Institutional shares held 25.1 Million
18.2K calls
5.5K puts
Total value of holdings $804M
$582K calls
$175K puts
# of Institutions 195


Latest Institutional Activity in OUNZ

Top Purchases

Q1 2025
Huntleigh Advisors, Inc. Shares Held: 200K ($6.4M)
Q1 2025
Smart Money Group LLC Shares Held: 207K ($6.63M)
Q1 2025
Accordant Advisory Group Inc Shares Held: 276K ($8.82M)
Q1 2025
Cwc Advisors, Llc. Shares Held: 36.3K ($1.16M)
Q1 2025
Sheets Smith Wealth Management Shares Held: 76.1K ($2.44M)

Top Sells

Q1 2025
Morton Capital Management Llc/Ca Shares Held: 4.16M ($133M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 714K ($22.8M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 246K ($7.88M)
Q1 2025
Pekin Hardy Strauss, Inc. Shares Held: 344K ($11M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 822K ($26.3M)

About OUNZ

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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