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Disclosery

XT ISHARES TR

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FUTU EXPO TE ETF (fund)

242 managers (246 13F filers) reported a position in XT shares at 2025-03-31, 42,317,616 shares in all. 17 filers opened a position and 22 filers sold out during the quarter.

Managers
242
13F filers
246
New
17
Added
56
Reduced
105
Sold out
22
Shares held by filers
42,317,616

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.34,305,434$1.97B4.24%-369,73013F-HRTimeline
LPL Financial LLC727,590$41.9M0.02%+34,71813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding348,848$20.1M-6,555Timeline
MORGAN STANLEYin group MORGAN STANLEY348,436$20.1M<0.01%-205,91913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/296,852$17.1M<0.01%-417,72113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.270,134$15.5M0.03%+7,21013F-HRTimelineGroup
UBS Group AGin group UBS Group AG265,089$15.3M<0.01%-102,67113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC263,329$15.2M<0.01%-106,32813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC246,762$14.2M0.02%-1,30613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,819$12.1M<0.01%-25,18713F-HRTimelineGroup
CWM, LLCin group CWM, LLC202,259$11.6M0.05%-5,27213F-HRTimelineGroup
New England Private Wealth Advisors LLC200,447$11.5M1.78%-8,52513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding196,362$11.3M-4,710Timeline
Dynamic Advisor Solutions LLC172,153$9.91M0.33%+9,99613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,177$9.22M0.02%+144,87613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC151,066$8.7M0.01%-14,98913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC150,309$8.65M0.1%+142,11713F-HRTimeline
Betterment LLC147,815$8.51M0.02%+14,11413F-HRTimeline
CFS Investment Advisory Services, LLC120,088$6.91M0.61%-51213F-HRTimeline
Segment Wealth Management, LLC111,663$6.43M0.43%-8,01713F-HRTimeline
Clearwater Capital Advisors, LLC107,885$6.21M0.6%+2,06913F-HRTimeline
Orion Porfolio Solutions, LLC105,250$6.06M0.06%-9,39413F-HRTimeline
Orion Portfolio Solutions, LLC105,250$6.06M0.06%-9,39413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding99,567$5.73M-3,263Timeline
CIBC WORLD MARKET INC.91,429$5.26M0.01%-27013F-HRTimeline
BARRETT & COMPANY, INC.91,074$5.24M2.26%+2,16613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC88,285$5.08M0.22%+26413F-HR/ATimeline
Destiny Wealth Partners, LLC83,504$4.81M0.76%+2,88013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,198$4.73M0.07%+2,92213F-HRTimelineGroup
Arkadios Wealth Advisors80,782$4.65M0.18%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,746$4.42M<0.01%+3,73213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,595$4.12M0.02%-1,48013F-HRTimelineGroup
MGO ONE SEVEN LLC70,880$4.08M0.16%+33213F-HRTimeline
Wharton Business Group, LLC69,970$4.03M0.18%013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.69,451$4M2.48%-29,41813F-HRTimeline
Valmark Advisers, Inc.67,342$3.88M0.06%+6,07713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC61,100$3.52M0.01%+9,00013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,953$2.84M<0.01%+8,50713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,446$2.79M<0.01%+66213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,458$2.73M<0.01%-1,52613F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.46,156$2.66M0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,013$2.65M0.01%+3,67813F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…45,820$2.64M0.46%-3,66513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT44,189$2.54M0.08%new13F-HRTimeline
MML INVESTORS SERVICES, LLC40,920$2.35M0.01%-2,63613F-HRTimeline
Qube Research & Technologies Ltd39,225$2.26M<0.01%+13,99913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,312$2.21M<0.01%+14,66413F-HRTimelineGroup
PFG Advisors36,036$2.07M0.12%+1,89013F-HRTimeline
Econ Financial Services Corp33,248$1.91M1.02%+21,87413F-HRTimeline
FMR LLCin group FMR LLC33,115$1.91M<0.01%+2,01413F-HRTimelineGroup
Berger Financial Group, Inc32,419$1.87M0.13%-51713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC31,050$1.79M0.06%-5,39313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.30,606$1.76M0.01%-12713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC28,913$1.66M0.01%new13F-HRTimelineGroup
Rothschild Wealth LLC28,348$1.63M0.46%-9,54313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,020$1.62M0.01%+18,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,178$1.51M0.01%-4,06013F-HRTimeline
