Institutional shares held 44.5 Million
0 calls
0 puts
Total value of holdings $5.56B
$0 calls
$0 puts
# of Institutions 364


Latest Institutional Activity in IOO

Top Purchases

Q4 2025
Twelve Points Wealth Management LLC Shares Held: 155K ($19.4M)
Q4 2025
Focus Financial Network, Inc. Shares Held: 33.5K ($4.19M)
Q4 2025
Cambridge Financial Group, LLC Shares Held: 4.64K ($580K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 4.28K ($535K)
Q4 2025
180 Wealth Advisors, LLC Shares Held: 48.1K ($6M)

Top Sells

Q4 2025
Mather Group, Llc. Shares Held: 252K ($31.4M)
Q4 2025
Amplius Wealth Advisors, LLC Shares Held: 323K ($40.4M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 9.09K ($1.14M)
Q4 2025
Matrix Trust CO Shares Held: 1.59K ($198K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 134K ($16.8M)

About IOO

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