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Ershares Private-Public Cros (XOVR)

CUSIP: 293828877 | NYSE | 308 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Quarterback LLC408,282
2.7% of portfolio›$8.7M
Prime Capital Investment Advisors, LLC393,485
0.1% of portfolio›$8.4M
VVR Holdings LLC222,709
2.0% of portfolio›$4.8M
Commonwealth Equity Services, LLC157,223
0.0% of portfolio›$3.4M
Fifth Third Securities, Inc.143,496
0.2% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.138,532
0.0% of portfolio›$3.0M
Independent Financial Group, LLC115,522
0.0% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC86,703
0.0% of portfolio›$1.9M
Imc-Chicago, LLC79,220
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC52,239
0.0% of portfolio›$1.1M
Oppenheimer & Co Inc49,855
0.0% of portfolio›$1.1M
Wealthcare Advisory Partners LLC48,420
0.0% of portfolio›$1.0M
Truist Financial Corp46,838
0.0% of portfolio›$1.0M
Lynx Capital Group LTD45,165
0.4% of portfolio›$964.7K
Simplex Trading, LLC44,201
0.0% of portfolio›$944.1K
Belvedere Trading LLC40,400
0.0% of portfolio›$862.9K
Trilogy Capital Inc.37,615
0.0% of portfolio›$803.5K
Virtus Family Office LLC31,746
0.5% of portfolio›$678.1K
Concurrent Investment Advisors, LLC31,698
0.0% of portfolio›$677.1K
Thrive Capital Management, LLC30,183
0.1% of portfolio›$644.7K
Carter Financial Group, Inc.29,138
0.3% of portfolio›$622.4K
Farther Finance Advisors, LLC23,779
0.0% of portfolio›$507.9K
Victory Financial Group, LLC21,926
0.0% of portfolio›$468.3K
Creative Planning21,885
0.0% of portfolio›$467.5K
Flagship Harbor Advisors, LLC21,290
0.0% of portfolio›$454.8K
Sigma Planning Corp20,877
0.0% of portfolio›$445.9K
StoneX Group Inc.19,769
0.0% of portfolio›$412.8K
MGO One Seven LLC18,597
0.0% of portfolio›$397.2K
International Assets Investment Management, LLC18,265
0.0% of portfolio›$388.9K
Vanguard Capital Wealth Advisors17,300
0.3% of portfolio›$369.5K
Horizon Wealth Management, LLC17,194
0.0% of portfolio›$367.3K
Spire Wealth Management16,759
0.0% of portfolio›$358.0K
D.A. Davidson & Co.16,422
0.0% of portfolio›$350.8K
Chicago Partners Investment Group LLC16,227
0.0% of portfolio›$337.0K
Bryn Mawr Trust Advisors, LLC15,964
0.0% of portfolio›$341.0K
Harfst & Associates, Inc.15,858
0.1% of portfolio›$338.7K
Milestone Asset Management, LLC15,119
0.1% of portfolio›$322.9K
Convergence Financial, LLC14,600
0.0% of portfolio›$311.9K
Total Clarity Wealth Management, Inc.14,176
0.1% of portfolio›$302.8K
Focus Financial Network, Inc.14,050
0.0% of portfolio›$300.1K
Retirement Planning Group, LLC13,620
0.0% of portfolio›$290.9K
Brookstone Capital Management13,168
0.0% of portfolio›$281.3K
Gerald Baker Financial Group LLC12,433
0.1% of portfolio›$265.6K
Apollon Wealth Management, LLC11,412
0.0% of portfolio›$243.8K
Scissortail Wealth Management, LLC11,363
0.0% of portfolio›$242.7K
Avestar Capital, LLC10,241
0.0% of portfolio›$218.7K
IFP Advisors, Inc10,038
0.0% of portfolio›$214.4K
Miramontes Capital, LLC9,989
0.1% of portfolio›$213.4K
Perigon Wealth Management, LLC9,890
0.0% of portfolio›$211.3K
Sovran Advisors, LLC9,800
0.0% of portfolio›$203.3K
Richards, Merrill & Peterson, Inc.9,595
0.1% of portfolio›$204.9K
National Wealth Management Group, LLC9,514
0.1% of portfolio›$203.2K
Simplicity Wealth,LLC9,512
0.0% of portfolio›$203.2K
Regions Financial Corp9,410
0.0% of portfolio›$201.0K
Creative Financial Designs Inc4,826
0.0% of portfolio›$103.1K
Monetary Solutions, Ltd4,090
