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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $18.6M | 532K | ▲+17% Added · +78K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $9.8M | 281K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $8.5M | 244K | ▲New +244K sh | Q1 2026 | |
| 4 | MALTESE CAPITAL MANAGEMENT LLC | $3.7M | 107K | ▼−17% Reduced · −22K sh | Q1 2026 | |
| 5 | ALLIANCEBERNSTEIN L.P. | $4.1M | 104K | ▼−16% Reduced · −20K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $3.6M | 103K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $3.0M | 85K | ▼−0.5% Reduced · −400 sh | Q1 2026 | |
| 8 | CHOREO, LLC | $2.1M | 60K | —Held | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $1.2M | 34K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $1.1M | 30K | ▲New +30K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $982K | 28K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $929K | 27K | ▲New +27K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $843K | 24K | ▲+53% Added · +8K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $690K | 20K | ▲New +20K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $574K | 16K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $566K | 16K | —Held | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $519K | 15K | ▼−5.3% Reduced · −822 sh | Q1 2026 | |
| 18 | Wealthspire Advisors, LLC | $450K | 13K | ▲+32% Added · +3K sh | Q1 2026 | |
| 19 | BARCLAYS PLC | $442K | 13K | ▼−32% Reduced · −6K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $439K | 13K | ▼−9.9% Reduced · −1K sh | Q1 2026 | |
| 21 | Trexquant Investment LP | $393K | 11K | ▼−3.9% Reduced · −453 sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $389K | 11K | ▼−27% Reduced · −4K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $385K | 11K | —Held | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $363K | 10K | ▲+12% Added · +1K sh | Q1 2026 | |
| 25 | UBS Group AG | $329K | 9K | ▼−87% Reduced · −64K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | SMALLEY ROBERT W JR | Director | Disposed to issuer (D) | 761 | $0 |
| Apr 29, 2026 | SCHMIDT MARIANNE | EXECUTIVE OFFICER | Sell (S) | 388 | $15K |
| Mar 11, 2026 | HAMBERGER SCOTT M | Director | Gift (G) | 600 | $0 |
| Mar 11, 2026 | HAMBERGER SCOTT M | Director | Buy (P) | 909 | $30K |
| Mar 11, 2026 | HAMBERGER SCOTT M | Director | Gift (G) | 600 | $0 |
| 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 |
| Jan 5, 2026 | POFFINBERGER AARON M | EXECUTIVE OFFICER | Tax withholding (F) | 155 | $6K |
| Jan 5, 2026 | Lorey Brandon Craig | EXECUTIVE OFFICER, Director | Tax withholding (F) | 451 | $18K |
| Jan 5, 2026 | ZMITROVICH JOSEPH T | EXECUTIVE OFFICER | Tax withholding (F) | 343 | $13K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $7.5B |
| APPLE INCAAPL | 14 funds | $5.7B |
| MICROSOFT CORPMSFT | 14 funds | $4.0B |
| AMAZON.COM INCAMZN | 14 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.7B |
| BROADCOM INCAVGO | 14 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 14 funds | $2.0B |
| TESLA INCTSLA | 14 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.6B |
Ranked by how many of EFSI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.