XOVR

EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF

62 hedge funds and large institutions have $27M invested in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 14 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
17
Reduced
2
Closed
14
Calls
$646K
Puts
$1K
Net Calls
+$645K
Net Calls Change
+$645K
Name Market Value Shares Shares
Change
Shares
Change %
FWM
1
Fortress Wealth Management
California
$4.6M 240,828 +3,753 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$3.36M 175,764 +20,235 +13%
Stifel Financial
3
Stifel Financial
Missouri
$2.69M 141,070 +118,188 +517%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.58M 135,000 +135,000 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.44M 75,497 +29,125 +63%
Bank of America
6
Bank of America
North Carolina
$1.19M 62,429
OC
7
Oppenheimer & Co
New York
$1M 52,434 +40,451 +338%
Truist Financial
8
Truist Financial
North Carolina
$780K 40,885 +1,918 +5%
AWM
9
AE Wealth Management
Kansas
$705K 36,921 +36,921 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$617K 32,340 +13,783 +74%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$593K 31,077 +5,285 +20%
WWM
12
Whalen Wealth Management
Nevada
$571K 29,936 +29,936 New
NA
13
NewEdge Advisors
Louisiana
$567K 29,693 +3,493 +13%
Mariner
14
Mariner
Kansas
$551K 28,877 +13,480 +88%
LPL Financial
15
LPL Financial
California
$537K 28,125 +28,125 New
AWM
16
Apollon Wealth Management
South Carolina
$524K 27,469 +27,469 New
ES
17
ETF Store
Kansas
$519K 27,171 -296 -1%
CFG
18
Carter Financial Group
Illinois
$497K 26,048 +26,048 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$466K 24,358 +6,740 +38%
KWM
20
Kingsview Wealth Management
Oregon
$379K 19,835 +19,835 New
JSL
21
JT Stratford LLC
Georgia
$375K 19,624 +8,148 +71%
WIA
22
World Investment Advisors
California
$339K 17,780 +17,780 New
WA
23
Waverly Advisors
Alabama
$310K 16,235 +16,235 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$271K 14,170 +14,170 New
OBWG
25
Onyx Bridge Wealth Group
New York
$262K 13,747 +1,000 +8%