Institutional shares held 9.52 Million
0 calls
0 puts
Total value of holdings $243M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in FYLD

Top Purchases

Q1 2025
Rothschild Investment LLC Shares Held: 513K ($13.1M)
Q1 2025
Verum Partners LLC Shares Held: 209K ($5.34M)
Q1 2025
Greenwood Capital Associates LLC Shares Held: 27.3K ($697K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 50.1K ($1.28M)
Q1 2025
Fermata Advisors, LLC Shares Held: 169K ($4.33M)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 1.63M ($41.6M)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 150K ($3.82M)
Q4 2024
Cambria Investment Management, L.P. Shares Held: 297K ($7.58M)
Q4 2024
Berkeley, Inc Shares Held: 112K ($2.85M)
Q4 2024
Kesler, Norman & Wride, LLC Shares Held: 101K ($2.57M)

About FYLD

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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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