QEFA Institutional Ownership & Shareholders
SPDR MSCI EAFE STRATEGICFACT (QEFA) is currently held by 152 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $832.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of QEFA tracked by InsiderSet, reporting ownership valued at approximately $125.06M 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 $130.50M, representing an estimated gain of +4.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed QEFA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Intelligence Driven Advisers, Llc, and several other long-term asset managers with concentrated positions in SPDR MSCI EAFE STRATEGICFACT (QEFA).
This page ranks the largest institutional QEFA 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
152
Total Reported Value
$832.07M
Largest Holder
Lpl Financial Llc
Largest Position
$125.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 1,302,470 | $125,056,632 | $130,498,889 | +$5,442,257 | +4.35% | |
| Morgan Stanley | 0.01% | 1,064,134 | $102,172,916 | $106,619,196 | +$4,446,280 | +4.35% | |
| Intelligence Driven Advisers, Llc | 10.55% | 626,581 | $61,110,446 | $62,779,276 | +$1,668,830 | +2.73% | |
| Ameriprise Financial Inc | 0.01% | 595,929 | $57,216,896 | $59,708,148 | +$2,491,252 | +4.35% | |
| Envestnet Asset Management Inc | 0.01% | 466,785 | $44,818,364 | $46,768,773 | +$1,950,409 | +4.35% | |
| Great Valley Advisor Group, Inc. | 0.47% | 310,781 | $29,839,514 | $31,138,203 | +$1,298,689 | +4.35% | |
| Simplifi, Inc. | 9.76% | 245,447 | $23,938,401 | $24,592,168 | +$653,767 | +2.73% | |
| Private Advisor Group, Llc | 0.10% | 229,378 | $22,023,647 | $22,982,160 | +$958,513 | +4.35% | |
| Bank Of America Corp | 0.00% | 215,964 | $20,735,831 | $21,638,166 | +$902,335 | +4.35% | |
| Financial Guidance Group, Inc. | 5.62% | 161,064 | $15,708,600 | $16,137,549 | +$428,949 | +2.73% | |
| Arrien Investments, Inc. | 7.93% | 158,676 | $15,475,655 | $15,898,287 | +$422,632 | +2.73% | |
| Equitable Holdings, Inc. | 0.09% | 154,827 | $14,865,757 | $15,512,642 | +$646,885 | +4.35% | |
| Aptus Capital Advisors, Llc | 0.11% | 151,649 | $14,560,579 | $15,194,228 | +$633,649 | +4.35% | |
| Dynamic Advisor Solutions Llc | 0.41% | 146,568 | $14,294,752 | $14,685,145 | +$390,393 | +2.73% | |
| Kwb Wealth | 1.22% | 146,466 | $14,284,871 | $14,674,925 | +$390,054 | +2.73% | |
| Arq Wealth Advisors, Llc | 1.70% | 145,151 | $14,156,532 | $14,543,171 | +$386,639 | +2.73% | |
| Jane Street Group, Llc | 0.01% | 140,309 | $13,471,769 | $14,058,035 | +$586,266 | +4.35% | |
| Financial Enhancement Group Llc | 1.47% | 131,957 | $12,798,503 | $13,221,220 | +$422,717 | +3.30% | |
| Evergreen Private Wealth Llc | 3.98% | 111,493 | $10,873,939 | $11,170,862 | +$296,923 | +2.73% | |
| Captrust Financial Advisors | 0.01% | 99,291 | $9,533,425 | $9,948,302 | +$414,877 | +4.35% | |
| Brio Consultants, Llc | 1.08% | 95,653 | $9,184,140 | $9,583,799 | +$399,659 | +4.35% | |
| Newedge Advisors, Llc | 0.03% | 91,875 | $8,821,405 | $9,205,268 | +$383,863 | +4.35% | |
| Commonwealth Equity Services, Llc | 0.01% | 91,725 | $8,806,980 | $9,190,239 | +$383,259 | +4.35% | |
| Eagle Strategies Llc | 0.81% | 85,205 | $8,310,061 | $8,536,978 | +$226,917 | +2.73% | |
| First Hawaiian Bank | 0.99% | 83,714 | $8,164,626 | $8,387,590 | +$222,964 | +2.73% | |
| Cwm, Llc | 0.02% | 78,878 | $7,356,917 | $7,903,054 | +$546,137 | +7.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 75,314 | $7,313,704 | $7,545,965 | +$232,261 | +3.18% | |
| Palladiem, Llc | 6.45% | 69,242 | $6,648,277 | $6,937,591 | +$289,314 | +4.35% | |
