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Disclosery

XT ISHARES TR

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FUTU EXPO TE ETF (fund)

245 managers (249 13F filers) reported a position in XT shares at 2024-12-31, 43,402,615 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
245
13F filers
249
New
20
Added
76
Reduced
80
Sold out
14
Shares held by filers
43,402,615

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
BARCLAYS PLCin group BARCLAYS PLC492$29.4K<0.01%013F-HR/ATimelineGroup
Capital Investment Advisory Services, L…467$27.9K<0.01%-25013F-HRTimeline
GODSEY & GIBB, INC423$25.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC419$25K0.01%013F-HRTimeline
JNBA Financial Advisors400$23.9K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.398$23.7K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC384$22.9K<0.01%new13F-HRTimelineGroup
Key Financial Inc360$21.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co335$20K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC334$19.9K0.01%013F-HRTimeline
PrairieView Partners, LLC322$19K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources300$17.9K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC259$15.5K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.256$15.3K0.01%013F-HRTimeline
Sage Mountain Advisors LLC252$15K<0.01%013F-HRTimeline
EASTERN BANK229$13.7K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…205$12.8K<0.01%-9413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC210$12.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.200$12K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…187$11.2K<0.01%+15413F-HRTimelineGroup
Abound Wealth Management167$9.99K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC153$9.13K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$8.95K<0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC150$8.95K<0.01%new13F-HRTimeline
Blue Trust, Inc.150$8.95K<0.01%new13F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…125$7.46K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC111$6.62K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC111$6.62K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC109$6.5K<0.01%013F-HRTimeline
Main Street Group, LTD101$5.99K<0.01%+113F-HRTimeline
Hopwood Financial Services, Inc.75$4.47K<0.01%13F-HRTimeline
Balentine LLC74$4.42K<0.01%013F-HRTimeline
Piscataqua Savings Bank50$2.98K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC47$2.86K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC46$2.76K<0.01%13F-HRTimeline
Versant Capital Management, Inc24$1.43K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…23$1.37K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22$1.31K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.22$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON BANCORP INC /IN/17$1K<0.01%-2913F-HRTimeline
First Horizon Advisors, Inc.13$775<0.01%-1,02813F-HRTimeline
NewSquare Capital LLC5$298<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.4$239<0.01%013F-HRTimeline
West Oak Capital, LLC300$1790.01%013F-HR/ATimeline
TSFG, LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.