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Disclosery

XT ISHARES TR

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FUTU EXPO TE ETF (fund)

265 managers (269 13F filers) reported a position in XT shares at 2025-09-30, 41,359,070 shares in all. 33 filers opened a position and 22 filers sold out during the quarter.

Managers
265
13F filers
269
New
33
Added
71
Reduced
82
Sold out
22
Shares held by filers
41,359,070

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.33,162,425$2.39B4.55%-1,452,01513F-HRTimeline
LPL Financial LLC623,225$44.8M0.01%-63,44913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC615,600$44.4M0.01%-25,99313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.536,075$38.6M0.06%+243,49013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding307,340$22.1M-11,321Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/284,758$20.5M<0.01%-2,89413F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding279,032$20.1M+3,534Timeline
UBS Group AGin group UBS Group AG274,806$19.8M<0.01%+11,48013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC252,313$18.2M0.02%+2113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY242,782$17.5M<0.01%-32,11813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,237$15.1M<0.01%+27013F-HRTimelineGroup
Wharton Business Group, LLC202,875$14.6M0.64%013F-HRTimeline
New England Private Wealth Advisors LLC200,335$14.4M1.9%013F-HRTimeline
CWM, LLCin group CWM, LLC187,009$13.5M0.04%-2,50513F-HRTimelineGroup
Dynamic Advisor Solutions LLC174,846$12.6M0.37%+1,72413F-HRTimeline
Mariner, LLCin group Mariner, LLC129,839$9.34M0.01%-7,26413F-HRTimelineGroup
Clearwater Capital Advisors, LLC126,438$9.1M0.78%+14,71413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…126,420$9.09M0.03%-141,60013F-HRTimelineGroup
CFS Investment Advisory Services, LLC115,377$8.62M0.64%-3,23513F-HRTimeline
Betterment LLC96,989$6.98M0.01%-2,40013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management94,881$6.83M0.08%+4,49713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,961$6.76M0.03%-3,46313F-HRTimelineGroup
Orion Porfolio Solutions, LLC93,471$6.72M0.05%-5,63113F-HRTimeline
BARRETT & COMPANY, INC.92,993$6.69M2.29%+74113F-HRTimeline
CIBC WORLD MARKET INC.92,427$6.65M0.01%+1,40113F-HRTimeline
Arkadios Wealth Advisors92,224$6.63M0.16%+6,26413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC91,153$6.56M0.22%+81513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,066$6.05M<0.01%+1,53613F-HRTimelineGroup
RFG Advisory, LLC80,942$5.82M0.12%+77,82013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,105$5.33M0.01%new13F-HRTimelineGroup
Segment Wealth Management, LLC73,886$5.32M0.32%-34,28513F-HRTimeline
MGO ONE SEVEN LLC72,566$5.22M0.12%-81213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,252$5.05M<0.01%+2,77013F-HRTimelineGroup
Valmark Advisers, Inc.67,761$4.87M0.06%+21913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,666$4.37M<0.01%+5,16013F-HRTimelineGroup
FLOW TRADERS U.S. LLC60,214$4.33M0.18%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,300$3.62M<0.01%-42213F-HRTimelineGroup
Cetera Investment Advisers49,254$3.54M<0.01%+34,56313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,516$3.5M<0.01%+6,19213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,321$3.4M<0.01%-25313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,939$3.31M<0.01%+1,74413F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…40,100$2.88M0.42%-39113F-HRTimeline
PFG Advisors39,384$2.83M0.12%-31413F-HRTimeline
Crossmark Global Holdings, Inc.38,867$2.8M0.04%-2,82913F-HRTimeline
MML INVESTORS SERVICES, LLC37,079$2.67M0.01%-1,47213F-HRTimeline
Atlas Private Wealth Advisors35,299$2.54M0.62%-11,54513F-HRTimeline
FMR LLCin group FMR LLC35,112$2.53M<0.01%+3,27513F-HRTimelineGroup
Strategic Wealth Investment Group, LLC32,296$2.32M0.2%+30,23313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,142$2.31M0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC30,441$2.19M0.05%013F-HRTimeline
Destiny Wealth Partners, LLC30,400$2.19M0.27%-41513F-HRTimeline
SWEENEY & MICHEL, LLC30,583$2.19M0.73%+79313F-HRTimeline
Cambridge Investment Research Advisors,…30,128$2.17M0.01%+94813F-HRTimeline
Berger Financial Group, Inc26,368$1.9M0.11%-67413F-HRTimeline
Rothschild Wealth LLC24,908$1.79M0.39%-1,28513F-HRTimeline
Gladstone Institutional Advisory LLC24,798$1.78M0.07%-33513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,867$1.72M<0.01%+7,34313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,171$1.67M<0.01%+19,67113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,953$1.65M<0.01%+1,21013F-HRTimelineGroup
