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Disclosery

XT ISHARES TR

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FUTU EXPO TE ETF (fund)

260 managers (264 13F filers) reported a position in XT shares at 2025-06-30, 42,768,898 shares in all. 37 filers opened a position and 18 filers sold out during the quarter.

Managers
260
13F filers
264
New
37
Added
56
Reduced
107
Sold out
18
Shares held by filers
42,768,898

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.34,614,440$2.26B4.51%+309,00613F-HRTimeline
LPL Financial LLC686,674$44.8M0.01%-40,91613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC641,593$41.9M0.01%+378,26413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding318,661$20.8M-30,187Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.292,585$19.1M0.03%+22,45113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,652$18.8M<0.01%-9,20013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding275,498$18M+79,136Timeline
MORGAN STANLEYin group MORGAN STANLEY274,900$17.9M<0.01%-73,53613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…268,020$17.5M0.06%+240,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG263,326$17.2M<0.01%-1,76313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC252,292$16.5M0.02%+5,53013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,967$13.7M<0.01%-85213F-HRTimelineGroup
New England Private Wealth Advisors LLC200,335$13.4M1.95%-11213F-HRTimeline
Wharton Business Group, LLC202,875$13.2M0.56%+132,90513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC195,373$12.7M0.01%+191,87413F-HRTimelineGroup
CWM, LLCin group CWM, LLC189,514$12.4M0.04%-12,74513F-HRTimelineGroup
Dynamic Advisor Solutions LLC173,122$11.3M0.35%+96913F-HRTimeline
Mariner, LLCin group Mariner, LLC137,103$8.95M0.01%-13,96313F-HRTimelineGroup
CFS Investment Advisory Services, LLC118,612$7.74M0.63%-1,47613F-HRTimeline
Clearwater Capital Advisors, LLC111,724$7.29M0.67%+3,83913F-HRTimeline
Segment Wealth Management, LLC108,171$7.06M0.45%-3,49213F-HRTimeline
Betterment LLC99,389$6.49M0.01%-48,42613F-HRTimeline
Orion Porfolio Solutions, LLC99,102$6.47M0.06%-6,14813F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC97,424$6.36M0.03%+25,82913F-HRTimelineGroup
BARRETT & COMPANY, INC.92,252$6.02M2.26%+1,17813F-HRTimeline
CIBC WORLD MARKET INC.91,026$5.94M0.01%-40313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management90,384$5.9M0.08%+8,18613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC90,338$5.89M0.22%+2,05313F-HRTimeline
Arkadios Wealth Advisors85,960$5.61M0.17%+5,17813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding82,530$5.39M-17,037Timeline
MGO ONE SEVEN LLC73,378$4.79M0.15%+2,49813F-HRTimeline
Valmark Advisers, Inc.67,542$4.41M0.06%+20013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,482$4.4M<0.01%-9,26413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,506$3.67M<0.01%+7,55313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,722$3.31M0.01%-109,45513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,574$3.1M<0.01%-87213F-HRTimelineGroup
Atlas Private Wealth Advisors46,844$3.06M0.39%+23,41813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,195$2.88M<0.01%-3,26313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,324$2.83M0.01%-2,68913F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.41,696$2.72M0.04%-4,46013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…40,491$2.64M0.42%-5,32913F-HRTimeline
PFG Advisors39,698$2.59M0.12%+3,66213F-HRTimeline
MML INVESTORS SERVICES, LLC38,551$2.52M0.01%-2,36913F-HRTimeline
FMR LLCin group FMR LLC31,837$2.08M<0.01%-1,27813F-HRTimelineGroup
Destiny Wealth Partners, LLC30,815$2.01M0.27%-52,68913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC30,441$1.99M0.06%-60913F-HRTimeline
SWEENEY & MICHEL, LLC29,790$1.95M0.69%+1,62713F-HRTimeline
Cambridge Investment Research Advisors,…29,180$1.9M0.01%+3,00213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,476$1.86M0.01%-2,13013F-HRTimeline
Berger Financial Group, Inc27,042$1.76M0.11%-5,37713F-HRTimeline
Rothschild Wealth LLC26,193$1.71M0.42%-2,15513F-HRTimeline
Gladstone Institutional Advisory LLC25,133$1.64M0.07%+2,14013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,700$1.61M<0.01%-36,40013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,427$1.46M<0.01%+3013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,743$1.42M<0.01%+1,61713F-HRTimelineGroup
Kingsview Wealth Management, LLC21,738$1.42M0.02%-53113F-HRTimeline
