Institutional shares held 5.18 Million
0 calls
0 puts
Total value of holdings $327M
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in EFIV

Top Purchases

Q3 2025
Tompkins Financial Corp Shares Held: 290K ($18.3M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 18.3K ($1.15M)
Q3 2025
Soa Wealth Advisors, Llc. Shares Held: 198K ($12.5M)
Q3 2025
Ellenbecker Investment Group Shares Held: 8.97K ($566K)
Q3 2025
R. W. Roge & Company, Inc. Shares Held: 20.6K ($1.3M)

Top Sells

Q3 2025
Principal Financial Group Inc Shares Held: 154K ($9.71M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 10.8K ($684K)
Q3 2025
Laurel Wealth Planning LLC Shares Held: 170K ($10.7M)
Q3 2025
Richard P Slaughter Associates Inc Shares Held: 25.8K ($1.63M)
Q3 2025
Veracity Capital LLC Shares Held: 12.2K ($769K)

About EFIV

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