Institutional shares held 36.8 Million
600 calls
2.6K puts
Total value of holdings $3.09B
$50K calls
$218K puts
# of Institutions 571


Latest Institutional Activity in EFAV

Top Purchases

Q2 2025
Portfolio Design Labs, LLC Shares Held: 545K ($45.9M)
Q2 2025
Ascent Group, LLC Shares Held: 429K ($36.1M)
Q2 2025
Summit Financial, LLC Shares Held: 349K ($29.3M)
Q2 2025
Assetmark, Inc Shares Held: 513K ($43.2M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 419K ($35.3M)

Top Sells

Q2 2025
Us Bancorp \De\ Shares Held: 3.01K ($253K)
Q2 2025
Financial Engines Advisors L.L.C. Shares Held: 837K ($70.5M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 7.74K ($651K)
Q2 2025
Ae Wealth Management LLC Shares Held: 3.03K ($255K)
Q2 2025
Visionary Wealth Advisors Shares Held: 4.77K ($402K)

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