Institutional shares held 34.8 Million
0 calls
0 puts
Total value of holdings $1.22B
$0 calls
$0 puts
# of Institutions 253


Latest Institutional Activity in XSOE

Top Purchases

Q2 2025
Pallas Capital Advisors LLC Shares Held: 486K ($17.1M)
Q2 2025
Michael S. Ryan, Inc. Shares Held: 467K ($16.4M)
Q2 2025
Wealth Plan Investment Management, LLC Shares Held: 74.6K ($2.62M)
Q2 2025
Evermay Wealth Management LLC Shares Held: 420K ($14.7M)
Q2 2025
Leo Wealth, LLC Shares Held: 61K ($2.14M)

Top Sells

Q2 2025
Valmark Advisers, Inc. Shares Held: 1.64M ($57.4M)
Q2 2025
Howard Financial Services, Ltd. Shares Held: 304K ($10.7M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 6.35K ($223K)
Q2 2025
Ifp Advisors, Inc Shares Held: 124K ($4.35M)
Q2 2025
Armis Advisers, LLC Shares Held: 39.4K ($1.38M)

About XSOE

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