TECB Institutional Ownership & Shareholders
ISHARES US TECH BREAKTHROUGH (TECB) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $335.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of TECB tracked by InsiderSet, reporting ownership valued at approximately $256.12M in its June 30, 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 $268.69M, representing an estimated gain of +4.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% 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
91
Total Reported Value
$335.65M
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$256.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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% | 3,569,668 | $256,123,648 | $268,688,910 | +$12,565,262 | +4.91% | |
| Bank Of America Corp | 0.00% | 281,811 | $20,219,940 | $21,211,914 | +$991,974 | +4.91% | |
| Northrock Partners, Llc | 0.10% | 94,698 | $6,794,554 | $7,127,918 | +$333,364 | +4.91% | |
| Lpl Financial Llc | 0.00% | 47,761 | $3,426,879 | $3,594,970 | +$168,091 | +4.91% | |
| Advisory Services Network, Llc | 0.03% | 42,187 | $3,026,889 | $3,175,415 | +$148,526 | +4.91% | |
| Sheets Smith Wealth Management | 0.29% | 35,435 | $2,796,885 | $2,667,192 | -$129,693 | -4.64% | |
| Gts Securities Llc | 0.06% | 37,850 | $2,715,738 | $2,848,970 | +$133,232 | +4.91% | |
| Osaic Holdings, Inc. | 0.00% | 37,687 | $2,705,635 | $2,836,700 | +$131,065 | +4.84% | |
| Stonebridge Financial Planning Group, Llc | 0.80% | 35,170 | $2,523,473 | $2,647,246 | +$123,773 | +4.90% | |
| Valley National Advisers Inc | 0.25% | 28,982 | $2,287,524 | $2,181,475 | -$106,049 | -4.64% | |
| Sigma Planning Corp | 0.06% | 27,214 | $2,147,993 | $2,048,398 | -$99,595 | -4.64% | |
| Susquehanna International Group, Llp | 0.00% | 27,604 | $1,980,587 | $2,077,753 | +$97,166 | +4.91% | |
| Raymond James Financial Inc | 0.00% | 22,535 | $1,616,938 | $1,696,209 | +$79,271 | +4.90% | |
| Goldman Sachs Group Inc | 0.00% | 21,221 | $1,522,607 | $1,597,305 | +$74,698 | +4.91% | |
| Ancora Advisors Llc | 0.03% | 21,211 | $1,521,893 | $1,596,552 | +$74,659 | +4.91% | |
| Kestra Advisory Services, Llc | 0.00% | 16,552 | $1,306,415 | $1,245,869 | -$60,546 | -4.63% | |
| Royal Bank Of Canada | 0.00% | 17,345 | $1,245,000 | $1,305,558 | +$60,558 | +4.86% | |
| Austin Wealth Management, Llc | 0.26% | 17,383 | $1,218,896 | $1,308,418 | +$89,522 | +7.34% | |
| Ameriprise Financial Inc | 0.00% | 16,441 | $1,179,656 | $1,237,514 | +$57,858 | +4.90% | |
| Mariner, Llc | 0.00% | 15,639 | $1,122,099 | $1,177,148 | +$55,049 | +4.91% | |
| Banque Transatlantique Sa | 0.02% | 15,332 | $1,100,102 | $1,154,040 | +$53,938 | +4.90% | |
| Dynamic Advisor Solutions Llc | 0.03% | 13,709 | $1,082,051 | $1,031,876 | -$50,175 | -4.64% | |
| Kirtland Hills Capital Management, Llc | 0.30% | 14,556 | $1,044,426 | $1,095,630 | +$51,204 | +4.90% | |
| Pfg Investments, Llc | 0.04% | 13,012 | $933,594 | $979,413 | +$45,819 | +4.91% | |
| Citadel Advisors Llc | 0.00% | 12,439 | $892,498 | $936,284 | +$43,786 | +4.91% | |
| Stratos Wealth Advisors, Llc | 0.05% | 11,803 | $846,930 | $888,412 | +$41,482 | +4.90% | |
| Cetera Investment Advisers | 0.00% | 11,411 | $818,690 | $858,906 | +$40,216 | +4.91% | |
| Cwm, Llc | 0.00% | 14,605 | $810,312 | $1,099,318 | +$289,006 | +35.67% | |
| Fmr Llc | 0.00% | 10,049 | $721,038 | $756,388 | +$35,350 | +4.90% | |
