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Funds Holding EFIX

On this page, we present all of the funds holding EFIX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EFIX, with a link to that fund's top holdings. The next columns indicate the amount of EFIX stock held by each of the funds holding EFIX, followed by the EFIX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 9 funds holding EFIX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Sound Income Strategies LLC. For more details on the positions held by Sound Income Strategies LLC (or by any of the other funds holding EFIX), click the fund name in the "Holder" column of the funds-holding-EFIX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Sound Income Strategies LLC2,077,447$33,892 03/31/2024
     EFIX2,077,447$33,892 03/31/2024
Hedeker Wealth LLC75,705$1,235 03/31/2024
     EFIX75,705$1,235 03/31/2024
Jane Street Group LLC47,407$759 12/31/2023
     EFIX47,407$759 12/31/2023
Advisor Group Holdings Inc.1,390$22 12/31/2023
     EFIX1,390$22 12/31/2023
UBS Group AG1,136$18 12/31/2023
     EFIX1,136$18 12/31/2023
Beacon Capital Management LLC807$12 12/31/2023
     EFIX807$12 12/31/2023
Caitlin John LLC81$1 12/31/2023
     EFIX81$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     EFIX0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     EFIX1$0 12/31/2023
Ronald Blue Trust Inc.28$0 12/31/2023
     EFIX28$0 12/31/2023

See Summary: Institutional Holders of EFIX
See Details: Top 10 Hedge Funds Holding EFIX
Also See: EFIX Holdings Changes

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