112 tracked 13F filers disclose a position in EFIV as of the latest SEC 13F filings, a combined $282.1M 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 | TOMPKINS FINANCIAL CORP | $31.0M | 426K | ▲+41% Added · +124K sh | Q2 2026 | |
| 2 | Baltimore-Washington Financial Advisors, Inc. | $25.4M | 402K | ▲+2.1% Added · +8K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $20.3M | 322K | ▼−1.8% Reduced · −6K sh | Q1 2026 | |
| 4 | Systelligence, LLC | $20.8M | 285K | ▲New +285K sh | Q2 2026 | |
| 5 | Allworth Financial LP | $13.8M | 220K | ▲67× Added · +216K sh | Q1 2026 | |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $11.7M | 186K | ▲+21% Added · +32K sh | Q1 2026 | |
| 7 | SOA Wealth Advisors, LLC. | $12.1M | 166K | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 8 | RETIREMENT CAPITAL STRATEGIES | $9.9M | 157K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 9 | Laurel Wealth Planning LLC | $11.3M | 155K | ▼−1.7% Reduced · −3K sh | Q2 2026 | |
| 10 | Private Advisor Group, LLC | $7.2M | 99K | ▼−20% Reduced · −25K sh | Q2 2026 | |
| 11 | Financial Engines Advisors L.L.C. | $6.2M | 98K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 12 | Blue Edge Capital, LLC | $6.1M | 96K | ▼−4.8% Reduced · −5K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $5.7M | 90K | ▲+7.6% Added · +6K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 64K | ▲+11% Added · +6K sh | Q1 2026 | |
| 15 | MEITAV INVESTMENT HOUSE LTD | $4.3M | 59K | ▲+49% Added · +19K sh | Q2 2026 | |
| 16 | Gradient Investments LLC | $4.2M | 58K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $3.6M | 58K | ▲+51% Added · +20K sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $3.6M | 55K | ▼−0.1% Reduced · −65 sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $3.4M | 53K | ▲+8.1% Added · +4K sh | Q1 2026 | |
| 20 | BIRCHBROOK, INC. | $3.5M | 47K | ▼−1.2% Reduced · −575 sh | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.9M | 46K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 22 | Affiance Financial, LLC | $3.3M | 45K | ▲+1.6% Added · +705 sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $2.8M | 45K | ▲+33% Added · +11K sh | Q1 2026 | |
| 24 | MassMutual Private Wealth & Trust, FSB | $2.4M | 37K | ▲New +37K sh | Q1 2026 | |
| 25 | Armbruster Capital Management, Inc. | $2.6M | 35K | ▼−0.8% Reduced · −270 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, 8 funds opened a new position in EFIV and 22 added to an existing one, while 14 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 |
|---|---|---|
| APPLE INCAAPL | 54 funds | $9.2B |
| MICROSOFT CORPMSFT | 54 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 54 funds | $4.8B |
| NVIDIA CORPNVDA | 53 funds | $10.7B |
| AMAZON.COM INCAMZN | 53 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 53 funds | $4.5B |
| VANGUARD S&P 500 ETFVOO | 53 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 53 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 52 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 50 funds | $2.4B |
Ranked by how many of EFIV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for EFIV
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/EFIV/capital-change-brief"
Use Arkolith's capital_change_brief for EFIV. 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 EFIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.