ISHARES TR

$EFV
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Smart money positioned

17 of the Top-200 alpha managers hold $EFV as of the latest 13F snapshot.

13F holders
1,225
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

17 holders · Q1 2026

$EFV is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 7.14%, with an average of 0.81% of portfolio. Largest holder: Beverly Hills Private Wealth, LLC at 7.14%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Beverly Hills Private Wealth, LLC
7.14% held
α +10.4pts
02
Laidlaw Wealth Management LLC
1.88% held
α +11.1pts
03
Sharpepoint LLC
1.33% held
α +11.4pts
04
Caption Management, LLC
1.20% held
α +15.5pts
05
Quarry LP
0.67% NEW
α +10.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,225 · Source: 13F-HR
01
Marquette Asset Management, LLC
1.19% of portfolio
59,658,594 sh
02
Taconic Capital Advisors LP
0.41% of portfolio
20,848,511 sh
03
Boreal Capital Management LLC
1.26% of portfolio
11,559,524 sh
04
SailingStone Capital Partners LLC
1.31% of portfolio
9,436,472 sh
05
AIFG Consultants Ltd.
1.75% of portfolio
8,486,614 sh
06
Mairs & Power Inc.
3.41% of portfolio
5,862,784 sh
07
Blue Investment Partners LLC
7.14% of portfolio
5,473,000 sh
08
State Farm Mutual Automobile Insurance Co.
0.04% of portfolio
5,443,095 sh
09
Sheaff Brock Investment Advisors, LLC
0.14% of portfolio
4,675,141 sh
10
Midwestern Financial, LLC
0.81% of portfolio
3,937,150 sh
See all 1,225 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $EFV in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $EFV in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:31 UTC.