Institutional Ownership Xeris Biopharma Holdings, Inc. (XERS)
This table provides information about the institutional ownership of Xeris Biopharma Holdings, Inc. (XERS). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 94.1 Million shares, which have been reported (via 13F filing form) to have a value of $682 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,877
shares
|
$13,608
0.0% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,765
shares
|
$12,796
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,553
shares
|
$11,259
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,058
shares
|
$7,670
0.0% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,011
shares
|
$7,329
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$7,250
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,000
shares
|
$7,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$7,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
894
shares
|
$6,481
0.0% of portfolio
|
Q3 2025
Added 61.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
631
shares
|
$4,574
0.0% of portfolio
|
Q2 2025
Added 61.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
621
shares
|
$4,502
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
581
shares
|
$4,212
0.0% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
420
shares
|
$3,045
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
404
shares
|
$2,929
0.0% of portfolio
|
Q1 2022
Added 296.08%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
400
shares
|
$2,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
372
shares
|
$2,697
0.0% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
354
shares
|
$2,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
336
shares
|
$2,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
321
shares
|
$2,327
0.0% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
308
shares
|
$2,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
300
shares
|
$2,175
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
200
shares
|
$1,450
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
155
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
81
shares
|
$587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
80
shares
|
$580
0.0% of portfolio
|
Q3 2025
Reduced 94.01%
|
|