Envestnet Asset Management
XOVR

Envestnet Asset Management’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Envestnet Asset Management’s Portfolio XOVR Stock Details XOVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21M Buy
+152,687
New +$2.92M ﹤0.01% 2788

Other funds holding XOVR

PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Envestnet Asset Management's XOVR Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026: 152,687 shares worth $3.21M. The stake represents ﹤0.01% of the portfolio and ranks #2788 among its holdings.

110 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Envestnet Asset Management held 152,687 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $3.21M as of Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new Envestnet Asset Management position in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2788 holding.
  • 110 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.