Institutional shares held 357 Million
1.3M calls
0 puts
Total value of holdings $23.5B
$85.6M calls
$0 puts
# of Institutions 1,174


Latest Institutional Activity in EFV

Top Purchases

Q2 2025
Envestnet Asset Management Inc Shares Held: 70.1M ($4.61B)
Q2 2025
Lpl Financial LLC Shares Held: 22.7M ($1.49B)
Q2 2025
Morgan Stanley Shares Held: 12M ($788M)
Q2 2025
Auto Owners Insurance CO Shares Held: 3.96M ($261M)
Q2 2025
Mml Investors Services, LLC Shares Held: 5.69M ($374M)

Top Sells

Q2 2025
Thrivent Financial For Lutherans Shares Held: 24.1K ($1.59M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 8.42M ($554M)
Q2 2025
Pacific Life Fund Advisors LLC Shares Held: 510K ($33.5M)
Q2 2025
Larson Financial Group LLC Shares Held: 430K ($28.3M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 19.4K ($1.28M)

About EFV

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