Who owns EFXT
Which tracked institutional funds hold EFXT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFXT 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
The tracked-fund tape on EFXT is one-sided between 2025-Q4 and 2026-Q1: 82 added or opened and 24 trimmed or exited — on balance accumulating.
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
EFXT’s largest tracked holder by dollar value, Connor, Clark & Lunn Investment Management Ltd., sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EFXT 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 161 tracked filers holding EFXT, 92 increased or opened the position and 72 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 EFXT 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 13
- VANGUARD CAPITAL MANAGEMENT LLC$73M
- VANGUARD FIDUCIARY TRUST CO$22M
- Alberta Investment Management Corp$17M
- Vanguard Global Advisers, LLC$8M
- Ethic Inc.$2M
- VANGUARD ASSET MANAGEMENT, Ltd$2M
Full exits 12
- Fiera Capital Corp$8M
- Purpose Unlimited Inc.$7M
- SUSQUEHANNA ADVISORS GROUP, INC.$7M
- TWO SIGMA ADVISERS, LP$5M
- Balyasny Asset Management L.P.$3M
- Potomac Capital Management, Inc.$2M
Largest adds
- Connor, Clark & Lunn Investment Management Ltd.$102M
- ROYAL BANK OF CANADA$47M
- BANK OF MONTREAL /CAN/$39M
- MACKENZIE FINANCIAL CORP$34M
- TD Asset Management Inc$25M
- MORGAN STANLEY$24M
Largest trims
- T. Rowe Price Investment Management, Inc.$33M
- MILLENNIUM MANAGEMENT LLC$12M
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9M
- GOLDMAN SACHS GROUP INC$7M
- Timelo Investment Management Inc.$4M
- Campbell & CO Investment Adviser 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 |
|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. added | 11,193,025 | $234M | 13.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,889,671 | $165M | 9.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 5,288,234 | $111M | 6.3% | 2026-Q1 |
| Canoe Financial LP trimmed | 4,629,559 | $97M | 5.5% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 3,831,659 | $80M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,485,206 | $73M | 4.2% | 2026-Q1 |
| MORGAN STANLEY added | 3,421,681 | $72M | 4.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 3,254,151 | $68M | 3.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 3,135,898 | $66M | 3.8% | 2026-Q1 |
| TD Asset Management Inc added | 2,799,508 | $58M | 3.3% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 2,580,213 | $54M | 3.1% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 2,018,290 | $42M | 2.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,774,428 | $37M | 2.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,347,650 | $28M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,293,472 | $27M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,208,011 | $25M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,170,818 | $24M | 1.4% | 2026-Q1 |
| UBS Group AG added | 1,099,709 | $23M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,064,147 | $22M | 1.3% | 2026-Q1 |
| Man Group plc trimmed | 841,690 | $18M | 1.0% | 2026-Q1 |
| Alberta Investment Management Corp added | 809,383 | $17M | 1.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 819,750 | $16M | 0.9% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 753,054 | $16M | 0.9% | 2026-Q1 |
| NewGen Asset Management Ltd trimmed | 736,744 | $15M | 0.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 695,718 | $15M | 0.8% | 2026-Q1 |
| PCJ Investment Counsel Ltd. trimmed | 661,252 | $14M | 0.8% | 2026-Q1 |
| TORONTO DOMINION BANK added | 635,711 | $13M | 0.8% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 627,976 | $13M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 596,392 | $12M | 0.7% | 2026-Q1 |
| AEGIS FINANCIAL CORP | 551,151 | $11M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 466,627 | $10M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 461,259 | $10M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 429,695 | $9M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 423,361 | $9M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 407,271 | $9M | 0.5% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 408,015 | $9M | 0.5% | 2026-Q1 |
| Caldwell Investment Management Ltd. | 411,000 | $8M | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 382,333 | $8M | 0.5% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 381,722 | $8M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 349,131 | $7M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 342,387 | $7M | 0.4% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 303,065 | $6M | 0.4% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 319,436 | $6M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 296,215 | $6M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 273,980 | $6M | 0.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 255,200 | $5M | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 253,012 | $5M | 0.3% | 2026-Q1 |
| Ewing Morris & Co. Investment Partners Ltd. trimmed | 250,000 | $5M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 247,225 | $5M | 0.3% | 2026-Q1 |
| Swiss National Bank | 242,200 | $5M | 0.3% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 238,800 | $5M | 0.3% | 2026-Q1 |
| Global IMC LLC trimmed | 238,208 | $5M | 0.3% | 2026-Q1 |
| Aventail Capital Group, LP added | 234,192 | $5M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 212,200 | $4M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 197,026 | $4M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 170,398 | $4M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 165,887 | $3M | 0.2% | 2026-Q1 |
| Triasima Portfolio Management inc. added | 163,406 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 156,416 | $3M | 0.2% | 2026-Q1 |
| Northwest & Ethical Investments L.P. trimmed | 153,528 | $3M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 140,711 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 140,036 | $3M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 130,586 | $3M | 0.2% | 2026-Q1 |
| Timelo Investment Management Inc. trimmed | 128,200 | $3M | 0.2% | 2026-Q1 |
| CIBC Asset Management Inc added | 119,737 | $2M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 117,363 | $2M | 0.1% | 2026-Q1 |
| Ethic Inc. new | 36,321 | $2M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 104,133 | $2M | 0.1% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 101,656 | $2M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 100,734 | $2M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A | 100,000 | $2M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP added | 91,197 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 91,167 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 89,986 | $2M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 87,248 | $2M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 88,254 | $2M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 78,783 | $2M | 0.1% | 2026-Q1 |
| Spark Investment Management LLC added | 78,000 | $2M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 76,560 | $2M | 0.1% | 2026-Q1 |
| RENAISSANCE GROUP LLC trimmed | 75,043 | $2M | 0.1% | 2026-Q1 |
| CoreCommodity Management, LLC trimmed | 73,638 | $2M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 67,574 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 55,455 | $1M | 0.1% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 52,946 | $1M | 0.1% | 2026-Q1 |
| Genus Capital Management Inc. trimmed | 52,220 | $1M | 0.1% | 2026-Q1 |
| Tacita Capital Inc trimmed | 50,840 | $1M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 50,611 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 48,966 | $1M | 0.1% | 2026-Q1 |
| K.J. Harrison & Partners Inc trimmed | 47,919 | $1M | 0.1% | 2026-Q1 |
| Fiera Capital Corp added | 536,529 | $8M | 0.5% | 2025-Q4 stale |
| Purpose Unlimited Inc. new | 457,349 | $7M | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 434,200 | $7M | 0.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 341,844 | $5M | 0.3% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 221,668 | $3M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 302,996 | $3M | 0.2% | 2025-Q3 stale |
| Potomac Capital Management, Inc. trimmed | 128,400 | $2M | 0.1% | 2025-Q4 stale |
| Taconic Capital Advisors LP new | 125,531 | $2M | 0.1% | 2025-Q4 stale |
| VANGUARD GROUP INC | 113,473 | $2M | 0.1% | 2025-Q4 stale |
| Bastion Asset Management Inc. new | 87,890 | $2M | 0.1% | 2025-Q4 stale |
| Oliver Luxxe Assets LLC new | 170,202 | $1M | 0.1% | 2025-Q1 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.