Who Owns SPDR MSCI EAFE StrategicFactors ETF (QEFA)? -- Institutional Holders (2026-06-30)
163 institutions reported holding $859.8M of SPDR MSCI EAFE StrategicFactors ETF (QEFA) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($125.1M), MORGAN STANLEY ($102.2M), Intelligence Driven Advisers, LLC ($59.4M), AMERIPRISE FINANCIAL INC ($57.2M), ENVESTNET ASSET MANAGEMENT INC ($44.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $125.1M | 1.3M | Added |
| 2 | MORGAN STANLEY | $102.2M | 1.1M | Added |
| 3 | Intelligence Driven Advisers, LLC | $59.4M | 618,501 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $57.2M | 595,929 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 466,785 | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $29.8M | 310,781 | Added |
| 7 | SimpliFi, Inc. | $23.8M | 247,899 | Added |
| 8 | Private Advisor Group, LLC | $22.0M | 229,378 | Added |
| 9 | CX Institutional | $21.0M | 219,118 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $20.7M | 215,964 | Added |
| 11 | KWB Wealth | $15.1M | 156,893 | Trimmed |
| 12 | Equitable Holdings, Inc. | $14.9M | 154,827 | Added |
| 13 | Aptus Capital Advisors, LLC | $14.6M | 151,649 | Added |
| 14 | Financial Guidance Group, Inc. | $14.6M | 151,649 | Added |
| 15 | ARQ WEALTH ADVISORS, LLC | $14.5M | 149,024 | Added |
| 16 | ARRIEN INVESTMENTS, INC. | $14.4M | 149,823 | Added |
| 17 | Dynamic Advisor Solutions LLC | $13.7M | 143,056 | Added |
| 18 | JANE STREET GROUP, LLC | $13.5M | 140,309 | Added |
| 19 | FIRST HAWAIIAN BANK | $13.1M | 136,092 | Trimmed |
| 20 | Financial Enhancement Group LLC | $12.9M | 134,597 | Trimmed |
| 21 | Evergreen Private Wealth LLC | $10.7M | 109,830 | Added |
| 22 | CAPTRUST FINANCIAL ADVISORS | $9.5M | 99,291 | Added |
| 23 | Brio Consultants, LLC | $9.2M | 95,653 | Trimmed |
| 24 | NewEdge Advisors, LLC | $8.8M | 91,875 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 91,725 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30