Who Owns XOVR?
ERShares Private-Public Crossover ETF — Institutional Ownership & 13F Holdings
$18.52
+0.09 (+0.49%)
Market Cap
$341.5M
Shares Outstanding
19,281,338
Institutional Holders
57
Total Inst. Value
$44.1M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.5M | 1,785 |
| 2 | Fortress Wealth Management, Inc. | $3.8M | 237,075 |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.5M | 155,529 |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.0M | 64,740 |
| 5 | BANK OF AMERICA CORP /DE/ | $994K | 62,429 |
| 6 | GTS SECURITIES LLC | $983K | 61,606 |
| 7 | Cetera Investment Advisers | $740K | 46,372 |
| 8 | TRUIST FINANCIAL CORP | $622K | 38,967 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $450K | 28,244 |
| 10 | ETF Store, Inc. | $438K | 27,467 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +56K | $994K |
| GTS SECURITIES LLC | +12K | $983K |
| TRUIST FINANCIAL CORP | +25K | $622K |
| NewEdge Advisors, LLC | +11K | $418K |
| STIFEL FINANCIAL CORP | +8K | $365K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ETF Store, Inc. | -9K | $438K |
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Frequently Asked Questions
How many institutional investors hold XOVR?
As of Q1 2025, 57 institutional investors report holding XOVR (ERShares Private-Public Crossover ETF) in their 13F filings.
Which hedge fund owns the most XOVR?
The largest institutional holder of XOVR is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $28.5M in shares.
Are institutions buying or selling XOVR?
This quarter, 41 institutions opened new positions in XOVR and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.