EFAD(EFAD)
EFAD
Institutional Ownership
Top 47 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 283.86K | Jun 30, 26 | -1.69K | 20.29% |
| Key FInancial Inc | 109.69K | Jun 30, 26 | +17.02K | 7.84% |
| RAYMOND JAMES FINANCIAL INC | 96.76K | Jun 30, 26 | -30.97K | 6.92% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 85.00K | Jun 30, 26 | +4.95K | 6.08% |
| Anson Capital, Inc. | 44.64K | Jun 30, 26 | +23.47K | 3.19% |
| BANK OF AMERICA CORP /DE/ | 39.39K | Jun 30, 26 | -4.80K | 2.82% |
| Sanctuary Advisors, LLC | 21.05K | Jun 30, 26 | +918 | 1.51% |
| LPL Financial LLC | 18.17K | Jun 30, 26 | +825 | 1.30% |
| WELLS FARGO & COMPANY/MN | 14.96K | Jun 30, 26 | -476 | 1.07% |
| Cetera Investment Advisers | 13.24K | Jun 30, 26 | -63 | 0.95% |
| ROYAL BANK OF CANADA | 13.08K | Jun 30, 26 | +3.30K | 0.94% |
| Heritage Wealth Management, Inc. | 10.78K | Jun 30, 26 | -150 | 0.77% |
| UBS Group AG | 9.07K | Jun 30, 26 | -- | 0.65% |
| SFI Advisors, LLC | 8.53K | Jun 30, 26 | -- | 0.61% |
| Capital Square, LLC | 7.81K | Jun 30, 26 | +663 | 0.56% |
| MWA Asset Management | 7.58K | Jun 30, 26 | -213 | 0.54% |
| AMERIPRISE FINANCIAL INC | 7.19K | Jun 30, 26 | +186 | 0.51% |
| SMITH, MOORE & CO. | 6.99K | Jun 30, 26 | +4 | 0.50% |
| Cambridge Investment Research Advisors, Inc. | 5.94K | Jun 30, 26 | +5 | 0.42% |
| JONES FINANCIAL COMPANIES LLLP | 5.93K | Jun 30, 26 | +166 | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 3.37K | Jun 30, 26 | -227 | 0.24% |
| FIFTH THIRD BANCORP | 1.33K | Jun 30, 26 | -- | 0.10% |
| Aptus Capital Advisors, LLC | 444 | Jun 30, 26 | -- | 0.03% |
| ASSETMARK, INC | 6 | Jun 30, 26 | -- | 0.00% |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -30.10K | -- |
| Golden State Wealth Management, LLC | -- | Jun 30, 26 | -5 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -9.63K | -- |
| CWM, LLC | 183 | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 1.33K | Dec 31, 25 | -- | 0.10% |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -533 | -- |
| Raymond James Financial Services Advisors, Inc. | 121.53K | Sep 30, 24 | +83 | 8.69% |
| RAYMOND JAMES & ASSOCIATES | 48.88K | Sep 30, 24 | -359 | 3.49% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -108 | -- |
| Cetera Advisors LLC | 76.47K | Mar 31, 24 | +76.47K | 5.47% |
| Retirement Group, LLC | 26 | Mar 31, 24 | +26 | 0.00% |
| 55I, LLC | 31.38K | Sep 30, 22 | -3.24K | 2.24% |
| American Portfolios Advisors | 2.50K | Sep 30, 22 | +2.50K | 0.18% |
| KINGS POINT CAPITAL MANAGEMENT | 899 | Mar 31, 22 | -- | 0.06% |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -8.20K | -- |
| First Allied Advisory Services, Inc. | 62.20K | Sep 30, 20 | +1.38K | 4.45% |
| Advisor Group, Inc. | 8.38K | Dec 31, 19 | -3.85K | 0.60% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 781 | Dec 31, 19 | +513 | 0.06% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -5.67K | -- |
| Commonwealth Equity Services, Inc | 20.24K | Jun 30, 17 | +11.88K | 1.45% |
| MSI Financial Services Inc | 69 | Dec 31, 16 | -20 | 0.00% |
| SOCIETE GENERALE | 200.00K | Jun 30, 16 | +200.00K | 14.30% |
| UBS AG | 649 | Sep 30, 14 | +649 | 0.05% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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