186 tracked 13F filers disclose a position in EFOR as of the latest SEC 13F filings, a combined $1.5B 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 | BlackRock, Inc. | $258.2M | 6.7M | ▲+19% Added · +1.0M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $127.1M | 3.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | AQR CAPITAL MANAGEMENT LLC | $98.0M | 2.5M | ▲+174% Added · +1.6M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $73.4M | 1.9M | ▲+6.8% Added · +121K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $68.0M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $67.5M | 1.7M | ▲+5.4% Added · +90K sh | Q1 2026 | |
| 7 | REINHART PARTNERS, LLC. | $63.9M | 1.7M | ▲+37% Added · +444K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $53.1M | 1.4M | ▲+3.7% Added · +49K sh | Q1 2026 | |
| 9 | Pathstone Holdings, LLC | $46.5M | 1.2M | ▲+29% Added · +272K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $34.5M | 892K | ▲+40% Added · +257K sh | Q1 2026 | |
| 11 | SCHRODER INVESTMENT MANAGEMENT GROUP | $33.9M | 888K | ▲+22% Added · +162K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $27.0M | 696K | ▲+35% Added · +182K sh | Q1 2026 | |
| 13 | FMR LLC | $26.8M | 692K | ▲+10% Added · +64K sh | Q1 2026 | |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $26.6M | 686K | ▼−3.5% Reduced · −25K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.4M | 580K | ▲+18% Added · +87K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $22.4M | 578K | ▼−37% Reduced · −339K sh | Q1 2026 | |
| 17 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $21.1M | 545K | ▲+12% Added · +60K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $21.1M | 545K | ▲+18% Added · +83K sh | Q1 2026 | |
| 19 | Allianz Asset Management GmbH | $19.9M | 514K | ▲+39% Added · +144K sh | Q1 2026 | |
| 20 | Point72 Asset Management, L.P. | $19.5M | 505K | ▲New +505K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $18.7M | 482K | ▼−11% Reduced · −61K sh | Q1 2026 | |
| 22 | FIL Ltd | $18.0M | 466K | ▲+86% Added · +216K sh | Q1 2026 | |
| 23 | Incline Global Management LLC | $17.0M | 440K | ▲+35% Added · +114K sh | Q1 2026 | |
| 24 | Boston Partners | $15.1M | 390K | ▲+580% Added · +333K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $14.1M | 364K | ▲+13% Added · +43K 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, 7 funds opened a new position in EFOR and 25 added to an existing one, while 15 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 91 funds | $40.3B |
| BANK OF AMERICA CORPBAC | 90 funds | $4.6B |
| APPLE INCAAPL | 89 funds | $48.3B |
| FEDEX CORPFDX | 89 funds | $2.4B |
| CUMMINS INCCMI | 89 funds | $2.0B |
| NVIDIA CORPNVDA | 88 funds | $55.5B |
| AMAZON.COM INCAMZN | 88 funds | $32.0B |
| ALPHABET INC-CL AGOOGL | 88 funds | $27.2B |
| BROADCOM INCAVGO | 88 funds | $20.2B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $16.9B |
| ELI LILLY & COLLY | 88 funds | $11.3B |
| VISA INC-CLASS A SHARESV | 88 funds | $8.5B |
Ranked by how many of EFOR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 29, 2026 | Dyer Joseph Wendell | Director | Buy (P) | 1K | $25K |
| Apr 28, 2026 | Cunningham Rose | Chief Accounting Officer | Buy (P) | 1K | $25K |
| Apr 28, 2026 | Iyer Sadasivam | President | Buy (P) | 1K | $25K |
| Apr 27, 2026 | Callaghan Brian J. | Director | Buy (P) | 5K | $104K |
| Apr 27, 2026 | Lindstrom Carol | Director | Buy (P) | 240 | $5K |
| Apr 27, 2026 | Lindstrom Carol | Director | Buy (P) | 7 | $141 |
| Apr 27, 2026 | Obermaier Patricia L | Director | Buy (P) | 3K | $52K |
| Apr 24, 2026 | Dyer Joseph Wendell | Director | Buy (P) | 3K | $50K |
| Apr 24, 2026 | HOLMAN JONATHAN S | Director | Buy (P) | 2K | $38K |
| Apr 24, 2026 | HAWTHORNE MARIA R | Director | Buy (P) | 5K | $100K |
| Apr 24, 2026 | MATIN ARSHAD | Director | Buy (P) | 10K | $193K |
| Apr 24, 2026 | Perry Marie | EVP, Chief Financial Officer | Buy (P) | 5K | $100K |
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/EFOR/capital-change-brief"
Use Arkolith's capital_change_brief for EFOR. 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 EFOR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.