191 tracked 13F filers disclose a position in EFC as of the latest SEC 13F filings, a combined $669.1M 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 | BlackRock, Inc. | $233.5M | 19.7M | ▲+18% Added · +3.1M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $59.8M | 5.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $55.2M | 4.6M | ▲+22% Added · +826K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $34.7M | 2.9M | ▲+21% Added · +513K sh | Q1 2026 | |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $25.8M | 2.2M | ▲+31% Added · +512K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $23.6M | 2.0M | →First observed position No prior filed position | Q1 2026 | |
| 7 | VAN ECK ASSOCIATES CORP | Withheld | 1.4M | ▲+22% Added · +243K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $16.1M | 1.4M | ▲+22% Added · +249K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.1M | 1.1M | ▲+13% Added · +124K sh | Q1 2026 | |
| 10 | EMG Holdings, L.P. | $11.4M | 961K | —Held | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $10.9M | 931K | ▲+42% Added · +274K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $10.9M | 920K | ▼−6.3% Reduced · −62K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | $10.4M | 881K | ▲+672% Added · +767K sh | Q1 2026 | |
| 14 | VICTORY CAPITAL MANAGEMENT INC | $9.9M | 838K | ▲+42% Added · +247K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $9.6M | 811K | ▲+14% Added · +97K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $9.4M | 797K | →First observed position No prior filed position | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $7.7M | 654K | ▲+296% Added · +489K sh | Q1 2026 | |
| 18 | UBS Group AG | $7.6M | 644K | ▲+43% Added · +195K sh | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $7.2M | 606K | ▲+19% Added · +95K sh | Q1 2026 | |
| 20 | FIRST TRUST ADVISORS LP | $7.0M | 594K | ▲+264% Added · +430K sh | Q1 2026 | |
| 21 | Dana Investment Advisors, Inc. | $6.4M | 543K | ▲+26% Added · +111K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | $6.4M | 538K | ▲+288% Added · +399K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $6.4M | 537K | ▲+234% Added · +377K sh | Q1 2026 | |
| 24 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $5.3M | 446K | ▲+20% Added · +75K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $4.8M | 402K | ▲+55% Added · +143K 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.
Last quarter, 4 funds opened a new position in EFC and 18 added to an existing one, while 17 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 72 funds | $29.8B |
| AMAZON.COM INCAMZN | 72 funds | $21.9B |
| ALPHABET INC-CL AGOOGL | 72 funds | $19.5B |
| BROADCOM INCAVGO | 72 funds | $15.1B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $14.3B |
| ELI LILLY & COLLY | 72 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 72 funds | $7.5B |
| JOHNSON & JOHNSONJNJ | 72 funds | $6.4B |
| COSTCO WHOLESALE CORPCOST | 72 funds | $5.3B |
| MASTERCARD INC - AMA | 72 funds | $5.1B |
| HOME DEPOT INCHD | 72 funds | $3.8B |
| CISCO SYSTEMS INCCSCO | 72 funds | $3.1B |
Ranked by how many of EFC's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.