Among active 13F managers last quarter, 5 added and 1 reduced; the largest holder to move was Key FInancial Inc (+18%).
25 tracked 13F filers disclose a position in EFAD as of the latest SEC 13F filings, a combined $35.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 286K | $11.7M | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 128K | $5.2M | ▼−19% Reduced · −30K sh | Q1 2026 | |
| 3 | Key FInancial Inc | 110K | $4.7M | ▲+18% Added · +17K sh | Q2 2026 | |
| 4 | Nations Financial Group Inc, /Ia | 85K | $3.6M | ▲+6.2% Added · +5K sh | Q2 2026 | |
| 5 | Anson Capital, Inc. | 45K | $1.9M | ▲+111% Added · +23K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 44K | $1.8M | ▼−29% Reduced · −18K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | 21K | $902K | ▲+4.5% Added · +918 sh | Q2 2026 | |
| 8 | LPL Financial LLC | 17K | $710K | ▼−5.6% Reduced · −1K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 15K | $632K | ▲+2.6% Added · +400 sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | 13K | $545K | ▼−0.8% Reduced · −106 sh | Q1 2026 | |
| 11 | Heritage Wealth Management, Inc. | 11K | $462K | ▼−1.4% Reduced · −150 sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 10K | $401K | ▼−76% Reduced · −31K sh | Q1 2026 | |
| 13 | Jane Street Group, LLC | 10K | $394K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 14 | UBS Group AG | 9K | $372K | ▲+1.4% Added · +125 sh | Q1 2026 | |
| 15 | SFI Advisors, LLC | 9K | $366K | —Held | Q2 2026 | |
| 16 | Capital Square, LLC | 8K | $336K | ▲+9.3% Added · +663 sh | Q2 2026 | |
| 17 | MWA Asset Management | 8K | $325K | ▼−2.7% Reduced · −213 sh | Q2 2026 | |
| 18 | Ameriprise Financial Inc | 7K | $287K | ▼−3.8% Reduced · −277 sh | Q1 2026 | |
| 19 | Smith, Moore & Co. | 7K | $300K | ▲+0.1% Added · +4 sh | Q2 2026 | |
| 20 | Jones Financial Companies LLLP | 6K | $228K | ▲+16% Added · +805 sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 4K | $147K | ▲+62% Added · +1K sh | Q1 2026 | |
| 22 | Fifth Third Bancorp | 1K | $54K | ▲New +1K sh | Q1 2026 | |
| 23 | Aptus Capital Advisors, LLC | 444 | $19K | —Held | Q2 2026 | |
| 24 | CWM, LLC | 183 | $7K | —Held | Q1 2026 | |
| 25 | AssetMark, Inc | 6 | $257 | —Held | 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, 5 funds added to an existing position in EFAD, while 1 reduced. 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 | Their position there |
|---|---|---|
| First Trust Nasdaq CybersecuCIBR | 8 funds | $14.6M |
| Apple IncAAPL | 7 funds | $475.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $155.2M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $107.3M |
| Walmart IncWMT | 7 funds | $88.9M |
| Ishares S&P 500 Value ETFIVE | 7 funds | $63.1M |
| Vanguard High DVD Yield ETFVYM | 7 funds | $40.4M |
| Merck & Co. Inc.MRK | 7 funds | $37.6M |
| Nvidia CorpNVDA | 6 funds | $422.4M |
| Microsoft CorpMSFT | 6 funds | $260.6M |
| Amazon.com IncAMZN | 6 funds | $222.1M |
| Alphabet Inc-CL CGOOG | 6 funds | $210.3M |
Ranked by how many of EFAD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFAD.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 224 funds | $1.1B |
| SMDVcommon | 130 funds | $318.4M |
| IGHGmc | 59 funds | $143.0M |
| TBTUIT EXCHANGE TRADED | 54 funds | $86.4M |
| TOLZETF | 53 funds | $124.9M |
| SPXESP500 EX ENRGY | 33 funds | $38.6M |
| ONLNONLINE RTL ETF | 29 funds | $17.3M |
| SPXTSP500 EX TECH | 26 funds | $22.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EFAD
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/EFAD/capital-change-brief"
Use Arkolith's capital_change_brief for EFAD. 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 EFAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.