Institutional shares held 5.66 Million
0 calls
0 puts
Total value of holdings $249M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in QVAL

Top Purchases

Q2 2025
Xy Planning Network, Inc. Shares Held: 21.6K ($953K)
Q2 2025
Vestment Financial LLC Shares Held: 65.7K ($2.9M)
Q2 2025
Warren Street Wealth Advisors, LLC Shares Held: 21.7K ($956K)
Q2 2025
Atticus Wealth Management, LLC Shares Held: 572 ($25.2K)
Q2 2025
Kathmere Capital Management, LLC Shares Held: 144K ($6.34M)

Top Sells

Q2 2025
One Plus One Wealth Management, LLC Shares Held: 68.8K ($3.03M)
Q2 2025
Breakwater Capital Group Shares Held: 12.7K ($560K)
Q2 2025
Well Done, LLC Shares Held: 132K ($5.82M)
Q2 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 4.5K ($198K)
Q1 2025
Empirical Finance, LLC Shares Held: 444K ($19.6M)

About QVAL

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