Institutional shares held 6.76 Million
0 calls
0 puts
Total value of holdings $370M
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in XSVM

Top Purchases

Q4 2025
Oxen Free Capital LLC Shares Held: 20.6K ($1.13M)
Q4 2025
Cooper Financial Group Shares Held: 73.6K ($4.03M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 4.79K ($263K)
Q4 2025
Fermata Advisors, LLC Shares Held: 55.4K ($3.03M)
Q4 2025
Bestgate Wealth Advisors, LLC Shares Held: 31.6K ($1.73M)

Top Sells

Q4 2025
Spire Wealth Management Shares Held: 25.8K ($1.41M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 30.5K ($1.67M)
Q4 2025
Southland Equity Partners LLC Shares Held: 9.22K ($505K)
Q4 2025
Marshall Financial Group LLC Shares Held: 17.2K ($943K)
Q4 2025
Dopkins Wealth Management, LLC Shares Held: 44K ($2.41M)

About XSVM

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