ERShares Private-Public Crossover ETF (XOVR) Institutional Ownership $21.22 +0.33 (+1.58%) Closing price 04:00 PM EasternExtended Trading$21.22 0.00 (-0.02%) As of 07:49 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for ERShares Private-Public Crossover ETF (NASDAQ:XOVR)Number ofInstitutional Buyers(last 12 months)31TotalInstitutional Inflows(last 12 months)$17.48MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$1.54M Get XOVR Insider Trade Alerts Want to know when executives and insiders are buying or selling ERShares Private-Public Crossover ETF stock? 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Skip Chart & View Institutional Buying and Selling Data XOVR Institutional Buying and Selling by Quarter ERShares Private-Public Crossover ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 Osaic Holdings Inc.1,934$37K0.0%-39.8%0.008% 8/22/2025 Carter Financial Group INC.26,048$497K0.3%N/A0.106% 8/14/2025 Raymond James Financial Inc.175,764$3.36M0.0%+13.0%0.718% 8/14/2025 NewEdge Advisors LLC29,693$567K0.0%+13.3%0.121% 8/13/2025 JT 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% Get the Latest News and Ratings for XOVR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for ERShares Private-Public Crossover ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 5/15/2025Trexquant 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% 5/13/2025Nations Financial Group Inc. IA ADV64,740$1.03M0.1%N/A0.339% 5/8/2025Harbour Investments Inc.2,081$33K0.0%N/A0.011% 5/6/2025Cetera Investment Advisers46,372$740K0.0%N/A0.242% 5/5/2025IFP Advisors Inc2,537$40K0.0%+217.5%0.013% 5/5/2025ETF Store Inc.27,467$438K0.5%-24.3%0.143% 5/5/2025Private Advisor Group LLC15,402$246K0.0%N/A0.080% 5/2/2025Fortress Wealth Management Inc.237,075$3.78M2.0%-26.6%1.259% 4/30/2025Sharpepoint LLC10,867$179K0.2%N/A0.058% 4/29/2025Onyx Bridge Wealth Group LLC12,747$203K0.0%N/A0.068% 4/23/2025Oppenheimer & Co. Inc.11,983$191K0.0%N/A0.064% 4/16/2025Wealth Enhancement Advisory Services LLC17,618$281K0.0%N/A0.094% 4/15/2025Wealthcare Advisory Partners LLC25,792$411K0.0%N/A0.137% 2/18/2025GTS 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% 2/10/2025ETF Store Inc.36,305$654K0.8%+1.7%0.230% 2/10/2025Commonwealth Equity Services LLC10,751$194K0.0%N/A0.068% 1/31/2025Truist Financial Corp14,249$257K0.0%N/A0.091% 1/28/2025American Capital Advisory LLC2,000$36K0.0%N/A0.015% 1/22/2025Fortress Wealth Management Inc.322,954$5.82M2.8%+19.7%2.547% 11/7/2024ETF Store Inc.35,715$576K0.6%N/A0.674% 10/18/2024Fortress 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, 32 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), Raymond James Financial Inc. ($3.36M), Jane Street Group LLC ($1.47M), Cetera Investment Advisers ($1.44M), Nations Financial Group Inc. IA ADV ($1.03M), GTS Securities LLC ($893K), and Truist Financial Corp ($780K).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 31 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 1,016,152 shares in the last 24 months. This purchase volume represents approximately $17.48M 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), ETF Store Inc. ($8.84K), and Osaic Holdings Inc. ($1.28K). How much institutional selling is happening at ERShares Private-Public Crossover ETF? Institutional investors have sold a total of 95,997 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions. 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