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Institutional Holders of QEFA

There is a long list of 113 institutional holders of QEFA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of QEFA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-QEFA table below, the initial column indicates the name of each top institutional holder of QEFA, with a link to that fund's top holdings. The next columns indicate the amount of QEFA stock held by each of the institutional holders of QEFA, followed by the QEFA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.2,443,267$178,653 12/31/2023
     QEFA2,443,267$178,653 12/31/2023
Morgan Stanley1,239,457$90,583 12/31/2023
     QEFA1,239,457$90,583 12/31/2023
Intelligence Driven Advisers LLC890,670$64,734 12/31/2023
     QEFA890,670$64,734 12/31/2023
LPL Financial LLC815,724$59,615 12/31/2023
     QEFA815,724$59,615 12/31/2023
Envestnet Asset Management Inc.497,960$36,392 12/31/2023
     QEFA497,960$36,392 12/31/2023
Great Valley Advisor Group Inc.426,462$31,167 12/31/2023
     QEFA426,462$31,167 12/31/2023
Financial Enhancement Group LLC409,083$30,186 03/31/2024
     QEFA409,083$30,186 03/31/2024
First Hawaiian Bank331,383$25,215 03/31/2024
     QEFA331,383$25,215 03/31/2024
SimpliFi Inc.262,387$19,965 03/31/2024
     QEFA262,387$19,965 03/31/2024
Jane Street Group LLC210,777$15,404 12/31/2023
     QEFA210,777$15,404 12/31/2023
Bank of America Corp DE188,883$13,804 12/31/2023
     QEFA188,883$13,804 12/31/2023
CX Institutional174,977$13,314 03/31/2024
     QEFA174,977$13,314 03/31/2024
Private Advisor Group LLC163,651$11,960 12/31/2023
     QEFA163,651$11,960 12/31/2023
KWB Wealth153,296$11,664 03/31/2024
     QEFA153,296$11,664 03/31/2024
Dynamic Advisor Solutions LLC145,968$11,107 03/31/2024
     QEFA145,968$11,107 03/31/2024
Hobart Private Capital LLC114,424$8,707 03/31/2024
     QEFA114,424$8,707 03/31/2024
Financial Guidance Group Inc.118,541$8,663 12/31/2023
     QEFA118,541$8,663 12/31/2023
Commonwealth Equity Services LLC114,128$8,341 12/31/2023
     QEFA114,128$8,341 12/31/2023
Royal Bank of Canada105,733$7,728 12/31/2023
     QEFA105,733$7,728 12/31/2023
Sowell Financial Services LLC104,139$7,611 12/31/2023
     QEFA104,139$7,611 12/31/2023
Captrust Financial Advisors96,342$7,041 12/31/2023
     QEFA96,342$7,041 12/31/2023
Lane & Associates LLC91,427$6,957 03/31/2024
     QEFA91,427$6,957 03/31/2024
ARQ Wealth Advisors LLC89,016$6,506 12/31/2023
     QEFA89,016$6,506 12/31/2023
Evergreen Private Wealth LLC81,613$6,210 03/31/2024
     QEFA81,613$6,210 03/31/2024
Wealth Enhancement Advisory Services LLC71,891$5,470 03/31/2024
     QEFA71,891$5,470 03/31/2024
IFG Advisory LLC73,757$5,390 12/31/2023
     QEFA73,757$5,390 12/31/2023
Levy Wealth Management Group LLC73,506$5,372 03/31/2024
     QEFA73,506$5,372 03/31/2024
Equitable Holdings Inc.72,622$5,307 12/31/2023
     QEFA72,622$5,307 12/31/2023
GWM Advisors LLC69,747$5,021 12/31/2023
     QEFA69,747$5,021 12/31/2023
Johnson & White Wealth Management LLC61,847$4,706 03/31/2024
     QEFA61,847$4,706 03/31/2024
Sage Mountain Advisors LLC62,562$4,572 12/31/2023
     QEFA62,562$4,572 12/31/2023
UBS Group AG59,989$4,384 12/31/2023
     QEFA59,989$4,384 12/31/2023
Brio Consultants LLC59,549$4,352 12/31/2023
     QEFA59,549$4,352 12/31/2023
Flow Traders U.S. LLC55,633$4,066 12/31/2023
     QEFA55,633$4,066 12/31/2023
Sweet Financial Partners LLC47,825$3,495 12/31/2023
     QEFA47,825$3,495 12/31/2023
OLD Mission Capital LLC41,615$3,041 12/31/2023
     QEFA41,615$3,041 12/31/2023
Wealthcare Advisory Partners LLC39,491$3,005 03/31/2024
     QEFA39,491$3,005 03/31/2024
1620 Investment Advisors Inc.40,342$2,948 12/31/2023
     QEFA40,342$2,948 12/31/2023
Northwestern Mutual Wealth Management Co.39,378$2,878 12/31/2023
     QEFA39,378$2,878 12/31/2023
HighTower Advisors LLC38,741$2,819 12/31/2023
     QEFA38,741$2,819 12/31/2023
Geneos Wealth Management Inc.37,655$2,752 12/31/2023
     QEFA37,655$2,752 12/31/2023
MML Investors Services LLC37,000$2,704 12/31/2023
     QEFA37,000$2,704 12/31/2023
Warren Street Wealth Advisors LLC34,615$2,530 12/31/2023
     QEFA34,615$2,530 12/31/2023
IHT Wealth Management LLC33,705$2,463 12/31/2023
     QEFA33,705$2,463 12/31/2023
Mercer Global Advisors Inc. ADV28,132$2,056 12/31/2023
     QEFA28,132$2,056 12/31/2023
Journey Strategic Wealth LLC25,219$1,843 12/31/2023
     QEFA25,219$1,843 12/31/2023
Encompass More Asset Management24,640$1,801 12/31/2023
     QEFA24,640$1,801 12/31/2023
Kestra Advisory Services LLC19,325$1,412 12/31/2023
     QEFA19,325$1,412 12/31/2023
Mutual Advisors LLC19,204$1,403 12/31/2023
     QEFA19,204$1,403 12/31/2023
Western Wealth Management LLC18,351$1,341 12/31/2023
     QEFA18,351$1,341 12/31/2023

See All: Funds Holding QEFA
See Details: Top 10 Hedge Funds Holding QEFA
Also See: QEFA Holdings Changes

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