Who owns EFV
Which tracked institutional funds hold EFV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
308 tracked funds added or opened EFV while 202 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
EFV’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EFV 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 1246 tracked filers holding EFV, 516 increased or opened the position and 583 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 EFV 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 36
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$168M
- 1607 Capital Partners, LLC$21M
- POTOMAC FUND MANAGEMENT INC /ADV$15M
- Select Asset Management & Trust$10M
- JANE STREET GROUP, LLC$10M
- RESOLUTE WEALTH ADVISOR, INC.$8M
Full exits 38
- NewEdge Advisors, LLC$145M
- SCHRODER INVESTMENT MANAGEMENT GROUP$101M
- Austin Private Wealth, LLC$47M
- Covenant Partners, LLC$27M
- High Falls Advisors, Inc$23M
- FAS Wealth Partners, Inc.$19M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$660M
- Dynasty Wealth Management, LLC$199M
- LPL Financial LLC$155M
- AMERIPRISE FINANCIAL INC$149M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$122M
- OpenArc Corporate Advisory, LLC$107M
Largest trims
- Envestnet Portfolio Solutions, Inc.$213M
- CWM, LLC$168M
- TIAA TRUST, NATIONAL ASSOCIATION$166M
- BlackRock, Inc.$138M
- Advocacy Wealth Management, LLC$72M
- Hamilton Capital, LLC$60M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 59,658,594 | $4.4B | 20.1% | 2026-Q1 |
| LPL Financial LLC added | 20,848,511 | $1.6B | 7.0% | 2026-Q1 |
| FMR LLC trimmed | 16,919,218 | $1.3B | 5.7% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 13,973,824 | $1.0B | 4.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,400,498 | $970M | 4.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 11,968,016 | $890M | 4.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,342,735 | $769M | 3.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 7,441,607 | $536M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,885,302 | $512M | 2.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 5,862,784 | $436M | 2.0% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 4,588,000 | $341M | 1.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 4,243,307 | $315M | 1.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,937,150 | $293M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 3,915,091 | $291M | 1.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,823,550 | $273M | 1.2% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 3,522,247 | $262M | 1.2% | 2026-Q1 |
| UBS Group AG added | 3,235,923 | $241M | 1.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,044,443 | $226M | 1.0% | 2026-Q1 |
| CWM, LLC trimmed | 3,030,442 | $225M | 1.0% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 2,802,917 | $208M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 2,716,112 | $202M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,699,497 | $201M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 2,699,024 | $201M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,525,627 | $188M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,481,489 | $184M | 0.8% | 2026-Q1 |
| Hamilton Capital, LLC trimmed | 2,396,415 | $178M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,392,672 | $178M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,370,127 | $176M | 0.8% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 2,259,093 | $168M | 0.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,246,847 | $167M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,203,124 | $164M | 0.7% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,175,844 | $162M | 0.7% | 2026-Q1 |
| Composition Wealth, LLC added | 2,067,115 | $154M | 0.7% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 2,009,214 | $149M | 0.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 1,959,652 | $146M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 1,921,972 | $143M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,779,015 | $132M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,760,693 | $131M | 0.6% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 1,646,319 | $122M | 0.6% | 2026-Q1 |
| JB Capital LLC trimmed | 1,609,766 | $120M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,548,880 | $115M | 0.5% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 1,479,002 | $110M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,477,400 | $110M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,458,273 | $109M | 0.5% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 1,335,086 | $99M | 0.5% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 1,297,475 | $96M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,277,140 | $95M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,237,051 | $92M | 0.4% | 2026-Q1 |
| Savant Capital, LLC trimmed | 1,203,411 | $89M | 0.4% | 2026-Q1 |
| M&T Bank Corp added | 1,193,965 | $89M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,137,189 | $84M | 0.4% | 2026-Q1 |
| ASPIRIANT, LLC trimmed | 1,069,553 | $80M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 1,042,366 | $77M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,013,917 | $75M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 965,769 | $72M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 965,472 | $72M | 0.3% | 2026-Q1 |
| SOFI WEALTH, LLC trimmed | 956,754 | $71M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 929,760 | $69M | 0.3% | 2026-Q1 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 899,157 | $67M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 897,493 | $66M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 888,630 | $66M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 869,450 | $65M | 0.3% | 2026-Q1 |
| Hackensack Meridian Health, Inc. trimmed | 853,000 | $63M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 817,002 | $61M | 0.3% | 2026-Q1 |
| Angeles Investment Advisors, LLC trimmed | 756,850 | $56M | 0.3% | 2026-Q1 |
| BRAVE ASSET MANAGEMENT INC added | 737,659 | $55M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 731,227 | $53M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 695,201 | $52M | 0.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 636,575 | $48M | 0.2% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB trimmed | 587,855 | $44M | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 579,503 | $43M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 564,162 | $42M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 552,353 | $41M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 530,638 | $39M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 529,666 | $39M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 529,018 | $39M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 524,454 | $39M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 517,474 | $39M | 0.2% | 2026-Q1 |
| WALLER FINANCIAL PLANNING GROUP, INC added | 511,303 | $38M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 505,687 | $38M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 505,340 | $38M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 504,891 | $38M | 0.2% | 2026-Q1 |
| Octavia Wealth Advisors, LLC trimmed | 504,780 | $38M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 492,654 | $37M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 490,491 | $36M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 480,438 | $36M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 474,030 | $35M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 473,879 | $35M | 0.2% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 460,558 | $34M | 0.2% | 2026-Q1 |
| Elgethun Capital Management added | 457,396 | $34M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 449,782 | $33M | 0.2% | 2026-Q1 |
| Marks Group Wealth Management, Inc added | 446,464 | $33M | 0.2% | 2026-Q1 |
| Ascent Group, LLC added | 446,290 | $33M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 445,408 | $33M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 2,035,939 | $145M | 0.7% | 2025-Q4 stale |
| Johns Hopkins University added | 1,822,252 | $107M | 0.5% | 2025-Q1 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,412,071 | $101M | 0.5% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA new | 745,605 | $51M | 0.2% | 2025-Q3 stale |
| Austin Private Wealth, LLC trimmed | 660,825 | $47M | 0.2% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC | 622,179 | $37M | 0.2% | 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.