Institutional shares held 740,714
0 calls
0 puts
Total value of holdings $26.7M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in XJR

Top Purchases

Q1 2025
Highland Financial Advisors, LLC Shares Held: 30K ($1.09M)
Q1 2025
Better Money Decisions, LLC Shares Held: 33K ($1.2M)
Q1 2025
Dunhill Financial, LLC Shares Held: 917 ($33.3K)
Q1 2025
Compass Wealth Management LLC Shares Held: 800 ($29K)
Q1 2025
Magnus Financial Group LLC Shares Held: 15.3K ($556K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 28.2K ($1.03M)
Q1 2025
Jnba Financial Advisors Shares Held: 21.8K ($792K)
Q1 2025
Archer Investment Management, LLC Shares Held: 10.2K ($369K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 8.16K ($296K)
Q1 2025
D.A. Davidson & Co. Shares Held: 11.5K ($418K)

About XJR

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