EFAX Institutional Ownership & Shareholders
SPDR MSCI EAFA FOSSIL FUEL (EFAX) is currently held by 92 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $268.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Betterment Llc is currently the largest disclosed institutional shareholder of EFAX tracked by InsiderSet, reporting ownership valued at approximately $79.81M 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 $78.24M, representing an estimated loss of -1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed EFAX value among the investors covered in this analysis. Major shareholders include Betterment Llc, Flputnam Investment Management Co, Windmill Hill Asset Management Ltd, 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
92
Total Reported Value
$268.58M
Largest Holder
Betterment Llc
Largest Position
$79.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.13% | 1,474,589 | $79,805,000 | $78,241,397 | -$1,563,603 | -1.96% | |
| Flputnam Investment Management Co | 0.21% | 331,505 | $17,941,467 | $17,589,589 | -$351,878 | -1.96% | |
| Windmill Hill Asset Management Ltd | 3.48% | 324,003 | $17,356,841 | $17,191,534 | -$165,307 | -0.95% | |
| Bank Of America Corp | 0.00% | 254,535 | $13,775,688 | $13,505,576 | -$270,112 | -1.96% | |
| Bailard, Inc. | 0.27% | 251,887 | $13,493,587 | $13,365,074 | -$128,513 | -0.95% | |
| Leith Wheeler Investment Counsel Ltd. | 0.93% | 225,900 | $12,225,980 | $11,986,209 | -$239,771 | -1.96% | |
| Rockefeller Capital Management L.P. | 0.01% | 166,460 | $9,009,015 | $8,832,334 | -$176,681 | -1.96% | |
| Kingsview Wealth Management, Llc | 0.11% | 164,976 | $8,928,699 | $8,753,594 | -$175,105 | -1.96% | |
| Scs Capital Management Llc | 0.07% | 138,932 | $7,519,193 | $7,371,704 | -$147,489 | -1.96% | |
| Lpl Financial Llc | 0.00% | 122,389 | $6,623,840 | $6,493,936 | -$129,904 | -1.96% | |
| Cerity Partners Llc | 0.01% | 121,860 | $6,595,193 | $6,465,867 | -$129,326 | -1.96% | |
| Sei Investments Co | 0.01% | 121,421 | $6,571,460 | $6,442,574 | -$128,886 | -1.96% | |
| Composition Wealth, Llc | 0.06% | 90,908 | $4,920,064 | $4,823,560 | -$96,504 | -1.96% | |
| Flow Traders U.S. Llc | 0.17% | 77,175 | $4,177,000 | $4,094,890 | -$82,110 | -1.97% | |
| Royal Bank Of Canada | 0.00% | 73,578 | $3,982,000 | $3,904,034 | -$77,966 | -1.96% | |
| Mariner, Llc | 0.00% | 61,234 | $3,314,032 | $3,249,064 | -$64,968 | -1.96% | |
| Mercer Global Advisors Inc | 0.00% | 60,849 | $3,293,225 | $3,228,636 | -$64,589 | -1.96% | |
| Xponance Llc | 0.02% | 57,794 | $3,096,025 | $3,066,538 | -$29,487 | -0.95% | |
| Susquehanna International Group, Llp | 0.00% | 56,085 | $3,035,388 | $2,975,859 | -$59,529 | -1.96% | |
| Nepc Llc | 0.05% | 53,260 | $2,882,495 | $2,825,965 | -$56,530 | -1.96% | |
| Jane Street Group, Llc | 0.00% | 52,617 | $2,847,695 | $2,791,847 | -$55,848 | -1.96% | |
| Values Added Financial Llc | 0.94% | 49,356 | $2,644,001 | $2,618,819 | -$25,182 | -0.95% | |
| First Affirmative Financial Network | 0.51% | 43,495 | $2,330,034 | $2,307,836 | -$22,198 | -0.95% | |
| Harbour Investments, Inc. | 0.03% | 36,772 | $1,990,169 | $1,951,115 | -$39,054 | -1.96% | |
| Tiff Advisory Services, Llc | 0.44% | 33,093 | $1,791,033 | $1,755,908 | -$35,125 | -1.96% | |
| Oxford Financial Group, Ltd. Llc | 0.09% | 31,689 | $1,715,028 | $1,681,412 | -$33,616 | -1.96% | |
| Camelot Technology Advisors, Inc. | 1.13% | 31,165 | $1,669,494 | $1,653,609 | -$15,885 | -0.95% | |
| Agf Management Ltd | 0.01% | 24,025 | $1,287,019 | $1,274,762 | -$12,257 | -0.95% | |