| Certuity, Llc | 0.03% | 8,558 | $675,473 | $644,161 | -$31,312 | -4.64% | |
| Brasada Capital Management, Lp | 0.12% | 9,077 | $651,275 | $683,226 | +$31,951 | +4.91% | |
| Private Advisor Group, Llc | 0.00% | 8,237 | $591,030 | $619,999 | +$28,969 | +4.90% | |
| Fiduciary Alliance Llc | 0.04% | 6,507 | $513,598 | $489,782 | -$23,816 | -4.64% | |
| Newedge Advisors, Llc | 0.00% | 7,144 | $512,616 | $537,729 | +$25,113 | +4.90% | |
| Farther Finance Advisors, Llc | 0.00% | 6,237 | $492,276 | $469,459 | -$22,817 | -4.64% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 5,872 | $463,439 | $441,985 | -$21,454 | -4.63% | |
| Envestnet Asset Management Inc | 0.00% | 6,013 | $431,442 | $452,599 | +$21,157 | +4.90% | |
| Rehmann Capital Advisory Group | 0.02% | 5,337 | $382,981 | $401,716 | +$18,735 | +4.89% | |
| Creative Planning | 0.00% | 4,720 | $372,535 | $355,274 | -$17,261 | -4.63% | |
| J.W. Cole Advisors, Inc. | 0.01% | 4,468 | $320,597 | $336,306 | +$15,709 | +4.90% | |
| Summit Financial, Llc | 0.00% | 4,180 | $299,915 | $314,629 | +$14,714 | +4.91% | |
| United Advisor Group, Llc | 0.03% | 4,112 | $295,036 | $309,510 | +$14,474 | +4.91% | |
| Rfg Advisory, Llc | 0.00% | 4,041 | $289,940 | $304,166 | +$14,226 | +4.91% | |
| Focus Partners Wealth | 0.00% | 4,038 | $289,727 | $303,940 | +$14,213 | +4.91% | |
| Stonex Group Inc. | 0.01% | 4,025 | $288,343 | $302,962 | +$14,619 | +5.07% | |
| Jpmorgan Chase & Co | 0.00% | 3,928 | $278,238 | $295,661 | +$17,423 | +6.26% | |
| Baird Financial Group, Inc. | 0.00% | 3,666 | $263,036 | $275,940 | +$12,904 | +4.91% | |
| Hrt Financial Lp | 0.00% | 3,577 | $256,000 | $269,241 | +$13,241 | +5.17% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,431 | $246,174 | $258,251 | +$12,077 | +4.91% | |
| Openarc Corporate Advisory, Llc | 0.00% | 3,060 | $241,526 | $230,326 | -$11,200 | -4.64% |
Frequently asked questions about TECB
Who are the largest institutional holders of TECB?
The largest institutional holders of TECB reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Bank Of America Corp, Northrock Partners, Llc, Lpl Financial Llc, and Advisory Services Network, Llc. InsiderSet ranks institutional holders by their latest reported TECB position.
What is TECB institutional ownership?
This page tracks TECB positions reported by institutional investment managers through SEC Form 13F. ISHARES US TECH BREAKTHROUGH (TECB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TECB?
InsiderSet currently tracks 91 institutional managers reporting TECB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TECB shareholders.
How much TECB stock do institutions own?
Institutional investment managers disclosed approximately $335.65M in TECB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TECB institutional ownership last updated?
The latest TECB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TECB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TECB position after the reporting date.
Are institutions buying or selling TECB?
Institutional buying and selling can be analyzed by comparing TECB positions across consecutive 13F reporting periods. InsiderSet's TECB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TECB ownership changes.
How has TECB institutional ownership changed over time?
InsiderSet tracks TECB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.