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

147 institutions reported holding $454.6M of EFIV (EFIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of Italy ($56.2M), Olde Wealth Management, LLC ($38.6M), TOMPKINS FINANCIAL CORP ($31.0M), Koss-Olinger Consulting, LLC ($29.7M), Baltimore-Washington Financial Advisors, Inc. ($29.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bank of Italy$56.2M771,136Hold
2Olde Wealth Management, LLC$38.6M528,913Added
3TOMPKINS FINANCIAL CORP$31.0M425,668Added
4Koss-Olinger Consulting, LLC$29.7M407,529Trimmed
5Baltimore-Washington Financial Advisors, Inc.$29.4M403,748Added
6LPL Financial LLC$25.3M346,408Added
7Systelligence, LLC$20.8M284,700New
8Allworth Financial LP$16.4M224,885Added
9PRINCIPAL FINANCIAL GROUP INC$14.3M195,483Added
10SOA Wealth Advisors, LLC.$12.1M165,919Trimmed
11RETIREMENT CAPITAL STRATEGIES$11.4M156,774Trimmed
12Laurel Wealth Planning LLC$11.3M155,404Trimmed
13Private Advisor Group, LLC$7.2M99,044Trimmed
14Blue Edge Capital, LLC$7.0M96,463Added
15Financial Engines Advisors L.L.C.$6.9M94,176Trimmed
16Integrated Wealth Concepts LLC$6.6M90,608Added
17GAM Holding AG$5.5M75,715Hold
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.1M70,134Added
19MEITAV INVESTMENT HOUSE LTD$4.3M58,805Added
20Gradient Investments LLC$4.2M58,090Added
21Equitable Holdings, Inc.$4.0M54,253Trimmed
22Bank of New York Mellon Corp$3.9M53,172Trimmed
23RAYMOND JAMES FINANCIAL INC$3.9M53,055Added
24HighTower Advisors, LLC$3.8M51,570Added
25BIRCHBROOK, INC.$3.5M47,396Trimmed

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