Institutional shares held 8.17 Million
0 calls
100 puts
Total value of holdings $436M
$0 calls
$5K puts
# of Institutions 142


Latest Institutional Activity in XSVM

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 37.4K ($2M)
Q2 2025
Hbw Advisory Services LLC Shares Held: 25K ($1.33M)
Q2 2025
Oxen Free Capital LLC Shares Held: 17.9K ($953K)
Q2 2025
Fortress Wealth Management, Inc. Shares Held: 33.1K ($1.76M)
Q1 2025
Congress Wealth Management LLC Shares Held: 124K ($6.59M)

Top Sells

Q2 2025
Marshall Financial Group LLC Shares Held: 17.9K ($955K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.8K ($577K)
Q2 2025
Fermata Advisors, LLC Shares Held: 51.2K ($2.73M)
Q2 2025
Tru Wealth Advisors, LLC Shares Held: 4.18K ($223K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 770 ($41K)

About XSVM

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