EFAX Institutional Ownership
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
1W: -1.4%
1M: -2.9%
3M: -2.4%
YTD: +5.4%
1Y: +10.0%
3Y: +63.3%
5Y: +43.0%
$53.65
+0.56 (+1.06%)
Weekly Expected Move ±1.9%
$52
$53
$54
$55
$56
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EFAX
102
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
222M
Total Invested
13
New Positions
37
Increased
30
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (108 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1,474,589 | $79M | +42,910 | +3.0% | 23Q | SEC ↗ |
| 2 | Gemmer Asset Management LLC | 713,531 | $38M | +19,047 | +2.7% | 16Q | SEC ↗ |
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | 331,505 | $18M | -17,743 | -5.1% | 29Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 254,535 | $14M | +19,907 | +8.5% | 15Q | SEC ↗ |
| 5 | BAILARD, INC. | 251,570 | $13M | +16,546 | +7.0% | 15Q | SEC ↗ |
| 6 | Windmill Hill Asset Management Ltd | 227,939 | $12M | — | +0.0% | 3Q | SEC ↗ |
| 7 | Leith Wheeler Investment Counsel Ltd. NEW | 225,900 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 166,460 | $9M | — | +0.0% | 21Q | SEC ↗ |
| 9 | Kingsview Wealth Management, LLC NEW | 164,976 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 10 | SCS Capital Management LLC | 138,932 | $7M | +132,147 | +1947.6% | 6Q | SEC ↗ |
| 11 | LPL Financial LLC | 122,389 | $7M | +2,615 | +2.2% | 24Q | SEC ↗ |
| 12 | Cerity Partners LLC | 121,860 | $7M | +124 | +0.1% | 4Q | SEC ↗ |
| 13 | SEI INVESTMENTS CO | 121,421 | $7M | +1,111 | +0.9% | 15Q | SEC ↗ |
| 14 | Composition Wealth, LLC | 90,908 | $5M | -2,061 | -2.2% | 30Q | SEC ↗ |
| 15 | FLOW TRADERS U.S. LLC | 77,175 | $4M | +40,003 | +107.6% | 6Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 73,578 | $4M | -1,148 | -1.5% | 32Q | SEC ↗ |
| 17 | Mariner, LLC | 61,234 | $3M | -12,170 | -16.6% | 16Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 60,849 | $3M | +29,965 | +97.0% | 2Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,085 | $3M | -39,910 | -41.6% | 11Q | SEC ↗ |
| 20 | NEPC LLC | 53,260 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 52,617 | $3M | -332 | -0.6% | 3Q | SEC ↗ |
| 22 | Values Added Financial LLC | 50,519 | $3M | -6,552 | -11.5% | 7Q | SEC ↗ |
| 23 | XPONANCE LLC | 49,141 | $3M | +7,977 | +19.4% | 4Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 36,772 | $2M | -257 | -0.7% | 17Q | SEC ↗ |
| 25 | TIFF ADVISORY SERVICES, LLC | 33,093 | $2M | +1,365 | +4.3% | 4Q | SEC ↗ |
| 26 | OXFORD FINANCIAL GROUP, LTD. LLC | 31,689 | $2M | +12,147 | +62.2% | 26Q | SEC ↗ |
| 27 | AGF MANAGEMENT LTD | 25,525 | $1M | +315 | +1.2% | 13Q | SEC ↗ |
| 28 | CAMELOT TECHNOLOGY ADVISORS, INC. | 25,484 | $1M | +4,645 | +22.3% | 11Q | SEC ↗ |
| 29 | MARQUETTE ASSOCIATES, INC. | 23,041 | $1M | -982 | -4.1% | 7Q | SEC ↗ |
| 30 | BRADLEY FOSTER & SARGENT INC/CT | 22,131 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 31 | PROFFITT & GOODSON INC | 20,814 | $1M | +840 | +4.2% | 27Q | SEC ↗ |
| 32 | Equitable Holdings, Inc. | 19,840 | $1M | -1,917 | -8.8% | 15Q | SEC ↗ |
| 33 | Whipplewood Advisors, LLC | 19,623 | $1M | +422 | +2.2% | 7Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 18,343 | $984K | -200 | -1.1% | 11Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 17,274 | $927K | -895 | -4.9% | 9Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 16,185 | $868K | -171 | -1.0% | 26Q | SEC ↗ |
| 37 | Bond & Devick Financial Network, Inc. | 14,915 | $800K | +3,433 | +29.9% | 23Q | SEC ↗ |
| 38 | Beacon Pointe Advisors, LLC | 13,376 | $718K | +40 | +0.3% | 31Q | SEC ↗ |
| 39 | MASECO LLP | 12,275 | $659K | — | +0.0% | 2Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 12,168 | $653K | -274 | -2.2% | 15Q | SEC ↗ |
| 41 | Advisory Solutions Group, LLC NEW | 11,608 | $623K | — | +0.0% | 1Q | SEC ↗ |
| 42 | GGM Financial LLC NEW | 11,236 | $603K | — | +0.0% | 1Q | SEC ↗ |
| 43 | RETIREMENT INCOME SOLUTIONS, INC | 10,525 | $565K | — | +0.0% | 9Q | SEC ↗ |