0.1% of portfolio›$87.4K
Golden State Wealth Management, LLC4,000
0.0% of portfolio›$85.4K
Western Pacific Wealth Management, LP3,221
0.1% of portfolio›$68.8K
TD Waterhouse Canada Inc.2,823
0.0% of portfolio›$60.1K
City Holding Co2,650
0.0% of portfolio›$56.6K
American Capital Advisory, LLC2,000
0.0% of portfolio›$42.7K
Toth Financial Advisory Corp1,500
0.0% of portfolio›$32.0K
SJS Investment Consulting Inc.1,327
0.0% of portfolio›$28.3K
Evolution Wealth Management Inc.1,271
0.0% of portfolio›$27.1K
American National Bank & Trust1,138
0.0% of portfolio›$24.3K
Blue Bell Private Wealth Management, LLC1,035
0.0% of portfolio›$22.1K
Atlantic Edge Private Wealth Management, LLC1,025
0.0% of portfolio›$21.9K
Signaturefd, LLC828
0.0% of portfolio›$17.7K
Financial Network Wealth Advisors LLC749
0.0% of portfolio›$16.0K
Nova Financial LLC560
0.0% of portfolio›$12.0K
Hilton Head Capital Partners, LLC500
0.0% of portfolio›$10.7K
Financial Management Professionals, Inc.500
0.0% of portfolio›$10.7K
Aspect Partners, LLC450
0.0% of portfolio›$9.6K
Tsfg, LLC421
0.0% of portfolio›$9.0K
Thompson Investment Management, Inc.360
0.0% of portfolio›$7.7K
Clark Wealth Partners356
0.0% of portfolio›$7.6K
Manitou Investment Management Ltd.275
0.0% of portfolio›$5.9K
Citigroup Inc220
0.0% of portfolio›$4.7K
Team Financial Group, LLC204
0.0% of portfolio›$4.4K
Avion Wealth200
0.0% of portfolio›$4
Assetmark, Inc181
0.0% of portfolio›$3.9K
Next Level Wealth Planning, LLC142
0.0% of portfolio›$3.0K
Cedar Mountain Advisors, LLC101
0.0% of portfolio›$2.2K
Beacon Investment Advisory Services, Inc.100
0.0% of portfolio›$2.1K
Hazlett, Burt & Watson, Inc.50
0.0% of portfolio›$1
Ulland Investment Advisors, LLC50
0.0% of portfolio›$1
Highline Wealth Partners LLC48
0.0% of portfolio›$1.0K
Mather Group, Llc.40
0.0% of portfolio›$857
Reap Financial Group, LLC35
0.0% of portfolio›$748
Root Financial Partners, LLC32
0.0% of portfolio›$684
Financial Consulate, Inc23
0.0% of portfolio›$492
Keystone Financial Group, Inc.11
0.0% of portfolio›$235
Bear Mountain Capital, Inc.7
0.0% of portfolio›$146
Albion Financial Group2
0.0% of portfolio›$43
Parallel Advisors, LLC0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Wealth Quarterback LLC
408,282$8.7M2.7%ETFMediumToms River, NJ2026-10-20
Prime Capital Investment Advisors, LLC
393,485$8.4M0.1%ETFLowOverland Park, KS2026-10-20
VVR Holdings LLC
222,709$4.8M2.0%ETFMediumBellingham, WA2026-10-19
Commonwealth Equity Services, LLC
157,223$3.4M0.0%ETFLowWaltham, MA2026-11-02
Fifth Third Securities, Inc.
143,496$3.1M0.2%ETFLowCincinnati, OH2026-10-21
Cambridge Investment Research Advisors, Inc.
138,532$3.0M0.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
115,522$2.5M0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
86,703$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Imc-Chicago, LLC
79,220$1.7M0.0%GARPVery HighChicago, IL2026-11-05
Kestra Advisory Services, LLC
52,239$1.1M0.0%CoreLowAustin, TX2026-11-02
Oppenheimer & Co Inc
49,855$1.1M0.0%CoreLowNew York, NY2026-10-26
Wealthcare Advisory Partners LLC
48,420$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Truist Financial Corp
46,838$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Lynx Capital Group LTD
45,165$964.7K0.4%ValueLowBeachwood, OH2026-11-04
Simplex Trading, LLC
44,201$944.1K0.0%CoreVery HighChicago, IL2026-11-04
Belvedere Trading LLC
40,400$862.9K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Trilogy Capital Inc.
