Among active 13F managers last quarter, 7 opened and 10 added, while 8 reduced; the largest holder to move was Fourthstone LLC (−46%). Over the last 180 days, 1 insider sold and none bought, a net -$15K in open-market trades.
The legs disagree, or only one of them leans.
72 tracked 13F filers disclose a position in EFSI as of the latest SEC 13F filings, a combined $76.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 345K | $14.3M | ▲+23% Added · +65K sh | Q2 2026 | |
| 2 | Fourthstone LLC | 288K | $11.9M | ▼−46% Reduced · −245K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 213K | $8.8M | ▼−13% Reduced · −31K sh | Q2 2026 | |
| 4 | Graham Capital Wealth Management, LLC | 136K | $5.6M | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 118K | $4.9M | ▲+15% Added · +15K sh | Q2 2026 | |
| 6 | AllianceBernstein L.P. | 104K | $4.1M | ▼−16% Reduced · −20K sh | Q1 2026 | |
| 7 | State Street Corp | 90K | $3.7M | ▲+6.7% Added · +6K sh | Q2 2026 | |
| 8 | Maltese Capital Management LLC | 66K | $2.7M | ▼−39% Reduced · −41K sh | Q2 2026 | |
| 9 | Choreo, LLC | 60K | $2.5M | —Held | Q2 2026 | |
| 10 | Northern Trust Corp | 34K | $1.2M | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 34K | $1.4M | ▲+353% Added · +26K sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 32K | $1.3M | ▲+20% Added · +5K sh | Q2 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 30K | $1.3M | ▲+0.8% Added · +253 sh | Q2 2026 | |
| 14 | Morgan Stanley | 28K | $982K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 15 | Dimensional Fund Advisors LP | 24K | $843K | ▲+53% Added · +8K sh | Q1 2026 | |
| 16 | Trexquant Investment LP | 24K | $980K | ▲+110% Added · +12K sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 20K | $690K | ▲New +20K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 16K | $574K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 19 | EJF Capital LP | 16K | $680K | ▼−31% Reduced · −8K sh | Q2 2026 | |
| 20 | United Capital Financial Advisors, LLC | 16K | $671K | —Held | Q2 2026 | |
| 21 | Bank of New York Mellon Corp | 15K | $519K | ▼−5.3% Reduced · −822 sh | Q1 2026 | |
| 22 | Wealthspire Advisors, LLC | 13K | $450K | ▲+32% Added · +3K sh | Q1 2026 | |
| 23 | Barclays PLC | 13K | $442K | ▼−32% Reduced · −6K sh | Q1 2026 | |
| 24 | Charles Schwab Investment Management Inc | 13K | $439K | ▼−9.9% Reduced · −1K sh | Q1 2026 | |
| 25 | AQR Capital Management LLC | 11K | $389K | ▼−27% Reduced · −4K 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 EFSI and 10 added to an existing one, while 8 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 |
|---|---|---|
| Bank Of America CorpBAC | 29 funds | $6.2B |
| Eli Lilly & CoLLY | 28 funds | $15.3B |
| JPMorgan Chase & CoJPM | 28 funds | $11.2B |
| Advanced Micro DevicesAMD | 28 funds | $8.1B |
| Nvidia CorpNVDA | 27 funds | $74.5B |
| Microsoft CorpMSFT | 27 funds | $51.6B |
| Amazon.com IncAMZN | 27 funds | $39.5B |
| Alphabet Inc-CL CGOOG | 27 funds | $27.1B |
| Alphabet Inc-CL AGOOGL | 27 funds | $24.6B |
| Tesla IncTSLA | 27 funds | $14.0B |
| Visa Inc-Class A SharesV | 27 funds | $12.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $10.1B |
Ranked by how many of EFSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EFSI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 29, 2026 | Schmidt Marianne | EXECUTIVE OFFICER | Sell (S) | 388 | $15K |
| Mar 11, 2026 | Hamberger Scott M | Director | Buy (P) | 909 | $30K |
| Mar 5, 2026 | Hill Edward III | Director | Buy (P) | 939 | $33K |
| Mar 2, 2026 | Lorey Brandon Craig | EXECUTIVE OFFICER, Director | Buy (P) | 350 | $12K |
| Feb 27, 2026 | Hamberger Scott M | Director | Buy (P) | 945 | $34K |
| Jan 30, 2026 | Hamberger Scott M | Director | Buy (P) | 597 | $23K |
| Dec 3, 2025 | Braithwaite Todd A | EXECUTIVE OFFICER | Sell (S) | 56 | $2K |
| Oct 29, 2025 | Stokely John D Jr | Director | Sell (S) 2 lots, same day | 6K | $216K |
| Jul 31, 2025 | Smith Nicholas Peter | EXECUTIVE OFFICER | Buy (P) | 303 | $10K |
| Jun 12, 2025 | Hill Edward III | Director | Buy (P) | 1K | $30K |
| Jun 2, 2025 | Hamberger Scott M | Director | Buy (P) | 771 | $24K |
| May 23, 2025 | Hamberger Scott M | Director | Buy (P) | 849 | $26K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 24 | 24 | – |
Insiders Form 4 open-market | 0 | 1 | -$15K |
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 EFSI
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/EFSI/capital-change-brief"
Use Arkolith's capital_change_brief for EFSI. 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 EFSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.