SPDR MSCI USA STRATEGICFACTO (QUS) Institutional Shareholders
SPDR MSCI USA STRATEGICFACTO (QUS) 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 $1.08B in QUS holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of QUS tracked by InsiderSet, reporting ownership valued at approximately $352.95M in its March 31, 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 $389.43M, representing an estimated gain of +10.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
192
Total Reported Value
$1.08B
Largest Holder
Focus Partners Wealth
Largest Position
$352.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.39% | 2,056,355 | $352,952,848 | $389,432,510 | +$36,479,662 | +10.34% | |
| Sfmg, Llc | 6.37% | 541,590 | $92,958,455 | $102,566,314 | +$9,607,859 | +10.34% | |
| Lpl Financial Llc | 0.02% | 352,798 | $60,554,294 | $66,812,885 | +$6,258,591 | +10.34% | |
| Perennial Investment Advisors, Llc | 4.35% | 317,764 | $54,540,871 | $60,178,146 | +$5,637,275 | +10.34% | |
| Bank Of America Corp | 0.00% | 220,498 | $37,846,316 | $41,757,911 | +$3,911,595 | +10.34% | |
| Howard Capital Management Inc. | 0.45% | 201,781 | $37,705,148 | $38,213,286 | +$508,138 | +1.35% | |
| Envestnet Asset Management Inc | 0.01% | 213,361 | $36,621,346 | $40,406,306 | +$3,784,960 | +10.34% | |
| Ameriprise Financial Inc | 0.01% | 203,948 | $35,000,698 | $38,623,672 | +$3,622,974 | +10.35% | |
| Sage Mountain Advisors Llc | 2.02% | 168,022 | $28,839,257 | $31,820,006 | +$2,980,749 | +10.34% | |
| Morgan Stanley | 0.00% | 125,070 | $21,467,015 | $23,685,757 | +$2,218,742 | +10.34% | |
| Bip Wealth, Llc | 0.74% | 106,132 | $18,216,530 | $20,099,278 | +$1,882,748 | +10.34% | |
| Marotta Asset Management | 2.65% | 84,965 | $15,914,802 | $16,090,672 | +$175,870 | +1.11% | |
| Paul R. Ried Financial Group, Llc | 6.24% | 76,485 | $14,292,178 | $14,484,729 | +$192,551 | +1.35% | |
| Great Point Wealth Advisors, Llc | 2.22% | 73,642 | $13,760,906 | $13,946,322 | +$185,416 | +1.35% | |
| Continuum Advisory, Llc | 1.21% | 73,503 | $12,616,095 | $13,919,998 | +$1,303,903 | +10.34% | |
| American Money Management, Llc | 1.90% | 69,812 | $11,982,561 | $13,220,997 | +$1,238,436 | +10.34% | |
| Royal Bank Of Canada | 0.00% | 67,324 | $11,555,000 | $12,749,819 | +$1,194,819 | +10.34% | |
| Arq Wealth Advisors, Llc | 1.33% | 57,189 | $10,694,938 | $10,830,453 | +$135,515 | +1.27% | |
| Eagle Strategies Llc | 1.06% | 57,036 | $10,657,928 | $10,801,478 | +$143,550 | +1.35% | |
| Garrett Wealth Advisory Group, Llc | 1.73% | 56,836 | $9,755,410 | $10,763,602 | +$1,008,192 | +10.33% | |
| Goodman Advisory Group, Llc | 2.48% | 55,742 | $9,567,527 | $10,556,420 | +$988,893 | +10.34% | |
| Hughes Financial Services, Llc | 1.06% | 42,984 | $8,032,063 | $8,140,310 | +$108,247 | +1.35% | |
| Kingsview Wealth Management, Llc | 0.10% | 43,811 | $7,519,720 | $8,296,927 | +$777,207 | +10.34% | |
