Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-04)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | EFSI · NASDAQ | 5,411,615 | 2,449,042 | 45.3% | 80 | 26951R104 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (80 of 80 · 26951R104)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 345,268 | 6.38% | $14.3M | +64,736 (+23.1%) |
| 2 | Fourthstone LLC | 287,575 | 5.31% | $11.9M | -244,624 (-46.0%) |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 279,083 | 5.16% | $11.6M | -1,317 (-0.5%) |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 212,734 | 3.93% | $8.8M | -31,008 (-12.7%) |
| 5 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 135,623 | 2.51% | $5.6M | -1,412 (-1.0%) |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 118,250 | 2.19% | $4.9M | +15,041 (+14.6%) |
| 7 | ALLIANCEBERNSTEIN L.P. | 93,516 | 1.73% | $3.3M | -10,200 (-9.8%) |
| 8 | STATE STREET CORP | 90,307 | 1.67% | $3.7M | +5,700 (+6.7%) |
| 9 | MALTESE CAPITAL MANAGEMENT LLC | 65,700 | 1.21% | $2.7M | -41,445 (-38.7%) |
| 10 | TWO SIGMA INVESTMENTS, LP | 62,357 | 1.15% | $2.6M | +45,944 (+279.9%) |
| 11 | CHOREO, LLC | 60,400 | 1.12% | $2.5M | — |
| 12 | BANC FUNDS CO LLC | 56,500 | 1.04% | $2.3M | -8,500 (-13.1%) |
| 13 | MARSHALL WACE, LLP | 51,423 | 0.95% | $2.1M | +43,681 (+564.2%) |
| 14 | DIMENSIONAL FUND ADVISORS LP | 38,580 | 0.71% | $1.6M | +14,485 (+60.1%) |
| 15 | NORTHERN TRUST CORP | 37,063 | 0.68% | $1.5M | +3,225 (+9.5%) |
| 16 | CITADEL ADVISORS LLC | 33,602 | 0.62% | $1.4M | +26,184 (+353.0%) |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 31,927 | 0.59% | $1.3M | +5,357 (+20.2%) |
| 18 | VANGUARD FIDUCIARY TRUST CO | 30,455 | 0.56% | $1.3M | +253 (+0.8%) |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,909 | 0.53% | $1.2M | NEW |
| 20 | UBS Group AG | 28,853 | 0.53% | $1.2M | +19,454 (+207.0%) |
| 21 | MORGAN STANLEY | 27,997 | 0.52% | $1.2M | -84 (-0.3%) |
| 22 | Trexquant Investment LP | 23,627 | 0.44% | $980K | +12,396 (+110.4%) |
| 23 | GOLDMAN SACHS GROUP INC | 21,528 | 0.40% | $893K | +1,794 (+9.1%) |
| 24 | HRT FINANCIAL LP | 20,838 | 0.39% | $863K | NEW |
| 25 | AQR CAPITAL MANAGEMENT LLC | 20,001 | 0.37% | $829K | +8,894 (+80.1%) |
| 26 | EJF Capital LP | 16,399 | 0.30% | $680K | -7,511 (-31.4%) |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,192 | 0.30% | $671K | — |
| 28 | Bank of New York Mellon Corp | 15,692 | 0.29% | $651K | +869 (+5.9%) |
| 29 | ACADIAN ASSET MANAGEMENT LLC | 14,282 | 0.26% | $589K | NEW |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,488 | 0.25% | $559K | +941 (+7.5%) |
| 31 | Wealthspire Advisors, LLC | 12,977 | 0.24% | $538K | +104 (+0.8%) |
| 32 | BARCLAYS PLC | 12,251 | 0.23% | $508K | -396 (-3.1%) |
| 33 | Nuveen, LLC | 11,345 | 0.21% | $470K | NEW |
| 34 | Expressive Wealth LLC | 10,471 | 0.19% | $434K | -968 (-8.5%) |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 9,879 | 0.18% | $410K | -1,137 (-10.3%) |
| 36 | AMERICAN CENTURY COMPANIES INC | 9,859 | 0.18% | $409K | NEW |
| 37 | XTX Topco Ltd | 9,711 | 0.18% | $403K | NEW |
| 38 | WELLS FARGO & COMPANY/MN | 9,619 | 0.18% | $399K | +2,260 (+30.7%) |
| 39 | BANK OF AMERICA CORP /DE/ | 9,461 | 0.17% | $392K | -913 (-8.8%) |
| 40 | Reynders McVeigh Capital Management, LLC | 9,375 | 0.17% | $389K | — |
| 41 | Quadrature Capital Ltd | 8,908 | 0.16% | $369K | NEW |
| 42 | HOWE & RUSLING INC | 6,500 | 0.12% | $269K | — |
| 43 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6,255 | 0.12% | $259K | NEW |
| 44 | OCCUDO QUANTITATIVE STRATEGIES LP | 5,501 | 0.10% | $228K | NEW |
| 45 | SEI INVESTMENTS CO | 5,302 | 0.10% | $220K | NEW |
| 46 | DEUTSCHE BANK AG\ | 4,694 | 0.09% | $195K | +609 (+14.9%) |
| 47 | Russell Investments Group, Ltd. | 3,901 | 0.07% | $161K | +3,105 (+390.1%) |
| 48 | RHUMBLINE ADVISERS | 3,453 | 0.06% | $143K | +144 (+4.4%) |
