Institutional shares held 5.26 Million
0 calls
0 puts
Total value of holdings $317M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in EFIV

Top Purchases

Q2 2025
Soa Wealth Advisors, Llc. Shares Held: 193K ($11.6M)
Q2 2025
Tompkins Financial Corp Shares Held: 264K ($15.9M)
Q2 2025
Savvy Advisors, Inc. Shares Held: 19.7K ($1.19M)
Q2 2025
Crestwood Advisors Group LLC Shares Held: 10.4K ($625K)
Q2 2025
Richard P Slaughter Associates Inc Shares Held: 30.3K ($1.82M)

Top Sells

Q2 2025
Farther Finance Advisors, LLC Shares Held: 20.3K ($1.22M)
Q2 2025
Koss Olinger Consulting, LLC Shares Held: 414K ($24.9M)
Q2 2025
Gradient Investments LLC Shares Held: 55K ($3.31M)
Q2 2025
R. W. Roge & Company, Inc. Shares Held: 16.5K ($993K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 8.24K ($496K)

About EFIV

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