Who owns XPND?
First Trust Expanded Technology ETF · First Trust
30 institutions reported holding XPND, worth $24.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XPND
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | $6.8M | 163,627 | −20,550 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.6M | 86,726 | +2,270 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $3.1M | 73,520 | +37,468 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.7M | 40,208 | +3,716 shares |
| Nations Financial Group Inc., /IA/ | Cedar Rapids, IA | $1.2M | 29,064 | −658 shares |
| Citadel Advisors LLC | Miami, FL | $981K | 23,441 | +7,965 shares |
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | $878K | 20,980 | +259 shares |
| Clear Creek Financial Management, LLC | Silverdale, WA | $824K | 19,685 | +4,460 shares |
| LPL Financial LLC | Fort Mill, SC | $721K | 17,226 | +6,314 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $606K | 14,477 | +3,898 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XPND?
30 institutional managers reported holding XPND in Form 13F filings for June 30, 2026, worth $24.6M in total. The largest reported position was held by Integrated Wealth Concepts LLC, at $6.8M.
Did institutions buy or sell XPND last quarter?
Reported 13F value fell 28.4% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XPND ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.