INVESCO MSCI EAFE INCOME ADV (EFAA) Institutional Shareholders
INVESCO MSCI EAFE INCOME ADV (EFAA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $430.19M in EFAA holdings during the latest filing period.
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 $91.47M, representing an estimated loss of -1.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
71
Total Reported Value
$430.19M
Largest Holder
Morgan Stanley
Largest Position
$92.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $91,472,931 | -$995,000 | -1.08% | |
| Invesco Ltd. | 0.01% | 1,492,000 | $83,193,920 | $82,298,720 | -$895,200 | -1.08% | |
| Lpl Financial Llc | 0.01% | 814,165 | $45,397,867 | $44,909,341 | -$488,526 | -1.08% | |
| Raymond James Financial Inc | 0.01% | 663,330 | $36,987,280 | $36,589,283 | -$397,997 | -1.08% | |
| Jones Financial Companies Lllp | 0.01% | 313,048 | $17,227,015 | $17,267,728 | +$40,713 | +0.24% | |
| Ubs Group Ag | 0.00% | 191,659 | $10,686,906 | $10,571,910 | -$114,996 | -1.08% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 188,181 | $10,492,957 | $10,380,064 | -$112,893 | -1.08% | |
| Prevail Innovative Wealth Advisors, Llc | 1.33% | 159,664 | $8,902,865 | $8,807,066 | -$95,799 | -1.08% | |
| Brookstone Capital Management | 0.09% | 157,768 | $8,797,143 | $8,702,483 | -$94,660 | -1.08% | |
| Lee Johnson Capital Management, Llc | 2.30% | 132,130 | $7,367,569 | $7,288,291 | -$79,278 | -1.08% | |
| Mml Investors Services, Llc | 0.01% | 126,093 | $7,030,945 | $6,955,290 | -$75,655 | -1.08% | |
| Envestnet Asset Management Inc | 0.00% | 120,115 | $6,697,588 | $6,625,543 | -$72,045 | -1.08% | |
| Private Advisor Group, Llc | 0.03% | 97,990 | $5,463,883 | $5,405,128 | -$58,755 | -1.08% | |
| Newedge Advisors, Llc | 0.02% | 94,722 | $5,281,702 | $5,224,866 | -$56,836 | -1.08% | |
| Chicago Partners Investment Group Llc | 0.11% | 95,125 | $5,245,193 | $5,247,095 | +$1,902 | +0.04% | |
| Cetera Investment Advisers | 0.00% | 92,462 | $5,155,664 | $5,100,204 | -$55,460 | -1.08% | |
| Lifestyle Asset Management, Inc. | 1.37% | 91,302 | $5,091,000 | $5,036,218 | -$54,782 | -1.08% | |
| Sageguard Financial Group, Llc | 0.67% | 85,332 | $4,758,121 | $4,706,913 | -$51,208 | -1.08% | |
| Jane Street Group, Llc | 0.00% | 84,071 | $4,687,799 | $4,637,356 | -$50,443 | -1.08% | |
| Wells Fargo & Company/Mn | 0.00% | 77,643 | $4,329,384 | $4,282,788 | -$46,596 | -1.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 75,391 | $4,218,125 | $4,158,568 | -$59,557 | -1.41% | |
| Advisor Os, Llc | 0.25% | 67,961 | $3,789,513 | $3,748,729 | -$40,784 | -1.08% | |
| Mjp Associates Inc | 0.41% | 67,961 | $3,789,513 | $3,748,729 | -$40,784 | -1.08% | |
| Stifel Financial Corp | 0.00% | 62,539 | $3,487,132 | $3,449,651 | -$37,481 | -1.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 59,292 | $3,306,120 | $3,270,547 | -$35,573 | -1.08% | |
| Prospera Financial Services Inc | 0.04% | 53,836 | $3,002,265 | $2,969,594 | -$32,671 | -1.09% | |
| Osaic Holdings, Inc. | 0.00% | 52,237 | $2,914,373 | $2,881,393 | -$32,980 | -1.13% | |
| Royal Bank Of Canada | 0.00% | 46,048 | $2,568,000 | $2,540,008 | -$27,992 | -1.09% | |
| Marshall & Sterling Wealth Advisors Inc. | 1.52% | 45,938 | $2,561,487 | $2,533,940 | -$27,547 | -1.08% | |
| Wealth Intelligence, Llc | 1.17% | 45,187 | $2,519,627 | $2,492,515 | -$27,112 | -1.08% | |
| Brown, Lisle/Cummings, Inc. | 0.48% | 38,760 | $2,161,267 | $2,138,002 | -$23,265 | -1.08% | |
| Citadel Advisors Llc | 0.00% | 32,739 | $1,825,527 | $1,805,883 | -$19,644 | -1.08% | |
| Bank Of America Corp | 0.00% | 31,752 | $1,770,492 | $1,751,440 | -$19,052 | -1.08% | |
| Insigneo Advisory Services, Llc | 0.06% | 26,460 | $1,475,410 | $1,459,534 | -$15,876 | -1.08% | |
| Ifp Advisors, Inc | 0.02% | 22,901 | $1,276,960 | $1,263,219 | -$13,741 | -1.08% | |
| Janney Montgomery Scott Llc | 0.00% | 22,693 | $1,265,000 | $1,251,746 | -$13,254 | -1.05% | |
| Joel Isaacson & Co., Llc | 0.03% | 19,093 | $1,064,627 | $1,053,170 | -$11,457 | -1.08% | |
| Natixis Advisors, Llc | 0.00% | 18,743 | $1,045,000 | $1,033,864 | -$11,136 | -1.07% | |
| Wcg Wealth Advisors Llc | 0.02% | 17,774 | $991,058 | $980,414 | -$10,644 | -1.07% | |
| Wealthcare Advisory Partners Llc | 0.02% | 17,768 | $990,765 | $980,083 | -$10,682 | -1.08% | |
| Western Wealth Management, Llc | 0.03% | 16,607 | $926,002 | $916,042 | -$9,960 | -1.08% | |
| Truist Financial Corp | 0.00% | 13,823 | $770,748 | $762,477 | -$8,271 | -1.07% | |
| Flagship Harbor Advisors, Llc | 0.02% | 11,678 | $651,166 | $644,158 | -$7,008 | -1.08% | |
| Madden Securities Corp | 0.15% | 9,870 | $550,351 | $544,429 | -$5,922 | -1.08% | |
| Apollon Wealth Management, Llc | 0.01% | 9,770 | $544,791 | $538,913 | -$5,878 | -1.08% | |
| Verus Capital Partners, Llc | 0.02% | 8,058 | $449,314 | $444,479 | -$4,835 | -1.08% | |
| Private Trust Co Na | 0.03% | 6,654 | $371,027 | $367,035 | -$3,992 | -1.08% | |
| Winnow Wealth Llc | 0.25% | 6,529 | $364,058 | $360,140 | -$3,918 | -1.08% | |
| Summit Financial, Llc | 0.00% | 6,465 | $360,477 | $356,609 | -$3,868 | -1.07% | |
| Qp Wealth Management, Llc | 0.49% | 6,202 | $345,824 | $342,102 | -$3,722 | -1.08% |
Frequently asked questions about EFAA
Who owns the most EFAA stock?
The largest holders of EFAA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO MSCI EAFE INCOME ADV (EFAA).
Is EFAA widely held by superinvestors?
Many widely followed stocks like EFAA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFAA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.