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State Street Spdr Msci Eafe (EFAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Windmill Hill Asset Management Ltd
INCREASED
Shares324,003 from 227,939
Change+96,064 (+42%)
Value$17.4M (+$5.0M)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares251,887 from 251,570
Change+317 (+0%)
Value$13.5M (-$121.7K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares133,116 from 122,389
Change+10,727 (+9%)
Value$7.1M (+$507.2K)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares57,794 from 49,141
Change+8,653 (+18%)
Value$3.1M (+$436.5K)
Filed 2026-11-03
Values Added Financial LLC
DECREASED
Shares49,356 from 50,519
Change-1,163 (-2%)
Value$2.6M (-$90.1K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares43,495
Change+43,495
Value$2.3M
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares36,683 from 36,772
Change-89 (0%)
Value$2.0M (-$25.0K)
Filed 2026-11-09
Camelot Technology Advisors, Inc.
INCREASED
Shares31,165 from 25,484
Change+5,681 (+22%)
Value$1.7M (+$290.3K)
Filed 2026-10-09
HighTower Advisors, LLC
INCREASED
Shares24,545 from 17,274
Change+7,271 (+42%)
Value$1.3M (+$380.0K)
Filed 2026-11-10
AGF Management LTD
DECREASED
Shares24,025 from 25,525
Change-1,500 (-6%)
Value$1.3M (-$94.4K)
Filed 2026-11-03
Whipplewood Advisors, LLC
INCREASED
Shares19,973 from 19,623
Change+350 (+2%)
Value$1.1M (+$7.9K)
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
INCREASED
Shares15,102 from 14,915
Change+187 (+1%)
Value$809.0K (+$1.8K)
Filed 2026-10-23
GGM Financial LLC
INCREASED
Shares13,879 from 11,236
Change+2,643 (+24%)
Value$743.5K (+$135.4K)
Filed 2026-11-05
Maseco LLP
DECREASED
Shares11,905 from 12,275
Change-370 (-3%)
Value$638.3K (-$26.3K)
Filed 2026-10-27
Advisory Solutions Group, LLC
DECREASED
Shares11,311 from 11,608
Change-297 (-3%)
Value$605.9K (-$22.3K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
INCREASED
Shares8,596 from 8,085
Change+511 (+6%)
Value$460.5K (+$22.9K)
Filed 2026-10-22
Boyd Wealth Management, LLC
INCREASED
Shares8,274 from 7,687
Change+587 (+8%)
Value$443.2K (+$27.2K)
Filed 2026-10-20
eCIO, Inc.
INCREASED
Shares7,535 from 7,379
Change+156 (+2%)
Value$406.3K (+$6.9K)
Filed 2026-11-02
William Mack & Associates, Inc.
INCREASED
Shares7,503 from 7,412
Change+91 (+1%)
Value$401.9K (+$789)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares7,276 from 7,177
Change+99 (+1%)
Value$389.8K (+$1.3K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares7,214 from 7,214
Change0 (0%)
Value$386.5K (-$4.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares7,103 from 7,017
Change+86 (+1%)
Value$380.5K (+$739)
Filed 2026-11-02
Aufman Associates Inc
UNCHANGED
Shares7,073 from 7,073
Change0 (0%)
Value$378.9K (-$3.9K)
Filed 2026-11-04
SteelPeak Wealth, LLC
UNCHANGED
Shares6,524 from 6,524
Change0 (0%)
Value$349.5K (-$3.6K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
UNCHANGED
Shares6,007 from 6,007
Change0 (0%)
Value$321.8K (-$3.3K)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$305.3K (-$3.1K)
Filed 2026-10-30
GenTrust, LLC
UNCHANGED
Shares4,727 from 4,727
Change0 (0%)
Value$253.3K (-$2.6K)
Filed 2026-11-06
Ethic Inc.
