Institutional shares held 10.9 Million
0 calls
0 puts
Total value of holdings $375M
$0 calls
$0 puts
# of Institutions 103


Latest Institutional Activity in IDHQ

Top Purchases

Q4 2025
Integrated Capital Management, LLC Shares Held: 358K ($12.4M)
Q4 2025
Berkeley, Inc Shares Held: 619K ($21.4M)
Q4 2025
Chaney Capital Management, Inc. Shares Held: 363K ($12.5M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 7.64K ($264K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 11.6K ($399K)

Top Sells

Q4 2025
Kwb Wealth Shares Held: 16.6K ($572K)
Q4 2025
Merit Financial Group, LLC Shares Held: 25.3K ($875K)
Q4 2025
Well Done, LLC Shares Held: 177K ($6.09M)
Q4 2025
Breakwater Capital Group Shares Held: 67K ($2.31M)
Q4 2025
True Wealth Design, LLC Shares Held: 4.9K ($169K)

About IDHQ

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