Institutional shares held 35.4 Million
0 calls
0 puts
Total value of holdings $1.37B
$0 calls
$0 puts
# of Institutions 253


Latest Institutional Activity in XSOE

Top Purchases

Q4 2025
Michael S. Ryan, Inc. Shares Held: 470K ($18.2M)
Q4 2025
Fermata Advisors, LLC Shares Held: 15.7K ($609K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.7K ($221K)
Q3 2025
Resources Investment Advisors, Llc. Shares Held: 3.73M ($145M)
Q3 2025
Ubs Group Ag Shares Held: 1.29M ($49.9M)

Top Sells

Q3 2025
Evermay Wealth Management LLC Shares Held: 195K ($7.57M)
Q3 2025
Bank Of America Corp Shares Held: 1.99M ($77.2M)
Q3 2025
Charles Schwab Investment Management Inc Shares Held: 727K ($28.2M)
Q3 2025
Wealth Plan Investment Management, LLC Shares Held: 20.7K ($804K)
Q3 2025
Leo Wealth, LLC Shares Held: 8.67K ($336K)

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