Institutional shares held 5.47 Million
0 calls
0 puts
Total value of holdings $276M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in FSEP

Top Purchases

Q3 2025
Cwm, LLC Shares Held: 429K ($21.7M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 307K ($15.5M)
Q3 2025
Silver Oak Securities, Inc Shares Held: 16.8K ($849K)
Q3 2025
Strategic Blueprint, LLC Shares Held: 98.7K ($4.98M)
Q3 2025
Chris Bulman Inc Shares Held: 11.6K ($584K)

Top Sells

Q3 2025
Merit Financial Group, LLC Shares Held: 38.4K ($1.93M)
Q3 2025
Beacon Financial Group Shares Held: 19.1K ($964K)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 5.51K ($278K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 5.28K ($266K)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 25.2K ($1.27M)

About FSEP

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