SWEENEY & MICHEL, LLC28,163$1.4M0.61%13F-HRTimeline
Atlas Private Wealth Advisors23,426$1.35M0.19%new13F-HRTimeline
Gladstone Institutional Advisory LLC22,993$1.32M0.06%+55013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,397$1.29M<0.01%+1,32513F-HRTimelineGroup
Kingsview Wealth Management, LLC22,269$1.28M0.02%+1,02413F-HRTimeline
Prospera Financial Services Inc21,851$1.26M0.03%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC20,483$1.18M0.09%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,126$1.16M<0.01%+1,21913F-HRTimelineGroup
Pallas Capital Advisors LLC20,040$1.15M0.05%-96613F-HRTimeline
VALLEY NATIONAL ADVISERS INC19,228$1.11M0.2%-1,73513F-HRTimeline
BostonPremier Wealth LLC19,199$1.11M0.69%+28713F-HRTimeline
HighTower Advisors, LLC18,644$1.07M<0.01%-27,38313F-HRTimeline
Crescent Grove Advisors, LLC18,643$1.07M0.11%-11613F-HRTimeline
SAX WEALTH ADVISORS, LLC18,565$1.07M0.08%013F-HRTimeline
MAI Capital Management18,073$1.04M0.01%-81613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,007$1.04M<0.01%+3,25013F-HRTimelineGroup
GWN SECURITIES INC.17,511$1.01M0.06%+10,59713F-HRTimeline
Integrated Wealth Concepts LLC16,953$976K0.01%-16,57013F-HRTimeline
IFP Advisors, Inc16,772$966K0.03%-21113F-HRTimeline
Advisor Resource Council16,559$953K0.08%new13F-HRTimeline
SPC Financial, Inc.16,350$941K0.08%+21413F-HRTimeline
AE Wealth Management LLC16,215$933K0.01%+1,23213F-HRTimeline
Archford Capital Strategies, LLC15,847$912K0.13%-97,05813F-HRTimeline
Sowell Financial Services LLC15,374$885K0.04%013F-HRTimeline
Gotham Asset Management, LLC15,000$863K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC14,549$837K0.14%-1,91813F-HRTimeline
Cetera Investment Advisers14,020$807K<0.01%-52813F-HRTimeline
Family Office Research LLC13,748$791K0.39%-4,07313F-HRTimeline
COURIER CAPITAL LLC13,005$749K0.05%-11613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,919$744K<0.01%-5,08113F-HRTimeline
Ally Invest Advisors Inc.12,522$721K0.06%-19213F-HRTimeline
Private Advisor Group, LLC12,442$716K<0.01%-33313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,124$702K0.11%-6313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,043$693K<0.01%-2,06913F-HR/ATimelineGroup
VERITY Wealth Advisors11,780$678K0.5%013F-HRTimeline
FLOW TRADERS U.S. LLC11,334$652K0.03%-29,65913F-HRTimeline
McGinn Penninger Investment Management,…11,273$649K0.42%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,148$642K<0.01%-5513F-HRTimeline
REDW Wealth LLC11,094$639K0.24%-14613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC11,051$636K0.06%-58313F-HRTimeline
MONECO ADVISORS, LLC10,378$597K0.06%-23413F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,376$597K0.01%-20613F-HRTimelineGroup
Clay Northam Wealth Management, LLC10,186$586K0.41%+1513F-HRTimeline
Destination Wealth Management9,959$573K0.02%-5113F-HRTimeline
Mission Financial Group, LLC8,327$568K0.52%13F-HRTimeline
BLAIR WILLIAM & CO/IL9,854$567K<0.01%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,752$561K<0.01%+2,54213F-HRTimeline
Mezzasalma Advisors, LLC9,731$560K0.19%013F-HRTimeline
HBK Sorce Advisory LLC9,627$554K0.02%-46313F-HRTimeline
MGB Wealth Management, LLC9,554$550K0.2%+10013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,540$549K0.29%-12413F-HRTimeline
Evolution Wealth Advisors, LLC9,535$549K0.09%-77013F-HRTimeline
Wilson & Boucher Capital Management, LLC9,051$521K0.39%013F-HRTimeline
Lane & Associates LLC8,883$511K0.28%-19113F-HRTimeline
Wealthfront Advisers LLC8,811$507K<0.01%-9713F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA8,800$507K0.03%-3,65013F-HRTimeline
Creative Planningin group Creative Planning8,773$505K<0.01%-1,11513F-HRTimelineGroup
Janney Montgomery Scott LLC8,707$501K<0.01%013F-HRTimeline
Fortress Financial Solutions, LLC8,682$500K0.72%-16,04713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,424$485K0.02%-14213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC8,275$476K0.19%+56513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,191$471K0.08%+2,74613F-HRTimeline
WNY Asset Management, LLC8,123$468K0.06%-76013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,105$467K0.03%+28913F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,061$464K0.03%-23513F-HRTimeline
Comprehensive Money Management Services…7,943$457K0.37%-70013F-HRTimeline
Farther Finance Advisors, LLC7,891$454K0.01%+2,51013F-HRTimeline
HRT FINANCIAL LP7,830$450K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC7,640$440K0.02%-54113F-HRTimeline
Sandy Spring Bank7,634$439K0.02%013F-HRTimeline
