Institutional shares held 463,749
0 calls
0 puts
Total value of holdings $15.9M
$0 calls
$0 puts
# of Institutions 21


Latest Institutional Activity in XPND

Top Purchases

Q2 2025
Clear Creek Financial Management, LLC Shares Held: 13.7K ($471K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 9.49K ($326K)
Q2 2025
Foundations Investment Advisors, LLC Shares Held: 9.04K ($310K)
Q2 2025
Arkadios Wealth Advisors Shares Held: 8.21K ($282K)
Q2 2025
Kestra Private Wealth Services, LLC Shares Held: 8.02K ($275K)

Top Sells

Q2 2025
Integrated Wealth Concepts LLC Shares Held: 141K ($4.85M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 96.3K ($3.31M)
Q2 2025
Nations Financial Group Inc, Shares Held: 32.5K ($1.12M)
Q2 2025
Ae Wealth Management LLC Shares Held: 730 ($25.1K)
Q2 2025
Harvest Investment Services, LLC Shares Held: 22.8K ($783K)

About XPND

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