Institutional shares held 35.3 Million
0 calls
0 puts
Total value of holdings $1.36B
$0 calls
$0 puts
# of Institutions 250


Latest Institutional Activity in XSOE

Top Purchases

Q3 2025
Encompass More Asset Management Shares Held: 62.3K ($2.39M)
Q3 2025
Gould Asset Management LLC Shares Held: 256K ($9.83M)
Q3 2025
Valmark Advisers, Inc. Shares Held: 1.66M ($63.8M)
Q3 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 593K ($22.8M)
Q3 2025
Croban Shares Held: 46K ($1.77M)

Top Sells

Q3 2025
Wealth Plan Investment Management, LLC Shares Held: 20.7K ($796K)
Q3 2025
Cwm, LLC Shares Held: 276K ($10.6M)
Q3 2025
American Financial & Tax Strategies Inc Shares Held: 261K ($10M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 53.8K ($2.07M)
Q3 2025
Defined Financial Planning LLC Shares Held: 136K ($5.23M)

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