Institutional shares held 265 Million
1.5M calls
0 puts
Total value of holdings $14.9B
$84.3M calls
$0 puts
# of Institutions 938


Latest Institutional Activity in EFV

Top Purchases

Q1 2024
Jane Street Group, LLC Shares Held: 9.91M ($556M)
Q1 2024
Ameriprise Financial Inc Shares Held: 8.12M ($456M)
Q1 2024
Cwm, LLC Shares Held: 5.01M ($281M)
Q1 2024
Octavia Wealth Advisors, LLC Shares Held: 501K ($28.1M)
Q1 2024
Citadel Advisors LLC Shares Held: 367K ($20.6M)

Top Sells

Q1 2024
Envestnet Asset Management Inc Shares Held: 36.8M ($2.06B)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 681K ($38.2M)
Q1 2024
Lpl Financial LLC Shares Held: 8.96M ($503M)
Q1 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 7.05M ($396M)
Q1 2024
Black Rock Inc. Shares Held: 4.72M ($265M)

About EFV

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