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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +2,032 | +51.0% | 6,013 | $431.44K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -14,327 | -53.5% | 12,439 | $892.50K | Q2 2026 | Sep 02, 2026 |
| Rehmann Capital Advisory Group | Buy | +134 | +2.6% | 5,337 | $382.98K | Q2 2026 | Aug 20, 2026 |
| Brasada Capital Management, Lp | Sell | -478 | -5.0% | 9,077 | $651.27K | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -382,770 | -9.7% | 3,569,668 | $256.12M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +27,917 | +285.7% | 37,687 | $2.71M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +16,441 | — | 16,441 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -15,807 | -5.3% | 281,811 | $20.22M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +3,593 | +20.4% | 21,221 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +3,577 | — | 3,577 | $256.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +2,032 | +7.9% | 27,604 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,020 | -5.6% | 17,345 | $1.25M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +482 | +2.2% | 22,535 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Sell | -416 | -1.9% | 21,211 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +220 | — | 220 | $15.79K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +150 | — | 150 | $10.76K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,769 | +106.4% | 3,431 | $246.17K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +613 | +4.1% | 15,639 | $1.12M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +501 | +363.0% | 639 | $45.85K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -324 | -3.1% | 10,049 | $721.04K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +197 | — | 197 | $14.13K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -19 | -0.8% | 2,296 | $164.77K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +7,144 | — | 7,144 | $512.62K | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +4,025 | — | 4,025 | $288.34K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +3,928 | — | 3,928 | $278.24K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +3,666 | — | 3,666 | $263.04K | Q2 2026 | Aug 12, 2026 |
| Kirtland Hills Capital Management, Llc | Buy | +888 | +6.5% | 14,556 | $1.04M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +768 | +1.9% | 42,187 | $3.03M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -643 | -5.3% | 11,411 | $818.69K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -471 | -10.4% | 4,038 | $289.73K | Q2 2026 | Aug 12, 2026 |
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.