Institutional shares held 5.2 Million
0 calls
0 puts
Total value of holdings $316M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in EFIV

Top Purchases

Q2 2025
Two Sigma Investments, LP Shares Held: 130K ($7.91M)
Q2 2025
Royal Bank Of Canada Shares Held: 46.2K ($2.81M)
Q2 2025
Soa Wealth Advisors, Llc. Shares Held: 193K ($11.7M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 55.9K ($3.4M)
Q2 2025
Tompkins Financial Corp Shares Held: 264K ($16M)

Top Sells

Q2 2025
Farther Finance Advisors, LLC Shares Held: 20.3K ($1.23M)
Q2 2025
Bank Of America Corp Shares Held: 43.7K ($2.65M)
Q2 2025
Koss Olinger Consulting, LLC Shares Held: 414K ($25.2M)
Q2 2025
Lpl Financial LLC Shares Held: 318K ($19.3M)
Q2 2025
Retirement Capital Strategies Shares Held: 176K ($10.7M)

About EFIV

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