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 $299.60M in EFAX holdings during the latest filing period.
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 $79.94M, representing an estimated gain of +0.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed EFAX value among the investors covered in this analysis. Major shareholders include Betterment Llc, Gemmer Asset Management Llc, Flputnam Investment Management Co, 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
$299.60M
Largest Holder
Betterment Llc
Largest Position
$79.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
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 | $79,937,470 | +$132,470 | +0.17% | |
| Gemmer Asset Management Llc | 2.60% | 713,531 | $38,617,155 | $38,680,516 | +$63,361 | +0.16% | |
| Flputnam Investment Management Co | 0.21% | 331,505 | $17,941,467 | $17,970,886 | +$29,419 | +0.16% | |
| Bank Of America Corp | 0.00% | 254,535 | $13,775,688 | $13,798,342 | +$22,654 | +0.16% | |
| Bailard, Inc. | 0.28% | 251,570 | $13,615,270 | $13,637,610 | +$22,340 | +0.16% | |
| Windmill Hill Asset Management Ltd | 2.75% | 227,939 | $12,336,332 | $12,356,573 | +$20,241 | +0.16% | |
| Leith Wheeler Investment Counsel Ltd. | 0.93% | 225,900 | $12,225,980 | $12,246,039 | +$20,059 | +0.16% | |
| Rockefeller Capital Management L.P. | 0.01% | 166,460 | $9,009,015 | $9,023,797 | +$14,782 | +0.16% | |
| Kingsview Wealth Management, Llc | 0.11% | 164,976 | $8,928,699 | $8,943,349 | +$14,650 | +0.16% | |
| Scs Capital Management Llc | 0.07% | 138,932 | $7,519,193 | $7,531,504 | +$12,311 | +0.16% | |
| Lpl Financial Llc | 0.00% | 122,389 | $6,623,840 | $6,634,708 | +$10,868 | +0.16% | |
| Cerity Partners Llc | 0.01% | 121,860 | $6,595,193 | $6,606,031 | +$10,838 | +0.16% | |
| Sei Investments Co | 0.01% | 121,421 | $6,571,460 | $6,582,232 | +$10,772 | +0.16% | |
| Composition Wealth, Llc | 0.06% | 90,908 | $4,920,064 | $4,928,123 | +$8,059 | +0.16% | |
| Flow Traders U.S. Llc | 0.17% | 77,175 | $4,177,000 | $4,183,657 | +$6,657 | +0.16% | |
| Royal Bank Of Canada | 0.00% | 73,578 | $3,982,000 | $3,988,663 | +$6,663 | +0.17% | |
| Mariner, Llc | 0.00% | 61,234 | $3,314,032 | $3,319,495 | +$5,463 | +0.16% | |
| Mercer Global Advisors Inc | 0.00% | 60,849 | $3,293,225 | $3,298,624 | +$5,399 | +0.16% | |
| Susquehanna International Group, Llp | 0.00% | 56,085 | $3,035,388 | $3,040,368 | +$4,980 | +0.16% | |
| Nepc Llc | 0.05% | 53,260 | $2,882,495 | $2,887,225 | +$4,730 | +0.16% | |
| Jane Street Group, Llc | 0.00% | 52,617 | $2,847,695 | $2,852,368 | +$4,673 | +0.16% | |
| Values Added Financial Llc | 0.99% | 50,519 | $2,734,149 | $2,738,635 | +$4,486 | +0.16% | |
| Xponance Llc | 0.02% | 49,141 | $2,659,570 | $2,663,934 | +$4,364 | +0.16% | |
| Harbour Investments, Inc. | 0.03% | 36,772 | $1,990,169 | $1,993,410 | +$3,241 | +0.16% | |
| Tiff Advisory Services, Llc | 0.44% | 33,093 | $1,791,033 | $1,793,972 | +$2,939 | +0.16% | |
| Oxford Financial Group, Ltd. Llc | 0.09% | 31,689 | $1,715,028 | $1,717,861 | +$2,833 | +0.17% | |
| Agf Management Ltd | 0.01% | 25,525 | $1,381,443 | $1,383,710 | +$2,267 | +0.16% | |
| Camelot Technology Advisors, Inc. | 0.94% | 25,484 | $1,379,210 | $1,381,488 | +$2,278 | +0.17% | |
| Marquette Associates, Inc. | 0.91% | 23,041 | $1,247,007 | $1,249,053 | +$2,046 | +0.16% | |
| Bradley Foster & Sargent Inc/Ct | 0.02% | 22,131 | $1,197,756 | $1,199,722 | +$1,966 | +0.16% | |
| Proffitt & Goodson Inc | 0.16% | 20,814 | $1,126,479 | $1,128,327 | +$1,848 | +0.16% | |
| Equitable Holdings, Inc. | 0.01% | 19,840 | $1,073,776 | $1,075,526 | +$1,750 | +0.16% | |
| Whipplewood Advisors, Llc | 0.71% | 19,623 | $1,062,020 | $1,063,763 | +$1,743 | +0.16% | |
| Jpmorgan Chase & Co | 0.00% | 18,343 | $988,710 | $994,374 | +$5,664 | +0.57% | |
| Osaic Holdings, Inc. | 0.00% | 16,185 | $876,165 | $877,389 | +$1,224 | +0.14% | |
| Bond & Devick Financial Network, Inc. | 0.20% | 14,915 | $807,218 | $808,542 | +$1,324 | +0.16% | |
| Beacon Pointe Advisors, Llc | 0.00% | 13,376 | $723,914 | $725,113 | +$1,199 | +0.17% | |
| Maseco Llp | 0.02% | 12,275 | $664,569 | $665,428 | +$859 | +0.13% | |
| Newedge Advisors, Llc | 0.00% | 12,168 | $658,545 | $659,627 | +$1,082 | +0.16% | |
| Ggm Financial Llc | 0.23% | 11,236 | $608,100 | $609,104 | +$1,004 | +0.17% | |
| Aqr Capital Management Llc | 0.00% | 10,049 | $543,838 | $544,756 | +$918 | +0.17% | |
| Retirement Income Solutions, Inc | 0.09% | 10,525 | $523,790 | $570,560 | +$46,770 | +8.93% | |
| Operose Advisors Llc | 0.10% | 9,587 | $518,853 | $519,711 | +$858 | +0.17% | |
| Arax Advisory Partners | 0.00% | 8,805 | $476,537 | $477,319 | +$782 | +0.16% | |
| Raymond James Financial Inc | 0.00% | 8,458 | $457,757 | $458,508 | +$751 | +0.16% | |
| Hobbs Group Advisors, Llc | 0.12% | 8,377 | $453,374 | $454,117 | +$743 | +0.16% | |
| Choate Investment Advisors | 0.01% | 8,375 | $453,265 | $454,009 | +$744 | +0.16% | |
| Bridgewater Advisors Inc. | 0.02% | 8,106 | $445,425 | $439,426 | -$5,999 | -1.35% | |
| Insight Advisors, Llc/ Pa | 0.08% | 8,085 | $437,570 | $438,288 | +$718 | +0.16% | |
| Parkwoods Wealth Partners, Llc | 0.07% | 7,963 | $430,967 | $431,674 | +$707 | +0.16% |
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.