Carter Financial Group »

Entrepreneurshares Series Tr shares owned by Carter Financial Group

Quarter-by-quarter ownership of Entrepreneurshares Series Tr (XOVR) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Entrepreneurshares Series Tr by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $601k 29k 21.12
2025-06-30 $497k 26k 19.09

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Top funds holding Entrepreneurshares Series Tr

IMC-Chicago
Raymond James Financial
Fortress Wealth Management
Stifel Financial
Cetera Investment Advisers
LPL Financial
Oppenheimer & Co
AE Wealth Management
Citadel Advisors
Branch Banking & Trust Company
Goss Wealth Management
Gts Securities
Mariner Wealth Advisors
Wealthcare Advisory Partners
Jane Street

View all funds holding Entrepreneurshares Series Tr