Institutional shares held 8.15 Million
616K calls
167K puts
Total value of holdings $512M
$38.7M calls
$10.5M puts
# of Institutions 220


Latest Institutional Activity in XMLV

Top Purchases

Q4 2025
Massmutual Trust CO Fsb Shares Held: 19.7K ($1.24M)
Q4 2025
Park Avenue Securities LLC Shares Held: 5.2K ($327K)
Q4 2025
Roxbury Financial LLC Shares Held: 305 ($19.2K)
Q3 2025
Srs Capital Advisors, Inc. Shares Held: 79.4K ($4.99M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 147K ($9.22M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.2K ($706K)
Q3 2025
Stifel Financial Corp Shares Held: 31.8K ($2M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 183K ($11.5M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 280K ($17.6M)
Q3 2025
Wbi Investments, Inc. Shares Held: 24.1K ($1.52M)

About XMLV

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