QUS Institutional Ownership & Shareholders
SPDR MSCI USA STRATEGICFACTO (QUS) is currently held by 190 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of QUS tracked by InsiderSet, reporting ownership valued at approximately $389.35M 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 $408.80M, representing an estimated gain of +5.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed QUS value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Sfmg, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR MSCI USA STRATEGICFACTO (QUS).
This page ranks the largest institutional QUS 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
190
Total Reported Value
$1.20B
Largest Holder
Focus Partners Wealth
Largest Position
$389.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.40% | 2,083,611 | $389,347,122 | $408,804,478 | +$19,457,356 | +5.00% | |
| Sfmg, Llc | 6.38% | 560,714 | $104,776,010 | $110,012,087 | +$5,236,077 | +5.00% | |
| Lpl Financial Llc | 0.02% | 373,850 | $69,858,256 | $73,349,370 | +$3,491,114 | +5.00% | |
| Perennial Investment Advisors, Llc | 3.75% | 300,970 | $56,243,438 | $59,050,314 | +$2,806,876 | +4.99% | |
| Howard Capital Management Inc. | 0.48% | 208,182 | $39,577,487 | $40,845,308 | +$1,267,821 | +3.20% | |
| Envestnet Asset Management Inc | 0.01% | 206,813 | $38,645,429 | $40,576,711 | +$1,931,282 | +5.00% | |
| Bank Of America Corp | 0.00% | 205,402 | $38,381,708 | $40,299,872 | +$1,918,164 | +5.00% | |
| Bip Wealth, Llc | 0.91% | 177,304 | $33,707,255 | $34,787,045 | +$1,079,790 | +3.20% | |
| Sage Mountain Advisors Llc | 1.92% | 164,665 | $31,304,420 | $32,307,273 | +$1,002,853 | +3.20% | |
| Ameriprise Financial Inc | 0.01% | 161,121 | $30,098,562 | $31,611,940 | +$1,513,378 | +5.03% | |
| Morgan Stanley | 0.00% | 122,928 | $22,970,536 | $24,118,474 | +$1,147,938 | +5.00% | |
| Mckinney Capital Management, Llc | 7.63% | 103,585 | $19,356,069 | $20,323,377 | +$967,308 | +5.00% | |
| Marotta Asset Management | 3.01% | 93,212 | $17,720,533 | $18,288,194 | +$567,661 | +3.20% | |
| Paul R. Ried Financial Group, Llc | 6.24% | 76,485 | $14,292,178 | $15,006,357 | +$714,179 | +5.00% | |
| Continuum Advisory, Llc | 1.13% | 75,092 | $14,031,798 | $14,733,050 | +$701,252 | +5.00% | |
| Great Point Wealth Advisors, Llc | 2.18% | 72,219 | $13,729,591 | $14,169,368 | +$439,777 | +3.20% | |
| American Money Management, Llc | 1.93% | 72,164 | $13,484,689 | $14,158,577 | +$673,888 | +5.00% | |
| Royal Bank Of Canada | 0.00% | 66,548 | $12,435,000 | $13,056,718 | +$621,718 | +5.00% | |
| Arq Wealth Advisors, Llc | 1.38% | 60,395 | $11,481,602 | $11,849,499 | +$367,897 | +3.20% | |
| Elevation Point Wealth Partners, Llc | 0.20% | 57,890 | $10,817,369 | $11,358,018 | +$540,649 | +5.00% | |
| Eagle Strategies Llc | 1.03% | 55,863 | $10,620,171 | $10,960,321 | +$340,150 | +3.20% | |
| Goodman Advisory Group, Llc | 2.29% | 53,147 | $10,103,786 | $10,427,441 | +$323,655 | +3.20% | |
| Garrett Wealth Advisory Group, Llc | 1.51% | 52,398 | $9,961,389 | $10,280,488 | +$319,099 | +3.20% | |
| Elevation Capital Advisory, Llc | 3.40% | 45,557 | $8,660,843 | $8,938,283 | +$277,440 | +3.20% | |
| Hughes Financial Services, Llc | 1.07% | 42,643 | $8,414,317 | $8,366,557 | -$47,760 | -0.57% | |
| Raymond James Financial Inc | 0.00% | 39,763 | $7,430,040 | $7,801,501 | +$371,461 | +5.00% | |
| Alti Global, Inc. | 0.15% | 39,752 | $7,428,048 | $7,799,342 | +$371,294 | +5.00% | |
| Newedge Advisors, Llc | 0.02% | 38,014 | $7,103,286 | $7,458,347 | +$355,061 | +5.00% | |
