Who owns QEFA
Which tracked institutional funds hold QEFA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QEFA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
32 tracked funds added or opened QEFA while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
QEFA’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes QEFA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QEFA 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 2026-Q1 and 2026-Q2, across 146 tracked filers holding QEFA, 76 increased or opened the position and 58 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 QEFA between the 2026-Q1 and 2026-Q2 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 4
- RHS Financial, LLC$4M
- CITADEL ADVISORS LLC$3M
- TENET WEALTH PARTNERS, LLC$842K
- Vise Technologies, Inc.$626K
Full exits 10
- CX Institutional$30M
- Independent Advisor Alliance$15M
- HighTower Advisors, LLC$8M
- CWM, LLC$7M
- GOLDMAN SACHS GROUP INC$4M
- OLD MISSION CAPITAL LLC$4M
Largest adds
- JANE STREET GROUP, LLC$11M
- NewEdge Advisors, LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$5M
- LPL Financial LLC$5M
- MORGAN STANLEY$4M
- ROYAL BANK OF CANADA$3M
Largest trims
- AMERIPRISE FINANCIAL INC$36M
- Hobart Private Capital, LLC$7M
- OSAIC HOLDINGS, INC.$3M
- Mariner, LLC$1M
- PFG Advisors$444K
- Financial Enhancement Group LLC$396K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,302,470 | $125M | 15.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,064,134 | $102M | 12.5% | 2026-Q2 |
| Intelligence Driven Advisers, LLC added | 618,501 | $59M | 7.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 595,929 | $57M | 7.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 466,785 | $45M | 5.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 310,781 | $30M | 3.6% | 2026-Q2 |
| SimpliFi, Inc. added | 247,899 | $24M | 2.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 229,378 | $22M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 215,964 | $21M | 2.5% | 2026-Q2 |
| KWB Wealth trimmed | 156,893 | $15M | 1.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 154,827 | $15M | 1.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 151,649 | $15M | 1.8% | 2026-Q2 |
| Financial Guidance Group, Inc. added | 151,649 | $15M | 1.8% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. added | 149,823 | $14M | 1.8% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 149,024 | $15M | 1.8% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 143,056 | $14M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 140,309 | $13M | 1.6% | 2026-Q2 |
| FIRST HAWAIIAN BANK trimmed | 136,092 | $13M | 1.6% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 134,597 | $13M | 1.6% | 2026-Q2 |
| Evergreen Private Wealth LLC added | 109,830 | $11M | 1.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 99,291 | $10M | 1.2% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 95,653 | $9M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 91,875 | $9M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 91,725 | $9M | 1.1% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 87,503 | $8M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 75,849 | $7M | 0.9% | 2026-Q2 |
| PALLADIEM, LLC trimmed | 69,242 | $7M | 0.8% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 60,694 | $6M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 60,678 | $6M | 0.7% | 2026-Q2 |
| Hobart Private Capital, LLC trimmed | 52,770 | $5M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,639 | $5M | 0.6% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 50,581 | $5M | 0.6% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 50,096 | $5M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 46,801 | $4M | 0.5% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 43,724 | $4M | 0.5% | 2026-Q2 |
| Johnson & White Wealth Management, LLC trimmed | 41,527 | $4M | 0.5% | 2026-Q2 |
| RHS Financial, LLC new | 39,767 | $4M | 0.5% | 2026-Q2 |
| RESOLUTE WEALTH ADVISOR, INC. | 37,711 | $4M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 37,365 | $4M | 0.4% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 37,049 | $4M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 35,842 | $3M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 35,111 | $3M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 33,830 | $3M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 32,647 | $3M | 0.4% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 28,534 | $3M | 0.3% | 2026-Q2 |
| L & S Advisors Inc added | 27,496 | $3M | 0.3% | 2026-Q2 |
| 21 West Wealth Management LLC trimmed | 26,344 | $3M | 0.3% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC added | 22,153 | $2M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 22,069 | $2M | 0.3% | 2026-Q2 |
| NVWM, LLC trimmed | 22,063 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,458 | $2M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 20,844 | $2M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 20,560 | $2M | 0.2% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,984 | $2M | 0.2% | 2026-Q2 |
| Stanich Group LLC added | 18,953 | $2M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 16,034 | $2M | 0.2% | 2026-Q2 |
| Element Wealth, LLC added | 15,936 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 15,452 | $1M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 15,002 | $1M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,342 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 14,290 | $1M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 11,973 | $1M | 0.1% | 2026-Q2 |
| McAdam, LLC trimmed | 10,230 | $982K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 10,083 | $968K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 9,980 | $958K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 9,964 | $957K | 0.1% | 2026-Q2 |
| TENET WEALTH PARTNERS, LLC new | 8,623 | $842K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 8,308 | $798K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,519 | $626K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 6,287 | $604K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,252 | $600K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 6,119 | $588K | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 6,033 | $579K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 5,826 | $559K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC | 5,580 | $536K | 0.1% | 2026-Q2 |
| Avail Investment Partners, LLC | 5,460 | $524K | 0.1% | 2026-Q2 |
| Investment Research Partners LLC | 5,460 | $524K | 0.1% | 2026-Q2 |
| RED REEF ADVISORS LLC added | 5,060 | $486K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 4,765 | $458K | 0.1% | 2026-Q2 |
| January Capital Advisors LLC trimmed | 4,719 | $453K | 0.1% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC | 4,394 | $422K | 0.1% | 2026-Q2 |
| Flagship Private Wealth, LLC added | 4,365 | $419K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 4,347 | $417K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 4,337 | $416K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 3,887 | $373K | 0.0% | 2026-Q2 |
| Opulen Financial Group LLC added | 3,792 | $364K | 0.0% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 3,727 | $358K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 3,603 | $346K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 3,494 | $335K | 0.0% | 2026-Q2 |
| Valmark Advisers, Inc. | 3,419 | $328K | 0.0% | 2026-Q2 |
| Collaborative Wealth Managment Inc. added | 3,217 | $309K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 3,182 | $305K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 3,140 | $307K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 3,140 | $307K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 3,117 | $299K | 0.0% | 2026-Q2 |
| Simplicity Wealth,LLC | 2,808 | $270K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,799 | $269K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 2,792 | $268K | 0.0% | 2026-Q2 |
| Linscomb Wealth, Inc. | 2,784 | $267K | 0.0% | 2026-Q2 |
| Seed Wealth Management, Inc. | 2,500 | $240K | 0.0% | 2026-Q2 |
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.