Position in EFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$817,634
-$1,041,512 QoQ
Shares Held
60,076
-61.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 245 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. EFC ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in EFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,634 | 60,076 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,859,146 | 156,890 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,129,122 | 83,146 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,583,585 | 122,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $706,526 | 54,390 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $587,020 | 44,270 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $639,851 | 52,793 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $649,668 | 50,401 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $840,840 | 69,606 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $914,495 | 77,434 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $142,834 | 11,238 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $129,426 | 10,379 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $150,889 | 10,934 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $131,745 | 10,790 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $131,703 | 10,647 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $154,313 | 13,572 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $181,863 | 12,397 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $221,129 | 12,458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $478,297 | 27,987 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $254,724 | 13,927 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $703,934 | 36,759 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $311,378 | 19,449 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,651 | 16,149 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $226,172 | 18,448 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $236,365 | 20,065 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||