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ERShares Private-Public Crossover ETF (XOVR) Institutional Ownership

ERShares Private-Public Crossover ETF logo
$19.89 -0.16 (-0.80%)
Closing price 04:00 PM Eastern
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$19.96 +0.07 (+0.35%)
As of 06:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for ERShares Private-Public Crossover ETF (NASDAQ:XOVR)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$16.60M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.51M
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XOVR Institutional Buying and Selling by Quarter

ERShares Private-Public Crossover ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025NewEdge Advisors LLC29,693$567K0.0%+13.3%0.121%
8/13/2025JT Stratford LLC19,624$375K0.1%+71.0%0.080%
8/8/2025 Kingsview Wealth Management LLC19,835$379K0.0%N/A0.081%
8/8/2025 Cetera Investment Advisers75,497$1.44M0.0%+62.8%0.308%
8/6/2025 AE Wealth Management LLC36,921$705K0.0%N/A0.151%
8/6/2025 Atlantic Union Bankshares Corp1,534$29K0.0%N/A0.006%
8/4/2025 World Investment Advisors17,780$339K0.0%N/A0.073%
8/4/2025 Whalen Wealth Management Inc.29,936$571K0.4%N/A0.122%
7/30/2025 Onyx Bridge Wealth Group LLC13,747$262K0.0%+7.8%0.057%
7/25/2025 Apollon Wealth Management LLC27,469$524K0.0%N/A0.114%
7/22/2025 Wealthcare Advisory Partners LLC31,077$593K0.0%+20.5%0.129%
7/18/2025 Truist Financial Corp40,885$780K0.0%+4.9%0.170%
7/10/2025 Fortress Wealth Management Inc.240,828$4.60M2.2%+1.6%1.238%
7/10/2025 Wealth Enhancement Advisory Services LLC24,358$466K0.0%+38.3%0.125%
5/16/2025NewEdge Advisors LLC26,200$418K0.0%+66.9%0.137%
5/15/2025 Trexquant Investment LP11,220$179K0.0%N/A0.059%
5/14/2025Northwestern Mutual Wealth Management Co.1,785$28K0.0%N/A0.009%
5/14/2025JT Stratford LLC11,476$183K0.0%N/A0.060%
5/13/2025 Nations Financial Group Inc. IA ADV64,740$1.03M0.1%N/A0.339%
5/8/2025 Harbour Investments Inc.2,081$33K0.0%N/A0.011%
5/6/2025 Cetera Investment Advisers46,372$740K0.0%N/A0.242%
5/5/2025 IFP Advisors Inc2,537$40K0.0%+217.5%0.013%
5/5/2025 ETF Store Inc.27,467$438K0.5%-24.3%0.143%
5/5/2025 Private Advisor Group LLC15,402$246K0.0%N/A0.080%
5/2/2025 Fortress Wealth Management Inc.237,075$3.78M2.0%-26.6%1.259%
4/30/2025 Sharpepoint LLC10,867$179K0.2%N/A0.058%
4/29/2025 Onyx Bridge Wealth Group LLC12,747$203K0.0%N/A0.068%
4/23/2025 Oppenheimer & Co. Inc.11,983$191K0.0%N/A0.064%
4/16/2025 Wealth Enhancement Advisory Services LLC17,618$281K0.0%N/A0.094%
4/15/2025 Wealthcare Advisory Partners LLC25,792$411K0.0%N/A0.137%
2/18/2025 GTS Securities LLC49,564$893K0.0%+121.9%0.314%
2/17/2025Bank of America Corp DE6,580$119K0.0%N/A0.042%
2/14/2025Jane Street Group LLC81,592$1.47M0.0%N/A0.516%
2/14/2025Stifel Financial Corp15,253$275K0.0%N/A0.097%
2/13/2025NewEdge Advisors LLC15,700$283K0.0%N/A0.099%
2/10/2025 ETF Store Inc.36,305$654K0.8%+1.7%0.230%
2/10/2025 Commonwealth Equity Services LLC10,751$194K0.0%N/A0.068%
1/31/2025 Truist Financial Corp14,249$257K0.0%N/A0.091%
1/28/2025 American Capital Advisory LLC2,000$36K0.0%N/A0.015%
1/22/2025 Fortress Wealth Management Inc.322,954$5.82M2.8%+19.7%2.547%
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11/7/2024 ETF Store Inc.35,715$576K0.6%N/A0.674%
10/18/2024 Fortress Wealth Management Inc.269,823$4.36M2.2%N/A5.091%
(Data available from 1/1/2016 forward)

XOVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XOVR shares?

During the previous two years, 29 institutional investors and hedge funds held shares of ERShares Private-Public Crossover ETF. The most heavily invested institutionals were Fortress Wealth Management Inc. ($4.60M), Jane Street Group LLC ($1.47M), Cetera Investment Advisers ($1.44M), Nations Financial Group Inc. IA ADV ($1.03M), GTS Securities LLC ($893K), Truist Financial Corp ($780K), and AE Wealth Management LLC ($705K).Learn more on ERShares Private-Public Crossover ETF's institutional investors.

Which institutional investors have been buying ERShares Private-Public Crossover ETF's stock?

Of the 29 institutional investors that purchased ERShares Private-Public Crossover ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fortress Wealth Management Inc. ($326.71K), Jane Street Group LLC ($81.59K), Cetera Investment Advisers ($75.50K), Nations Financial Group Inc. IA ADV ($64.74K), AE Wealth Management LLC ($36.92K), ETF Store Inc. ($36.31K), and Wealthcare Advisory Partners LLC ($31.08K).

How much institutional buying is happening at ERShares Private-Public Crossover ETF?

Institutional investors have bought a total of 969,869 shares in the last 24 months. This purchase volume represents approximately $16.60M in transactions.

Which of ERShares Private-Public Crossover ETF's major shareholders have been selling company stock?

The following institutional investors have sold ERShares Private-Public Crossover ETF stock in the last 24 months: Fortress Wealth Management Inc. ($85.88K), and ETF Store Inc. ($8.84K).

How much institutional selling is happening at ERShares Private-Public Crossover ETF?

Institutional investors have sold a total of 94,717 shares in the last 24 months. This volume of shares sold represents approximately $1.51M in transactions.



This page (NASDAQ:XOVR) was last updated on 8/14/2025 by MarketBeat.com Staff
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