Institutional shares held 590 Million
0 calls
0 puts
Total value of holdings $13.8B
$0 calls
$0 puts
# of Institutions 690


Latest Institutional Activity in FNDX

Top Purchases

Q1 2025
Boulay Financial Advisors, LLC Shares Held: 6.27M ($146M)
Q1 2025
Quadrant Capital Group LLC Shares Held: 4.39M ($102M)
Q1 2025
Ameriprise Financial Inc Shares Held: 7.76M ($181M)
Q1 2025
Fortis Capital Advisors, LLC Shares Held: 1.27M ($29.6M)
Q1 2025
Belpointe Asset Management LLC Shares Held: 1.27M ($29.6M)

Top Sells

Q1 2025
Charles Schwab Investment Management Inc Shares Held: 389M ($9.09B)
Q1 2025
Signature Estate & Investment Advisors LLC Shares Held: 7.42M ($173M)
Q1 2025
Mc Adam, LLC Shares Held: 8.09M ($189M)
Q1 2025
Blue Stem Wealth Partners, LLC Shares Held: 1.58M ($36.9M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 768K ($17.9M)

About FNDX

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