Institutional shares held 15.9 Million
0 calls
0 puts
Total value of holdings $669M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in DFIP

Top Purchases

Q2 2025
Fortitude Family Office, LLC Shares Held: 244K ($10.3M)
Q2 2025
Assetmark, Inc Shares Held: 73.5K ($3.1M)
Q2 2025
Park Avenue Securities LLC Shares Held: 68.8K ($2.9M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 84.2K ($3.55M)
Q2 2025
Balanced Rock Investment Advisor Shares Held: 51.7K ($2.18M)

Top Sells

Q2 2025
Ifp Advisors, Inc Shares Held: 3 ($126)
Q2 2025
Larson Financial Group LLC Shares Held: 183K ($7.71M)
Q2 2025
Heirloom Wealth Management Shares Held: 983K ($41.4M)
Q2 2025
Plan Group Financial, LLC Shares Held: 98.4K ($4.15M)
Q2 2025
New Edge Advisors, LLC Shares Held: 895 ($37.7K)

About DFIP

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