Who Owns EFAV (EFAV)? -- Institutional Holders (2026-06-30)

581 institutions reported holding $3.55B of EFAV (EFAV) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($641.7M), BANK OF AMERICA CORP /DE/ ($320.2M), BlackRock, Inc. ($320.1M), MORGAN STANLEY ($231.1M), Wharton Business Group, LLC ($146.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$641.7M7.3MTrimmed
2BANK OF AMERICA CORP /DE/$320.2M3.7MTrimmed
3BlackRock, Inc.$320.1M3.6MAdded
4MORGAN STANLEY$231.1M2.6MAdded
5Wharton Business Group, LLC$146.6M1.7MTrimmed
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$96.4M1.1MTrimmed
7ENVESTNET ASSET MANAGEMENT INC$90.9M1.0MTrimmed
8LPL Financial LLC$81.8M932,387Trimmed
9Financial Engines Advisors L.L.C.$68.4M779,547Added
10SECURIAN ASSET MANAGEMENT, INC$64.0M702,769Hold
11UBS Group AG$59.9M683,106Trimmed
12SEI INVESTMENTS CO$59.6M679,207Added
13WELLS FARGO & COMPANY/MN$57.1M650,611Trimmed
14RAYMOND JAMES FINANCIAL INC$55.8M636,096Added
15AMERIPRISE FINANCIAL INC$50.5M575,586Trimmed
16Royal Bank of Canada$42.8M487,681Trimmed
17Cambridge Investment Research Advisors, Inc.$38.5M439,002Added
18ASSETMARK, INC$37.2M424,169Added
19MERCER GLOBAL ADVISORS INC /ADV$33.5M381,992Trimmed
20Summit Financial, LLC$33.0M376,075Added
21Amundi$32.9M375,150Added
22Creative Planning$32.7M373,286Trimmed
23Cetera Investment Advisers$31.9M363,824Added
24ALLIANCEBERNSTEIN L.P.$29.3M320,615Added
25Facet Wealth, Inc.$26.8M305,572Added

Source: SEC Form 13F filings · as of 2026-06-30