Institutional shares held 9.39 Million
100 calls
0 puts
Total value of holdings $455M
$4K calls
$0 puts
# of Institutions 147


Latest Institutional Activity in XSVM

Top Purchases

Q1 2025
Valmark Advisers, Inc. Shares Held: 278K ($13.5M)
Q1 2025
Valued Wealth Advisors LLC Shares Held: 26.4K ($1.28M)
Q1 2025
Park Avenue Securities LLC Shares Held: 4.47K ($217K)
Q1 2025
Fermata Advisors, LLC Shares Held: 54.4K ($2.64M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 137K ($6.66M)

Top Sells

Q1 2025
Cwm, LLC Shares Held: 573K ($27.7M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 6.57K ($318K)
Q1 2025
Traction Financial Partners, LLC Shares Held: 176K ($8.53M)
Q1 2025
Marshall Financial Group LLC Shares Held: 24.3K ($1.18M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 152K ($7.37M)

About XSVM

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