Institutional shares held 7.72 Million
0 calls
0 puts
Total value of holdings $236M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in HEQT

Top Purchases

Q2 2025
Wealth Plan Investment Management, LLC Shares Held: 659K ($20.1M)
Q2 2025
Stephens Inc Shares Held: 270K ($8.25M)
Q2 2025
Leo Wealth, LLC Shares Held: 152K ($4.65M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 140K ($4.28M)
Q2 2025
Meridian Wealth Management, LLC Shares Held: 119K ($3.64M)

Top Sells

Q2 2025
Alpine Bank Wealth Management Shares Held: 901 ($27.6K)
Q2 2025
Lpl Financial LLC Shares Held: 628K ($19.2M)
Q2 2025
Private Advisor Group, LLC Shares Held: 259K ($7.91M)
Q2 2025
Keudell Shares Held: 490K ($15M)
Q2 2025
Wealth Plan Partners, LLC Shares Held: 319K ($9.74M)

About HEQT

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