$EFV is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.00%, with an average of 0.35% of portfolio. Largest holder: Endeavor Private Wealth, Inc. at 2.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
1,225
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,225 · Source: 13F-HR01
Marquette Asset Management, LLC
—
—
02
Taconic Capital Advisors LP
—
—
03
Boreal Capital Management LLC
—
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04
SailingStone Capital Partners LLC
—
—
05
AIFG Consultants Ltd.
—
—
06
Mairs & Power Inc.
—
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07
Blue Investment Partners LLC
—
—
08
State Farm Mutual Automobile Insurance Co.
—
—
09
Sheaff Brock Investment Advisors, LLC
—
—
10
Midwestern Financial, LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
20 holders · Q1 202601
Endeavor Private Wealth, Inc.
2.00% held
α +13.5pts
02
Interactive Financial Advisors, Inc.
1.44% NEW
α +15.2pts
03
Narus Financial Partners, LLC
1.20% held
α +11.1pts
04
Seldon Capital LP
0.85% held
α +20.5pts
05
Courier Capital LLC
0.46% NEW
α +14.9pts
06
Johnson Financial Group, Inc.
0.33% held
α +14.7pts
07
Quarry Hill Advisors, LLC
0.22% NEW
α +11.4pts
08
Pacific Financial Group Inc.
0.15% held
α +14.3pts
09
Principal Securities, Inc.
0.10% held
α +21.3pts
10
Shufro Rose & Co. LLC
0.07% held
α +32.3pts
11
Beverly Hills Private Wealth, LLC
0.06% held
α +10.4pts
12
Bradley Foster & Sargent INC
0.05% held
α +11.1pts
13
Fiduciary Alliance LLC
0.05% held
α +16.8pts
14
TRUE Private Wealth Advisors
0.03% held
α +23.4pts
15
RFG Advisory, LLC
0.03% held
α +16.2pts
16
Collier Financial
0.03% held
α +14.2pts
17
Fulton Bank, N.a.
0.01% held
α +23.8pts
18
Citigroup Inc.
0.01% held
α +26.3pts
19
Scopia Capital Management LP
0.00% held
α +10.2pts
20
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
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.
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $EFV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $EFV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:03 UTC.