Institutional shares held 10.1 Million
0 calls
0 puts
Total value of holdings $755M
$0 calls
$0 puts
# of Institutions 145


Latest Institutional Activity in QEFA

Top Purchases

Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 735K ($55M)
Q2 2025
21 West Wealth Management LLC Shares Held: 26.4K ($1.97M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 17.7K ($1.32M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 8.65K ($647K)
Q2 2025
Evergreen Private Wealth LLC Shares Held: 104K ($7.77M)

Top Sells

Q2 2025
Financial Enhancement Group LLC Shares Held: 364K ($27.2M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 7.73K ($578K)
Q2 2025
Cx Institutional Shares Held: 140K ($10.5M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 97.8K ($7.32M)
Q2 2025
First Hawaiian Bank Shares Held: 154K ($11.5M)

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