Institutional shares held 8.83 Million
0 calls
0 puts
Total value of holdings $870M
$0 calls
$0 puts
# of Institutions 256


Latest Institutional Activity in FDIS

Top Purchases

Q3 2025
Lido Advisors, LLC Shares Held: 1.48M ($146M)
Q3 2025
Assetmark, Inc Shares Held: 148K ($14.6M)
Q3 2025
Ae Wealth Management LLC Shares Held: 763K ($75.1M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 90.3K ($8.9M)
Q3 2025
Grimes & Company, Inc. Shares Held: 47.7K ($4.7M)

Top Sells

Q3 2025
Pfg Advisors Shares Held: 3.73K ($367K)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 3.92K ($387K)
Q3 2025
Ameriprise Financial Inc Shares Held: 8.28K ($816K)
Q3 2025
Guerra Advisors Inc Shares Held: 2.89K ($285K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 116K ($11.4M)

About FDIS

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