Institutional shares held 8.32 Million
0 calls
0 puts
Total value of holdings $519M
$0 calls
$0 puts
# of Institutions 223


Latest Institutional Activity in XMLV

Top Purchases

Q3 2025
Dorval Corp Shares Held: 245K ($15.3M)
Q3 2025
Cerity Partners LLC Shares Held: 4.45K ($278K)
Q3 2025
Legacy Trust Shares Held: 4.41K ($275K)
Q3 2025
Park Avenue Securities LLC Shares Held: 3.93K ($245K)
Q3 2025
Lmcg Investments, LLC Shares Held: 40.5K ($2.53M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 183K ($11.4M)
Q3 2025
Silver Oak Securities, Inc Shares Held: 5.2K ($325K)
Q3 2025
Brookstone Capital Management Shares Held: 313K ($19.5M)
Q3 2025
Morgan Rosel Wealth Management, LLC Shares Held: 94.6K ($5.9M)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 3.34K ($209K)

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