Institutional shares held 6.99 Million
0 calls
0 puts
Total value of holdings $368M
$0 calls
$0 puts
# of Institutions 137


Latest Institutional Activity in XSVM

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 37.4K ($1.97M)
Q2 2025
Ubs Group Ag Shares Held: 68.5K ($3.6M)
Q2 2025
360 Financial, Inc. Shares Held: 314K ($16.5M)
Q2 2025
Valmark Advisers, Inc. Shares Held: 295K ($15.5M)
Q2 2025
Dopkins Wealth Management, LLC Shares Held: 45.1K ($2.37M)

Top Sells

Q2 2025
Cwm, LLC Shares Held: 253K ($13.3M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 431K ($22.7M)
Q2 2025
Morgan Stanley Shares Held: 375K ($19.7M)
Q2 2025
Lpl Financial LLC Shares Held: 1.09M ($57.2M)
Q2 2025
Avantax Advisory Services, Inc. Shares Held: 246K ($12.9M)

About XSVM

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