Institutional shares held 34.5 Million
12.6K calls
12.7K puts
Total value of holdings $8.64B
$3.16M calls
$3.18M puts
# of Institutions 770


Latest Institutional Activity in OEF

Top Purchases

Q1 2024
Sigma Investment Counselors Inc Shares Held: 1.24M ($310M)
Q1 2024
Cresset Asset Management, LLC Shares Held: 2.24M ($562M)
Q1 2024
Quantum Financial Advisors, LLC Shares Held: 182K ($45.6M)
Q1 2024
Fifth Third Bancorp Shares Held: 2.3M ($576M)
Q1 2024
Cm Wealth Advisors LLC Shares Held: 267K ($66.8M)

Top Sells

Q1 2024
Envestnet Asset Management Inc Shares Held: 581K ($146M)
Q1 2024
Black Rock Inc. Shares Held: 20.5K ($5.13M)
Q1 2024
Lpl Financial LLC Shares Held: 625K ($157M)
Q1 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 58.6K ($14.7M)
Q1 2024
Cwm, LLC Shares Held: 173K ($43.4M)

About OEF

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