13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
QEFA

SPDR MSCI EAFE STRATEGIC FACTO

153 institutions still hold SPDR MSCI EAFE STRATEGIC FACTO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463x434·153 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$645M
68.0% inst. owned
of float
Holders
153
-58 QoQ
filers reporting
Activity
+44 / −16
+950 added · −847 reduced
this quarter
Concentration
18.69%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

153 institutions reported QEFA in Q1 2026. LPL Financial LLC leads at 18.7% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$121M1.3M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$98M1.1M0.01%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$94M1.0M0.02%Q1 202604
Intelligence Driven Advisers, LLC
CIK 0001819955
$57M613K9.97%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M431K0.01%Q1 202606
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$27M289K0.49%Q1 202607
SimpliFi, Inc.
CIK 0001716983
$23M244K9.57%Q1 202608
Private Advisor Group, LLC
CIK 0001567755
$20M212K0.09%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M206K0.00%Q1 202610
Independent Advisor Alliance
CIK 0001696899
$15M156K0.16%Q1 202611
KWB Wealth
CIK 0001822236
$15M161K1.44%Q1 202612
Aptus Capital Advisors, LLC
CIK 0001664193
$14M148K0.11%Q1 202613
Financial Guidance Group, Inc.
CIK 0001929349
$14M148K5.55%Q1 202614
ARRIEN INVESTMENTS, INC.
CIK 0002052048
$14M145K7.33%Q1 202615
Equitable Holdings, Inc.
CIK 0001333986
$13M148K0.09%Q1 202616
Financial Enhancement Group LLC
CIK 0001641438
$13M136K1.65%Q1 202617
FIRST HAWAIIAN BANK
CIK 0000764106
$13M138K1.80%Q1 202618
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$13M137K2.31%Q1 202619
Dynamic Advisor Solutions LLC
CIK 0001599747
$12M128K0.38%Q1 202620
Hobart Private Capital, LLC
CIK 0001767062
$12M128K2.35%Q1 2026
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