Who Owns ENTREPRENEURSHARES SERIES TR ERSHARES P (XOVR)? -- Institutional Holders (2026-03-31)
127 institutions reported holding $107.5M of ENTREPRENEURSHARES SERIES TR ERSHARES P (XOVR) in SEC 13F filings for 2026-03-31. Largest institutional holders: DRW Securities, LLC ($13.9M), TWO SIGMA INVESTMENTS, LP ($9.4M), RAYMOND JAMES FINANCIAL INC ($8.1M), MORGAN STANLEY ($8.0M), Balyasny Asset Management L.P. ($7.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | DRW Securities, LLC | $13.9M | 825,032 | New |
| 2 | TWO SIGMA INVESTMENTS, LP | $9.4M | 553,700 | New |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.1M | 479,628 | Trimmed |
| 4 | MORGAN STANLEY | $8.0M | 476,605 | Added |
| 5 | Balyasny Asset Management L.P. | $7.6M | 448,656 | New |
| 6 | LPL Financial LLC | $6.3M | 372,181 | Added |
| 7 | NATIONAL BANK OF CANADA /FI/ | $6.2M | 369,499 | Added |
| 8 | Wealth Quarterback LLC | $6.1M | 363,923 | New |
| 9 | Farther Finance Advisors, LLC | $3.5M | 204,650 | Trimmed |
| 10 | SAM Advisors, LLC | $2.8M | 162,870 | New |
| 11 | Henson-Edgewater Management, LLC | $2.7M | 159,197 | Added |
| 12 | Cetera Investment Advisers | $2.2M | 128,874 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.9M | 112,097 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 102,387 | Added |
| 15 | SCOTIA CAPITAL INC. | $1.4M | 84,571 | New |
| 16 | AE Wealth Management LLC | $1.2M | 69,030 | Added |
| 17 | Mariner, LLC | $1.1M | 65,349 | Added |
| 18 | Waverly Advisors, LLC | $1.1M | 64,851 | Added |
| 19 | CreativeOne Wealth, LLC | $1.1M | 64,635 | New |
| 20 | CITADEL ADVISORS LLC | $1.0M | 61,620 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 59,479 | Trimmed |
| 22 | GTS SECURITIES LLC | $979,704 | 58,005 | Trimmed |
| 23 | D.A. DAVIDSON & CO. | $916,316 | 54,252 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $886,087 | 52,462 | Trimmed |
| 25 | AssuredPartners Investment Advisors, LLC | $791,359 | 46,414 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31