37,615$803.5K0.0%ETFMediumIrvine, CA2026-10-20
Virtus Family Office LLC
31,746$678.1K0.5%Deep ValueMediumEl Paso, TX2026-10-30
Concurrent Investment Advisors, LLC
31,698$677.1K0.0%GrowthMediumTampa, FL2026-10-16
Thrive Capital Management, LLC
30,183$644.7K0.1%CoreMediumFort Washington, PA2026-10-28
Carter Financial Group, Inc.
29,138$622.4K0.3%GrowthLowBarrington, IL2026-10-21
Farther Finance Advisors, LLC
23,779$507.9K0.0%IndexLowSan Francisco, CA2026-10-08
Victory Financial Group, LLC
21,926$468.3K0.0%ETFLowAustin, TX2026-10-27
Creative Planning
21,885$467.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Flagship Harbor Advisors, LLC
21,290$454.8K0.0%ETFMediumBoston, MA2026-10-26
Sigma Planning Corp
20,877$445.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
StoneX Group Inc.
19,769$412.8K0.0%ETFMediumNew York, NY2026-11-03
MGO One Seven LLC
18,597$397.2K0.0%GrowthLowBeachwood, OH2026-10-28
International Assets Investment Management, LLC
18,265$388.9K0.0%CoreVery HighOrlando, FL2026-11-02
Vanguard Capital Wealth Advisors
17,300$369.5K0.3%GrowthMediumDenver, CO2026-10-16
Horizon Wealth Management, LLC
17,194$367.3K0.0%ETFVery HighLa Grange, IL2026-11-02
Spire Wealth Management
16,759$358.0K0.0%GrowthMediumMclean, VA2026-10-30
D.A. Davidson & Co.
16,422$350.8K0.0%CoreLowGreat Falls, MT2026-10-28
Chicago Partners Investment Group LLC
16,227$337.0K0.0%GARPLowChicago, IL2026-10-27
Bryn Mawr Trust Advisors, LLC
15,964$341.0K0.0%CoreLowPhiladelphia, PA2026-11-04
Harfst & Associates, Inc.
15,858$338.7K0.1%GARPLowSheridan, WY2026-10-20
Milestone Asset Management, LLC
15,119$322.9K0.1%GrowthHighPittsburgh, PA2026-10-15
Convergence Financial, LLC
14,600$311.9K0.0%ETFMediumColumbia, MO2026-10-27
Total Clarity Wealth Management, Inc.
14,176$302.8K0.1%ETFMediumSt. Charles, IL2026-10-26
Focus Financial Network, Inc.
14,050$300.1K0.0%ETFLowMinneapolis, MN2026-10-14
Retirement Planning Group, LLC
13,620$290.9K0.0%ETFVery LowLeawood, KS2026-10-19
Brookstone Capital Management
13,168$281.3K0.0%ETFMediumWheaton, IL2026-10-22
Gerald Baker Financial Group LLC
12,433$265.6K0.1%GARPLowArlington, TX2026-10-09
Apollon Wealth Management, LLC
11,412$243.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Scissortail Wealth Management, LLC
11,363$242.7K0.0%ETFLowTulsa, OK2026-11-03
Avestar Capital, LLC
10,241$218.7K0.0%GrowthLowNew York, NY2026-10-28
IFP Advisors, Inc
10,038$214.4K0.0%GrowthLowTampa, FL2026-10-16
Miramontes Capital, LLC
9,989$213.4K0.1%GrowthVery LowNewport, CA2026-10-19
Perigon Wealth Management, LLC
9,890$211.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Sovran Advisors, LLC
9,800$203.3K0.0%ETFMediumSan Diego, CA2026-11-02
Richards, Merrill & Peterson, Inc.
