125 tracked 13F filers disclose a position in QEFA as of the latest SEC 13F filings, a combined $799.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $120.5M | 1.3M | ▲+2.2% Added · +28K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $98.1M | 1.1M | ▼−3.9% Reduced · −43K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $93.5M | 1.0M | ▼−3.0% Reduced · −31K sh | Q1 2026 | |
| 4 | Intelligence Driven Advisers, LLC | $57.2M | 613K | ▼−15% Reduced · −111K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $40.2M | 431K | ▲+24% Added · +83K sh | Q1 2026 | |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $27.0M | 289K | ▲+9.5% Added · +25K sh | Q1 2026 | |
| 7 | SimpliFi, Inc. | $23.8M | 248K | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 8 | Private Advisor Group, LLC | $22.0M | 229K | ▲+8.3% Added · +18K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $19.2M | 206K | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 10 | KWB Wealth | $15.1M | 157K | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 11 | Financial Guidance Group, Inc. | $14.6M | 152K | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 12 | ARRIEN INVESTMENTS, INC. | $14.4M | 150K | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 13 | ARQ WEALTH ADVISORS, LLC | $14.5M | 149K | ▲+8.6% Added · +12K sh | Q2 2026 | |
| 14 | Aptus Capital Advisors, LLC | $13.8M | 148K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $13.4M | 148K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 16 | Dynamic Advisor Solutions LLC | $13.7M | 143K | ▲+11% Added · +15K sh | Q2 2026 | |
| 17 | FIRST HAWAIIAN BANK | $13.1M | 136K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 18 | Financial Enhancement Group LLC | $12.9M | 135K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | $10.6M | 114K | ▲+4.4% Added · +5K sh | Q1 2026 | |
| 20 | Evergreen Private Wealth LLC | $10.7M | 110K | ▲+0.7% Added · +743 sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 93K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 22 | Eagle Strategies LLC | $8.4M | 88K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $8.0M | 86K | ▲+39% Added · +24K sh | Q1 2026 | |
| 24 | CWM, LLC | $7.4M | 79K | ▲+23% Added · +15K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 76K | ▼−4.2% Reduced · −3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in QEFA and 16 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $10.5B |
| APPLE INCAAPL | 55 funds | $10.0B |
| MICROSOFT CORPMSFT | 55 funds | $7.5B |
| BROADCOM INCAVGO | 55 funds | $3.8B |
| AMAZON.COM INCAMZN | 54 funds | $5.0B |
| VANGUARD S&P 500 ETFVOO | 54 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 54 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 54 funds | $3.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 54 funds | $3.0B |
| ELI LILLY & COLLY | 54 funds | $2.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 54 funds | $2.0B |
| TESLA INCTSLA | 53 funds | $1.8B |
Ranked by how many of QEFA's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 932 funds | $28.0B |
| SPEMcs | 771 funds | $10.8B |
| FEZcommon | 291 funds | $2.0B |
| GNRmc | 234 funds | $3.4B |
| CWIcommon | 225 funds | $1.9B |
| GWXcs | 204 funds | $497.2M |
| RWOcs | 171 funds | $832.8M |
| EDIVmc | 164 funds | $723.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for QEFA
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/QEFA/capital-change-brief"
Use Arkolith's capital_change_brief for QEFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for QEFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.