Institutional shares held 1.19 Million
0 calls
0 puts
Total value of holdings $64.7M
$0 calls
$0 puts
# of Institutions 45


Latest Institutional Activity in SPVU

Top Purchases

Q3 2025
Delta Wealth Advisors LLC Shares Held: 95.7K ($5.21M)
Q3 2025
Massmutual Trust CO Fsb Shares Held: 14.2K ($773K)
Q3 2025
Koss Olinger Consulting, LLC Shares Held: 26.4K ($1.44M)
Q2 2025
Invesco Ltd. Shares Held: 159K ($8.66M)
Q2 2025
Lpl Financial LLC Shares Held: 259K ($14.1M)

Top Sells

Q3 2025
Farther Finance Advisors, LLC Shares Held: 11.8K ($644K)
Q3 2025
Armbruster Capital Management, Inc. Shares Held: 169K ($9.21M)
Q3 2025
Paragon Capital Management LTD Shares Held: 13.4K ($729K)
Q3 2025
Global Retirement Partners, LLC Shares Held: 5.1K ($278K)
Q3 2025
Sowell Financial Services LLC Shares Held: 4.41K ($240K)

About SPVU

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