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-Q2 13F filings (latest filed 2026-09-02). 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
205 tracked funds added or opened EFV while 336 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.6% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 1218 tracked filers holding EFV, 474 increased or opened the position and 681 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 2026-Q1 and 2026-Q2 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 33
- NewEdge Advisors, LLC$95M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$19M
- Global Retirement Partners, LLC$13M
- Diversify Advisory Services, LLC$9M
- Ocean Park Asset Management, LLC$9M
- Cavalier Investments, LLC$8M
Full exits 73
- PARK AVENUE SECURITIES LLC$436M
- CWM, LLC$225M
- Janney Montgomery Scott LLC$201M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$115M
- NATIXIS ADVISORS, LLC$75M
- Caisse de depot et placement du Quebec$72M
Largest adds
- Dynasty Wealth Management, LLC$98M
- Hackensack Meridian Health, Inc.$97M
- Mariner, LLC$79M
- FMR LLC$76M
- OpenArc Corporate Advisory, LLC$57M
- US BANCORP \DE\$43M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$2.0B
- LPL Financial LLC$517M
- MORGAN STANLEY$183M
- Envestnet Portfolio Solutions, Inc.$179M
- AMERIPRISE FINANCIAL INC$165M
- JPMORGAN CHASE & CO$142M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 32,274,634 | $2.5B | 14.3% | 2026-Q2 |
| FMR LLC added | 17,424,650 | $1.3B | 7.7% | 2026-Q2 |
| US BANCORP \DE\ added | 14,137,778 | $1.1B | 6.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 13,493,721 | $1.0B | 6.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 10,814,234 | $828M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,571,701 | $733M | 4.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,234,472 | $707M | 4.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,542,634 | $574M | 3.3% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 4,699,261 | $360M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,537,921 | $347M | 2.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 4,200,484 | $312M | 1.8% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 3,963,000 | $303M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 3,062,333 | $234M | 1.4% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 2,969,235 | $227M | 1.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,891,846 | $221M | 1.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 2,670,449 | $204M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 2,615,105 | $200M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,419,152 | $185M | 1.1% | 2026-Q2 |
| Hamilton Capital, LLC trimmed | 2,371,555 | $182M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,194,843 | $168M | 1.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,182,943 | $167M | 1.0% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 2,176,670 | $167M | 1.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 2,172,399 | $166M | 1.0% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 2,134,694 | $163M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 2,126,809 | $163M | 0.9% | 2026-Q2 |
| Hackensack Meridian Health, Inc. added | 2,101,000 | $161M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,088,167 | $160M | 0.9% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 2,080,637 | $159M | 0.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,950,110 | $149M | 0.9% | 2026-Q2 |
| Mariner, LLC added | 1,892,172 | $145M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,829,754 | $140M | 0.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,783,999 | $137M | 0.8% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 1,718,610 | $132M | 0.8% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 1,524,184 | $117M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 1,522,673 | $118M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,353,068 | $104M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,330,566 | $102M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,312,054 | $100M | 0.6% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 1,284,516 | $98M | 0.6% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 1,283,914 | $98M | 0.6% | 2026-Q2 |
| M&T Bank Corp added | 1,236,800 | $95M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 1,235,409 | $95M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,157,058 | $89M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,086,906 | $83M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,070,367 | $82M | 0.5% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 1,061,079 | $81M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 1,040,740 | $80M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 1,016,945 | $78M | 0.5% | 2026-Q2 |
| SOFI WEALTH, LLC added | 1,010,564 | $77M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 925,724 | $71M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 906,149 | $69M | 0.4% | 2026-Q2 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 877,262 | $67M | 0.4% | 2026-Q2 |
| Pacific Life Fund Advisors LLC added | 852,714 | $65M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 832,940 | $64M | 0.4% | 2026-Q2 |
| BRAVE ASSET MANAGEMENT INC added | 820,429 | $63M | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 814,245 | $61M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 774,251 | $59M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 769,246 | $59M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 735,092 | $56M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 732,006 | $56M | 0.3% | 2026-Q2 |
| JB Capital LLC trimmed | 691,188 | $53M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 637,522 | $49M | 0.3% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 626,287 | $48M | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 615,971 | $47M | 0.3% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 593,884 | $45M | 0.3% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 576,447 | $44M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 566,476 | $43M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 543,300 | $42M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 530,307 | $41M | 0.2% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 530,172 | $41M | 0.2% | 2026-Q2 |
| WALLER FINANCIAL PLANNING GROUP, INC added | 519,921 | $40M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 512,138 | $39M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 505,703 | $39M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 500,177 | $38M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 491,391 | $38M | 0.2% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 481,123 | $37M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 479,937 | $37M | 0.2% | 2026-Q2 |
| Elgethun Capital Management added | 472,684 | $36M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 464,429 | $36M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 446,661 | $34M | 0.2% | 2026-Q2 |
| Affinity Capital Advisors, LLC added | 442,403 | $35M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 412,652 | $32M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 411,458 | $31M | 0.2% | 2026-Q2 |
| Townsend & Associates, Inc trimmed | 395,138 | $31M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 390,780 | $30M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 381,585 | $29M | 0.2% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 370,014 | $28M | 0.2% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 367,357 | $28M | 0.2% | 2026-Q2 |
| BOKF, NA added | 362,180 | $28M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 351,408 | $27M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 351,113 | $27M | 0.2% | 2026-Q2 |
| One Capital Management, LLC | 345,574 | $26M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 339,566 | $26M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 329,694 | $25M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 314,256 | $24M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 311,956 | $24M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 311,301 | $24M | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 305,937 | $23M | 0.1% | 2026-Q2 |
| Bruce G. Allen Investments, LLC trimmed | 303,162 | $23M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 302,405 | $23M | 0.1% | 2026-Q2 |
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.