Institutional shares held 10.1 Million
0 calls
0 puts
Total value of holdings $759M
$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
Hobart Private Capital, LLC Shares Held: 179K ($13.4M)
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
Bank Of Montreal Shares Held: 17.1K ($1.28M)

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
Envestnet Asset Management Inc Shares Held: 398K ($29.8M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 97.8K ($7.32M)

About QEFA

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