Institutional shares held 95.6 Million
1.53M calls
38.7K puts
Total value of holdings $25.4B
$407M calls
$10.3M puts
# of Institutions 969


Latest Institutional Activity in OEF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 4.1M ($1.09B)
Q1 2025
Lpl Financial LLC Shares Held: 1.8M ($479M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 2.04M ($542M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 632K ($168M)
Q1 2025
Bank Of America Corp Shares Held: 6.4M ($1.7B)

Top Sells

Q1 2025
Liberty Wealth Management LLC Shares Held: 20.4K ($5.42M)
Q1 2025
Cresset Asset Management, LLC Shares Held: 940K ($250M)
Q1 2025
Calton & Associates, Inc. Shares Held: 1.51K ($402K)
Q1 2025
Vicus Capital Shares Held: 33.6K ($8.93M)
Q1 2025
Wells Fargo & Company Shares Held: 628K ($167M)

About OEF

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