| Moneta Group Investment Advisors Llc | 0.04% | 60,694 | $5,827,566 | $6,081,138 | +$253,572 | +4.35% | |
| Mml Investors Services, Llc | 0.01% | 60,678 | $5,825,950 | $6,079,535 | +$253,585 | +4.35% | |
| Hobart Private Capital, Llc | 0.88% | 53,218 | $5,190,383 | $5,332,092 | +$141,709 | +2.73% | |
| Sage Mountain Advisors Llc | 0.30% | 50,581 | $4,856,510 | $5,067,882 | +$211,372 | +4.35% | |
| Manning & Napier Advisors Llc | 0.06% | 50,096 | $4,813,180 | $5,019,288 | +$206,108 | +4.28% | |
| Rhs Financial, Llc | 1.61% | 48,749 | $4,754,490 | $4,884,328 | +$129,838 | +2.73% | |
| Royal Bank Of Canada | 0.00% | 46,801 | $4,494,000 | $4,689,151 | +$195,151 | +4.34% | |
| 1620 Investment Advisors, Inc. | 2.60% | 43,724 | $4,198,205 | $4,380,856 | +$182,651 | +4.35% | |
| Johnson & White Wealth Management, Llc | 1.49% | 41,527 | $3,987,187 | $4,160,731 | +$173,544 | +4.35% | |
| Mercer Global Advisors Inc | 0.00% | 37,365 | $3,587,601 | $3,743,726 | +$156,125 | +4.35% | |
| Adapt Wealth Advisors, Llc | 1.16% | 37,049 | $3,557,269 | $3,712,065 | +$154,796 | +4.35% | |
| Resolute Wealth Advisor, Inc. | 2.00% | 37,711 | $3,517,306 | $3,778,393 | +$261,087 | +7.42% | |
| Stifel Financial Corp | 0.00% | 35,842 | $3,441,361 | $3,591,132 | +$149,771 | +4.35% | |
| Western Wealth Management, Llc | 0.11% | 35,111 | $3,371,195 | $3,517,890 | +$146,695 | +4.35% | |
| Citadel Advisors Llc | 0.00% | 33,830 | $3,248,187 | $3,389,542 | +$141,355 | +4.35% | |
| Iht Wealth Management, Llc | 0.07% | 32,647 | $3,134,642 | $3,271,014 | +$136,372 | +4.35% | |
| Northrock Partners, Llc | 0.04% | 28,534 | $2,739,644 | $2,858,918 | +$119,274 | +4.35% | |
| L & S Advisors Inc | 0.27% | 27,496 | $2,640,073 | $2,754,918 | +$114,845 | +4.35% | |
| 21 West Wealth Management Llc | 2.23% | 26,291 | $2,564,161 | $2,634,184 | +$70,023 | +2.73% | |
| Betterment Llc | 0.00% | 26,315 | $2,527,000 | $2,636,589 | +$109,589 | +4.34% | |
| Journey Strategic Wealth Llc | 0.06% | 24,422 | $2,277,841 | $2,446,923 | +$169,082 | +7.42% | |
| Nvwm, Llc | 0.41% | 22,341 | $2,179,010 | $2,238,421 | +$59,411 | +2.73% |
Frequently asked questions about QEFA
Who are the largest institutional holders of QEFA?
The largest institutional holders of QEFA reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Intelligence Driven Advisers, Llc, Ameriprise Financial Inc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported QEFA position.
What is QEFA institutional ownership?
This page tracks QEFA positions reported by institutional investment managers through SEC Form 13F. SPDR MSCI EAFE STRATEGICFACT (QEFA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QEFA?
InsiderSet currently tracks 152 institutional managers reporting QEFA 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 QEFA shareholders.
How much QEFA stock do institutions own?
Institutional investment managers disclosed approximately $832.07M in QEFA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QEFA institutional ownership last updated?
The latest QEFA 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 QEFA 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 QEFA position after the reporting date.
Are institutions buying or selling QEFA?
Institutional buying and selling can be analyzed by comparing QEFA positions across consecutive 13F reporting periods. InsiderSet's QEFA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QEFA ownership changes.
How has QEFA institutional ownership changed over time?
InsiderSet tracks QEFA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.