| 44 | AQR CAPITAL MANAGEMENT LLC | 10,049 | $539K | — | +0.0% | 4Q | SEC ↗ |
| 45 | Operose Advisors LLC | 9,587 | $514K | +144 | +1.5% | 13Q | SEC ↗ |
| 46 | Arax Advisory Partners NEW | 8,805 | $472K | — | +0.0% | 1Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC | 8,458 | $454K | -415 | -4.7% | 2Q | SEC ↗ |
| 48 | Hobbs Group Advisors, LLC | 8,377 | $449K | -452 | -5.1% | 9Q | SEC ↗ |
| 49 | Choate Investment Advisors | 8,375 | $449K | +997 | +13.5% | 13Q | SEC ↗ |
| 50 | Bridgewater Advisors Inc. | 8,106 | $435K | -164 | -2.0% | 14Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Leith Wheeler Investment Counsel Lt | 225,900 | $12M |
| Kingsview Wealth Management, LLC | 164,976 | $9M |
| Advisory Solutions Group, LLC | 11,608 | $623K |
| GGM Financial LLC | 11,236 | $603K |
| Arax Advisory Partners | 8,805 | $472K |
| Parkwoods Wealth Partners, LLC | 7,963 | $427K |
| Ethic Inc. | 5,140 | $276K |
| Wealthfront Advisers LLC | 4,214 | $226K |
| Stonehearth Capital Management, LLC | 3,869 | $208K |
| Institute for Wealth Management, LL | 1,533 | $82K |
| Brooklyn FI, LLC | 731 | $39K |
| Farther Finance Advisors, LLC | 210 | $11K |
| CWM, LLC | 96 | $5K |
| Continuum Advisory, LLC | 68 | $4K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 3,971 | $213K |
| Kestra Advisory Services, LLC | 1,966 | $105K |
| GW&K Investment Management, LLC | 962 | $52K |
| FLAGSHIP HARBOR ADVISORS, LLC | 518 | $28K |
| Western Wealth Management, LLC | 355 | $19K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 296 | $16K |
| ASSETMARK, INC | 76 | $4K |
| VANGUARD ADVISERS INC | 12 | $1K |
| Urban Financial Advisory Corp | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SCS Capital Management LLC | +132,147 | +1947.6% | 138,932 |
| Betterment LLC | +42,910 | +3.0% | 1,474,589 |
| FLOW TRADERS U.S. LLC | +40,003 | +107.6% | 77,175 |
| MERCER GLOBAL ADVISORS INC /ADV | +29,965 | +97.0% | 60,849 |
| BANK OF AMERICA CORP /DE | +19,907 | +8.5% | 254,535 |
| Gemmer Asset Management LLC | +19,047 | +2.7% | 713,531 |
| BAILARD, INC. | +16,546 | +7.0% | 251,570 |
| OXFORD FINANCIAL GROUP, LTD. LLC | +12,147 | +62.2% | 31,689 |
| XPONANCE LLC | +7,977 | +19.4% | 49,141 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | +4,645 | +22.3% | 25,484 |
| Bond & Devick Financial Network, In | +3,433 | +29.9% | 14,915 |
| LPL Financial LLC | +2,615 | +2.2% | 122,389 |
| FMR LLC | +1,870 | +104.5% | 3,660 |
| TIFF ADVISORY SERVICES, LLC | +1,365 | +4.3% | 33,093 |
| SEI INVESTMENTS CO | +1,111 | +0.9% | 121,421 |
| Choate Investment Advisors | +997 | +13.5% | 8,375 |
| PROFFITT & GOODSON INC | +840 | +4.2% | 20,814 |
| William Mack & Associates, Inc. | +748 | +11.2% | 7,412 |
| Insight Advisors, LLC/ PA | +524 | +6.9% | 8,085 |
| Whipplewood Advisors, LLC | +422 | +2.2% | 19,623 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -103,888 | -94.8% | 5,657 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -39,910 | -41.6% | 56,085 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -17,743 | -5.1% | 331,505 |
| Mariner, LLC | -12,170 | -16.6% | 61,234 |
| Values Added Financial LLC | -6,552 | -11.5% | 50,519 |
| PNC Financial Services Group, Inc. | -2,198 | -36.9% | 3,755 |
| ENVESTNET ASSET MANAGEMENT INC | -2,145 | -36.1% | 3,789 |
| Composition Wealth, LLC | -2,061 | -2.2% | 90,908 |
| Equitable Holdings, Inc. | -1,917 | -8.8% | 19,840 |
| UBS Group AG | -1,218 | -75.7% | 392 |
| ROYAL BANK OF CANADA | -1,148 | -1.5% | 73,578 |
| MARQUETTE ASSOCIATES, INC. | -982 | -4.1% | 23,041 |
| AMERICAN FINANCIAL & TAX STRATEGIES | -925 | -13.3% | 6,007 |
| HighTower Advisors, LLC | -895 | -4.9% | 17,274 |
| Boyd Wealth Management, LLC | -476 | -5.8% | 7,687 |
| Hobbs Group Advisors, LLC | -452 | -5.1% | 8,377 |
| RAYMOND JAMES FINANCIAL INC | -415 | -4.7% | 8,458 |
| JANE STREET GROUP, LLC | -332 | -0.6% | 52,617 |
| NewEdge Advisors, LLC | -274 | -2.2% | 12,168 |
| HARBOUR INVESTMENTS, INC. | -257 | -0.7% | 36,772 |