Institutional shares held 325 Million
0 calls
0 puts
Total value of holdings $19.3B
$0 calls
$0 puts
# of Institutions 1,097


Latest Institutional Activity in EFV

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 1.06M ($63.3M)
Q1 2025
Gamma Investing LLC Shares Held: 121K ($7.2M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 88.8K ($5.28M)
Q1 2025
Unique Wealth, LLC Shares Held: 117K ($6.93M)
Q1 2025
Nbc Securities, Inc. Shares Held: 38.8K ($2.31M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 55.8K ($3.32M)
Q1 2025
Ehrlich Financial Group Shares Held: 39K ($2.32M)
Q1 2025
Legacy Financial Group LLC Shares Held: 77.1K ($4.58M)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 108K ($6.41M)
Q1 2025
Apella Capital, LLC Shares Held: 148K ($8.82M)

About EFV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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