IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Stsr SPD MSC EAF Stgfs-US in (QEFA)

CUSIP: 78463X434 | NYSE | 351 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Intelligence Driven Advisers, LLC626,581
10.5% of portfolio›$61.1M
SimpliFi, Inc.245,447
9.8% of portfolio›$23.9M
CX Institutional242,926
0.6% of portfolio›$23.7K
Financial Guidance Group, Inc.161,064
5.6% of portfolio›$15.7M
Arrien Investments, Inc.158,676
7.9% of portfolio›$15.5M
Dynamic Advisor Solutions LLC146,568
0.4% of portfolio›$14.3M
KWB Wealth146,466
1.2% of portfolio›$14.3M
ARQ Wealth Advisors, LLC145,151
1.7% of portfolio›$14.2M
Financial Enhancement Group LLC131,957
1.5% of portfolio›$12.8M
Evergreen Private Wealth LLC111,493
4.0% of portfolio›$10.9M
Commonwealth Equity Services, LLC90,798
0.0% of portfolio›$8.9M
Eagle Strategies LLC85,205
0.8% of portfolio›$8.3M
First Hawaiian Bank83,714
1.0% of portfolio›$8.2M
Wealth Enhancement Advisory Services, LLC75,314
0.0% of portfolio›$7.3M
Hobart Private Capital, LLC53,218
0.9% of portfolio›$5.2M
RHS Financial, LLC48,749
1.6% of portfolio›$4.8M
Sage Mountain Advisors LLC46,663
0.3% of portfolio›$4.6M
Johnson & White Wealth Management, LLC41,324
1.5% of portfolio›$4.0M
1620 Investment Advisors, Inc.29,637
1.8% of portfolio›$2.9M
21 West Wealth Management LLC26,291
2.2% of portfolio›$2.6M
Warren Street Wealth Advisors, LLC22,611
0.4% of portfolio›$2.2M
Nvwm, LLC22,341
0.4% of portfolio›$2.2M
Wealthcare Advisory Partners LLC20,051
0.0% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.19,788
0.0% of portfolio›$1.9K
Stanich Group LLC19,141
0.9% of portfolio›$1.9M
Cliftonlarsonallen Wealth Advisors, LLC18,984
0.0% of portfolio›$1.9M
Kestra Advisory Services, LLC17,150
0.0% of portfolio›$1.7M
Golden State Wealth Management, LLC16,716
0.1% of portfolio›$1.6M
Park Avenue Securities LLC16,462
0.0% of portfolio›$1.6K
Cornerstone Wealth Management, LLC16,053
0.1% of portfolio›$1.6M
IFP Advisors, Inc15,561
0.0% of portfolio›$1.5M
Capital Advisors, Ltd. LLC14,731
0.0% of portfolio›$1.4K
Farther Finance Advisors, LLC14,265
0.0% of portfolio›$1.4M
Ethic Inc.12,543
0.0% of portfolio›$1.2M
DWM Financial Group, Inc.12,475
1.0% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.11,826
0.0% of portfolio›$1.2M
McAdam, LLC10,667
0.0% of portfolio›$1.0M
Convergence Financial, LLC10,132
0.1% of portfolio›$988.2K
Tenet Wealth Partners, LLC8,623
0.6% of portfolio›$841.0K
PFG Advisors7,372
0.0% of portfolio›$719.0K
Vise Technologies, Inc.7,196
0.0% of portfolio›$701.8K
Creative Planning6,730
0.0% of portfolio›$656.4K
Sowell Financial Services LLC5,769
0.0% of portfolio›$562.7K
VestGen Advisors, LLC5,580
0.0% of portfolio›$544.2K
Avail Investment Partners, LLC5,408
0.4% of portfolio›$527.4K
Investment Research Partners LLC5,408
0.2% of portfolio›$527.4K
Flagship Private Wealth, LLC4,506
0.2% of portfolio›$439.4K
MRA Advisory Group4,046
0.1% of portfolio›$216.7K
Private Trust Co NA3,887
0.0% of portfolio›$379.1K
Orgel Wealth Management, LLC3,839
0.0% of portfolio›$374.4K
Opulen Financial Group LLC3,817
0.2% of portfolio›$372.3K
Assetmark, Inc3,625
0.0% of portfolio›$353.5K
Lido Advisors, LLC3,577
0.0% of portfolio›$348.9K
Kingswood Wealth Advisors, LLC3,117
0.0% of portfolio›$304.0K
Simplicity Wealth,LLC2,808
0.0% of portfolio›$273.9K
Walkner Condon Financial Advisors LLC2,765
0.0% of portfolio›$269.7K
Iron Financial LLC2,392
0.1% of portfolio›$233.3K
Diversify Advisory Services, LLC2,348
0.0% of portfolio›$232.5K
Diversify Wealth Management, LLC2,348
