XT institutional holders

iShares Future Exponential Technologies ETF · 300 reporting institutions · $3.1B reported value

Funds that can replace XT · XT return decomposition

Institutional holdings

Institutions reporting XT, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$2.4B7222026-06-30
Lpl Financial LLC$50.9M23,4582026-06-30
Baird Financial Group, Inc.$46.1M02026-06-30
Ameriprise Financial Inc$45.1M02026-06-30
Commonwealth Equity Services, LLC$27M2,8632026-06-30
Bank of America Corp /de$22.8M02026-06-30
UBS Group AG$21.9M02026-06-30
Wealthcare Advisory Partners LLC$21.9M1702026-06-30
Morgan Stanley$19.9M23,1852026-06-30
Raymond James Financial Inc$19.4M02026-06-30
New England Private Wealth Advisors LLC$17.1M122026-06-30
Wharton Business Group, LLC$16.8M32026-06-30
Stratos Investment Management, LLC$12.8M72026-06-30
Cwm, LLC$12.4M6672026-03-31
Arkadios Wealth Advisors$11.4M2262026-06-30
Private Advisory Group LLC$11.1M182026-06-30
Clearwater Capital Advisors, LLC$10.1M152026-06-30
Mariner, LLC$9.2M02026-06-30
Brookstone Capital Management$9.2M3372026-06-30
Cfs Investment Advisory Services LLC$9M102026-06-30
Barrett & Company, Inc.$8.5M42026-06-30
Daymark Wealth Partners, LLC$7.6M372026-06-30
Savvy Advisors, Inc.$7.6M2142026-06-30
Cetera Investment Advisers$7.2M10,3702026-06-30
Wells Fargo & Company/mn$7.1M02026-06-30
CIBC World Market Inc.$7M02026-06-30
Jones Financial Companies LLLP$6.5M02026-06-30
Mgo One Seven LLC$6.1M1182026-06-30
Valmark Advisers, Inc.$6.1M2952026-06-30
Envestnet Pmc$5.9M602026-06-30
Royal Bank of Canada$5.2M02026-06-30
Kestra Advisory Services, LLC$5M1,4792026-06-30
Osaic Holdings, Inc.$4.7M02026-06-30
Orion Porfolio Solutions, LLC$4.4M1992026-06-30
Atlas Private Wealth Advisors$4.3M192026-06-30
Fmr LLC$4M02026-06-30
Baron Silver Stevens Financial Advisors, LLC$3.3M82026-06-30
MML Investors Services, LLC$3M5,1202026-06-30
Dynamic$2.9M752026-06-30
Rfg Advisory, LLC$2.6M1912026-06-30
Wealthcare Capital Partners, LLC$2.4M82026-06-30
Steward Partners Investment Advisory, LLC$2.3M4812026-06-30
Evergreen Capital Management LLC$2.3M282026-06-30
Truist Financial Corp$2.3M02026-06-30
Gts Securities LLC$2.2M02026-06-30
Jane Street Group, LLC$2.2M02026-06-30
Gotham Asset Management, LLC$2.2M52026-06-30
Gladstone Institutional Advisory LLC$2.1M1082026-06-30
Mirae Asset Global Investments Co., Ltd.$2.1M02026-06-30
Opus Financial Solutions LLC$1.9M22026-06-30
Kingsview Wealth Management, LLC$1.9M1152026-06-30
Northwestern Mutual Wealth Management Co$1.9M02026-06-30
Bank of Montreal /can$1.8M02026-06-30
Susquehanna International Group, LLP$1.7M02026-06-30
Berger Financial Group, Inc$1.7M512026-06-30
Integrated Wealth Concepts LLC$1.6M4802026-06-30
Gwn Securities Inc.$1.6M4492026-06-30
Ritholtz Wealth Management$1.6M582026-06-30
Hightower Advisors, LLC$1.6M1,0462026-06-30
Rothschild Wealth LLC$1.5M312026-06-30
Valley National Advisers Inc$1.5M142026-06-30