| Vista Investment Management | 2.10% | 37,265 | $6,963,398 | $7,311,393 | +$347,995 | +5.00% | |
| Quantinno Capital Management Lp | 0.01% | 36,317 | $6,786,385 | $7,125,395 | +$339,010 | +5.00% | |
| Private Advisor Group, Llc | 0.03% | 34,838 | $6,509,935 | $6,835,216 | +$325,281 | +5.00% | |
| Cerity Partners Llc | 0.01% | 26,395 | $4,932,215 | $5,178,699 | +$246,484 | +5.00% | |
| First Hawaiian Bank | 0.59% | 25,644 | $4,875,181 | $5,031,353 | +$156,172 | +3.20% | |
| Warner Group Llc | 1.18% | 25,637 | $4,790,840 | $5,029,979 | +$239,139 | +4.99% | |
| Integrity Wealth Solutions Llc | 1.69% | 24,428 | $4,564,656 | $4,792,774 | +$228,118 | +5.00% | |
| Parsons Capital Management Inc/Ri | 0.19% | 23,413 | $4,450,984 | $4,593,631 | +$142,647 | +3.20% | |
| Midwest Financial Network, Llc | 3.00% | 23,171 | $4,405,061 | $4,546,150 | +$141,089 | +3.20% | |
| Creativeone Wealth, Llc | 0.09% | 21,465 | $4,010,939 | $4,211,433 | +$200,494 | +5.00% | |
| Essex Financial Services, Inc. | 0.18% | 19,854 | $3,710,030 | $3,895,355 | +$185,325 | +5.00% | |
| Kestra Advisory Services, Llc | 0.01% | 17,420 | $3,311,802 | $3,417,804 | +$106,002 | +3.20% | |
| Versant Capital Management, Inc | 0.24% | 14,985 | $2,848,848 | $2,940,057 | +$91,209 | +3.20% | |
| Sharkey, Howes & Javer | 0.34% | 14,666 | $2,788,153 | $2,877,469 | +$89,316 | +3.20% | |
| Allred Capital Management, Llc | 0.86% | 14,014 | $2,618,680 | $2,749,547 | +$130,867 | +5.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,800 | $2,288,692 | $2,315,160 | +$26,468 | +1.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,026 | $2,286,300 | $2,359,501 | +$73,201 | +3.20% | |
| Lbmc Investment Advisors, Llc | 0.12% | 12,199 | $2,279,502 | $2,393,444 | +$113,942 | +5.00% | |
| Cetera Investment Advisers | 0.00% | 11,124 | $2,078,640 | $2,182,529 | +$103,889 | +5.00% | |
| Goldstein Advisors, Llc | 0.18% | 10,623 | $2,019,539 | $2,084,233 | +$64,694 | +3.20% | |
| Ethic Inc. | 0.02% | 10,068 | $1,881,318 | $1,975,342 | +$94,024 | +5.00% | |
| Nwam Llc | 0.09% | 9,169 | $1,713,362 | $1,798,958 | +$85,596 | +5.00% |
Frequently asked questions about QUS
Who are the largest institutional holders of QUS?
The largest institutional holders of QUS reported in the latest SEC Form 13F filings include Focus Partners Wealth, Sfmg, Llc, Lpl Financial Llc, Perennial Investment Advisors, Llc, and Howard Capital Management Inc.. InsiderSet ranks institutional holders by their latest reported QUS position.
What is QUS institutional ownership?
This page tracks QUS positions reported by institutional investment managers through SEC Form 13F. SPDR MSCI USA STRATEGICFACTO (QUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QUS?
InsiderSet currently tracks 190 institutional managers reporting QUS 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 QUS shareholders.
How much QUS stock do institutions own?
Institutional investment managers disclosed approximately $1.20B in QUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QUS institutional ownership last updated?
The latest QUS 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 QUS 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 QUS position after the reporting date.
Are institutions buying or selling QUS?
Institutional buying and selling can be analyzed by comparing QUS positions across consecutive 13F reporting periods. InsiderSet's QUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QUS ownership changes.
How has QUS institutional ownership changed over time?
InsiderSet tracks QUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.