MFG
XOVR

Merit Financial Group’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Merit Financial Group’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 		$857K Buy
40,695
+22,872
+128% +$437K 0.01% 1165
2026
Q1 		$301K Buy
+17,823
New +$324K ﹤0.01% 1650

Other funds holding XOVR

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Merit Financial Group's XOVR Position: Q2 2026 in Review

Merit Financial Group increased its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) stake by 128% in Q2 2026, buying an estimated $437K and bringing the position to 40,695 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #1165.

Merit Financial Group first reported a position in XOVR in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Merit Financial Group held 40,695 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $857K as of Q2 2026.
  • Merit Financial Group bought 22,872 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q2 2026, an estimated $437K.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1165 holding.
  • Merit Financial Group first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.