Institutional shares held 4.65 Million
0 calls
0 puts
Total value of holdings $172M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in XBAP

Top Purchases

Q2 2025
Gradient Investments LLC Shares Held: 1.25M ($46.3M)
Q2 2025
Paladin Wealth, LLC Shares Held: 11.9K ($441K)
Q2 2025
Ifp Advisors, Inc Shares Held: 13.4K ($495K)
Q2 2025
Berkshire Money Management, Inc. Shares Held: 964 ($35.7K)
Q1 2025
Allworth Financial LP Shares Held: 1.44M ($53.2M)

Top Sells

Q2 2025
Fragasso Group Inc. Shares Held: 43.2K ($1.6M)
Q2 2025
Vestia Personal Wealth Advisors Shares Held: 24.3K ($901K)
Q1 2025
Centaurus Financial, Inc. Shares Held: 21.6K ($799K)
Q1 2025
Cetera Investment Advisers Shares Held: 389K ($14.4M)
Q1 2025
Millington Financial Advisors, LLC Shares Held: 185K ($6.85M)

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