Institutional shares held 4.55 Million
0 calls
0 puts
Total value of holdings $782M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in EXI

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 3.36K ($578K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 3.18K ($547K)
Q3 2025
Investor'S Fiduciary Advisor Network, LLC Shares Held: 3.03K ($521K)
Q3 2025
Cerity Partners LLC Shares Held: 5.09K ($875K)
Q3 2025
Cx Institutional Shares Held: 511 ($87.9K)

Top Sells

Q3 2025
Financial Management Professionals, Inc. Shares Held: 13.4K ($2.31M)
Q3 2025
Slow Capital, Inc. Shares Held: 12.9K ($2.23M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 379 ($65.2K)
Q3 2025
Ntv Asset Management LLC Shares Held: 8.7K ($1.5M)
Q3 2025
Baker Avenue Asset Management, LP Shares Held: 6.57K ($1.13M)

About EXI

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