Institutional shares held 849,842
0 calls
0 puts
Total value of holdings $11.5M
$0 calls
$0 puts
# of Institutions 36


Latest Institutional Activity in XSHD

Top Purchases

Q2 2025
Heartwood Wealth Advisors LLC Shares Held: 122K ($1.65M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 1.6K ($21.7K)
Q2 2025
Eagle Bluffs Wealth Management LLC Shares Held: 10.5K ($142K)
Q1 2025
Cetera Investment Advisers Shares Held: 85K ($1.15M)
Q1 2025
Lpl Financial LLC Shares Held: 145K ($1.97M)

Top Sells

Q2 2025
Farther Finance Advisors, LLC Shares Held: 2.97K ($40.3K)
Q2 2025
Investors Research Corp Shares Held: 44.3K ($601K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 10.3K ($140K)
Q1 2025
Iht Wealth Management, LLC Shares Held: 21.1K ($287K)
Q1 2025
Ubs Group Ag Shares Held: 1.38K ($18.7K)

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