11 tracked 13F filers disclose a position in EFO as of the latest SEC 13F filings, a combined $8.3M 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 | Discipline Wealth Solutions, LLC | $5.0M | 68K | ▲+20% Added · +11K sh | Q2 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 27K | ▲New +27K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $373K | 6K | ▲+504% Added · +5K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $294K | 5K | ▲New +5K sh | Q1 2026 | |
| 5 | Composition Wealth, LLC | $293K | 4K | ▲New +4K sh | Q2 2026 | |
| 6 | Elm3 Financial Group, LLC | $284K | 4K | ▼−1.2% Reduced · −49 sh | Q2 2026 | |
| 7 | JANE STREET GROUP, LLC | $241K | 4K | ▲New +4K sh | Q1 2026 | |
| 8 | Cassaday & Co Wealth Management LLC | $75K | 1K | ▲New +1K sh | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $11K | 168 | ▲New +168 sh | Q1 2026 | |
| 10 | SIMPLEX TRADING, LLC | $1K | 21 | ▲New +21 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $105 | 1 | —Held | 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, 2 funds opened a new position in EFO, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $2.7B |
| AMAZON.COM INCAMZN | 3 funds | $1.7B |
| APPLE INCAAPL | 3 funds | $1.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.1B |
| BROADCOM INCAVGO | 3 funds | $1.0B |
| MICROSOFT CORPMSFT | 3 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 3 funds | $839.4M |
| JPMORGAN CHASE & COJPM | 3 funds | $735.0M |
| ALPHABET INC-CL CGOOG | 3 funds | $708.1M |
| COSTCO WHOLESALE CORPCOST | 3 funds | $560.1M |
Ranked by how many of EFO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TQQQcs | 267 funds | $1.2B |
| UPROcs | 108 funds | $141.1M |
| UYGULTRA FNCLS NEW | 66 funds | $23.6M |
| UDOWULTRPRO DOW30 | 50 funds | $44.9M |
| TBFUIE | 32 funds | $15.4M |
| URTYULTR RUSSL2000 | 26 funds | $19.2M |
| UREULT R/EST NEW | 12 funds | $3.4M |
| EFOthis pageULTR MSCI ETF | 11 funds | $8.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EFO
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/EFO/capital-change-brief"
Use Arkolith's capital_change_brief for EFO. 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 EFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.