Institutional shares held 6.01 Million
0 calls
0 puts
Total value of holdings $281M
$0 calls
$0 puts
# of Institutions 153


Latest Institutional Activity in DFEB

Top Purchases

Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 14.2K ($662K)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 146 ($6.83K)
Q4 2025
Assetmark, Inc Shares Held: 10 ($468)
Q3 2025
Sunbelt Securities, Inc. Shares Held: 68.8K ($3.22M)
Q3 2025
Ritter Daniher Financial Advisory LLC Shares Held: 45.8K ($2.14M)

Top Sells

Q4 2025
Precedent Wealth Partners, LLC Shares Held: 89.5K ($4.18M)
Q4 2025
Spire Wealth Management Shares Held: 37.2K ($1.74M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 9.51K ($445K)
Q4 2025
Columbus Macro, LLC Shares Held: 4.55K ($213K)
Q4 2025
Focus Financial Network, Inc. Shares Held: 5.13K ($240K)

About DFEB

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