Institutional shares held 255 Million
0 calls
0 puts
Total value of holdings $8.01B
$0 calls
$0 puts
# of Institutions 659


Latest Institutional Activity in DFAX

Top Purchases

Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 1.84M ($57.9M)
Q3 2025
Greenspring Advisors, LLC Shares Held: 2.02M ($63.4M)
Q3 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 289K ($9.09M)
Q3 2025
Great Waters Wealth Management Shares Held: 4.54M ($143M)
Q3 2025
Creative Capital Management Investments LLC Shares Held: 2.11M ($66.2M)

Top Sells

Q3 2025
Exchange Traded Concepts, LLC Shares Held: 417 ($13.1K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 4.82M ($152M)
Q3 2025
Warburton Capital Management, LLC Shares Held: 1.03M ($32.5M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.28M ($40.4M)
Q3 2025
Sc&H Financial Advisors, Inc. Shares Held: 190K ($5.98M)

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