Institutional shares held 6.2 Million
0 calls
0 puts
Total value of holdings $290M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in QVAL

Top Purchases

Q3 2025
Natural Investments, LLC Shares Held: 284K ($13.3M)
Q3 2025
Bwm Planning, LLC Shares Held: 285K ($13.3M)
Q3 2025
One Degree Advisors Inc Shares Held: 157K ($7.35M)
Q3 2025
Strid Group, LLC Shares Held: 1.52M ($71M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 160K ($7.46M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 220K ($10.3M)
Q3 2025
Empirical Finance, LLC Shares Held: 429K ($20M)
Q3 2025
Breakwater Capital Group Shares Held: 7.04K ($329K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 601 ($28.1K)
Q3 2025
Almanack Investment Partners, Llc. Shares Held: 6.45K ($301K)

About QVAL

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