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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

97 managers (97 13F filers) reported a position in EFAX shares at 2026-06-30, 5,570,549 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
97
13F filers
97
New
12
Added
37
Reduced
26
Sold out
4
Shares held by filers
5,570,549

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Betterment LLC1,474,589$79.8M0.13%+42,91013F-HRTimeline
Gemmer Asset Management LLC713,531$38.6M2.6%+19,04713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO331,505$17.9M0.21%-17,74313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/254,535$13.8M<0.01%+19,90713F-HRTimelineGroup
BAILARD, INC.251,570$13.6M0.28%+16,54613F-HRTimeline
Windmill Hill Asset Management Ltd227,939$12.3M2.75%013F-HRTimeline
Leith Wheeler Investment Counsel Ltd.225,900$12.2M0.93%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…166,460$9.01M0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC164,976$8.93M0.11%new13F-HRTimeline
SCS Capital Management LLC138,932$7.52M0.07%+132,14713F-HRTimeline
LPL Financial LLC122,389$6.62M<0.01%+2,61513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC121,860$6.6M0.01%+12413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO121,421$6.57M0.01%+1,11113F-HRTimelineGroup
Composition Wealth, LLC90,908$4.92M0.06%-2,06113F-HRTimeline
FLOW TRADERS U.S. LLC77,175$4.18M0.17%+40,00313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,578$3.98M<0.01%-1,14813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC61,234$3.31M<0.01%-12,17013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV60,849$3.29M<0.01%+29,96513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,085$3.04M<0.01%-39,91013F-HRTimelineGroup
NEPC LLC53,260$2.88M0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,617$2.85M<0.01%-33213F-HRTimelineGroup
Values Added Financial LLC50,519$2.73M0.99%-6,55213F-HRTimeline
XPONANCE LLC49,141$2.66M0.02%+7,97713F-HRTimeline
HARBOUR INVESTMENTS, INC.36,772$1.99M0.03%-25713F-HRTimeline
TIFF ADVISORY SERVICES, LLC33,093$1.79M0.44%+1,36513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC31,689$1.72M0.09%+12,14713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD25,525$1.38M0.01%+31513F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.25,484$1.38M0.94%+4,64513F-HRTimeline
MARQUETTE ASSOCIATES, INC.23,041$1.25M0.91%-98213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT22,131$1.2M0.02%013F-HRTimeline
PROFFITT & GOODSON INC20,814$1.13M0.16%+84013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,840$1.07M0.01%-1,91713F-HRTimelineGroup
Whipplewood Advisors, LLC19,623$1.06M0.71%+42213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,343$989K<0.01%-20013F-HRTimelineGroup
HighTower Advisors, LLC17,274$935K<0.01%-89513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,185$876K<0.01%-17113F-HRTimelineGroup
Bond & Devick Financial Network, Inc.14,915$807K0.2%+3,43313F-HRTimeline
Beacon Pointe Advisors, LLC13,376$724K<0.01%+4013F-HRTimeline
MASECO LLP12,275$665K0.02%013F-HRTimeline
NewEdge Advisors, LLC12,168$659K<0.01%-27413F-HRTimeline
Advisory Solutions Group, LLC11,608$628K0.22%13F-HRTimeline
GGM Financial LLC11,236$608K0.23%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,049$544K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC10,525$524K0.09%013F-HRTimeline
Operose Advisors LLC9,587$519K0.1%+14413F-HRTimeline
Arax Advisory Partners8,805$477K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,458$458K<0.01%-41513F-HRTimelineGroup
Hobbs Group Advisors, LLC8,377$453K0.12%-45213F-HRTimeline
Choate Investment Advisors8,375$453K0.01%+99713F-HRTimeline
Bridgewater Advisors Inc.8,106$445K0.02%-16413F-HRTimeline
Insight Advisors, LLC/ PA8,085$438K0.08%+52413F-HRTimeline
Parkwoods Wealth Partners, LLC7,963$431K0.07%new13F-HRTimeline
Boyd Wealth Management, LLC7,687$416K0.16%-47613F-HRTimeline
William Mack & Associates, Inc.7,412$401K0.14%+74813F-HRTimeline
eCIO, Inc.7,379$399K0.11%+9113F-HRTimeline
Key Financial Inc7,214$390K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,177$388K<0.01%+4513F-HRTimeline
Aufman Associates Inc7,073$383K0.15%+10613F-HRTimeline
Creative Planningin group Creative Planning7,017$380K<0.01%+11913F-HRTimelineGroup
SteelPeak Wealth, LLC6,524$353K0.01%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC6,007$325K0.15%-92513F-HRTimeline
Clarion Wealth Managment Partners, LLC5,870$318K0.26%+2513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,699$308K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,657$306K<0.01%-103,88813F-HRTimelineGroup
Diversified Enterprises, LLC5,636$305K0.01%+18613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,525$299K0.07%+15513F-HRTimeline
Ethic Inc.5,140$278K<0.01%new13F-HRTimeline
GenTrust, LLC4,727$256K0.01%-11013F-HRTimeline
First Bancorp, Inc /ME/4,570$247K0.1%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,560$247K0.04%013F-HRTimeline
BURNS J W & CO INC/NY4,550$246K0.03%013F-HRTimeline
Wealthfront Advisers LLC4,214$228K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,917$212K0.09%013F-HRTimeline
Stonehearth Capital Management, LLC3,869$209K0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,789$205K<0.01%-2,14513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,755$203K<0.01%-2,19813F-HRTimelineGroup
FMR LLCin group FMR LLC3,660$198K<0.01%+1,87013F-HRTimelineGroup
Sankala Group LLC3,001$167K0.11%+513F-HRTimeline
Robinswood Financial LLC2,367$128K0.04%+38013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,821$98.6K<0.01%+15013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,704$92.2K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,614$87.3K0.01%-21813F-HRTimeline
Institute for Wealth Management, LLC.1,533$83K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc872$47.2K<0.01%+3813F-HRTimeline
Golden State Wealth Management, LLC761$41.2K<0.01%+1113F-HRTimeline
Brooklyn FI, LLC731$39.5K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.479$25.8K<0.01%-23913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC421$22.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG392$21.2K<0.01%-1,21813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…355$19.1K<0.01%+513F-HRTimeline
Cedar Mountain Advisors, LLC320$17.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$16.2K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC228$12.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC210$11.4K<0.01%new13F-HRTimeline
Continuum Advisory, LLC68$3.68K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.34$1.84K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$811<0.01%013F-HRTimeline