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Disclosery

EFAV ISHARES TR

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ETF (fund)

520 managers (529 13F filers) reported a position in EFAV shares at 2026-06-30, 40,313,353 shares in all. 36 filers opened a position and 49 filers sold out during the quarter.

Managers
520
13F filers
529
New
36
Added
186
Reduced
187
Sold out
49
Shares held by filers
40,313,353

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC7,315,650$642M0.03%-316,28913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,650,415$320M0.02%-279,64313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,649,436$320M<0.01%+75,16813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,634,646$231M0.01%+161,24713F-HRTimelineGroup
Wharton Business Group, LLC1,671,587$147M4.9%-42,24113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,099,071$96.4M0.05%-96,07013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,046,745$91.8M-1,446Timeline
LPL Financial LLC932,387$81.8M0.02%-15,93913F-HRTimeline
Financial Engines Advisors L.L.C.779,547$68.4M0.12%+11,17213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC702,769$64M2.3%013F-HRTimeline
UBS Group AGgroup of 2 filers holding686,264$60.2M-2,204Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO679,207$59.6M0.05%+10,11413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN650,611$57.1M0.01%-37,41613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC636,096$55.8M0.02%+104,61313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC575,586$50.5M0.01%-96,62913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA487,681$42.8M0.01%-5,89513F-HRTimelineGroup
Cambridge Investment Research Advisors,…439,002$38.5M0.09%+5,77113F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC424,169$37.2M0.06%+3,45513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV381,992$33.5M0.04%-15,20013F-HR/ATimeline
Summit Financial, LLC376,075$33M0.36%+1,75413F-HRTimeline
Amundiin group Amundi375,150$32.9M0.01%+24,35113F-HRTimelineGroup
Creative Planningin group Creative Planning373,286$32.7M0.02%-27,70413F-HRTimelineGroup
Cetera Investment Advisers363,824$31.9M0.03%+6,94513F-HRTimeline
ALLIANCEBERNSTEIN L.P.320,615$29.3M0.01%+7,56313F-HRTimeline
Facet Wealth, Inc.305,572$26.8M0.38%+4,48013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,316$26M0.03%+49313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP233,033$20.5M0.01%+25,78613F-HRTimelineGroup
Armbruster Capital Management, Inc.228,932$20.1M2.99%+7,50613F-HRTimeline
Geneos Wealth Management Inc.209,918$18.4M0.38%-4,00413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management204,864$18M0.18%-21,11913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding196,512$17.2M+157,450Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…196,194$17.2M0.13%-1,49613F-HRTimelineGroup
Lester Murray Antman dba SimplyRich186,185$16.3M3.85%-12713F-HRTimeline
Portfolio Design Labs, LLC169,473$14.9M2.44%-4,99313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.169,268$14.8M0.02%+24,56713F-HRTimelineGroup
ProVise Management Group, LLC159,820$14M0.94%+39,46513F-HRTimeline
Symmetry Partners, LLC156,401$13.7M0.7%+15,87913F-HRTimeline
Ledyard National Bank153,015$13.4M1.08%+98213F-HRTimeline
Merit Financial Group, LLC148,952$13.1M0.08%+19,55713F-HR/ATimeline
ANDERSON HOAGLAND & CO147,790$13M1.02%-1713F-HRTimeline
Mariner, LLCin group Mariner, LLC138,907$12.2M0.01%-19,36913F-HRTimelineGroup
