ISHARES US TECH BREAKTHROUGH (TECB) Institutional Shareholders
ISHARES US TECH BREAKTHROUGH (TECB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $285.84M in TECB holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of TECB tracked by InsiderSet, reporting ownership valued at approximately $219.28M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $277.19M, representing an estimated gain of +26.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed TECB value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Bank Of America Corp, Northrock Partners, Llc, and several other long-term asset managers with concentrated positions in ISHARES US TECH BREAKTHROUGH (TECB).
This page ranks the largest institutional TECB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$285.84M
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$219.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 0.45% | 3,952,438 | $219,281,287 | $277,186,848 | +$57,905,561 | +26.41% | |
| Bank Of America Corp | 0.00% | 297,618 | $16,511,846 | $20,872,129 | +$4,360,283 | +26.41% | |
| Northrock Partners, Llc | 0.08% | 94,890 | $5,264,529 | $6,654,693 | +$1,390,164 | +26.41% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 63,890 | $3,544,596 | $4,480,644 | +$936,048 | +26.41% | |
| Sheets Smith Wealth Management | 0.27% | 38,045 | $2,729,729 | $2,668,119 | -$61,610 | -2.26% | |
| Lpl Financial Llc | 0.00% | 48,832 | $2,709,189 | $3,424,617 | +$715,428 | +26.41% | |
| Stonebridge Financial Planning Group, Llc | 0.80% | 35,170 | $2,523,473 | $2,466,493 | -$56,980 | -2.26% | |
| Advisory Services Network, Llc | 0.03% | 41,419 | $2,297,934 | $2,904,739 | +$606,805 | +26.41% | |
| Gts Securities Llc | 0.07% | 37,850 | $2,099,918 | $2,654,443 | +$554,525 | +26.41% | |
| Valley National Advisers Inc | 0.23% | 28,982 | $2,079,434 | $2,032,525 | -$46,909 | -2.26% | |
| Citadel Advisors Llc | 0.00% | 26,766 | $1,484,978 | $1,877,116 | +$392,138 | +26.41% | |
| Susquehanna International Group, Llp | 0.00% | 25,572 | $1,418,734 | $1,793,380 | +$374,646 | +26.41% | |
| Sigma Planning Corp | 0.04% | 24,325 | $1,349,533 | $1,705,927 | +$356,394 | +26.41% | |
| Raymond James Financial Inc | 0.00% | 22,053 | $1,223,500 | $1,546,590 | +$323,090 | +26.41% | |
| Austin Wealth Management, Llc | 0.26% | 17,383 | $1,218,896 | $1,219,080 | +$184 | +0.02% | |
| Kestra Advisory Services, Llc | 0.00% | 16,281 | $1,168,194 | $1,141,796 | -$26,398 | -2.26% | |
| Banque Transatlantique Sa | 0.02% | 15,332 | $1,100,102 | $1,075,242 | -$24,860 | -2.26% | |
| Royal Bank Of Canada | 0.00% | 18,365 | $1,019,000 | $1,287,948 | +$268,948 | +26.39% | |
| Goldman Sachs Group Inc | 0.00% | 17,628 | $978,001 | $1,236,262 | +$258,261 | +26.41% | |
| Dynamic Advisor Solutions Llc | 0.03% | 13,020 | $934,185 | $913,100 | -$21,085 | -2.26% | |
| Pfg Investments, Llc | 0.04% | 13,012 | $933,594 | $912,539 | -$21,055 | -2.26% | |
| Ameriprise Financial Inc | 0.00% | 16,539 | $917,568 | $1,159,890 | +$242,322 | +26.41% | |
| Kirtland Hills Capital Management, Llc | 0.27% | 13,668 | $854,135 | $958,545 | +$104,410 | +12.22% | |
| Mariner, Llc | 0.00% | 15,026 | $833,642 | $1,053,782 | +$220,140 | +26.41% | |
| Cwm, Llc | 0.00% | 14,605 | $810,312 | $1,024,257 | +$213,945 | +26.40% | |
| Stratos Wealth Advisors, Llc | 0.04% | 12,236 | $678,897 | $858,118 | +$179,221 | +26.40% | |
| Cetera Investment Advisers | 0.00% | 12,054 | $668,761 | $845,354 | +$176,593 | +26.41% | |
| Two Sigma Investments, Lp | 0.00% | 11,200 | $621,376 | $785,463 | +$164,087 | +26.41% | |
| Certuity, Llc | 0.03% | 8,552 | $613,606 | $599,757 | -$13,849 | -2.26% | |
| Private Advisor Group, Llc | 0.00% | 8,237 | $591,030 | $577,666 | -$13,364 | -2.26% | |
| Fmr Llc | 0.00% | 10,373 | $575,467 | $727,465 | +$151,998 | +26.41% | |
| Osaic Holdings, Inc. | 0.00% | 9,770 | $542,182 | $685,176 | +$142,994 | +26.37% | |
| Brasada Capital Management, Lp | 0.10% | 9,555 | $540,130 | $670,098 | +$129,968 | +24.06% | |
| Fiduciary Alliance Llc | 0.03% | 6,507 | $466,877 | $456,340 | -$10,537 | -2.26% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 7,718 | $428,218 | $541,268 | +$113,050 | +26.40% | |
| Hightower Advisors, Llc | 0.00% | 6,829 | $378,884 | $478,922 | +$100,038 | +26.40% | |
| Farther Finance Advisors, Llc | 0.00% | 4,852 | $348,131 | $340,274 | -$7,857 | -2.26% | |
| J.W. Cole Advisors, Inc. | 0.01% | 4,468 | $320,597 | $313,344 | -$7,253 | -2.26% | |
| Waterford Advisors, Llc | 0.10% | 12,548 | $304,048 | $879,999 | +$575,951 | +189.43% | |
| United Advisor Group, Llc | 0.03% | 4,112 | $295,036 | $288,377 | -$6,659 | -2.26% | |
| Rfg Advisory, Llc | 0.00% | 4,041 | $289,940 | $283,398 | -$6,542 | -2.26% | |
| Rehmann Capital Advisory Group | 0.02% | 5,203 | $288,664 | $364,890 | +$76,226 | +26.41% | |
| Ae Wealth Management Llc | 0.00% | 4,729 | $262,361 | $331,648 | +$69,287 | +26.41% | |
| Focus Partners Wealth | 0.00% | 4,509 | $250,159 | $316,219 | +$66,060 | +26.41% | |
| Signet Financial Management, Llc | 0.03% | 4,135 | $229,410 | $289,990 | +$60,580 | +26.41% | |
| Summit Financial, Llc | 0.00% | 4,135 | $229,410 | $289,990 | +$60,580 | +26.41% | |
| Creative Planning | 0.00% | 4,093 | $227,059 | $287,045 | +$59,986 | +26.42% | |
| Envestnet Asset Management Inc | 0.00% | 3,981 | $220,890 | $279,190 | +$58,300 | +26.39% | |
| Clark Wealth Partners | 0.07% | 1,815 | $130,196 | $127,287 | -$2,909 | -2.23% | |
| Morgan Stanley | 0.00% | 2,315 | $128,437 | $162,352 | +$33,915 | +26.41% |
Frequently asked questions about TECB
Who owns the most TECB stock?
The largest holders of TECB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US TECH BREAKTHROUGH (TECB).
Is TECB widely held by superinvestors?
Many widely followed stocks like TECB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TECB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.