Institutional shares held 30.4 Million
500K calls
19.4K puts
Total value of holdings $1.2B
$19.6M calls
$762K puts
# of Institutions 274


Latest Institutional Activity in XYLD

Top Purchases

Q1 2025
Hbw Advisory Services LLC Shares Held: 47.5K ($1.87M)
Q1 2025
Kaizen Financial Strategies Shares Held: 42.2K ($1.66M)
Q1 2025
Key Client Fiduciary Advisors, LLC Shares Held: 7.03K ($276K)
Q1 2025
Annex Advisory Services, LLC Shares Held: 20.4K ($801K)
Q1 2025
Fermata Advisors, LLC Shares Held: 6.38K ($251K)

Top Sells

Q1 2025
City Center Advisors, LLC Shares Held: 14.9K ($584K)
Q1 2025
New Square Capital LLC Shares Held: 0 ($0)
Q4 2024
Proficio Capital Partners LLC Shares Held: 415K ($16.3M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 268K ($10.5M)
Q4 2024
Ameriprise Financial Inc Shares Held: 832K ($32.7M)

About XYLD

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