Institutional shares held 11.3 Million
0 calls
0 puts
Total value of holdings $503M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in JVAL

Top Purchases

Q2 2025
Avidian Wealth Solutions, LLC Shares Held: 962K ($43M)
Q2 2025
Kathmere Capital Management, LLC Shares Held: 143K ($6.39M)
Q2 2025
Columbia Advisory Partners LLC Shares Held: 166K ($7.41M)
Q2 2025
Atria Investments LLC Shares Held: 160K ($7.13M)
Q2 2025
Defined Financial Planning LLC Shares Held: 162K ($7.23M)

Top Sells

Q2 2025
Planned Solutions, Inc. Shares Held: 153K ($6.82M)
Q2 2025
First Citizens Bank & Trust CO Shares Held: 50.7K ($2.26M)
Q2 2025
Cobblestone Capital Advisors LLC Shares Held: 1.19M ($53.2M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 48.4K ($2.16M)
Q2 2025
Retirement Planning Group Shares Held: 19.9K ($891K)

About JVAL

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