EFAA Institutional Ownership & Shareholders
INVESCO MSCI EAFE INCOME ADV (EFAA) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $434.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EFAA tracked by InsiderSet, reporting ownership valued at approximately $92.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $90.28M, representing an estimated loss of -2.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed EFAA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Invesco Ltd., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO MSCI EAFE INCOME ADV (EFAA).
This page ranks the largest institutional EFAA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$434.41M
Largest Holder
Morgan Stanley
Largest Position
$92.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,658,320 | $92,467,931 | $90,278,941 | -$2,188,990 | -2.37% | |
| Invesco Ltd. | 0.01% | 1,492,000 | $83,193,920 | $81,224,480 | -$1,969,440 | -2.37% | |
| Lpl Financial Llc | 0.01% | 814,165 | $45,397,867 | $44,323,143 | -$1,074,724 | -2.37% | |
| Raymond James Financial Inc | 0.01% | 663,330 | $36,987,280 | $36,111,685 | -$875,595 | -2.37% | |
| Jones Financial Companies Lllp | 0.01% | 313,048 | $17,227,015 | $17,042,333 | -$184,682 | -1.07% | |
| Ubs Group Ag | 0.00% | 191,659 | $10,686,906 | $10,433,916 | -$252,990 | -2.37% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 188,181 | $10,492,957 | $10,244,574 | -$248,383 | -2.37% | |
| Brookstone Capital Management | 0.08% | 151,276 | $8,312,629 | $8,235,465 | -$77,164 | -0.93% | |
| Prevail Innovative Wealth Advisors, Llc | 1.02% | 145,982 | $7,941,421 | $7,947,260 | +$5,839 | +0.07% | |
| Lee Johnson Capital Management, Llc | 2.30% | 132,130 | $7,367,569 | $7,193,157 | -$174,412 | -2.37% | |
| Mml Investors Services, Llc | 0.01% | 126,093 | $7,030,945 | $6,864,503 | -$166,442 | -2.37% | |
| Envestnet Asset Management Inc | 0.00% | 120,115 | $6,697,588 | $6,539,061 | -$158,527 | -2.37% | |
| Lifestyle Asset Management, Inc. | 1.45% | 108,956 | $5,987,121 | $5,931,565 | -$55,556 | -0.93% | |
| Private Advisor Group, Llc | 0.03% | 97,990 | $5,463,883 | $5,334,576 | -$129,307 | -2.37% | |
| Newedge Advisors, Llc | 0.02% | 94,722 | $5,281,702 | $5,156,666 | -$125,036 | -2.37% | |
| Cetera Investment Advisers | 0.00% | 92,462 | $5,155,664 | $5,033,631 | -$122,033 | -2.37% | |
| Chicago Partners Investment Group Llc | 0.09% | 95,150 | $5,154,276 | $5,179,966 | +$25,690 | +0.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 92,423 | $5,013,960 | $5,031,508 | +$17,548 | +0.35% | |
| Sageguard Financial Group, Llc | 0.67% | 85,332 | $4,758,121 | $4,645,474 | -$112,647 | -2.37% | |
| Jane Street Group, Llc | 0.00% | 84,071 | $4,687,799 | $4,576,825 | -$110,974 | -2.37% | |
| Wells Fargo & Company/Mn | 0.00% | 77,643 | $4,329,384 | $4,226,885 | -$102,499 | -2.37% | |
| Commonwealth Equity Services, Llc | 0.01% | 70,149 | $3,854,710 | $3,818,912 | -$35,798 | -0.93% | |
| Advisor Os, Llc | 0.25% | 67,961 | $3,789,513 | $3,699,797 | -$89,716 | -2.37% | |
| Mjp Associates Inc | 0.41% | 67,961 | $3,789,513 | $3,699,797 | -$89,716 | -2.37% | |
| Stifel Financial Corp | 0.00% | 62,539 | $3,487,132 | $3,404,623 | -$82,509 | -2.37% | |
| Prospera Financial Services Inc | 0.04% | 53,836 | $3,002,265 | $2,930,832 | -$71,433 | -2.38% | |
| Osaic Holdings, Inc. | 0.00% | 52,237 | $2,914,373 | $2,843,782 | -$70,591 | -2.42% | |
| Marshall & Sterling Wealth Advisors Inc. | 1.57% | 49,932 | $2,743,745 | $2,718,298 | -$25,447 | -0.93% | |
