Institutional shares held 20.5 Million
18.2K calls
44.1K puts
Total value of holdings $2.54B
$2.25M calls
$5.46M puts
# of Institutions 509


Latest Institutional Activity in IYF

Top Purchases

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 827K ($102M)
Q4 2025
Centerline Wealth Advisors, LLC Shares Held: 41.5K ($5.14M)
Q4 2025
Unique Wealth, LLC Shares Held: 50.2K ($6.21M)
Q4 2025
Forte Asset Management LLC Shares Held: 28.9K ($3.58M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 17.5K ($2.16M)

Top Sells

Q4 2025
Hf Advisory Group, LLC Shares Held: 7.57K ($936K)
Q4 2025
Core Cap Advisors, LLC Shares Held: 14.2K ($1.75M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 30.9K ($3.82M)
Q4 2025
Finley Financial, LLC Shares Held: 58.6K ($7.24M)
Q4 2025
Wespac Advisors, LLC Shares Held: 4.67K ($578K)

About IYF

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