Institutional shares held 104 Million
0 calls
0 puts
Total value of holdings $3.22B
$0 calls
$0 puts
# of Institutions 283


Latest Institutional Activity in DFIS

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 34.1M ($1.06B)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 632K ($19.6M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.53M ($110M)
Q3 2025
First Citizens Bank & Trust CO Shares Held: 3.43M ($107M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 270K ($8.38M)

Top Sells

Q3 2025
Matson Money. Inc. Shares Held: 12.2M ($380M)
Q3 2025
Savant Capital, LLC Shares Held: 1.87M ($58.1M)
Q3 2025
Mather Group, Llc. Shares Held: 1.63M ($50.6M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.69M ($52.5M)
Q3 2025
Wescott Financial Advisory Group, LLC Shares Held: 1.32M ($41M)

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