Institutional shares held 6.3 Million
0 calls
0 puts
Total value of holdings $293M
$0 calls
$0 puts
# of Institutions 153


Latest Institutional Activity in DFEB

Top Purchases

Q3 2025
Founders Financial Securities LLC Shares Held: 53.7K ($2.5M)
Q3 2025
Global Assets Advisory, LLC Shares Held: 14.7K ($681K)
Q3 2025
Arkadios Wealth Advisors Shares Held: 10.9K ($509K)
Q2 2025
Smart Wealth LLC Shares Held: 73.9K ($3.43M)
Q2 2025
Holistic Planning, LLC Shares Held: 128K ($5.94M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 256K ($11.9M)
Q3 2025
Cwm, LLC Shares Held: 174K ($8.09M)
Q3 2025
Precedent Wealth Partners, LLC Shares Held: 220K ($10.2M)
Q3 2025
Spire Wealth Management Shares Held: 48.8K ($2.27M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 98.9K ($4.6M)

About DFEB

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