Institutional shares held 243 Million
22.8K calls
10.7K puts
Total value of holdings $44.5B
$4.18M calls
$1.96M puts
# of Institutions 1,605


Latest Institutional Activity in QUAL

Top Purchases

Q2 2025
Orgel Wealth Management, LLC Shares Held: 2.95M ($542M)
Q2 2025
Life Line Wealth Management LLC Shares Held: 245K ($45M)
Q2 2025
Divergent Planning, LLC Shares Held: 58.5K ($10.7M)
Q2 2025
Fragasso Group Inc. Shares Held: 557K ($102M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 60.9K ($11.2M)

Top Sells

Q2 2025
Farther Finance Advisors, LLC Shares Held: 182K ($33.4M)
Q2 2025
Lineweaver Wealth Advisors, LLC Shares Held: 216K ($39.6M)
Q2 2025
Umb Bank, N.A. Shares Held: 501K ($91.9M)
Q2 2025
Richard P Slaughter Associates Inc Shares Held: 14.8K ($2.71M)
Q2 2025
Apella Capital, LLC Shares Held: 98.4K ($18M)

About QUAL

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