| 33K |
| $110K |
| +224.3% |
| 0.524% |
| 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 29K | $97K | -17.3% | 0.462% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 20K | $65K | 0.0% | 0.310% | 0.00% |
| 6 | STATE STREET CORP | 14K | $46K | — | 0.217% | 0.00% |
| 7 | CITADEL ADVISORS LLC | 13K | $42K | — | 0.199% | 0.00% |
| 8 | BlackRock, Inc. | 3K | $11K | 0.0% | 0.052% | 0.00% |
| 9 | UBS Group AG | 3K | $11K | +7841.5% | 0.051% | 0.00% |
| 10 | Tower Research Capital LLC (TRC) | 3K | $9K | +44.3% | 0.044% | 0.00% |
| 11 | MORGAN STANLEY | 2K | $8K | +432.0% | 0.039% | 0.00% |
| 12 | ROYAL BANK OF CANADA | 175 | $1K | +1246.1% | 0.003% | 0.00% |
| 13 | FMR LLC | 287 | $946 | — | 0.005% | 0.00% |
| 14 | BankPlus Trust Department | 45 | $149 | 0.0% | 0.001% | 0.00% |
| 15 | Federation des caisses Desjardins du Quebec | 8 | $26 | 0.0% | 0.000% | 0.00% |
| 16 | COUNTRY TRUST BANK | 4 | $13 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EFOI — a direct measure of their conviction.
Institutions that fully closed their EFOI position in Q2 2026
| 2.03% |
| +1.06 pp |
| $0M |
| +231% |
| Q4 2024 | 11 | +0.0% | 0.97% | 0.20 pp | $0M | 17% |
| Q3 2024 | 11 | — | 1.17% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
4 institutions opened new positions in EFOI during Q2 2026, while 2 fully exited. 11 added to existing positions and 0 trimmed.
EFOI institutional ownership rose by 1.32 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 98.4% of all reported 13F value in EFOI, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Energy Focus, Inc. (EFOI) Institutional Ownership