HoldingsChannel.com
On this page, we present all of the funds holding EFIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EFIV, with a link to that fund's top holdings. The next columns indicate the amount of EFIV stock held by each of the funds holding EFIV, followed by the EFIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 81 funds holding EFIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of Italy. For more details on the positions held by Bank of Italy (or by any of the other funds holding EFIV), click the fund name in the "Holder" column of the funds-holding-EFIV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of Italy | 771,136 | $35,626 | 12/31/2023 |
| EFIV | 771,136 | $35,626 | 12/31/2023 |
| Retirement Capital Strategies | 710,516 | $32,826 | 12/31/2023 |
| EFIV | 710,516 | $32,826 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 454,324 | $20,990 | 12/31/2023 |
| EFIV | 454,324 | $20,990 | 12/31/2023 |
| Baltimore Washington Financial Advisors Inc. | 367,336 | $16,971 | 12/31/2023 |
| EFIV | 367,336 | $16,971 | 12/31/2023 |
| Laurel Wealth Planning LLC | 226,283 | $11,459 | 03/31/2024 |
| EFIV | 226,283 | $11,459 | 03/31/2024 |
| Principal Financial Group Inc. | 204,062 | $10,334 | 03/31/2024 |
| EFIV | 204,062 | $10,334 | 03/31/2024 |
| LPL Financial LLC | 150,073 | $6,933 | 12/31/2023 |
| EFIV | 150,073 | $6,933 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 87,508 | $4,043 | 12/31/2023 |
| EFIV | 87,508 | $4,043 | 12/31/2023 |
| Blue Edge Capital LLC | 77,052 | $3,560 | 12/31/2023 |
| EFIV | 77,052 | $3,560 | 12/31/2023 |
| Gradient Investments LLC | 69,874 | $3,538 | 03/31/2024 |
| EFIV | 69,874 | $3,538 | 03/31/2024 |
| One Capital Management LLC | 56,494 | $2,610 | 12/31/2023 |
| EFIV | 56,494 | $2,610 | 12/31/2023 |
| Pinebridge Investments L.P. | 53,337 | $2,464 | 12/31/2023 |
| EFIV | 53,337 | $2,464 | 12/31/2023 |
| Financial Services Advisory Inc | 50,919 | $2,352 | 12/31/2023 |
| EFIV | 50,919 | $2,352 | 12/31/2023 |
| CI Private Wealth LLC | 50,778 | $2,346 | 12/31/2023 |
| EFIV | 50,778 | $2,346 | 12/31/2023 |
| Bank of New York Mellon Corp | 36,776 | $1,862 | 03/31/2024 |
| EFIV | 36,776 | $1,862 | 03/31/2024 |
| Armbruster Capital Management Inc. | 35,950 | $1,661 | 12/31/2023 |
| EFIV | 35,950 | $1,661 | 12/31/2023 |
| Private Advisor Group LLC | 31,960 | $1,477 | 12/31/2023 |
| EFIV | 31,960 | $1,477 | 12/31/2023 |
| HighTower Advisors LLC | 30,663 | $1,415 | 12/31/2023 |
| EFIV | 30,663 | $1,415 | 12/31/2023 |
| US Financial Advisors LLC | 30,533 | $1,411 | 12/31/2023 |
| EFIV | 30,533 | $1,411 | 12/31/2023 |
| Equitable Holdings Inc. | 29,897 | $1,381 | 12/31/2023 |
| EFIV | 29,897 | $1,381 | 12/31/2023 |
| Bank of America Corp DE | 28,861 | $1,333 | 12/31/2023 |
| EFIV | 28,861 | $1,333 | 12/31/2023 |
| Creative Planning | 28,484 | $1,316 | 12/31/2023 |
| EFIV | 28,484 | $1,316 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 25,883 | $1,311 | 03/31/2024 |
