Who owns EFAX?
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF · State Street
97 institutions reported holding EFAX, worth $301.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EFAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Betterment LLC | New York, NY | $79.8M | 1,474,589 | +42,910 shares |
| Gemmer Asset Management LLC | Walnut Creek, CA | $38.6M | 713,531 | +19,047 shares |
| Flputnam Investment Management Co | Portland, ME | $17.9M | 331,505 | −17,743 shares |
| Bank of America Corp. | Charlotte, NC | $13.8M | 254,535 | +19,907 shares |
| Bailard, Inc. | Foster City, CA | $13.6M | 251,570 | +16,546 shares |
| Windmill Hill Asset Management Ltd | Waddesdon, United Kingdom | $12.3M | 227,939 | No change |
| Leith Wheeler Investment Counsel Ltd. | Vancouver, British Columbia, Canada | $12.2M | 225,900 | New position |
| Rockefeller Capital Management L.P. | New York, NY | $9.0M | 166,460 | No change |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $8.9M | 164,976 | New position |
| SCS Capital Management LLC | Boston, MA | $7.5M | 138,932 | +132,147 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EFAX?
97 institutional managers reported holding EFAX in Form 13F filings for June 30, 2026, worth $301.4M in total. The largest reported position was held by Betterment LLC, at $79.8M.
Did institutions buy or sell EFAX last quarter?
Reported 13F value rose 21.9% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EFAX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.