Institutional shares held 630 Million
0 calls
0 puts
Total value of holdings $16.8B
$0 calls
$0 puts
# of Institutions 770


Latest Institutional Activity in FNDX

Top Purchases

Q3 2025
Charles Schwab Investment Management Inc Shares Held: 409M ($10.9B)
Q3 2025
Lpl Financial LLC Shares Held: 4.55M ($121M)
Q3 2025
Berman Mc Aleer LLC Shares Held: 985K ($26.2M)
Q3 2025
Richardson Capital Management LLC Shares Held: 872K ($23.2M)
Q3 2025
Captrust Financial Advisors Shares Held: 17M ($452M)

Top Sells

Q3 2025
Blue Stem Wealth Partners, LLC Shares Held: 1.9M ($50.4M)
Q3 2025
Cornerstone Planning Group LLC Shares Held: 186 ($4.94K)
Q3 2025
Ameriprise Financial Inc Shares Held: 7.31M ($194M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 6.17M ($164M)
Q3 2025
Clark Capital Management Group, Inc. Shares Held: 2.78M ($73.9M)

About FNDX

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