DECREASED
Shares4,710 from 5,140
Change-430 (-8%)
Value$252.3K (-$25.9K)
Filed 2026-11-03
Burns J W & Co Inc
INCREASED
Shares4,650 from 4,550
Change+100 (+2%)
Value$249.1K (+$2.9K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares4,570 from 4,570
Change0 (0%)
Value$244.8K (-$2.5K)
Filed 2026-10-26
Colton Groome Financial Advisors, LLC
DECREASED
Shares4,425 from 5,525
Change-1,100 (-20%)
Value$237.0K (-$62.0K)
Filed 2026-10-06
Wealthfront Advisers LLC
DECREASED
Shares4,176 from 4,214
Change-38 (-1%)
Value$223.7K (-$4.4K)
Filed 2026-11-09
Arcadia Investment Advisors LLC
INCREASED
Shares3,934 from 3,917
Change+17 (+0%)
Value$210.7K (-$1.2K)
Filed 2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED
Shares3,869 from 3,869
Change0 (0%)
Value$207.3K (-$2.1K)
Filed 2026-10-13
Diversified Enterprises, LLC
DECREASED
Shares3,842 from 5,636
Change-1,794 (-32%)
Value$205.8K (-$99.2K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
DECREASED
Shares3,732 from 3,755
Change-23 (-1%)
Value$199.9K (-$3.3K)
Filed 2026-11-06
Sankala Group LLC
INCREASED
Shares3,021 from 3,001
Change+20 (+1%)
Value$162.0K (-$5.0K)
Filed 2026-11-09
N.E.W. Advisory Services LLC
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$86.4K (-$889)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares1,304 from 210
Change+1,094 (+521%)
Value$69.9K (+$58.5K)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$40.8K (-$420)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares433 from 479
Change-46 (-10%)
Value$23.0K (-$2.7K)
Filed 2026-10-16
Evermay Wealth Management LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$22.6K (-$233)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$17.1K (-$177)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$12.2K (-$126)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares137 from 34
Change+103 (+303%)
Value$7.3K (+$5.5K)
Filed 2026-11-09
Gamma Investing LLC
NEW
Shares13
Change+13
Value$696
Filed 2026-10-08
Gemmer Asset Management LLC
CLOSED
Shares0 from 713,531
Change-713,531 (-100%)
Value$0 (-$38.6M)
Filed 2026-10-16
Blue Zone Wealth Advisors, LLC
CLOSED
Shares0 from 4,560
Change-4,560 (-100%)
Value$0 (-$246.8K)
Filed 2026-10-19
Robinswood Financial LLC
CLOSED
Shares0 from 2,367
Change-2,367 (-100%)
Value$0 (-$128.1K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,533
Change-1,533 (-100%)
Value$0 (-$83.0K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$47.2K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 731
Change-731 (-100%)
Value$0 (-$39.5K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-02
Betterment LLC
N/A
Shares— from 1,474,589
Change-1,474,589 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 331,505
Change-331,505 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 254,535
Change-254,535 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 225,900
Change-225,900 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 166,460
Change-166,460 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 164,976
Change-164,976 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 138,932
Change-138,932 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 121,860
Change-121,860 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 121,421
Change-121,421 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 90,908
Change-90,908 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 77,175
Change-77,175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 73,578
Change-73,578 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 61,234
Change-61,234 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 60,849
Change-60,849 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 56,085
Change-56,085 (-100%)
Value—
Nepc LLC
N/A
Shares— from 53,260
Change-53,260 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 52,617
Change-52,617 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 33,093
Change-33,093 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 31,689
Change-31,689 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 23,041
Change-23,041 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 22,131
Change-22,131 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 20,814
Change-20,814 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,840
Change-19,840 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,185
Change-16,185 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9,587
Change-9,587 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 8,377
Change-8,377 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,106
Change-8,106 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
UBS Group AG
N/A
Shares— from 392
Change-392 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 300
Change-300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Windmill Hill Asset Management Ltd
INCREASED324,003227,939+96,064+42%$12.3M$17.4M+$5.0M2026-10-28
Bailard, Inc.
INCREASED251,887251,570+317+0%$13.6M$13.5M-$121.7K2026-10-13
LPL Financial LLC
INCREASED133,116122,389+10,727+9%$6.6M$7.1M+$507.2K2026-11-06
Xponance LLC
INCREASED57,79449,141+8,653+18%$2.7M$3.1M+$436.5K2026-11-03
Values Added Financial LLC
DECREASED49,35650,519-1,163-2%$2.7M$2.6M-$90.1K2026-10-28
First Affirmative Financial Network
NEW43,495—+43,495——$2.3M—2026-10-21
Harbour Investments, Inc.
DECREASED36,68336,772-890%$2.0M$2.0M-$25.0K2026-11-09
Camelot Technology Advisors, Inc.
INCREASED31,16525,484+5,681+22%$1.4M$1.7M+$290.3K2026-10-09
HighTower Advisors, LLC
INCREASED24,54517,274+7,271+42%$934.9K$1.3M+$380.0K2026-11-10
AGF Management LTD
DECREASED24,02525,525-1,500-6%$1.4M$1.3M-$94.4K2026-11-03
Whipplewood Advisors, LLC
INCREASED19,97319,623+350+2%$1.1M$1.1M+$7.9K2026-10-20
Bond & Devick Financial Network, Inc.
INCREASED15,10214,915+187+1%$807.2K$809.0K+$1.8K2026-10-23
GGM Financial LLC
INCREASED13,87911,236+2,643+24%$608.1K$743.5K+$135.4K2026-11-05
Maseco LLP
DECREASED11,90512,275-370-3%$664.6K$638.3K-$26.3K2026-10-27
Advisory Solutions Group, LLC
DECREASED11,31111,608-297-3%$628.2K$605.9K-$22.3K2026-10-14
Insight Advisors, LLC/ PA
INCREASED8,5968,085+511+6%$437.6K$460.5K+$22.9K2026-10-22
Boyd Wealth Management, LLC
INCREASED8,2747,687+587+8%$416.0K$443.2K+$27.2K2026-10-20
eCIO, Inc.
INCREASED7,5357,379+156+2%$399.4K$406.3K+$6.9K2026-11-02
William Mack & Associates, Inc.
INCREASED7,5037,412+91+1%$401.1K$401.9K+$7892026-10-27
Commonwealth Equity Services, LLC
INCREASED7,2767,177+99+1%$388.4K$389.8K+$1.3K2026-11-02
Key FInancial Inc
UNCHANGED7,2147,21400%$390.4K$386.5K-$4.0K2026-11-02
Creative Planning
INCREASED7,1037,017+86+1%$379.8K$380.5K+$7392026-11-02
Aufman Associates Inc
UNCHANGED7,0737,07300%$382.8K$378.9K-$3.9K2026-11-04
SteelPeak Wealth, LLC
UNCHANGED6,5246,52400%$353.1K$349.5K-$3.6K2026-10-16
American Financial & TAX Strategies Inc
UNCHANGED6,0076,00700%$325.1K$321.8K-$3.3K2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED5,6995,69900%$308.4K$305.3K-$3.1K2026-10-30
GenTrust, LLC
UNCHANGED4,7274,72700%$255.9K$253.3K-$2.6K2026-11-06
Ethic Inc.
DECREASED4,7105,140-430-8%$278.2K$252.3K-$25.9K2026-11-03
Burns J W & Co Inc
INCREASED4,6504,550+100+2%$246.3K$249.1K+$2.9K2026-10-20
First Bancorp, Inc
UNCHANGED4,5704,57000%$247.3K$244.8K-$2.5K2026-10-26
Colton Groome Financial Advisors, LLC
DECREASED4,4255,525-1,100-20%$299.0K$237.0K-$62.0K2026-10-06
Wealthfront Advisers LLC
DECREASED4,1764,214-38-1%$228.1K$223.7K-$4.4K2026-11-09
Arcadia Investment Advisors LLC
INCREASED3,9343,917+17+0%$212.0K$210.7K-$1.2K2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED3,8693,86900%$209.4K$207.3K-$2.1K2026-10-13
Diversified Enterprises, LLC
DECREASED3,8425,636-1,794-32%$305.0K$205.8K-$99.2K2026-10-19
PNC Financial Services Group, Inc.
DECREASED3,7323,755-23-1%$203.2K$199.9K-$3.3K2026-11-06
Sankala Group LLC
INCREASED3,0213,001+20+1%$167.0K$162.0K-$5.0K2026-11-09
N.E.W. Advisory Services LLC
UNCHANGED1,6141,61400%$87.3K$86.4K-$8892026-11-09
Farther Finance Advisors, LLC
INCREASED1,304210+1,094+521%$11.4K$69.9K+$58.5K2026-10-08
Golden State Wealth Management, LLC
UNCHANGED76176100%$41.2K$40.8K-$4202026-11-02
TD Waterhouse Canada Inc.
DECREASED433479-46-10%$25.8K$23.0K-$2.7K2026-10-16
Evermay Wealth Management LLC
UNCHANGED42142100%$22.8K$22.6K-$2332026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED32032000%$17.3K$17.1K-$1772026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED22822800%$12.3K$12.2K-$1262026-10-28
Geneos Wealth Management Inc.
INCREASED13734+103+303%$1.8K$7.3K+$5.5K2026-11-09
Gamma Investing LLC
NEW13—+13——$696—2026-10-08
Gemmer Asset Management LLC
CLOSED0713,531-713,531-100%$38.6M$0-$38.6M2026-10-16
Blue Zone Wealth Advisors, LLC
CLOSED04,560-4,560-100%$246.8K$0-$246.8K2026-10-19
Robinswood Financial LLC
CLOSED02,367-2,367-100%$128.1K$0-$128.1K2026-10-20
Institute for Wealth Management, Llc.
