Institutional shares held 135 Million
6.8K calls
13.4K puts
Total value of holdings $9.84B
$496K calls
$978K puts
# of Institutions 716


Latest Institutional Activity in SPHQ

Top Purchases

Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 3.35M ($244M)
Q3 2025
Compass Ion Advisors, LLC Shares Held: 718K ($52.5M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 8.41M ($614M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.66M ($560M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 373K ($27.2M)

Top Sells

Q3 2025
Alpine Bank Wealth Management Shares Held: 548K ($40M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.18M ($86M)
Q3 2025
Consolidated Planning Corp Shares Held: 77.7K ($5.67M)
Q3 2025
Trilogy Capital Inc. Shares Held: 107K ($7.82M)
Q3 2025
Cedar Mountain Advisors, LLC Shares Held: 141K ($10.3M)

About SPHQ

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