Institutional shares held 3.12 Million
0 calls
0 puts
Total value of holdings $154M
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in XVV

Top Purchases

Q2 2025
Jane Street Group, LLC Shares Held: 23.5K ($1.15M)
Q2 2025
Lpl Financial LLC Shares Held: 197K ($9.67M)
Q2 2025
Sound Stewardship, LLC Shares Held: 18.7K ($920K)
Q2 2025
Ep Wealth Advisors, LLC Shares Held: 11.3K ($554K)
Q2 2025
Bradley Foster & Sargent Inc Shares Held: 10.5K ($514K)

Top Sells

Q2 2025
Wick Capital Partners, LLC Shares Held: 6.69K ($329K)
Q2 2025
Bsw Wealth Partners Shares Held: 70.2K ($3.45M)
Q2 2025
Two Sigma Investments, LP Shares Held: 40.6K ($2M)
Q2 2025
Retirement Capital Strategies Shares Held: 15.4K ($756K)
Q2 2025
Alpine Bank Wealth Management Shares Held: 70.9K ($3.49M)

About XVV

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