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-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
60 tracked funds added or opened EFXT while 30 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
EFXT’s largest tracked holder by dollar value, Connor, Clark & Lunn Investment Management Ltd., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 159 tracked filers holding EFXT, 82 increased or opened the position and 82 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 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 4
- HENNESSY ADVISORS INC$9M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$5M
- FIL Ltd$2M
- MONTRUSCO BOLTON INVESTMENTS INC.$654K
Full exits 9
- ACADIAN ASSET MANAGEMENT LLC$68M
- T. Rowe Price Investment Management, Inc.$15M
- Janney Montgomery Scott LLC$6M
- Ethic Inc.$2M
- CAUSEWAY CAPITAL MANAGEMENT LLC$1M
- Aquatic Capital Management LLC$731K
Largest adds
- Connor, Clark & Lunn Investment Management Ltd.$96M
- ROYAL BANK OF CANADA$44M
- INTACT INVESTMENT MANAGEMENT INC.$33M
- MACKENZIE FINANCIAL CORP$22M
- BANK OF MONTREAL /CAN/$22M
- Canoe Financial LP$19M
Largest trims
- Alberta Investment Management Corp$16M
- Man Group plc$14M
- D. E. Shaw & Co., Inc.$7M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7M
- LETKO, BROSSEAU & ASSOCIATES INC$5M
- LAZARD ASSET MANAGEMENT LLC$4M
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 |
|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. added | 13,471,786 | $331M | 16.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,531,161 | $209M | 10.6% | 2026-Q2 |
| Canoe Financial LP added | 4,701,871 | $115M | 5.8% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 3,817,389 | $133M | 6.7% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 3,615,379 | $89M | 4.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,561,621 | $87M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,517,814 | $86M | 4.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,879,791 | $71M | 3.6% | 2026-Q2 |
| TD Asset Management Inc trimmed | 2,761,267 | $68M | 3.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,264,560 | $56M | 2.8% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 1,997,788 | $49M | 2.5% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 1,546,490 | $38M | 1.9% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. added | 1,530,780 | $38M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,477,503 | $36M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,411,278 | $35M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,383,928 | $34M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,247,201 | $31M | 1.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,068,078 | $26M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 899,416 | $22M | 1.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 832,232 | $20M | 1.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 645,992 | $16M | 0.8% | 2026-Q2 |
| NewGen Asset Management Ltd trimmed | 636,744 | $16M | 0.8% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 615,177 | $15M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 608,844 | $15M | 0.8% | 2026-Q2 |
| PCJ Investment Counsel Ltd. trimmed | 604,197 | $15M | 0.7% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 583,981 | $14M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 559,974 | $14M | 0.7% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 558,010 | $13M | 0.7% | 2026-Q2 |
| AEGIS FINANCIAL CORP | 551,151 | $14M | 0.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 492,959 | $12M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 490,455 | $12M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 424,441 | $10M | 0.5% | 2026-Q2 |
| Caldwell Investment Management Ltd. | 411,000 | $10M | 0.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 408,421 | $13M | 0.7% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 405,714 | $10M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 396,595 | $10M | 0.5% | 2026-Q2 |
| HENNESSY ADVISORS INC new | 346,800 | $9M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 312,290 | $8M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 305,339 | $7M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 293,927 | $7M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 279,561 | $7M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 267,841 | $7M | 0.3% | 2026-Q2 |
| Triasima Portfolio Management inc. added | 260,824 | $6M | 0.3% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 251,210 | $6M | 0.3% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 247,516 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 245,700 | $6M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 245,615 | $6M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 232,699 | $6M | 0.3% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 220,963 | $5M | 0.3% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. trimmed | 220,000 | $5M | 0.3% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 201,734 | $5M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. new | 187,459 | $5M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 183,553 | $5M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 180,000 | $4M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 171,880 | $4M | 0.2% | 2026-Q2 |
| Global IMC LLC trimmed | 162,457 | $4M | 0.2% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 150,412 | $4M | 0.2% | 2026-Q2 |
| Northwest & Ethical Investments L.P. trimmed | 149,353 | $4M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 148,444 | $4M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 144,214 | $4M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 143,646 | $4M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 141,560 | $3M | 0.2% | 2026-Q2 |
| CIBC Asset Management Inc added | 134,607 | $3M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP added | 129,628 | $3M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 128,201 | $3M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 121,372 | $3M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 109,486 | $3M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 103,413 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 98,077 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 97,558 | $2M | 0.1% | 2026-Q2 |
| FIL Ltd new | 79,000 | $2M | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC added | 73,731 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 73,615 | $2M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 73,550 | $2M | 0.1% | 2026-Q2 |
| Spark Investment Management LLC trimmed | 70,000 | $2M | 0.1% | 2026-Q2 |
| Genus Capital Management Inc. added | 65,220 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 64,399 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 53,984 | $1M | 0.1% | 2026-Q2 |
| Timelo Investment Management Inc. trimmed | 53,200 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 51,115 | $1M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 50,700 | $1M | 0.1% | 2026-Q2 |
| Tacita Capital Inc trimmed | 49,104 | $1M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 49,068 | $1M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 48,035 | $1M | 0.1% | 2026-Q2 |
| K.J. Harrison & Partners Inc | 47,919 | $1M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 47,887 | $1M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 43,939 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 39,073 | $958K | 0.0% | 2026-Q2 |
| PDT Partners, LLC added | 36,452 | $893K | 0.0% | 2026-Q2 |
| Caprock Group, LLC trimmed | 36,119 | $885K | 0.0% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 35,430 | $870K | 0.0% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 34,198 | $838K | 0.0% | 2026-Q2 |
| Alberta Investment Management Corp trimmed | 32,666 | $801K | 0.0% | 2026-Q2 |
| LVW Advisors, LLC added | 32,569 | $798K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 32,508 | $798K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 32,296 | $792K | 0.0% | 2026-Q2 |
| Baron Wealth Management LLC added | 30,530 | $748K | 0.0% | 2026-Q2 |
| VIRTUS ADVISERS, LLC added | 28,293 | $693K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 27,349 | $670K | 0.0% | 2026-Q2 |
| MONTRUSCO BOLTON INVESTMENTS INC. new | 26,650 | $654K | 0.0% | 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.