Institutional shares held 297 Million
1.46M calls
0 puts
Total value of holdings $15.8B
$77.5M calls
$0 puts
# of Institutions 1,023


Latest Institutional Activity in EFV

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 54M ($2.86B)
Q3 2024
Lpl Financial LLC Shares Held: 12.8M ($677M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 9.86M ($523M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 13.2M ($702M)
Q3 2024
Cwm, LLC Shares Held: 6.18M ($328M)

Top Sells

Q3 2024
Ameriprise Financial Inc Shares Held: 3.7M ($196M)
Q3 2024
Jane Street Group, LLC Shares Held: 5.46K ($290K)
Q3 2024
Symmetry Partners, LLC Shares Held: 211K ($11.2M)
Q3 2024
Accredited Investors Inc. Shares Held: 251K ($13.3M)
Q3 2024
Johnson Financial Group, Inc. Shares Held: 339K ($18M)

About EFV

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