Lido Advisors
EFC

Lido Advisors’s Ellington Financial EFC Stock Holding History

Lido Advisors’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
83,554
+12,650
+18% +$167K ﹤0.01% 1032
2026
Q1 		$849K Buy
70,904
+2,134
+3% +$27.1K ﹤0.01% 1044
2025
Q4 		$902K Hold
68,770
– – ﹤0.01% 1052
2025
Q3 		$902K Buy
68,770
+4,577
+7% +$61K ﹤0.01% 992
2025
Q2 		$842K Buy
64,193
+2,448
+4% +$31.1K ﹤0.01% 912
2025
Q1 		$827K Buy
61,745
+35
+0.1% +$453 ﹤0.01% 846
2024
Q4 		$756K Buy
61,710
+8,315
+16% +$103K ﹤0.01% 867
2024
Q3 		$688K Sell
53,395
-1,072
-2% -$13.8K ﹤0.01% 839
2024
Q2 		$665K Buy
54,467
+1,072
+2% +$12.6K ﹤0.01% 828
2024
Q1 		$638K Buy
+53,395
New +$642K ﹤0.01% 817

Other funds holding EFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

Lido Advisors's EFC Position: Q2 2026 in Review

Lido Advisors increased its Ellington Financial (EFC) stake by 18% in Q2 2026, buying an estimated $167K and bringing the position to 83,554 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Lido Advisors first reported a position in EFC in Q1 2024 and has held it in 10 quarters since. 248 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Lido Advisors held 83,554 shares of Ellington Financial worth $1.15M as of Q2 2026.
  • Lido Advisors bought 12,650 Ellington Financial shares in Q2 2026, an estimated $167K.
  • Ellington Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1032 holding.
  • Lido Advisors first reported a position in Ellington Financial in Q1 2024 and has held it in 10 quarters since.
  • 248 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.