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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

85 managers (85 13F filers) reported a position in EFAX shares at 2025-06-30, 4,172,174 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
85
13F filers
85
New
8
Added
40
Reduced
21
Sold out
9
Shares held by filers
4,172,174

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,376,427$65.2M0.14%-28,95313F-HRTimeline
Gemmer Asset Management LLC448,492$21.2M1.89%+46,14013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO276,775$13.1M0.23%+28,31713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/217,453$10.3M<0.01%+21,56413F-HRTimelineGroup
Leith Wheeler Investment Counsel Ltd.215,627$10.2M0.73%+3,61613F-HR/ATimeline
BAILARD, INC.166,888$7.9M0.18%+16,27013F-HRTimeline
LPL Financial LLC132,164$6.26M<0.01%-16,11013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO122,612$5.81M0.01%-4,03313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,992$4.97M<0.01%new13F-HRTimelineGroup
Composition Wealth, LLC104,176$4.93M0.08%-47,50113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,560$4.62M0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,923$3.41M<0.01%+11,02613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG60,387$2.86M<0.01%+25013F-HRTimelineGroup
Values Added Financial LLC57,113$2.7M1.31%+32,43313F-HRTimeline
Institute for Wealth Management, LLC.55,128$2.61M0.29%-30713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,623$2.49M<0.01%+30,44513F-HRTimelineGroup
Beacon Pointe Advisors, LLC39,065$1.85M0.02%+63113F-HRTimeline
HARBOUR INVESTMENTS, INC.33,598$1.59M0.04%-9013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD28,050$1.33M0.01%+2513F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.21,706$1.03M1.01%-44313F-HRTimeline
PROFFITT & GOODSON INC19,939$944K0.14%+1,71213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.19,775$937K0.81%+1,84913F-HRTimeline
Whipplewood Advisors, LLC19,490$923K0.51%+19,15513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,230$911K0.01%+58313F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC18,944$897K0.05%-613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT18,239$864K0.01%+1,39913F-HRTimeline
Arax Advisory Partners9,086$861K0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,640$835K<0.01%+44713F-HRTimelineGroup
FLOW TRADERS U.S. LLC16,898$800K0.03%-25,74413F-HRTimeline
Mariner, LLCin group Mariner, LLC16,609$787K<0.01%+3,66613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,330$726K<0.01%-1,88413F-HRTimelineGroup
NewEdge Advisors, LLC14,363$680K<0.01%-25513F-HRTimeline
Sensible Financial Planning & Managemen…13,872$657K0.12%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,780$653K0.13%+21113F-HRTimeline
Good Life Advisors, LLC12,905$611K0.04%+5,52513F-HRTimeline
MASECO LLP12,659$599K0.02%13F-HRTimeline
Bond & Devick Financial Network, Inc.11,803$559K0.19%+2,09513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,263$486K0.09%+3513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,501$450K<0.01%-10,02713F-HRTimelineGroup
Bridgewater Advisors Inc.9,374$441K0.03%+2,54613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,953$424K<0.01%-10,03613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,898$421K<0.01%+45613F-HRTimelineGroup
Hobbs Group Advisors, LLC8,735$414K0.14%+22113F-HRTimeline
Stonehearth Capital Management, LLC8,177$387K0.16%+2,86713F-HRTimeline
Insight Advisors, LLC/ PA8,127$385K0.06%-113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,892$374K<0.01%+84113F-HRTimeline
Boyd Wealth Management, LLC7,864$372K0.16%-5,96613F-HRTimeline
Operose Advisors LLC7,664$363K0.1%+12413F-HRTimeline
eCIO, Inc.7,315$346K0.15%+3413F-HRTimeline
Key Financial Inc7,214$342K0.07%013F-HRTimeline
Choate Investment Advisors7,038$333K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC6,869$325K0.02%-9813F-HRTimeline
Aufman Associates Inc6,841$324K0.2%+11113F-HRTimeline
Creative Planningin group Creative Planning6,808$322K<0.01%+7813F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC6,720$318K0.16%-30713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,524$309K<0.01%+4,81813F-HRTimelineGroup
HighTower Advisors, LLC6,205$294K<0.01%013F-HRTimeline
Clarion Wealth Managment Partners, LLC6,048$286K0.31%13F-HRTimeline
SCS Capital Management LLC5,797$275K<0.01%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,165$245K0.08%+45013F-HRTimeline
First Bancorp, Inc /ME/5,117$242K0.14%013F-HRTimeline
GenTrust, LLC4,750$225K0.01%+7713F-HRTimeline
Blue Zone Wealth Advisors, LLC4,560$216K0.05%new13F-HRTimeline
Diversified Enterprises, LLC4,515$214K0.02%-24513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,699$175K0.01%-1,44913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,406$161K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC3,191$151K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,108$147K<0.01%+1913F-HR/ATimelineGroup
Robinswood Financial LLC1,996$94.5K0.03%+613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,955$92.6K0.05%013F-HRTimeline
N.E.W. Advisory Services LLC1,833$86.8K0.01%+2113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,662$78.7K<0.01%+99213F-HRTimelineGroup
FMR LLCin group FMR LLC1,220$57.8K<0.01%-10813F-HRTimelineGroup
AdvisorNet Financial, Inc739$35K<0.01%+3713F-HRTimeline
TD Waterhouse Canada Inc.709$33.4K<0.01%013F-HRTimeline
Glenmede Investment Management, LP640$30.3K<0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC586$27.8K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC296$14.3K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$14.2K<0.01%013F-HR/ATimelineGroup
Cranbrook Wealth Management, LLC228$10.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.179$8.48K<0.01%-39213F-HRTimeline
Plante Moran Financial Advisors, LLC84$3.98K<0.01%new13F-HRTimeline
Larson Financial Group LLC73$3.46K<0.01%+113F-HRTimeline
Dunhill Financial, LLC15$710<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.