Institutional shares held 5.33 Million
0 calls
0 puts
Total value of holdings $346M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in EFIV

Top Purchases

Q3 2025
Financial Network Wealth Management LLC Shares Held: 474K ($30.8M)
Q3 2025
Tompkins Financial Corp Shares Held: 290K ($18.8M)
Q3 2025
Citadel Advisors LLC Shares Held: 25.5K ($1.66M)
Q3 2025
Morgan Stanley Shares Held: 26.2K ($1.7M)
Q3 2025
Equitable Holdings, Inc. Shares Held: 58.1K ($3.77M)

Top Sells

Q3 2025
Two Sigma Investments, LP Shares Held: 46.8K ($3.04M)
Q3 2025
Principal Financial Group Inc Shares Held: 154K ($9.99M)
Q3 2025
Seeds Investor LLC Shares Held: 26.5K ($1.72M)
Q3 2025
One Capital Management, LLC Shares Held: 19.6K ($1.27M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 10.8K ($703K)

About EFIV

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