Among active 13F managers last quarter, 3 opened and 20 added, while 12 reduced; the largest holder to move was Van Eck Associates Corp (−8.2%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
214 tracked 13F filers disclose a position in EFC as of the latest SEC 13F filings, a combined $813.0M 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 | BlackRock, Inc. | 20.9M | $284.1M | ▲+6.0% Added · +1.2M sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 5.3M | $72.7M | ▲+5.8% Added · +292K sh | Q2 2026 | |
| 3 | State Street Corp | 5.0M | $68.0M | ▲+7.5% Added · +348K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 3.2M | $43.3M | ▲+8.7% Added · +256K sh | Q2 2026 | |
| 5 | Mirae Asset Global Etfs Holdings Ltd. | 2.2M | $25.8M | ▲+31% Added · +512K sh | Q1 2026 | |
| 6 | Vanguard Portfolio Management LLC | 2.2M | $29.4M | ▲+8.3% Added · +166K sh | Q2 2026 | |
| 7 | Delphi Financial Group, Inc. | 1.4M | $19.2M | —Held | Q2 2026 | |
| 8 | Northern Trust Corp | 1.4M | $16.1M | ▲+22% Added · +249K sh | Q1 2026 | |
| 9 | Van Eck Associates Corp | 1.3M | $17.1M | ▼−8.2% Reduced · −112K sh | Q2 2026 | |
| 10 | EMG Holdings, L.P. | 1.1M | $15.3M | ▲+17% Added · +162K sh | Q2 2026 | |
| 11 | Charles Schwab Investment Management Inc | 1.1M | $13.1M | ▲+13% Added · +124K sh | Q1 2026 | |
| 12 | JPMorgan Chase & Co | 931K | $10.9M | ▲+42% Added · +274K sh | Q1 2026 | |
| 13 | Morgan Stanley | 920K | $10.9M | ▼−6.3% Reduced · −62K sh | Q1 2026 | |
| 14 | Qube Research & Technologies Ltd | 881K | $10.4M | ▲+672% Added · +767K sh | Q1 2026 | |
| 15 | Victory Capital Management Inc | 838K | $9.9M | ▲+42% Added · +247K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 821K | $11.2M | ▲+3.0% Added · +24K sh | Q2 2026 | |
| 17 | Bank of New York Mellon Corp | 811K | $9.6M | ▲+14% Added · +97K sh | Q1 2026 | |
| 18 | Millennium Management LLC | 654K | $7.7M | ▲+296% Added · +489K sh | Q1 2026 | |
| 19 | UBS Group AG | 644K | $7.6M | ▲+43% Added · +195K sh | Q1 2026 | |
| 20 | Principal Financial Group Inc | 606K | $7.2M | ▲+19% Added · +95K sh | Q1 2026 | |
| 21 | First Trust Advisors LP | 594K | $7.0M | ▲+264% Added · +430K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | 538K | $6.4M | ▲+288% Added · +399K sh | Q1 2026 | |
| 23 | Bank Of America Corp | 537K | $6.4M | ▲+234% Added · +377K sh | Q1 2026 | |
| 24 | Dana Investment Advisors, Inc. | 535K | $7.3M | ▼−1.6% Reduced · −9K sh | Q2 2026 | |
| 25 | Public Sector Pension Investment Board | 431K | $5.9M | ▼−3.4% Reduced · −15K 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, 3 funds opened a new position in EFC and 20 added to an existing one, while 12 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 |
|---|---|---|
| Microsoft CorpMSFT | 107 funds | $165.0B |
| Alphabet Inc-CL AGOOGL | 106 funds | $111.1B |
| Amazon.com IncAMZN | 105 funds | $131.0B |
| Nvidia CorpNVDA | 104 funds | $289.5B |
| Apple IncAAPL | 104 funds | $196.6B |
| Walmart IncWMT | 104 funds | $22.6B |
| Broadcom IncAVGO | 103 funds | $118.8B |
| Meta Platforms Inc-Class AMETA | 102 funds | $75.6B |
| Home Depot IncHD | 102 funds | $20.3B |
| Tesla IncTSLA | 101 funds | $52.2B |
| Eli Lilly & CoLLY | 100 funds | $61.8B |
| Advanced Micro DevicesAMD | 100 funds | $47.3B |
Ranked by how many of EFC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 11, 2025 | Simon Ronald I | Director | Buy (P) | 6K | $75K |
| Oct 15, 2024 | Vranos Michael W | Co-Chief Investment Officer | Sell (S) | 14K | $181K |
| Oct 14, 2024 | Vranos Michael W | Co-Chief Investment Officer | Sell (S) | 14K | $175K |
| Jul 2, 2024 | Vranos Michael W | Co-Chief Investment Officer | Sell (S) | 6K | $72K |
| Jun 17, 2024 | Vranos Michael W | Co-Chief Investment Officer | Sell (S) | 8K | $101K |
| Jun 14, 2024 | Vranos Michael W | Co-Chief Investment Officer | Sell (S) | 8K | $101K |
| Dec 14, 2023 | Mumford Lisa | Director | Sell (S) | 21K | $277K |
| Nov 14, 2018 | Penn Laurence | CEO and President, Director | Buy (P) | 29K | $462K |
| Nov 12, 2018 | Penn Laurence | CEO and President, Director | Buy (P) | 30K | $486K |
| May 23, 2018 | Simon Ronald I | Director | Buy (P) | 2K | $30K |
| May 14, 2018 | Vranos Michael W | Co-Chief Investment Officer, Director, 10% Owner | Buy (P) | 16K | $253K |
| May 14, 2018 | Penn Laurence | CEO and President, Director | Buy (P) | 4K | $63K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 62 | 21 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EFC
This stock 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/EFC/capital-change-brief"
Use Arkolith's capital_change_brief for EFC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EFC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.