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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
Financial Engines Advisors L.L.C.34,675,164$2.07B4.35%+451,28813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/714,573$42.6M<0.01%-22,70713F-HRTimelineGroup
LPL Financial LLC692,872$41.3M0.02%-6,24613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY554,355$33.1M<0.01%+222,18913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC369,657$22.1M0.01%-92,44813F-HRTimelineGroup
UBS Group AGin group UBS Group AG367,760$21.9M<0.01%-7,34613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding355,403$21.2M-39,164Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.262,924$15.7M0.03%+202,39513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC248,068$14.8M0.02%-33,85813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,006$14.1M0.01%13F-HR/ATimelineGroup
New England Private Wealth Advisors LLC208,972$12.5M1.98%-46,83913F-HRTimeline
CWM, LLCin group CWM, LLC207,531$12.4M0.05%+182,71613F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding201,072$12M+37,001Timeline
Mariner, LLCin group Mariner, LLC166,055$9.91M0.02%+1,97913F-HRTimelineGroup
Dynamic Advisor Solutions LLC162,157$9.67M0.42%+96613F-HRTimeline
Betterment LLC133,701$7.98M0.02%+1,19713F-HRTimeline
CFS Investment Advisory Services, LLC120,600$7.2M0.65%-1,37113F-HRTimeline
Segment Wealth Management, LLC119,680$7.14M0.49%-4,40413F-HRTimeline
Orion Porfolio Solutions, LLC114,644$6.84M0.07%-2,84813F-HRTimeline
Orion Portfolio Solutions, LLC114,644$6.84M0.07%-2,84813F-HRTimeline
Archford Capital Strategies, LLC112,905$6.74M1.02%-4,06013F-HRTimeline
Clearwater Capital Advisors, LLC105,816$6.31M0.62%+2,13413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding102,830$6.13M-23,442Timeline
VAUGHAN & Co SECURITIES, INC.98,869$5.9M3.56%+7213F-HRTimeline
CIBC WORLD MARKET INC.91,699$5.47M0.01%-56113F-HRTimeline
BARRETT & COMPANY, INC.88,908$5.3M2.24%+68813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC88,021$5.25M0.22%+1,83113F-HR/ATimeline
OLD MISSION CAPITAL LLC81,668$4.87M0.11%new13F-HRTimeline
Destiny Wealth Partners, LLC80,624$4.81M0.79%+70813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management79,276$4.73M0.07%-2,53313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,075$4.36M0.02%+44,34013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73,014$4.36M<0.01%-91,22313F-HRTimelineGroup
MGO ONE SEVEN LLC70,548$4.21M0.16%+8,23813F-HRTimeline
Wharton Business Group, LLC69,970$4.17M0.19%+5,23013F-HRTimeline
Valmark Advisers, Inc.61,265$3.66M0.06%+2,24713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC52,100$3.11M<0.01%+42,00013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…49,485$2.95M0.5%+14713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,984$2.92M<0.01%+1,21013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,784$2.85M<0.01%-23,27413F-HRTimelineGroup
HighTower Advisors, LLC46,027$2.75M<0.01%-2,36013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,671$2.67M<0.01%+26,38013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC43,556$2.6M0.01%-46,99613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,335$2.53M0.01%-16613F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC40,993$2.45M0.1%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,446$2.41M<0.01%+7,94513F-HRTimelineGroup
Rothschild Wealth LLC37,891$2.26M0.66%+22,30413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC36,443$2.17M0.07%-3,39413F-HRTimeline
Strategic Wealth Investment Group, LLC35,349$2.11M0.23%-70313F-HR/ATimeline
Alpha Financial Advisors, LLC35,177$2.1M0.95%-336,30613F-HRTimeline
PFG Advisors34,146$2.04M0.12%+2,58813F-HRTimeline
Integrated Wealth Concepts LLC33,523$2M0.02%+4,19213F-HRTimeline
Berger Financial Group, Inc32,936$1.96M0.14%-5,67713F-HRTimeline
FMR LLCin group FMR LLC31,101$1.86M<0.01%+3,10413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.30,733$1.83M0.01%-12013F-HRTimeline
SVB WEALTH LLC30,610$1.83M0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…30,238$1.8M0.01%-94113F-HRTimeline
AlphaCore Capital LLC25,856$1.54M0.33%-147,60813F-HRTimeline
Qube Research & Technologies Ltd25,226$1.5M<0.01%new13F-HRTimeline
GTS SECURITIES LLC25,194$1.5M0.07%new13F-HRTimeline
Fortress Financial Solutions, LLC24,729$1.48M2.1%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,648$1.41M<0.01%-29,27913F-HRTimelineGroup
Gladstone Institutional Advisory LLC22,443$1.34M0.06%+99213F-HRTimeline
