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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
9 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
64 filers reported a long position in XSVN for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $108.2M | 2.3M | +23.7% |
| Gradient Investments LLC | $70M | 1.5M | +38.8% |
| Blue Trust, Inc. | $23.2M | 491.3K | New |
| AE Wealth Management LLC | $21.1M | 445.6K | -13.5% |
| BANK OF AMERICA CORP /DE/ | $9.8M | 207.3K | +8.1% |
| Mattson Financial Services, LLC | $8.1M | 172K | +50.3% |
| Empowered Funds, LLC | $6.7M | 142.4K | New |
| EP Wealth Advisors, LLC | $6.4M | 134.7K | +1,961.7% |
| Lido Advisors, LLC | $5.3M | 111.1K | +5.4% |
| SILVER OAK SECURITIES, INCORPORATED | $5.1M | 108.8K | +1.5% |
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