Institutional shares held 280 Million
6.6K calls
3.9K puts
Total value of holdings $8.73B
$205K calls
$121K puts
# of Institutions 475


Latest Institutional Activity in DFIC

Top Purchases

Q2 2025
Apella Capital, LLC Shares Held: 3.65M ($114M)
Q2 2025
Trust CO Of The South Shares Held: 989K ($30.9M)
Q2 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 972K ($30.3M)
Q2 2025
Hurlow Wealth Management Group, Inc. Shares Held: 359K ($11.2M)
Q2 2025
Versant Capital Management, Inc Shares Held: 473K ($14.7M)

Top Sells

Q2 2025
Strathmore Capital Advisors, Inc. Shares Held: 21.4K ($668K)
Q2 2025
Waypoint Wealth Partners Inc. Shares Held: 389K ($12.1M)
Q2 2025
Archer Investment Management, LLC Shares Held: 19.3K ($602K)
Q2 2025
Krilogy Financial LLC Shares Held: 798K ($24.9M)
Q2 2025
Market Street Wealth Management Advisors LLC Shares Held: 860K ($26.9M)

About DFIC

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