Institutional shares held 296 Million
1.56M calls
0 puts
Total value of holdings $18.9B
$98.9M calls
$0 puts
# of Institutions 1,126


Latest Institutional Activity in EFV

Top Purchases

Q2 2025
Bush Investment Group, LLC Shares Held: 60.5K ($3.84M)
Q2 2025
Dentgroup LLC Shares Held: 41.1K ($2.61M)
Q2 2025
True Wealth Advisors, LLC Shares Held: 3.69K ($235K)
Q2 2025
Harbor Investment Advisory, LLC Shares Held: 2.91K ($185K)
Q2 2025
Waller Financial Planning Group, Inc Shares Held: 100K ($6.37M)

Top Sells

Q2 2025
Mc Lean Asset Management Corp Shares Held: 145K ($9.25M)
Q2 2025
Collective Family Office LLC Shares Held: 70.9K ($4.51M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 46.7M ($2.97B)
Q1 2025
Auto Owners Insurance CO Shares Held: 999K ($63.5M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.22M ($459M)

About EFV

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