Institutional shares held 7.75 Million
0 calls
0 puts
Total value of holdings $544M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in FVAL

Top Purchases

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 290K ($20.4M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 114K ($8M)
Q4 2025
Ethos Capital Management, Inc. Shares Held: 21.5K ($1.51M)
Q4 2025
Pfg Advisors Shares Held: 60.1K ($4.22M)
Q4 2025
Diversify Advisory Services, LLC Shares Held: 11.9K ($834K)

Top Sells

Q4 2025
Merit Financial Group, LLC Shares Held: 333K ($23.4M)
Q4 2025
Forbes Financial Planning, Inc. Shares Held: 24.9K ($1.75M)
Q4 2025
Prism Advisors, Inc. Shares Held: 33.2K ($2.33M)
Q4 2025
Bouvel Investment Partners, LLC Shares Held: 42K ($2.95M)
Q4 2025
Valmark Advisers, Inc. Shares Held: 16.3K ($1.15M)

About FVAL

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