Institutional shares held 6.89 Million
0 calls
0 puts
Total value of holdings $473M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in FVAL

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 402K ($28.5M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 84K ($5.95M)
Q3 2025
High Probability Advisors, LLC Shares Held: 428K ($30.3M)
Q3 2025
Flagship Wealth Advisors, LLC Shares Held: 9.43K ($668K)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 6.1K ($432K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 255K ($18.1M)
Q3 2025
Custos Family Office, LLC Shares Held: 152K ($10.8M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 16.8K ($1.19M)
Q3 2025
Valmark Advisers, Inc. Shares Held: 16.9K ($1.2M)
Q3 2025
Glass Jacobson Investment Advisors LLC Shares Held: 2.37K ($168K)

About FVAL

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