证券记录 · 已归档季度
XT
iShares Future Exponential Technologies ETF · Financial Services · Asset Management
51被追踪持有人
0Δ持有人
36.81M持有股份
$2.51B报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -4.2% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 10.84K | $908,890 | n/a | n/a |
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 32.41M | -1.1% | $2.21B | 4.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 619.35K | -0.8% | $42.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 612.31K | -0.1% | $41.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Baird Financial Group, Inc. | 558.89K | +2.1% | $38.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 329.37K | +8.6% | $22.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 282.69K | +29.9% | $19.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 280.92K | 0.0% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 235.90K | -84.4% | $16.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 208.18K | +0.9% | $14.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 182.42K | -0.9% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mariner, LLC | 118.08K | -3.2% | $8.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 91.50K | +3.2% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cibc World Market Inc. | 90.32K | -0.5% | $6.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 80.56K | 0.0% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 72.00K | +9.6% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 73.90K | +8.6% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mirae Asset Global Investments Co.… | 65.42K | +3.1% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 55.51K | -2.3% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 50.08K | +1.4% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Fidelity (FMR) ✦ | 45.62K | +14.4% | $3.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Royal Bank Of Canada | 45.17K | -10.2% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Mml Investors Services, Llc | 33.22K | -12.6% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 26.36K | 0.0% | $1.80M | 0.0% | Held | 5 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 23.18K | +0.5% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 22.28K | +0.6% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 17.59K | 0.0% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 16.59K | +4.3% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | Cerity Partners LLC | 15.72K | -21.1% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Creative Planning | 14.41K | +16.0% | $981,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 13.93K | +364.8% | $948,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 13.81K | -38.5% | $941,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 12.43K | -2.6% | $846,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 11.02K | -0.3% | $750,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 9.71K | -0.2% | $662,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 8.95K | -19.2% | $614,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 7.72K | -21.2% | $526,385 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 7.46K | +80.7% | $508,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Lido Advisors, LLC | 7.26K | -77.8% | $494,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (被动) | 6.85K | 0.0% | $466,550 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 40 | Stifel Financial Corp | 5.75K | -35.2% | $391,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Hrt Financial Lp | 5.30K | 新增 | $360,000 | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 4.93K | +60.7% | $336,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 4.86K | 新增 | $330,865 | 0.0% | New | 1 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 3.33K | -16.6% | $227,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 2.32K | +51.7% | $152,616 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 46 | Assetmark, Inc | 1.99K | -22.7% | $135,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 1.04K | -89.0% | $70,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 364 | 新增 | $24,806 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 361 | -2.2% | $24,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Franklin Resources Inc | 300 | 0.0% | $20,445 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Simplex Trading, Llc | 296 | +12.6% | $20,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Hrt Financial Lp | $360,000 | 0.0% |
| Fifth Third Bancorp | $330,865 | 0.0% |
| UBS AM, a distinct business… | $24,806 | 0.0% |
已清仓
| Susquehanna International… | $4.21M | 曾为 0.0% |
| Fisher Asset Management | $245,399 | 曾为 0.0% |
| D. E. Shaw & Co. | $203,641 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 266 持有人, 40.24M 股份, $2.73B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据