Institutional shares held 282 Million
0 calls
0 puts
Total value of holdings $12.6B
$0 calls
$0 puts
# of Institutions 643


Latest Institutional Activity in IQLT

Top Purchases

Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 6.44M ($289M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 5.79M ($259M)
Q4 2025
Carnegie Capital Asset Management, LLC Shares Held: 834K ($37.4M)
Q4 2025
My Personal Cfo, LLC Shares Held: 58.5K ($2.62M)
Q4 2025
Leo Wealth, LLC Shares Held: 43.7K ($1.96M)

Top Sells

Q4 2025
Enzi Wealth Shares Held: 317K ($14.2M)
Q4 2025
Archer Investment Management, LLC Shares Held: 122K ($5.44M)
Q4 2025
Capital Advisors, Ltd. LLC Shares Held: 2.6K ($116K)
Q4 2025
Modera Wealth Management, LLC Shares Held: 6.12K ($274K)
Q4 2025
Apella Capital, LLC Shares Held: 92.9K ($4.16M)

About IQLT

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