Kingsview Wealth Management, LLC21,245$1.27M0.02%+1,92913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,072$1.26M<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC21,006$1.25M0.05%+32413F-HRTimeline
VALLEY NATIONAL ADVISERS INC20,963$1.25M0.22%-35513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,611$1.23M<0.01%+16,31513F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC20,483$1.22M0.09%013F-HRTimeline
BostonPremier Wealth LLC18,912$1.13M0.68%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,907$1.13M<0.01%-2,14113F-HRTimelineGroup
MAI Capital Management18,889$1.13M0.01%+38113F-HRTimeline
Crescent Grove Advisors, LLC18,759$1.12M0.11%-13,32513F-HRTimeline
SAX WEALTH ADVISORS, LLC18,565$1.11M0.09%+7713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,000$1.07M<0.01%+5,81813F-HRTimeline
Family Office Research LLC17,821$1.06M0.47%13F-HRTimeline
IFP Advisors, Inc16,983$1.01M0.03%-94313F-HRTimeline
Essential Planning, LLC.16,250$988K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC16,467$982K0.16%-1,12613F-HRTimeline
SPC Financial, Inc.16,136$963K0.08%+5413F-HRTimeline
Sowell Financial Services LLC15,374$917K0.05%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,301$913K<0.01%-83,68513F-HRTimelineGroup
AE Wealth Management LLC14,983$894K0.01%+1,20713F-HRTimeline
IHT Wealth Management, LLC14,872$887K0.03%-41213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,757$880K<0.01%+1,36113F-HRTimelineGroup
Cetera Investment Advisers14,548$868K<0.01%-55613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,112$842K<0.01%+1,37613F-HR/ATimelineGroup
COURIER CAPITAL LLC13,121$783K0.05%+7313F-HRTimeline
Private Advisor Group, LLC12,775$762K<0.01%+1,08713F-HRTimeline
Ally Invest Advisors Inc.12,714$759K0.07%+2,15613F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA12,450$743K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,187$727K0.11%013F-HRTimeline
VERITY Wealth Advisors11,780$703K0.51%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC11,634$694K0.07%-65313F-HRTimeline
Econ Financial Services Corp11,374$679K0.39%new13F-HRTimeline
REDW Wealth LLC11,240$671K0.23%-7,33413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,203$668K<0.01%+8713F-HR/ATimeline
Uniting Wealth Partners, LLC10,953$653K0.32%13F-HRTimeline
MONECO ADVISORS, LLC10,612$633K0.07%-13013F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,582$631K0.01%+1,66713F-HRTimelineGroup
Evolution Wealth Advisors, LLC10,305$615K0.1%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…10,020$608K<0.01%-78,30013F-HRTimelineGroup
Clay Northam Wealth Management, LLC10,171$607K0.39%-7013F-HRTimeline
HBK Sorce Advisory LLC10,090$602K0.02%-713F-HRTimeline
Abbot Financial Management, Inc.10,027$598K0.3%-72713F-HRTimeline
Destination Wealth Management10,010$597K0.02%-9213F-HRTimeline
Creative Planningin group Creative Planning9,888$590K<0.01%+2,26213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL9,853$588K<0.01%+18013F-HRTimeline
Mezzasalma Advisors, LLC9,731$581K0.19%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,664$577K0.3%-28013F-HRTimeline
MGB Wealth Management, LLC9,454$564K0.18%+3413F-HRTimeline
Lane & Associates LLC9,074$563K0.29%-1,58513F-HRTimeline
CX Institutional9,405$561K0.02%+1,32613F-HRTimeline
Wilson & Boucher Capital Management, LLC9,051$540K0.38%-57013F-HRTimeline
Wealthfront Advisers LLC8,908$531K<0.01%+53913F-HR/ATimeline
WNY Asset Management, LLC8,883$530K0.07%-65013F-HRTimeline
EP Wealth Advisors, LLC8,710$520K<0.01%+1,69513F-HRTimeline
Janney Montgomery Scott LLC8,707$519K<0.01%+60113F-HRTimeline
Comprehensive Money Management Services…8,643$516K0.43%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,566$511K0.02%+13713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,296$495K0.04%-86413F-HRTimeline
Prime Capital Investment Advisors, LLC8,192$489K0.01%+92413F-HRTimeline
Strategic Blueprint, LLC8,181$488K0.03%-3,29713F-HRTimeline
HB Wealth Management, LLC8,025$479K<0.01%-97513F-HRTimeline
Cannon Advisors, Inc.7,925$473K0.4%+52113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,816$466K0.03%-57913F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC7,710$460K0.18%-80513F-HRTimeline
Financial Partners Group, Inc7,693$459K0.07%-36013F-HRTimeline
Sandy Spring Bank7,634$455K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,574$452K<0.01%+2,06313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,210$430K<0.01%-10213F-HRTimeline
