Institutional shares held 1.84 Million
0 calls
0 puts
Total value of holdings $284M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in SIZE

Top Purchases

Q2 2025
Strategic Financial Services, Inc, Shares Held: 104K ($16.2M)
Q2 2025
James Reed Financial Services, Inc. Shares Held: 168K ($26.2M)
Q2 2025
Park Avenue Securities LLC Shares Held: 3.18K ($497K)
Q2 2025
Trinity Wealth Management, LLC Shares Held: 115K ($18M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 5.24K ($819K)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 84.8K ($13.3M)
Q2 2025
Parallel Advisors, LLC Shares Held: 6.28K ($983K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 134 ($21K)
Q2 2025
Strategic Blueprint, LLC Shares Held: 4.05K ($634K)
Q2 2025
Qtr Family Wealth, LLC Shares Held: 4.79K ($749K)

About SIZE

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