Institutional shares held 354 Million
1.3M calls
0 puts
Total value of holdings $24.1B
$88.6M calls
$0 puts
# of Institutions 1,212


Latest Institutional Activity in EFV

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 2.29M ($156M)
Q3 2025
Sagespring Wealth Partners, LLC Shares Held: 1.37M ($93.3M)
Q3 2025
Dynasty Wealth Management, LLC Shares Held: 1.35M ($92M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 219K ($14.9M)
Q3 2025
Mgo One Seven LLC Shares Held: 277K ($18.8M)

Top Sells

Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.81M ($532M)
Q3 2025
Park Avenue Securities LLC Shares Held: 6.42M ($437M)
Q3 2025
Jb Capital LLC Shares Held: 1.8M ($123M)
Q3 2025
Austin Private Wealth, LLC Shares Held: 720K ($49M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 3.11M ($211M)

About EFV

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