Institutional shares held 6.67 Million
0 calls
0 puts
Total value of holdings $365M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in XSVM

Top Purchases

Q3 2025
Swisher Financial Concepts, Inc. Shares Held: 3.95K ($217K)
Q3 2025
Park Avenue Securities LLC Shares Held: 3.75K ($206K)
Q3 2025
Sheets Smith Wealth Management Shares Held: 3.74K ($205K)
Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 3.61K ($198K)
Q3 2025
Fermata Advisors, LLC Shares Held: 54.4K ($2.98M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 172K ($9.41M)
Q3 2025
Cwm, LLC Shares Held: 237K ($13M)
Q3 2025
Asset Allocation Strategies LLC Shares Held: 17.4K ($953K)
Q3 2025
Fortress Wealth Management, Inc. Shares Held: 32.1K ($1.76M)
Q3 2025
Oxen Free Capital LLC Shares Held: 17K ($930K)

About XSVM

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