EXFY — Institutional owners (13F)

104 filers · $48.4M 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
VANGUARD GROUP INC $7,060,376 4,675,746 14.60% Shares
Parallel Advisors, LLC $4,768,626 2,664,037 9.86% Shares
VANGUARD CAPITAL MANAGEMENT LLC $4,222,918 2,359,172 8.73% Shares
AQR CAPITAL MANAGEMENT LLC $3,733,683 2,085,857 7.72% Shares
Palogic Value Management, L.P. $3,165,536 1,768,456 6.55% Shares
CastleKnight Management LP $3,096,811 1,730,062 6.40% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,095,088 1,170,440 4.33% Shares
BlackRock, Inc. $1,985,524 1,109,231 4.11% Shares
JANE STREET GROUP, LLC $1,847,873 1,032,331 3.82% Shares
FORMULA GROWTH LTD $1,566,250 875,000 3.24% Shares
MARSHALL WACE, LLP $1,345,675 751,773 2.78% Shares
RENAISSANCE TECHNOLOGIES LLC $1,336,593 746,700 2.76% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,187,635 663,229 2.46% Shares
MILLENNIUM MANAGEMENT LLC $909,304 507,991 1.88% Shares
TWO SIGMA INVESTMENTS, LP $907,492 506,979 1.88% Shares
VANGUARD FIDUCIARY TRUST CO $703,101 392,794 1.45% Shares
MORGAN STANLEY $600,969 335,737 1.24% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $466,821 260,794 0.97% Shares
UBS Group AG $460,554 257,293 0.95% Shares
IEQ CAPITAL, LLC $455,054 254,220 0.94% Shares
STATE STREET CORP $436,189 243,681 0.90% Shares
Wealthspire Advisors, LLC $426,969 238,530 0.88% Shares
TWO SIGMA ADVISERS, LP $399,244 264,400 0.83% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $365,720 204,313 0.76% Shares
CITADEL ADVISORS LLC $310,669 173,558 0.64% Shares
GOLDMAN SACHS GROUP INC $282,691 157,928 0.58% Shares
NORTHERN TRUST CORP $269,556 150,590 0.56% Shares
Pale Fire Capital SE $240,592 134,409 0.50% Shares
RBF Capital, LLC $214,800 120,000 0.44% Shares
Aster Capital Management (DIFC) Ltd $211,202 117,990 0.44% Shares
Bank of New York Mellon Corp $197,747 110,473 0.41% Shares
Mariner, LLC $182,368 101,888 0.38% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $168,797 94,300 0.35% Shares
BARCLAYS PLC $159,177 88,926 0.33% Shares
BANK OF AMERICA CORP /DE/ $157,105 87,768 0.32% Shares
Creative Planning $154,903 86,538 0.32% Shares
Cerity Partners LLC $150,618 84,144 0.31% Shares
HSBC HOLDINGS PLC $146,924 82,774 0.30% Shares
DIMENSIONAL FUND ADVISORS LP $139,708 78,173 0.29% Shares
XTX Topco Ltd $115,928 64,764 0.24% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $104,621 55,355 0.22% Shares
FRANKLIN RESOURCES INC $99,549 55,614 0.21% Shares
Williams & Novak, LLC $95,998 53,630 0.20% Shares
MERCER GLOBAL ADVISORS INC /ADV $94,231 52,643 0.19% Shares
Connor, Clark & Lunn Investment Management Ltd. $94,100 52,570 0.19% Shares
FMR LLC $81,896 45,752 0.17% Shares
PRENTISS SMITH & CO INC $76,048 42,485 0.16% Shares
Vanguard Personalized Indexing Management, LLC $70,573 39,426 0.15% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $69,294 38,712 0.14% Shares
Balyasny Asset Management L.P. $66,923 37,387 0.14% Shares
Arax Advisory Partners $65,360 36,514 0.14% Shares
CAPTRUST FINANCIAL ADVISORS $60,017 33,529 0.12% Shares
Russell Investments Group, Ltd. $51,893 28,991 0.11% Shares
Point72 Asset Management, L.P. $47,748 26,675 0.10% Shares
Merit Financial Group, LLC $41,474 23,170 0.09% Shares
GROUP ONE TRADING LLC $38,408 21,457 0.08% Shares
Susquehanna Portfolio Strategies, LLC $38,306 21,400 0.08% Shares
Focus Partners Wealth $36,446 20,361 0.08% Shares
Sand Hill Global Advisors, LLC $36,362 20,314 0.08% Shares
BRIGHTON JONES LLC $35,915 20,064 0.07% Shares
LAVELLE CAPITAL LP $35,800 20,000 0.07% Shares
CWM, LLC $35,750 41,096 0.07% Shares
Pallas Capital Advisors LLC $35,583 19,879 0.07% Shares
R Squared Ltd $35,061 19,587 0.07% Shares
Vanguard Global Advisers, LLC $30,505 17,042 0.06% Shares
StoneX Group Inc. $27,976 25,542 0.06% Shares
TWO SIGMA SECURITIES, LLC $25,133 14,041 0.05% Shares
Schonfeld Strategic Advisors LLC $24,447 13,658 0.05% Shares
JPMORGAN CHASE & CO $22,048 12,527 0.05% Shares
BNP PARIBAS FINANCIAL MARKETS $19,457 10,870 0.04% Shares
Mutual Advisors, LLC $17,900 10,000 0.04% Shares
OSAIC HOLDINGS, INC. $13,988 7,816 0.03% Shares
Transamerica Financial Advisors, LLC $13,747 7,680 0.03% Shares
SIMPLEX TRADING, LLC $8,633 4,823 0.02% Shares
ROYAL BANK OF CANADA $8,000 4,555 0.02% Shares
EverSource Wealth Advisors, LLC $7,609 4,251 0.02% Shares
Tower Research Capital LLC (TRC) $7,081 3,956 0.01% Shares
Allworth Financial LP $6,736 3,763 0.01% Shares
Essential Partners LLC $4,874 2,723 0.01% Shares
ACADIAN ASSET MANAGEMENT LLC $4,392 2,456,422 0.01% Shares
PNC Financial Services Group, Inc. $2,563 1,432 0.01% Shares
ROTHSCHILD INVESTMENT LLC $2,447 1,367 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,671 1,921 0.00% Shares
SBI Securities Co., Ltd. $1,602 895 0.00% Shares
True Wealth Design, LLC $1,347 752 0.00% Shares
Farther Finance Advisors, LLC $1,247 701 0.00% Shares
Purpose Unlimited Inc. $1,177 650 0.00% Shares
IFP Advisors, Inc $870 486 0.00% Shares
WELLS FARGO & COMPANY/MN $362 202 0.00% Shares
GSA CAPITAL PARTNERS LLP $330 184,143 0.00% Shares
Fortitude Family Office, LLC $320 179 0.00% Shares
HRT FINANCIAL LP $305 170,666 0.00% Shares
Caitong International Asset Management Co., Ltd $224 125 0.00% Shares
RHUMBLINE ADVISERS $179 100 0.00% Shares
SJS Investment Consulting Inc. $174 97 0.00% Shares
Sunbelt Securities, Inc. $95 109 0.00% Shares
CITIGROUP INC $59 33 0.00% Shares
Smartleaf Asset Management LLC $44 25 0.00% Shares
BFSG, LLC $29 16 0.00% Shares
State of Alaska, Department of Revenue $15 8,632 0.00% Shares
Clearstead Advisors, LLC $11 6 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $9 5 0.00% Shares
JPL Wealth Management, LLC $9 5 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $1 500 0.00% Shares