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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 2025-03-31, 5,497,171 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
75
13F filers
75
New
12
Added
24
Reduced
21
Sold out
12
Shares held by filers
5,497,171

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.4,321,854$211M0.45%-158,53313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/267,574$13.1M<0.01%-62,31513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC151,600$7.41M<0.01%+14,31413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,478$3.06M<0.01%+29,10713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC50,644$2.48M0.03%+40,16713F-HRTimeline
VALLEY NATIONAL ADVISERS INC49,431$2.42M0.44%-4,56213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT40,996$2M0.25%-6,73513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,100$1.96M<0.01%new13F-HRTimelineGroup
LPL Financial LLC35,727$1.75M<0.01%-64,78813F-HRTimeline
Stonebridge Financial Planning Group, L…35,315$1.73M0.79%+4,32913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,427$1.68M<0.01%+21,01713F-HRTimelineGroup
Advisory Services Network, LLC29,650$1.45M0.03%+9,32513F-HRTimeline
Sigma Planning Corp22,602$1.11M0.04%+1,07713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,470$1.1M<0.01%-3,44213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,377$1.04M<0.01%+1,33113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21,179$1.04M0.02%+45713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,947$975K<0.01%new13F-HR/ATimelineGroup
Austin Wealth Management, LLC19,762$972K0.19%-99013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,810$822K<0.01%-15,97513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,400$606K<0.01%new13F-HR/ATimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,177$596K0.03%+31613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,081$591K<0.01%+4,08713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,029$589K<0.01%+9,21913F-HR/ATimelineGroup
Private Advisor Group, LLC11,770$576K<0.01%-15,14513F-HRTimeline
Cetera Investment Advisers10,975$537K<0.01%+82413F-HRTimeline
PFG Investments, LLC10,741$525K0.03%+1,22613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP11,799$510K0.1%-38913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC10,352$506K0.2%-6413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,658$486K0.01%+7,40613F-HRTimelineGroup
Farther Finance Advisors, LLC8,765$431K0.01%new13F-HRTimeline
United Advisor Group, LLC8,392$410K0.08%+37513F-HRTimeline
Atria Wealth Solutions, Inc.8,369$409K<0.01%-71013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,912$387K<0.01%-27,05513F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,857$384K<0.01%-1,94313F-HRTimelineGroup
HighTower Advisors, LLC7,590$371K<0.01%+6713F-HRTimeline
CWM, LLCin group CWM, LLC6,013$294K<0.01%-11013F-HRTimelineGroup
Aviance Capital Partners, LLC6,011$294K0.04%+20813F-HRTimeline
Marshall Financial Group, LLC5,809$284K0.06%-47313F-HRTimeline
AE Wealth Management LLC5,504$269K<0.01%-9,00113F-HRTimeline
Clark Wealth Partners5,185$254K0.19%-14013F-HRTimeline
RFG Advisory, LLC4,881$239K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,866$238K0.03%-10113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,477$219K<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning4,402$215K<0.01%+48213F-HRTimelineGroup
FMR LLCin group FMR LLC4,339$212K<0.01%+1,22613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,957$194K<0.01%-1,38213F-HRTimelineGroup
CENTRAL TRUST Co2,400$117K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,773$86.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,590$77.8K<0.01%+1,22013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,552$75.9K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,338$65.4K0.01%013F-HRTimeline
Allworth Financial LP1,013$49.8K<0.01%+6313F-HRTimeline
STEPH & CO900$44K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$39.1K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…593$29K<0.01%+55013F-HRTimelineGroup
Capital Investment Advisory Services, L…509$24.9K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.465$22.7K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$19.6K<0.01%013F-HRTimeline
TD Capital Management LLC353$17.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.300$15K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC300$14.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC268$13.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC245$12K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC224$11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC160$7.82K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN137$6.7K<0.01%+9813F-HRTimelineGroup
Steward Partners Investment Advisory, L…118$5.77K<0.01%013F-HRTimeline
IFP Advisors, Inc108$5.28K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC88$4.3K<0.01%013F-HRTimeline
Abound Wealth Management79$3.87K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$3.52K<0.01%-14913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…72$3.52K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.45$2.2K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC15$746<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.