Institutional shares held 258 Million
0 calls
0 puts
Total value of holdings $8.26B
$0 calls
$0 puts
# of Institutions 672


Latest Institutional Activity in DFAX

Top Purchases

Q4 2025
Wolfstich Capital, LLC Shares Held: 796K ($25.5M)
Q4 2025
Great Waters Wealth Management Shares Held: 4.85M ($155M)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 469K ($15M)
Q4 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 373K ($11.9M)
Q4 2025
Master'S Wealth Management Inc. Shares Held: 1.39M ($44.4M)

Top Sells

Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 1.54M ($49.2M)
Q4 2025
Evanson Asset Management, LLC Shares Held: 2.3M ($73.7M)
Q4 2025
Apella Capital, LLC Shares Held: 1.11M ($35.7M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 33.2K ($1.06M)
Q4 2025
Prosperity Planning, Inc. Shares Held: 512K ($16.4M)

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