ISHARES EXPONENTIAL TECH ETF (XT) Top Institutional Shareholders
ISHARES EXPONENTIAL TECH ETF (XT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.73B in XT holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of XT tracked by InsiderSet, reporting ownership valued at approximately $2.21B 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 $2.62B, representing an estimated gain of +18.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed XT value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in ISHARES EXPONENTIAL TECH ETF (XT).
This page ranks the largest institutional XT 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
265
Total Reported Value
$2.73B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$2.21B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
150
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. | 4.48% | 32,408,021 | $2,208,583,973 | $2,619,540,337 | +$410,956,364 | +18.61% | |
| Lpl Financial Llc | 0.01% | 619,351 | $42,208,324 | $50,062,141 | +$7,853,817 | +18.61% | |
| Ameriprise Financial Inc | 0.01% | 612,314 | $41,723,957 | $49,493,341 | +$7,769,384 | +18.62% | |
| Baird Financial Group, Inc. | 0.06% | 558,892 | $38,088,099 | $45,175,240 | +$7,087,141 | +18.61% | |
| Commonwealth Equity Services, Llc | 0.03% | 329,373 | $22,446,566 | $26,623,220 | +$4,176,654 | +18.61% | |
| Ubs Group Ag | 0.00% | 282,691 | $19,265,109 | $22,849,914 | +$3,584,805 | +18.61% | |
| Bank Of America Corp | 0.00% | 280,916 | $19,144,155 | $22,706,440 | +$3,562,285 | +18.61% | |
| Wealthcare Advisory Partners Llc | 0.34% | 255,848 | $17,435,892 | $20,680,194 | +$3,244,302 | +18.61% | |
| Morgan Stanley | 0.00% | 235,895 | $16,076,169 | $19,067,393 | +$2,991,224 | +18.61% | |
| New England Private Wealth Advisors Llc | 1.70% | 215,732 | $14,701,958 | $17,437,618 | +$2,735,660 | +18.61% | |
| Raymond James Financial Inc | 0.00% | 208,178 | $14,187,192 | $16,827,028 | +$2,639,836 | +18.61% | |
| Wharton Business Group, Llc | 0.52% | 202,875 | $13,825,789 | $16,398,386 | +$2,572,597 | +18.61% | |
| Cwm, Llc | 0.03% | 182,419 | $12,431,723 | $14,744,928 | +$2,313,205 | +18.61% | |
| Stratos Investment Management, Llc | 0.48% | 174,290 | $11,877,772 | $14,087,861 | +$2,210,089 | +18.61% | |
| Arkadios Wealth Advisors | 0.15% | 134,859 | $9,190,573 | $10,900,653 | +$1,710,080 | +18.61% | |
| Clearwater Capital Advisors, Llc | 0.69% | 126,310 | $8,607,939 | $10,209,637 | +$1,601,698 | +18.61% | |
| Cfs Investment Advisory Services, Llc | 0.57% | 110,233 | $8,258,656 | $8,910,133 | +$651,477 | +7.89% | |
| Mariner, Llc | 0.01% | 118,082 | $8,047,199 | $9,544,568 | +$1,497,369 | +18.61% | |
| Private Advisory Group Llc | 0.54% | 113,286 | $7,720,384 | $9,156,907 | +$1,436,523 | +18.61% | |
| Kestra Advisory Services, Llc | 0.03% | 107,352 | $7,315,935 | $8,677,262 | +$1,361,327 | +18.61% | |
| Brookstone Capital Management | 0.08% | 106,103 | $7,230,819 | $8,576,305 | +$1,345,486 | +18.61% | |
| Barrett & Company, Inc. | 2.20% | 93,972 | $6,404,102 | $7,595,757 | +$1,191,655 | +18.61% | |
