Among active 13F managers last quarter, 5 opened and 1 added, while 5 reduced; the largest holder to move was Marotta Asset Management (−6.2%).
22 tracked 13F filers disclose a position in EFNL as of the latest SEC 13F filings, a combined $29.8M 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 | Marotta Asset Management | 214K | $11.2M | ▼−6.2% Reduced · −14K sh | Q2 2026 | |
| 2 | Moran Wealth Management, LLC | 160K | $8.6M | ▲New +160K sh | Q2 2026 | |
| 3 | Arlington Capital Management, Inc. | 68K | $3.7M | ▼−0.2% Reduced · −115 sh | Q2 2026 | |
| 4 | Zacks Investment Management | 44K | $2.4M | ▼−9.5% Reduced · −5K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 28K | $1.4M | ▼−44% Reduced · −22K sh | Q1 2026 | |
| 6 | Citadel Advisors LLC | 10K | $508K | ▲New +10K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 8K | $397K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 8 | Idaho Trust Co | 7K | $362K | ▼−0.3% Reduced · −21 sh | Q2 2026 | |
| 9 | LPL Financial LLC | 5K | $247K | ▲New +5K sh | Q1 2026 | |
| 10 | Lunt Capital Management, Inc. | 5K | $261K | ▼−14% Reduced · −810 sh | Q2 2026 | |
| 11 | IFP Advisors, Inc | 4K | $231K | ▲+263% Added · +3K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 4K | $201K | ▲+345% Added · +3K sh | Q1 2026 | |
| 13 | Morgan Stanley | 4K | $199K | ▼−4.5% Reduced · −192 sh | Q1 2026 | |
| 14 | Advisory Services Network, LLC | 1K | $70K | ▲New +1K sh | Q1 2026 | |
| 15 | UBS Group AG | 1K | $49K | ▲New +1K sh | Q1 2026 | |
| 16 | Private Trust Co Na | 619 | $33K | ▲New +619 sh | Q2 2026 | |
| 17 | Harbour Investments, Inc. | 412 | $20K | ▲New +412 sh | Q1 2026 | |
| 18 | NBT Bank, N.A. | 276 | $15K | —Held | Q2 2026 | |
| 19 | Parallel Advisors, LLC | 145 | $7K | ▲New +145 sh | Q1 2026 | |
| 20 | Aptus Capital Advisors, LLC | 100 | $5K | ▼−17% Reduced · −20 sh | Q2 2026 | |
| 21 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 15 | $735 | ▲New +15 sh | Q1 2026 | |
| 22 | Atlas Capital Advisors Inc. | 11 | $588 | —Held | 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, 5 funds opened a new position in EFNL and 1 added to an existing one, while 5 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 | 11 funds | $28.5B |
| Meta Platforms Inc-Class AMETA | 11 funds | $7.7B |
| Microsoft CorpMSFT | 10 funds | $24.6B |
| Amazon.com IncAMZN | 10 funds | $16.2B |
| Broadcom IncAVGO | 10 funds | $12.7B |
| Alphabet Inc-CL CGOOG | 10 funds | $9.2B |
| Abbvie IncABBV | 10 funds | $3.4B |
| Ge Vernova IncGEV | 10 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 10 funds | $494.7M |
| Royal Caribbean Cruises LtdRCL | 10 funds | $387.6M |
| Vanguard Ftse Developed ETFVEA | 10 funds | $348.2M |
| Vanguard Total Stock MKT ETFVTI | 10 funds | $329.3M |
Ranked by how many of EFNL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFNL.
No filings captured for this ticker in the live stream yet.
Connected entities for EFNL
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/EFNL/capital-change-brief"
Use Arkolith's capital_change_brief for EFNL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for EFNL. Filings are public domain, sourced to SEC EDGAR.