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Disclosery

XT ISHARES TR

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FUTU EXPO TE ETF (fund)

274 managers (277 13F filers) reported a position in XT shares at 2025-12-31, 41,791,897 shares in all. 23 filers opened a position and 22 filers sold out during the quarter.

Managers
274
13F filers
277
New
23
Added
94
Reduced
84
Sold out
22
Shares held by filers
41,791,897

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.32,752,270$2.28B4.33%-410,15513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,512,452$105M0.01%+1,269,67013F-HR/ATimelineGroup
LPL Financial LLC624,671$43.6M0.01%+1,44613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC612,631$42.7M0.01%-2,96913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.547,287$38.2M0.06%+11,21213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC303,431$21.2M0.03%+51,11813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding284,301$19.8M+5,269Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/280,976$19.6M<0.01%-3,78213F-HRTimelineGroup
UBS Group AGin group UBS Group AG217,711$15.2M<0.01%-57,09513F-HRTimelineGroup
New England Private Wealth Advisors LLC211,305$14.7M1.83%+10,97013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC206,320$14.4M<0.01%-3,91713F-HRTimelineGroup
Wharton Business Group, LLC202,875$14.1M0.54%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding185,020$12.9M-122,320Timeline
CWM, LLCin group CWM, LLC184,090$12.8M0.03%-2,91913F-HRTimelineGroup
Clearwater Capital Advisors, LLC123,586$8.62M0.72%-2,85213F-HRTimeline
Mariner, LLCin group Mariner, LLC121,959$8.51M0.01%-7,88013F-HRTimelineGroup
CFS Investment Advisory Services, LLC110,319$7.69M0.56%-5,05813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management99,827$6.96M0.08%+4,94613F-HRTimelineGroup
Betterment LLC99,355$6.93M0.01%+2,36613F-HRTimeline
Arkadios Wealth Advisors99,299$6.93M0.14%+7,07513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC98,942$6.9M0.03%+4,98113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding96,726$6.75M+12,660Timeline
BARRETT & COMPANY, INC.94,389$6.58M2.2%+1,39613F-HRTimeline
Savvy Advisors, Inc.91,922$6.41M0.21%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC91,089$6.35M0.2%-6413F-HRTimeline
CIBC WORLD MARKET INC.90,768$6.33M0.01%-1,65913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,554$5.62M<0.01%+10,30213F-HRTimelineGroup
Segment Wealth Management, LLC73,631$5.14M0.3%-25513F-HRTimeline
MGO ONE SEVEN LLC72,567$5.06M0.1%+113F-HRTimeline
Valmark Advisers, Inc.71,642$5M0.06%+3,88113F-HRTimeline
Orion Porfolio Solutions, LLC71,409$4.98M0.04%-22,06213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,028$4.74M<0.01%+6,36213F-HRTimelineGroup
Cetera Investment Advisers65,711$4.58M0.01%+16,45713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…63,420$4.42M0.01%-63,00013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,335$4.21M0.01%-13,77013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,795$3.96M0.01%+7,27913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,315$3.51M<0.01%+4,37613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,415$3.45M<0.01%+2,09413F-HRTimelineGroup
Dynamic Advisor Solutions LLC41,350$2.88M0.09%-133,49613F-HRTimeline
FMR LLCin group FMR LLC39,882$2.78M<0.01%+4,77013F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…39,840$2.78M0.4%-26013F-HRTimeline
RFG Advisory, LLC39,120$2.73M0.05%-41,82213F-HRTimeline
Atlas Private Wealth Advisors38,450$2.68M0.63%+3,15113F-HRTimeline
MML INVESTORS SERVICES, LLC38,006$2.65M0.01%+92713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,651$2.35M0.01%+50913F-HRTimelineGroup
Destiny Wealth Partners, LLC30,209$2.2M0.25%-19113F-HRTimeline
Cambridge Investment Research Advisors,…30,993$2.16M0.01%+86513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC30,528$2.13M0.05%+8713F-HRTimeline
Gladstone Institutional Advisory LLC28,120$1.96M0.07%+3,32213F-HRTimeline
Gotham Asset Management, LLC26,364$1.84M0.01%+5,47713F-HRTimeline
Berger Financial Group, Inc25,088$1.75M0.1%-1,28013F-HRTimeline
Opus Financial Solutions LLC24,058$1.68M1.58%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,060$1.61M<0.01%+10713F-HR/ATimelineGroup
Strategic Wealth Investment Group, LLC22,994$1.6M0.2%-9,30213F-HRTimeline
GWN SECURITIES INC.22,441$1.57M0.32%+1,54713F-HRTimeline
PFG Advisors22,286$1.55M0.08%-17,09813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,152$1.54M<0.01%+9513F-HRTimelineGroup
Kingsview Wealth Management, LLC22,032$1.54M0.02%-24313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,630$1.44M0.03%-47213F-HRTimeline
