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Disclosery

TECB ISHARES TR

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US TECH BRKTHR (fund)

75 managers (75 13F filers) reported a position in TECB shares at 2024-12-31, 5,757,682 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
75
13F filers
75
New
11
Added
28
Reduced
17
Sold out
8
Shares held by filers
5,757,682

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.4,480,387$238M0.5%-228,08913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/329,889$17.5M<0.01%-14,15413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC137,286$7.3M<0.01%+12,49013F-HRTimelineGroup
LPL Financial LLC100,515$5.35M<0.01%-18613F-HRTimeline
Trek Financial, LLC75,663$4.02M0.3%+20,40913F-HRTimeline
VALLEY NATIONAL ADVISERS INC53,993$2.87M0.52%+19,77513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT47,731$2.54M0.31%-1,68313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,967$1.86M<0.01%+34213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,371$1.77M<0.01%+8,31413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,785$1.74M<0.01%+14,30513F-HRTimelineGroup
Stonebridge Financial Planning Group, L…30,986$1.65M0.74%+8,27513F-HRTimeline
Private Advisor Group, LLC26,915$1.43M0.01%+1,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,912$1.38M<0.01%13F-HR/ATimelineGroup
Sigma Planning Corp21,525$1.14M0.04%+71713F-HRTimeline
Austin Wealth Management, LLC20,752$1.12M0.23%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,722$1.1M0.02%+26713F-HRTimelineGroup
Advisory Services Network, LLC20,325$1.08M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,046$1.07M<0.01%-4,25813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,792$893K<0.01%+1,25413F-HRTimelineGroup
AE Wealth Management LLC14,505$772K0.01%-20413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,410$713K<0.01%+22513F-HR/ATimelineGroup
BRASADA CAPITAL MANAGEMENT, LP12,188$636K0.11%+36313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,861$631K0.03%-2213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC10,477$557K0.01%-37013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC10,416$554K0.21%+2,88113F-HR/ATimeline
Cetera Investment Advisers10,151$540K<0.01%-32013F-HRTimeline
UBS Group AGin group UBS Group AG9,800$521K<0.01%+9,28513F-HRTimelineGroup
PFG Investments, LLC9,515$506K0.03%+22613F-HRTimeline
Atria Wealth Solutions, Inc.9,079$483K0.01%+24513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,754$466K<0.01%-2513F-HRTimelineGroup
EHRLICH FINANCIAL GROUP8,481$451K0.32%+2,51913F-HRTimeline
United Advisor Group, LLC8,017$426K0.08%+1,26513F-HRTimeline
Mariner, LLCin group Mariner, LLC7,994$425K<0.01%+54313F-HRTimelineGroup
HighTower Advisors, LLC7,523$400K<0.01%+46513F-HRTimeline
Marshall Financial Group, LLC6,282$334K0.08%-213F-HRTimeline
CWM, LLCin group CWM, LLC6,123$326K<0.01%-7513F-HRTimelineGroup
Aviance Capital Partners, LLC5,803$309K0.04%+79513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,339$284K<0.01%+3,11713F-HR/ATimelineGroup
Clark Wealth Partners5,325$283K0.22%13F-HRTimeline
OLD MISSION CAPITAL LLC5,085$270K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,967$264K0.03%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,427$235K0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,050$215K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning3,920$209K<0.01%new13F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC3,335$178K0.03%new13F-HRTimelineGroup
FMR LLCin group FMR LLC3,113$166K<0.01%-8913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,810$149K<0.01%-3,16613F-HRTimelineGroup
CENTRAL TRUST Co2,400$128K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,773$94.3K<0.01%+3513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,552$82.6K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,338$71.2K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,252$66.6K<0.01%-5,93913F-HRTimelineGroup
Allworth Financial LP950$52.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$42.6K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.465$24.7K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$21.3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC385$20.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\370$19.7K<0.01%+3113F-HRTimelineGroup
TD Capital Management LLC353$18.8K<0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.300$16K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC300$16K<0.01%-7113F-HRTimeline
Sound Income Strategies, LLC268$14.3K<0.01%+313F-HRTimeline
Clearstead Advisors, LLC245$13K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC224$11.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO221$11.8K<0.01%+14913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.166$8.83K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC160$8.51K<0.01%-6313F-HRTimeline
Steward Partners Investment Advisory, L…118$6.28K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC88$4.68K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC69$3K<0.01%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56$2.98K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$2.29K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39$2.07K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC35$1.86K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.