Institutional shares held 3.25 Million
0 calls
0 puts
Total value of holdings $170M
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in XVV

Top Purchases

Q3 2025
Thrivent Financial For Lutherans Shares Held: 63K ($3.29M)
Q3 2025
Jnba Financial Advisors Shares Held: 97K ($5.07M)
Q3 2025
Savant Capital, LLC Shares Held: 12.5K ($655K)
Q3 2025
Alpine Bank Wealth Management Shares Held: 81.3K ($4.25M)
Q3 2025
Black Diamond Financial, LLC Shares Held: 9.27K ($484K)

Top Sells

Q3 2025
Tarbox Family Office, Inc. Shares Held: 14.3K ($747K)
Q3 2025
Bsw Wealth Partners Shares Held: 63.8K ($3.33M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 22.3K ($1.16M)
Q3 2025
Confluence Wealth Services, Inc. Shares Held: 8.31K ($434K)
Q3 2025
Monument Capital Management Shares Held: 4.05K ($212K)

About XVV

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