Institutional shares held 16.6 Million
0 calls
0 puts
Total value of holdings $703M
$0 calls
$0 puts
# of Institutions 149


Latest Institutional Activity in DFIP

Top Purchases

Q3 2025
Insight Wealth Strategies, LLC Shares Held: 449K ($19.1M)
Q3 2025
Level Financial Advisors, Inc. Shares Held: 285K ($12.1M)
Q3 2025
Fortitude Family Office, LLC Shares Held: 285K ($12.1M)
Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 23.5K ($999K)
Q3 2025
Saxony Capital Management, LLC Shares Held: 62.1K ($2.64M)

Top Sells

Q3 2025
Cpa Asset Management LLC Shares Held: 359K ($15.2M)
Q2 2025
Ifp Advisors, Inc Shares Held: 3 ($127)
Q2 2025
Larson Financial Group LLC Shares Held: 183K ($7.77M)
Q2 2025
Heirloom Wealth Management Shares Held: 983K ($41.7M)
Q2 2025
Plan Group Financial, LLC Shares Held: 98.4K ($4.18M)

About DFIP

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