Institutional shares held 9.69 Million
0 calls
0 puts
Total value of holdings $260M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in FYLD

Top Purchases

Q1 2025
Longview Financial Advisors, Inc. Shares Held: 414K ($11.2M)
Q1 2025
Oregon Pacific Wealth Management, LLC Shares Held: 109K ($2.96M)
Q1 2025
Rothschild Investment LLC Shares Held: 513K ($13.9M)
Q1 2025
Alm First Financial Advisors, LLC Shares Held: 483K ($13.1M)
Q1 2025
Verum Partners LLC Shares Held: 209K ($5.66M)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 1.63M ($44.2M)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 150K ($4.06M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 25K ($678K)
Q4 2024
Cambria Investment Management, L.P. Shares Held: 297K ($8.04M)
Q4 2024
Berkeley, Inc Shares Held: 112K ($3.03M)

About FYLD

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