QEFA

STSR SPD MSC Eaf STGFS-US In$94.45 1.57%
UnclassifiedUSCUSIP 78463X434· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
46
+4 QoQ
13F Value (tracked)
$143.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)11 adding · 7 trimming
Insider net (180d)$0

Price & smart-money activity

$94.45 1.57%5Y +24.0%
$51.81$64.64$77.47$90.31$103.142021202220232024202520267593921035785125137127109971158128912616111910161616161613
Hover for who · click for detailEnd-of-day closing prices52w $82.92 – $99.76
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Ask your agent who owns QEFA

This stock page is the Follow view. The Build view lets your agent query QEFA owners, fund changes, insider filings, and source links through REST or MCP.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/QEFA"
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Use Arkolith to show who owns QEFA,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

46 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1GREAT VALLEY ADVISOR GROUP, INC.
$27.0M
289K
+9.5%
Added · +25K sh
Q1 2026
2Private Advisor Group, LLC
$19.7M
212K
−1.8%
Reduced · −4K sh
Q1 2026
3Aptus Capital Advisors, LLC
$13.8M
148K
+2.6%
Added · +4K sh
Q1 2026
4Equitable Holdings, Inc.
$13.4M
148K
+4.4%
Added · +6K sh
Q1 2026
5Dynamic Advisor Solutions LLC
$12.0M
128K
+5.1%
Added · +6K sh
Q1 2026
6NewEdge Advisors, LLC
$10.6M
114K
+4.4%
Added · +5K sh
Q1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$7.5M
79K
−17%
Reduced · −16K sh
Q1 2026
8CWM, LLC
$7.4M
79K
+23%
Added · +15K sh
Q1 2026
9MML INVESTORS SERVICES, LLC
$4.8M
51K
−3.3%
Reduced · −2K sh
Q1 2026
10MANNING & NAPIER ADVISORS LLC
$3.5M
37K
+66%
Added · +15K sh
Q1 2026
11IHT Wealth Management, LLC
$3.0M
32K
Held
Q1 2026
12NorthRock Partners, LLC
$2.7M
29K
−12%
Reduced · −4K sh
Q1 2026
13Wealthcare Advisory Partners LLC
$2.3M
25K
+0.2%
Added · +59 sh
Q1 2026
14JOURNEY STRATEGIC WEALTH LLC
$2.3M
24K
−1.6%
Reduced · −390 sh
Q1 2026
15CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$1.8M
19K
+5.7%
Added · +1K sh
Q1 2026
16IFP Advisors, Inc
$1.5M
16K
+5.4%
Added · +808 sh
Q1 2026
17Cornerstone Wealth Management, LLC
$1.3M
14K
+12%
Added · +2K sh
Q1 2026
18McAdam, LLC
$1.3M
14K
+5.1%
Added · +671 sh
Q1 2026
19PFG Advisors
$1.2M
13K
−47%
Reduced · −12K sh
Q1 2026
20Stratos Wealth Partners, LTD.
$898K
10K
−7.9%
Reduced · −822 sh
Q1 2026
21Sowell Financial Services LLC
$592K
6K
−0.2%
Reduced · −11 sh
Q1 2026
22VestGen Advisors, LLC
$543K
6K
−2.3%
Reduced · −133 sh
Q1 2026
23FMR LLC
$515K
6K
+20%
Added · +934 sh
Q1 2026
24DIVERSIFY WEALTH MANAGEMENT, LLC
$425K
4K
New
+4K sh
Q1 2026
25WADDELL & ASSOCIATES, LLC
$410K
4K
Held
Q1 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
9
funds
Reduced
7
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

88 funds+39 since Q2 2022
04488Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $578.3M

Share classes

Class13F holdersValue held
SPDWcs403 funds$24.6B
SPEMcs337 funds$9.3B
FEZcommon195 funds$1.9B
GNRSTATE STREET SPD152 funds$3.1B
CWIcommon148 funds$1.7B
GWXcs134 funds$443.7M
RWOcs110 funds$774.4M
EWXcommon108 funds$409.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own QEFA also own

CompanyCo-held byCombined value
VANGUARD S&P 500 ETFVOO48 funds$10.3B
MICROSOFT CORPMSFT48 funds$10.0B
SS SPDR S&P 500 ETF TRUST-USSPY48 funds$7.4B
ALPHABET INC-CL AGOOGL48 funds$6.6B
JPMORGAN CHASE & COJPM48 funds$4.3B
JOHNSON & JOHNSONJNJ48 funds$4.2B
ALPHABET INC-CL CGOOG48 funds$4.1B
VANGUARD TOTAL STOCK MKT ETFVTI48 funds$3.3B
VANGUARD GROWTH ETFVUG48 funds$3.3B
ISHARES CORE MSCI EAFE ETFIEFA48 funds$3.1B
VANGUARD VALUE ETFVTV48 funds$3.0B
ISHARES CORE S&P SMALL-CAP EIJR48 funds$2.0B

Ranked by how many of QEFA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.