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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 203,094,934 | $18.4B | 14.7% | 2026-Q1 |
| MORGAN STANLEY added | 105,157,541 | $9.5B | 7.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 108,462,596 | $9.5B | 7.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 85,182,345 | $7.7B | 6.2% | 2026-Q1 |
| UBS Group AG added | 69,333,011 | $6.3B | 5.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,861,594 | $4.6B | 3.7% | 2026-Q1 |
| LPL Financial LLC added | 46,029,515 | $4.2B | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 44,654,401 | $4.0B | 3.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 38,117,521 | $3.5B | 2.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 36,342,282 | $3.3B | 2.6% | 2026-Q1 |
| US BANCORP \DE\ added | 35,665,870 | $3.2B | 2.6% | 2026-Q1 |
| BlackRock, Inc. added | 32,548,105 | $2.9B | 2.4% | 2026-Q1 |
| FMR LLC added | 28,255,685 | $2.6B | 2.0% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 25,333,750 | $2.2B | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 21,168,840 | $1.9B | 1.5% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 19,326,473 | $1.7B | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 19,125,357 | $1.7B | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 18,959,497 | $1.7B | 1.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 16,811,167 | $1.5B | 1.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 16,514,199 | $1.5B | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 15,413,138 | $1.4B | 1.1% | 2026-Q1 |
| M&T Bank Corp added | 13,195,103 | $1.2B | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 11,481,025 | $1.0B | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 11,479,180 | $1.0B | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 11,358,893 | $1.0B | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 10,245,000 | $927M | 0.7% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 10,187,432 | $922M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 9,746,939 | $882M | 0.7% | 2026-Q1 |
| Betterment LLC trimmed | 9,262,506 | $839M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,847,558 | $801M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 8,778,321 | $795M | 0.6% | 2026-Q1 |
| Ballentine Partners, LLC added | 6,663,055 | $603M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 6,596,843 | $590M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 6,173,951 | $559M | 0.4% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 5,936,800 | $537M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,692,802 | $515M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 5,580,305 | $505M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,380,318 | $487M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 5,317,741 | $481M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 5,062,078 | $457M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 5,045,664 | $457M | 0.4% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 5,018,186 | $454M | 0.4% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 4,678,255 | $424M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,638,138 | $420M | 0.3% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 4,635,334 | $420M | 0.3% | 2026-Q1 |
| Fiduciary Trust Co added | 4,574,736 | $414M | 0.3% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 4,269,609 | $387M | 0.3% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 4,232,459 | $383M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,020,374 | $364M | 0.3% | 2026-Q1 |
| Hirtle & Co., LLC added | 3,942,504 | $357M | 0.3% | 2026-Q1 |
| Members Trust Co added | 3,893,439 | $352M | 0.3% | 2026-Q1 |
| SIGNATUREFD, LLC added | 3,637,297 | $329M | 0.3% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 3,578,092 | $324M | 0.3% | 2026-Q1 |
| Bell Bank added | 3,550,678 | $321M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 3,492,404 | $321M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 3,541,623 | $321M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC added | 3,526,617 | $319M | 0.3% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 3,394,321 | $307M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 3,345,713 | $302M | 0.2% | 2026-Q1 |
| &PARTNERS added | 3,304,688 | $299M | 0.2% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 3,274,660 | $296M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,137,193 | $284M | 0.2% | 2026-Q1 |
| Stairway Partners, LLC trimmed | 3,088,039 | $280M | 0.2% | 2026-Q1 |
| Heritage Wealth Advisors added | 3,086,375 | $279M | 0.2% | 2026-Q1 |
| Haverford Trust Co added | 2,963,954 | $268M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 2,895,269 | $262M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 2,890,196 | $262M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,883,498 | $261M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,876,994 | $260M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 2,852,637 | $258M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,849,680 | $258M | 0.2% | 2026-Q1 |
| Creative Planning added | 2,753,122 | $249M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 2,684,302 | $243M | 0.2% | 2026-Q1 |
| First Command Advisory Services, Inc. trimmed | 2,607,149 | $236M | 0.2% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 2,581,035 | $234M | 0.2% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 2,574,775 | $233M | 0.2% | 2026-Q1 |
| Connecticut Wealth Management, LLC added | 2,571,288 | $233M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 2,509,338 | $227M | 0.2% | 2026-Q1 |
| Dixon Mitchell Investment Counsel Inc. trimmed | 2,476,353 | $224M | 0.2% | 2026-Q1 |
| Investure, LLC added | 2,464,211 | $223M | 0.2% | 2026-Q1 |
| Nationwide Fund Advisors trimmed | 2,412,970 | $218M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 2,407,502 | $218M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 2,365,635 | $214M | 0.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 2,342,950 | $212M | 0.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 2,288,069 | $207M | 0.2% | 2026-Q1 |
| Matson Money. Inc. added | 2,252,227 | $204M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,206,556 | $200M | 0.2% | 2026-Q1 |
| CHOREO, LLC added | 2,200,695 | $199M | 0.2% | 2026-Q1 |
| CKW FINANCIAL GROUP added | 2,167,028 | $199M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 2,181,407 | $197M | 0.2% | 2026-Q1 |
| Balentine LLC trimmed | 2,154,493 | $195M | 0.2% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 2,137,042 | $193M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,133,256 | $193M | 0.2% | 2026-Q1 |
| Retirement Investment Advisors, Inc. added | 2,085,563 | $187M | 0.1% | 2026-Q1 |
| Passaic Partners LLC trimmed | 2,036,600 | $184M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 2,034,011 | $184M | 0.1% | 2026-Q1 |
| Alaska Permanent Fund Corp added | 7,583,471 | $597M | 0.5% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,585,558 | $550M | 0.4% | 2025-Q2 stale |
| State of New Jersey Common Pension Fund D | 6,424,587 | $486M | 0.4% | 2025-Q1 stale |
| MACQUARIE GROUP LTD added | 3,367,504 | $294M | 0.2% | 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.
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.