Spdr Index Shs Fds (EFAX) Hedge Fund Ownership (Q2 2026)

Spdr Index Shs Fds (EFAX)

97 + Investors. Track Smart Money conviction in EFAX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EFAX

Based on 97 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added EFAX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

97 hedge funds hold EFAX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

52 buying30 selling

Last quarter: 52 funds were net buyers (17 opened a brand new position + 35 added to an existing one). Only 30 were sellers (24 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new EFAX position: 13 → 11 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new

59 out of 97 hedge funds have held EFAX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~17 new funds/quarter

10 → 13 → 11 → 9 → 17 new funds/Q

New funds entering each quarter: 13 → 11 → 9 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 97 holders: 60 (62%) are 2+ year veterans, 13 entered 1–2 years ago, and 24 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

13 of 97 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	97	86	12.79%
13F Shares	6M	5M	11.89%
Total Value	$216M	$173M	24.51%
New Positions	17	9	+8
Increased Positions	35	29	+6
Closed Positions	6	11	-5
Reduced Positions	24	19	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

12.79%

13F Shares

11.89%

Total Value

$216M

$173M

24.51%

New Positions

Increased Positions

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

97 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFAX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EFAX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Windmill Hill Asset Management Ltd	2.75%	227,939	$12.3M
2	Gemmer Asset Management LLC	2.60%	713,531	$38.6M
3	Values Added Financial LLC	0.99%	50,519	$2.7M
4	Leith Wheeler Investment Counsel Ltd.	0.93%	225,900	$12.2M
5	Camelot Technology Advisors, INC.	0.93%	25,484	$1.4M
6	Marquette Associates, INC.	0.91%	23,041	$1.2M
7	Whipplewood Advisors, LLC	0.71%	19,623	$1.1M
8	Tiff Advisory Services, LLC	0.44%	33,093	$1.8M
9	Bailard, INC.	0.28%	251,570	$13.6M
10	Clarion Wealth Managment Partners, LLC	0.26%	5,870	$318K
11	GGM Financial LLC	0.23%	11,236	$608K
12	Flputnam Investment Management Co	0.21%	331,505	$17.9M
13	Advisory Solutions Group, LLC	0.21%	11,608	$628K
14	Bond & Devick Financial Network, Inc.	0.20%	14,915	$807K
15	Boyd Wealth Management, LLC	0.16%	7,687	$416K
16	Proffitt & Goodson Inc	0.15%	20,814	$1.1M
17	Aufman Associates Inc	0.15%	7,073	$383K
18	American Financial & Tax Strategies Inc	0.15%	6,007	$325K
19	William Mack & Associates, Inc.	0.14%	7,412	$401K
20	Hobbs Group Advisors, LLC	0.12%	8,377	$453K
21	eCIO, Inc.	0.11%	7,379	$399K
22	Sankala Group LLC	0.11%	3,001	$167K
23	Kingsview Wealth Management, LLC	0.11%	164,976	$8.9M
24	Operose Advisors LLC	0.10%	9,587	$519K
25	First Bancorp, Inc /ME/	0.10%	4,570	$247K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Spdr Index Shs Fds (EFAX)

What does the Smart Money Trend signal show for EFAX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EFAX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EFAX?

More buyers than sellers — 63% buying: Last quarter: 52 funds were net buyers (17 opened a brand new position + 35 added to an existing one). Only 30 were sellers (24 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFAX holders?

Smaller funds dominant — 13% AUM from top-100: 13 of 97 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EFAX?

61% of holders stayed for 2+ years: 59 out of 97 hedge funds have held EFAX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Spdr Index Shs Fds (EFAX)

Smart Money Signals — EFAX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+8 vs last Q)

61% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 62% veterans vs 25% newcomers

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — EFAX

Hedge Fund Ownership: EFAX

Market Analysis: EFAX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFAX

Hedge Fund Positioning: EFAX

Statistics: EFAX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Index Shs Fds (EFAX)

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