EFSI — Institutional owners (13F)

84 filers · $111.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $14,314,811 345,268 12.81% Shares
VANGUARD GROUP INC $12,019,961 302,047 10.76% Shares
Fourthstone LLC $11,922,860 287,575 10.67% Shares
WELLINGTON MANAGEMENT GROUP LLP $11,570,781 279,083 10.36% Shares
VANGUARD CAPITAL MANAGEMENT LLC $8,819,952 212,734 7.89% Shares
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $5,622,934 135,623 5.03% Shares
GEODE CAPITAL MANAGEMENT, LLC $4,903,632 118,250 4.39% Shares
STATE STREET CORP $3,744,128 90,307 3.35% Shares
ALLIANCEBERNSTEIN L.P. $3,271,190 93,516 2.93% Shares
MALTESE CAPITAL MANAGEMENT LLC $2,723,922 65,700 2.44% Shares
TWO SIGMA INVESTMENTS, LP $2,585,321 62,357 2.31% Shares
CHOREO, LLC $2,504,184 60,400 2.24% Shares
BANC FUNDS CO LLC $2,342,490 56,500 2.10% Shares
MARSHALL WACE, LLP $2,131,997 51,423 1.91% Shares
DIMENSIONAL FUND ADVISORS LP $1,599,400 38,580 1.43% Shares
NORTHERN TRUST CORP $1,536,632 37,063 1.38% Shares
CITADEL ADVISORS LLC $1,393,139 33,602 1.25% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,323,693 31,927 1.18% Shares
VANGUARD FIDUCIARY TRUST CO $1,262,664 30,455 1.13% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,198,567 28,909 1.07% Shares
UBS Group AG $1,196,246 28,853 1.07% Shares
MORGAN STANLEY $1,160,768 27,997 1.04% Shares
Trexquant Investment LP $979,575 23,627 0.88% Shares
GOLDMAN SACHS GROUP INC $892,551 21,528 0.80% Shares
AQR CAPITAL MANAGEMENT LLC $829,250 20,001 0.74% Shares
EJF Capital LP $679,903 16,399 0.61% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $671,320 16,192 0.60% Shares
Bank of New York Mellon Corp $650,609 15,692 0.58% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $559,212 13,488 0.50% Shares
Wealthspire Advisors, LLC $538,019 12,977 0.48% Shares
BARCLAYS PLC $507,927 12,251 0.45% Shares
Nuveen, LLC $470,364 11,345 0.42% Shares
Expressive Wealth LLC $434,128 10,471 0.39% Shares
COMMONWEALTH EQUITY SERVICES, LLC $409,580 9,879 0.37% Shares
AMERICAN CENTURY COMPANIES INC $408,754 9,859 0.37% Shares
XTX Topco Ltd $402,618 9,711 0.36% Shares
WELLS FARGO & COMPANY/MN $398,804 9,619 0.36% Shares
BANK OF AMERICA CORP /DE/ $392,253 9,461 0.35% Shares
Reynders McVeigh Capital Management, LLC $389,000 9,375 0.35% Shares
Quadrature Capital Ltd $369,326 8,908 0.33% Shares
HOWE & RUSLING INC $269,490 6,500 0.24% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $259,332 6,255 0.23% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $228,071 5,501 0.20% Shares
SEI INVESTMENTS CO $219,825 5,302 0.20% Shares
TWO SIGMA ADVISERS, LP $206,934 5,200 0.19% Shares
DEUTSCHE BANK AG\ $194,613 4,694 0.17% Shares
Russell Investments Group, Ltd. $161,477 3,901 0.14% Shares
RHUMBLINE ADVISERS $143,156 3,453 0.13% Shares
MetLife Investment Management, LLC $127,821 3,083 0.11% Shares
EVERMAY WEALTH MANAGEMENT LLC $108,170 2,609 0.10% Shares
NEW YORK STATE COMMON RETIREMENT FUND $99,504 2,400 0.09% Shares
Vanguard Global Advisers, LLC $92,912 2,241 0.08% Shares
CITIGROUP INC $91,295 2,202 0.08% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $91,005 2,195 0.08% Shares
JPMORGAN CHASE & CO $87,212 2,124 0.08% Shares
Police & Firemen's Retirement System of New Jersey $43,118 1,040 0.04% Shares
Tower Research Capital LLC (TRC) $30,639 739 0.03% Shares
CWM, LLC $28,299 809 0.03% Shares
BNP PARIBAS FINANCIAL MARKETS $20,191 487 0.02% Shares
ROYAL BANK OF CANADA $20,000 468 0.02% Shares
Ameritas Investment Partners, Inc. $19,445 469 0.02% Shares
Legal & General Group Plc $17,206 415 0.02% Shares
Arax Advisory Partners $10,282 248 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6,017 172 0.01% Shares
FMR LLC $4,519 109 0.00% Shares
Sterling Capital Management LLC $3,980 96 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,695 65 0.00% Shares
PNC Financial Services Group, Inc. $1,949 47 0.00% Shares
Allworth Financial LP $1,908 46 0.00% Shares
IFP Advisors, Inc $1,617 39 0.00% Shares
Essential Partners LLC $1,285 31 0.00% Shares
EverSource Wealth Advisors, LLC $953 23 0.00% Shares
HRT FINANCIAL LP $863 20,838 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $589 14,282 0.00% Shares
Cornerstone Planning Group LLC $537 13 0.00% Shares
GAMMA Investing LLC $498 12 0.00% Shares
Farther Finance Advisors, LLC $495 12 0.00% Shares
ROTHSCHILD INVESTMENT LLC $456 11 0.00% Shares
True Wealth Design, LLC $332 8 0.00% Shares
Caitong International Asset Management Co., Ltd $83 2 0.00% Shares
SJS Investment Consulting Inc. $83 2 0.00% Shares
Fortitude Family Office, LLC $41 1 0.00% Shares
Sunbelt Securities, Inc. $35 1 0.00% Shares
Covestor Ltd $0 2 0.00% Shares