Institutional shares held 35.6 Million
0 calls
0 puts
Total value of holdings $1.38B
$0 calls
$0 puts
# of Institutions 257


Latest Institutional Activity in XSOE

Top Purchases

Q4 2025
Merit Financial Group, LLC Shares Held: 146K ($5.68M)
Q4 2025
Leo Wealth, LLC Shares Held: 63.4K ($2.46M)
Q4 2025
Valmark Advisers, Inc. Shares Held: 1.71M ($66.2M)
Q4 2025
Pallas Capital Advisors LLC Shares Held: 539K ($20.9M)
Q4 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 608K ($23.6M)

Top Sells

Q4 2025
Lodestar Private Asset Management LLC Shares Held: 241K ($9.35M)
Q4 2025
Cwm, LLC Shares Held: 261K ($10.1M)
Q4 2025
Revolve Wealth Partners, LLC Shares Held: 8.33K ($323K)
Q4 2025
Summit Wealth Partners, LLC Shares Held: 28K ($1.09M)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 7.38K ($286K)

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