Institutional shares held 230 Million
1.8K calls
200 puts
Total value of holdings $10B
$78K calls
$8K puts
# of Institutions 713


Latest Institutional Activity in DFIV

Top Purchases

Q2 2025
Maseco LLP Shares Held: 1.06M ($46.2M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 679K ($29.5M)
Q2 2025
Tru Wealth Advisors, LLC Shares Held: 342K ($14.9M)
Q2 2025
Truist Financial Corp Shares Held: 524K ($22.8M)
Q2 2025
Plancorp, LLC Shares Held: 3.21M ($139M)

Top Sells

Q2 2025
Prism Advisors, Inc. Shares Held: 441K ($19.1M)
Q2 2025
Foster Group, Inc. Shares Held: 3.35M ($145M)
Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 109K ($4.73M)
Q2 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 387K ($16.8M)
Q2 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 1.82M ($79.2M)

About DFIV

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