EFAX

State Street SPDR Msci Eafe$52.16 2.43%
UnclassifiedUSCUSIP 78470E106· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
22
+1 QoQ
13F Value (tracked)
$47.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)9 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$52.16 2.43%5Y +23.4%
$26.90$34.39$41.88$49.37$56.86202120222023202420252026634648445357416310774958211466107126138134165124
Hover for who · click for detailEnd-of-day closing prices52w $45.51 – $54.82
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Use EFAX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns EFAX

This stock page is the Follow view. The Build view lets your agent query EFAX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EFAX"
Ask your agent
Use Arkolith to show who owns EFAX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

22 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1FLPUTNAM INVESTMENT MANAGEMENT CO
$17.4M
349K
+9.6%
Added · +31K sh
Q1 2026
2BAILARD, INC.
$11.7M
235K
+19%
Added · +37K sh
Q1 2026
3CITADEL ADVISORS LLC
$5.5M
110K
+52%
Added · +37K sh
Q1 2026
4Composition Wealth, LLC
$4.6M
93K
−9.3%
Reduced · −10K sh
Q1 2026
5XPONANCE LLC
$2.0M
41K
+2.5%
Added · +992 sh
Q1 2026
6Equitable Holdings, Inc.
$1.1M
22K
+0.1%
Added · +28 sh
Q1 2026
7OXFORD FINANCIAL GROUP, LTD. LLC
$973K
20K
Held
Q1 2026
8Beacon Pointe Advisors, LLC
$664K
13K
+99%
Added · +7K sh
Q1 2026
9NewEdge Advisors, LLC
$619K
12K
+3.2%
Added · +388 sh
Q1 2026
10MASECO LLP
$611K
12K
New
+12K sh
Q1 2026
11Bridgewater Advisors Inc.
$442K
8K
−12%
Reduced · −1K sh
Q1 2026
12Choate Investment Advisors
$367K
7K
+4.8%
Added · +335 sh
Q1 2026
13SCS Capital Management LLC
$338K
7K
Held
Q1 2026
14SteelPeak Wealth, LLC
$325K
7K
Held
Q1 2026
15Diversified Enterprises, LLC
$271K
5K
New
+5K sh
Q1 2026
16GenTrust, LLC
$241K
5K
Held
Q1 2026
17FMR LLC
$89K
2K
+41%
Added · +517 sh
Q1 2026
18AdvisorNet Financial, Inc
$41K
834
+4.6%
Added · +37 sh
Q1 2026
19TD Waterhouse Canada Inc.
$36K
718
Held
Q1 2026
20CWM, LLC
$5K
96
New
+96 sh
Q1 2026
21Geneos Wealth Management Inc.
$2K
34
Held
Q1 2026
22VANGUARD ADVISERS INC
$597
12
New
+12 sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
7
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

52 funds+16 since Q2 2022
02652Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $114.7M

Funds that own EFAX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA26 funds$12.1B
APPLE INCAAPL26 funds$11.0B
ISHARES CORE S&P 500 ETFIVV26 funds$9.7B
MICROSOFT CORPMSFT26 funds$8.4B
AMAZON.COM INCAMZN26 funds$6.8B
ALPHABET INC-CL AGOOGL26 funds$5.8B
BROADCOM INCAVGO26 funds$4.7B
META PLATFORMS INC-CLASS AMETA26 funds$4.1B
JPMORGAN CHASE & COJPM26 funds$3.9B
ALPHABET INC-CL CGOOG26 funds$3.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B26 funds$2.7B
TESLA INCTSLA26 funds$2.3B

Ranked by how many of EFAX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EFAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.