XT Institutional Ownership
iShares Future Exponential Technologies ETF
1W: +2.0%
1M: -0.3%
3M: +6.5%
YTD: +19.2%
1Y: +21.7%
3Y: +80.0%
5Y: +44.8%
$85.00
+1.28 (+1.53%)
After Hours: $84.62 (-0.38, -0.45%)
Weekly Expected Move ±2.1%
$79
$81
$83
$84
$86
Overview
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Holdings
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Institutional Ownership — XT
307
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
43
New Positions
72
Increased
109
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (335 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 29,474,371 | 2.5B | -2,933,650 | -9.1% | 31Q | SEC ↗ |
| 2 | LPL Financial LLC | 616,361 | 52M | -2,990 | -0.5% | 41Q | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 557,561 | 47M | -1,331 | -0.2% | 18Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 544,882 | 46M | -67,432 | -11.0% | 16Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 326,745 | 27M | -2,628 | -0.8% | 35Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 276,028 | 23M | -4,888 | -1.7% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 264,698 | 22M | -17,993 | -6.4% | 39Q | SEC ↗ |
| 8 | Wealthcare Advisory Partners LLC | 264,664 | 22M | +8,816 | +3.4% | 22Q | SEC ↗ |
| 9 | MORGAN STANLEY | 240,445 | 20M | +4,550 | +1.9% | 45Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 234,347 | 20M | +26,169 | +12.6% | 7Q | SEC ↗ |
| 11 | New England Private Wealth Advisors LL | 216,534 | 18M | +802 | +0.4% | 37Q | SEC ↗ |
| 12 | Wharton Business Group, LLC | 202,875 | 17M | — | +0.0% | 21Q | SEC ↗ |
| 13 | CWM, LLC | 182,419 | 15M | -1,671 | -0.9% | 18Q | SEC ↗ |
| 14 | Stratos Investment Management, LLC | 155,271 | 13M | -19,019 | -10.9% | 20Q | SEC ↗ |
| 15 | Arkadios Wealth Advisors | 138,057 | 12M | +3,198 | +2.4% | 6Q | SEC ↗ |
| 16 | Private Advisory Group LLC | 134,343 | 11M | +21,057 | +18.6% | 2Q | SEC ↗ |
| 17 | Betterment LLC | 125,622 | 11M | -1,545 | -1.2% | 11Q | SEC ↗ |
| 18 | Clearwater Capital Advisors, LLC | 121,987 | 10M | -4,323 | -3.4% | 23Q | SEC ↗ |
| 19 | Mariner, LLC | 111,596 | 9M | -6,486 | -5.5% | 20Q | SEC ↗ |
| 20 | Brookstone Capital Management | 111,331 | 9M | +5,228 | +4.9% | 31Q | SEC ↗ |
| 21 | CFS Investment Advisory Services, LLC | 109,236 | 9M | -997 | -0.9% | 20Q | SEC ↗ |
| 22 | BARRETT & COMPANY, INC. | 102,727 | 9M | +8,755 | +9.3% | 16Q | SEC ↗ |
| 23 | DAYMARK WEALTH PARTNERS, LLC | 92,019 | 8M | +487 | +0.5% | 15Q | SEC ↗ |
| 24 | Savvy Advisors, Inc. | 91,405 | 8M | +1,862 | +2.1% | 3Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 86,556 | 7M | +14,556 | +20.2% | 10Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 86,293 | 7M | +5,736 | +7.1% | 37Q | SEC ↗ |
| 27 | CIBC WORLD MARKET INC. | 84,743 | 7M | -5,574 | -6.2% | 30Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 81,302 | 7M | +7,398 | +10.0% | 11Q | SEC ↗ |
| 29 | MGO ONE SEVEN LLC | 73,768 | 6M | -179 | -0.2% | 10Q | SEC ↗ |
| 30 | Valmark Advisers, Inc. | 73,484 | 6M | -934 | -1.3% | 20Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 70,825 | 6M | -20,676 | -22.6% | 32Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 62,923 | 5M | +17,753 | +39.3% | 45Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 60,053 | 5M | -47,299 | -44.1% | 23Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 57,054 | 5M | +1,546 | +2.8% | 26Q | SEC ↗ |
| 35 | Orion Porfolio Solutions, LLC | 53,705 | 4M | -3,045 | -5.4% | 13Q | SEC ↗ |
| 36 | Atlas Private Wealth Advisors | 51,659 | 4M | +7,449 | +16.8% | 6Q | SEC ↗ |
| 37 | FMR LLC | 47,832 | 4M | +2,209 | +4.8% | 32Q | SEC ↗ |
| 38 | BARON SILVER STEVENS FINANCIAL ADVISOR | 40,158 | 3M | +637 | +1.6% | 23Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 36,851 | 3M | +3,634 | +10.9% | 37Q | SEC ↗ |
| 40 | Dynamic Advisor Solutions LLC | 35,099 | 3M | -4,338 | -11.0% | 15Q | SEC ↗ |