0.0% of portfolio›$232.5K
Flagship Harbor Advisors, LLC2,187
0.0% of portfolio›$213.3K
Princeton Global Asset Management LLC2,025
0.0% of portfolio›$197.5K
Balance Wealth Partners LLC1,250
0.0% of portfolio›$121.9K
KFG LLC900
0.1% of portfolio›$87.8K
Larson Financial Group LLC886
0.0% of portfolio›$86.4K
Cape Investment Advisory, Inc.654
0.0% of portfolio›$63.8K
Lanark Financial, Inc.598
0.0% of portfolio›$58.3K
Signature Equity Partners, LLC587
0.0% of portfolio›$57.3K
CoreCap Advisors, LLC497
0.0% of portfolio›$48.5K
Parallel Advisors, LLC200
0.0% of portfolio›$19.5K
Blue Trust, Inc.129
0.0% of portfolio›$12.6K
AlphaCore Capital LLC85
0.0% of portfolio›$8.3K
Spire Wealth Management61
0.0% of portfolio›$5.9K
Breakwater Investment Management30
0.0% of portfolio›$2.9K
Halbert Hargrove Global Advisors, LLC29
0.0% of portfolio›$2.8K
Eukles Asset Management25
0.0% of portfolio›$2.4K
Capital Investment Advisory Services, LLC10
0.0% of portfolio›$981
Financial Management Professionals, Inc.1
0.0% of portfolio›$67
StyleTurnoverLocationFiled
Intelligence Driven Advisers, LLC
626,581$61.1M10.5%ETFLowCarlsbad, CA2026-10-09
SimpliFi, Inc.
245,447$23.9M9.8%ETFMediumSan Diego, CA2026-10-28
CX Institutional
242,926$23.7K0.6%CoreMediumAuburn, IN2026-10-02
Financial Guidance Group, Inc.
161,064$15.7M5.6%ETFVery LowPalm Harbor, FL2026-10-21
Arrien Investments, Inc.
158,676$15.5M7.9%ETFLowBoise, ID2026-10-30
Dynamic Advisor Solutions LLC
146,568$14.3M0.4%ETFLowPhoenix, AZ2026-10-13
KWB Wealth
146,466$14.3M1.2%ETFMediumRedlands, CA2026-10-16
ARQ Wealth Advisors, LLC
145,151$14.2M1.7%ETFLowScottsdale, AZ2026-10-29
Financial Enhancement Group LLC
131,957$12.8M1.5%ETFMediumAnderson, IN2026-10-08
Evergreen Private Wealth LLC
111,493$10.9M4.0%CoreLowGreenwood Village, CO2026-10-30
Commonwealth Equity Services, LLC
90,798$8.9M0.0%ETFLowWaltham, MA2026-11-02
Eagle Strategies LLC
85,205$8.3M0.8%ETFLowNew York, NY2026-10-16
First Hawaiian Bank
83,714$8.2M1.0%ETFVery LowHonolulu, HI2026-10-14
Wealth Enhancement Advisory Services, LLC
75,314$7.3M0.0%CoreLowPlymouth, MN2026-10-13
Hobart Private Capital, LLC
53,218$5.2M0.9%ETFMediumCharlotte, NC2026-10-19
RHS Financial, LLC
48,749$4.8M1.6%ETFMediumSan Francisco, CA2026-10-13
Sage Mountain Advisors LLC
46,663$4.6M0.3%ETFLowAtlanta, GA2026-11-02
Johnson & White Wealth Management, LLC
41,324$4.0M1.5%ETFVery LowYork, PA2026-11-03
1620 Investment Advisors, Inc.
29,637$2.9M1.8%ValueLowPlymouth, MA2026-11-04
21 West Wealth Management LLC
26,291$2.6M2.2%ETFLowTustin, CA2026-10-13
Warren Street Wealth Advisors, LLC
22,611$2.2M0.4%ETFMediumIrvine, CA2026-11-04
Nvwm, LLC
22,341$2.2M0.4%GrowthMediumYardley, PA2026-10-14
Wealthcare Advisory Partners LLC
20,051$2.0M0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
19,788$1.9K0.0%ETFLowFairfield, IA2026-11-02
Stanich Group LLC
19,141$1.9M0.9%ETFVery LowMontauk, NY2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
18,984$1.9M0.0%ETFLowMinneapolis, MN2026-10-14
Kestra Advisory Services, LLC
17,150$1.7M0.0%CoreLowAustin, TX2026-11-02
Golden State Wealth Management, LLC
16,716$1.6M0.1%ETFMediumSanta Ana, CA2026-11-02
Park Avenue Securities LLC
16,462$1.6K0.0%ETFMediumNew York, NY2026-10-26
Cornerstone Wealth Management, LLC
16,053$1.6M0.1%ETFVery LowSt. Peters, MO2026-11-04
IFP Advisors, Inc
15,561$1.5M0.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
14,731$1.4K0.0%ETFLowShaker Heights, OH2026-10-27
Farther Finance Advisors, LLC
14,265$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Ethic Inc.
