Institutional shares held 320 Million
0 calls
0 puts
Total value of holdings $18.8B
$0 calls
$0 puts
# of Institutions 1,099


Latest Institutional Activity in EFV

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 924K ($54.1M)
Q1 2025
Merit Financial Group, LLC Shares Held: 1.06M ($62.3M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 146K ($8.53M)
Q1 2025
Miracle Mile Advisors, LLC Shares Held: 1.66M ($97.4M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 88.8K ($5.2M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.22M ($422M)
Q1 2025
Park Avenue Securities LLC Shares Held: 5.03M ($294M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 2.44M ($143M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 1.01M ($59.3M)
Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 429K ($25.1M)

About EFV

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