Institutional shares held 6.22 Million
0 calls
0 puts
Total value of holdings $232M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in XBAP

Top Purchases

Q2 2025
Stuart Chaussee & Associates, Inc. Shares Held: 1.42M ($53M)
Q2 2025
Gradient Investments LLC Shares Held: 1.25M ($46.5M)
Q2 2025
Allworth Financial LP Shares Held: 1.55M ($57.6M)
Q2 2025
Mattson Financial Services, LLC Shares Held: 12.2K ($453K)
Q2 2025
Paladin Wealth, LLC Shares Held: 11.9K ($443K)

Top Sells

Q2 2025
Cetera Investment Advisers Shares Held: 371K ($13.8M)
Q2 2025
Worth Pointe, LLC Shares Held: 26.8K ($997K)
Q2 2025
Img Wealth Management, Inc. Shares Held: 4.13K ($154K)
Q2 2025
Orion Capital Management LLC Shares Held: 38.8K ($1.44M)
Q2 2025
Fragasso Group Inc. Shares Held: 43.2K ($1.61M)

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