Vestcor Inc138,825$12.2M0.3%+6,77813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC124,996$11M0.33%-2,20313F-HRTimelineGroup
Caisse de depot et placement du Quebec122,535$10.7M0.02%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding120,671$10.6M+3,792Timeline
MML INVESTORS SERVICES, LLC119,482$10.5M0.02%-35,69313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding117,286$10.3M-1,567Timeline
Magnus Financial Group LLC113,016$9.91M0.7%+2,75013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.110,680$9.71M0.01%+8,66013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO105,524$9.3M<0.01%+2,26413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS103,567$9.08M0.01%-1,15913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,884$8.94M0.01%-25,88513F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT94,453$8.28M0.49%+1,57013F-HRTimeline
CHOREO, LLC91,946$8.06M0.09%-26113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding88,790$7.79M-4,510Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,391$7.58M0.01%+1,31013F-HRTimelineGroup
Asset Management Group, Inc.84,562$7.42M1.09%+27813F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV84,324$7.4M6.38%-54813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC80,264$7.04M0.66%-66913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…79,705$6.98M0.02%+27,95613F-HRTimeline
Mission Creek Capital Partners, Inc.79,407$6.96M1.22%+18613F-HRTimeline
HighTower Advisors, LLC77,119$6.76M0.01%-3,53413F-HRTimeline
Well Done, LLC75,883$6.66M0.9%+15913F-HRTimeline
Estate Counselors, LLC74,006$6.49M0.56%+5,42513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/68,756$6.03M<0.01%+49413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC66,332$5.82M0.3%-10013F-HRTimeline
Horizon Investments, LLC65,785$5.77M0.06%-66,87113F-HRTimeline
TUDOR INVESTMENT CORP ET AL62,890$5.52M0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,227$5.49M0.01%-1,34013F-HRTimeline
World Investment Advisors58,090$5.31M0.09%-19813F-HRTimeline
Compass Financial Group, Inc. (Ohio)59,346$5.21M3.48%+16,49513F-HRTimeline
NewEdge Advisors, LLC57,970$5.08M0.02%-6,78913F-HRTimeline
ASPIRIANT, LLC55,558$4.87M0.12%-29913F-HRTimeline
Integrated Wealth Concepts LLC54,766$4.8M0.02%+18,04813F-HRTimeline
TCV Trust & Wealth Management, Inc.54,659$4.79M0.36%-2,06813F-HRTimeline
Apella Capital, LLC52,215$4.69M0.07%-3,49213F-HRTimeline
RWA WEALTH PARTNERS, LLC52,845$4.64M0.04%+9,27613F-HRTimeline
Private Advisor Group, LLC52,463$4.6M0.02%-6,47213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA51,547$4.52M0.02%-4,02513F-HRTimelineGroup
Wealth Advisors of Iowa, LLC51,015$4.47M1.21%-2,44413F-HRTimeline
Strategic Blueprint, LLC50,230$4.41M0.22%-49513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,331$4.33M<0.01%+18513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,669$4.01M0.01%-3,01813F-HRTimelineGroup
Advisory Services Network, LLC44,716$3.92M0.04%+1,74113F-HRTimeline
Savant Capital, LLC43,633$3.84M0.01%+6,71213F-HRTimeline
Rehmann Capital Advisory Group43,093$3.78M0.17%+2,35213F-HRTimeline
Samalin Investment Counsel, LLC40,162$3.52M1.13%+24313F-HRTimeline
MAI Capital Management40,162$3.52M0.01%-46213F-HRTimeline
Mutual Advisors, LLC40,079$3.52M0.07%+4013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,508$3.46M0.02%-66113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC38,166$3.35M0.08%-1,01613F-HRTimelineGroup
Corsicana & Co.37,774$3.31M1.61%-22013F-HRTimeline
Shore Point Advisors, LLC37,514$3.29M1.13%-3,77013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,835$3.23M0.27%-3,42313F-HRTimelineGroup
