Institutional shares held 1.02 Million
0 calls
0 puts
Total value of holdings $13M
$0 calls
$0 puts
# of Institutions 33


Latest Institutional Activity in XSHD

Top Purchases

Q4 2025
Heartwood Wealth Advisors LLC Shares Held: 144K ($1.83M)
Q4 2025
Concord Wealth Partners Shares Held: 147K ($1.87M)
Q4 2025
Concord Asset Management, Llc/Va Shares Held: 147K ($1.87M)
Q3 2025
Cowa, LLC Shares Held: 31.8K ($403K)
Q3 2025
Lpl Financial LLC Shares Held: 186K ($2.36M)

Top Sells

Q4 2025
Investors Research Corp Shares Held: 43.8K ($556K)
Q3 2025
Kingsview Wealth Management, LLC Shares Held: 25.9K ($329K)
Q3 2025
Wells Fargo & Company Shares Held: 1 ($12.7)
Q2 2025
Two Sigma Investments, LP Shares Held: 15.4K ($196K)
Q2 2025
Elite Financial, Inc. Shares Held: 20.3K ($257K)

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