n/a | $288,048 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 4.00K | n/a | $278,785 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fisher Asset Management ✦ | 3.52K | Nieuw | $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 | n/a | $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 | n/a | $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 | n/a | $25,734 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 300 | n/a | $20,922 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Simplex Trading, Llc | 263 | n/a | $18,341 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fisher Asset Management | $245,399 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.67M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 266 houders, 40.24M aandelen, $2.73B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API