IMA Advisory Services, Inc.36,419$3.19M0.2%-79013F-HRTimeline
BridgePort Financial Solutions, LLC34,008$2.98M0.76%-3913F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.33,220$2.93M0.01%-32,29413F-HRTimelineGroup
Physician Wealth Advisors, Inc.32,819$2.88M0.34%-54313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.31,301$2.75M1.28%+6413F-HRTimeline
RHS Financial, LLC31,280$2.74M1.11%-2,38513F-HRTimeline
MorganRosel Wealth Management, LLC30,830$2.7M0.91%+2,98813F-HRTimeline
OneDigital Investment Advisors LLC30,707$2.69M0.02%+1,39213F-HRTimeline
UMB Bank, n.a.30,384$2.66M0.03%+2,30213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prism Advisors, Inc.30,314$2.66M0.65%+17013F-HRTimeline
MGO ONE SEVEN LLC30,303$2.66M0.04%-2,13013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,374$2.58M<0.01%new13F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.28,725$2.52M2.26%-1,45913F-HRTimeline
Sequoia Financial Advisors, LLC28,495$2.5M0.01%-8,66813F-HRTimeline
Sanctuary Advisors, LLC28,409$2.49M0.01%+10,97313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,009$2.46M<0.01%+32213F-HRTimelineGroup
D.A. DAVIDSON & CO.27,620$2.42M0.01%-24313F-HRTimeline
Beacon Pointe Advisors, LLC27,494$2.41M0.01%+2,18413F-HRTimeline
IHT Wealth Management, LLC27,381$2.4M0.05%-1,22313F-HRTimeline
MATHER GROUP, LLC.26,968$2.37M0.02%-8113F-HRTimeline
Brickley Wealth Management26,950$2.36M0.34%-4,32113F-HRTimeline
Fortune Financial Advisors, LLC26,453$2.32M0.99%+63913F-HRTimeline
Frontier Asset Management, LLC26,273$2.3M0.41%+47113F-HRTimeline
SHUFRO ROSE & CO LLC26,178$2.3M0.13%+9613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,736$2.26M0.02%+23,03513F-HRTimelineGroup
Ausdal Financial Partners, Inc.25,610$2.25M0.09%+38513F-HRTimeline
J.W. COLE ADVISORS, INC.25,311$2.22M0.04%-14113F-HRTimeline
Arkadios Wealth Advisors24,550$2.15M0.03%-35313F-HRTimeline
&PARTNERS23,392$2.05M0.01%+20513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,083$2.02M0.04%+24813F-HRTimelineGroup
CGN Advisors LLC23,051$2.02M0.15%+34513F-HRTimeline
Friedenthal Financial21,968$1.93M0.89%-51413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,833$1.91M<0.01%+70213F-HRTimelineGroup
Klingman & Associates, LLC21,671$1.9M0.08%-87013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,645$1.81M0.4%-16113F-HRTimeline
McNaughton Wealth Management, LLC20,506$1.8M0.64%-98813F-HRTimeline
Global Assets Advisory, LLC20,568$1.79M0.39%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,078$1.75M-10,018Timeline
SageView Advisory Group, LLC19,880$1.74M0.06%+6513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,849$1.74M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,092$1.67M0.02%+43813F-HRTimelineGroup
Breakwater Capital Group19,053$1.67M0.2%-46313F-HRTimeline
Bleakley Financial Group, LLC18,568$1.63M0.02%+76313F-HRTimeline
HB Wealth Management, LLC18,458$1.62M0.01%+78113F-HRTimeline
Berger Financial Group, Inc18,372$1.61M0.08%-1,62813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC18,339$1.61M0.21%+3,73513F-HRTimeline
Bell Investment Advisors, Inc18,115$1.59M0.23%+15613F-HRTimeline
Bellwether Advisors, LLC17,827$1.56M0.23%+25113F-HRTimeline
Betterment LLC17,805$1.56M<0.01%+33913F-HRTimeline
Focus Financial Network, Inc.17,401$1.53M0.05%+4,87613F-HRTimeline
Quantinno Capital Management LP17,337$1.52M<0.01%+2,47813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…16,860$1.48M0.38%+1,17413F-HRTimeline
