Institutional shares held 250 Million
6.8K calls
0 puts
Total value of holdings $7.4B
$201K calls
$0 puts
# of Institutions 617


Latest Institutional Activity in DFAX

Top Purchases

Q2 2025
Exchange Traded Concepts, LLC Shares Held: 1.07M ($31.7M)
Q2 2025
Strathmore Capital Advisors, Inc. Shares Held: 1.2M ($35.7M)
Q2 2025
Apella Capital, LLC Shares Held: 1.17M ($34.8M)
Q2 2025
New Capital Management LP Shares Held: 2.33M ($69.1M)
Q2 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 74.2K ($2.2M)

Top Sells

Q2 2025
Wolfstich Capital, LLC Shares Held: 395K ($11.7M)
Q2 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 1.32M ($39.2M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 305K ($9.04M)
Q2 2025
Prosperity Planning, Inc. Shares Held: 562K ($16.7M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 803K ($23.8M)

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