Gotham Asset Management, LLC20,887$1.36M0.01%+5,88713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,508$1.34M0.03%-23,68113F-HRTimeline
Jaffetilchin Investment Partners, LLC20,483$1.34M0.09%013F-HRTimeline
BostonPremier Wealth LLC19,308$1.26M0.7%+10913F-HRTimeline
Christopher J. Hasenberg, Inc19,020$1.24M0.46%new13F-HRTimeline
GWN SECURITIES INC.18,597$1.21M0.23%+1,08613F-HRTimeline
VALLEY NATIONAL ADVISERS INC18,480$1.21M0.2%-74813F-HRTimeline
Crescent Grove Advisors, LLC17,435$1.14M0.11%-1,20813F-HRTimeline
HighTower Advisors, LLC16,871$1.1M<0.01%-1,77313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,524$1.08M<0.01%-1,48313F-HRTimelineGroup
SPC Financial, Inc.16,495$1.08M0.09%+14513F-HRTimeline
Qube Research & Technologies Ltd16,336$1.07M<0.01%-22,88913F-HRTimeline
MAI Capital Management15,760$1.03M0.01%-2,31313F-HRTimeline
Sowell Financial Services LLC15,374$1M0.04%013F-HRTimeline
AE Wealth Management LLC15,304$999K0.01%-91113F-HRTimeline
Wealthspire Retirement, LLC14,938$975K0.06%new13F-HRTimeline
Cetera Investment Advisers14,691$959K<0.01%+67113F-HRTimeline
Integrated Wealth Concepts LLC14,455$943K0.01%-2,49813F-HRTimeline
Family Office Research LLC13,700$894K0.42%-4813F-HRTimeline
Glen Eagle Advisors, LLC13,576$886K0.14%-97313F-HRTimeline
Ally Invest Advisors Inc.13,135$857K0.07%+61313F-HRTimeline
COURIER CAPITAL LLC12,821$837K0.05%-18413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.12,591$822K0.47%-56,86013F-HRTimeline
Pallas Capital Advisors LLC12,025$785K0.03%-8,01513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,801$770K<0.01%-24213F-HRTimelineGroup
VERITY Wealth Advisors11,780$769K0.52%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,551$754K0.01%+4,37913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,387$743K0.01%+1,01113F-HRTimelineGroup
Private Advisor Group, LLC11,383$743K<0.01%-1,05913F-HRTimeline
SAX WEALTH ADVISORS, LLC11,283$736K0.04%-7,28213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,201$731K<0.01%+7,33913F-HRTimelineGroup
McGinn Penninger Investment Management,…11,181$730K0.46%-9213F-HRTimeline
Wealthfront Advisers LLC11,167$729K<0.01%+2,35613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,151$728K<0.01%-1,76813F-HRTimeline
REDW Wealth LLC11,013$719K0.29%-8113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,724$712K<0.01%-42413F-HRTimeline
Clay Northam Wealth Management, LLC9,986$652K0.42%-20013F-HRTimeline
CX Institutional9,894$646K0.02%+2,59213F-HR/ATimeline
Curran Financial Partners, LLC9,760$637K0.14%new13F-HRTimeline
Mezzasalma Advisors, LLC9,731$635K0.19%013F-HRTimeline
MGB Wealth Management, LLC9,559$624K0.21%+513F-HRTimeline
Evolution Wealth Advisors, LLC9,535$622K0.09%013F-HRTimeline
HBK Sorce Advisory LLC9,502$620K0.02%-12513F-HRTimeline
Destination Wealth Management9,498$620K0.02%-46113F-HRTimeline
BLAIR WILLIAM & CO/IL9,452$617K<0.01%-40213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,412$614K0.3%-12813F-HRTimeline
Archford Capital Strategies, LLC9,344$610K0.08%-6,50313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,246$603K0.04%+1,14113F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC9,051$591K0.41%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,955$584K<0.01%-79713F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA8,800$574K0.04%013F-HRTimeline
Creative Planningin group Creative Planning8,618$562K<0.01%-15513F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC8,221$536K0.18%-5413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,034$524K0.08%-15713F-HRTimeline
Detalus Advisors, LLC8,033$524K0.15%+60913F-HRTimeline
Fortress Financial Solutions, LLC7,989$521K0.65%-69313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding7,916$517K+3,390Timeline
Comprehensive Money Management Services…7,843$512K0.39%-10013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,692$502K0.03%-36913F-HRTimeline
Cannon Advisors, Inc.7,676$501K0.4%+1,79013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,635$498K0.01%new13F-HRTimelineGroup
Financial Partners Group, Inc7,564$494K0.07%+3013F-HRTimeline
McKinley Carter Wealth Services, Inc.7,121$465K0.03%+2813F-HRTimeline
WNY Asset Management, LLC7,046$460K0.05%-1,07713F-HRTimeline
Beacon Pointe Advisors, LLC7,037$459K<0.01%-14913F-HRTimeline
HB Wealth Management, LLC7,025$458K<0.01%-50013F-HRTimeline
World Investment Advisors6,967$455K0.01%+4613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,810$444K0.02%-1,61413F-HRTimeline
Farther Finance Advisors, LLC6,607$431K0.01%-1,28413F-HRTimeline
Strategic Blueprint, LLC6,343$414K0.02%-1,29713F-HRTimeline