| Marquette Associates, Inc. | 0.91% | 23,041 | $1,247,007 | $1,222,551 | -$24,456 | -1.96% | |
| Bradley Foster & Sargent Inc/Ct | 0.02% | 22,131 | $1,197,756 | $1,174,266 | -$23,490 | -1.96% | |
| Proffitt & Goodson Inc | 0.16% | 20,814 | $1,126,479 | $1,104,387 | -$22,092 | -1.96% | |
| Equitable Holdings, Inc. | 0.01% | 19,840 | $1,073,776 | $1,052,706 | -$21,070 | -1.96% | |
| Whipplewood Advisors, Llc | 0.72% | 19,973 | $1,069,954 | $1,059,763 | -$10,191 | -0.95% | |
| Jpmorgan Chase & Co | 0.00% | 18,343 | $988,710 | $973,276 | -$15,434 | -1.56% | |
| Osaic Holdings, Inc. | 0.00% | 16,185 | $876,165 | $858,773 | -$17,392 | -1.99% | |
| Bond & Devick Financial Network, Inc. | 0.20% | 15,102 | $809,014 | $801,309 | -$7,705 | -0.95% | |
| Beacon Pointe Advisors, Llc | 0.00% | 13,376 | $723,914 | $709,728 | -$14,186 | -1.96% | |
| Newedge Advisors, Llc | 0.00% | 12,168 | $658,545 | $645,632 | -$12,913 | -1.96% | |
| Maseco Llp | 0.02% | 11,905 | $638,287 | $631,677 | -$6,610 | -1.04% | |
| Ggm Financial Llc | 0.23% | 11,236 | $608,100 | $596,180 | -$11,920 | -1.96% | |
| Aqr Capital Management Llc | 0.00% | 10,049 | $543,838 | $533,198 | -$10,640 | -1.96% | |
| Retirement Income Solutions, Inc | 0.09% | 10,525 | $523,790 | $558,454 | +$34,664 | +6.62% | |
| Operose Advisors Llc | 0.10% | 9,587 | $518,853 | $508,684 | -$10,169 | -1.96% | |
| Arax Advisory Partners | 0.00% | 8,805 | $476,537 | $467,192 | -$9,345 | -1.96% | |
| Insight Advisors, Llc/ Pa | 0.08% | 8,596 | $460,487 | $456,102 | -$4,385 | -0.95% | |
| Raymond James Financial Inc | 0.00% | 8,458 | $457,757 | $448,780 | -$8,977 | -1.96% | |
| Hobbs Group Advisors, Llc | 0.12% | 8,377 | $453,374 | $444,482 | -$8,892 | -1.96% | |
| Choate Investment Advisors | 0.01% | 8,375 | $453,265 | $444,376 | -$8,889 | -1.96% | |
| Bridgewater Advisors Inc. | 0.02% | 8,106 | $445,425 | $430,103 | -$15,322 | -3.44% | |
| Boyd Wealth Management, Llc | 0.16% | 8,274 | $443,238 | $439,017 | -$4,221 | -0.95% |
Frequently asked questions about EFAX
Who are the largest institutional holders of EFAX?
The largest institutional holders of EFAX reported in the latest SEC Form 13F filings include Betterment Llc, Flputnam Investment Management Co, Windmill Hill Asset Management Ltd, Bank Of America Corp, and Bailard, Inc.. InsiderSet ranks institutional holders by their latest reported EFAX position.
What is EFAX institutional ownership?
This page tracks EFAX positions reported by institutional investment managers through SEC Form 13F. SPDR MSCI EAFA FOSSIL FUEL (EFAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFAX?
InsiderSet currently tracks 92 institutional managers reporting EFAX 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 EFAX shareholders.
How much EFAX stock do institutions own?
Institutional investment managers disclosed approximately $268.58M in EFAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFAX institutional ownership last updated?
The latest EFAX 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 EFAX 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 EFAX position after the reporting date.
Are institutions buying or selling EFAX?
Institutional buying and selling can be analyzed by comparing EFAX positions across consecutive 13F reporting periods. InsiderSet's EFAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFAX ownership changes.
How has EFAX institutional ownership changed over time?
InsiderSet tracks EFAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.