Institutional shares held 9 Million
0 calls
0 puts
Total value of holdings $300M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in IDHQ

Top Purchases

Q2 2025
Morgan Stanley Shares Held: 578K ($19.3M)
Q2 2025
Berkeley, Inc Shares Held: 457K ($15.3M)
Q2 2025
Principal Securities, Inc. Shares Held: 102K ($3.42M)
Q2 2025
Lpl Financial LLC Shares Held: 1.27M ($42.5M)
Q2 2025
Citadel Advisors LLC Shares Held: 88.4K ($2.95M)

Top Sells

Q2 2025
Kwb Wealth Shares Held: 326K ($10.9M)
Q2 2025
Valued Retirements, Inc. Shares Held: 6.9K ($230K)
Q2 2025
Interactive Financial Advisors Shares Held: 37.1K ($1.24M)
Q2 2025
True Wealth Design, LLC Shares Held: 5.51K ($184K)
Q2 2025
Stratos Wealth Partners, Ltd. Shares Held: 98.1K ($3.27M)

About IDHQ

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