Among active 13F managers last quarter, 6 opened and 26 added, while 13 reduced; the largest holder to move was Tompkins Financial Corp (+41%).
135 tracked 13F filers disclose a position in EFIV as of the latest SEC 13F filings, a combined $344.2M 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 | Tompkins Financial Corp | 426K | $31.0M | ▲+41% Added · +124K sh | Q2 2026 | |
| 2 | Koss-Olinger Consulting, LLC | 408K | $29.7M | ▼−1.2% Reduced · −5K sh | Q2 2026 | |
| 3 | Baltimore-Washington Financial Advisors, Inc. | 404K | $29.4M | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 322K | $20.3M | ▼−1.8% Reduced · −6K sh | Q1 2026 | |
| 5 | Systelligence, LLC | 285K | $20.8M | ▲New +285K sh | Q2 2026 | |
| 6 | Allworth Financial LP | 220K | $13.8M | ▲67× Added · +216K sh | Q1 2026 | |
| 7 | Principal Financial Group Inc | 186K | $11.7M | ▲+21% Added · +32K sh | Q1 2026 | |
| 8 | SOA Wealth Advisors, LLC. | 166K | $12.1M | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 9 | Retirement Capital Strategies | 157K | $11.4M | ▼−0.2% Reduced · −348 sh | Q2 2026 | |
| 10 | Laurel Wealth Planning LLC | 155K | $11.3M | ▼−1.7% Reduced · −3K sh | Q2 2026 | |
| 11 | Private Advisor Group, LLC | 99K | $7.2M | ▼−20% Reduced · −25K sh | Q2 2026 | |
| 12 | Blue Edge Capital, LLC | 96K | $7.0M | ▲+0.1% Added · +111 sh | Q2 2026 | |
| 13 | Financial Engines Advisors L.L.C. | 94K | $6.9M | ▼−4.1% Reduced · −4K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | 91K | $6.6M | ▲+0.6% Added · +515 sh | Q2 2026 | |
| 15 | GAM Holding AG | 76K | $5.5M | —Held | Q2 2026 | |
| 16 | Atomic Invest LLC | 70K | $4.7M | ▲New +70K sh | Q4 2025 | |
| 17 | Northwestern Mutual Wealth Management Co | 64K | $4.0M | ▲+11% Added · +6K sh | Q1 2026 | |
| 18 | Meitav Investment House Ltd | 59K | $4.3M | ▲+49% Added · +19K sh | Q2 2026 | |
| 19 | Gradient Investments LLC | 58K | $4.2M | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 20 | Bank Of America Corp | 58K | $3.6M | ▲+51% Added · +20K sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | 54K | $4.0M | ▼−1.0% Reduced · −572 sh | Q2 2026 | |
| 22 | Bank of New York Mellon Corp | 53K | $3.4M | ▲+8.1% Added · +4K sh | Q1 2026 | |
| 23 | Birchbrook, Inc. | 47K | $3.5M | ▼−1.2% Reduced · −575 sh | Q2 2026 | |
| 24 | Raymond James Financial Inc | 46K | $2.9M | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 25 | Affiance Financial, LLC | 45K | $3.3M | ▲+1.6% Added · +705 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, 6 funds opened a new position in EFIV and 26 added to an existing one, while 13 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 |
|---|---|---|
| Apple IncAAPL | 70 funds | $10.0B |
| Microsoft CorpMSFT | 70 funds | $9.1B |
| Alphabet Inc-CL AGOOGL | 69 funds | $6.8B |
| Vanguard S&P 500 ETFVOO | 69 funds | $4.8B |
| Johnson & JohnsonJNJ | 69 funds | $2.0B |
| Nvidia CorpNVDA | 68 funds | $11.2B |
| Amazon.com IncAMZN | 68 funds | $7.0B |
| Ishares Core S&P 500 ETFIVV | 68 funds | $5.1B |
| Alphabet Inc-CL CGOOG | 68 funds | $3.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 68 funds | $2.8B |
| Meta Platforms Inc-Class AMETA | 66 funds | $3.7B |
| JPMorgan Chase & CoJPM | 66 funds | $2.6B |
Ranked by how many of EFIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFIV.
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.