Institutional shares held 10.6 Million
0 calls
0 puts
Total value of holdings $318M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in HEQT

Top Purchases

Q2 2025
Skyline Advisors, Inc. Shares Held: 30.9K ($929K)
Q2 2025
Reyes Financial Architecture, Inc. Shares Held: 24.9K ($750K)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 492 ($14.8K)
Q2 2025
Bay Rivers Group Shares Held: 14.5K ($436K)
Q1 2025
Alpine Bank Wealth Management Shares Held: 1.85M ($55.8M)

Top Sells

Q2 2025
Peterson Wealth Advisors, LLC Shares Held: 148K ($4.44M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 165K ($4.98M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 116K ($3.5M)
Q1 2025
Wealth Plan Investment Management, LLC Shares Held: 463K ($13.9M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 348K ($10.5M)

About HEQT

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