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Disclosery

XT ISHARES TR

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FUTU EXPO TE ETF (fund)

264 managers (268 13F filers) reported a position in XT shares at 2026-03-31, 40,249,369 shares in all. 26 filers opened a position and 32 filers sold out during the quarter.

Managers
264
13F filers
268
New
26
Added
65
Reduced
84
Sold out
32
Shares held by filers
40,249,369

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.32,408,021$2.21B4.48%-344,24913F-HRTimeline
LPL Financial LLC619,351$42.2M0.01%-5,32013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC612,314$41.7M0.01%-31713F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.558,892$38.1M0.06%+11,60513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC329,373$22.4M0.03%+25,94213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding286,207$19.5M+1,906Timeline
UBS Group AGgroup of 2 filers holding283,055$19.3M+65,344Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/280,916$19.1M<0.01%-6013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY235,895$16.1M<0.01%-1,276,55713F-HRTimelineGroup
New England Private Wealth Advisors LLC215,732$14.7M1.7%+4,42713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC208,178$14.2M<0.01%+1,85813F-HRTimelineGroup
Wharton Business Group, LLC202,875$13.8M0.52%013F-HRTimeline
CWM, LLCin group CWM, LLC182,419$12.4M0.03%-1,67113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding179,213$12.2M-5,807Timeline
Arkadios Wealth Advisors134,859$9.19M0.15%+35,56013F-HRTimeline
Betterment LLC127,167$8.67M0.02%+27,81213F-HRTimeline
Clearwater Capital Advisors, LLC126,310$8.61M0.69%+2,72413F-HRTimeline
CFS Investment Advisory Services, LLC110,233$8.26M0.57%-8613F-HRTimeline
Mariner, LLCin group Mariner, LLC118,082$8.05M0.01%-3,87713F-HRTimelineGroup
Private Advisory Group LLC113,286$7.72M0.54%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC107,352$7.32M0.03%+8,41013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management106,103$7.23M0.08%+6,27613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding99,947$6.81M+3,221Timeline
BARRETT & COMPANY, INC.93,972$6.4M2.2%-41713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC91,532$6.24M0.2%+44313F-HRTimeline
CIBC WORLD MARKET INC.90,317$6.16M0.01%-45113F-HRTimeline
Savvy Advisors, Inc.89,543$6.1M0.16%-2,37913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,557$5.49M<0.01%+313F-HR/ATimelineGroup
Valmark Advisers, Inc.74,418$5.07M0.06%+2,77613F-HRTimeline
MGO ONE SEVEN LLC73,947$5.04M0.1%+1,38013F-HRTimeline
Cetera Investment Advisers72,000$4.91M0.01%+6,28913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,904$4.87M<0.01%+5,87613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…65,420$4.46M0.01%+2,00013F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC56,750$3.87M0.03%-14,65913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,508$3.78M0.01%-1,28713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,081$3.41M<0.01%+66613F-HRTimelineGroup
FMR LLCin group FMR LLC45,623$3.11M<0.01%+5,74113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,170$3.08M<0.01%-5,14513F-HRTimelineGroup
Atlas Private Wealth Advisors44,210$3.01M0.71%+5,76013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…39,521$2.69M0.39%-31913F-HRTimeline
Dynamic Advisor Solutions LLC39,437$2.69M0.08%-1,91313F-HRTimeline
RFG Advisory, LLC33,425$2.28M0.04%-5,69513F-HRTimeline
MML INVESTORS SERVICES, LLC33,217$2.26M0.01%-4,78913F-HRTimeline
Destiny Wealth Partners, LLC30,209$2.06M0.23%013F-HRTimeline
Cambridge Investment Research Advisors,…29,109$1.98M0.01%-1,88413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC28,274$1.93M0.04%-2,25413F-HRTimeline
Gladstone Institutional Advisory LLC26,851$1.83M0.07%-1,26913F-HRTimeline
Gotham Asset Management, LLC26,364$1.8M0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…26,144$1.78M0.01%+24,40713F-HRTimeline
Opus Financial Solutions LLC23,592$1.61M1.51%-46613F-HRTimeline
Kingsview Wealth Management, LLC23,277$1.59M0.02%+1,24513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,178$1.58M<0.01%+11813F-HRTimelineGroup
Berger Financial Group, Inc23,035$1.57M0.09%-2,05313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,283$1.52M<0.01%+13113F-HRTimelineGroup
Strategic Wealth Investment Group, LLC22,225$1.51M0.19%-76913F-HRTimeline
GWN SECURITIES INC.20,751$1.41M0.27%-1,69013F-HRTimeline
Jaffetilchin Investment Partners, LLC20,483$1.4M0.08%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,566$1.33M0.02%-1,06413F-HRTimeline
