Who Owns ENTREPRENEURSHARES SERIES TR (XOVR)? -- Institutional Holders (2026-06-30)

106 institutions reported holding $103.1M of ENTREPRENEURSHARES SERIES TR (XOVR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Capital Advisors, Inc. ($23.5M), Wealth Quarterback LLC ($8.5M), Cambridge Investment Research Advisors, Inc. ($6.4M), Farther Finance Advisors, LLC ($5.5M), VVR Holdings LLC ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Private Capital Advisors, Inc.$23.5M1.1MNew
2Wealth Quarterback LLC$8.5M401,964Added
3Cambridge Investment Research Advisors, Inc.$6.4M305,492Added
4Farther Finance Advisors, LLC$5.5M261,494Added
5VVR Holdings LLC$4.4M208,902New
6COMMONWEALTH EQUITY SERVICES, LLC$4.1M195,958Added
7ENVESTNET ASSET MANAGEMENT INC$3.2M152,687New
8Belvedere Trading LLC$3.1M148,603New
9CROBAN$3.0M143,721New
10Fifth Third Securities, Inc.$3.0M142,566New
11INDEPENDENT FINANCIAL GROUP, LLC$2.5M119,082New
12Fortis Group Advisors, LLC$2.0M96,255New
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M92,530Added
14AE Wealth Management LLC$1.9M89,226Added
15RIA Advisory Group LLC$1.6M74,139New
16Concurrent Investment Advisors, LLC$1.5M70,509New
17Lunt Capital Management, Inc.$1.5M70,370New
18Kestra Advisory Services, LLC$1.3M63,154Added
19TRUIST FINANCIAL CORP$1.3M61,107Added
20NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.2M55,997New
21Wealthcare Advisory Partners LLC$1.1M50,368Added
22OPPENHEIMER & CO INC$1.0M48,211Added
23Private Advisor Group, LLC$1.0M48,034New
24Merit Financial Group, LLC$856,63040,695Added
25Gladstone Institutional Advisory LLC$850,50440,404New

Source: SEC Form 13F filings · as of 2026-06-30