49 tracked 13F filers disclose a position in EFAA as of the latest SEC 13F filings, a combined $213.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $37.4M | 708K | ▲+32% Added · +172K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $25.9M | 492K | ▲+39% Added · +138K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $24.7M | 469K | ▲New +469K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | $19.0M | 361K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $13.2M | 257K | ▲+49% Added · +84K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $8.8M | 166K | ▲+25% Added · +34K sh | Q1 2026 | |
| 7 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.9M | 160K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $8.1M | 153K | ▲+58% Added · +56K sh | Q1 2026 | |
| 9 | UBS Group AG | $7.8M | 148K | ▲+29% Added · +33K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 102K | ▲+38% Added · +28K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $5.3M | 101K | ▲+42% Added · +30K sh | Q1 2026 | |
| 12 | Chicago Partners Investment Group LLC | $5.2M | 95K | ▲+281% Added · +70K sh | Q1 2026 | |
| 13 | Lifestyle Asset Management, Inc. | $5.1M | 91K | ▲+13% Added · +11K sh | Q2 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 75K | ▲+17% Added · +11K sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $3.6M | 68K | ▼−38% Reduced · −42K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $3.6M | 68K | ▲+60% Added · +25K sh | Q1 2026 | |
| 17 | Prospera Financial Services Inc | $3.0M | 54K | ▲+8.5% Added · +4K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 47K | ▲+83% Added · +21K sh | Q1 2026 | |
| 19 | Marshall & Sterling Wealth Advisors Inc. | $2.6M | 46K | ▲+19% Added · +7K sh | Q2 2026 | |
| 20 | Wealth Intelligence, LLC | $2.5M | 45K | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $2.3M | 44K | ▲+18% Added · +7K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $1.9M | 36K | ▲+211% Added · +25K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $1.3M | 23K | ▲+1.2% Added · +278 sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $1.2M | 22K | ▲+356% Added · +17K sh | Q1 2026 | |
| 25 | Wealthcare Advisory Partners LLC | $991K | 18K | ▲+4.4% Added · +752 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in EFAA and 7 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $7.3B |
| APPLE INCAAPL | 18 funds | $5.2B |
| NVIDIA CORPNVDA | 18 funds | $4.3B |
| MICROSOFT CORPMSFT | 18 funds | $3.9B |
| AMAZON.COM INCAMZN | 18 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 18 funds | $2.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 18 funds | $2.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 18 funds | $2.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 18 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.1B |
| VANGUARD GROWTH ETFVUG | 18 funds | $2.0B |
Ranked by how many of EFAA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EFAA/capital-change-brief"
Use Arkolith's capital_change_brief for EFAA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EFAA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.