Institutional shares held 296 Million
1.56M calls
0 puts
Total value of holdings $18.9B
$99M calls
$0 puts
# of Institutions 1,125


Latest Institutional Activity in EFV

Top Purchases

Q1 2025
Hamilton Capital, LLC Shares Held: 3.35M ($213M)
Q1 2025
Flow Traders U.S. LLC Shares Held: 3.24M ($206M)
Q1 2025
Old Mission Capital LLC Shares Held: 1.58M ($100M)
Q1 2025
Sofi Wealth, LLC Shares Held: 924K ($58.8M)
Q1 2025
Johns Hopkins University Shares Held: 1.82M ($116M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 46.7M ($2.98B)
Q1 2025
Auto Owners Insurance CO Shares Held: 999K ($63.6M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.22M ($459M)
Q1 2025
Lpl Financial LLC Shares Held: 15.1M ($958M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 12.3M ($783M)

About EFV

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