Institutional shares held 52.1 Million
16.4K calls
0 puts
Total value of holdings $2.92B
$919K calls
$0 puts
# of Institutions 432


Latest Institutional Activity in FDVV

Top Purchases

Q4 2025
Cwm, LLC Shares Held: 222K ($12.4M)
Q4 2025
Cyr Financial Inc. Shares Held: 139K ($7.78M)
Q4 2025
Tompkins Financial Corp Shares Held: 80.4K ($4.51M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 70.7K ($3.96M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 253K ($14.2M)

Top Sells

Q4 2025
Fundamentun, LLC Shares Held: 293K ($16.5M)
Q4 2025
Mc Glone Suttner Wealth Management, Inc. Shares Held: 112K ($6.3M)
Q4 2025
Centerline Wealth Advisors, LLC Shares Held: 91.3K ($5.12M)
Q4 2025
Accurate Wealth Management, LLC Shares Held: 11.4K ($638K)
Q4 2025
Lineweaver Wealth Advisors, LLC Shares Held: 111K ($6.2M)

About FDVV

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