Security record · archived quarter
EFSI
name pending profile ingest
36Tracked holders
0Δ holders
1.52MShares held
$60.43MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 1.63M | $66.97M | +5 | −2 |
| Q1 2026 | 38 | +2 | 1.36M | $47.93M | +3 | −1 |
| Q4 2025 | 36 | 0 | 1.52M | $60.43M | — | — |
| Q3 2025 | 12 | +1 | 1.20M | $45.57M | +1 | — |
| Q2 2025 | 9 | +1 | 967.04K | $29.61M | +3 | −2 |
| Q1 2025 | 5 | +5 | 474.96K | $15.57M | +5 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 319.27K | -3.1% | $12.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 302.05K | -1.6% | $12.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 302.05K | -1.6% | $12.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 302.05K | -1.6% | $12.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Alliancebernstein L.P. | 123.30K | — | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 105.88K | -1.8% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 105.88K | -1.8% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passive) | 85.01K | -1.2% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 73.09K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 73.09K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 73.09K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 32.12K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northern Trust Corp | 32.12K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northern Trust Corp | 32.12K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Barclays Plc | 18.70K | — | $744,047 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 18.49K | -27.4% | $735,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 15.64K | — | $622,590 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 15.64K | — | $622,590 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 15.64K | — | $622,590 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Charles Schwab Investment… | 13.93K | — | $554,265 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 11.02K | — | $438,380 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 10.77K | — | $428,633 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 10.77K | — | $428,633 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 10.77K | — | $428,633 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 9.29K | — | $369,616 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of America Corp /De/ | 9.29K | — | $369,616 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of America Corp /De/ | 9.29K | — | $369,616 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Millennium Management ✦ | 6.25K | -54.0% | $248,719 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Nuveen, LLC | 6.00K | — | $238,730 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 5.06K | -70.0% | $201,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 5.06K | -70.0% | $201,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Rhumbline Advisers | 3.36K | — | $133,784 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | New York State Common Retirement… | 2.40K | — | $95,508 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 2.35K | — | $93,729 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.10K | — | $83,649 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 1.12K | — | $44,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 861 | — | $34,263 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 738 | — | $29,368 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 738 | — | $29,368 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Royal Bank Of Canada | 438 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 438 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Legal & General Group Plc | 415 | — | $16,515 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | California State Teachers… | 281 | — | $11,182 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 271 | +464.6% | $10,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 109 | — | $4,338 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 104 | — | $4,139 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 5 | — | $199 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 2.43M shares, $85.21M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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