Institutional shares held 79.1 Million
0 calls
0 puts
Total value of holdings $2.71B
$0 calls
$0 puts
# of Institutions 364


Latest Institutional Activity in DISV

Top Purchases

Q2 2025
Mather Group, Llc. Shares Held: 5.84M ($201M)
Q2 2025
Premier Financial Group Shares Held: 846K ($29M)
Q2 2025
Modera Wealth Management, LLC Shares Held: 559K ($19.2M)
Q2 2025
Financial Harvest, LLC Shares Held: 448K ($15.4M)
Q2 2025
Vestmark Advisory Solutions, Inc. Shares Held: 766K ($26.3M)

Top Sells

Q2 2025
Abacus Wealth Partners, LLC Shares Held: 357K ($12.2M)
Q2 2025
Citadel Advisors LLC Shares Held: 51.4K ($1.76M)
Q2 2025
Forum Financial Management, LP Shares Held: 5.9M ($203M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 21K ($720K)
Q2 2025
High Tower Advisors, LLC Shares Held: 1.18M ($40.5M)

About DISV

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