Wealthfront Advisers LLC$1.5M402026-06-30
Jaffetilchin Investment Partners, LLC$1.4M02026-03-31
PNC Financial Services Group, Inc.$1.3M02026-06-30
Traynor Capital Management, Inc.$1.3M72026-06-30
Cerity Partners LLC$1.3M7772026-06-30
Courier Capital LLC$1.2M142026-06-30
Alphacore Capital LLC$1.2M692026-06-30
Sweeney & Michel, LLC$1.2M32026-06-30
Ae Wealth Management LLC$1.2M4712026-06-30
Spc Financial, Inc.$1.2M02025-09-30
Beacon Pointe Advisors, LLC$1.1M4662026-06-30
Quantinno Capital Management LP$1.1M02026-06-30
Creative Planning$1.1M1,1712026-06-30
Wealthspire Retirement, LLC$1.1M1462026-06-30
Focus Partners Wealth$1.1M1,0482026-06-30
Mai Capital Management$1.1M3082026-06-30
Ally Invest Advisors$1.1M822026-06-30
Crescent Grove Advisors, LLC$1.1M212026-06-30
Farther Finance Advisors, LLC$1.1M3342026-06-30
Glen Eagle Advisors, LLC$1M132026-06-30
Jpmorgan Chase & Co$1M02026-06-30
Goldman Sachs Group Inc$972.8K02026-06-30
Pallas Capital Advisors, LLC$969.3K272026-06-30
Mercer Global Advisors Inc /adv$932.6K02026-06-30
Curran Financial Partners, LLC$913K162026-06-30
O'Shaughnessy Asset Management, LLC$887.9K582026-06-30
Concurrent Investment Advisors, LLC$863.5K3492026-06-30
Apollon Wealth Management, LLC$841.5K1512026-06-30
Qube Research & Technologies Ltd$837.1K02026-06-30
Clay Northam Wealth Management$819.2K22026-06-30
Family Office Research LLC$819.1K32026-06-30
Mezzasalma Advisors, LLC$804.1K72026-06-30
Siligmueller & Norvid Wealth Advisors LLC$800.7K02025-09-30
Cannon Advisors, Inc.$797.3K62026-06-30
Evolution Wealth Advisors, LLC$787.9K82026-06-30
Wealth Enhancement Advisory Services, LLC$769.7K1,0262026-06-30
Captrust Financial Advisors$759.8K9622026-06-30
Onedigital Investment Advisors LLC$759.5K3862026-06-30
Savant Wealth Management$742.9K4052026-06-30
Mgb Wealth Management, LLC$717.9K02025-12-31
Mission Financial Group, LLC$691K62026-06-30
Hbk Sorce Advisory LLC$688.7K732026-06-30
Corient Private Wealth LP$684.3K6742026-06-30
Moseley Investment Management Inc$673.4K42026-03-31
Sax Wealth Advisors, LLC$654.9K422026-06-30
Wilson & Boucher Capital Management, LLC$624.1K22026-06-30
Wny Asset Management, LLC$622.4K292026-06-30
Comprehensive Money Management Services LLC$622K02026-06-30
Interactive Financial Advisors, Inc.$621.3K342026-06-30
Redw Wealth LLC$612.9K82026-06-30
Equitable Holdings, Inc.$605.7K02026-06-30
Essex Financial Services, Inc.$600.7K332026-06-30
Check Capital Management Inc/ca$599.7K92026-03-31
Prime Capital Financial$591.8K2652026-06-30
McKinley Carter Wealth Services, Inc.$584.3K252026-06-30
Bostonpremier Wealth$583.8K72026-06-30
Christensen, King & Associates Investment Services, Inc.$581K92026-06-30
Ep Wealth Advisors, LLC$572.9K3382026-06-30
Ifg Advisory, LLC$570.9K1102026-06-30
Blackrock, Inc.$565.7K02026-06-30
Hb Wealth Management, LLC$551.6K1692026-06-30
Strategic Blueprint, LLC$547K552026-06-30
