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ERShares Private-Public Crossover ETF (XOVR) Institutional Ownership

ERShares Private-Public Crossover ETF logo
$22.16 -0.15 (-0.67%)
Closing price 04:00 PM Eastern
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$22.19 +0.03 (+0.14%)
As of 05:13 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)
64
Total
Institutional Inflows
(last 12 months)
$167.26M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.30M
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XOVR Institutional Buying and Selling by Quarter

ERShares Private-Public Crossover ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/16/2026HBK Investments L P150,445$3.17M0.0%N/A0.207%
9/9/2026Miramontes Capital LLC10,499$221K0.1%N/A0.011%
9/9/2026Lunt Capital Management Inc.70,370$1.48M0.5%N/A0.076%
9/9/2026Integrated Wealth Concepts LLC40,270$848K0.0%N/A0.043%
9/9/2026NewEdge Advisors LLC80,052$1.69M0.0%+215.7%0.086%
9/9/2026IFP Advisors Inc11,150$235K0.0%+97.8%0.012%
9/8/2026Allworth Financial LP2,588$54K0.0%+29.4%0.003%
9/8/2026Waverly Advisors LLC74,974$1.58M0.0%+15.6%0.081%
8/27/2026Corient Private Wealth LP9,554$201K0.0%N/A0.010%
8/25/2026Kingsbury Capital Investment Advisors LLC12,419$261K0.2%N/A0.013%
8/22/2026Turner Financial Group Inc.13,582$286K0.3%N/A0.015%
8/22/2026TD Waterhouse Canada Inc.2,823$60K0.0%+564.2%0.003%
8/22/2026Concurrent Investment Advisors LLC70,509$1.48M0.0%N/A0.076%
8/21/2026Carter Financial Group INC.29,514$621K0.3%-11.2%0.032%
8/21/2026Continuum Advisory LLC2,855$60K0.0%N/A0.003%
8/21/2026Vanguard Capital Wealth Advisors19,300$406K0.3%N/A0.021%
8/20/2026RPg Family Wealth Advisory LLC19,316$407K0.1%N/A0.021%
7/10/2026Wealthcare Advisory Partners LLC50,368$1.06M0.0%+19.7%0.051%
7/9/2026Focus Financial Network Inc.15,649$329K0.0%N/A0.016%
7/6/2026Trilogy Capital Inc.37,617$792K0.0%N/A0.037%
6/30/2026VectorGlobal IAG Inc.17,339$293K0.1%N/A0.032%
6/3/2026NewEdge Advisors LLC25,356$428K0.0%-26.0%0.047%
5/19/2026NewEdge Advisors LLC18,269$309K0.0%-46.6%0.034%
5/15/2026Waverly Advisors LLC64,851$1.10M0.0%+105.8%0.121%
5/13/2026Cetera Investment Advisers128,874$2.18M0.0%+31.1%0.240%
5/5/2026D.A. Davidson & CO.54,252$916K0.0%-29.2%0.101%
5/5/2026Sharpepoint LLC38,752$655K0.4%+185.9%0.072%
5/4/2026Chicago Partners Investment Group LLC12,107$204K0.0%N/A0.023%
4/30/2026Kestra Advisory Services LLC10,302$174K0.0%+112.3%0.020%
4/29/2026Aljian Capital Management LLC10,073$170K0.0%N/A0.020%
4/27/2026World Investment Advisors13,069$221K0.0%-29.9%0.031%
4/27/2026Carter Financial Group INC.33,221$561K0.3%-3.6%0.079%
4/24/2026Essex Financial Services Inc.14,364$243K0.0%+26.1%0.034%
4/23/2026Pasadena Private Wealth LLC10,240$173K0.0%N/A0.028%
4/22/2026Janney Montgomery Scott LLC10,276$174K0.0%N/A0.028%
4/22/2026Onyx Bridge Wealth Group LLC22,618$382K0.0%+39.5%0.062%
4/17/2026Total Clarity Wealth Management Inc.38,300$647K0.2%N/A0.113%
3/13/2026World Investment Advisors18,634$375K0.0%+6.8%0.023%
2/20/2026Catalyst Investment Management LLC29,383$592K0.6%N/A0.036%
2/18/2026Onyx Bridge Wealth Group LLC16,208$326K0.0%+7.8%0.020%
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2/18/2026NewEdge Advisors LLC34,243$690K0.0%-11.1%0.041%
2/17/2026Cetera Investment Advisers98,279$1.98M0.0%-7.2%0.119%
2/17/2026Jain Global LLC2,000,000$40.28M0.2%N/A2.421%
2/16/2026Mariner LLC38,621$778K0.0%+9.0%0.047%
2/13/2026Kestra Advisory Services LLC4,852$98K0.0%N/A0.006%
