Institutional shares held 298 Million
0 calls
0 puts
Total value of holdings $12B
$0 calls
$0 puts
# of Institutions 665


Latest Institutional Activity in FNDF

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 16.9M ($680M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 769K ($30.9M)
Q2 2025
Canandaigua National Bank & Trust CO Shares Held: 1.05M ($42M)
Q2 2025
Beacon Financial Group Shares Held: 90.1K ($3.62M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 784K ($31.5M)

Top Sells

Q2 2025
Marshall Financial Group LLC Shares Held: 31.4K ($1.26M)
Q2 2025
Howard Financial Services, Ltd. Shares Held: 376K ($15.1M)
Q2 2025
Triangle Securities Wealth Management Shares Held: 15.1K ($606K)
Q2 2025
Pacific Capital Wealth Advisors, Inc Shares Held: 28.7K ($1.15M)
Q2 2025
Wealth Care Investment Partners, LLC Shares Held: 150K ($6.01M)

About FNDF

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