Patriot Investment Management Group, Inc.$543.5K152026-06-30
Xy Planning Network, Inc.$540.2K02026-06-30
Atlantic Union Bankshares Corp$535K02026-06-30
Harbour Investments, Inc.$527.4K2472026-06-30
World Investment Advisors$526.1K3592026-06-30
Exencial Wealth Advisors, LLC$506.1K02026-03-31
Sanctuary Advisors, LLC$494K4012026-06-30
Madrid Wealth Management, LLC$483.2K42026-06-30
Destination Wealth Management$479.3K372026-06-30
Verity Wealth Advisors, LLC$478.1K22026-06-30
Moneta Group Investment Advisors LLC$475.4K2562026-06-30
Accurate Wealth Management, LLC$470K492026-06-30
Stifel Financial Corp$461.5K02026-06-30
Lido Advisors, LLC$456.7K3202026-06-30
Wealthcare Capital Management LLC$444.6K322026-06-30
Coastline Trust Co$436.3K02026-06-30
Oppenheimer & Co. Inc.$434.2K1,1662026-06-30
Rockefeller Capital Management LP$434K3462026-06-30
Western Wealth Management, LLC$432.8K1122026-06-30
Root Financial Partners, LLC$431.7K642026-06-30
Financial Partners Group, Inc$429.5K92026-06-30
Focus Financial$420.6K1212026-06-30
Aqr Capital Management LLC$405.2K12026-06-30
Fifth Third Bancorp$401.2K02026-06-30
Pfg Advisors$400K832026-06-30
Compound Planning, Inc.$396.9K752026-06-30
Collective Family Office, LLC$389.4K42026-06-30
Merit Financial Group, LLC$387.9K2952026-06-30
Stratos Wealth Partners, Ltd.$386.5K3862026-06-30
Integrity Advisory Solutions, LLC$365.1K1272026-06-30
Vise Technologies, Inc.$362.4K02026-06-30
Embree Financial Group$357K132026-06-30
Pfg Private Wealth Management, LLC$353.4K62026-06-30
Mather Group, Llc.$351.4K1102026-06-30
Citizens Financial Group Inc/ri$349K02026-06-30
Archford Capital Strategies, LLC$348.9K162026-06-30
Tradition Wealth Management, LLC$343.5K232026-06-30
Selective Wealth Management, Inc.$342.5K92026-06-30
Comerica Bank$338.6K02025-12-31
Private Advisor Group, LLC$336.5K9272026-06-30
Eq LLC$328.4K92026-06-30
Cfo4life Group, LLC$327.3K02026-06-30
Boyum Wealth Architects LLC$313.8K122026-06-30
Detalus Advisors, LLC$303.6K132026-06-30
Foundations Investment Advisors, LLC$302.8K3022026-06-30
Symmetry Partners, LLC$298.3K232026-06-30
Bouchey Financial Group, Ltd.$296.5K112026-06-30
Destiny Wealth Partners, LLC$293.9K162026-06-30
Balance Wealth$286K92026-06-30
Cedar Wealth Management, LLC$284.7K32026-06-30
Crews Bank & Trust$279.5K02026-06-30
Perennial Investment Advisors, LLC$277.2K492026-06-30
Benchmark Financial Wealth Advisors, LLC$275.8K82026-06-30
Rinkey Investments$269.9K102026-06-30
Newedge Advisors$268.6K6012026-06-30
American Financial Advisors, LLC$263.7K22026-06-30
Equitable Trust Co$263.4K02026-06-30
Focus Partners Advisor Solutions, LLC$261.3K422026-06-30
Sigma Planning Corp$259.4K4742026-06-30
Invst, LLC$256.6K332026-06-30
Pure Financial Advisors, LLC$255.2K882026-06-30
Cauble & Harre Wealth Management, Inc.$251.4K42026-06-30
Monon Wealth Management$251.3K72026-06-30
Abich Financial Wealth Management LLC$249.2K72025-09-30