| Wealth Intelligence, Llc | 1.30% | 49,360 | $2,712,332 | $2,687,158 | -$25,174 | -0.93% | |
| Royal Bank Of Canada | 0.00% | 46,048 | $2,568,000 | $2,506,853 | -$61,147 | -2.38% | |
| Brown, Lisle/Cummings, Inc. | 0.51% | 41,984 | $2,307,006 | $2,285,609 | -$21,397 | -0.93% | |
| Citadel Advisors Llc | 0.00% | 32,739 | $1,825,527 | $1,782,311 | -$43,216 | -2.37% | |
| Bank Of America Corp | 0.00% | 31,752 | $1,770,492 | $1,728,579 | -$41,913 | -2.37% | |
| Truist Financial Corp | 0.00% | 31,499 | $1,730,891 | $1,714,806 | -$16,085 | -0.93% | |
| Insigneo Advisory Services, Llc | 0.06% | 26,460 | $1,475,410 | $1,440,482 | -$34,928 | -2.37% | |
| Ifp Advisors, Inc | 0.02% | 24,440 | $1,342,978 | $1,330,514 | -$12,464 | -0.93% | |
| Janney Montgomery Scott Llc | 0.00% | 22,693 | $1,265,000 | $1,235,407 | -$29,593 | -2.34% | |
| Winnow Wealth Llc | 0.81% | 22,187 | $1,219,197 | $1,207,860 | -$11,337 | -0.93% | |
| Wealthcare Advisory Partners Llc | 0.02% | 19,402 | $1,066,151 | $1,056,245 | -$9,906 | -0.93% | |
| Joel Isaacson & Co., Llc | 0.03% | 19,093 | $1,064,627 | $1,039,423 | -$25,204 | -2.37% | |
| Natixis Advisors, Llc | 0.00% | 18,743 | $1,045,000 | $1,020,369 | -$24,631 | -2.36% | |
| Wcg Wealth Advisors Llc | 0.02% | 17,774 | $991,058 | $967,617 | -$23,441 | -2.37% | |
| Western Wealth Management, Llc | 0.03% | 16,607 | $926,002 | $904,085 | -$21,917 | -2.37% | |
| Flagship Harbor Advisors, Llc | 0.02% | 11,678 | $641,708 | $635,750 | -$5,958 | -0.93% | |
| Apollon Wealth Management, Llc | 0.01% | 10,649 | $585,138 | $579,732 | -$5,406 | -0.92% | |
| Madden Securities Corp | 0.14% | 9,670 | $531,367 | $526,435 | -$4,932 | -0.93% | |
| Verus Capital Partners, Llc | 0.02% | 8,058 | $449,314 | $438,678 | -$10,636 | -2.37% | |
| Private Trust Co Na | 0.03% | 7,745 | $425,588 | $421,638 | -$3,950 | -0.93% | |
| Summit Financial, Llc | 0.00% | 6,465 | $360,477 | $351,955 | -$8,522 | -2.36% | |
| Simplicity Wealth,Llc | 0.01% | 6,230 | $342,354 | $339,161 | -$3,193 | -0.93% |
Frequently asked questions about EFAA
Who are the largest institutional holders of EFAA?
The largest institutional holders of EFAA reported in the latest SEC Form 13F filings include Morgan Stanley, Invesco Ltd., Lpl Financial Llc, Raymond James Financial Inc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported EFAA position.
What is EFAA institutional ownership?
This page tracks EFAA positions reported by institutional investment managers through SEC Form 13F. INVESCO MSCI EAFE INCOME ADV (EFAA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFAA?
InsiderSet currently tracks 74 institutional managers reporting EFAA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFAA shareholders.
How much EFAA stock do institutions own?
Institutional investment managers disclosed approximately $434.41M in EFAA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFAA institutional ownership last updated?
The latest EFAA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFAA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFAA position after the reporting date.
Are institutions buying or selling EFAA?
Institutional buying and selling can be analyzed by comparing EFAA positions across consecutive 13F reporting periods. InsiderSet's EFAA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFAA ownership changes.
How has EFAA institutional ownership changed over time?
InsiderSet tracks EFAA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.