Institutional shares held 44.8 Million
0 calls
0 puts
Total value of holdings $2.67B
$0 calls
$0 puts
# of Institutions 344


Latest Institutional Activity in FV

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 72K ($4.29M)
Q2 2025
Sar Wealth Management Group, LLC Shares Held: 461K ($27.4M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 3.08K ($184K)
Q2 2025
Cx Institutional Shares Held: 607 ($36.2K)
Q2 2025
Ballew Advisors, Inc Shares Held: 19.2K ($1.14M)

Top Sells

Q2 2025
Farther Finance Advisors, LLC Shares Held: 126K ($7.53M)
Q2 2025
Atwood & Palmer Inc Shares Held: 94.3K ($5.61M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 5.03K ($300K)
Q2 2025
Caldwell Sutter Capital, Inc. Shares Held: 223 ($13.3K)
Q2 2025
Kaydan Wealth Management, Inc. Shares Held: 7.18K ($428K)

About FV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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