Kingsview Wealth Management, LLC22,275$1.6M0.02%+53713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,057$1.59M<0.01%-37013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT21,102$1.52M0.03%+59413F-HRTimeline
GWN SECURITIES INC.20,894$1.51M0.35%+2,29713F-HRTimeline
Gotham Asset Management, LLC20,887$1.5M0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC20,483$1.47M0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC18,479$1.33M0.21%-113F-HRTimeline
Crescent Grove Advisors, LLC17,407$1.25M0.12%-2813F-HRTimeline
HighTower Advisors, LLC17,393$1.25M<0.01%+52213F-HRTimeline
Qube Research & Technologies Ltd17,218$1.24M<0.01%+88213F-HRTimeline
SPC Financial, Inc.16,215$1.17M0.09%-28013F-HRTimeline
Traynor Capital Management, Inc.15,374$1.11M0.06%new13F-HRTimeline
AE Wealth Management LLC15,035$1.08M0.01%-26913F-HRTimeline
MAI Capital Management15,023$1.08M0.01%-73713F-HRTimeline
Wealthspire Retirement, LLC14,938$1.07M0.07%013F-HR/ATimeline
Integrated Wealth Concepts LLC14,185$1.02M0.01%-27013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,031$1.02M+2,230Timeline
Ally Invest Advisors Inc.13,844$996K0.07%+70913F-HRTimeline
Family Office Research LLC13,624$980K0.43%-7613F-HRTimeline
Wealthfront Advisers LLC13,554$975K<0.01%+2,38713F-HRTimeline
Glen Eagle Advisors, LLC13,476$969K0.13%-10013F-HRTimeline
COURIER CAPITAL LLC13,036$938K0.05%+21513F-HRTimeline
HRT FINANCIAL LP12,174$875K<0.01%+6,16713F-HRTimeline
Private Advisor Group, LLC12,089$870K<0.01%+70613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,065$868K0.01%+51413F-HRTimeline
Pallas Capital Advisors LLC12,025$865K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,535$846K<0.01%+81113F-HRTimeline
SAX WEALTH ADVISORS, LLC11,283$812K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,236$808K0.01%-15113F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…11,125$801K0.36%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,019$793K<0.01%-13213F-HRTimeline
REDW Wealth LLC11,013$792K0.3%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,645$766K<0.01%-55613F-HRTimelineGroup
Creative Planningin group Creative Planning10,095$726K<0.01%+1,47713F-HRTimelineGroup
McGinn Penninger Investment Management,…10,065$724K0.42%-1,11613F-HRTimeline
MGB Wealth Management, LLC10,059$723K0.2%+50013F-HRTimeline
Clay Northam Wealth Management, LLC9,986$718K0.41%013F-HRTimeline
Curran Financial Partners, LLC9,760$702K0.14%013F-HRTimeline
Mezzasalma Advisors, LLC9,731$700K0.18%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,656$695K<0.01%+70113F-HRTimeline
Evolution Wealth Advisors, LLC9,535$686K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL9,452$680K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC9,197$671K0.02%-30513F-HR/ATimeline
CHECK CAPITAL MANAGEMENT INC/CA8,800$633K0.04%013F-HRTimeline
Wilson & Boucher Capital Management, LLC8,651$622K0.41%-40013F-HRTimeline
Janney Montgomery Scott LLC8,575$617K<0.01%+3,09713F-HRTimeline
CX Institutional8,517$613K0.02%-1,37713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,288$596K0.08%+25413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,284$596K<0.01%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC8,271$595K0.18%+5013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,263$594K0.04%-98313F-HRTimelineGroup
Destination Wealth Management8,188$589K0.02%-1,31013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,870$566K<0.01%+3,79513F-HRTimelineGroup
Cannon Advisors, Inc.7,644$566K0.38%-3213F-HRTimeline
Comprehensive Money Management Services…7,728$556K0.39%-11513F-HRTimeline
Financial Partners Group, Inc7,564$544K0.07%013F-HRTimeline
HB Wealth Management, LLC7,525$541K<0.01%+50013F-HRTimeline
World Investment Advisors7,216$519K0.01%+24913F-HRTimeline
BostonPremier Wealth LLC7,200$518K0.26%-12,10813F-HRTimeline
Merit Financial Group, LLC7,189$517K<0.01%+3,34713F-HR/ATimeline
Farther Finance Advisors, LLC7,151$514K0.01%+54413F-HRTimeline
McKinley Carter Wealth Services, Inc.7,121$512K0.03%013F-HRTimeline
WNY Asset Management, LLC7,046$507K0.05%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,041$507K0.27%-2,37113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,986$503K<0.01%+71613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC6,945$500K0.02%+13513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,853$493K0.03%-83913F-HRTimeline
