Institutional shares held 13.5 Million
0 calls
0 puts
Total value of holdings $823M
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in XLSR

Top Purchases

Q3 2025
Envestnet Asset Management Inc Shares Held: 1.84M ($112M)
Q3 2025
Summit Financial, LLC Shares Held: 103K ($6.29M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.97M ($120M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 35.3K ($2.15M)
Q3 2025
Raymond James Financial Inc Shares Held: 36.1K ($2.2M)

Top Sells

Q3 2025
Hibernia Wealth Partners, LLC Shares Held: 219K ($13.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 9.5K ($578K)
Q3 2025
Sharkey, Howes & Javer Shares Held: 134K ($8.19M)
Q3 2025
Croban Shares Held: 4.99K ($304K)
Q3 2025
Axxcess Wealth Management, LLC Shares Held: 85.7K ($5.22M)

About XLSR

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