Institutional shares held 6.63 Million
0 calls
0 puts
Total value of holdings $434M
$0 calls
$0 puts
# of Institutions 169


Latest Institutional Activity in FDLO

Top Purchases

Q3 2025
Howard Capital Management Inc. Shares Held: 125K ($8.19M)
Q3 2025
Ae Wealth Management LLC Shares Held: 85.5K ($5.6M)
Q3 2025
Running Point Capital Advisors, LLC Shares Held: 174K ($11.4M)
Q3 2025
J.W. Cole Advisors, Inc. Shares Held: 12.7K ($835K)
Q3 2025
Westbourne Investments, Inc. Shares Held: 7.29K ($478K)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 499K ($32.7M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 31.1K ($2.04M)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 113K ($7.38M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 733K ($48.1M)
Q3 2025
Abundance Wealth Counselors Shares Held: 67.6K ($4.43M)

About FDLO

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