Beacon Pointe Advisors, LLC7,185$429K<0.01%-17413F-HRTimeline
McKinley Carter Wealth Services, Inc.7,093$423K0.03%+2213F-HRTimeline
World Investment Advisors6,958$415K0.01%new13F-HRTimeline
GWN SECURITIES INC.6,914$414K0.11%13F-HRTimeline
Christensen, King & Associates Investme…6,675$408K0.19%-34213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners6,748$403K0.07%-5,31213F-HRTimelineGroup
Venturi Wealth Management, LLC6,188$369K0.02%+113F-HRTimeline
OneDigital Investment Advisors LLC6,050$361K<0.01%+17913F-HRTimeline
Focus Financial Network, Inc.5,862$350K0.01%-32213F-HRTimeline
Accurate Wealth Management, LLC5,701$338K0.06%-3113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …5,646$337K0.2%+62413F-HRTimeline
Symmetry Partners, LLC5,629$336K0.05%-5113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,445$335K0.05%+48413F-HRTimeline
NewEdge Advisors, LLC5,461$326K<0.01%+33913F-HRTimeline
Farther Finance Advisors, LLC5,381$321K0.01%+5,25713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,311$317K0.01%013F-HRTimeline
Root Financial Partners, LLC5,290$316K0.04%+1,70513F-HRTimeline
Coastline Trust Co5,280$315K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMERICA BANK5,273$315K<0.01%-50013F-HR/ATimeline
Hutchens & Kramer Investment Management…5,218$311K0.17%-37113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,131$306K0.06%-55213F-HRTimeline
EQ LLC4,902$292K0.14%-1913F-HRTimeline
GPS Wealth Strategies Group, LLC4,886$292K0.04%+3813F-HRTimeline
Sanctuary Advisors, LLC4,600$287K<0.01%-33013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,763$284K<0.01%-33413F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC4,713$281K0.08%013F-HRTimeline
Detalus Advisors, LLC4,567$272K0.09%-17413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,431$264K0.01%-31613F-HRTimelineGroup
PFG Private Wealth Management, LLC4,310$257K0.15%+3313F-HRTimeline
Selective Wealth Management, Inc.4,279$255K0.1%013F-HRTimeline
MATHER GROUP, LLC.4,253$254K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC4,206$251K0.02%+113F-HRTimeline
Compound Planning, Inc.4,128$246K0.01%-24513F-HRTimeline
Sigma Planning Corp4,044$241K0.01%013F-HRTimeline
CFO4Life Group, LLC3,960$236K0.04%+1413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,870$231K<0.01%+8813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,831$229K<0.01%+3913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,708$224K<0.01%+19413F-HRTimelineGroup
Fisher Asset Management, LLC3,755$224K<0.01%new13F-HRTimeline
Centurion Wealth Management LLC3,609$215K0.07%013F-HRTimeline
Bouchey Financial Group, Ltd.3,588$214K0.02%013F-HRTimeline
Dakota Wealth Management3,570$213K<0.01%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,543$211K0.07%+1313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,511$209K0.04%013F-HRTimelineGroup
Safeguard Financial, LLC3,460$206K0.04%013F-HRTimeline
Cedar Wealth Management, LLC3,445$206K0.07%013F-HRTimeline
Embree Financial Group3,439$205K0.04%new13F-HRTimeline
Crews Bank & Trust3,383$202K0.03%13F-HRTimeline
IFG Advisory, LLC3,375$201K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,085$184K<0.01%-60613F-HRTimelineGroup
Financial Life Planners2,746$164K0.14%13F-HRTimeline
Global Retirement Partners, LLC2,318$138K<0.01%013F-HRTimeline
Hartford Financial Management Inc.2,198$131K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,987$119K0.01%013F-HRTimeline
Allworth Financial LP1,878$117K<0.01%+72413F-HRTimeline
TD Capital Management LLC1,909$114K0.01%-6613F-HRTimeline
Mascoma Wealth Management LLC1,637$97.7K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,342$80K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC1,076$64.2K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,009$60.2K<0.01%+29713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management979$58.4K<0.01%-42113F-HRTimelineGroup
Financial Network Wealth Advisors LLC882$52.6K0.1%013F-HRTimeline
Compass Planning Associates Inc826$49.3K0.05%13F-HRTimeline
Steward Partners Investment Advisory, L…788$47K<0.01%-7113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA777$46.4K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC700$41.8K0.03%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.667$39.8K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates640$38.2K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…613$36.6K<0.01%-64113F-HRTimeline
Finley Financial, LLC500$30.1K0.02%13F-HRTimeline