Institutional shares held 77.7 Million
0 calls
0 puts
Total value of holdings $3.15B
$0 calls
$0 puts
# of Institutions 168


Latest Institutional Activity in RECS

Top Purchases

Q4 2025
Kwb Wealth Shares Held: 490K ($19.8M)
Q4 2025
Daymark Wealth Partners, LLC Shares Held: 888K ($35.9M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 1.63M ($66.1M)
Q4 2025
Gradient Investments LLC Shares Held: 2.2M ($89.1M)
Q4 2025
Fundamentun, LLC Shares Held: 2.08M ($84M)

Top Sells

Q4 2025
Archford Capital Strategies, LLC Shares Held: 304K ($12.3M)
Q4 2025
Heck Capital Advisors, LLC Shares Held: 433K ($17.5M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 80K ($3.24M)
Q4 2025
Balance Wealth, LLC Shares Held: 37.7K ($1.53M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 342K ($13.9M)

About RECS

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