Institutional shares held 350 Million
1.22M calls
0 puts
Total value of holdings $24.6B
$85.9M calls
$0 puts
# of Institutions 1,257


Latest Institutional Activity in EFV

Top Purchases

Q4 2025
Yeomans Consulting Group, Inc. Shares Held: 221K ($15.5M)
Q4 2025
Asempa Wealth Advisors Shares Held: 33.1K ($2.33M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 346K ($24.3M)
Q4 2025
Brave Asset Management Inc Shares Held: 723K ($50.8M)
Q4 2025
Affinity Capital Advisors, LLC Shares Held: 415K ($29.2M)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 5.91M ($415M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 962K ($67.6M)
Q4 2025
Unique Wealth, LLC Shares Held: 123K ($8.67M)
Q4 2025
Ehrlich Financial Group Shares Held: 52.6K ($3.7M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 25.3K ($1.78M)

About EFV

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