Institutional shares held 156 Million
0 calls
0 puts
Total value of holdings $4.79B
$0 calls
$0 puts
# of Institutions 304


Latest Institutional Activity in DIHP

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 4.88M ($150M)
Q3 2025
Foster Group, Inc. Shares Held: 1.67M ($51.2M)
Q3 2025
Financial Consulate, Inc Shares Held: 1.18M ($36.2M)
Q3 2025
Forum Financial Management, LP Shares Held: 6.22M ($191M)
Q3 2025
Modera Wealth Management, LLC Shares Held: 1.46M ($44.8M)

Top Sells

Q3 2025
Clarius Group, LLC Shares Held: 2.69M ($82.5M)
Q3 2025
Forvis Wealth Advisors, LLC Shares Held: 439K ($13.5M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 345K ($10.6M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 28.3K ($868K)
Q3 2025
Ae Wealth Management LLC Shares Held: 285K ($8.74M)

About DIHP

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