Ashton Thomas Private Wealth, LLC$246.3K962026-06-30
Jim Saulnier & Associates, LLC$244.5K52026-06-30
D. E. Shaw & Co., LP$241.3K02026-06-30
Vaughan & Co Securities, Inc.$241.1K22026-06-30
Vestgen Advisors, LLC$237.6K582026-06-30
Wedmont Private Capital$230.8K122026-06-30
Wealthspire Advisors, LLC$229.5K2372026-06-30
Retirement Planning Group, LLC$228.6K02026-06-30
Boston Trust Walden Inc.$226.9K02026-06-30
Marshall Wace, LLP$217.6K02026-06-30
Florida Trust Wealth Management Co$217.2K02026-06-30
Cresset Asset Management, LLC$216.7K2122026-06-30
Sather Financial Group Inc$212.4K92026-06-30
Strategic Wealth Investment Group, LLC$211.1K332026-06-30
Widmann Financial Services, Inc.$204K72026-06-30
Concord Wealth Partners$201K112026-06-30
Allworth Financial, LP$195.8K3172026-06-30
CIBC Private Wealth Group LLC$178.7K02025-12-31
Arax Advisory Partners$176.9K2322026-06-30
Assetmark, Inc$164.7K2202026-06-30
Jfs Wealth Advisors, LLC$164.2K332026-06-30
Aptus Capital Advisors, LLC$152K212026-06-30
Global Retirement Partners LLC$141K4912026-06-30
Lom Asset Management Ltd$140.5K02026-06-30
Financial Life Planners$129.5K42026-06-30
Strategic Investment Advisors / Mi$118.8K02026-06-30
Glenmede Trust Co NA$115.9K62026-06-30
Blair William & Co/il$111.9K3292026-06-30
Brooklyn Fi, LLC$90.6K152026-06-30
Kilter Group LLC$64.4K82026-06-30
Cassaday & Co Wealth Management LLC$64.1K472026-06-30
Capital Investment Advisory Services, LLC$63K1032026-06-30
Mascoma Wealth Management$62.7K112026-06-30
St Germain D J Co Inc$62.2K02026-06-30
Corecap Advisors, LLC$62.1K1182026-06-30
Financial Network Wealth Advisors LLC$59.5K72026-06-30
Evermay Wealth Management LLC$57.8K232026-06-30
Kelleher Financial Advisors$56.7K42026-06-30
Mv Capital Management, Inc.$55.1K82026-06-30
Citigroup Inc$54.5K02026-06-30
Compass Financial Management LLC$48.2K462026-06-30
Horizon Investments, LLC$46.7K272026-06-30
Harris Associates L P$46.5K42026-06-30
Federation Des Caisses Desjardins Du Quebec$44K02026-06-30
Finley Financial, LLC$41.3K12026-06-30
Oakmont Advisory Group, LLC$41.2K32026-06-30
United Financial Planning Group LLC$39.7K42026-06-30
TD Waterhouse Canada Inc.$38.3K02026-06-30
Heritage Wealth Advisors$37.8K152026-06-30
Godsey & Gibb, Inc$34.9K142026-06-30
Reap Financial Group, LLC$32.5K72026-06-30
Harbor Asset Planning, Inc.$32.1K22026-06-30
Crewe Advisors LLC$31.8K262026-06-30
Jnba Financial Advisors$30.4K302026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$30.1K02026-06-30
Key Financial, Inc.$29.7K82026-06-30
Cherry Tree Wealth Management, LLC$28.6K92026-03-31
Central Trust Co$27.7K02026-06-30
Franklin Resources Inc$24.8K02026-06-30
Pacific Center for Financial Services$24.6K52026-06-30
Provenance Wealth Advisors$24.3K182026-06-30
Morris Financial Concepts, Inc.$22.7K12026-06-30
Ifp Advisors, Inc$21.4K3182026-06-30

The 250 largest of 300 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30