Institutional shares held 3.22 Million
0 calls
0 puts
Total value of holdings $194M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in XMVM

Top Purchases

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 110K ($6.68M)
Q3 2025
Roman Butler Fullerton & CO Shares Held: 11K ($665K)
Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 228K ($13.8M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 66.5K ($4.04M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 8.68K ($526K)

Top Sells

Q3 2025
Ameritas Advisory Services, LLC Shares Held: 1.59K ($96.2K)
Q3 2025
Breakwater Capital Group Shares Held: 18.9K ($1.14M)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 306 ($18.6K)
Q3 2025
Golden State Wealth Management, LLC Shares Held: 8.33K ($505K)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 384 ($23.3K)

About XMVM

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