Position in EFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$374,846
+$116,042 QoQ
Shares Held
27,542
+26.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 245 holders
Holding Since
Sep 2022
16 quarters on record
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $34,665,877 across 20 REIT - Mortgage names. EFC ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,017,021 | $11,085,528 | |
| 2 | NLY |
Annaly Capital Management Inc
|
426,970 | $9,547,049 | |
| 3 | RITM |
Rithm Capital Corp.
|
329,555 | $3,094,521 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
135,550 | $2,220,309 | |
| 5 | DX |
Dynex Capital Inc
|
126,690 | $1,660,905 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
266,570 | $1,444,809 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
63,096 | $1,069,477 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
95,412 | $665,021 |
All Filings in EFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,846 | 27,542 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $258,804 | 21,840 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $454,997 | 33,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $319,450 | 24,611 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $468,133 | 36,038 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $333,210 | 25,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $287,680 | 23,736 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $301,329 | 23,377 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $256,651 | 21,246 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $246,722 | 20,891 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $236,825 | 18,633 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $284,004 | 22,775 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $295,002 | 21,377 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $228,522 | 18,716 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $141,228 | 11,417 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $125,695 | 11,055 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||