| EFIV | 25,883 | $1,311 | 03/31/2024 |
| Advisor Group Holdings Inc. | 24,381 | $1,126 | 12/31/2023 |
| EFIV | 24,381 | $1,126 | 12/31/2023 |
| Mariner LLC | 24,098 | $1,113 | 12/31/2023 |
| EFIV | 24,098 | $1,113 | 12/31/2023 |
| Focus Financial Network Inc. | 21,282 | $1,029 | 03/31/2024 |
| EFIV | 21,282 | $1,029 | 03/31/2024 |
| Focus Financial Network Inc. ADV | 20,471 | $946 | 12/31/2023 |
| EFIV | 20,471 | $946 | 12/31/2023 |
| Retirement Income Solutions Inc | 20,362 | $941 | 12/31/2023 |
| EFIV | 20,362 | $941 | 12/31/2023 |
| Jane Street Group LLC | 20,279 | $937 | 12/31/2023 |
| EFIV | 20,279 | $937 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 18,015 | $832 | 12/31/2023 |
| EFIV | 18,015 | $832 | 12/31/2023 |
| Veracity Capital LLC | 15,975 | $809 | 03/31/2024 |
| EFIV | 15,975 | $809 | 03/31/2024 |
| Susquehanna International Group LLP | 17,327 | $801 | 12/31/2023 |
| EFIV | 17,327 | $801 | 12/31/2023 |
| Raymond James & Associates | 14,623 | $741 | 03/31/2024 |
| EFIV | 14,623 | $741 | 03/31/2024 |
| Wells Fargo & Company MN | 15,593 | $720 | 12/31/2023 |
| EFIV | 15,593 | $720 | 12/31/2023 |
| Cetera Investment Advisers | 13,840 | $639 | 12/31/2023 |
| EFIV | 13,840 | $639 | 12/31/2023 |
| Prudential Financial Inc. | 13,500 | $624 | 12/31/2023 |
| EFIV | 13,500 | $624 | 12/31/2023 |
| Two Sigma Investments LP | 13,000 | $601 | 12/31/2023 |
| EFIV | 13,000 | $601 | 12/31/2023 |
| Zurich Insurance Group Ltd FI | 12,516 | $580 | 12/31/2023 |
| EFIV | 12,516 | $580 | 12/31/2023 |
| Fort Point Capital Partners LLC | 12,105 | $559 | 12/31/2023 |
| EFIV | 12,105 | $559 | 12/31/2023 |
| Warren Street Wealth Advisors LLC | 11,891 | $549 | 12/31/2023 |
| EFIV | 11,891 | $549 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 10,040 | $508 | 03/31/2024 |
| EFIV | 10,040 | $508 | 03/31/2024 |
| OmniStar Financial Group Inc. | 9,960 | $504 | 03/31/2024 |
| EFIV | 9,960 | $504 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 9,924 | $503 | 03/31/2024 |
| EFIV | 9,924 | $503 | 03/31/2024 |
| R. W. Roge & Company Inc. | 10,041 | $463 | 12/31/2023 |
| EFIV | 10,041 | $463 | 12/31/2023 |
| Sage Advisory Services Ltd.Co. | 9,048 | $458 | 03/31/2024 |
| EFIV | 9,048 | $458 | 03/31/2024 |
| Single Point Partners LLC | 8,785 | $445 | 03/31/2024 |
| EFIV | 8,785 | $445 | 03/31/2024 |
| Envestnet Asset Management Inc. | 9,521 | $440 | 12/31/2023 |
| EFIV | 9,521 | $440 | 12/31/2023 |
| Journey Strategic Wealth LLC | 9,134 | $422 | 12/31/2023 |
| EFIV | 9,134 | $422 | 12/31/2023 |
| Denver Wealth Management Inc. | 8,249 | $418 | 03/31/2024 |
| EFIV | 8,249 | $418 | 03/31/2024 |
| Kingsview Wealth Management LLC | 8,980 | $415 | 12/31/2023 |
| EFIV | 8,980 | $415 | 12/31/2023 |
| Commonwealth Equity Services LLC | 7,807 | $395 | 03/31/2024 |
| EFIV | 7,807 | $395 | 03/31/2024 |
| ST Germain D J Co. Inc. | 7,555 | $383 | 03/31/2024 |
