Institutional shares held 619 Million
0 calls
0 puts
Total value of holdings $15.4B
$0 calls
$0 puts
# of Institutions 723


Latest Institutional Activity in FNDX

Top Purchases

Q2 2025
Charles Schwab Investment Management Inc Shares Held: 402M ($10B)
Q2 2025
Alpha Core Capital LLC Shares Held: 3.4M ($84.6M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 6.39M ($159M)
Q2 2025
Boulay Financial Advisors, LLC Shares Held: 8.54M ($213M)
Q2 2025
Blue Stem Wealth Partners, LLC Shares Held: 3.49M ($86.9M)

Top Sells

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 568K ($14.1M)
Q2 2025
Quadrant Capital Group LLC Shares Held: 3.15M ($78.3M)
Q2 2025
Kestra Advisory Services, LLC Shares Held: 344K ($8.55M)
Q2 2025
Aa Financial Advisors, LLC Shares Held: 10.1K ($252K)
Q2 2025
Systelligence, LLC Shares Held: 182K ($4.53M)

About FNDX

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