Jaffetilchin Investment Partners, LLC20,483$1.43M0.08%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,928$1.39M<0.01%-3,93913F-HRTimelineGroup
Rothschild Wealth LLC19,161$1.34M0.13%-5,74713F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC18,520$1.29M0.18%+4113F-HRTimeline
HighTower Advisors, LLC17,593$1.23M<0.01%+20013F-HRTimeline
AlphaCore Capital LLC17,547$1.22M0.03%+15,98913F-HRTimeline
Crescent Grove Advisors, LLC16,266$1.13M0.11%-1,14113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,895$1.11M<0.01%+5,25013F-HRTimelineGroup
SWEENEY & MICHEL, LLC14,991$1.09M0.32%-15,59213F-HRTimeline
Traynor Capital Management, Inc.15,489$1.08M0.06%+11513F-HRTimeline
Wealthspire Retirement, LLC14,938$1.04M0.06%013F-HRTimeline
COURIER CAPITAL LLC14,249$994K0.06%+1,21313F-HRTimeline
MAI Capital Management14,217$991K0.01%-80613F-HRTimeline
AE Wealth Management LLC14,115$984K0.01%-92013F-HRTimeline
Ally Invest Advisors Inc.13,554$945K0.07%-29013F-HRTimeline
Glen Eagle Advisors, LLC13,250$924K0.13%-22613F-HRTimeline
Integrated Wealth Concepts LLC13,014$908K0.01%-1,17113F-HRTimeline
Wealthfront Advisers LLC12,765$890K<0.01%-78913F-HRTimeline
Creative Planningin group Creative Planning12,423$866K<0.01%+2,32813F-HRTimelineGroup
Private Advisor Group, LLC12,258$855K<0.01%+16913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,188$850K<0.01%+12313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,483$827K<0.01%+11,46413F-HRTimeline
Pallas Capital Advisors LLC11,741$819K0.03%-28413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,080$797K<0.01%-45513F-HRTimeline
SAX WEALTH ADVISORS, LLC11,278$787K0.04%-513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,143$777K0.01%-9313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding11,047$770K-2,984Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,407$726K0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC10,289$718K0.21%+23013F-HRTimeline
Family Office Research LLC10,016$705K0.29%-3,60813F-HRTimeline
Clay Northam Wealth Management, LLC9,913$691K0.38%-7313F-HRTimeline
Mezzasalma Advisors, LLC9,731$683K0.16%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,775$682K0.21%+1,50413F-HRTimeline
Curran Financial Partners, LLC9,760$681K0.13%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,731$679K<0.01%+7513F-HRTimeline
Evolution Wealth Advisors, LLC9,535$665K0.07%013F-HRTimeline
BLAIR WILLIAM & CO/IL9,452$659K<0.01%013F-HRTimeline
REDW Wealth LLC9,254$645K0.25%-1,75913F-HRTimeline
HBK Sorce Advisory LLC8,903$639K0.01%-29413F-HRTimeline
CX Institutional9,152$638K0.02%+63513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,873$618K<0.01%+1,00313F-HRTimelineGroup
CHECK CAPITAL MANAGEMENT INC/CA8,800$614K0.04%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,740$610K0.08%+45213F-HRTimeline
McGinn Penninger Investment Management,…8,508$593K0.34%-1,55713F-HRTimeline
Farther Finance Advisors, LLC8,496$592K0.01%+1,34513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,269$577K0.03%+613F-HRTimelineGroup
World Investment Advisors8,034$560K0.01%+81813F-HR/ATimeline
Destination Wealth Management7,765$542K0.01%-42313F-HRTimeline
Wilson & Boucher Capital Management, LLC7,752$541K0.36%-89913F-HRTimeline
Comprehensive Money Management Services…7,618$531K0.37%-11013F-HRTimeline
Cannon Advisors, Inc.7,353$531K0.37%-29113F-HRTimeline
HB Wealth Management, LLC7,525$525K<0.01%013F-HRTimeline
BostonPremier Wealth LLC7,409$517K0.26%+20913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,373$514K0.33%+33213F-HRTimeline
Janney Montgomery Scott LLC7,276$507K<0.01%-1,29913F-HRTimeline
Merit Financial Group, LLC7,199$502K<0.01%+1013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,191$502K0.02%+24613F-HRTimeline
EP Wealth Advisors, LLC7,184$501K<0.01%13F-HRTimeline
McKinley Carter Wealth Services, Inc.7,071$493K0.03%-5013F-HRTimeline
RIA Advisory Group LLC7,056$492K0.12%+94513F-HRTimeline
IFG Advisory, LLC7,012$489K0.02%+36613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,994$488K<0.01%+813F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,854$478K0.03%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,846$477K<0.01%+6,42513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC6,728$469K<0.01%-1,55613F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,490$453K0.02%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,475$452K0.01%-813F-HRTimelineGroup
Strategic Blueprint, LLC6,326$441K0.03%+22713F-HRTimeline
Archford Capital Strategies, LLC5,909$412K0.05%-2413F-HRTimeline
