Institutional shares held 7.77 Million
0 calls
0 puts
Total value of holdings $242M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in HEQT

Top Purchases

Q3 2025
Sowell Financial Services LLC Shares Held: 88.1K ($2.75M)
Q3 2025
Sound Financial Strategies Group, LLC Shares Held: 80.5K ($2.51M)
Q3 2025
Evolution Wealth Management Inc. Shares Held: 57.7K ($1.8M)
Q3 2025
Cwm, LLC Shares Held: 586K ($18.3M)
Q3 2025
Brookwood Investment Group LLC Shares Held: 9.76K ($304K)

Top Sells

Q3 2025
Farther Finance Advisors, LLC Shares Held: 56 ($1.75K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 17.4K ($544K)
Q3 2025
Encompass More Asset Management Shares Held: 12.5K ($390K)
Q3 2025
Peterson Wealth Advisors, LLC Shares Held: 140K ($4.37M)
Q3 2025
Cambridge Advisors Inc. Shares Held: 31.6K ($985K)

About HEQT

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