Institutional shares held 3.32 Million
0 calls
0 puts
Total value of holdings $200M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in XMVM

Top Purchases

Q4 2025
Mor Wealth Management, LLC Shares Held: 3.51K ($212K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 86 ($5.19K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 65 ($3.92K)
Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 65 ($3.92K)
Q3 2025
Lpl Financial LLC Shares Held: 545K ($32.8M)

Top Sells

Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 508K ($30.6M)
Q4 2025
Breakwater Capital Group Shares Held: 17.6K ($1.06M)
Q3 2025
Morgan Stanley Shares Held: 208K ($12.5M)
Q3 2025
Wells Fargo & Company Shares Held: 24K ($1.45M)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 1.59K ($95.7K)

About XMVM

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