Skip to Main Content
American Flag
LABOR DAY SALE

50% off your first year of any Quiver subscription

...

Use Promo Code:

LABOR26
American Flag
×
Quiver Logo Get a Free Trial on Quiver Premium Today!
Back to News

Fund Update: 15,192,159 $EFV shares added to Dynasty Wealth Management, LLC portfolio

None

Dynasty Wealth Management, LLC has added 15,192,159 shares of $EFV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $EFV.

$EFV Hedge Fund Activity

We have seen 645 institutional investors add shares of $EFV stock to their portfolio, and 533 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • FMR LLC added 18,132,156 shares (+104.1%) to their portfolio in Q3 2026, for an estimated $717,489,412
  • DYNASTY WEALTH MANAGEMENT, LLC added 15,192,159 shares (+323.3%) to their portfolio in Q3 2026, for an estimated $601,153,731
  • US BANCORP \DE\ added 14,824,918 shares (+104.9%) to their portfolio in Q3 2026, for an estimated $586,622,005
  • LPL FINANCIAL LLC added 12,289,519 shares (+91.1%) to their portfolio in Q3 2026, for an estimated $486,296,266
  • JPMORGAN CHASE & CO added 11,243,522 shares (+104.0%) to their portfolio in Q3 2026, for an estimated $444,906,165
  • UBS GROUP AG added 3,056,235 shares (+99.8%) to their portfolio in Q3 2026, for an estimated $120,935,218
  • PNC FINANCIAL SERVICES GROUP, INC. added 2,755,888 shares (+95.3%) to their portfolio in Q3 2026, for an estimated $109,050,488

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

EARLY ACCESS
Receive EFV Data Alerts
Real-time alerts on filings, insider trades, and market signals — before everyone else.
Get Alerts →

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $EFV ticker page for more data.

Add Quiver Quantitative to your preferred sources on Google Google News Logo

Suggested Articles