12,543$1.2M0.0%CoreLowNew York, NY2026-11-03
DWM Financial Group, Inc.
12,475$1.2M1.0%ETFN/APalatine, IL2026-10-28
B. Riley Wealth Advisors, Inc.
11,826$1.2M0.0%GrowthLowMemphis, TN2026-10-13
McAdam, LLC
10,667$1.0M0.0%ETFLowPhiladelphia, PA2026-10-21
Convergence Financial, LLC
10,132$988.2K0.1%ETFMediumColumbia, MO2026-10-27
Tenet Wealth Partners, LLC
8,623$841.0K0.6%ETFN/AChampaign, IL2026-10-19
PFG Advisors
7,372$719.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Vise Technologies, Inc.
7,196$701.8K0.0%IndexLowNew York, NY2026-10-29
Creative Planning
6,730$656.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Sowell Financial Services LLC
5,769$562.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
VestGen Advisors, LLC
5,580$544.2K0.0%GrowthMediumChicago, IL2026-10-27
Avail Investment Partners, LLC
5,408$527.4K0.4%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
5,408$527.4K0.2%CoreLowLemont, PA2026-10-19
Flagship Private Wealth, LLC
4,506$439.4K0.2%ETFLowWoburn, MA2026-11-05
MRA Advisory Group
4,046$216.7K0.1%ETFMediumParsippany, NJ2026-10-07
Private Trust Co NA
3,887$379.1K0.0%CoreLowCleveland, OH2026-10-20
Orgel Wealth Management, LLC
3,839$374.4K0.0%ETFMediumAltoona, WI2026-10-14
Opulen Financial Group LLC
3,817$372.3K0.2%ETFVery LowArlington, VA2026-10-22
Assetmark, Inc
3,625$353.5K0.0%ETFLowConcord, CA2026-10-21
Lido Advisors, LLC
3,577$348.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Kingswood Wealth Advisors, LLC
3,117$304.0K0.0%GrowthLowSan Diego, CA2026-10-23
Simplicity Wealth,LLC
2,808$273.9K0.0%ETFLowSummit, NJ2026-10-23
Walkner Condon Financial Advisors LLC
2,765$269.7K0.0%ETFLowVerona, WI2026-11-02
Iron Financial LLC
2,392$233.3K0.1%ETFLowNorthbrook, IL2026-10-23
Diversify Advisory Services, LLC
2,348$232.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,348$232.5K0.0%GrowthMediumSandy, UT2026-10-20
Flagship Harbor Advisors, LLC
2,187$213.3K0.0%ETFMediumBoston, MA2026-10-26
Princeton Global Asset Management LLC
2,025$197.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Balance Wealth Partners LLC
1,250$121.9K0.0%ETFMediumWorthington, OH2026-10-27
KFG LLC
900$87.8K0.1%ETFN/ARapid City, SD2026-11-02
Larson Financial Group LLC
886$86.4K0.0%GrowthLowSt Louis, MO2026-11-05
Cape Investment Advisory, Inc.
654$63.8K0.0%ETFLowMcdonough, GA2026-10-13
Lanark Financial, Inc.
598$58.3K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
587$57.3K0.0%GrowthMediumColumbus, OH2026-10-29
CoreCap Advisors, LLC
497$48.5K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
200$19.5K0.0%IndexLowSan Francisco, CA2026-11-03
Blue Trust, Inc.
129$12.6K0.0%ETFLowBrentwood, TN2026-10-15
AlphaCore Capital LLC
85$8.3K0.0%ETFLowLa Jolla, CA2026-11-04
Spire Wealth Management
61$5.9K0.0%GrowthMediumMclean, VA2026-10-30
Breakwater Investment Management
30$2.9K0.0%ETFLowSeattle, WA2026-10-20
Halbert Hargrove Global Advisors, LLC
29$2.8K0.0%ETFLowLong Beach, CA2026-10-16
Eukles Asset Management
25$2.4K0.0%CoreLowCincinnati, OH2026-11-04
Capital Investment Advisory Services, LLC
10$9810.0%CoreMediumRaleigh, NC2026-10-30
Financial Management Professionals, Inc.
1$670.0%ETFMediumAustin, TX2026-10-23