| 49 | MetLife Investment Management, LLC | 3,083 | 0.06% | $128K | — |
| 50 | EVERMAY WEALTH MANAGEMENT LLC | 2,609 | 0.05% | $108K | — |
| 51 | NEW YORK STATE COMMON RETIREMENT FUND | 2,400 | 0.04% | $100K | — |
| 52 | Vanguard Global Advisers, LLC | 2,241 | 0.04% | $93K | -700 (-23.8%) |
| 53 | CITIGROUP INC | 2,202 | 0.04% | $91K | +1,988 (+929.0%) |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,195 | 0.04% | $91K | -40 (-1.8%) |
| 55 | JPMORGAN CHASE & CO | 2,124 | 0.04% | $87K | +216 (+11.3%) |
| 56 | Police & Firemen's Retirement System of New Jersey | 1,040 | 0.02% | $43K | — |
| 57 | Tower Research Capital LLC (TRC) | 739 | 0.01% | $31K | -546 (-42.5%) |
| 58 | BNP PARIBAS FINANCIAL MARKETS | 487 | 0.01% | $20K | -374 (-43.4%) |
| 59 | Ameritas Investment Partners, Inc. | 469 | 0.01% | $19K | — |
| 60 | ROYAL BANK OF CANADA | 468 | 0.01% | $20K | +134 (+40.1%) |
| 61 | Legal & General Group Plc | 415 | 0.01% | $17K | — |
| 62 | Arax Advisory Partners | 248 | 0.00% | $10K | NEW |
| 63 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 172 | 0.00% | $7K | — |
| 64 | FMR LLC | 109 | 0.00% | $5K | — |
| 65 | Sterling Capital Management LLC | 96 | 0.00% | $4K | -50 (-34.2%) |
| 66 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 65 | 0.00% | $3K | -183 (-73.8%) |
| 67 | PNC Financial Services Group, Inc. | 47 | 0.00% | $2K | +34 (+261.5%) |
| 68 | Allworth Financial LP | 46 | 0.00% | $2K | +25 (+119.0%) |
| 69 | IFP Advisors, Inc | 39 | 0.00% | $2K | +20 (+105.3%) |
| 70 | Essential Partners LLC | 31 | 0.00% | $1K | -46 (-59.7%) |
| 71 | EverSource Wealth Advisors, LLC | 23 | 0.00% | $953 | +4 (+21.1%) |
| 72 | Cornerstone Planning Group LLC | 13 | 0.00% | $537 | — |
| 73 | GAMMA Investing LLC | 12 | 0.00% | $498 | +6 (+100.0%) |
| 74 | Farther Finance Advisors, LLC | 12 | 0.00% | $495 | +6 (+100.0%) |
| 75 | ROTHSCHILD INVESTMENT LLC | 11 | 0.00% | $456 | +7 (+175.0%) |
| 76 | True Wealth Design, LLC | 8 | 0.00% | $332 | +3 (+60.0%) |
| 77 | Caitong International Asset Management Co., Ltd | 2 | 0.00% | $83 | NEW |
| 78 | Covestor Ltd | 2 | 0.00% | $0 | NEW |
| 79 | SJS Investment Consulting Inc. | 2 | 0.00% | $83 | — |
| 80 | Fortitude Family Office, LLC | 1 | 0.00% | $41 | NEW |
Exited since 2026-03-31 (8 filers; largest 8 shown)
| MILLENNIUM MANAGEMENT LLC | −7,883 |
| Mariner, LLC | −7,356 |
| Daytona Street Capital LLC | −1,500 |
| CWM, LLC | −809 |
| Kilter Group LLC | −34 |
| MAI Capital Management | −2 |
| Root Financial Partners, LLC | −2 |
| Sunbelt Securities, Inc. | −1 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| L. Phillip Stone, IV | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 287,575 | 5.31% |
| Fourthstone GP LLC | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 78,101 | 1.44% |
| Fourthstone LLC | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 287,575 | 5.31% |
| Fourthstone Master Opportunity Fund Ltd | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 209,474 | 3.87% |
| Fourthstone QP Opportunity Fund LP | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 57,583 | 1.06% |
| Fourthstone Small-Cap Financials Fund LP | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 20,518 | 0.38% |
| Vanguard Capital Management | SCHEDULE 13G/A | 2026-07-31 | 2026-06-30 | 243,455 | 4.49% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2026-07-28 | 2026-06-30 | 342,125 | 6.3% |
| Wellington Group Holdings LLP | SCHEDULE 13G/A | 2026-05-15 | 2026-03-31 | 280,400 | 5.2% |
| Wellington Investment Advisors Holdings LLP | SCHEDULE 13G/A | 2026-05-15 | 2026-03-31 | 280,400 | 5.2% |
| Wellington Management Company LLP | SCHEDULE 13G/A | 2026-05-15 | 2026-03-31 | 280,400 | 5.2% |
| Wellington Management Group LLP | SCHEDULE 13G/A | 2026-05-15 | 2026-03-31 | 280,400 | 5.2% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-26 | 2026-03-13 | 0 | 0% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.