Institutional shares held 7.71 Million
0 calls
0 puts
Total value of holdings $542M
$0 calls
$0 puts
# of Institutions 148


Latest Institutional Activity in FVAL

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 402K ($28.2M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 418K ($29.4M)
Q3 2025
Mai Capital Management Shares Held: 299K ($21M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.48M ($104M)
Q3 2025
Cetera Investment Advisers Shares Held: 234K ($16.4M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 255K ($17.9M)
Q3 2025
Custos Family Office, LLC Shares Held: 152K ($10.7M)
Q3 2025
Vantage Financial Partners, LLC Shares Held: 122K ($8.6M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 16.8K ($1.18M)
Q3 2025
Ae Wealth Management LLC Shares Held: 10.7K ($750K)

About FVAL

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