Institutional shares held 26.7 Million
69.9K calls
6.4K puts
Total value of holdings $882M
$2.31M calls
$211K puts
# of Institutions 209


Latest Institutional Activity in OUNZ

Top Purchases

Q2 2025
Drake & Associates, LLC Shares Held: 400K ($13.2M)
Q2 2025
Security National Bank Shares Held: 226K ($7.46M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 187K ($6.18M)
Q2 2025
Three Cord True Wealth Management, LLC Shares Held: 118K ($3.89M)
Q2 2025
Us Advisors Wealth Management, LLC Shares Held: 72.9K ($2.41M)

Top Sells

Q2 2025
Morton Capital Management Llc/Ca Shares Held: 3.88M ($128M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 208K ($6.86M)
Q2 2025
Castleview Partners, LLC Shares Held: 65.2K ($2.15M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 703K ($23.2M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 377K ($12.5M)

About OUNZ

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