EFAD Institutional Ownership & Shareholders
PROSHARES EAFE DVD GROWERS (EFAD) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EFAD tracked by InsiderSet, reporting ownership valued at approximately $12.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.01M, representing an estimated gain of +6.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed EFAD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Key Financial Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PROSHARES EAFE DVD GROWERS (EFAD).
This page ranks the largest institutional EFAD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$34.80M
Largest Holder
Morgan Stanley
Largest Position
$12.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 283,859 | $12,160,891 | $13,007,498 | +$846,607 | +6.96% | |
| Key Financial Inc | 0.77% | 109,687 | $4,699,112 | $5,026,275 | +$327,163 | +6.96% | |
| Raymond James Financial Inc | 0.00% | 96,757 | $4,145,174 | $4,433,773 | +$288,599 | +6.96% | |
| Nations Financial Group Inc | 0.17% | 85,002 | $3,641,591 | $3,895,115 | +$253,524 | +6.96% | |
| Anson Capital, Inc. | 1.41% | 50,303 | $2,161,751 | $2,305,075 | +$143,324 | +6.63% | |
| Bank Of America Corp | 0.00% | 39,392 | $1,687,593 | $1,805,091 | +$117,498 | +6.96% | |
| Sanctuary Advisors, Llc | 0.00% | 21,054 | $901,992 | $964,774 | +$62,782 | +6.96% | |
| Lpl Financial Llc | 0.00% | 18,174 | $778,594 | $832,802 | +$54,208 | +6.96% | |
| Wells Fargo & Company/Mn | 0.00% | 14,965 | $641,130 | $685,753 | +$44,623 | +6.96% | |
| Cetera Investment Advisers | 0.00% | 13,241 | $567,258 | $606,753 | +$39,495 | +6.96% | |
| Royal Bank Of Canada | 0.00% | 13,083 | $560,000 | $599,513 | +$39,513 | +7.06% | |
| Heritage Wealth Management, Inc. | 0.10% | 9,126 | $392,190 | $418,188 | +$25,998 | +6.63% | |
| Ubs Group Ag | 0.00% | 9,075 | $388,782 | $415,851 | +$27,069 | +6.96% | |
| Sfi Advisors, Llc | 0.30% | 8,534 | $366,749 | $391,060 | +$24,311 | +6.63% | |
| Mwa Asset Management | 0.15% | 7,578 | $324,662 | $347,253 | +$22,591 | +6.96% | |
| Ameriprise Financial Inc | 0.00% | 7,188 | $307,942 | $329,381 | +$21,439 | +6.96% | |
| Smith, Moore & Co. | 0.02% | 6,992 | $299,539 | $320,400 | +$20,861 | +6.96% | |
| Capital Square, Llc | 0.13% | 6,742 | $289,737 | $308,944 | +$19,207 | +6.63% | |
| Jones Financial Companies Lllp | 0.00% | 5,932 | $251,941 | $271,827 | +$19,886 | +7.89% | |
| Osaic Holdings, Inc. | 0.00% | 3,374 | $144,723 | $154,610 | +$9,887 | +6.83% | |
| Fifth Third Bancorp | 0.00% | 1,329 | $56,936 | $60,900 | +$3,964 | +6.96% | |
| Aptus Capital Advisors, Llc | 0.00% | 444 | $19,021 | $20,346 | +$1,325 | +6.96% | |
| Farther Finance Advisors, Llc | 0.00% | 222 | $9,533 | $10,173 | +$640 | +6.71% | |
| Cwm, Llc | 0.00% | 183 | $7,492 | $8,386 | +$894 | +11.93% | |
| Assetmark, Inc | 0.00% | 6 | $258 | $275 | +$17 | +6.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,944 | $255 | $272,377 | +$272,122 | +106714.38% |
Frequently asked questions about EFAD
Who are the largest institutional holders of EFAD?
The largest institutional holders of EFAD reported in the latest SEC Form 13F filings include Morgan Stanley, Key Financial Inc, Raymond James Financial Inc, Nations Financial Group Inc, and Anson Capital, Inc.. InsiderSet ranks institutional holders by their latest reported EFAD position.
What is EFAD institutional ownership?
This page tracks EFAD positions reported by institutional investment managers through SEC Form 13F. PROSHARES EAFE DVD GROWERS (EFAD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFAD?
InsiderSet currently tracks 26 institutional managers reporting EFAD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFAD shareholders.
How much EFAD stock do institutions own?
Institutional investment managers disclosed approximately $34.80M in EFAD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFAD institutional ownership last updated?
The latest EFAD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFAD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFAD position after the reporting date.
Are institutions buying or selling EFAD?
Institutional buying and selling can be analyzed by comparing EFAD positions across consecutive 13F reporting periods. InsiderSet's EFAD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFAD ownership changes.
How has EFAD institutional ownership changed over time?
InsiderSet tracks EFAD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.