CLOSED01,533-1,533-100%$83.0K$0-$83.0K2026-11-06
AdvisorNet Financial, Inc
CLOSED0872-872-100%$47.2K$0-$47.2K2026-10-15
Brooklyn FI, LLC
CLOSED0731-731-100%$39.5K$0-$39.5K2026-11-05
International Assets Investment Management, LLC
CLOSED0355-355-100%$19.1K$0-$19.1K2026-11-02
Betterment LLC
N/A—1,474,589-1,474,589-100%$79.8M———
Flputnam Investment Management Co
N/A—331,505-331,505-100%$17.9M———
Bank of America Corp
N/A—254,535-254,535-100%$13.8M———
Leith Wheeler Investment Counsel Ltd.
N/A—225,900-225,900-100%$12.2M———
Rockefeller Capital Management L.P.
N/A—166,460-166,460-100%$9.0M———
Kingsview Wealth Management, LLC
N/A—164,976-164,976-100%$8.9M———
SCS Capital Management LLC
N/A—138,932-138,932-100%$7.5M———
Cerity Partners LLC
N/A—121,860-121,860-100%$6.6M———
SEI Investments Co
N/A—121,421-121,421-100%$6.6M———
Composition Wealth, LLC
N/A—90,908-90,908-100%$4.9M———
Flow Traders U.S. LLC
N/A—77,175-77,175-100%$4.2M———
Royal Bank of Canada
N/A—73,578-73,578-100%$4.0M———
Mariner, LLC
N/A—61,234-61,234-100%$3.3M———
Mercer Global Advisors Inc
N/A—60,849-60,849-100%$3.3M———
Susquehanna International Group, LLP
N/A—56,085-56,085-100%$3.0M———
Nepc LLC
N/A—53,260-53,260-100%$2.9M———
Jane Street Group, LLC
N/A—52,617-52,617-100%$2.8M———
Tiff Advisory Services, LLC
N/A—33,093-33,093-100%$1.8M———
Oxford Financial Group, Ltd. LLC
N/A—31,689-31,689-100%$1.7M———
Marquette Associates, Inc.
N/A—23,041-23,041-100%$1.2M———
Bradley Foster & Sargent Inc
N/A—22,131-22,131-100%$1.2M———
Proffitt & Goodson Inc
N/A—20,814-20,814-100%$1.1M———
Equitable Holdings, Inc.
N/A—19,840-19,840-100%$1.1M———
JPMorgan Chase & Co
N/A—18,343-18,343-100%$988.7K———
Osaic Holdings, Inc.
N/A—16,185-16,185-100%$876.2K———
Beacon Pointe Advisors, LLC
N/A—13,376-13,376-100%$723.9K———
NewEdge Advisors, LLC
N/A—12,168-12,168-100%$658.5K———
Retirement Income Solutions, Inc
N/A—10,525-10,525-100%$523.8K———
AQR Capital Management LLC
N/A—10,049-10,049-100%$543.8K———
Operose Advisors LLC
N/A—9,587-9,587-100%$518.9K———
Arax Advisory Partners
N/A—8,805-8,805-100%$476.5K———
Raymond James Financial Inc
N/A—8,458-8,458-100%$457.8K———
Hobbs Group Advisors, LLC
N/A—8,377-8,377-100%$453.4K———
Choate Investment Advisors
N/A—8,375-8,375-100%$453.3K———
Bridgewater Advisors Inc.
N/A—8,106-8,106-100%$445.4K———
Parkwoods Wealth Partners, LLC
N/A—7,963-7,963-100%$431.0K———
Clarion Wealth Managment Partners, LLC
N/A—5,870-5,870-100%$317.7K———
Citadel Advisors LLC
N/A—5,657-5,657-100%$306.2K———
Envestnet Asset Management Inc
N/A—3,789-3,789-100%$205.1K———
FMR LLC
N/A—3,660-3,660-100%$198.1K———
Northwestern Mutual Wealth Management Co
N/A—1,821-1,821-100%$98.6K———
Morgan Stanley
N/A—1,704-1,704-100%$92.2K———
UBS Group AG
N/A—392-392-100%$21.2K———
National Bank of Canada
N/A—300-300-100%$16.2K———
Continuum Advisory, LLC
N/A—68-68-100%$3.7K———
Dunhill Financial, LLC
N/A—15-15-100%$811———
Showing 99 of 99 institutions