STSR SPD MSC EAF STGFS-US IN QEFA
$97.26
+2.0% 52w: $81.75 – $99.76
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data81.7590.7599.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
144
+3 QoQ
13F value
$884.9M
+6.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns QEFA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.3M | $120.5M | 0.0% | +2.2% |
| MORGAN STANLEY | Bank broker | 1.1M | $98.1M | 0.0% | -3.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.0M | $93.5M | 0.0% | -3.0% |
| Intelligence Driven Advisers, LLC | Wealth advisor | 613.0K | $57.2M | 10.0% | -15.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 431.3K | $40.2M | 0.0% | +24.0% |
| CX Institutional | Wealth advisor | 321.4K | $30.0M | 0.9% | +67.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 289.2K | $27.0M | 0.5% | +9.5% |
| SimpliFi, Inc. | Wealth advisor | 244.3K | $22.8M | 9.6% | +0.3% |
| Private Advisor Group, LLC | Wealth advisor | 211.7K | $19.7M | 0.1% | -1.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 206.2K | $19.2M | 0.0% | +4.5% |
| Independent Advisor Alliance | Wealth advisor | 156.1K | $14.6M | 0.2% | New |
| KWB Wealth | Wealth advisor | 160.5K | $14.6M | 1.4% | Held |
| Aptus Capital Advisors, LLC | Wealth advisor | 148.2K | $13.8M | 0.1% | +2.6% |
| Financial Guidance Group, Inc. | Wealth advisor | 148.2K | $13.8M | 5.6% | +2.6% |
| ARRIEN INVESTMENTS, INC. | Wealth advisor | 145.0K | $13.5M | 7.3% | -1.6% |
| Equitable Holdings, Inc. | Wealth advisor | 148.1K | $13.4M | 0.1% | +4.4% |
| Financial Enhancement Group LLC | Wealth advisor | 135.8K | $13.3M | 1.7% | -9.2% |
| FIRST HAWAIIAN BANK | Wealth advisor | 138.0K | $12.9M | 1.8% | -0.3% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 137.3K | $12.8M | 2.3% | +5.0% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 128.5K | $12.0M | 0.4% | +5.1% |
| Hobart Private Capital, LLC | Wealth advisor | 128.4K | $12.0M | 2.4% | -3.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 114.0K | $10.6M | 0.0% | +4.4% |
| Evergreen Private Wealth LLC | Other | 109.1K | $10.2M | 4.1% | -1.8% |
| Brio Consultants, LLC | Wealth advisor | 96.3K | $9.3M | 1.1% | -3.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 97.6K | $9.1M | 0.0% | -0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 92.6K | $8.6M | 0.0% | -2.5% |
| Eagle Strategies LLC | Wealth advisor | 90.5K | $8.4M | 1.0% | +6.1% |
| HighTower Advisors, LLC | Diversified mechanical | 86.1K | $8.0M | 0.0% | +39.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 79.2K | $7.5M | 0.0% | -17.1% |
| CWM, LLC | Wealth advisor | 78.9K | $7.4M | 0.0% | +22.9% |
| PALLADIEM, LLC | Wealth advisor | 71.6K | $6.9M | 6.6% | -1.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 63.8K | $6.0M | 0.0% | -1.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 51.3K | $4.8M | 0.0% | -3.3% |
| Sage Mountain Advisors LLC | Wealth advisor | 49.6K | $4.6M | 0.3% | -1.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 49.6K | $4.6M | 0.0% | +14.4% |
| 1620 INVESTMENT ADVISORS, INC. | Other | 43.5K | $4.1M | 2.7% | +2.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 42.9K | $4.0M | 0.0% | New |
| Johnson & White Wealth Management, LLC | Wealth advisor | 42.0K | $3.9M | 1.7% | -8.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 39.3K | $3.7M | 0.1% | New |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 38.8K | $3.6M | 1.3% | -1.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 38.0K | $3.5M | 0.0% | +0.5% |
| RESOLUTE WEALTH ADVISOR, INC. | Wealth advisor | 37.7K | $3.5M | 2.0% | — |
| MANNING & NAPIER ADVISORS LLC | Other | 37.5K | $3.5M | 0.0% | +66.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 37.4K | $3.5M | 0.0% | -8.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 36.0K | $3.4M | 0.0% | +12.7% |
| IHT Wealth Management, LLC | Wealth advisor | 32.3K | $3.0M | 0.1% | Held |
| Western Wealth Management, LLC | Wealth advisor | 31.7K | $3.0M | 0.1% | +3.9% |
| NorthRock Partners, LLC | Wealth advisor | 29.2K | $2.7M | 0.0% | -11.8% |
| L & S Advisors Inc | Other | 27.1K | $2.5M | 0.3% | +1.6% |
| 21 West Wealth Management LLC | Wealth advisor | 26.5K | $2.5M | 2.3% | -3.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.