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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

86 managers (86 13F filers) reported a position in EFAX shares at 2025-09-30, 5,611,189 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
86
13F filers
86
New
13
Added
23
Reduced
24
Sold out
10
Shares held by filers
5,611,189

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,406,903$69.4M0.14%+30,47613F-HRTimeline
Arax Advisory Partners886,697$39M0.56%+877,61113F-HRTimeline
Gemmer Asset Management LLC568,907$28.1M2.26%+120,41513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO301,758$14.9M0.22%+24,98313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,294$11.7M<0.01%+19,84113F-HR/ATimelineGroup
Leith Wheeler Investment Counsel Ltd.215,627$10.6M0.72%013F-HRTimeline
BAILARD, INC.177,494$8.75M0.19%+10,60613F-HRTimeline
TIFF ADVISORY SERVICES, LLC144,484$7.13M1.48%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…144,034$7.1M0.01%+135,13613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO129,642$6.39M0.01%+7,03013F-HRTimelineGroup
LPL Financial LLC119,191$5.88M<0.01%-12,97313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC114,703$5.66M0.01%new13F-HRTimelineGroup
Composition Wealth, LLC102,688$5.06M0.08%-1,48813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,560$4.81M0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,525$3.53M<0.01%-39813F-HRTimelineGroup
Values Added Financial LLC58,781$2.9M1.29%+1,66813F-HRTimeline
Institute for Wealth Management, LLC.55,005$2.71M0.28%-12313F-HRTimeline
NEPC LLC53,260$2.63M0.07%new13F-HRTimeline
XPONANCE LLC50,785$2.5M0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG47,526$2.34M<0.01%-12,86113F-HRTimelineGroup
Beacon Pointe Advisors, LLC43,139$2.13M0.02%+4,07413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,674$1.96M<0.01%-65,31813F-HRTimelineGroup
FLOW TRADERS U.S. LLC33,396$1.65M0.07%+16,49813F-HRTimeline
HARBOUR INVESTMENTS, INC.31,704$1.56M0.04%-1,89413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD28,050$1.38M0.01%013F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.22,391$1.1M1.33%+68513F-HRTimeline
PROFFITT & GOODSON INC20,348$1M0.14%+40913F-HRTimeline
Whipplewood Advisors, LLC20,297$1M0.66%+80713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.19,775$975K0.78%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,326$953K0.01%+9613F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC18,990$936K0.05%+4613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT18,239$899K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,025$840K<0.01%-61513F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,220$751K<0.01%-11013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,342$707K<0.01%-2,26713F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV13,309$661K0.13%-47113F-HRTimeline
NewEdge Advisors, LLC12,048$594K<0.01%-2,31513F-HRTimeline
Bond & Devick Financial Network, Inc.11,772$581K0.17%-3113F-HRTimeline
HighTower Advisors, LLC11,332$559K<0.01%+5,12713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,777$531K0.09%+51413F-HRTimeline
Bridgewater Advisors Inc.9,374$463K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,822$435K<0.01%-67913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,805$434K<0.01%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC8,735$431K0.13%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,728$430K<0.01%-22513F-HRTimelineGroup
Stonehearth Capital Management, LLC8,414$415K0.16%+23713F-HRTimeline
Boyd Wealth Management, LLC8,017$395K0.17%+15313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,886$389K<0.01%-613F-HRTimeline
Insight Advisors, LLC/ PA7,707$380K0.06%-42013F-HRTimeline
Operose Advisors LLC7,664$378K0.09%013F-HRTimeline
Key Financial Inc7,214$358K0.07%013F-HRTimeline
Choate Investment Advisors7,038$347K0.01%013F-HRTimeline
eCIO, Inc.6,907$341K0.13%-40813F-HRTimeline
Aufman Associates Inc6,841$337K0.19%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC6,833$337K0.17%+11313F-HRTimeline
Creative Planningin group Creative Planning6,808$336K<0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC6,474$319K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC6,287$310K0.02%-58213F-HRTimeline
Clarion Wealth Managment Partners, LLC6,048$298K0.29%013F-HRTimeline
SCS Capital Management LLC5,797$286K<0.01%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,165$255K0.08%013F-HRTimeline
First Bancorp, Inc /ME/5,117$252K0.13%013F-HRTimeline
GenTrust, LLC4,750$234K0.01%013F-HRTimeline
Diversified Enterprises, LLC4,670$230K0.02%+15513F-HRTimeline
Blue Zone Wealth Advisors, LLC4,560$225K0.04%013F-HRTimeline
McIlrath & Eck, LLC4,436$219K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp4,156$205K0.03%new13F-HRTimeline
Wealthfront Advisers LLC4,065$200K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC3,191$157K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,108$151K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC1,955$96.4K0.05%013F-HRTimeline
N.E.W. Advisory Services LLC1,781$87.8K0.01%-5213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,705$84.1K<0.01%-4,81913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,662$82K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,217$60K<0.01%-313F-HRTimelineGroup
Root Financial Partners, LLC1,084$53.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc760$37.5K<0.01%+2113F-HRTimeline
TD Waterhouse Canada Inc.705$35.6K<0.01%-413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC586$28.9K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC320$15.8K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$14.8K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC228$11.2K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV219$11K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.17$838<0.01%-16213F-HRTimeline
Dunhill Financial, LLC15$740<0.01%013F-HRTimeline
Urban Financial Advisory Corp0$10<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.