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Institutional Ownership · SEC Form 13F

Who owns IEFA (IEFA)


Which tracked institutional funds hold IEFA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEFA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

2,379
Institutional holders
1,638,506,633
Shares held (tracked funds)

How the tape is positioned

712 tracked funds added or opened IEFA while 289 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IEFA’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 1.6% of theirs — a 0.3pp gap the other way — the median holder sizes IEFA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IEFA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 2379 tracked filers holding IEFA, 1276 increased or opened the position and 891 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IEFA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 82

  • TIAA Wealth Investment Management LLC$2.2B
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1.7B
  • UNC Management Company, Inc.$133M
  • ISTHMUS PARTNERS, LLC$46M
  • KINTRA WEALTH, LLC$42M
  • Conrad N. Hilton Foundation$29M

Full exits 60

  • NewEdge Advisors, LLC$114M
  • COMERICA BANK$111M
  • STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$79M
  • Janney Capital Management LLC$75M
  • Planning Project LLC$71M
  • Southern Farm Bureau Life Insurance$61M

Largest adds

  • UBS Group AG$4.4B
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.3B
  • ENVESTNET ASSET MANAGEMENT INC$1.5B
  • M&T Bank Corp$1.2B
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$669M
  • WELLS FARGO & COMPANY/MN$634M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$4.0B
  • BANK OF AMERICA CORP /DE/$2.0B
  • Envestnet Portfolio Solutions, Inc.$536M
  • MISSION WEALTH MANAGEMENT, LP$154M
  • AXXCESS WEALTH MANAGEMENT, LLC$148M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$96M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed203,094,934$18.4B14.7%2026-Q1
MORGAN STANLEY added105,157,541$9.5B7.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added108,462,596$9.5B7.6%2026-Q1
WELLS FARGO & COMPANY/MN added85,182,345$7.7B6.2%2026-Q1
UBS Group AG added69,333,011$6.3B5.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added50,861,594$4.6B3.7%2026-Q1
LPL Financial LLC added46,029,515$4.2B3.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added44,654,401$4.0B3.2%2026-Q1
Bank of New York Mellon Corp added38,117,521$3.5B2.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added36,342,282$3.3B2.6%2026-Q1
US BANCORP \DE\ added35,665,870$3.2B2.6%2026-Q1
BlackRock, Inc. added32,548,105$2.9B2.4%2026-Q1
FMR LLC added28,255,685$2.6B2.0%2026-Q1
TIAA Wealth Investment Management LLC new25,333,750$2.2B1.8%2026-Q1
GOLDMAN SACHS GROUP INC added21,168,840$1.9B1.5%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new19,326,473$1.7B1.4%2026-Q1
TRUIST FINANCIAL CORP added19,125,357$1.7B1.4%2026-Q1
JPMORGAN CHASE & CO added18,959,497$1.7B1.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added16,811,167$1.5B1.2%2026-Q1
BANK OF MONTREAL /CAN/ added16,514,199$1.5B1.2%2026-Q1
AMERIPRISE FINANCIAL INC added15,413,138$1.4B1.1%2026-Q1
M&T Bank Corp added13,195,103$1.2B1.0%2026-Q1
STIFEL FINANCIAL CORP added11,481,025$1.0B0.8%2026-Q1
Cetera Investment Advisers added11,479,180$1.0B0.8%2026-Q1
Cerity Partners LLC added11,358,893$1.0B0.8%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added10,245,000$927M0.7%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added10,187,432$922M0.7%2026-Q1
Mariner, LLC added9,746,939$882M0.7%2026-Q1
Betterment LLC trimmed9,262,506$839M0.7%2026-Q1
ROYAL BANK OF CANADA added8,847,558$801M0.6%2026-Q1
ASSETMARK, INC added8,778,321$795M0.6%2026-Q1
Ballentine Partners, LLC added6,663,055$603M0.5%2026-Q1
ALLIANCEBERNSTEIN L.P. added6,596,843$590M0.5%2026-Q1
Baird Financial Group, Inc. added6,173,951$559M0.4%2026-Q1
Dynasty Wealth Management, LLC added5,936,800$537M0.4%2026-Q1