IFG Advisory, LLC6,646$478K0.02%+1,15013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,483$466K0.01%-1,15213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,425$462K<0.01%new13F-HRTimelineGroup
RIA Advisory Group LLC6,111$440K0.11%new13F-HRTimeline
Strategic Blueprint, LLC6,099$439K0.02%-24413F-HRTimeline
Sowell Financial Services LLC6,006$432K0.02%-9,36813F-HRTimeline
Beacon Pointe Advisors, LLC5,972$430K<0.01%-1,06513F-HRTimeline
Archford Capital Strategies, LLC5,933$427K0.05%-3,41113F-HRTimeline
Accurate Wealth Management, LLC5,704$413K0.05%013F-HRTimeline
OneDigital Investment Advisors LLC5,734$413K<0.01%-47213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC5,581$402K0.04%+26113F-HRTimeline
IHT Wealth Management, LLC5,565$400K0.01%-20513F-HRTimeline
Venturi Wealth Management, LLC5,547$399K0.02%013F-HRTimeline
Christensen, King & Associates Investme…5,514$397K0.17%-3913F-HRTimeline
Root Financial Partners, LLC5,372$386K0.02%+1,27713F-HRTimeline
Symmetry Partners, LLC5,340$384K0.04%-5113F-HRTimeline
Coastline Trust Co5,280$380K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP5,199$374K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.5,127$369K0.01%-13913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,065$364K<0.01%+67613F-HRTimelineGroup
COMERICA BANK5,007$360K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,904$353K<0.01%-44713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,900$352K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,884$351K0.04%-17413F-HRTimeline
Sanctuary Advisors, LLC4,829$347K<0.01%+20413F-HR/ATimeline
VestGen Advisors, LLC4,820$347K0.01%-4513F-HRTimeline
EQ LLC4,801$345K0.12%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,713$339K0.08%013F-HRTimeline
Quantinno Capital Management LP4,667$336K<0.01%-79613F-HRTimeline
NewEdge Advisors, LLC4,606$331K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,485$323K<0.01%+1013F-HRTimelineGroup
Selective Wealth Management, Inc.4,279$314K0.1%013F-HRTimeline
Detalus Advisors, LLC4,359$314K0.08%-3,67413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,319$311K<0.01%+68313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,316$311K0.01%-40413F-HRTimeline
VERITY Wealth Advisors4,301$309K0.2%-7,47913F-HRTimeline
MATHER GROUP, LLC.4,253$306K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC4,207$303K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,204$302K0.01%new13F-HRTimeline
Compound Planning, Inc.4,133$297K0.01%013F-HRTimeline
Embree Financial Group4,023$289K0.04%013F-HRTimeline
CFO4Life Group, LLC3,961$285K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,853$277K<0.01%new13F-HRTimelineGroup
Invst, LLC3,738$269K0.03%+14313F-HRTimeline
Bouchey Financial Group, Ltd.3,588$258K0.02%013F-HRTimeline
Dakota Wealth Management3,570$257K0.01%013F-HR/ATimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,511$253K0.04%013F-HRTimelineGroup
Abich Financial Wealth Management LLC3,464$249K0.09%13F-HRTimeline
Cedar Wealth Management, LLC3,445$248K0.08%013F-HRTimeline
Crews Bank & Trust3,383$243K0.04%013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.3,356$241K0.13%-9,23513F-HRTimeline
Hutchens & Kramer Investment Management…3,314$238K0.09%-91713F-HRTimeline
GSA CAPITAL PARTNERS LLP3,275$236K0.02%new13F-HRTimeline
Rinkey Investments3,266$235K0.06%new13F-HRTimeline
Perennial Investment Advisors, LLC3,194$230K0.02%-26713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding3,189$229K-4,727Timeline
EQUITABLE TRUST CO3,188$229K0.01%013F-HRTimeline
Sigma Planning Corp3,186$229K0.01%-5013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,085$222K0.07%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,070$221K<0.01%new13F-HRTimelineGroup
Pure Financial Advisors, LLC3,045$219K<0.01%new13F-HRTimeline
Fortress Financial Solutions, LLC2,985$215K0.23%-5,00413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,920$210K<0.01%new13F-HRTimelineGroup
Centurion Wealth Management LLC2,920$210K0.05%-68913F-HRTimeline
DAVENPORT & Co LLC2,812$202K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,799$201K0.02%new13F-HRTimeline
Allworth Financial LP2,773$199K<0.01%+1,34913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,563$184K<0.01%-95113F-HRTimelineGroup
Global Retirement Partners, LLC2,200$158K<0.01%-5813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,003$144K<0.01%+1,46113F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC1,987$143K0.01%013F-HRTimeline
Arax Advisory Partners1,918$138K<0.01%+1,76113F-HRTimeline
Advisory Services Network, LLC1,748$126K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,737$125K<0.01%013F-HRTimeline