Institutional shares held 8.76 Million
0 calls
0 puts
Total value of holdings $545M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in DOL

Top Purchases

Q3 2025
Cascade Financial Partners, LLC Shares Held: 224K ($13.9M)
Q3 2025
Discipline Wealth Solutions, LLC Shares Held: 5.25K ($326K)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 3.3K ($206K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 7.54K ($469K)
Q3 2025
Core Cap Advisors, LLC Shares Held: 10.4K ($647K)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 29.8K ($1.85M)
Q3 2025
Gladstone Institutional Advisory LLC Shares Held: 42.4K ($2.64M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 120K ($7.47M)
Q3 2025
Institute For Wealth Management, Llc. Shares Held: 11.4K ($708K)
Q3 2025
Cerity Partners LLC Shares Held: 4.63K ($288K)

About DOL

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