2/13/2026Stifel Financial Corp100,087$2.02M0.0%-24.7%0.121%
2/13/2026Carter Financial Group INC.34,464$694K0.4%+21.1%0.042%
2/13/2026Summit Financial LLC18,101$365K0.0%+49.0%0.022%
2/12/2026Commonwealth Equity Services LLC19,886$401K0.0%-9.2%0.024%
2/12/2026JT Stratford LLC32,249$649K0.1%+36.3%0.039%
2/12/2026Steward Partners Investment Advisory LLC3,058$62K0.0%+28.1%0.004%
2/12/2026Fox Hill Wealth Management19,096$385K0.2%N/A0.023%
2/11/2026Sharpepoint LLC13,555$273K0.2%+10.7%0.016%
2/11/2026LPL Financial LLC160,209$3.23M0.0%+98.2%0.194%
2/10/2026Essex Financial Services Inc.11,395$229K0.0%+9.5%0.014%
2/10/2026Northwestern Mutual Wealth Management Co.6,301$127K0.0%+28.0%0.008%
2/6/2026Creative Financial Designs Inc. ADV1,800$36K0.0%N/A0.002%
2/6/2026Csenge Advisory Group12,891$260K0.0%N/A0.016%
2/5/2026Tucker Asset Management LLC3,205$65K0.0%N/A0.004%
2/5/2026Allworth Financial LP2,000$40K0.0%N/A0.002%
2/4/2026World Investment Advisors18,634$375K0.0%+6.8%0.022%
2/3/2026AssuredPartners Investment Advisors LLC49,513$997K0.1%N/A0.060%
2/2/2026Truist Financial Corp45,106$908K0.0%+2.7%0.055%
1/29/2026D.A. Davidson & CO.76,579$1.54M0.0%N/A0.093%
1/26/2026CWM LLC3,675$74K0.0%+71.2%0.005%
1/23/2026Farther Finance Advisors LLC238,574$4.81M0.1%+18,834.4%0.293%
1/16/2026Tempus Wealth Planning LLC30,000$604K0.1%N/A0.037%
1/15/2026Fifth Third Wealth Advisors LLC20,105$405K0.0%N/A0.025%
1/14/2026Wealthcare Advisory Partners LLC35,434$714K0.0%+1.7%0.044%
1/12/2026SeaCrest Wealth Management LLC29,648$612K0.1%+139.2%0.037%
1/12/2026M & L Capital Management Ltd56,973$1.15M0.2%N/A0.071%
1/8/2026Wealth Enhancement Advisory Services LLC43,630$895K0.0%+71.2%0.059%
1/7/2026Vigilare Wealth Management16,902$340K0.1%-17.5%0.023%
1/6/2026Ransom Advisory Ltd1,500$30K0.0%N/A0.002%
11/18/2025Advisory Services Network LLC9,990$211K0.0%N/A0.050%
11/17/2025NewEdge Advisors LLC38,499$813K0.0%+29.7%0.192%
11/17/2025Susquehanna International Group LLP31,338$662K0.0%+98.9%0.156%
11/17/2025Northwestern Mutual Wealth Management Co.4,923$104K0.0%+160.8%0.025%
11/17/2025Mariner LLC35,427$748K0.0%+22.7%0.176%
11/17/2025Carter Financial Group INC.28,456$601K0.4%+9.2%0.142%
11/17/2025Bank of America Corp DE61,349$1.30M0.0%-1.7%0.306%
11/14/2025Raymond James Financial Inc.662,089$13.98M0.0%+276.7%3.297%
11/14/2025Sharpepoint LLC12,250$259K0.2%+12.7%0.061%
11/13/2025SeaCrest Wealth Management LLC12,394$266K0.0%N/A0.062%
11/12/2025JT Stratford LLC23,657$500K0.1%+20.6%0.118%
11/12/2025Kingsview Wealth Management LLC17,322$366K0.0%-12.7%0.086%
11/12/2025Group One Trading LLC2,642$56K0.0%+2,542.0%0.013%
11/7/2025Essex Financial Services Inc.10,403$220K0.0%N/A0.052%
11/7/2025Wealthcare Advisory Partners LLC34,837$736K0.0%+12.1%0.173%
11/6/2025Onyx Bridge Wealth Group LLC15,032$317K0.0%+9.3%0.075%
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11/6/2025Oppenheimer & Co. Inc.60,935$1.29M0.0%+16.2%0.303%
11/4/2025IMC Chicago LLC4,021,955$84.94M0.0%N/A20.030%
11/3/2025AE Wealth Management LLC51,123$1.08M0.0%+38.5%0.255%
11/3/2025Truist Financial Corp43,899$927K0.0%+7.4%0.219%
10/29/2025Wealth Enhancement Advisory Services LLC25,490$538K0.0%+4.6%0.128%
10/23/2025JTC Employer Solutions Trustee Ltd14,192$300K0.0%N/A0.071%
10/21/2025Western Pacific Wealth Management LP3,221$68K0.1%+436.8%0.017%
10/16/2025Fortress Wealth Management Inc.230,510$4.87M2.2%-4.3%1.084%
10/15/2025CWM LLC2,146$45K0.0%+58.0%0.010%
10/14/2025Farther Finance Advisors LLC1,260$27K0.0%+189.0%0.006%


XOVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of ERShares Private-Public Crossover ETF. The most heavily invested institutionals were IMC Chicago LLC ($84.94M), Jain Global LLC ($40.28M), Raymond James Financial Inc. ($13.98M), Fortress Wealth Management Inc. ($4.87M), Farther Finance Advisors LLC ($4.81M), LPL Financial LLC ($3.23M), and HBK Investments L P ($3.17M).Learn more on ERShares Private-Public Crossover ETF's institutional investors.

Of the 81 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: IMC Chicago LLC ($4.02M), Jain Global LLC ($2M), Raymond James Financial Inc. ($506.56K), Fortress Wealth Management Inc. ($326.71K), Farther Finance Advisors LLC ($238.14K), HBK Investments L P ($150.45K), and Cetera Investment Advisers ($106.09K).

Institutional investors have bought a total of 8,086,980 shares in the last 24 months. This purchase volume represents approximately $167.26M in transactions.

Of the 11 institutional investors that sold ERShares Private-Public Crossover ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stifel Financial Corp ($32.83K), NewEdge Advisors LLC ($29.12K), D.A. Davidson & CO. ($22.33K), Fortress Wealth Management Inc. ($10.32K), Cetera Investment Advisers ($7.68K), World Investment Advisors ($5.57K), and Carter Financial Group INC. ($4.95K).

Institutional investors have sold a total of 121,972 shares in the last 24 months. This volume of shares sold represents approximately $2.30M in transactions.


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Institutional ownership data for NASDAQ:XOVR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/16/2026. New 13F filings are added each quarter as they're published.
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