13F institutional ownership facts
Institutions tracked
18
Reported value
$2,585,321.00
Reported shares
62,357
Latest filing period
Q2 2026
Top institutional holders
- Two Sigma Investments · $2,585,321 · <0.01%%
- Wellington Management · $11,570,781 · <0.01%%
- Ken Griffin - Citadel Advisors · $1,393,139 · <0.01%%
- Cliff Asness - AQR Capital Management · $829,250 · <0.01%%
- Geode Capital Management · $4,903,632 · <0.01%%
- Larry Fink - BlackRock · $14,314,811 · <0.01%%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
$EFSI
Institutional Holdings
18
Top Institutions
Top Institutions
Two Sigma Investments
62,357 shares
NaN%
% of Portfolio
Wellington Management
279,083 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
33,602 shares
NaN%
% of Portfolio
Cliff Asness - AQR Capital Management
20,001 shares
NaN%
% of Portfolio
Geode Capital Management
118,250 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
345,268 shares
NaN%
% of Portfolio
UBS Group
28,853 shares
NaN%
% of Portfolio
Northern Trust Corp
37,063 shares
NaN%
% of Portfolio
Nuveen
11,345 shares
NaN%
% of Portfolio
State Street Corp
90,307 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
21,528 shares
NaN%
% of Portfolio
Charles Schwab
13,488 shares
NaN%
% of Portfolio
Morgan Stanley
27,997 shares
NaN%
% of Portfolio
BNP Paribas
487 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
2,124 shares
NaN%
% of Portfolio
Legal & General
415 shares
NaN%
% of Portfolio
PNC Financial Services
47 shares
NaN%
% of Portfolio
Israel Englander - Millennium Management
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
40%
LARGE
35%
MEDIUM
20%
SMALL
5%
Geographic Distribution
Institutional Activity
Buyers
35
Sellers
30
Holders
65
New
13
Exited
12
Insider TradingPRO
Trading Statistics
Insider Buyers
13
Insider Sellers
30
Purchase Value
$35.5M
Role Distribution
RatingPRO
85
A
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
10
Increased
25
Decreased
8
Exited
4
Total
55