Exchange IncomeEIFZF

13F holders, Q4 2025 (December 31)
2holders
0new positions
1sold out
$75.17avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Exchange Income Corp. (EIFZF) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Wellington-Altus USA Inc. ($113K) and Lanark Financial, Inc. ($36K).

Company
Exchange Income Corp.
CUSIP
301283107
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$2.6M

All 13F filers, Q3 2025 → Q4 2025: 50,530 shares sold, net −50,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Wellington-Altus USA Inc. 0.08% — 1,375 $113K
Lanark Financial, Inc. 0.00% No change 600 $36K

"% of holder's portfolio" is EIFZF's weight in each manager's 13F, not the share of Exchange Income Corp. the manager owns.