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Disclosery

EFAX SPDR INDEX SHS FDS

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ST STR MSCI EAFE (fund)

90 managers (90 13F filers) reported a position in EFAX shares at 2026-03-31, 4,988,772 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
90
13F filers
90
New
8
Added
31
Reduced
20
Sold out
7
Shares held by filers
4,988,772

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,431,679$71.3M0.13%-3,87413F-HRTimeline
Gemmer Asset Management LLC694,484$34.6M2.74%+32,57713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO349,248$17.4M0.26%+30,58613F-HRTimeline
BAILARD, INC.235,024$11.7M0.27%+37,19913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/234,628$11.7M<0.01%-44,91713F-HRTimelineGroup
Windmill Hill Asset Management Ltd227,939$11.3M3.54%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…166,460$8.28M0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC121,736$6.06M0.01%+1,09213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO120,310$5.99M0.01%-3,07913F-HRTimelineGroup
LPL Financial LLC119,774$5.96M<0.01%-3013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,545$5.45M<0.01%+37,33213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…95,995$4.78M0.01%-20,69913F-HRTimelineGroup
Composition Wealth, LLC92,969$4.63M0.06%-9,50413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,726$3.72M<0.01%+2,31413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC73,404$3.65M<0.01%+14,18113F-HRTimelineGroup
Values Added Financial LLC57,071$2.84M1.2%-4,68613F-HRTimeline
NEPC LLC53,260$2.65M0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,949$2.64M<0.01%+33,14913F-HRTimelineGroup
XPONANCE LLC41,164$2.05M0.01%+99213F-HRTimeline
FLOW TRADERS U.S. LLC37,172$1.85M0.06%-7,66013F-HRTimeline
HARBOUR INVESTMENTS, INC.37,029$1.84M0.03%+1,35513F-HRTimeline
TIFF ADVISORY SERVICES, LLC31,728$1.58M0.36%-79213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,884$1.54M<0.01%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD25,210$1.25M0.01%+7513F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.24,023$1.2M1.3%+1,29213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT22,131$1.1M0.02%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,757$1.1M0.01%+2813F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.20,839$1.04M0.76%+88213F-HRTimeline
PROFFITT & GOODSON INC19,974$994K0.15%-59113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC19,542$973K0.05%013F-HRTimeline
Whipplewood Advisors, LLC19,201$956K0.5%-66913F-HRTimeline
HighTower Advisors, LLC18,169$904K<0.01%+3,03913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,543$893K<0.01%-6213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,356$814K<0.01%+3,27213F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,336$664K<0.01%+6,61913F-HRTimeline
NewEdge Advisors, LLC12,442$619K<0.01%+38813F-HR/ATimeline
MASECO LLP12,275$611K0.02%new13F-HRTimeline
Bond & Devick Financial Network, Inc.11,482$571K0.16%+26713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,525$524K0.09%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,049$500K<0.01%+1,24413F-HRTimelineGroup
Operose Advisors LLC9,443$470K0.11%013F-HRTimeline
Bridgewater Advisors Inc.8,270$442K0.03%-1,10413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,873$442K<0.01%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC8,829$439K0.13%013F-HRTimeline
Boyd Wealth Management, LLC8,163$406K0.17%-14613F-HRTimeline
Insight Advisors, LLC/ PA7,561$376K0.07%+10513F-HRTimeline
Choate Investment Advisors7,378$367K0.01%+33513F-HRTimeline
eCIO, Inc.7,288$363K0.16%+25313F-HRTimeline
Key Financial Inc7,214$359K0.06%013F-HRTimeline
McIlrath & Eck, LLC7,208$359K0.03%-4313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,132$355K<0.01%-18613F-HRTimeline
Aufman Associates Inc6,967$347K0.17%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC6,932$345K0.17%013F-HRTimeline
Creative Planningin group Creative Planning6,898$343K<0.01%013F-HRTimelineGroup
SCS Capital Management LLC6,785$338K<0.01%013F-HRTimeline
William Mack & Associates, Inc.6,664$332K0.19%+2,00113F-HRTimeline
SteelPeak Wealth, LLC6,524$325K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,953$296K<0.01%-2,19013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,934$295K<0.01%-2,43613F-HRTimelineGroup
Clarion Wealth Managment Partners, LLC5,845$291K0.26%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,699$284K0.02%013F-HRTimeline
Diversified Enterprises, LLC5,450$271K0.01%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,370$267K0.08%+28013F-HRTimeline
GenTrust, LLC4,837$241K0.01%013F-HRTimeline
First Bancorp, Inc /ME/4,570$227K0.11%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,560$227K0.05%013F-HRTimeline
BURNS J W & CO INC/NY4,550$226K0.03%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,917$195K0.09%+3813F-HRTimeline
Sankala Group LLC2,996$145K0.12%+43013F-HRTimeline
Robinswood Financial LLC1,987$98.9K0.03%013F-HR/ATimeline
N.E.W. Advisory Services LLC1,832$91.2K0.01%+4913F-HRTimeline
FMR LLCin group FMR LLC1,790$89.1K<0.01%+51713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,704$84.8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,671$83.1K<0.01%+313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,610$80.1K<0.01%-45,89013F-HRTimelineGroup
GW&K Investment Management, LLC962$48K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc834$41.5K<0.01%+3713F-HRTimeline
Golden State Wealth Management, LLC750$37.3K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.718$36.2K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC421$21K<0.01%-16513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…350$17.7K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC320$15.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$14.9K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC296$14.7K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC228$11.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC96$4.78K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.34$1.69K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$746<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC12$597<0.01%13F-HRTimelineGroup
Urban Financial Advisory Corp0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.