Institutional shares held 8.13 Million
616K calls
167K puts
Total value of holdings $511M
$38.7M calls
$10.5M puts
# of Institutions 219


Latest Institutional Activity in XMLV

Top Purchases

Q4 2025
Investment Partners Asset Management, Inc. Shares Held: 16.8K ($1.06M)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 19.7K ($1.24M)
Q4 2025
Park Avenue Securities LLC Shares Held: 5.2K ($327K)
Q4 2025
Trust CO Of Vermont Shares Held: 250 ($15.7K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 6.7K ($421K)

Top Sells

Q4 2025
Brookstone Capital Management Shares Held: 296K ($18.6M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 3.27K ($205K)
Q4 2025
Pfs Partners, LLC Shares Held: 128K ($8.04M)
Q4 2025
Well Done, LLC Shares Held: 10.8K ($676K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.2K ($706K)

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