Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $699M
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in XLSR

Top Purchases

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.91M ($107M)
Q2 2025
Merit Financial Group, LLC Shares Held: 26.6K ($1.5M)
Q2 2025
Forefront Analytics, LLC Shares Held: 23.6K ($1.33M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 188K ($10.6M)
Q2 2025
Park Avenue Securities LLC Shares Held: 443K ($24.9M)

Top Sells

Q2 2025
North Rock Partners, LLC Shares Held: 6.86K ($386K)
Q2 2025
Aspire Private Capital, LLC Shares Held: 224K ($12.6M)
Q2 2025
Armis Advisers, LLC Shares Held: 12.9K ($727K)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 12.3K ($693K)
Q2 2025
Private Client Services, LLC Shares Held: 5.79K ($325K)

About XLSR

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