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Disclosery

TECB ISHARES TR

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US TECH BRKTHR (fund)

90 managers (90 13F filers) reported a position in TECB shares at 2026-03-31, 5,125,263 shares in all. 6 filers opened a position and 14 filers sold out during the quarter.

Managers
90
13F filers
90
New
6
Added
26
Reduced
27
Sold out
14
Shares held by filers
5,125,263

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.3,952,438$219M0.45%+17,00913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/297,618$16.5M<0.01%-14,97813F-HRTimelineGroup
NorthRock Partners, LLC94,890$5.26M0.08%-28513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,890$3.54M<0.01%+5,92013F-HRTimelineGroup
LPL Financial LLC48,832$2.71M<0.01%-5,75213F-HRTimeline
Advisory Services Network, LLC41,419$2.3M0.03%+1,36913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT38,040$2.11M0.24%+2,77213F-HRTimeline
GTS SECURITIES LLC37,850$2.1M0.07%013F-HRTimeline
Stonebridge Financial Planning Group, L…36,204$2.01M0.74%-96413F-HRTimeline
VALLEY NATIONAL ADVISERS INC29,048$1.61M0.21%-7,98113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,766$1.48M<0.01%-11,65613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,572$1.42M<0.01%+20,80413F-HRTimelineGroup
Sigma Planning Corp24,325$1.35M0.04%+2,19513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,053$1.22M<0.01%-3,08313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC21,627$1.2M0.03%+213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,365$1.02M<0.01%+3,76013F-HRTimelineGroup
Austin Wealth Management, LLC17,428$985K0.22%-35413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,628$978K<0.01%+2,90213F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA16,685$926K0.02%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,539$918K<0.01%-3,42213F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,466$858K<0.01%+20413F-HRTimelineGroup
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC13,668$854K0.27%+1,43913F-HRTimeline
Mariner, LLCin group Mariner, LLC15,026$834K<0.01%+35213F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,605$810K<0.01%+21613F-HRTimelineGroup
Private Advisor Group, LLC13,667$758K<0.01%-1,87313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,236$679K0.04%+4213F-HRTimelineGroup
Cetera Investment Advisers12,054$669K<0.01%-36013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,200$621K<0.01%-33,50013F-HRTimelineGroup
PFG Investments, LLC10,708$594K0.03%-1,05013F-HRTimeline
FMR LLCin group FMR LLC10,373$575K<0.01%+3,74713F-HRTimelineGroup
United Advisor Group, LLC10,226$567K0.07%+1,15713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,770$542K<0.01%-19,23913F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP9,555$540K0.1%-1,20713F-HRTimeline
CERTUITY, LLC8,552$474K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC7,718$428K<0.01%-20313F-HRTimeline
Fiduciary Alliance LLC6,397$387K0.02%-84813F-HRTimeline
HighTower Advisors, LLC6,829$379K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,790$364K<0.01%+5,80013F-HR/ATimelineGroup
Waterford Advisors, LLC12,548$304K0.1%new13F-HRTimeline
Rehmann Capital Advisory Group5,203$289K0.02%+2613F-HRTimeline
Farther Finance Advisors, LLC4,953$277K<0.01%-37513F-HRTimeline
AE Wealth Management LLC4,729$262K<0.01%+23513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,509$250K<0.01%+3213F-HRTimelineGroup
RFG Advisory, LLC4,322$240K<0.01%+58313F-HRTimeline
J.W. COLE ADVISORS, INC.4,250$236K0.01%+213F-HRTimeline
Cambridge Investment Research Advisors,…4,231$235K<0.01%-7013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,135$229K0.03%013F-HRTimeline
Summit Financial, LLC4,135$229K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,093$227K<0.01%-61613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,981$221K<0.01%+64213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,315$128K<0.01%-60413F-HRTimelineGroup
Clark Wealth Partners1,813$101K0.07%-7713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,552$100K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,690$93.8K<0.01%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,662$92.2K<0.01%+3513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,378$76.5K<0.01%-3613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,084$60.1K<0.01%+17913F-HRTimelineGroup
Allworth Financial LP1,046$58K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,000$55.5K<0.01%013F-HRTimeline
STEPH & CO850$47.2K0.01%013F-HRTimeline
DAGCO, INC.846$46.9K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$44.4K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…678$37.6K0.03%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$28K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$27.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.419$23.2K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$22.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.375$20.8K<0.01%013F-HRTimeline
TD Capital Management LLC354$19.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…301$16.7K<0.01%013F-HRTimeline
IFP Advisors, Inc283$15.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…279$15.5K<0.01%-1,41713F-HRTimelineGroup
Sound Income Strategies, LLC268$15K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp228$14.3K0.01%-32613F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC222$12.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC200$11.1K<0.01%013F-HRTimeline
2UniFi Bank173$9.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC160$8.88K<0.01%-513F-HRTimeline
Sunbelt Securities, Inc.157$8.71K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC138$7.66K<0.01%013F-HRTimeline
Abound Wealth Management79$4.39K<0.01%013F-HRTimeline
REAP Financial Group, LLC68$3.78K<0.01%-11213F-HRTimeline
PFS Partners, LLC66$3.64K<0.01%013F-HRTimeline
AlphaCore Capital LLC62$3.46K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$2.39K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.36$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC32$1.77K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV22$1.22K<0.01%013F-HRTimeline
Strive Financial Group ,LLC23$1K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC15$849<0.01%013F-HRTimeline