Accurate Wealth Management, LLC5,704$412K0.05%013F-HRTimeline
Madrid Wealth Management, LLC5,848$408K0.33%13F-HRTimeline
OneDigital Investment Advisors LLC5,826$406K<0.01%+9213F-HRTimeline
Christensen, King & Associates Investme…5,815$406K0.17%+30113F-HRTimeline
VERITY Wealth Advisors5,786$404K0.25%+1,48513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC5,562$388K0.04%-1913F-HRTimeline
Focus Financial Network, Inc.5,415$378K0.01%+28813F-HRTimeline
Financial Partners Group, Inc5,193$376K0.04%-2,37113F-HRTimeline
IHT Wealth Management, LLC5,382$375K0.01%-18313F-HRTimeline
Symmetry Partners, LLC5,289$369K0.02%-5113F-HRTimeline
Root Financial Partners, LLC5,286$369K0.02%-8613F-HRTimeline
Coastline Trust Co5,280$368K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Western Wealth Management, LLC5,023$350K0.02%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,963$346K0.05%+6313F-HRTimeline
Prime Capital Investment Advisors, LLC4,911$343K<0.01%+713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,902$342K<0.01%-29713F-HR/ATimelineGroup
COMERICA BANK4,855$339K<0.01%-15213F-HRTimeline
Sanctuary Advisors, LLC4,829$337K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,809$335K0.01%+49313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,713$329K0.08%013F-HRTimeline
EQ LLC4,578$319K0.09%-22313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,576$319K<0.01%+9113F-HRTimelineGroup
Tradition Wealth Management, LLC4,454$311K0.02%+24713F-HRTimeline
Selective Wealth Management, Inc.4,279$308K0.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,312$301K0.01%+10813F-HRTimeline
Embree Financial Group4,304$300K0.04%+28113F-HRTimeline
PFG Private Wealth Management, LLC4,277$298K0.13%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,269$298K<0.01%-1,70313F-HRTimeline
MATHER GROUP, LLC.4,253$297K<0.01%013F-HRTimeline
Compound Planning, Inc.4,238$296K0.01%+10513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,218$294K<0.01%-84713F-HRTimelineGroup
Vise Technologies, Inc.4,192$292K0.01%new13F-HRTimeline
Quantinno Capital Management LP4,130$288K<0.01%-53713F-HRTimeline
Detalus Advisors, LLC4,105$286K0.07%-25413F-HRTimeline
Cauble & Harre Wealth Management, Inc.4,026$281K0.24%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,997$279K<0.01%+14413F-HR/ATimelineGroup
CFO4Life Group, LLC3,961$276K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,849$271K0.02%+1,05013F-HRTimeline
Invst, LLC3,600$251K0.03%-13813F-HRTimeline
Bouchey Financial Group, Ltd.3,588$250K0.02%013F-HRTimeline
Fisher Asset Management, LLC3,518$245K<0.01%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,511$245K0.04%013F-HRTimelineGroup
Cedar Wealth Management, LLC3,445$240K0.07%013F-HRTimeline
Crews Bank & Trust3,383$236K0.03%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,323$232K0.07%+23813F-HRTimeline
Perennial Investment Advisors, LLC3,285$229K0.02%+9113F-HRTimeline
Rinkey Investments3,266$228K0.06%013F-HRTimeline
NewEdge Advisors, LLC3,222$225K<0.01%-1,38413F-HRTimeline
EQUITABLE TRUST CO3,188$222K0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…3,162$221K0.08%-15213F-HRTimeline
Sigma Planning Corp3,140$219K0.01%-4613F-HRTimeline
VestGen Advisors, LLC3,071$214K0.01%-1,74913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,070$214K<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC3,045$212K<0.01%013F-HRTimeline
Retirement Planning Group, LLC3,025$211K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd2,996$209K<0.01%-14,22213F-HRTimeline
VAUGHAN & Co SECURITIES, INC.2,993$209K0.11%-36313F-HRTimeline
American Financial Advisors, LLC2,971$207K0.03%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,920$204K<0.01%013F-HRTimelineGroup
Centurion Wealth Management LLC2,920$204K0.04%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,817$196K0.03%-37213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,578$180K<0.01%-1,74113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,563$179K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,182$152K<0.01%-59113F-HRTimeline
Arax Advisory Partners2,148$150K<0.01%+23013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,987$139K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,746$122K<0.01%-45413F-HRTimeline
Steward Partners Investment Advisory, L…1,737$121K<0.01%013F-HRTimeline
LOM Asset Management Ltd1,700$119K0.03%+50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,529$107K<0.01%-47413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,342$94K<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC1,289$89.9K<0.01%+5113F-HRTimeline