| Raymond James Financial Inc | 0.00% | 43,272 | $7,427,146 | $8,194,851 | +$767,705 | +10.34% | |
| Alti Global, Inc. | 0.15% | 39,717 | $6,817,027 | $7,521,605 | +$704,578 | +10.34% | |
| Private Advisor Group, Llc | 0.03% | 34,838 | $6,509,935 | $6,597,620 | +$87,685 | +1.35% | |
| Vista Investment Management | 2.14% | 37,262 | $6,395,646 | $7,056,678 | +$661,032 | +10.34% | |
| First Hawaiian Bank | 0.63% | 26,815 | $5,010,696 | $5,078,225 | +$67,529 | +1.35% | |
| Warner Group Llc | 1.18% | 25,637 | $4,790,840 | $4,855,135 | +$64,295 | +1.34% | |
| Midwest Financial Network, Llc | 3.25% | 25,439 | $4,753,846 | $4,817,638 | +$63,792 | +1.34% | |
| Cerity Partners Llc | 0.01% | 27,663 | $4,748,078 | $5,238,819 | +$490,741 | +10.34% | |
| Parsons Capital Management Inc/Ri | 0.21% | 24,415 | $4,562,251 | $4,623,713 | +$61,462 | +1.35% | |
| Quantinno Capital Management Lp | 0.01% | 26,405 | $4,532,272 | $5,000,579 | +$468,307 | +10.33% | |
| Integrity Wealth Solutions Llc | 1.68% | 24,867 | $4,268,198 | $4,709,312 | +$441,114 | +10.33% | |
| Creativeone Wealth, Llc | 0.10% | 24,695 | $4,238,641 | $4,676,739 | +$438,098 | +10.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,091 | $3,941,080 | $3,994,214 | +$53,134 | +1.35% | |
| Strategic Financial Partners, Ltd. | 1.58% | 21,318 | $3,659,047 | $4,037,203 | +$378,156 | +10.33% | |
| Essex Financial Services, Inc. | 0.19% | 19,897 | $3,415,051 | $3,768,094 | +$353,043 | +10.34% | |
| Kestra Advisory Services, Llc | 0.01% | 17,469 | $3,264,371 | $3,308,279 | +$43,908 | +1.35% | |
| Sharkey, Howes & Javer | 0.37% | 16,176 | $3,022,675 | $3,063,411 | +$40,736 | +1.35% | |
| Flagship Harbor Advisors, Llc | 0.11% | 15,658 | $2,925,878 | $2,965,312 | +$39,434 | +1.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,523 | $2,366,784 | $2,371,606 | +$4,822 | +0.20% | |
| Versant Capital Management, Inc | 0.20% | 11,873 | $2,218,658 | $2,248,509 | +$29,851 | +1.35% | |
| Lbmc Investment Advisors, Llc | 0.13% | 12,145 | $2,084,626 | $2,300,020 | +$215,394 | +10.33% | |
| Goldstein Advisors, Llc | 0.18% | 10,661 | $1,992,133 | $2,018,980 | +$26,847 | +1.35% | |
| Allred Capital Management, Llc | 0.69% | 11,001 | $1,888,212 | $2,083,369 | +$195,157 | +10.34% | |
| Ethic Inc. | 0.02% | 10,068 | $1,881,318 | $1,906,678 | +$25,360 | +1.35% | |
| Mcadam, Llc | 0.08% | 10,824 | $1,857,811 | $2,049,849 | +$192,038 | +10.34% | |
| Cetera Investment Advisers | 0.00% | 10,349 | $1,776,348 | $1,959,894 | +$183,546 | +10.33% | |
| Citadel Advisors Llc | 0.00% | 10,074 | $1,729,101 | $1,907,814 | +$178,713 | +10.34% |
Frequently asked questions about QUS
Who owns the most QUS stock?
The largest holders of QUS 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 SPDR MSCI USA STRATEGICFACTO (QUS).
Is QUS widely held by superinvestors?
Many widely followed stocks like QUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QUS 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.