ISHARES EXPONENTIAL TECH ETF (XT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.07B 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 $2.44B 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 $2.42B, representing an estimated loss of -0.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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, Baird Financial Group, 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
283
Total Reported Value
$3.07B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$2.44B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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. | 4.32% | 29,474,371 | $2,435,467,249 | $2,419,845,859 | -$15,621,390 | -0.64% | |
| Lpl Financial Llc | 0.01% | 616,361 | $50,929,905 | $50,603,238 | -$326,667 | -0.64% | |
| Baird Financial Group, Inc. | 0.06% | 557,561 | $46,071,265 | $45,775,758 | -$295,507 | -0.64% | |
| Ameriprise Financial Inc | 0.01% | 544,882 | $45,056,253 | $44,734,812 | -$321,441 | -0.71% | |
| Commonwealth Equity Services, Llc | 0.03% | 326,745 | $26,998,915 | $26,825,765 | -$173,151 | -0.64% | |
| Bank Of America Corp | 0.00% | 276,028 | $22,808,174 | $22,661,899 | -$146,275 | -0.64% | |
| Ubs Group Ag | 0.00% | 264,698 | $21,871,995 | $21,731,706 | -$140,289 | -0.64% | |
| Wealthcare Advisory Partners Llc | 0.41% | 264,664 | $21,869,211 | $21,728,914 | -$140,297 | -0.64% | |
| Morgan Stanley | 0.00% | 240,445 | $19,868,067 | $19,740,535 | -$127,533 | -0.64% | |
| Raymond James Financial Inc | 0.01% | 234,347 | $19,364,142 | $19,239,889 | -$124,253 | -0.64% | |
| New England Private Wealth Advisors Llc | 1.65% | 216,534 | $17,050,092 | $17,777,441 | +$727,349 | +4.27% | |
| Wharton Business Group, Llc | 0.56% | 202,875 | $16,763,561 | $16,656,037 | -$107,524 | -0.64% | |
| Stratos Investment Management, Llc | 0.46% | 155,271 | $12,830,062 | $12,747,749 | -$82,313 | -0.64% | |
| Cwm, Llc | 0.03% | 182,419 | $12,431,723 | $14,976,600 | +$2,544,877 | +20.47% | |
| Arkadios Wealth Advisors | 0.18% | 138,057 | $11,407,631 | $11,334,480 | -$73,151 | -0.64% | |
| Private Advisory Group Llc | 0.62% | 134,343 | $11,100,748 | $11,029,560 | -$71,188 | -0.64% | |
| Betterment Llc | 0.02% | 125,622 | $10,380,000 | $10,313,566 | -$66,434 | -0.64% | |
| Clearwater Capital Advisors, Llc | 0.74% | 121,987 | $10,079,786 | $10,015,133 | -$64,653 | -0.64% | |
| Mariner, Llc | 0.01% | 111,596 | $9,221,213 | $9,162,032 | -$59,181 | -0.64% | |
| Brookstone Capital Management | 0.09% | 111,331 | $9,199,280 | $9,140,275 | -$59,005 | -0.64% | |
| Cfs Investment Advisory Services, Llc | 0.60% | 109,236 | $8,983,569 | $8,968,276 | -$15,293 | -0.17% | |
| Barrett & Company, Inc. | 2.38% | 102,727 | $8,488,299 | $8,433,887 | -$54,412 | -0.64% | |
| Daymark Wealth Partners, Llc | 0.19% | 92,019 | $7,603,497 | $7,554,760 | -$48,737 | -0.64% | |
| Savvy Advisors, Inc. | 0.16% | 91,405 | $7,552,814 | $7,504,350 | -$48,464 | -0.64% | |
| Cetera Investment Advisers | 0.01% | 86,556 | $7,152,137 | $7,106,248 | -$45,889 | -0.64% | |
| Wells Fargo & Company/Mn | 0.00% | 86,293 | $7,130,456 | $7,084,655 | -$45,801 | -0.64% | |
| Cibc World Market Inc. | 0.01% | 84,743 | $7,002,314 | $6,957,400 | -$44,914 | -0.64% | |
| Jones Financial Companies Lllp | 0.00% | 81,302 | $6,504,127 | $6,674,894 | +$170,767 | +2.63% | |
| Mgo One Seven Llc | 0.10% | 73,768 | $6,095,477 | $6,056,353 | -$39,124 | -0.64% | |
| Valmark Advisers, Inc. | 0.06% | 73,484 | $6,071,998 | $6,033,036 | -$38,962 | -0.64% | |
| Envestnet Asset Management Inc | 0.00% | 70,825 | $5,852,233 | $5,814,733 | -$37,501 | -0.64% | |
| Royal Bank Of Canada | 0.00% | 62,923 | $5,199,000 | $5,165,978 | -$33,022 | -0.64% | |
| Kestra Advisory Services, Llc | 0.02% | 60,053 | $4,962,193 | $4,930,351 | -$31,842 | -0.64% | |
| Osaic Holdings, Inc. | 0.01% | 57,054 | $4,715,155 | $4,684,133 | -$31,022 | -0.66% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 65,420 | $4,458,327 | $5,370,982 | +$912,655 | +20.47% | |
| Orion Porfolio Solutions, Llc | 0.03% | 53,705 | $4,437,632 | $4,409,181 | -$28,452 | -0.64% | |
| Fmr Llc | 0.00% | 47,832 | $3,952,335 | $3,927,007 | -$25,328 | -0.64% | |
| Baron Silver Stevens Financial Advisors, Llc | 0.42% | 40,158 | $3,318,314 | $3,296,972 | -$21,342 | -0.64% | |
| Mml Investors Services, Llc | 0.01% | 36,851 | $3,044,961 | $3,025,467 | -$19,494 | -0.64% | |
| Atlas Private Wealth Advisors | 0.71% | 44,210 | $3,012,860 | $3,629,641 | +$616,781 | +20.47% | |
| Dynamic Advisor Solutions Llc | 0.08% | 35,099 | $2,900,196 | $2,881,628 | -$18,568 | -0.64% | |
| Rfg Advisory, Llc | 0.04% | 31,998 | $2,643,976 | $2,627,036 | -$16,940 | -0.64% | |
| Wealthcare Capital Partners, Llc | 0.99% | 29,056 | $2,400,897 | $2,385,498 | -$15,399 | -0.64% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 28,393 | $2,346,114 | $2,331,065 | -$15,049 | -0.64% | |
| Evergreen Capital Management Llc | 0.04% | 28,279 | $2,336,690 | $2,321,706 | -$14,984 | -0.64% | |
| Truist Financial Corp | 0.00% | 27,406 | $2,264,548 | $2,250,033 | -$14,515 | -0.64% | |
| Gts Securities Llc | 0.05% | 26,628 | $2,200,272 | $2,186,159 | -$14,113 | -0.64% | |
| Jane Street Group, Llc | 0.00% | 26,596 | $2,197,627 | $2,183,532 | -$14,095 | -0.64% | |
| Gotham Asset Management, Llc | 0.01% | 26,364 | $2,178,457 | $2,164,484 | -$13,973 | -0.64% | |
| Gladstone Institutional Advisory Llc | 0.07% | 25,796 | $2,131,525 | $2,117,852 | -$13,673 | -0.64% |
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.