HighTower Advisors, LLC added5,692,802$515M0.4%2026-Q1
Cresset Asset Management, LLC added5,580,305$505M0.4%2026-Q1
FIFTH THIRD BANCORP added5,380,318$487M0.4%2026-Q1
PRUDENTIAL FINANCIAL INC added5,317,741$481M0.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added5,062,078$457M0.4%2026-Q1
FRANKLIN RESOURCES INC added5,045,664$457M0.4%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO trimmed5,018,186$454M0.4%2026-Q1
Pure Financial Advisors, LLC added4,678,255$424M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added4,638,138$420M0.3%2026-Q1
Mill Creek Capital Advisors, LLC added4,635,334$420M0.3%2026-Q1
Fiduciary Trust Co added4,574,736$414M0.3%2026-Q1
BROWN BROTHERS HARRIMAN & CO added4,269,609$387M0.3%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed4,232,459$383M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed4,020,374$364M0.3%2026-Q1
Hirtle & Co., LLC added3,942,504$357M0.3%2026-Q1
Members Trust Co added3,893,439$352M0.3%2026-Q1
SIGNATUREFD, LLC added3,637,297$329M0.3%2026-Q1
GRIMES & Co WEALTH MANAGEMENT, LLC added3,578,092$324M0.3%2026-Q1
Bell Bank added3,550,678$321M0.3%2026-Q1
Allspring Global Investments Holdings, LLC trimmed3,492,404$321M0.3%2026-Q1
SEI INVESTMENTS CO trimmed3,541,623$321M0.3%2026-Q1
Modera Wealth Management, LLC added3,526,617$319M0.3%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added3,394,321$307M0.2%2026-Q1
Corient Private Wealth LLC added3,345,713$302M0.2%2026-Q1
&PARTNERS added3,304,688$299M0.2%2026-Q1
RiverFront Investment Group, LLC added3,274,660$296M0.2%2026-Q1
JANE STREET GROUP, LLC added3,137,193$284M0.2%2026-Q1
Stairway Partners, LLC trimmed3,088,039$280M0.2%2026-Q1
Heritage Wealth Advisors added3,086,375$279M0.2%2026-Q1
Haverford Trust Co added2,963,954$268M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added2,895,269$262M0.2%2026-Q1
Focus Partners Wealth trimmed2,890,196$262M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed2,883,498$261M0.2%2026-Q1
Rockefeller Capital Management L.P. added2,876,994$260M0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed2,852,637$258M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,849,680$258M0.2%2026-Q1
Creative Planning added2,753,122$249M0.2%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added2,684,302$243M0.2%2026-Q1
First Command Advisory Services, Inc. trimmed2,607,149$236M0.2%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added2,581,035$234M0.2%2026-Q1
Quotient Wealth Partners, LLC added2,574,775$233M0.2%2026-Q1
Connecticut Wealth Management, LLC added2,571,288$233M0.2%2026-Q1
NATIXIS ADVISORS, LLC added2,509,338$227M0.2%2026-Q1
Dixon Mitchell Investment Counsel Inc. trimmed2,476,353$224M0.2%2026-Q1
Investure, LLC added2,464,211$223M0.2%2026-Q1
Nationwide Fund Advisors trimmed2,412,970$218M0.2%2026-Q1
MAI Capital Management added2,407,502$218M0.2%2026-Q1
Janney Montgomery Scott LLC added2,365,635$214M0.2%2026-Q1
OpenArc Corporate Advisory, LLC added2,342,950$212M0.2%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI added2,288,069$207M0.2%2026-Q1
Matson Money. Inc. added2,252,227$204M0.2%2026-Q1
OSAIC HOLDINGS, INC. added2,206,556$200M0.2%2026-Q1
CHOREO, LLC added2,200,695$199M0.2%2026-Q1
CKW FINANCIAL GROUP added2,167,028$199M0.2%2026-Q1
NORTHERN TRUST CORP trimmed2,181,407$197M0.2%2026-Q1
Balentine LLC trimmed2,154,493$195M0.2%2026-Q1
GREENLEAF TRUST trimmed2,137,042$193M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC added2,133,256$193M0.2%2026-Q1
Retirement Investment Advisors, Inc. added2,085,563$187M0.1%2026-Q1
Passaic Partners LLC trimmed2,036,600$184M0.1%2026-Q1
Nuveen, LLC added2,034,011$184M0.1%2026-Q1
Alaska Permanent Fund Corp added7,583,471$597M0.5%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed6,585,558$550M0.4%2025-Q2 stale
State of New Jersey Common Pension Fund D6,424,587$486M0.4%2025-Q1 stale
MACQUARIE GROUP LTD added3,367,504$294M0.2%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership