Inst. Holders
50 funds
EF
EFV
ISHARES TR
$78.34 ▲ +0.59%
Prev close $77.8820 New Institutional Positions30 Institutional Exits
Snapshot
The big-picture read on EFV right now — valuation, ownership and activity at a glance.
Inst. Value
$14.0B
Inst. Activity
20 buys / 30 sells
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Short Volume: EFV — 57.8% short (0.9M / 1.6M)
Short: 944,297 | Exempt: 9,530 | TRF Vol: 1,633,228 | Short Ratio: 57.8% | Off-exchange volume (dark
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — TRIM
32,274,634 shares ($2.5B)
Jun 30, 2026 Inst.
LPL Financial LLC — TRIM
13,493,721 shares ($1.0B)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: EFV — 57.8% short (0.9M / 1.6M)
Short: 944,297 | Exempt: 9,530 | TRF Vol: 1,633,228 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: EFV — 73.3% short (0.6M / 0.9M)
Short: 625,051 | Exempt: 140 | TRF Vol: 852,667 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: EFV — 67.9% short (0.6M / 0.9M)
Short: 599,028 | Exempt: 1,924 | TRF Vol: 882,452 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: EFV — 67.7% short (0.6M / 0.9M)
Short: 611,370 | Exempt: 680 | TRF Vol: 903,583 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: EFV — 60.4% short (0.8M / 1.3M)
Short: 786,619 | Exempt: 2,373 | TRF Vol: 1,302,856 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own EFV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $14.0B total value (182,609,600 shares) as of 2026-Q2. Top holders: ENVESTNET, FMR, US. Net selling activity: 30 institutions trimmed/exited vs 20 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 32,274,634 | $2.5B | 17.7% | TRIM -45.9% |
| FMR LLC | 17,424,650 | $1.3B | 9.5% | — |
| US BANCORP \DE\ | 14,137,778 | $1.1B | 7.7% | — |
| LPL Financial LLC | 13,493,721 | $1.0B | 7.4% | TRIM -35.3% |
| JPMORGAN CHASE & CO | 10,814,234 | $828.0M | 5.9% | — |
| BANK OF AMERICA CORP /DE/ | 9,571,701 | $732.7M | 5.2% | — |
| MORGAN STANLEY | 9,234,472 | $706.9M | 5.1% | — |
| JONES FINANCIAL COMPANIES LLLP | 7,542,634 | $574.2M | 4.1% | — |
| Dynasty Wealth Management, LLC | 4,699,261 | $359.7M | 2.6% | ADD +33.4% |
| AMERIPRISE FINANCIAL INC | 4,537,921 | $347.3M | 2.5% | TRIM -34.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 59,658,594 | 32,274,634 | -45.9% | $2.5B |
| LPL Financial LLC | TRIM | 20,848,511 | 13,493,721 | -35.3% | $1.0B |
| Dynasty Wealth Management, LLC | ADD | 3,522,247 | 4,699,261 | +33.4% | $359.7M |
| AMERIPRISE FINANCIAL INC | TRIM | 6,885,302 | 4,537,921 | -34.1% | $347.3M |
| MML INVESTORS SERVICES, LLC | TRIM | 3,937,150 | 2,615,105 | -33.6% | $200.2M |
| Cetera Investment Advisers | TRIM | 3,915,091 | 2,126,809 | -45.7% | $162.8M |
| Mariner, LLC | DOUBLED | 888,630 | 1,892,172 | +112.9% | $144.8M |
| Envestnet Portfolio Solutions, Inc. | TRIM | 4,243,307 | 1,783,999 | -58.0% | $136.6M |
| Merit Financial Group, LLC | TRIM | 2,370,127 | 1,524,185 | -35.7% | $116.7M |
| TRUIST FINANCIAL CORP | TRIM | 2,392,672 | 1,312,054 | -45.2% | $100.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EFV.
Shares short
1,328,588
Settlement Sep 15, 2026
Change vs prior
+31.1%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume