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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

77 managers (77 13F filers) reported a position in EFAX shares at 2024-12-31, 4,649,596 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
77
13F filers
77
New
5
Added
39
Reduced
23
Sold out
6
Shares held by filers
4,649,596

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC1,435,788$57.2M0.14%+110,11313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC626,295$24.9M1.15%+26313F-HRTimeline
Gemmer Asset Management LLC385,271$15.3M1.51%+29,63413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO240,166$9.56M0.17%-9,86813F-HRTimeline
Leith Wheeler Investment Counsel Ltd.223,428$8.89M0.64%-3,40013F-HRTimeline
LPL Financial LLC159,842$6.36M<0.01%+87113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,752$6.28M<0.01%+32,57713F-HRTimelineGroup
Composition Wealth, LLC152,180$6.06M0.12%-8,12013F-HRTimeline
BAILARD, INC.136,368$5.43M0.14%+15,40113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO127,360$5.07M0.01%+2,03013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC99,651$3.97M0.01%+6,91113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,560$3.88M0.01%+30513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,955$2.39M<0.01%+2,85013F-HRTimelineGroup
Institute for Wealth Management, LLC.56,650$2.26M0.28%+5,65713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,666$2.1M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC38,434$1.53M0.02%-6,31713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP36,181$1.44M0.04%+27,34713F-HRTimeline
HARBOUR INVESTMENTS, INC.29,873$1.19M0.03%-36613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,534$1.18M<0.01%+8,21413F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD28,875$1.15M0.01%+10013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,135$1.12M<0.01%-14513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27,440$1.09M<0.01%-9113F-HRTimelineGroup
Values Added Financial LLC24,630$981K0.57%new13F-HRTimeline
MARQUETTE ASSOCIATES, INC.23,948$953K0.79%new13F-HRTimeline
Whipplewood Advisors, LLC21,253$846K0.48%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC18,982$756K0.05%+1,48313F-HRTimeline
Astoria Portfolio Advisors LLC.18,669$739K0.26%-1,08913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,925$714K0.65%-10013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,214$685K<0.01%-6913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,134$682K<0.01%+7,57213F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT16,840$670K0.01%+40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,894$633K0.01%-55813F-HRTimelineGroup
Bridgewater Advisors Inc.14,650$580K0.06%-50013F-HRTimeline
NewEdge Advisors, LLC14,410$574K<0.01%+1,52513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,155$524K0.12%+66813F-HRTimeline
Mariner, LLCin group Mariner, LLC13,027$519K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC10,628$423K0.07%-80313F-HRTimeline
Bond & Devick Financial Network, Inc.8,651$378K0.16%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,043$360K0.07%+42413F-HRTimeline
Urban Financial Advisory Corp8,514$339K0.19%+8913F-HRTimeline
Good Life Advisors, LLC7,698$306K0.02%+2113F-HRTimeline
Hobbs Group Advisors, LLC7,623$303K0.11%-1,32313F-HRTimeline
Choate Investment Advisors7,514$299K0.01%-2013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,279$290K0.02%+2113F-HRTimelineGroup
Stonehearth Capital Management, LLC7,274$290K0.12%-13613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC7,239$288K0.15%013F-HRTimeline
Key Financial Inc7,214$287K0.07%013F-HRTimeline
Creative Planningin group Creative Planning6,798$271K<0.01%+5113F-HRTimelineGroup
Aufman Associates Inc6,730$268K0.18%+7013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,626$264K<0.01%-3,89913F-HRTimeline
Insight Advisors, LLC/ PA6,549$262K0.04%-8313F-HRTimeline
Boyd Wealth Management, LLC6,485$258K0.13%-97413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC6,267$249K0.02%-12213F-HRTimeline
HighTower Advisors, LLC6,205$247K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,663$225K<0.01%new13F-HRTimeline
First Bancorp, Inc /ME/5,117$204K0.14%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,098$203K0.01%+1213F-HRTimelineGroup
Operose Advisors LLC4,302$171K0.06%+4513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,827$152K<0.01%+7413F-HR/ATimelineGroup
Tortoise Investment Management, LLC3,167$126K0.01%+1,49513F-HR/ATimeline
ARCADIA INVESTMENT ADVISORS LLC2,003$79.7K0.04%+1913F-HRTimeline
Robinswood Financial LLC1,985$79K0.03%+1413F-HRTimeline
FMR LLCin group FMR LLC1,497$59.6K<0.01%+87513F-HRTimelineGroup
TD Waterhouse Canada Inc.775$30.8K<0.01%-22513F-HRTimeline
AdvisorNet Financial, Inc721$28.7K<0.01%+10613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…680$27.1K<0.01%-713F-HRTimelineGroup
Hanson & Doremus Investment Management623$25K<0.01%+613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC586$23.3K<0.01%+44613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY556$22.2K<0.01%+113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG392$15.6K<0.01%+8413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$11.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.239$9.52K<0.01%-2913F-HRTimeline
Cranbrook Wealth Management, LLC228$9.08K<0.01%013F-HRTimeline
Mainstream Capital Management LLC228$9.08K0.01%new13F-HRTimeline
Larson Financial Group LLC72$2.86K<0.01%+113F-HRTimeline
Continuum Advisory, LLC65$2.58K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.