Among active 13F managers last quarter, 4 opened and 19 added, while 15 reduced; the largest holder to move was Intelligence Driven Advisers, LLC (+0.9%). No recent Form 4 insider filings for QEFA.
Funds lean in and no leg opposes.
146 tracked 13F filers disclose a position in QEFA as of the latest SEC 13F filings, a combined $845.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.3M | $120.5M | ▲+2.2% Added · +28K sh | Q1 2026 | |
| 2 | Morgan Stanley | 1.1M | $98.1M | ▼−3.9% Reduced · −43K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 1.0M | $93.5M | ▼−3.0% Reduced · −31K sh | Q1 2026 | |
| 4 | Intelligence Driven Advisers, LLC | 619K | $59.4M | ▲+0.9% Added · +6K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 431K | $40.2M | ▲+24% Added · +83K sh | Q1 2026 | |
| 6 | Great Valley Advisor Group, Inc. | 311K | $29.8M | ▲+7.5% Added · +22K sh | Q2 2026 | |
| 7 | SimpliFi, Inc. | 248K | $23.8M | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 8 | Private Advisor Group, LLC | 229K | $22.0M | ▲+8.3% Added · +18K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 206K | $19.2M | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 10 | KWB Wealth | 157K | $15.1M | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 11 | Equitable Holdings, Inc. | 155K | $14.9M | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 12 | Aptus Capital Advisors, LLC | 152K | $14.6M | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 13 | Financial Guidance Group, Inc. | 152K | $14.6M | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 14 | Arrien Investments, Inc. | 150K | $14.4M | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 15 | Arq Wealth Advisors, LLC | 149K | $14.5M | ▲+8.6% Added · +12K sh | Q2 2026 | |
| 16 | Dynamic Advisor Solutions LLC | 143K | $13.7M | ▲+11% Added · +15K sh | Q2 2026 | |
| 17 | First Hawaiian Bank | 136K | $13.1M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 18 | Financial Enhancement Group LLC | 135K | $12.9M | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 19 | Evergreen Private Wealth LLC | 110K | $10.7M | ▲+0.7% Added · +743 sh | Q2 2026 | |
| 20 | Brio Consultants, LLC | 96K | $9.2M | ▼−0.7% Reduced · −675 sh | Q2 2026 | |
| 21 | Commonwealth Equity Services, LLC | 93K | $8.6M | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | 92K | $8.8M | ▼−19% Reduced · −22K sh | Q2 2026 | |
| 23 | Eagle Strategies LLC | 88K | $8.4M | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | 86K | $8.0M | ▲+39% Added · +24K sh | Q1 2026 | |
| 25 | CWM, LLC | 79K | $7.4M | ▲+23% Added · +15K sh | 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.
Last quarter, 4 funds opened a new position in QEFA and 19 added to an existing one, while 15 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 71 funds | $9.4B |
| Nvidia CorpNVDA | 70 funds | $14.1B |
| Apple IncAAPL | 70 funds | $13.6B |
| Alphabet Inc-CL AGOOGL | 70 funds | $5.9B |
| Amazon.com IncAMZN | 69 funds | $8.1B |
| Broadcom IncAVGO | 69 funds | $5.4B |
| Alphabet Inc-CL CGOOG | 69 funds | $5.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 69 funds | $4.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 69 funds | $2.8B |
| Eli Lilly & CoLLY | 68 funds | $3.8B |
| Walmart IncWMT | 68 funds | $2.8B |
| Vanguard S&P 500 ETFVOO | 67 funds | $6.0B |
Ranked by how many of QEFA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QEFA.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 51 | 34 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1137 funds | $29.4B |
| SPEMcs | 955 funds | $11.0B |
| FEZcommon | 320 funds | $2.1B |
| GNRmc | 273 funds | $3.5B |
| CWIcommon | 256 funds | $2.1B |
| GWXcs | 246 funds | $558.0M |
| EDIVmc | 200 funds | $808.6M |
| RWOcs | 197 funds | $922.2M |
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.