Institutional shares held 85.6 Million
39.6K calls
40K puts
Total value of holdings $22.8B
$10.5M calls
$10.6M puts
# of Institutions 914


Latest Institutional Activity in OEF

Top Purchases

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 790 ($210K)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 64 ($17K)
Q4 2024
Demars Financial Group, LLC Shares Held: 50.7M ($13.5B)
Q4 2024
Raymond James Financial Inc Shares Held: 318K ($84.7M)
Q4 2024
Quantum Financial Advisors, LLC Shares Held: 218K ($57.9M)

Top Sells

Q1 2025
Global Wealth Strategies & Associates Shares Held: 9.03K ($2.4M)
Q1 2025
Legacy Wealth Management, LLC / Ms Shares Held: 1.83K ($487K)
Q4 2024
Cresset Asset Management, LLC Shares Held: 1.14M ($303M)
Q4 2024
International Assets Investment Management, LLC Shares Held: 1.45K ($386K)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 793 ($211K)

About OEF

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