Institutional shares held 5.1 Million
0 calls
0 puts
Total value of holdings $401M
$0 calls
$0 puts
# of Institutions 221


Latest Institutional Activity in DLS

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 8.34K ($656K)
Q3 2025
Discipline Wealth Solutions, LLC Shares Held: 11.7K ($921K)
Q3 2025
World Equity Group, Inc. Shares Held: 2.99K ($235K)
Q3 2025
Bristlecone Advisors, LLC Shares Held: 23.9K ($1.88M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 13.5K ($1.06M)

Top Sells

Q3 2025
Alpha Omega Wealth Management LLC Shares Held: 40.7K ($3.2M)
Q3 2025
Sharper & Granite LLC Shares Held: 17.4K ($1.36M)
Q3 2025
Csenge Advisory Group Shares Held: 89.4K ($7.03M)
Q3 2025
Bip Wealth, LLC Shares Held: 269K ($21.2M)
Q3 2025
Great Point Wealth Advisors, LLC Shares Held: 75.8K ($5.96M)

About DLS

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