Institutional shares held 5.44 Million
0 calls
0 puts
Total value of holdings $900M
$0 calls
$0 puts
# of Institutions 105


Latest Institutional Activity in EXI

Top Purchases

Q2 2025
Phoenix Holdings Ltd. Shares Held: 215K ($36M)
Q2 2025
Financial Management Professionals, Inc. Shares Held: 14.1K ($2.36M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 12.7K ($2.12M)
Q2 2025
Financial Services Advisory Inc Shares Held: 4.81K ($802K)
Q2 2025
Interchange Capital Partners, LLC Shares Held: 2.33K ($389K)

Top Sells

Q2 2025
Richard Bernstein Advisors LLC Shares Held: 440K ($73.5M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 67.2K ($11.2M)
Q2 2025
Atria Investments LLC Shares Held: 4.57K ($762K)
Q2 2025
Total Clarity Wealth Management, Inc. Shares Held: 3.65K ($609K)
Q2 2025
Ehrlich Financial Group Shares Held: 1.95K ($325K)

About EXI

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