Who Owns ERShares Private-Public Crossover ETF (XOVR)?Hedge Fund & Institutional Holders

$17.41+0.18 (+1.07%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.580000004e+249T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$14.52$16.32$18.12$19.91$21.71Aug 24Jun 25Mar 26

XOVR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+18.0M+$362.0B
Jain Global LLCNew Position+2.0M+$40.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+499K+$8.3B
Elequin Capital, LPNew Position+250K+$5.0B
Farther Finance Advisors, LLCIncreased+237K+$4.8B
D.A. DAVIDSON & CO.New Position+77K+$1.5B
OPPENHEIMER & CO INCNew Position+61K+$1.2B
M & L Capital Management LtdNew Position+57K+$1.1B
AssuredPartners Investment Advisors, LLCNew Position+50K+$997.0M
IMC-Chicago, LLCNew Position+35K+$703.0M
Tempus Wealth Planning, LLCNew Position+30K+$604.0M
Fifth Third Wealth Advisors LLCNew Position+20K+$404.0M
Fox Hill Wealth ManagementNew Position+19K+$384.0M
Onyx Bridge Wealth Group LLCNew Position+16K+$326.0M
Csenge Advisory GroupNew Position+13K+$259.0M

XOVR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-174K-$5.0B
Cetera Investment AdvisersDecreased-8K-$2.2B
NewEdge Advisors, LLCDecreased-4K-$813.1M
STIFEL FINANCIAL CORPDecreased-33K-$807.2M
ROYAL BANK OF CANADADecreased-30K-$641.0M
Kingsview Wealth Management, LLCClosed Position-17K-$365.8M
CITADEL ADVISORS LLCClosed Position-10K-$211.8M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-5K-$104.0M
Vigilare Wealth ManagementDecreased-4K-$92.5M
OSAIC HOLDINGS, INC.Decreased-4-$23.9M
Creekmur Asset Management LLCClosed Position-800-$16.9M
Parallel Advisors, LLCDecreased-52-$16.4M
UBS Group AGDecreased-52-$2.1M
BlackRock, Inc.Decreased-420-$25K
BECK CAPITAL MANAGEMENT, LLCDecreased-336-$16K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/17,824,724$358.0B26.04%Share
2Jain Global LLC2,000,000$40.0B193.36%Share
3SUSQUEHANNA INTERNATIONAL GROUP, LLP495,373$9.0B1.04%Share
4RAYMOND JAMES FINANCIAL INC355,486$7.0B2.18%Share
5Elequin Capital, LP250,000$5.0B0.37%Share
6Farther Finance Advisors, LLC238,574$4.8B51.47%Share
7BANK OF AMERICA CORP /DE/208,625$4.0B0.29%Share
8STIFEL FINANCIAL CORP100,087$2.0B1.80%Share
9RAYMOND JAMES FINANCIAL INC132,107$2.0B0.62%Share
10D.A. DAVIDSON & CO.76,579$1.5B9.45%Share
11OPPENHEIMER & CO INC60,786$1.2B17.38%Share
12M & L Capital Management Ltd56,973$1.1B0.24%Share
13AssuredPartners Investment Advisors, LLC49,513$997.0M0.15%Share
14Wealthcare Advisory Partners LLC35,434$713.0M14.01%Share
15IMC-Chicago, LLC34,947$703.0M0.26%Share
16Carter Financial Group, INC.34,464$694.0M0.41%Share
17Tempus Wealth Planning, LLC30,000$604.0M0.14%Share
18Fifth Third Wealth Advisors LLC20,105$404.0M0.01%Share
19GTS SECURITIES LLC19,520,662$393.0M13.40%Share
20Fox Hill Wealth Management19,096$384.0M0.18%Share
21Vigilare Wealth Management16,902$340.0M0.11%Share
22Onyx Bridge Wealth Group LLC15,508$312.0M0.03%Share
23SHARPEPOINT LLC13,555$272.0M0.16%Share
24Csenge Advisory Group12,891$259.0M0.01%Share
25Alpine Bank Wealth Management10,000$201.0M0.03%Share
26Western Pacific Wealth Management, LP3,221$64.0M0.06%Share
27GROUP ONE TRADING LLC2,734$55.0M0.10%Share
28American Capital Advisory, LLC2,000$40.0M0.02%Share
29CREATIVE FINANCIAL DESIGNS INC /ADV1,800$36.0M0.00%Share
30Onyx Bridge Wealth Group LLC700$14.0M0.00%Share
31JANE STREET GROUP, LLC653,453$13.0M0.00%Share
32GABLES CAPITAL MANAGEMENT INC.500$10.0M0.00%Share
33Aspect Partners, LLC450$9.0M0.00%Share
34Roxbury Financial LLC341$6.0M0.01%Share
35N.E.W. Advisory Services LLC261$5.0M0.00%Share
36Spire Wealth Management200$4.0M0.00%Share
37LPL Financial LLC160,209$3.0M0.00%Share
38Olistico Wealth, LLC100$2.0M0.00%Share
39Cetera Investment Advisers98,279$1.0M0.00%Share
40TRUIST FINANCIAL CORP44,836$902K0.00%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC43,630$895K0.00%Share
42JT Stratford LLC32,249$649K0.08%Share
43SeaCrest Wealth Management, LLC29,648$611K0.06%Share
44Catalyst Investment Management LLC29,383$591K0.56%Share
45World Investment Advisors18,634$375K0.01%Share
46JTC Employer Solutions Trustee Ltd14,192$286K0.02%Share
47Benson Wealth Management INC12,781$257K0.29%Share
48BECK CAPITAL MANAGEMENT, LLC9,982$201K0.05%Share
49CWM, LLC3,675$74K0.00%Share
50HARBOUR INVESTMENTS, INC.2,183$43K0.00%Share

XOVR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$442.3B+37
Q3 202547$28.8B-14
Q2 202561$26.4B+4
Q1 202557$15.3B+36
Q4 202421$12.8B+15
Q3 20246$360.6B—

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As of Q4 2025, 50 institutional investors hold XOVR (ERShares Private-Public Crossover ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $358.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own XOVR?

As of Q4 2025, 50 institutional investors report holding XOVR (ERShares Private-Public Crossover ETF) in their 13F filings.

Who is the largest institutional holder of XOVR?

The largest institutional holder of XOVR is BANK OF AMERICA CORP /DE/ with $358.0B in shares.

Is institutional ownership of XOVR increasing or decreasing?

This quarter, 12 institutions opened new positions in XOVR and 3 closed their positions.