Institutional shares held 8.91 Million
0 calls
0 puts
Total value of holdings $288M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in IDHQ

Top Purchases

Q2 2025
Morgan Stanley Shares Held: 578K ($18.7M)
Q2 2025
Berkeley, Inc Shares Held: 457K ($14.8M)
Q2 2025
Principal Securities, Inc. Shares Held: 102K ($3.31M)
Q2 2025
Lpl Financial LLC Shares Held: 1.27M ($41.2M)
Q2 2025
Citadel Advisors LLC Shares Held: 88.4K ($2.86M)

Top Sells

Q2 2025
Kwb Wealth Shares Held: 326K ($10.5M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 113K ($3.66M)
Q2 2025
Valued Retirements, Inc. Shares Held: 6.9K ($223K)
Q2 2025
Interactive Financial Advisors Shares Held: 37.1K ($1.2M)
Q2 2025
True Wealth Design, LLC Shares Held: 5.51K ($178K)

About IDHQ

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