Institutional shares held 42.8 Million
0 calls
0 puts
Total value of holdings $2.6B
$0 calls
$0 puts
# of Institutions 350


Latest Institutional Activity in FV

Top Purchases

Q3 2025
Advisor Group Holdings, Inc. Shares Held: 905K ($55M)
Q3 2025
New Edge Advisors, LLC Shares Held: 941K ($57.2M)
Q3 2025
Gateway Wealth Partners, LLC Shares Held: 108K ($6.59M)
Q3 2025
Gladstone Institutional Advisory LLC Shares Held: 66.9K ($4.07M)
Q3 2025
Stifel Financial Corp Shares Held: 471K ($28.7M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.48M ($151M)
Q3 2025
Wells Fargo & Company Shares Held: 3.69M ($224M)
Q3 2025
Morgan Stanley Shares Held: 6.01M ($366M)
Q3 2025
Raymond James Financial Inc Shares Held: 2.26M ($137M)
Q3 2025
Cetera Investment Advisers Shares Held: 495K ($30.1M)

About FV

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