XOVR

EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR

Overview Fund Activity

63 hedge funds and large institutions have $27.3M 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, 3 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
3
Closed
14
Calls
$646K
Puts
$1K
Net Calls
+$645K
Net Calls Change
+$645K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$2.58M
2
Stifel Financial
Stifel Financial
Missouri
$2.69M
3
OC
Oppenheimer & Co
New York
$1M
4
AWM
AE Wealth Management
Kansas
$705K
5
WWM
Whalen Wealth Management
Nevada
$571K

Top Sellers

1
NFG
Nations Financial Group
Iowa
$0
2
GS
GTS Securities
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
PAG
Private Advisor Group
New Jersey
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$301K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$5.25K – – –
SWP
52
Strategic Wealth Partners
Ohio
$5.04K +$5.04K +264 New
NEWAS
53
N.E.W. Advisory Services
Wisconsin
$4.98K – – –
RF
54
Roxbury Financial
New Jersey
$4.12K +$4.12K +216 New
Morgan Stanley
55
Morgan Stanley
New York
$3.86K – – –
SWM
56
Spire Wealth Management
Virginia
$3.82K +$3.82K +200 New
CFD
57
Creative Financial Designs
Indiana
$2.25K +$134 +7 +6%
OW
58
Olistico Wealth
Oklahoma
$1.91K – – –
Group One Trading
59
Group One Trading
Illinois
$1.91K +$1.91K +100 New
TWC
60
TD Waterhouse Canada
Ontario, Canada
$1.88K – – –
KFP
61
Keener Financial Planning
Texas
$1K – – –
TIM
62
Total Investment Management
Arizona
$955 +$955 +50 New
KFGG
63
Keystone Financial Group (Georgia)
Georgia
$215 – – –
NFG
64
Nations Financial Group
Iowa
– -$1.03M -64,740 Closed
GS
65
GTS Securities
New York
– -$983K -61,606 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$428K -26,819 Closed
PAG
67
Private Advisor Group
New Jersey
– -$246K -15,402 Closed
TI
68
Trexquant Investment
Connecticut
– -$179K -11,220 Closed
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
– -$41K -2,600 Closed
KAS
70
Kestra Advisory Services
Texas
– -$31K -1,944 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
– -$6.38K -400 Closed
GPFA
72
Game Plan Financial Advisors
Ohio
– -$2.79K -175 Closed
CWC
73
Carolinas Wealth Consulting
North Carolina
– -$2K -125 Closed
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
– -$1.6K -100 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– -$1.6K -100 Closed
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