Institutional shares held 8.75 Million
0 calls
0 puts
Total value of holdings $533M
$0 calls
$0 puts
# of Institutions 105


Latest Institutional Activity in DOL

Top Purchases

Q2 2025
Morgan Stanley Shares Held: 872K ($53.1M)
Q2 2025
Flow Traders U.S. LLC Shares Held: 113K ($6.86M)
Q2 2025
Jane Street Group, LLC Shares Held: 97.6K ($5.94M)
Q2 2025
First Heartland Consultants, Inc. Shares Held: 62K ($3.77M)
Q2 2025
Royal Bank Of Canada Shares Held: 330K ($20.1M)

Top Sells

Q2 2025
Creative Planning Shares Held: 2.67M ($163M)
Q2 2025
Bip Wealth, LLC Shares Held: 309K ($18.8M)
Q2 2025
Wells Fargo & Company Shares Held: 33K ($2.01M)
Q2 2025
Ubs Group Ag Shares Held: 52.6K ($3.2M)
Q2 2025
Congress Wealth Management LLC Shares Held: 52.4K ($3.19M)

About DOL

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