SPDR MSCI EAFA FOSSIL FUEL (EFAX) Institutional Shareholders
SPDR MSCI EAFA FOSSIL FUEL (EFAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $183.14M in EFAX holdings during the latest filing period.
Gemmer Asset Management Llc is currently the largest disclosed institutional shareholder of EFAX tracked by InsiderSet, reporting ownership valued at approximately $38.62M 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 $39.76M, representing an estimated gain of +2.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed EFAX value among the investors covered in this analysis. Major shareholders include Gemmer Asset Management Llc, Flputnam Investment Management Co, Bailard, Inc., and several other long-term asset managers with concentrated positions in SPDR MSCI EAFA FOSSIL FUEL (EFAX).
This page ranks the largest institutional EFAX 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
94
Total Reported Value
$183.14M
Largest Holder
Gemmer Asset Management Llc
Largest Position
$38.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gemmer Asset Management Llc | 2.60% | 713,531 | $38,617,155 | $39,757,947 | +$1,140,792 | +2.95% | |
| Flputnam Investment Management Co | 0.26% | 349,248 | $17,380,693 | $19,460,099 | +$2,079,406 | +11.96% | |
| Bailard, Inc. | 0.28% | 251,570 | $13,615,270 | $14,017,480 | +$402,210 | +2.95% | |
| Bank Of America Corp | 0.00% | 234,628 | $11,676,497 | $13,073,472 | +$1,396,975 | +11.96% | |
| Windmill Hill Asset Management Ltd | 3.54% | 227,939 | $11,343,612 | $12,700,761 | +$1,357,149 | +11.96% | |
| Rockefeller Capital Management L.P. | 0.01% | 166,460 | $8,284,049 | $9,275,151 | +$991,102 | +11.96% | |
| Cerity Partners Llc | 0.01% | 121,736 | $6,058,312 | $6,783,130 | +$724,818 | +11.96% | |
| Sei Investments Co | 0.01% | 120,310 | $5,987,340 | $6,703,673 | +$716,333 | +11.96% | |
| Lpl Financial Llc | 0.00% | 119,774 | $5,960,659 | $6,673,807 | +$713,148 | +11.96% | |
| Citadel Advisors Llc | 0.00% | 109,545 | $5,451,616 | $6,103,847 | +$652,231 | +11.96% | |
| Composition Wealth, Llc | 0.06% | 90,908 | $4,920,064 | $5,065,394 | +$145,330 | +2.95% | |
| Susquehanna International Group, Llp | 0.01% | 95,995 | $4,777,287 | $5,348,841 | +$571,554 | +11.96% | |
| Royal Bank Of Canada | 0.00% | 74,726 | $3,719,000 | $4,163,733 | +$444,733 | +11.96% | |
| Mariner, Llc | 0.00% | 73,404 | $3,653,045 | $4,090,071 | +$437,026 | +11.96% | |
| Values Added Financial Llc | 0.99% | 50,519 | $2,734,149 | $2,814,919 | +$80,770 | +2.95% | |
| Nepc Llc | 0.05% | 53,260 | $2,650,537 | $2,967,647 | +$317,110 | +11.96% | |
| Jane Street Group, Llc | 0.00% | 52,949 | $2,635,060 | $2,950,318 | +$315,258 | +11.96% | |
| Xponance Llc | 0.01% | 41,164 | $2,048,568 | $2,293,658 | +$245,090 | +11.96% | |
| Harbour Investments, Inc. | 0.03% | 37,029 | $1,842,786 | $2,063,256 | +$220,470 | +11.96% | |
| Tiff Advisory Services, Llc | 0.44% | 33,093 | $1,791,033 | $1,843,942 | +$52,909 | +2.95% | |
| Mercer Global Advisors Inc | 0.00% | 30,884 | $1,536,988 | $1,720,856 | +$183,868 | +11.96% | |
