Institutional shares held 13.5 Million
0 calls
0 puts
Total value of holdings $824M
$0 calls
$0 puts
# of Institutions 120


Latest Institutional Activity in XLSR

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 487K ($29.6M)
Q4 2025
Capital Cs Group, LLC Shares Held: 11.9K ($726K)
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)

Top Sells

Q4 2025
Capital Asset Advisory Services LLC Shares Held: 10K ($610K)
Q4 2025
Silverlake Wealth Management LLC Shares Held: 6.59K ($402K)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 7.2K ($438K)
Q4 2025
Private Client Services, LLC Shares Held: 4.16K ($253K)
Q3 2025
Hibernia Wealth Partners, LLC Shares Held: 219K ($13.4M)

About XLSR

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