XT institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding287
Shares held37,110,077
Reported value$3.1bn
Quarter flows43 new, 73 added, 91 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Financial Engines Advisors L.L.C.29,474,371$2.4bn4.3%
LPL Financial LLC616,361$50.9m0.0%
Baird Financial Group, Inc.557,561$46.1m0.1%
AMERIPRISE FINANCIAL INC544,882$45.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC326,745$27.0m0.0%
BANK OF AMERICA CORP /DE/276,028$22.8m0.0%
UBS Group AG264,698$21.9m0.0%
Wealthcare Advisory Partners LLC264,664$21.9m0.4%
MORGAN STANLEY240,445$19.9m0.0%
RAYMOND JAMES FINANCIAL INC234,347$19.4m0.0%
New England Private Wealth Advisors LLC216,534$17.1m1.6%
Wharton Business Group, LLC202,875$16.8m0.6%
Stratos Investment Management, LLC155,271$12.8m0.5%
Arkadios Wealth Advisors138,057$11.4m0.2%
Private Advisory Group LLC134,343$11.1m0.6%
Betterment LLC125,622$10.4m0.0%
Clearwater Capital Advisors, LLC121,987$10.1m0.7%
Mariner, LLC111,596$9.2m0.0%
Brookstone Capital Management111,331$9.2m0.1%
CFS Investment Advisory Services, LLC109,236$9.0m0.6%
BARRETT & COMPANY, INC.102,727$8.5m2.4%
DAYMARK WEALTH PARTNERS, LLC92,019$7.6m0.2%
Savvy Advisors, Inc.91,405$7.6m0.2%
Cetera Investment Advisers86,556$7.2m0.0%
WELLS FARGO & COMPANY/MN86,293$7.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XT"). XT price history · All 13F data

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