Institutional shares held 5.33 Million
0 calls
0 puts
Total value of holdings $346M
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in EFIV

Top Purchases

Q4 2025
Soa Wealth Advisors, Llc. Shares Held: 201K ($13M)
Q4 2025
Gradient Investments LLC Shares Held: 57K ($3.7M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 24.3K ($1.58M)
Q4 2025
Hbw Advisory Services LLC Shares Held: 6.13K ($398K)
Q4 2025
Silver Oak Securities, Inc Shares Held: 3.49K ($227K)

Top Sells

Q4 2025
Laurel Wealth Planning LLC Shares Held: 160K ($10.4M)
Q4 2025
Mc Clarren Financial Advisors, Inc. Shares Held: 66 ($4.28K)
Q4 2025
Tompkins Financial Corp Shares Held: 288K ($18.7M)
Q4 2025
Gilbert Capital Group, Inc. Shares Held: 29.2K ($1.9M)
Q4 2025
Coastline Trust CO Shares Held: 15.2K ($988K)

About EFIV

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