EFC institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

228 institutional managers reported holding EFC for the quarter ended Mar 31, 2026. Together they hold about 50% of shares outstanding; the top 10 hold 36%. 36 opened new positions; 56 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock19.70M16.02%$233.4Madded +18.5%2019 Q1
Vanguard Group8.00M6.50%$94.7Madded +14.2%2019 Q1
State Street4.61M3.75%$54.6Madded +21.9%2019 Q1
Geode Capital2.93M2.38%$34.6Madded +21.3%2018 Q3
Mirae Asset Global Etfs Holdings LTD.2.18M1.77%$25.8Madded +30.8%2021 Q2
Invesco1.58M1.29%$18.7Madded +6.5%2020 Q2
Delphi Financial Group, INC. (focused)1.41M1.15%$16.7Madded +95.1%2024 Q4
VAN ECK Associates CORP1.36M1.11%$16.2Madded +21.6%2020 Q2
Northern Trust1.36M1.11%$16.1Madded +22.3%2017 Q1
Charles Schwab Investment Management1.11M0.90%$13.1Madded +12.6%2019 Q2
EMG Holdings, L.p. (focused)961.0k0.78%$11.4Munchanged2021 Q3
Morgan Stanley919.8k0.75%$10.9Mtrimmed -6.3%≤2013
Qube Research & Technologies LTD881.4k0.72%$10.4Madded +672%2025 Q4
Victory Capital Management INC837.8k0.68%$9.9Madded +41.9%2022 Q1
UBS828.1k0.67%$9.8Madded +35.3%≤2013
BNY Mellon810.9k0.66%$9.6Madded +13.6%2019 Q2
Millennium Management653.9k0.53%$7.7Madded +295.6%2025 Q3
Principal Financial Group INC605.7k0.49%$7.2Madded +18.5%2021 Q2
First Trust Advisors LP593.7k0.48%$7.0Madded +263.7%2024 Q3
Dana Investment Advisors, INC.543.4k0.44%$6.4Madded +25.7%2025 Q3
D. E. Shaw537.5k0.44%$6.4Madded +288%2024 Q4
Bank OF America CORP /DE/537.2k0.44%$6.4Madded +234.3%≤2013
Public Sector Pension Investment Board446.0k0.36%$5.3Madded +20.1%2021 Q2
Goldman Sachs402.3k0.33%$4.8Madded +55.2%2018 Q4
Rhumbline Advisers309.3k0.25%$3.7Madded +17.3%2019 Q2
Seven Grand Managers, LLC300.0k0.24%$3.6Mopened2026 Q1
Legal & General Group PLC271.4k0.22%$3.2Madded +6.3%2019 Q2
Ameriprise Financial INC234.6k0.19%$2.8Madded +11.1%2019 Q1
Swiss National Bank220.2k0.18%$2.6Madded +11.8%2019 Q4
Nuveen220.0k0.18%$2.6Madded +15.9%2019 Q2
FMR (Fidelity)182.4k0.15%$2.2Madded +136.7%≤2013
Bayview Asset Management, LLC (focused)176.5k0.14%$2.1Mopened2026 Q1
GraniteShares Advisors LLC176.4k0.14%$2.1Mtrimmed -10.3%2024 Q4
Citadel Advisors167.5k0.14%$2.0Mtrimmed -43.2%2025 Q1
LPL Financial LLC156.9k0.13%$1.9Madded +88.7%2020 Q2
California State Teachers Retirement System154.2k0.13%$1.8Madded +92.5%2019 Q2
Hennion & Walsh Asset Management, INC.151.0k0.12%$1.8Madded +57.4%2025 Q3
Balyasny Asset Management144.4k0.12%$1.7Madded +457.1%2025 Q4
AllianceBernstein138.6k0.11%$1.6Madded +23.4%2019 Q3
T. Rowe Price124.9k0.10%$1.5Madded +41.4%2022 Q4
Jennison Associates LLC121.0k0.10%$1.4Mtrimmed -12.6%2025 Q3
Angel Oak Capital Advisors, LLC (focused)119.3k0.10%$1.4Munchanged2024 Q4
Prudential Financial INC112.9k0.09%$1.3Madded +23%2019 Q3
Amundi112.4k0.09%$1.3Mtrimmed -92.5%2025 Q1
Healthcare OF Ontario Pension Plan Trust Fund108.4k0.09%$1.3Mopened2026 Q1
Barclays PLC108.1k0.09%$1.3Mtrimmed -29.1%2022 Q1
Penserra Capital Management LLC102.5k0.08%$1.2Madded +2.7%2023 Q2
Thrivent Financial for Lutherans101.3k0.08%$1.2Madded +15.7%2025 Q3
American Financial Group INC100.0k0.08%$1.2Munchanged≤2013
Canada Life Assurance CO99.7k0.08%$1.2Madded +9.3%2019 Q4

Largest 50 of 228 shown; the full ranked, searchable register is at boothcheck.com/holders/EFC. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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