| 41 | RFG Advisory, LLC | 31,998 | 3M | -1,427 | -4.3% | 6Q | SEC ↗ |
| 42 | Wealthcare Capital Partners, LLC | 29,056 | 2M | -1,303 | -4.3% | 7Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 28,393 | 2M | +2,249 | +8.6% | 29Q | SEC ↗ |
| 44 | EVERGREEN CAPITAL MANAGEMENT LLC | 28,279 | 2M | +5 | +0.0% | 21Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 27,406 | 2M | -22,675 | -45.3% | 27Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 27,217 | 2M | -1,892 | -6.5% | 37Q | SEC ↗ |
| 47 | GTS SECURITIES LLC NEW | 26,628 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | JANE STREET GROUP, LLC NEW | 26,596 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Gotham Asset Management, LLC | 26,364 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 50 | Gladstone Institutional Advisory LLC | 25,796 | 2M | -1,055 | -3.9% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 26,628 | 2M |
| JANE STREET GROUP, LLC | 26,596 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,112 | 2M |
| GOLDMAN SACHS GROUP INC | 11,773 | 986K |
| Savant Capital, LLC | 9,035 | 756K |
| Mission Financial Group, LLC | 8,363 | 700K |
| Janney Montgomery Scott LLC | 7,115 | 596K |
| IFG Advisory, LLC | 6,910 | 578K |
| American Financial Advisors, LLC | 3,191 | 267K |
| Focus Partners Advisor Solutions, L | 3,161 | 265K |
| JIM SAULNIER & ASSOCIATES, LLC | 2,959 | 248K |
| D. E. Shaw & Co., Inc. | 2,920 | 244K |
| VAUGHAN & Co SECURITIES, INC. | 2,918 | 244K |
| Wedmont Private Capital | 2,801 | 234K |
| Wealthspire Advisors, LLC | 2,778 | 233K |
| Retirement Planning Group, LLC | 2,767 | 232K |
| Boston Trust Walden Corp | 2,746 | 230K |
| MARSHALL WACE, LLP | 2,633 | 220K |
| Florida Trust Wealth Management Co | 2,629 | 220K |
| Cresset Asset Management, LLC | 2,623 | 220K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Segment Wealth Management, LLC | 73,631 | 6M |
| Envestnet Portfolio Solutions, Inc. | 8,446 | 707K |
| RIA Advisory Group LLC | 7,056 | 591K |
| INTEGRITY ALLIANCE, LLC. | 6,490 | 543K |
| Independent Advisor Alliance | 6,166 | 516K |
| IHT Wealth Management, LLC | 5,382 | 451K |
| HRT FINANCIAL LP | 5,296 | 443K |
| KFG WEALTH MANAGEMENT, LLC | 4,963 | 415K |
| SILVER OAK SECURITIES, INCORPORATED | 3,849 | 322K |
| Fisher Asset Management, LLC | 3,518 | 295K |
| Tolleson Wealth Management, Inc. | 3,511 | 294K |
| Triton Financial Group Inc | 3,176 | 266K |
| Centurion Wealth Management LLC | 2,920 | 244K |
| Advisory Services Network, LLC | 1,871 | 157K |
| Kohmann Bosshard Financial Services | 978 | 82K |
| Global Wealth Strategies & Associat | 669 | 56K |
| Sound Income Strategies, LLC | 386 | 32K |
| Y.D. More Investments Ltd | 360 | 30K |
| OPTIMA CAPITAL LLC | 360 | 30K |
| SIMPLEX TRADING, LLC | 296 | 25K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +26,169 | +12.6% | 234,347 |
| Private Advisory Group LLC | +21,057 | +18.6% | 134,343 |
| ROYAL BANK OF CANADA | +17,753 | +39.3% | 62,923 |
| FLOW TRADERS U.S. LLC | +14,776 | +161.7% | 23,912 |
| Cetera Investment Advisers | +14,556 | +20.2% | 86,556 |
| JPMORGAN CHASE & CO | +10,073 | +434.2% | 12,393 |
| Beacon Pointe Advisors, LLC | +9,724 | +240.0% | 13,776 |
| Wealthcare Advisory Partners LLC | +8,816 | +3.4% | 264,664 |
| BARRETT & COMPANY, INC. | +8,755 | +9.3% | 102,727 |
| Atlas Private Wealth Advisors | +7,449 | +16.8% | 51,659 |
| JONES FINANCIAL COMPANIES LLLP | +7,398 | +10.0% | 81,302 |
| Quantinno Capital Management LP | +6,202 | +83.1% | 13,663 |
| Wealthfront Advisers LLC | +5,875 | +47.3% | 18,303 |
| WELLS FARGO & COMPANY/MN | +5,736 | +7.1% | 86,293 |
| Brookstone Capital Management | +5,228 | +4.9% | 111,331 |
| MORGAN STANLEY | +4,550 | +1.9% | 240,445 |
| OneDigital Investment Advisors LLC | +3,638 | +65.5% | 9,192 |
| MML INVESTORS SERVICES, LLC | +3,634 | +10.9% | 36,851 |
| Arkadios Wealth Advisors | +3,198 | +2.4% | 138,057 |
| Cannon Advisors, Inc. | +2,592 | +36.2% | 9,761 |