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Institutional Holders of EFAV

There is a long list of 465 institutional holders of EFAV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EFAV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EFAV table below, the initial column indicates the name of each top institutional holder of EFAV, with a link to that fund's top holdings. The next columns indicate the amount of EFAV stock held by each of the institutional holders of EFAV, followed by the EFAV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE31,252,326$2,167,036 12/31/2023
     EFAV31,252,326$2,167,036 12/31/2023
FMR LLC13,784,618$955,825 12/31/2023
     EFAV13,784,618$955,825 12/31/2023
Envestnet Asset Management Inc.5,191,062$359,948 12/31/2023
     EFAV5,191,062$359,948 12/31/2023
BlackRock Inc.4,864,526$337,306 12/31/2023
     EFAV4,864,526$337,306 12/31/2023
Mercer Global Advisors Inc. ADV4,002,332$277,522 12/31/2023
     EFAV4,002,332$277,522 12/31/2023
Morgan Stanley2,425,164$168,161 12/31/2023
     EFAV2,425,164$168,161 12/31/2023
Wharton Business Group LLC1,998,105$138,549 12/31/2023
     EFAV1,998,105$138,549 12/31/2023
Northwestern Mutual Wealth Management Co.1,914,859$132,776 12/31/2023
     EFAV1,914,859$132,776 12/31/2023
Securian Asset Management Inc1,113,648$78,935 03/31/2024
     EFAV1,113,648$78,935 03/31/2024
Financial Engines Advisors L.L.C.1,022,614$70,908 12/31/2023
     EFAV1,022,614$70,908 12/31/2023
Ameriprise Financial Inc.938,335$65,641 12/31/2023
     EFAV938,335$65,641 12/31/2023
LPL Financial LLC899,038$62,339 12/31/2023
     EFAV899,038$62,339 12/31/2023
Sei Investments Co.880,289$61,039 12/31/2023
     EFAV880,289$61,039 12/31/2023
Wells Fargo & Company MN726,701$50,389 12/31/2023
     EFAV726,701$50,389 12/31/2023
Royal Bank of Canada611,307$42,388 12/31/2023
     EFAV611,307$42,388 12/31/2023
UBS Group AG596,791$41,381 12/31/2023
     EFAV596,791$41,381 12/31/2023
Cambridge Investment Research Advisors Inc.497,905$35,292 03/31/2024
     EFAV497,905$35,292 03/31/2024
Alliancebernstein L.P.465,219$32,258 12/31/2023
     EFAV465,219$32,258 12/31/2023
Commonwealth Equity Services LLC356,968$25,302 03/31/2024
     EFAV356,968$25,302 03/31/2024
Horizon Investments LLC353,504$24,512 12/31/2023
     EFAV353,504$24,512 12/31/2023
Raymond James Financial Services Advisors Inc.329,093$23,326 03/31/2024
     EFAV329,093$23,326 03/31/2024
Charles Schwab Investment Management Inc.318,246$22,067 12/31/2023
     EFAV318,246$22,067 12/31/2023
Burt Wealth Advisors301,650$21,381 03/31/2024
     EFAV301,650$21,381 03/31/2024
Brookstone Capital Management290,821$20,613 03/31/2024
     EFAV290,821$20,613 03/31/2024
Advisor Group Holdings Inc.270,510$18,764 12/31/2023
     EFAV270,510$18,764 12/31/2023
Amundi262,600$18,203 12/31/2023
     EFAV262,600$18,203 12/31/2023
Cutler Investment Counsel LLC252,249$17,491 12/31/2023
     EFAV252,249$17,491 12/31/2023
Legacy Financial Advisors Inc.230,380$15,975 12/31/2023
     EFAV230,380$15,975 12/31/2023
Bank of New York Mellon Corp221,298$15,686 03/31/2024
     EFAV221,298$15,686 03/31/2024
Captrust Financial Advisors222,539$15,431 12/31/2023
     EFAV222,539$15,431 12/31/2023
Huntington National Bank219,000$15,185 12/31/2023
     EFAV219,000$15,185 12/31/2023
Vestcor Inc211,010$14,631 12/31/2023
     EFAV211,010$14,631 12/31/2023
Symmetry Partners LLC196,967$13,961 03/31/2024
     EFAV196,967$13,961 03/31/2024
Comerica Bank200,405$13,896 12/31/2023
     EFAV200,405$13,896 12/31/2023
Mariner LLC199,748$13,851 12/31/2023
     EFAV199,748$13,851 12/31/2023
Armbruster Capital Management Inc.196,055$13,594 12/31/2023
     EFAV196,055$13,594 12/31/2023
Lester Murray Antman dba SimplyRich188,022$13,037 12/31/2023
     EFAV188,022$13,037 12/31/2023
JJJ Advisors Inc.182,937$12,967 03/31/2024
     EFAV182,937$12,967 03/31/2024
MML Investors Services LLC171,005$11,857 12/31/2023
     EFAV171,005$11,857 12/31/2023
Anderson Hoagland & Co.170,543$11,800 03/31/2024
     EFAV170,543$11,800 03/31/2024
JPMorgan Chase & Co.168,813$11,705 12/31/2023
     EFAV168,813$11,705 12/31/2023
Assetmark Inc.160,767$11,148 12/31/2023
     EFAV160,767$11,148 12/31/2023
Wealth Enhancement Advisory Services LLC155,858$11,047 03/31/2024
     EFAV155,858$11,047 03/31/2024
Apella Capital LLC152,946$10,691 03/31/2024
     EFAV152,946$10,691 03/31/2024
Aspiriant LLC142,127$10,074 03/31/2024
     EFAV142,127$10,074 03/31/2024
Principal Securities Inc.144,908$10,048 12/31/2023
     EFAV144,908$10,048 12/31/2023
Geneos Wealth Management Inc.141,259$9,795 12/31/2023
     EFAV141,259$9,795 12/31/2023
HighTower Advisors LLC137,473$9,531 12/31/2023
     EFAV137,473$9,531 12/31/2023
Rehmann Capital Advisory Group135,223$9,376 12/31/2023
     EFAV135,223$9,376 12/31/2023
Raymond James & Associates132,135$9,366 03/31/2024
     EFAV132,135$9,366 03/31/2024

See All: Funds Holding EFAV
See Details: Top 10 Hedge Funds Holding EFAV
Also See: EFAV Holdings Changes

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