XOVR

EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1
Fortress Wealth Management
California
$4.6M +$71.6K +3,753 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$3.36M +$386K +20,235 +13%
Stifel Financial
3
Stifel Financial
Missouri
$2.69M +$2.26M +118,188 +517%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.58M +$2.58M +135,000 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.44M +$556K +29,125 +63%
Bank of America
6
Bank of America
North Carolina
$1.19M
OC
7
Oppenheimer & Co
New York
$1M +$772K +40,451 +338%
Truist Financial
8
Truist Financial
North Carolina
$780K +$36.6K +1,918 +5%
AWM
9
AE Wealth Management
Kansas
$705K +$705K +36,921 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$617K +$263K +13,783 +74%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$593K +$101K +5,285 +20%
WWM
12
Whalen Wealth Management
Nevada
$571K +$571K +29,936 New
NA
13
NewEdge Advisors
Louisiana
$567K +$66.7K +3,493 +13%
Mariner
14
Mariner
Kansas
$551K +$257K +13,480 +88%
LPL Financial
15
LPL Financial
California
$537K +$537K +28,125 New
AWM
16
Apollon Wealth Management
South Carolina
$524K +$524K +27,469 New
ES
17
ETF Store
Kansas
$519K -$5.65K -296 -1%
CFG
18
Carter Financial Group
Illinois
$497K +$497K +26,048 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$466K +$129K +6,740 +38%
KWM
20
Kingsview Wealth Management
Oregon
$379K +$379K +19,835 New
JSL
21
JT Stratford LLC
Georgia
$375K +$156K +8,148 +71%
WIA
22
World Investment Advisors
California
$339K +$339K +17,780 New
WA
23
Waverly Advisors
Alabama
$310K +$310K +16,235 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$301K -$238K -12,488 -44%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$271K +$271K +14,170 New