Institutional shares held 352 Million
0 calls
0 puts
Total value of holdings $20.7B
$0 calls
$0 puts
# of Institutions 647


Latest Institutional Activity in DYNF

Top Purchases

Q3 2025
Park Avenue Securities LLC Shares Held: 8.68M ($512M)
Q3 2025
Dynasty Wealth Management, LLC Shares Held: 6.28M ($371M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.86M ($464M)
Q3 2025
Annex Advisory Services, LLC Shares Held: 1.06M ($62.4M)
Q3 2025
Merit Financial Group, LLC Shares Held: 2.49M ($147M)

Top Sells

Q3 2025
Simplicity Wealth,Llc Shares Held: 115K ($6.79M)
Q3 2025
Wealth Plan Investment Management, LLC Shares Held: 15.6K ($922K)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 251K ($14.8M)
Q3 2025
Forte Asset Management LLC Shares Held: 115K ($6.79M)
Q3 2025
Houlihan Financial Resource Group, Ltd. Shares Held: 19.2K ($1.13M)

About DYNF

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