INVESCO MSCI EAFE INCOME ADV EFAA
$55.96
+1.2% 52w: $45.99 – $55.96
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data45.9950.9755.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
61
+12 QoQ
13F value
$310.0M
+30.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns EFAA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 1.4M | $73.2M | 0.0% | -5.3% |
| LPL Financial LLC | Bank broker | 708.3K | $37.4M | 0.0% | +32.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 491.8K | $25.9M | 0.0% | +39.2% |
| MORGAN STANLEY | Bank broker | 469.1K | $24.7M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 361.1K | $19.0M | 0.1% | -0.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 257.1K | $13.2M | 0.0% | +48.8% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | Wealth advisor | 230.8K | $12.2M | 4.4% | +11.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 166.3K | $8.8M | 0.0% | +25.4% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 157.9K | $8.3M | 1.4% | +118.0% |
| Cetera Investment Advisers | Wealth advisor | 152.8K | $8.1M | 0.0% | +58.2% |
| UBS Group AG | Bank broker | 147.8K | $7.8M | 0.0% | +29.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 102.1K | $5.4M | 0.0% | +38.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 101.4K | $5.3M | 0.0% | +42.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 95.4K | $5.2M | 0.1% | +280.7% |
| Lifestyle Asset Management, Inc. | Wealth advisor | 80.7K | $4.3M | 1.4% | +51.7% |
| SageGuard Financial Group, LLC | Other | 68.3K | $3.6M | 0.6% | -2.2% |
| JANE STREET GROUP, LLC | Market maker | 67.8K | $3.6M | 0.0% | -38.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 67.6K | $3.6M | 0.0% | +60.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 64.5K | $3.4M | 0.0% | +117.9% |
| Advisor OS, LLC | Wealth advisor | 59.5K | $3.1M | 0.2% | +26.6% |
| MJP ASSOCIATES INC /ADV | Wealth advisor | 59.5K | $3.1M | 0.4% | +26.6% |
| Prospera Financial Services Inc | Diversified mechanical | 49.6K | $2.6M | 0.0% | +206.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 47.3K | $2.5M | 0.0% | +82.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 44.1K | $2.3M | 0.0% | +18.4% |
| Wealth Intelligence, LLC ★3 | Fundamental concentrated | 43.5K | $2.3M | 1.1% | New |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 38.5K | $2.0M | 1.3% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 36.2K | $1.9M | 0.0% | +210.8% |
| BROWN, LISLE/CUMMINGS, INC. | Other | 33.0K | $1.7M | 0.4% | +7.0% |
| IFP Advisors, Inc | Wealth advisor | 22.6K | $1.2M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 22.1K | $1.2M | 0.0% | +356.0% |
| INSIGNEO ADVISORY SERVICES, LLC | Other | 18.6K | $982K | 0.1% | +16.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 17.5K | $925K | 0.0% | +6.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 17.0K | $897K | 0.0% | +31.0% |
| Joel Isaacson & Co., LLC | Wealth advisor | 16.8K | $886K | 0.0% | +15.5% |
| Western Wealth Management, LLC | Wealth advisor | 16.7K | $883K | 0.0% | +45.8% |
| WCG Wealth Advisors LLC | Wealth advisor | 16.6K | $875K | 0.0% | +16.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 15.5K | $818K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 15.5K | $818K | 0.0% | New |
| Phillip James Consulting Co. | Quant stat arb | 39.9K | $779K | 0.6% | New |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 12.9K | $680K | 0.0% | +49.5% |
| Visionary Wealth Advisors | Wealth advisor | 10.4K | $549K | 0.0% | New |
| MADDEN SECURITIES Corp | Wealth advisor | 9.9K | $521K | 0.2% | -1.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 9.0K | $476K | 0.0% | New |
| VERUS CAPITAL PARTNERS, LLC | Other | 7.3K | $387K | 0.0% | +39.8% |
| PRIVATE TRUST CO NA | Diversified mechanical | 6.7K | $378K | 0.0% | +9.2% |
| QP WEALTH MANAGEMENT, LLC | Other | 6.2K | $325K | 0.6% | +29.3% |
| Adalta Capital Management LLC ★2 | Fundamental diversified | 6.0K | $316K | 0.2% | New |
| Summit Financial, LLC | Wealth advisor | 5.4K | $285K | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 4.8K | $254K | 0.0% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 4.5K | $238K | 0.0% | +17.9% |
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