Who owns First Trust Expanded Technology ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XPND from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 568,260 shares of First Trust Expanded Technology ETF worth $22.1M — about 56.8% of shares outstanding; the largest disclosed holder is Integrated Wealth Concepts LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$22.1M
value, 2026 filers
56.8%
of shares outstanding (568,260 sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XPND's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 163,627 | $6.8M | 0.0% | 16.4% | -11.2% |
| 2 | OSAIC HOLDINGS, INC. | 86,726 | $3.6M | 0.0% | 8.7% | +2.7% |
| 3 | HighTower Advisors, LLC | 40,208 | $1.7M | 0.0% | 4% | +10.2% |
| 4 | Cambridge Investment Research Advisors, Inc. | 36,760 | $1,538 | 0.0% | 3.7% | +2.0% |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 29,064 | $1.2M | 0.1% | 2.9% | -2.2% |
| 6 | CITADEL ADVISORS LLC | 23,441 | $980,844 | 0.0% | 2.3% | +51.5% |
| 7 | Harvest Investment Services, LLC | 20,980 | $877,868 | 0.1% | 2.1% | +1.2% |
| 8 | Clear Creek Financial Management, LLC | 19,685 | $823,681 | 0.1% | 2% | +29.3% |
| 9 | Bullseye Investment Management, LLCNEW | 18,128 | $758,532 | 0.4% | 1.8% | new |
| 10 | LPL Financial LLC | 17,226 | $720,789 | 0.0% | 1.7% | +57.9% |
| 11 | Sanctuary Advisors, LLC | 14,477 | $605,783 | 0.0% | 1.4% | +36.8% |
| 12 | GOLDMAN SACHS GROUP INCNEW | 13,828 | $578,606 | 0.0% | 1.4% | new |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 13,407 | $560,990 | 0.0% | 1.3% | +2.0% |
| 14 | Foundations Investment Advisors, LLC | 12,175 | $509,440 | 0.0% | 1.2% | +22.1% |
| 15 | &PARTNERS | 10,693 | $447,428 | 0.0% | 1.1% | -1.4% |
| 16 | Arkadios Wealth Advisors | 9,868 | $412,907 | 0.0% | 1% | +0.5% |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,363 | $349,947 | 0.0% | 0.8% | +3.7% |
| 18 | Concurrent Investment Advisors, LLCNEW | 5,854 | $244,953 | 0.0% | 0.6% | new |
| 19 | Cetera Investment AdvisersNEW | 5,173 | $216,461 | 0.0% | 0.5% | new |
| 20 | Geneos Wealth Management Inc. | 4,892 | $204,681 | 0.0% | 0.5% | -3.4% |
| 21 | HAZLETT, BURT & WATSON, INC. | 4,200 | $176 | 0.0% | 0.4% | 0.0% |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,866 | $117,459 | 0.0% | 0.3% | 0.0% |
| 23 | PRIVATE TRUST CO NA | 1,900 | $79,502 | 0.0% | 0.2% | 0.0% |
| 24 | HARBOUR INVESTMENTS, INC. | 1,833 | $76,694 | 0.0% | 0.2% | +0.1% |
| 25 | IFP Advisors, Inc | 1,058 | $44,270 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.