Institutional shares held 632 Million
0 calls
0 puts
Total value of holdings $16.8B
$0 calls
$0 puts
# of Institutions 779


Latest Institutional Activity in FNDX

Top Purchases

Q4 2025
Arcadia Investment Advisors LLC Shares Held: 336K ($8.93M)
Q4 2025
Northland Capital Management LLC Shares Held: 717K ($19.1M)
Q4 2025
Breakwater Capital Group Shares Held: 268K ($7.12M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 104K ($2.77M)
Q4 2025
Davenport & CO LLC Shares Held: 917K ($24.4M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 557K ($14.8M)
Q4 2025
Archford Capital Strategies, LLC Shares Held: 484K ($12.9M)
Q4 2025
Allen Wealth Management, LLC Shares Held: 919K ($24.4M)
Q4 2025
Ashford Advisors, LLC Shares Held: 1.84M ($48.8M)
Q4 2025
Park Avenue Securities LLC Shares Held: 360K ($9.57M)

About FNDX

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