Rothschild Wealth LLC19,233$1.31M0.12%+7213F-HRTimeline
VALLEY NATIONAL ADVISERS INC18,487$1.26M0.16%-3313F-HRTimeline
HighTower Advisors, LLC17,586$1.2M<0.01%-713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,586$1.13M<0.01%+69113F-HRTimelineGroup
AlphaCore Capital LLC15,975$1.09M0.03%-1,57213F-HRTimeline
SWEENEY & MICHEL, LLC15,058$1.08M0.32%+6713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,721$1.07M<0.01%-4,20713F-HRTimelineGroup
Traynor Capital Management, Inc.15,562$1.02M0.06%+7313F-HRTimeline
COURIER CAPITAL LLC14,493$988K0.06%+24413F-HR/ATimeline
Creative Planningin group Creative Planning14,410$982K<0.01%+1,98713F-HRTimelineGroup
AE Wealth Management LLC14,390$981K0.01%+27513F-HRTimeline
Qube Research & Technologies Ltd13,925$949K<0.01%+10,92913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,815$942K<0.01%-8,66813F-HRTimeline
Ally Invest Advisors Inc.13,758$938K0.06%+20413F-HRTimeline
MAI Capital Management13,582$926K0.01%-63513F-HRTimeline
Wealthspire Retirement, LLC13,452$917K0.05%-1,48613F-HRTimeline
Crescent Grove Advisors, LLC13,285$905K0.09%-2,98113F-HRTimeline
Farther Finance Advisors, LLC13,099$905K0.01%+4,60313F-HRTimeline
Glen Eagle Advisors, LLC12,835$875K0.12%-41513F-HRTimeline
Wealthfront Advisers LLC12,428$847K<0.01%-33713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,763$802K<0.01%-42513F-HRTimeline
Pallas Capital Advisors LLC11,741$800K0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC11,278$787K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,017$751K<0.01%-3013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,743$732K0.01%-40013F-HRTimelineGroup
Integrated Wealth Concepts LLC10,536$718K0.01%-2,47813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,407$709K0.01%013F-HRTimelineGroup
Private Advisor Group, LLC10,404$709K<0.01%-1,85413F-HRTimeline
HBK Sorce Advisory LLC8,840$699K0.01%-6313F-HRTimeline
Family Office Research LLC9,913$676K0.29%-10313F-HRTimeline
Clay Northam Wealth Management, LLC9,913$676K0.38%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,881$673K0.21%+10613F-HRTimeline
Curran Financial Partners, LLC9,760$665K0.12%013F-HRTimeline
Mezzasalma Advisors, LLC9,731$663K0.17%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,715$662K<0.01%-1613F-HRTimeline
Evolution Wealth Advisors, LLC9,535$650K0.07%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,394$640K0.09%+65413F-HRTimeline
FLOW TRADERS U.S. LLC9,136$623K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,023$615K<0.01%+2,29513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,952$615K<0.01%-2,12813F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA8,800$600K0.04%013F-HRTimeline
CX Institutional8,745$596K0.02%-40713F-HRTimeline
PFG Advisors8,410$573K0.03%-13,87613F-HRTimeline
World Investment Advisors8,034$548K0.01%013F-HRTimeline
McGinn Penninger Investment Management,…7,988$544K0.36%-52013F-HRTimeline
Wilson & Boucher Capital Management, LLC7,852$535K0.35%+10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,566$527K<0.01%+57213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,724$526K<0.01%+2,82213F-HRTimelineGroup
Comprehensive Money Management Services…7,618$519K0.34%013F-HRTimeline
WNY Asset Management, LLC7,531$513K0.05%13F-HRTimeline
Quantinno Capital Management LP7,461$509K<0.01%+3,33113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,427$506K0.02%+23613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,423$506K0.33%+5013F-HRTimeline
REDW Wealth LLC7,417$505K0.2%-1,83713F-HRTimeline
BostonPremier Wealth LLC7,393$504K0.26%-1613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,269$495K0.03%-1,00013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC7,257$495K<0.01%-25,39413F-HRTimelineGroup
Cannon Advisors, Inc.7,169$489K0.36%-18413F-HRTimeline
McKinley Carter Wealth Services, Inc.7,071$482K0.03%013F-HRTimeline
Christensen, King & Associates Investme…7,031$479K0.21%+1,21613F-HRTimeline
EP Wealth Advisors, LLC7,028$479K<0.01%-15613F-HRTimeline
Cauble & Harre Wealth Management, Inc.5,922$467K0.37%+1,89613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,846$467K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC6,675$455K<0.01%-85013F-HRTimeline
Strategic Blueprint, LLC6,639$452K0.03%+31313F-HRTimeline
XY Planning Network, Inc.6,538$452K0.07%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,589$449K0.03%-26513F-HRTimeline
HARBOUR INVESTMENTS, INC.6,535$445K0.01%+1,72613F-HRTimeline
