Institutional shares held 48.4 Million
13.3K calls
4.1K puts
Total value of holdings $2.73B
$750K calls
$231K puts
# of Institutions 422


Latest Institutional Activity in FDVV

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 4.5M ($254M)
Q3 2025
Woodard & CO Asset Management Group Inc Shares Held: 504K ($28.4M)
Q3 2025
Private Advisor Group, LLC Shares Held: 399K ($22.5M)
Q3 2025
Per Stirling Capital Management, Llc. Shares Held: 229K ($12.9M)
Q3 2025
Retirement Planning Group Shares Held: 2.2M ($124M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.96M ($167M)
Q3 2025
Gps Wealth Strategies Group, LLC Shares Held: 3.44K ($194K)
Q3 2025
Financial Services Advisory Inc Shares Held: 71K ($4.01M)
Q3 2025
Childress Capital Advisors, LLC Shares Held: 768K ($43.3M)
Q3 2025
Sovran Advisors, LLC Shares Held: 11K ($624K)

About FDVV

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