Institutional shares held 94.1 Million
0 calls
0 puts
Total value of holdings $2.81B
$0 calls
$0 puts
# of Institutions 253


Latest Institutional Activity in DFIS

Top Purchases

Q2 2025
Harbor Investment Advisory, LLC Shares Held: 110K ($3.27M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.9M ($116M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 3.79M ($113M)
Q1 2025
Citadel Advisors LLC Shares Held: 850K ($25.4M)
Q1 2025
Mather Group, Llc. Shares Held: 11.4M ($341M)

Top Sells

Q1 2025
Savant Capital, LLC Shares Held: 1.77M ($52.9M)
Q1 2025
Ci Private Wealth, LLC Shares Held: 3.59M ($107M)
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 270K ($8.06M)
Q1 2025
Creative Planning Shares Held: 1.81M ($53.9M)
Q1 2025
Larson Financial Group LLC Shares Held: 438K ($13.1M)

About DFIS

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