Institutional shares held 396 Million
130K calls
272K puts
Total value of holdings $37.7B
$12.3M calls
$25.9M puts
# of Institutions 1,079


Latest Institutional Activity in MBB

Top Purchases

Q4 2025
Dakota Wealth Management Shares Held: 546K ($51.9M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 161K ($15.3M)
Q4 2025
Exchange Traded Concepts, LLC Shares Held: 688K ($65.4M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 67.5K ($6.42M)
Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 148K ($14.1M)

Top Sells

Q4 2025
Lincoln Capital Corp Shares Held: 2.73K ($260K)
Q4 2025
Aafmaa Wealth Management & Trust LLC Shares Held: 118K ($11.3M)
Q4 2025
Park Avenue Securities LLC Shares Held: 1.32M ($126M)
Q4 2025
Confluence Investment Management LLC Shares Held: 345K ($32.8M)
Q4 2025
Assetmark, Inc Shares Held: 164K ($15.6M)

About MBB

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