| EFIV | 7,555 | $383 | 03/31/2024 |
| Operose Advisors LLC | 8,190 | $378 | 12/31/2023 |
| EFIV | 8,190 | $378 | 12/31/2023 |
| WNY Asset Management LLC | 8,136 | $376 | 12/31/2023 |
| EFIV | 8,136 | $376 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 7,485 | $345 | 12/31/2023 |
| EFIV | 7,485 | $345 | 12/31/2023 |
| KWB Wealth | 6,736 | $341 | 03/31/2024 |
| EFIV | 6,736 | $341 | 03/31/2024 |
| Raymond James Trust N.A. | 6,653 | $337 | 03/31/2024 |
| EFIV | 6,653 | $337 | 03/31/2024 |
| Marshall Financial Group LLC | 6,557 | $332 | 03/31/2024 |
| EFIV | 6,557 | $332 | 03/31/2024 |
| Goldman Sachs Group Inc. | 7,190 | $332 | 12/31/2023 |
| EFIV | 7,190 | $332 | 12/31/2023 |
| CWM LLC | 4,762 | $241 | 03/31/2024 |
| EFIV | 4,762 | $241 | 03/31/2024 |
| Citadel Advisors LLC | 5,189 | $240 | 12/31/2023 |
| EFIV | 5,189 | $240 | 12/31/2023 |
| Zhang Financial LLC | 4,544 | $230 | 03/31/2024 |
| EFIV | 4,544 | $230 | 03/31/2024 |
| Brave Asset Management Inc. | 4,865 | $225 | 12/31/2023 |
| EFIV | 4,865 | $225 | 12/31/2023 |
| Chicago Capital LLC | 4,090 | $207 | 03/31/2024 |
| EFIV | 4,090 | $207 | 03/31/2024 |
| GWM Advisors LLC | 4,287 | $198 | 12/31/2023 |
| EFIV | 4,287 | $198 | 12/31/2023 |
| Allworth Financial LP | 3,191 | $162 | 03/31/2024 |
| EFIV | 3,191 | $162 | 03/31/2024 |
| Morgan Stanley | 2,962 | $137 | 12/31/2023 |
| EFIV | 2,962 | $137 | 12/31/2023 |
| Wells Financial Advisors INC | 2,538 | $117 | 12/31/2023 |
| EFIV | 2,538 | $117 | 12/31/2023 |
| Tower Research Capital LLC TRC | 2,510 | $116 | 12/31/2023 |
| EFIV | 2,510 | $116 | 12/31/2023 |
| Hills Bank & Trust Co | 2,366 | $109 | 12/31/2023 |
| EFIV | 2,366 | $109 | 12/31/2023 |
| Aptus Capital Advisors LLC | 1,041 | $48 | 12/31/2023 |
| EFIV | 1,041 | $48 | 12/31/2023 |
| Guardian Wealth Advisors LLC NC | 1,041 | $48 | 12/31/2023 |
| EFIV | 1,041 | $48 | 12/31/2023 |
| AdvisorNet Financial Inc | 617 | $31 | 03/31/2024 |
| EFIV | 617 | $31 | 03/31/2024 |
| Royal Bank of Canada | 599 | $28 | 12/31/2023 |
| EFIV | 599 | $28 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 254 | $13 | 03/31/2024 |
| EFIV | 254 | $13 | 03/31/2024 |
| Tradewinds Capital Management LLC | 215 | $11 | 03/31/2024 |
| EFIV | 215 | $11 | 03/31/2024 |
| Geneos Wealth Management Inc. | 178 | $8 | 12/31/2023 |
| EFIV | 178 | $8 | 12/31/2023 |
| Horizon Financial Services LLC | 113 | $6 | 03/31/2024 |
| EFIV | 113 | $6 | 03/31/2024 |
| Tidemark LLC | 109 | $5 | 12/31/2023 |
| EFIV | 109 | $5 | 12/31/2023 |
| Focused Wealth Management Inc | 78 | $4 | 12/31/2023 |
| EFIV | 78 | $4 | 12/31/2023 |
| First Horizon Advisors Inc. | 1 | $0 | 03/31/2024 |
| EFIV | 1 | $0 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| EFIV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of EFIV
See Details: Top 10 Hedge Funds Holding EFIV
Also See: EFIV Holdings Changes
 Free EFIV Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
