Institutional shares held 137 Million
0 calls
0 puts
Total value of holdings $9.2B
$0 calls
$0 puts
# of Institutions 868


Latest Institutional Activity in DFAS

Top Purchases

Q3 2025
Creative Planning Shares Held: 22.7M ($1.52B)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 530K ($35.6M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 456K ($30.6M)
Q3 2025
Root Financial Partners, LLC Shares Held: 974K ($65.4M)
Q3 2025
Bank Of America Corp Shares Held: 6.61M ($444M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 1.6M ($108M)
Q3 2025
Midwest Trust CO Shares Held: 1.3M ($87.5M)
Q3 2025
Massmutual Trust CO Fsb Shares Held: 765K ($51.3M)
Q3 2025
Ci Private Wealth, LLC Shares Held: 276K ($18.5M)
Q3 2025
Brown Advisory Inc Shares Held: 736K ($49.4M)

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