Institutional shares held 6.19 Million
0 calls
0 puts
Total value of holdings $285M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in QVAL

Top Purchases

Q3 2025
Natural Investments, LLC Shares Held: 284K ($13.1M)
Q3 2025
Bwm Planning, LLC Shares Held: 285K ($13.1M)
Q3 2025
One Degree Advisors Inc Shares Held: 157K ($7.24M)
Q3 2025
Strid Group, LLC Shares Held: 1.52M ($70M)
Q3 2025
Ethos Financial Group, LLC Shares Held: 263K ($12.1M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 220K ($10.1M)
Q3 2025
Almanack Investment Partners, Llc. Shares Held: 6.45K ($297K)
Q3 2025
Meredith Wealth Planning Shares Held: 24.6K ($1.13M)
Q3 2025
Gwn Securities Inc. Shares Held: 4.62K ($213K)
Q3 2025
Well Done, LLC Shares Held: 131K ($6.02M)

About QVAL

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