| Camelot Technology Advisors, Inc. | 0.94% | 25,484 | $1,379,210 | $1,419,968 | +$40,758 | +2.96% | |
| Agf Management Ltd | 0.01% | 25,210 | $1,254,600 | $1,404,701 | +$150,101 | +11.96% | |
| Marquette Associates, Inc. | 1.30% | 24,023 | $1,195,529 | $1,338,562 | +$143,033 | +11.96% | |
| Proffitt & Goodson Inc | 0.16% | 20,814 | $1,126,479 | $1,159,756 | +$33,277 | +2.95% | |
| Bradley Foster & Sargent Inc/Ct | 0.02% | 22,131 | $1,101,371 | $1,233,139 | +$131,768 | +11.96% | |
| Equitable Holdings, Inc. | 0.01% | 21,757 | $1,097,989 | $1,212,300 | +$114,311 | +10.41% | |
| Whipplewood Advisors, Llc | 0.71% | 19,623 | $1,062,020 | $1,093,394 | +$31,374 | +2.95% | |
| Oxford Financial Group, Ltd. Llc | 0.05% | 19,542 | $972,527 | $1,088,880 | +$116,353 | +11.96% | |
| Hightower Advisors, Llc | 0.00% | 18,169 | $904,198 | $1,012,377 | +$108,179 | +11.96% | |
| Osaic Holdings, Inc. | 0.00% | 16,356 | $814,129 | $911,356 | +$97,227 | +11.94% | |
| Bond & Devick Financial Network, Inc. | 0.20% | 14,915 | $807,218 | $831,064 | +$23,846 | +2.95% | |
| Beacon Pointe Advisors, Llc | 0.00% | 13,336 | $663,666 | $743,082 | +$79,416 | +11.97% | |
| Maseco Llp | 0.02% | 12,275 | $610,804 | $683,963 | +$73,159 | +11.98% | |
| Ggm Financial Llc | 0.23% | 11,236 | $608,100 | $626,070 | +$17,970 | +2.96% | |
| Retirement Income Solutions, Inc | 0.09% | 10,525 | $523,790 | $586,453 | +$62,663 | +11.96% | |
| Robinswood Financial Llc | 0.03% | 11,895 | $515,963 | $662,789 | +$146,826 | +28.46% | |
| Aqr Capital Management Llc | 0.00% | 10,049 | $500,075 | $559,930 | +$59,855 | +11.97% | |
| Operose Advisors Llc | 0.11% | 9,443 | $469,965 | $526,164 | +$56,199 | +11.96% | |
| Bridgewater Advisors Inc. | 0.03% | 8,270 | $441,980 | $460,804 | +$18,824 | +4.26% | |
| Raymond James Financial Inc | 0.00% | 8,873 | $441,574 | $494,404 | +$52,830 | +11.96% | |
| Hobbs Group Advisors, Llc | 0.13% | 8,829 | $439,365 | $491,952 | +$52,587 | +11.97% | |
| Parkwoods Wealth Partners, Llc | 0.07% | 7,963 | $430,967 | $443,698 | +$12,731 | +2.95% | |
| Boyd Wealth Management, Llc | 0.16% | 7,687 | $416,030 | $428,320 | +$12,290 | +2.95% | |
| William Mack & Associates, Inc. | 0.14% | 7,412 | $401,147 | $412,997 | +$11,850 | +2.95% | |
| Ecio, Inc. | 0.11% | 7,379 | $399,377 | $411,158 | +$11,781 | +2.95% | |
| Key Financial Inc | 0.06% | 7,214 | $390,430 | $401,964 | +$11,534 | +2.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,177 | $388,440 | $399,902 | +$11,462 | +2.95% | |
| Insight Advisors, Llc/ Pa | 0.07% | 7,561 | $376,281 | $421,299 | +$45,018 | +11.96% | |
| Choate Investment Advisors | 0.01% | 7,378 | $367,174 | $411,102 | +$43,928 | +11.96% |
Frequently asked questions about EFAX
Who owns the most EFAX stock?
The largest holders of EFAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR MSCI EAFA FOSSIL FUEL (EFAX).
Is EFAX widely held by superinvestors?
Many widely followed stocks like EFAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFAX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.