Institutional shares held 606,582
0 calls
0 puts
Total value of holdings $49.8M
$0 calls
$0 puts
# of Institutions 87


Latest Institutional Activity in XHE

Top Purchases

Q4 2025
Sound Income Strategies, LLC Shares Held: 452 ($37.1K)
Q3 2025
Ci Private Wealth, LLC Shares Held: 9.59K ($788K)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 6.37K ($523K)
Q3 2025
Rockefeller Capital Management L.P. Shares Held: 5.05K ($415K)
Q3 2025
Iht Wealth Management, LLC Shares Held: 3.24K ($266K)

Top Sells

Q4 2025
Clear Creek Financial Management, LLC Shares Held: 3.5K ($287K)
Q4 2025
Ntv Asset Management LLC Shares Held: 8.95K ($735K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 2.07K ($170K)
Q3 2025
Morgan Stanley Shares Held: 104K ($8.56M)
Q3 2025
Ubs Group Ag Shares Held: 53.3K ($4.38M)

About XHE

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