214 tracked 13F filers disclose a position in EFSC as of the latest SEC 13F filings, a combined $1.3B 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. | $183.7M | 3.4M | ▼−0.8% Reduced · −29K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $118.4M | 2.2M | ▲+3.1% Added · +66K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $85.5M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 4 | EARNEST PARTNERS LLC | $78.2M | 1.4M | ▼−2.9% Reduced · −43K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $73.3M | 1.4M | ▲+6.5% Added · +82K sh | Q1 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $66.4M | 1.2M | ▼−17% Reduced · −244K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $56.9M | 1.1M | ▲+12% Added · +115K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $50.5M | 934K | ▼−1.4% Reduced · −13K sh | Q1 2026 | |
| 9 | JENNISON ASSOCIATES LLC | $32.9M | 608K | ▼−2.2% Reduced · −14K sh | Q1 2026 | |
| 10 | Western Financial Corp/CA | $37.9M | 575K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $29.1M | 537K | →First observed position No prior filed position | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $25.8M | 476K | ▲+48% Added · +154K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.6M | 437K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $21.5M | 397K | ▲+5.7% Added · +21K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $19.9M | 368K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $16.0M | 296K | ▼−6.7% Reduced · −21K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $14.6M | 270K | ▲+44% Added · +82K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $14.5M | 269K | ▼−26% Reduced · −94K sh | Q1 2026 | |
| 19 | Nuveen, LLC | $14.0M | 259K | ▲+3.4% Added · +9K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $12.8M | 237K | →First observed position No prior filed position | Q1 2026 | |
| 21 | Aptus Capital Advisors, LLC | $12.8M | 237K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.8M | 218K | ▲+32% Added · +52K sh | Q1 2026 | |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | $11.6M | 215K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 24 | GLENMEDE TRUST CO NA | $10.1M | 187K | ▲New +187K sh | Q1 2026 | |
| 25 | NFJ INVESTMENT GROUP, LLC | $9.5M | 176K | ▼−1.4% Reduced · −2K 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, 6 funds opened a new position in EFSC and 20 added to an existing one, while 21 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 | 87 funds | $36.2B |
| ELI LILLY & COLLY | 87 funds | $9.2B |
| AMAZON.COM INCAMZN | 86 funds | $26.1B |
| ALPHABET INC-CL AGOOGL | 86 funds | $22.5B |
| META PLATFORMS INC-CLASS AMETA | 86 funds | $14.7B |
| COSTCO WHOLESALE CORPCOST | 86 funds | $6.5B |
| NVIDIA CORPNVDA | 85 funds | $49.9B |
| BROADCOM INCAVGO | 85 funds | $19.3B |
| VISA INC-CLASS A SHARESV | 84 funds | $7.8B |
| MASTERCARD INC - AMA | 84 funds | $6.4B |
| TJX COMPANIES INCTJX | 84 funds | $2.8B |
| APPLE INCAAPL | 83 funds | $43.6B |
Ranked by how many of EFSC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 28, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | Sell (S) | 625 | $38K |
| Apr 28, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | Sell (S) | 625 | $38K |
| Aug 4, 2025 | Finn Michael E | Director | Buy (P) | 2K | $81K |
| Jun 26, 2025 | LALLY JAMES BRIAN | CEO, Director | Sell (S) | 2K | $101K |
| Jun 24, 2025 | LALLY JAMES BRIAN | CEO, Director | Sell (S) | 2K | $91K |
| Jun 6, 2025 | Finn Michael E | Director | Buy (P) | 8 | $418 |
| Jun 6, 2025 | Finn Michael E | Director | Buy (P) | 1K | $78K |
| May 15, 2025 | LALLY JAMES BRIAN | CEO, Director | Sell (S) | 400 | $22K |
| May 13, 2025 | LALLY JAMES BRIAN | CEO, Director | Sell (S) | 2K | $121K |
| May 12, 2025 | LALLY JAMES BRIAN | CEO, Director | Sell (S) | 5K | $259K |
| Feb 28, 2025 | HAVEL JAMES M | Director | Sell (S) | 6K | $323K |
| Nov 6, 2024 | SANBORN RICHARD | Director | Sell (S) | 4K | $225K |
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/EFSC/capital-change-brief"
Use Arkolith's capital_change_brief for EFSC. 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 EFSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.