9,595$204.9K0.1%GrowthLowSpokane, WA2026-10-19
National Wealth Management Group, LLC
9,514$203.2K0.1%ETFMediumCincinnati, OH2026-10-26
Simplicity Wealth,LLC
9,512$203.2K0.0%ETFLowSummit, NJ2026-10-23
Regions Financial Corp
9,410$201.0K0.0%CoreLowBirmingham, AL2026-11-05
Creative Financial Designs Inc
4,826$103.1K0.0%ETFMediumKokomo, IN2026-11-04
Monetary Solutions, Ltd
4,090$87.4K0.1%ETFVery LowDayton, OH2026-10-22
Golden State Wealth Management, LLC
4,000$85.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Western Pacific Wealth Management, LP
3,221$68.8K0.1%GrowthLowLake Forest, IL2026-10-16
TD Waterhouse Canada Inc.
2,823$60.1K0.0%CoreLowToronto, Australia2026-10-16
City Holding Co
2,650$56.6K0.0%CoreLowCharleston, WV2026-10-19
American Capital Advisory, LLC
2,000$42.7K0.0%ETFLowKetchum, ID2026-10-28
Toth Financial Advisory Corp
1,500$32.0K0.0%CoreLowLeesburg, VA2026-10-08
SJS Investment Consulting Inc.
1,327$28.3K0.0%ETFVery LowSylvania, OH2026-10-26
Evolution Wealth Management Inc.
1,271$27.1K0.0%ETFMediumFort Myers, FL2026-10-28
American National Bank & Trust
1,138$24.3K0.0%CoreVery LowWichita Falls, TX2026-10-07
Blue Bell Private Wealth Management, LLC
1,035$22.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
Atlantic Edge Private Wealth Management, LLC
1,025$21.9K0.0%CoreLowJacksonville, FL2026-10-20
Signaturefd, LLC
828$17.7K0.0%IndexLowAtlanta, GA2026-10-23
Financial Network Wealth Advisors LLC
749$16.0K0.0%ETFLowMurray, UT2026-10-28
Nova Financial LLC
560$12.0K0.0%N/AN/ATucson, AZ2026-11-04
Hilton Head Capital Partners, LLC
500$10.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Financial Management Professionals, Inc.
500$10.7K0.0%ETFMediumAustin, TX2026-10-23
Aspect Partners, LLC
450$9.6K0.0%ETFMediumFairfax, VA2026-10-20
Tsfg, LLC
421$9.0K0.0%ETFLowLake Forest, IL2026-10-23
Thompson Investment Management, Inc.
360$7.7K0.0%ValueMediumMadison, WI2026-10-14
Clark Wealth Partners
356$7.6K0.0%ETFVery LowO'Fallon, IL2026-10-19
Manitou Investment Management Ltd.
275$5.9K0.0%CoreMediumToronto, Australia2026-10-15
Citigroup Inc
220$4.7K0.0%CoreMediumNew York, NY2026-11-04
Team Financial Group, LLC
204$4.4K0.0%ETFLowTemecula, CA2026-10-30
Avion Wealth
200$40.0%ETFLowThe Woodlands, TX2026-11-04
Assetmark, Inc
181$3.9K0.0%ETFLowConcord, CA2026-10-21
Next Level Wealth Planning, LLC
142$3.0K0.0%ETFVery LowMeridian, ID2026-10-29
Cedar Mountain Advisors, LLC
101$2.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Beacon Investment Advisory Services, Inc.
100$2.1K0.0%GrowthLowMorristown, NJ2026-10-13
Hazlett, Burt & Watson, Inc.
50$10.0%CoreVery LowWheeling, WV2026-11-04
Ulland Investment Advisors, LLC
50$10.0%GrowthVery LowMinneapolis, MN2026-10-13
Highline Wealth Partners LLC
48$1.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Mather Group, Llc.
40$8570.0%ETFMediumChicago, IL2026-10-14
Reap Financial Group, LLC
35$7480.0%ETFLowAustin, TX2026-11-02
Root Financial Partners, LLC
32$6840.0%ETFMediumEncinitas, CA2026-10-21
Financial Consulate, Inc
23$4920.0%ETFLowHunt Valley, MD2026-10-23
Keystone Financial Group, Inc.
11$2350.0%ETFLowAtlanta, GA2026-10-13
Bear Mountain Capital, Inc.
7$1460.0%ETFLowSeattle, WA2026-11-04
Albion Financial Group
2$430.0%GrowthLowSalt Lake City, UT2026-10-21
Parallel Advisors, LLC
0$40.0%IndexLowSan Francisco, CA2026-11-03