Among active 13F managers last quarter, 2 opened and 2 reduced; the largest holder to move was Heck Capital Advisors, LLC (new position). No open-market insider trades in the last 180 days.
No leg leans either way.
18 tracked 13F filers disclose a position in EFOI as of the latest SEC 13F filings, a combined $546K 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 | Vanguard Capital Management LLC | 43K | $143K | —Held | Q2 2026 | |
| 2 | Heck Capital Advisors, LLC | 35K | $116K | ▲New +35K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 29K | $97K | ▼−17% Reduced · −6K sh | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 20K | $65K | —Held | Q2 2026 | |
| 5 | State Street Corp | 14K | $46K | ▲New +14K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 13K | $42K | ▲New +13K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 10K | $20K | ▼−10% Reduced · −1K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | 3K | $11K | —Held | Q2 2026 | |
| 9 | Tower Research Capital LLC (TRC) | 2K | $4K | ▼−33% Reduced · −984 sh | Q1 2026 | |
| 10 | Morgan Stanley | 463 | $889 | —Held | Q1 2026 | |
| 11 | FMR LLC | 287 | $946 | ▲New +287 sh | Q2 2026 | |
| 12 | BankPlus Trust Department | 45 | $149 | —Held | Q2 2026 | |
| 13 | UBS Group AG | 41 | $79 | ▲New +41 sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 13 | $0 | ▲13× Added · +12 sh | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 11 | $21 | —Held | Q1 2026 | |
| 16 | Federation des caisses Desjardins du Quebec | 8 | $26 | —Held | Q2 2026 | |
| 17 | Country Trust Bank | 4 | $13 | —Held | Q2 2026 | |
| 18 | Wells Fargo & Company | 1 | $2 | ▼−91% Reduced · −10 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, 2 funds opened a new position in EFOI, while 2 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 | 5 funds | $3.0B |
| Nvidia CorpNVDA | 5 funds | $2.9B |
| Micron Technology IncMU | 5 funds | $1.5B |
| Microsoft CorpMSFT | 5 funds | $1.5B |
| Broadcom IncAVGO | 5 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 5 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 5 funds | $996.5M |
| Advanced Micro DevicesAMD | 5 funds | $990.4M |
| JPMorgan Chase & CoJPM | 5 funds | $964.8M |
| Abbott LaboratoriesABT | 5 funds | $913.9M |
| Mastercard Inc - AMA | 5 funds | $868.0M |
| Meta Platforms Inc-Class AMETA | 5 funds | $805.5M |
Ranked by how many of EFOI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFOI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 26, 2025 | Huang Chiao Chieh | Chief Executive Officer, Director, 10% Owner | Buy (P) | 262K | $600K |
| Aug 15, 2025 | Huang Chiao Chieh | Chief Executive Officer, Director, 10% Owner | Buy (P) | 265K | $500K |
| Jun 23, 2025 | Huang Chiao Chieh | Chief Executive Officer, Director, 10% Owner | Buy (P) | 110K | $200K |
| Mar 27, 2025 | Huang Chiao Chieh | Chief Executive Officer, Director, 10% Owner | Buy (P) | 104K | $200K |
| Aug 25, 2021 | Politziner Philip | Director | Buy (P) | 3K | $10K |
| Aug 18, 2021 | Socolof Stephen | Director | Buy (P) | 4K | $10K |
| Aug 16, 2021 | Tu James | Chairman and CEO, Director, 10% Owner | Buy (P) | 5K | $14K |
| Apr 15, 2020 | Nestor Tod A | President, CFO | Buy (P) | 42K | $16K |
| Apr 14, 2020 | Nestor Tod A | President, CFO | Buy (P) | 56K | $21K |
| Apr 13, 2020 | Politziner Philip | Director | Buy (P) | 32K | $10K |
| Apr 13, 2020 | Nestor Tod A | President, CFO | Buy (P) | 52K | $17K |
| May 19, 2017 | Tewksbury Ted L III | Chairman, CEO & President, Director | Buy (P) | 3K | $10K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EFOI
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/EFOI/capital-change-brief"
Use Arkolith's capital_change_brief for EFOI. 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 EFOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.