§ EQUITY
USDQEFA
STSR SPD MSC EAF STGFS-US IN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
81 increased/new, 45 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.3M | 0.0% | +2% |
| Morgan Stanley | 1.1M | 0.0% | n/a |
| AMERIPRISE FINANCIAL INC | 1.0M | n/a | −3% |
| Intelligence Driven Advisers, LLC | 613K | 10.0% | −15% |
| ENVESTNET ASSET MANAGEMENT INC | 431K | 0.0% | +24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 289K | 0.5% | +9% |
◇ AC INTELLIGENCE
Top institutional owners for QEFA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER73.2% · 129 holders
DEALER / BANK15.6% · 10 holders
QUALITY / COMPOUNDER10.7% · 2 holders
INCOME / DEFENSIVE0.5% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for QEFA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention QEFA yet.