Institutional shares held 663,046
15.3K calls
17K puts
Total value of holdings $47.1M
$1.09M calls
$1.21M puts
# of Institutions 78


Latest Institutional Activity in XES

Top Purchases

Q3 2025
Trek Financial, LLC Shares Held: 26.2K ($2.1M)
Q3 2025
Cwm, LLC Shares Held: 3.38K ($271K)
Q3 2025
Root Financial Partners, LLC Shares Held: 209 ($16.7K)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 85 ($6.8K)
Q3 2025
Cullen/Frost Bankers, Inc. Shares Held: 72 ($5.76K)

Top Sells

Q3 2025
Pnc Financial Services Group, Inc. Shares Held: 4.17K ($334K)
Q3 2025
Global Retirement Partners, LLC Shares Held: 205 ($16.4K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 674 ($53.9K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 5.3K ($424K)
Q3 2025
Wealthfront Advisers LLC Shares Held: 5.68K ($454K)

About XES

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