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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

83 managers (83 13F filers) reported a position in EFAX shares at 2025-03-31, 4,138,454 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
83
13F filers
83
New
8
Added
30
Reduced
29
Sold out
2
Shares held by filers
4,138,454

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,405,380$60.4M0.14%-30,40813F-HRTimeline
Gemmer Asset Management LLC402,352$17.3M1.73%+17,08113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO248,458$10.7M0.2%+8,29213F-HRTimeline
Leith Wheeler Investment Counsel Ltd.212,011$9.11M0.63%-11,41713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,889$8.42M<0.01%+38,13713F-HRTimelineGroup
Composition Wealth, LLC151,677$6.52M0.13%-50313F-HRTimeline
BAILARD, INC.150,618$6.47M0.17%+14,25013F-HRTimeline
LPL Financial LLC148,274$6.37M<0.01%-11,56813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO126,645$5.44M0.01%-71513F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC99,972$4.29M0.01%+32113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,560$4.19M0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,897$2.62M<0.01%+94213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG60,137$2.58M<0.01%+59,74513F-HRTimelineGroup
Institute for Wealth Management, LLC.55,435$2.38M0.31%-1,21513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP48,016$2.06M0.03%+11,83513F-HRTimeline
FLOW TRADERS U.S. LLC42,642$1.83M0.08%new13F-HRTimeline
Beacon Pointe Advisors, LLC38,434$1.65M0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.33,688$1.45M0.04%+3,81513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD28,025$1.2M0.01%-85013F-HRTimelineGroup
Values Added Financial LLC24,680$1.06M0.59%+5013F-HRTimeline
Ethic Inc.23,131$995K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,178$953K<0.01%-30,48813F-HR/ATimelineGroup
MARQUETTE ASSOCIATES, INC.22,149$952K0.95%-1,79913F-HRTimeline
Whipplewood Advisors, LLC335$926K0.66%-20,91813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,528$839K<0.01%-8,60713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,989$816K<0.01%-8,45113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC18,950$814K0.06%-3213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,647$801K0.01%+2,75313F-HRTimelineGroup
PROFFITT & GOODSON INC18,227$783K0.13%+7,59913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,926$770K0.71%+113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,214$740K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,193$739K<0.01%+5913F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT16,840$723K0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.16,428$719K0.24%-2,24113F-HRTimeline
NewEdge Advisors, LLC14,618$628K<0.01%+20813F-HRTimeline
Boyd Wealth Management, LLC13,830$594K0.3%+7,34513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,569$583K0.13%+41413F-HRTimeline
Mariner, LLCin group Mariner, LLC12,943$556K<0.01%-8413F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC10,228$439K0.09%+1,18513F-HRTimeline
Bond & Devick Financial Network, Inc.9,708$417K0.15%+1,05713F-HRTimeline
Urban Financial Advisory Corp8,514$366K0.2%013F-HRTimeline
Hobbs Group Advisors, LLC8,514$366K0.14%+89113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,442$363K<0.01%-21,09213F-HRTimelineGroup
Insight Advisors, LLC/ PA8,128$349K0.06%+1,57913F-HRTimeline
Operose Advisors LLC7,540$324K0.11%+3,23813F-HRTimeline
Good Life Advisors, LLC7,380$317K0.02%-31813F-HRTimeline
eCIO, Inc.7,281$313K0.1%13F-HRTimeline
Key Financial Inc7,214$310K0.07%013F-HRTimeline
Bridgewater Advisors Inc.6,828$306K0.03%-7,82213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,093$305K0.02%-18613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,051$303K<0.01%+42513F-HRTimeline
Choate Investment Advisors7,038$302K0.01%-47613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC7,027$302K0.16%-21213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC6,967$299K0.02%+70013F-HRTimeline
Aufman Associates Inc6,730$289K0.2%013F-HRTimeline
Creative Planningin group Creative Planning6,730$289K<0.01%-6813F-HRTimelineGroup
HighTower Advisors, LLC6,205$267K<0.01%013F-HRTimeline
SCS Capital Management LLC5,797$249K<0.01%new13F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.5,687$244K<0.01%+2413F-HRTimeline
Stonehearth Capital Management, LLC5,310$228K0.09%-1,96413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,148$221K0.01%+5013F-HRTimelineGroup
First Bancorp, Inc /ME/5,117$220K0.14%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,715$212K0.08%new13F-HRTimeline
Diversified Enterprises, LLC4,760$204K0.02%new13F-HRTimeline
GenTrust, LLC4,673$201K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC3,191$137K0.01%+2413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,089$133K<0.01%-73813F-HRTimelineGroup
Robinswood Financial LLC1,990$85.5K0.03%+513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,955$84K0.05%-4813F-HRTimeline
N.E.W. Advisory Services LLC1,812$77.8K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,706$73.3K<0.01%+1,15013F-HRTimelineGroup
FMR LLCin group FMR LLC1,328$57K<0.01%-16913F-HRTimelineGroup
TD Waterhouse Canada Inc.709$30.4K<0.01%-6613F-HRTimeline
AdvisorNet Financial, Inc702$30.2K<0.01%-1913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…670$28.8K<0.01%-1013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC586$25.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.571$24.5K<0.01%+33213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$12.9K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC228$9.79K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC170$7.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC72$3.09K<0.01%013F-HRTimeline
Continuum Advisory, LLC65$2.78K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.