| Daymark Wealth Partners, Llc | 0.20% | 91,532 | $6,237,816 | $7,398,532 | +$1,160,716 | +18.61% | |
| Envestnet Asset Management Inc | 0.00% | 91,501 | $6,235,733 | $7,396,026 | +$1,160,293 | +18.61% | |
| Cibc World Market Inc. | 0.01% | 90,317 | $6,155,104 | $7,300,323 | +$1,145,219 | +18.61% | |
| Savvy Advisors, Inc. | 0.16% | 89,543 | $6,102,327 | $7,237,761 | +$1,135,434 | +18.61% | |
| Wells Fargo & Company/Mn | 0.00% | 80,557 | $5,489,936 | $6,511,422 | +$1,021,486 | +18.61% | |
| Valmark Advisers, Inc. | 0.06% | 74,418 | $5,071,565 | $6,015,207 | +$943,642 | +18.61% | |
| Mgo One Seven Llc | 0.10% | 73,947 | $5,039,451 | $5,977,136 | +$937,685 | +18.61% | |
| Cetera Investment Advisers | 0.01% | 72,000 | $4,906,735 | $5,819,760 | +$913,025 | +18.61% | |
| Jones Financial Companies Lllp | 0.00% | 73,904 | $4,866,602 | $5,973,660 | +$1,107,058 | +22.75% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 65,420 | $4,458,327 | $5,287,899 | +$829,572 | +18.61% | |
| Orion Porfolio Solutions, Llc | 0.03% | 56,750 | $3,867,468 | $4,587,103 | +$719,635 | +18.61% | |
| Osaic Holdings, Inc. | 0.01% | 55,508 | $3,783,263 | $4,486,712 | +$703,449 | +18.59% | |
| Truist Financial Corp | 0.00% | 50,081 | $3,412,971 | $4,048,047 | +$635,076 | +18.61% | |
| Fmr Llc | 0.00% | 45,623 | $3,109,178 | $3,687,707 | +$578,529 | +18.61% | |
| Royal Bank Of Canada | 0.00% | 45,170 | $3,077,000 | $3,651,091 | +$574,091 | +18.66% | |
| Atlas Private Wealth Advisors | 0.71% | 44,210 | $3,012,860 | $3,573,494 | +$560,634 | +18.61% | |
| Baron Silver Stevens Financial Advisors, Llc | 0.39% | 39,521 | $2,693,332 | $3,194,482 | +$501,150 | +18.61% | |
| Dynamic Advisor Solutions Llc | 0.08% | 39,437 | $2,687,584 | $3,187,693 | +$500,109 | +18.61% | |
| Rfg Advisory, Llc | 0.04% | 33,425 | $2,277,893 | $2,701,743 | +$423,850 | +18.61% | |
| Mml Investors Services, Llc | 0.01% | 33,217 | $2,263,748 | $2,684,930 | +$421,182 | +18.61% | |
| Wealthcare Capital Partners, Llc | 0.97% | 30,359 | $2,068,945 | $2,453,918 | +$384,973 | +18.61% | |
| Destiny Wealth Partners, Llc | 0.23% | 30,209 | $2,058,746 | $2,441,793 | +$383,047 | +18.61% | |
| Evergreen Capital Management Llc | 0.04% | 28,274 | $1,926,868 | $2,285,387 | +$358,519 | +18.61% | |
| Gladstone Institutional Advisory Llc | 0.07% | 26,851 | $1,829,878 | $2,170,366 | +$340,488 | +18.61% | |
| Gotham Asset Management, Llc | 0.01% | 26,364 | $1,796,688 | $2,131,002 | +$334,314 | +18.61% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 26,144 | $1,781,695 | $2,113,220 | +$331,525 | +18.61% | |
| Opus Financial Solutions Llc | 1.51% | 23,592 | $1,607,778 | $1,906,941 | +$299,163 | +18.61% | |
| Kingsview Wealth Management, Llc | 0.02% | 23,277 | $1,586,308 | $1,881,480 | +$295,172 | +18.61% |
Frequently asked questions about XT
Who owns the most XT stock?
The largest holders of XT 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 EXPONENTIAL TECH ETF (XT).
Is XT widely held by superinvestors?
Many widely followed stocks like XT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XT 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.