Who owns EFAV (EFAV)
Which tracked institutional funds hold EFAV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFAV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
95 tracked funds added or opened EFAV while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EFAV’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EFAV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EFAV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 536 tracked filers holding EFAV, 199 increased or opened the position and 227 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EFAV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Penserra Capital Management LLC$18M
- Ocean Park Asset Management, LLC$9M
- CLEAR WAVE WEALTH MANAGEMENT LLC$6M
- Independent Advisor Alliance$4M
- BlueStem Wealth Partners, LLC$4M
- OneDigital Investment Advisors LLC$3M
Full exits 17
- JANE STREET GROUP, LLC$24M
- FLOW TRADERS U.S. LLC$14M
- Purpose Unlimited Inc.$14M
- COMERICA BANK$9M
- Yeomans Consulting Group, Inc.$7M
- NewEdge Advisors, LLC$6M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$86M
- MORGAN STANLEY$27M
- BANK OF AMERICA CORP /DE/$15M
- ENVESTNET ASSET MANAGEMENT INC$11M
- Geneos Wealth Management Inc.$10M
- FIFTH THIRD BANCORP$10M
Largest trims
- BlackRock, Inc.$27M
- Vestcor Inc$8M
- SECURIAN ASSET MANAGEMENT, INC$5M
- Qube Research & Technologies Ltd$4M
- CAPTRUST FINANCIAL ADVISORS$3M
- MML INVESTORS SERVICES, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 7,576,837 | $692M | 19.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,930,058 | $359M | 10.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,490,344 | $319M | 9.0% | 2026-Q1 |
| MORGAN STANLEY added | 2,473,399 | $226M | 6.4% | 2026-Q1 |
| Wharton Business Group, LLC trimmed | 1,713,828 | $157M | 4.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,195,141 | $109M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,037,443 | $95M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 948,326 | $87M | 2.4% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 768,375 | $70M | 2.0% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC trimmed | 702,769 | $64M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 688,027 | $63M | 1.8% | 2026-Q1 |
| UBS Group AG added | 685,031 | $63M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 672,215 | $61M | 1.7% | 2026-Q1 |
| SEI INVESTMENTS CO added | 669,093 | $61M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 531,483 | $49M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 493,576 | $45M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 433,231 | $40M | 1.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 420,714 | $38M | 1.1% | 2026-Q1 |
| Creative Planning added | 400,990 | $37M | 1.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 397,192 | $36M | 1.0% | 2026-Q1 |
| Summit Financial, LLC added | 374,321 | $34M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 356,879 | $33M | 0.9% | 2026-Q1 |
| Amundi trimmed | 350,799 | $32M | 0.9% | 2026-Q1 |
| Facet Wealth, Inc. added | 301,092 | $28M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 295,823 | $27M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 313,052 | $27M | 0.8% | 2026-Q1 |
| Brookstone Capital Management added | 225,983 | $21M | 0.6% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 221,426 | $20M | 0.6% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 213,922 | $20M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 207,247 | $18M | 0.5% | 2026-Q1 |
| Penserra Capital Management LLC new | 197,690 | $18M | 0.5% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich trimmed | 186,312 | $17M | 0.5% | 2026-Q1 |
| Portfolio Design Labs, LLC trimmed | 174,466 | $16M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 158,276 | $14M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 155,175 | $14M | 0.4% | 2026-Q1 |
| Ledyard National Bank added | 152,033 | $14M | 0.4% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 147,807 | $14M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 144,701 | $13M | 0.4% | 2026-Q1 |
| Symmetry Partners, LLC added | 140,522 | $13M | 0.4% | 2026-Q1 |
| Horizon Investments, LLC added | 132,656 | $12M | 0.3% | 2026-Q1 |
| Vestcor Inc trimmed | 132,047 | $12M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 129,395 | $12M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 127,769 | $12M | 0.3% | 2026-Q1 |
| Ascent Group, LLC trimmed | 127,199 | $12M | 0.3% | 2026-Q1 |
| ProVise Management Group, LLC added | 120,355 | $11M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 115,595 | $11M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 111,122 | $10M | 0.3% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 110,266 | $10M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 104,726 | $10M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 102,020 | $9M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 103,260 | $9M | 0.3% | 2026-Q1 |
| Ocean Park Asset Management, LLC trimmed | 99,751 | $9M | 0.3% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT added | 92,883 | $8M | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 92,207 | $8M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 85,081 | $8M | 0.2% | 2026-Q1 |
| ALPHA CAPITAL ADVISORS INC /ADV added | 84,872 | $8M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 84,284 | $8M | 0.2% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC trimmed | 80,933 | $7M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 80,653 | $7M | 0.2% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. trimmed | 79,221 | $7M | 0.2% | 2026-Q1 |
| Well Done, LLC trimmed | 75,724 | $7M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 68,869 | $6M | 0.2% | 2026-Q1 |
| Estate Counselors, LLC trimmed | 68,581 | $6M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 68,262 | $6M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 66,432 | $6M | 0.2% | 2026-Q1 |
| Anchor Investment Management, LLC added | 67,369 | $6M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 62,567 | $6M | 0.2% | 2026-Q1 |
| CLEAR WAVE WEALTH MANAGEMENT LLC new | 62,622 | $6M | 0.2% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 65,514 | $6M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 58,935 | $5M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 58,288 | $5M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 55,707 | $5M | 0.1% | 2026-Q1 |
| TCV Trust & Wealth Management, Inc. trimmed | 56,727 | $5M | 0.1% | 2026-Q1 |
| ASPIRIANT, LLC trimmed | 55,857 | $5M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 55,572 | $5M | 0.1% | 2026-Q1 |
| Wealth Advisors of Iowa, LLC trimmed | 53,459 | $5M | 0.1% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 51,749 | $5M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 50,725 | $5M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 49,146 | $4M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 48,687 | $4M | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 43,569 | $4M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 42,975 | $4M | 0.1% | 2026-Q1 |
| Compass Financial Group, Inc. (Ohio) added | 42,851 | $4M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 42,289 | $4M | 0.1% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 42,122 | $4M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 281,552 | $24M | 0.7% | 2025-Q4 stale |
| Burt Wealth Advisors trimmed | 276,525 | $23M | 0.7% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 166,269 | $14M | 0.4% | 2025-Q4 stale |
| Purpose Unlimited Inc. new | 162,147 | $14M | 0.4% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC new | 133,840 | $10M | 0.3% | 2025-Q1 stale |
| GeoWealth Management, LLC new | 133,315 | $10M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 119,045 | $10M | 0.3% | 2025-Q2 stale |
| COMERICA BANK added | 108,923 | $9M | 0.3% | 2025-Q4 stale |
| Yeomans Consulting Group, Inc. added | 82,525 | $7M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 68,661 | $6M | 0.2% | 2025-Q4 stale |
| One Capital Management, LLC new | 68,988 | $6M | 0.2% | 2025-Q2 stale |
| Glenmede Investment Management, LP trimmed | 67,367 | $6M | 0.2% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC added | 65,198 | $6M | 0.2% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 53,582 | $5M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 53,167 | $4M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.