Funds · XT

Who owns XT?

Institutional ownership of iShares Exponential Technologies ETF from Form 13F, Q2 2026

286 institutional managers reported holding iShares Exponential Technologies ETF (XT) in Form 13F filings for Q2 2026, with 7,635,706 shares worth $630M. The largest reported holder was LPL Financial LLC. Managers that filed both quarters added a net 7,832 shares (+0.1%). 40 opened new positions and 17 sold out.

Funds holding
286
Value held
$630M
New / sold out
40 / 17
Net shares, same filers
+0.1%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of XT

FundValueShare of 13F holdingsSharesMove
LPL Financial LLC$50.9M8.1%616,361Trimmed
Baird Financial Group, Inc.$46.1M7.3%557,561Trimmed
Ameriprise Financial Inc$45.1M7.1%544,882Trimmed
Commonwealth Equity Services, LLC$27.0M4.3%326,745Trimmed
Bank of America Corp$22.8M3.6%276,028Trimmed
UBS Group AG$21.9M3.5%264,698Trimmed
Wealthcare Advisory Partners LLC$21.9M3.5%264,664Added
Morgan Stanley$19.9M3.1%240,445Added
Raymond James Financial Inc$19.4M3.1%234,347Added
New England Private Wealth Advisors LLC$17.1M2.8%216,534Added
Wharton Business Group, LLC$16.8M2.7%202,875Unchanged
Stratos Investment Management, LLC$12.8M2.0%155,271Trimmed
Arkadios Wealth Advisors$11.4M1.8%138,057Added
Private Advisory Group LLC$11.1M1.8%134,343Added
Betterment LLC$10.4M1.6%125,622Trimmed
Clearwater Capital Advisors, LLC$10.1M1.6%121,987Trimmed
Mariner, LLC$9.2M1.5%111,596Trimmed
Brookstone Capital Management$9.2M1.5%111,331Added
CFS Investment Advisory Services, LLC$9.0M1.4%109,236Trimmed
Barrett & Company, Inc.$8.5M1.3%102,727Added
Daymark Wealth Partners, LLC$7.6M1.2%92,019Added
Savvy Advisors, Inc.$7.6M1.2%91,405Added
Cetera Investment Advisers$7.2M1.1%86,556Added
Wells Fargo & Company$7.1M1.1%86,293Added
CIBC World Market Inc.$7.0M1.1%84,743Trimmed

Share of 13F holdings is each fund's shares as a share of the 7,635,706 XT shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $34.5M and sold $33.2M; 68 added and 88 trimmed.

Questions about XT ownership

Who owns XT stock?
286 institutional investment managers reported XT positions in their Form 13F filings for Q2 2026, holding 7,635,706 shares worth $630M in total. LPL Financial LLC reported the largest position.
Are funds buying or selling XT?
In Q2 2026, 40 managers opened new XT positions, 68 added, 88 trimmed and 17 sold out. Managers that filed in both quarters added a net 7,832 shares.
How current is this XT institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to XT by CUSIP. Options are left out. XT news and filings · XT insider trades · Top funds