Security record · archived quarter
XT
iShares Future Exponential Technologies ETF · Financial Services · Asset Management
57Tracked holders
+7Δ holders
33.66MShares held
$2.78BReported value
+9New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +14.0% ·
share flow -8.1% ·
net new positions +12.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +7 | 33.66M | $2.78B | +9 | −2 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 29.47M | -9.1% | $2.44B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 616.36K | -0.5% | $50.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 557.56K | -0.2% | $46.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 544.88K | -11.0% | $45.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 544.88K | -11.0% | $45.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 544.88K | -11.0% | $45.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 326.75K | -0.8% | $27.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 276.03K | -1.7% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 276.03K | -1.7% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 276.03K | -1.7% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 264.70K | -6.4% | $21.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 264.70K | -6.4% | $21.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 240.44K | +1.9% | $19.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 240.44K | +1.9% | $19.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 240.44K | +1.9% | $19.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Raymond James Financial Inc | 234.35K | +12.6% | $19.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 234.35K | +12.6% | $19.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 234.35K | +12.6% | $19.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 111.60K | -5.5% | $9.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 86.56K | +20.2% | $7.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 86.29K | +7.1% | $7.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 86.29K | +7.1% | $7.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cibc World Market Inc. | 84.74K | -6.2% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 81.30K | +10.0% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 70.83K | -22.6% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 62.92K | +39.3% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 62.92K | +39.3% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 62.92K | +39.3% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 57.05K | +2.8% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 57.05K | +2.8% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 47.83K | +4.8% | $3.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 36.85K | +10.9% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 27.41K | -45.3% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 27.41K | -45.3% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 27.41K | -45.3% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 26.60K | New | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 26.36K | 0.0% | $2.18M | 0.0% | Held | 6 | SEC ↗ |
| 38 | Mirae Asset Global Investments Co.… | 24.82K | -62.1% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 22.82K | -1.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 21.93K | -1.6% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 21.93K | -1.6% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 21.11K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 18.95K | +7.8% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Wealthfront Advisers LLC | 18.30K | +47.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 15.79K | -4.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 15.79K | -4.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 15.79K | -4.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 15.79K | -4.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 15.79K | -4.8% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Cerity Partners LLC | 15.35K | -2.3% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Cerity Partners LLC | 15.35K | -2.3% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 13.66K | +83.1% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Creative Planning | 13.64K | -5.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Focus Partners Wealth | 13.44K | +22.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 12.39K | +434.2% | $1.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 12.39K | +434.2% | $1.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 12.39K | +434.2% | $1.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 12.39K | +434.2% | $1.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 11.77K | New | $972,803 | 0.0% | New | 1 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 11.29K | -18.3% | $932,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 10.13K | -27.2% | $837,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 9.34K | +4.3% | $769,684 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Corient Private Wealth LP | 9.22K | +19.4% | $762,179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Captrust Financial Advisors | 9.20K | -5.3% | $759,842 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | BlackRock ✦ (passive) | 6.85K | 0.0% | $565,685 | 0.0% | Held | 4 | SEC ↗ |
| 66 | BlackRock ✦ (passive) | 6.85K | 0.0% | $565,685 | 0.0% | Held | 4 | SEC ↗ |
| 67 | Stifel Financial Corp | 5.58K | -2.9% | $461,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Lido Advisors, LLC | 5.53K | -23.8% | $456,747 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 5.25K | +57.5% | $434,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 4.90K | -0.6% | $405,218 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | Fifth Third Bancorp | 4.86K | 0.0% | $401,169 | 0.0% | Held | 2 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 2.92K | New | $241,280 | 0.0% | New | 1 | SEC ↗ |
| 73 | Marshall Wace ✦ | 2.63K | New | $217,564 | 0.0% | New | 1 | SEC ↗ |
| 74 | Marshall Wace ✦ | 2.63K | New | $217,564 | 0.0% | New | 1 | SEC ↗ |
| 75 | Assetmark, Inc | 1.99K | 0.0% | $164,682 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Blair William & Co/Il | 1.35K | +30.3% | $111,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Citigroup Inc | 659 | New | $54,453 | 0.0% | New | 1 | SEC ↗ |
| 78 | Harris Associates (Oakmark) ✦ | 563 | New | $46,521 | 0.0% | New | 1 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 465 | New | $38,321 | 0.0% | New | 1 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 364 | 0.0% | $30,077 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Franklin Resources Inc | 300 | 0.0% | $24,789 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 199 | -44.9% | $16,443 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | National Bank Of Canada /Fi/ | 53 | New | $4,290 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $2.20M | 0.0% |
| Susquehanna International… | $1.74M | 0.0% |
| Goldman Sachs Group | $972,803 | 0.0% |
| D. E. Shaw & Co. | $241,280 | 0.0% |
| Marshall Wace | $217,564 | 0.0% |
| Marshall Wace | $217,564 | 0.0% |
| Citigroup Inc | $54,453 | 0.0% |
| Harris Associates (Oakmark) | $46,521 | 0.0% |
| TD Waterhouse Canada Inc. | $38,321 | 0.0% |
| National Bank Of Canada /Fi/ | $4,290 | 0.0% |
Exited
| Hrt Financial Lp | $360,000 | was 0.0% |
| Simplex Trading, Llc | $20,172 | 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: Q2 2026 ·
Methodology ·
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