Institutional shares held 3.43 Million
0 calls
0 puts
Total value of holdings $178M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in XVV

Top Purchases

Q4 2025
Sprinkle Financial Consultants LLC Shares Held: 11.9K ($616K)
Q4 2025
Freedom Financial Partners LLC Shares Held: 10.7K ($557K)
Q3 2025
Brown Advisory Inc Shares Held: 159K ($8.27M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 63K ($3.27M)
Q3 2025
Raymond James Financial Inc Shares Held: 89.8K ($4.66M)

Top Sells

Q4 2025
Magnus Financial Group LLC Shares Held: 19.5K ($1.01M)
Q3 2025
Mml Investors Services, LLC Shares Held: 5.74K ($298K)
Q3 2025
Sunbelt Securities, Inc. Shares Held: 759 ($39.3K)
Q3 2025
Tarbox Family Office, Inc. Shares Held: 14.3K ($741K)
Q3 2025
Bsw Wealth Partners Shares Held: 63.8K ($3.31M)

About XVV

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