Institutional shares held 35.5 Million
0 calls
0 puts
Total value of holdings $1.38B
$0 calls
$0 puts
# of Institutions 255


Latest Institutional Activity in XSOE

Top Purchases

Q4 2025
Leo Wealth, LLC Shares Held: 63.4K ($2.46M)
Q4 2025
Pallas Capital Advisors LLC Shares Held: 539K ($20.9M)
Q4 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 608K ($23.6M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 161K ($6.23M)
Q4 2025
Michael S. Ryan, Inc. Shares Held: 470K ($18.2M)

Top Sells

Q4 2025
Revolve Wealth Partners, LLC Shares Held: 8.33K ($323K)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 7.38K ($286K)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 24.4K ($949K)
Q4 2025
Skyline Advisors, Inc. Shares Held: 35.2K ($1.36M)
Q4 2025
Mayflower Financial Advisors, LLC Shares Held: 14.9K ($579K)

About XSOE

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