CVA Family Office, LLC16,839$1.48M0.13%-3,16713F-HRTimeline
Roof Eidam Maycock Peralta, LLC16,594$1.46M0.29%013F-HRTimeline
Foster Victor Wealth Advisors, LLC15,795$1.42M0.07%-27413F-HRTimeline
Prime Capital Investment Advisors, LLC16,107$1.41M0.01%+95613F-HRTimeline
Peterson Wealth Advisors, LLC16,080$1.41M0.17%-53613F-HRTimeline
TPG Advisors LLC15,981$1.4M0.77%-45513F-HRTimeline
Steward Partners Investment Advisory, L…15,817$1.39M0.01%-5,40413F-HRTimeline
HBK Sorce Advisory LLC14,897$1.38M0.03%+413F-HRTimeline
Tacita Capital Inc15,640$1.37M0.74%-11913F-HRTimeline
MONECO ADVISORS, LLC15,357$1.35M0.08%+2,60613F-HRTimeline
M Holdings Securities, Inc.15,220$1.34M0.18%-1,35413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,280$1.34M0.02%+89413F-HRTimelineGroup
Carr Financial Group Corp15,142$1.33M0.31%+813F-HRTimeline
SAX WEALTH ADVISORS, LLC14,516$1.33M0.05%new13F-HRTimeline
Tempo Wealth, LLC15,072$1.32M0.2%+17813F-HRTimeline
Capital Advisors, Ltd. LLC14,998$1.31M0.13%-23813F-HRTimeline
Foster Group, Inc.14,981$1.31M0.03%+12913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC14,912$1.31M0.22%-27,21013F-HRTimeline
Compound Planning, Inc.14,533$1.27M0.03%+26913F-HRTimeline
Janney Montgomery Scott LLC14,270$1.25M<0.01%-45413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,183$1.24M<0.01%new13F-HRTimelineGroup
IBEX WEALTH ADVISORS14,166$1.24M0.1%-17213F-HRTimeline
Waldron Private Wealth LLC13,521$1.19M0.04%-2813F-HRTimeline
Prospera Financial Services Inc13,458$1.18M0.02%-4613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,098$1.15M0.01%-813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,608$1.11M<0.01%-16913F-HRTimelineGroup
Perigon Wealth Management, LLC12,583$1.1M0.02%+7013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC12,571$1.1M0.25%-50,05113F-HRTimeline
Global Retirement Partners, LLC12,390$1.09M0.02%13F-HRTimeline
Gateway Wealth Partners, LLC12,307$1.08M0.06%-10,83713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.12,176$1.07M0.02%-18013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,040$1.06M<0.01%+4,12413F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,936$1.05M<0.01%-1,78313F-HRTimeline
Baker Ellis Asset Management LLC11,900$1.04M0.11%-5013F-HRTimeline
Round Rock Advisors LLC11,729$1.03M0.13%-1,19813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,567$1.01M0.02%+4613F-HRTimeline
CFG Wealth Management Services, Inc.10,991$997K0.94%013F-HRTimeline
Versant Capital Management, Inc11,194$982K0.09%+21213F-HRTimeline
Shira Ridge Wealth Management11,111$975K0.34%-10213F-HRTimeline
Ellis Investment Partners, LLC11,040$968K0.15%+1,37613F-HRTimeline
Clark Asset Management, LLC10,799$947K0.07%013F-HRTimeline
CFS Investment Advisory Services, LLC10,607$944K0.06%013F-HRTimeline
FOSTER & MOTLEY INC10,680$937K0.04%-16613F-HRTimeline
SWEENEY & MICHEL, LLC9,857$929K0.24%-8613F-HRTimeline
Joel Isaacson & Co., LLC10,455$917K0.03%+19713F-HRTimeline
Clearstead Advisors, LLC10,274$901K0.01%+1,54213F-HRTimeline
STOCK YARDS BANK & TRUST CO10,219$896K0.03%+1,70013F-HR/ATimeline
Allworth Financial LP10,137$889K<0.01%-2,32413F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.10,120$888K0.64%+32513F-HRTimeline
Lexington Hill Partners, LLC9,820$861K0.42%+18513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,668$848K0.06%-86113F-HRTimelineGroup
Wealthspire Advisors, LLC9,653$847K<0.01%-11113F-HRTimeline
INVESTMENT PARTNERS, LTD.9,617$844K0.26%+613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,432$827K0.01%-4,57413F-HRTimelineGroup