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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

89 managers (89 13F filers) reported a position in EFAX shares at 2025-12-31, 5,132,472 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
89
13F filers
89
New
10
Added
46
Reduced
20
Sold out
8
Shares held by filers
5,132,472

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,435,553$72.5M0.14%+28,65013F-HRTimeline
Gemmer Asset Management LLC661,907$33.4M2.58%+93,00013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO318,662$16.1M0.23%+16,90413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,545$14.1M<0.01%+42,25113F-HRTimelineGroup
Windmill Hill Asset Management Ltd227,939$11.5M2.69%new13F-HRTimeline
Leith Wheeler Investment Counsel Ltd.219,527$11.1M0.83%+3,90013F-HRTimeline
BAILARD, INC.197,825$9.98M0.22%+20,33113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…166,460$8.4M0.02%+68,90013F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO123,389$6.23M0.01%-6,25313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC120,644$6.09M0.01%+5,94113F-HRTimelineGroup
LPL Financial LLC119,804$6.05M<0.01%+61313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…116,694$5.89M0.01%-27,34013F-HRTimelineGroup
Composition Wealth, LLC102,473$5.17M0.07%-21513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,412$3.65M<0.01%+88713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC72,213$3.64M<0.01%+32,53913F-HRTimelineGroup
Values Added Financial LLC61,757$3.12M1.32%+2,97613F-HRTimeline
Mariner, LLCin group Mariner, LLC59,223$2.99M<0.01%+44,88113F-HRTimelineGroup
NEPC LLC53,260$2.69M0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG47,500$2.4M<0.01%-2613F-HRTimelineGroup
FLOW TRADERS U.S. LLC44,832$2.26M0.07%+11,43613F-HRTimeline
XPONANCE LLC40,172$2.03M0.02%-10,61313F-HRTimeline
HARBOUR INVESTMENTS, INC.35,674$1.8M0.04%+3,97013F-HRTimeline
TIFF ADVISORY SERVICES, LLC32,520$1.64M0.28%-111,96413F-HRTimeline
SB Capital Management Inc31,053$1.57M0.57%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD25,135$1.27M0.01%-2,91513F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.22,731$1.15M1.47%+34013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT22,131$1.12M0.02%+3,89213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,729$1.1M0.01%+2,40313F-HRTimelineGroup
PROFFITT & GOODSON INC20,565$1.04M0.15%+21713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.19,957$1.01M0.76%+18213F-HRTimeline
Whipplewood Advisors, LLC19,870$1M0.64%-42713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,800$999K<0.01%new13F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC19,542$986K0.05%+55213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,605$939K<0.01%+1,58013F-HRTimelineGroup
HighTower Advisors, LLC15,130$764K<0.01%+3,79813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,084$660K<0.01%+9,97613F-HRTimelineGroup
NewEdge Advisors, LLC12,054$608K<0.01%+613F-HRTimeline
Bond & Devick Financial Network, Inc.11,215$566K0.16%-55713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,525$531K0.09%-25213F-HRTimeline
Bridgewater Advisors Inc.9,374$486K0.03%013F-HRTimeline
Operose Advisors LLC9,443$477K0.11%+1,77913F-HRTimeline
Hobbs Group Advisors, LLC8,829$446K0.13%+9413F-HRTimeline
Stonehearth Capital Management, LLC8,808$445K0.16%+39413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,805$444K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,370$422K<0.01%-45213F-HRTimelineGroup
Boyd Wealth Management, LLC8,309$419K0.18%+29213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,143$411K<0.01%-58513F-HRTimelineGroup
Insight Advisors, LLC/ PA7,456$376K0.06%-25113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,318$369K<0.01%-56813F-HRTimeline
McIlrath & Eck, LLC7,251$366K0.03%+2,81513F-HRTimeline
Key Financial Inc7,214$364K0.07%013F-HRTimeline
Choate Investment Advisors7,043$355K0.01%+513F-HRTimeline
eCIO, Inc.7,035$355K0.17%+12813F-HRTimeline
Aufman Associates Inc6,967$352K0.18%+12613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC6,932$350K0.17%+9913F-HRTimeline
Creative Planningin group Creative Planning6,898$348K<0.01%+9013F-HRTimelineGroup
SCS Capital Management LLC6,785$342K<0.01%+98813F-HRTimeline
Beacon Pointe Advisors, LLC6,717$339K<0.01%-36,42213F-HRTimeline
SteelPeak Wealth, LLC6,524$329K0.01%+5013F-HRTimeline
Clarion Wealth Managment Partners, LLC5,845$295K0.27%-20313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,699$288K0.02%-58813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,090$257K0.07%-7513F-HRTimeline
GenTrust, LLC4,837$244K0.01%+8713F-HRTimeline
William Mack & Associates, Inc.4,663$235K0.11%new13F-HRTimeline
First Bancorp, Inc /ME/4,570$231K0.12%-54713F-HRTimeline
Blue Zone Wealth Advisors, LLC4,560$230K0.04%013F-HRTimeline
Wealthfront Advisers LLC4,387$221K<0.01%+32213F-HRTimeline
GTS SECURITIES LLC3,971$200K0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,879$196K0.09%+1,92413F-HRTimeline
Sankala Group LLC2,566$140K0.11%13F-HRTimeline
Robinswood Financial LLC1,987$100K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,966$99.2K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC1,783$90K0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,704$86K<0.01%-113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,668$84.2K<0.01%+613F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,273$64.3K<0.01%+5613F-HRTimelineGroup
AdvisorNet Financial, Inc797$40.2K<0.01%+3713F-HRTimeline
Golden State Wealth Management, LLC750$37.9K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.718$36.2K<0.01%+1313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC586$29.6K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC518$26.1K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…350$17.7K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC320$16.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$15.1K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC228$11.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC76$3.83K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.34$1.72K<0.01%+1713F-HRTimeline
Dunhill Financial, LLC15$757<0.01%013F-HRTimeline
Urban Financial Advisory Corp0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.