EP Wealth Advisors, LLC6,307$412K<0.01%-1,26513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,270$409K<0.01%+1,80313F-HRTimelineGroup
OneDigital Investment Advisors LLC6,206$405K<0.01%+15513F-HRTimeline
GTS SECURITIES LLC6,144$401K0.02%new13F-HRTimeline
HRT FINANCIAL LP6,007$391K<0.01%-1,82313F-HRTimeline
Accurate Wealth Management, LLC5,704$377K0.06%+313F-HRTimeline
IHT Wealth Management, LLC5,770$376K0.01%-83913F-HRTimeline
Christensen, King & Associates Investme…5,553$362K0.17%+1513F-HRTimeline
Venturi Wealth Management, LLC5,547$362K0.02%013F-HRTimeline
IFG Advisory, LLC5,496$359K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC5,478$357K<0.01%-3,22913F-HRTimeline
Quantinno Capital Management LP5,463$356K<0.01%new13F-HRTimeline
Symmetry Partners, LLC5,391$352K0.04%-18713F-HRTimeline
Prime Capital Investment Advisors, LLC5,351$349K<0.01%-144,95813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC5,320$347K0.04%-5,73113F-HRTimeline
Coastline Trust Co5,280$345K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Focus Financial Network, Inc.5,266$344K0.01%-36613F-HRTimeline
GPS Wealth Strategies Group, LLC5,058$330K0.04%-26913F-HRTimeline
COMERICA BANK5,007$327K<0.01%-12513F-HRTimeline
VestGen Advisors, LLC4,865$321K0.01%-46213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,900$320K0.05%+3913F-HRTimeline
EQ LLC4,801$313K0.12%-6213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,720$308K0.01%-41713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,713$308K0.08%013F-HRTimeline
Sanctuary Advisors, LLC4,625$302K<0.01%+1713F-HRTimeline
NewEdge Advisors, LLC4,606$301K<0.01%-6613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,475$292K<0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,389$286K<0.01%+613F-HRTimelineGroup
Selective Wealth Management, Inc.4,279$284K0.1%013F-HRTimeline
PFG Private Wealth Management, LLC4,310$281K0.14%013F-HRTimeline
MATHER GROUP, LLC.4,253$278K<0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…4,231$275K0.13%-82613F-HRTimeline
Tradition Wealth Management, LLC4,207$275K0.02%+113F-HRTimeline
Compound Planning, Inc.4,133$270K0.01%+3313F-HRTimeline
Root Financial Partners, LLC4,095$267K0.03%-1,19513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,075$266K<0.01%-33513F-HRTimelineGroup
TD Waterhouse Canada Inc.4,051$263K<0.01%new13F-HRTimeline
Embree Financial Group4,023$263K0.04%new13F-HRTimeline
CFO4Life Group, LLC3,961$258K0.04%013F-HRTimeline
Merit Financial Group, LLC3,842$251K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,636$237K<0.01%-1313F-HRTimelineGroup
Centurion Wealth Management LLC3,609$235K0.07%013F-HRTimeline
Invst, LLC3,595$235K0.03%new13F-HRTimeline
Bouchey Financial Group, Ltd.3,588$234K0.02%013F-HRTimeline
Dakota Wealth Management3,570$233K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,514$229K<0.01%013F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,511$229K0.04%013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,500$228K<0.01%new13F-HRTimelineGroup
MONECO ADVISORS, LLC3,470$226K0.02%-6,90813F-HRTimeline
Perennial Investment Advisors, LLC3,461$226K0.02%new13F-HRTimeline
Cedar Wealth Management, LLC3,445$225K0.08%013F-HRTimeline
Crews Bank & Trust3,383$221K0.03%013F-HRTimeline
Sigma Planning Corp3,236$211K0.01%-90813F-HRTimeline
EQUITABLE TRUST CO3,188$208K0.01%new13F-HRTimeline
RFG Advisory, LLC3,122$204K<0.01%-3,14813F-HRTimeline
Foundations Investment Advisors, LLC3,118$203K<0.01%new13F-HRTimeline
American Financial Advisors, LLC3,092$202K0.03%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,085$201K0.07%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,503$163K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,491$163K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,258$147K<0.01%13F-HRTimeline
Hartford Financial Management Inc.2,198$143K0.04%013F-HRTimeline
Strategic Wealth Investment Group, LLC2,063$135K0.19%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,987$130K0.01%013F-HRTimeline
Talon Private Wealth, LLC1,910$125K0.02%-1,74913F-HRTimeline
Steward Partners Investment Advisory, L…1,737$113K<0.01%+8213F-HRTimeline
Mascoma Wealth Management LLC1,637$107K0.02%013F-HRTimeline
AlphaCore Capital LLC1,558$102K<0.01%-1713F-HRTimeline
Allworth Financial LP1,424$92.9K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,342$88K<0.01%013F-HRTimelineGroup
LOM Asset Management Ltd1,200$78K0.03%13F-HR/ATimeline
HOWE & RUSLING INC1,155$75.4K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC882$57.6K0.07%013F-HRTimeline
Park Square Financial Group, LLC860$56.1K0.04%013F-HRTimeline