Institutional shares held 119 Million
20.1K calls
5K puts
Total value of holdings $6.16B
$1.04M calls
$258K puts
# of Institutions 559


Latest Institutional Activity in XLG

Top Purchases

Q2 2025
Uma Financial Services, Inc. Shares Held: 186K ($9.61M)
Q2 2025
Financial Partners Group, LLC Shares Held: 83.8K ($4.34M)
Q2 2025
Bulwark Capital Corp Shares Held: 48.7K ($2.52M)
Q2 2025
One Wealth Advisors, LLC Shares Held: 150K ($7.78M)
Q2 2025
Park Avenue Securities LLC Shares Held: 120K ($6.19M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.43M ($126M)
Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 6.1K ($316K)
Q2 2025
Carr Financial Group Corp Shares Held: 8.44K ($437K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 4.79K ($248K)
Q2 2025
Institute For Wealth Management, Llc. Shares Held: 54.9K ($2.84M)

About XLG

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