ISHARES US TECH BREAKTHROUGH (TECB) Institutional Ownership Changes & 13F Activity

ISHARES US TECH BREAKTHROUGH (TECB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Osaic Holdings, Inc., Ameriprise Financial Inc, Bank Of America Corp, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,032+51.0%6,013$431.44KQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-14,327-53.5%12,439$892.50KQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupBuy+134+2.6%5,337$382.98KQ2 2026Aug 20, 2026
Brasada Capital Management, LpSell-478-5.0%9,077$651.27KQ2 2026Aug 17, 2026
Financial Engines Advisors L.L.C.Sell-382,770-9.7%3,569,668$256.12MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+27,917+285.7%37,687$2.71MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+16,441—16,441$1.18MQ2 2026Aug 14, 2026
Bank Of America CorpSell-15,807-5.3%281,811$20.22MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+3,593+20.4%21,221$1.52MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+3,577—3,577$256.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,032+7.9%27,604$1.98MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,020-5.6%17,345$1.25MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+482+2.2%22,535$1.62MQ2 2026Aug 14, 2026
Ancora Advisors LlcSell-416-1.9%21,211$1.52MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+220—220$15.79KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+150—150$10.76KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+1,769+106.4%3,431$246.17KQ2 2026Aug 13, 2026
Mariner, LlcBuy+613+4.1%15,639$1.12MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+501+363.0%639$45.85KQ2 2026Aug 13, 2026
Fmr LlcSell-324-3.1%10,049$721.04KQ2 2026Aug 13, 2026
Ubs Group AgBuy+197—197$14.13KQ2 2026Aug 13, 2026
Morgan StanleySell-19-0.8%2,296$164.77KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+7,144—7,144$512.62KQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+4,025—4,025$288.34KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+3,928—3,928$278.24KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+3,666—3,666$263.04KQ2 2026Aug 12, 2026
Kirtland Hills Capital Management, LlcBuy+888+6.5%14,556$1.04MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+768+1.9%42,187$3.03MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-643-5.3%11,411$818.69KQ2 2026Aug 12, 2026
Focus Partners WealthSell-471-10.4%4,038$289.73KQ2 2026Aug 12, 2026
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Frequently asked questions about TECB activity

  • Which institutional owners are buying TECB?

    Institutional owners buying TECB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TECB activity?

    "Buy" means an investor increased their reported position in TECB compared to the prior reporting period. This reflects growing exposure to ISHARES US TECH BREAKTHROUGH (TECB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TECB increasing?

    Institutional interest in TECB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

TECB Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet