Institutional shares held 632 Million
0 calls
0 puts
Total value of holdings $16.8B
$0 calls
$0 puts
# of Institutions 775


Latest Institutional Activity in FNDX

Top Purchases

Q4 2025
Breakwater Capital Group Shares Held: 268K ($7.12M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 104K ($2.77M)
Q4 2025
Davenport & CO LLC Shares Held: 917K ($24.4M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 164K ($4.36M)
Q4 2025
Collective Family Office LLC Shares Held: 340K ($9.03M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 557K ($14.8M)
Q4 2025
Park Avenue Securities LLC Shares Held: 360K ($9.57M)
Q4 2025
Bulwark Capital Corp Shares Held: 66.1K ($1.76M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 28K ($744K)
Q4 2025
Moller Financial Services Shares Held: 927K ($24.6M)

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