Institutional shares held 7.86 Million
0 calls
0 puts
Total value of holdings $552M
$0 calls
$0 puts
# of Institutions 151


Latest Institutional Activity in FVAL

Top Purchases

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 290K ($20.4M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 114K ($8M)
Q4 2025
Ethos Capital Management, Inc. Shares Held: 21.5K ($1.51M)
Q4 2025
Diversify Advisory Services, LLC Shares Held: 11.9K ($834K)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 17.1K ($1.2M)

Top Sells

Q4 2025
Prism Advisors, Inc. Shares Held: 33.2K ($2.33M)
Q4 2025
Bouvel Investment Partners, LLC Shares Held: 42K ($2.95M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 3.99K ($281K)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 5.14K ($361K)
Q4 2025
Avaii Wealth Management, LLC Shares Held: 4.44K ($312K)

About FVAL

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