EP Wealth Advisors, LLC7,572$436K<0.01%-1,13813F-HRTimeline
Financial Partners Group, Inc7,534$434K0.07%-15913F-HRTimeline
HB Wealth Management, LLC7,525$433K<0.01%-50013F-HRTimeline
Detalus Advisors, LLC7,424$427K0.13%+2,85713F-HRTimeline
CX Institutional7,302$420K0.02%-2,10313F-HRTimeline
Beacon Pointe Advisors, LLC7,186$414K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,172$413K<0.01%-40213F-HRTimeline
McKinley Carter Wealth Services, Inc.7,093$408K0.03%013F-HRTimeline
World Investment Advisors6,921$398K0.01%-3713F-HRTimeline
IHT Wealth Management, LLC6,609$380K0.01%-8,26313F-HRTimeline
RFG Advisory, LLC6,270$361K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,190$356K0.05%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …6,096$351K0.22%+45013F-HRTimeline
OneDigital Investment Advisors LLC6,051$348K<0.01%+113F-HRTimeline
Cannon Advisors, Inc.5,886$339K0.31%-2,03913F-HRTimeline
Christensen, King & Associates Investme…5,538$335K0.16%-1,13713F-HRTimeline
Focus Financial Network, Inc.5,632$324K0.01%-23013F-HRTimeline
Symmetry Partners, LLC5,578$321K0.04%-5113F-HRTimeline
Venturi Wealth Management, LLC5,547$319K0.02%-64113F-HRTimeline
Accurate Wealth Management, LLC5,701$308K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,327$307K0.04%+44113F-HRTimeline
VestGen Advisors, LLC5,327$307K0.01%13F-HRTimeline
Root Financial Partners, LLC5,290$304K0.03%013F-HRTimeline
Coastline Trust Co5,280$304K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.5,137$296K0.01%-17413F-HRTimeline
COMERICA BANK5,132$295K<0.01%-14113F-HRTimeline
Hutchens & Kramer Investment Management…5,057$291K0.16%-16113F-HRTimeline
EQ LLC4,863$280K0.13%-3913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,861$280K0.05%-27013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,713$271K0.07%013F-HRTimeline
NewEdge Advisors, LLC4,672$269K<0.01%-78913F-HRTimeline
Sanctuary Advisors, LLC4,608$265K<0.01%+813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,526$261K0.04%-2,22213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,467$257K<0.01%+63613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,410$254K<0.01%-35313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,383$252K<0.01%-4813F-HRTimelineGroup
PFG Private Wealth Management, LLC4,310$248K0.13%013F-HRTimeline
MATHER GROUP, LLC.4,253$245K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC4,206$242K0.02%013F-HRTimeline
Sigma Planning Corp4,144$239K0.01%+10013F-HRTimeline
Compound Planning, Inc.4,100$236K0.01%-2813F-HRTimeline
Selective Wealth Management, Inc.4,279$232K0.1%013F-HRTimeline
CFO4Life Group, LLC3,961$228K0.04%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,862$222K<0.01%-813F-HRTimelineGroup
Talon Private Wealth, LLC3,659$221K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,810$219K<0.01%-16,80113F-HRTimelineGroup
Centurion Wealth Management LLC3,609$215K0.07%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,649$210K<0.01%+56413F-HRTimelineGroup
Bouchey Financial Group, Ltd.3,588$207K0.02%013F-HRTimeline
Dakota Wealth Management3,570$205K<0.01%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,511$202K0.04%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,499$201K<0.01%-41,17213F-HRTimelineGroup
Cedar Wealth Management, LLC3,445$198K0.07%013F-HRTimeline
Crews Bank & Trust3,383$195K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,514$175K<0.01%-19413F-HRTimelineGroup
Financial Life Planners2,746$158K0.15%013F-HRTimeline
SVB WEALTH LLC2,600$150K0.01%-28,01013F-HRTimeline
Hartford Financial Management Inc.2,198$127K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,987$114K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,655$95.3K<0.01%+86713F-HRTimeline
Mascoma Wealth Management LLC1,637$94.2K0.02%013F-HRTimeline
AlphaCore Capital LLC1,575$90.7K0.01%-24,28113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,420$81.7K<0.01%new13F-HRTimeline
Allworth Financial LP1,423$81.4K<0.01%-45513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,342$77K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$57.6K0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management979$56.3K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC882$50.8K0.07%013F-HRTimeline
Park Square Financial Group, LLC860$49.5K0.04%+16013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA750$43.2K<0.01%-2713F-HRTimelineGroup
TSFG, LLC674$39K0.01%+67213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.667$38.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC661$38K<0.01%-34813F-HRTimeline