Prime Capital Investment Advisors, LLC6,502$443K0.01%+1,59113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,475$441K0.01%013F-HRTimelineGroup
Independent Advisor Alliance6,166$420K<0.01%new13F-HRTimeline
Destination Wealth Management5,998$409K0.01%-1,76713F-HRTimeline
Accurate Wealth Management, LLC5,704$405K0.05%013F-HRTimeline
Madrid Wealth Management, LLC5,848$399K0.3%013F-HR/ATimeline
VERITY Wealth Advisors5,786$394K0.26%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,753$392K<0.01%-3,12013F-HRTimelineGroup
Root Financial Partners, LLC5,663$386K0.02%+37713F-HRTimeline
Western Wealth Management, LLC5,610$382K0.01%+58713F-HR/ATimeline
OneDigital Investment Advisors LLC5,554$379K<0.01%-27213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC5,402$368K0.04%-16013F-HRTimeline
Focus Financial Network, Inc.5,309$362K0.01%-10613F-HRTimeline
HRT FINANCIAL LP5,296$360K<0.01%new13F-HRTimeline
Coastline Trust Co5,280$360K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Partners Group, Inc5,175$353K0.04%-1813F-HRTimeline
Sanctuary Advisors, LLC4,967$338K<0.01%+13813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,933$336K<0.01%+1,86313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,855$331K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC4,831$329K<0.01%-2,36813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,713$321K0.07%013F-HRTimeline
Selective Wealth Management, Inc.4,279$321K0.1%013F-HRTimeline
Archford Capital Strategies, LLC4,647$317K0.04%-1,26213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,620$315K<0.01%+4413F-HRTimelineGroup
EQ LLC4,578$312K0.09%013F-HRTimeline
Tradition Wealth Management, LLC4,454$304K0.02%013F-HRTimeline
Integrity Advisory Solutions, LLC4,418$301K0.04%new13F-HRTimeline
Embree Financial Group4,304$293K0.03%013F-HRTimeline
Vise Technologies, Inc.4,192$292K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC4,277$291K0.12%013F-HRTimeline
MATHER GROUP, LLC.4,253$290K<0.01%013F-HRTimeline
Compound Planning, Inc.4,238$289K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,218$287K<0.01%013F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC3,682$282K0.12%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,052$276K<0.01%-21713F-HRTimeline
Detalus Advisors, LLC4,005$273K0.06%-10013F-HRTimeline
CFO4Life Group, LLC3,961$270K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC3,775$257K<0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.3,588$256K0.02%013F-HRTimeline
Symmetry Partners, LLC3,626$247K0.01%-1,66313F-HRTimeline
Cedar Wealth Management, LLC3,445$235K0.07%013F-HRTimeline
Crews Bank & Trust3,383$231K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,335$227K<0.01%-66213F-HRTimelineGroup
VestGen Advisors, LLC2,878$227K0.01%-19313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,323$226K0.06%013F-HRTimeline
Rinkey Investments3,266$223K0.06%013F-HRTimeline
Perennial Investment Advisors, LLC3,252$222K0.02%-3313F-HRTimeline
NewEdge Advisors, LLC3,249$221K<0.01%+2713F-HR/ATimeline
Balance Wealth Partners LLC3,238$221K0.07%new13F-HRTimeline
Triton Financial Group Inc3,176$219K0.38%new13F-HRTimeline
EQUITABLE TRUST CO3,188$217K0.01%013F-HRTimeline
Sigma Planning Corp3,140$214K0.01%013F-HRTimeline
Invst, LLC3,105$212K0.02%-49513F-HRTimeline
Pure Financial Advisors, LLC3,089$211K<0.01%+4413F-HRTimeline
Hutchens & Kramer Investment Management…3,041$207K0.07%-12113F-HRTimeline
Ashton Thomas Private Wealth, LLC2,837$193K<0.01%-1,47513F-HRTimeline
Allworth Financial LP2,371$162K<0.01%+18913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,320$153K<0.01%+79113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,993$136K<0.01%-58513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,987$135K0.01%013F-HRTimeline
Advisory Services Network, LLC1,871$127K<0.01%new13F-HRTimeline
LOM Asset Management Ltd1,700$116K0.03%013F-HRTimeline
Financial Life Planners1,560$106K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC1,348$91.9K<0.01%+5913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,342$91K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC1,139$77.6K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,039$70.8K<0.01%-8,41313F-HRTimeline
Horizon Investments, LLC1,034$70.5K<0.01%+51713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC954$65K0.01%+25413F-HRTimeline
Kilter Group LLC779$53.1K0.02%013F-HRTimeline
CoreCap Advisors, LLC751$51.2K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA750$51.1K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC749$51K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC720$49.1K0.05%013F-HRTimeline