Institutional shares held 21.1 Million
0 calls
0 puts
Total value of holdings $897M
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in FRDM

Top Purchases

Q2 2025
Ellevest, Inc. Shares Held: 1.14M ($48.5M)
Q2 2025
Wells Fargo & Company Shares Held: 1.26M ($53.8M)
Q2 2025
Tanglewood Wealth Management, Inc. Shares Held: 1.11M ($47.1M)
Q2 2025
First Heartland Consultants, Inc. Shares Held: 362K ($15.4M)
Q2 2025
Aptus Capital Advisors, LLC Shares Held: 658K ($28M)

Top Sells

Q2 2025
Thrivent Financial For Lutherans Shares Held: 72.5K ($3.08M)
Q2 2025
Tableaux LLC Shares Held: 15K ($638K)
Q2 2025
Frontier Asset Management, LLC Shares Held: 7.29K ($310K)
Q2 2025
Morgan Stanley Shares Held: 139K ($5.92M)
Q2 2025
Royal Bank Of Canada Shares Held: 729 ($31K)

About FRDM

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