Institutional shares held 6.07 Million
0 calls
0 puts
Total value of holdings $275M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in DFEB

Top Purchases

Q2 2025
Cwm, LLC Shares Held: 208K ($9.44M)
Q2 2025
Holistic Planning, LLC Shares Held: 128K ($5.79M)
Q2 2025
Kraematon Investment Advisors, Inc Shares Held: 42K ($1.91M)
Q2 2025
Madrona Financial Services, LLC Shares Held: 15.8K ($715K)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 108K ($4.9M)

Top Sells

Q2 2025
Signal Advisors Wealth, LLC Shares Held: 19.1K ($868K)
Q2 2025
Foguth Wealth Management, Llc. Shares Held: 12K ($543K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 14.2K ($644K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 4.69K ($212K)
Q2 2025
Triumph Capital Management Shares Held: 27.6K ($1.25M)

About DFEB

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