Institutional shares held 230 Million
1.8K calls
200 puts
Total value of holdings $10.2B
$79K calls
$8K puts
# of Institutions 712


Latest Institutional Activity in DFIV

Top Purchases

Q2 2025
Maseco LLP Shares Held: 1.06M ($47.1M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 679K ($30.1M)
Q2 2025
Tru Wealth Advisors, LLC Shares Held: 342K ($15.2M)
Q2 2025
Truist Financial Corp Shares Held: 524K ($23.2M)
Q2 2025
Plancorp, LLC Shares Held: 3.21M ($142M)

Top Sells

Q2 2025
Prism Advisors, Inc. Shares Held: 441K ($19.5M)
Q2 2025
Foster Group, Inc. Shares Held: 3.35M ($148M)
Q2 2025
Ruedi Wealth Management, Inc. Shares Held: 305K ($13.5M)
Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 109K ($4.83M)
Q2 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 387K ($17.2M)

About DFIV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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