Institutional shares held 36 Million
0 calls
0 puts
Total value of holdings $3.11B
$0 calls
$0 puts
# of Institutions 573


Latest Institutional Activity in EFAV

Top Purchases

Q4 2025
Carr Financial Group Corp Shares Held: 15.1K ($1.31M)
Q4 2025
National Wealth Management Group, LLC Shares Held: 8.63K ($744K)
Q4 2025
Fifth Third Securities, Inc. Shares Held: 3.73K ($322K)
Q4 2025
Hudson Oak Wealth Advisory LLC Shares Held: 2.39K ($206K)
Q4 2025
Armbruster Capital Management, Inc. Shares Held: 219K ($18.9M)

Top Sells

Q4 2025
Assetmark, Inc Shares Held: 430K ($37.1M)
Q4 2025
Brookstone Capital Management Shares Held: 219K ($18.9M)
Q4 2025
Aspiriant, LLC Shares Held: 65.7K ($5.67M)
Q4 2025
Apella Capital, LLC Shares Held: 62.2K ($5.37M)
Q4 2025
Rhs Financial, LLC Shares Held: 21.6K ($1.86M)

About EFAV

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