Institutional shares held 12.1 Million
0 calls
0 puts
Total value of holdings $572M
$0 calls
$0 puts
# of Institutions 107


Latest Institutional Activity in XLSR

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.75M ($82.8M)
Q1 2025
Lockerman Financial Group, Inc. Shares Held: 34.8K ($1.65M)
Q1 2025
Park Avenue Securities LLC Shares Held: 431K ($20.4M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 172K ($8.15M)
Q1 2025
International Private Wealth Advisors LLC Shares Held: 55.4K ($2.62M)

Top Sells

Q1 2025
Kraft, Davis & Associates, LLC Shares Held: 5.06K ($239K)
Q1 2025
Worth Financial Advisory Group, LLC Shares Held: 35.1K ($1.66M)
Q1 2025
Hibernia Wealth Partners, LLC Shares Held: 211K ($10M)
Q1 2025
Kelly Financial Services LLC Shares Held: 11.5K ($544K)
Q1 2025
Aspire Private Capital, LLC Shares Held: 231K ($10.9M)

About XLSR

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