Skip to content
Disclosery

EFAV ISHARES TR

Follow

ETF (fund)

523 managers (532 13F filers) reported a position in EFAV shares at 2026-06-30, 40,372,758 shares in all. 36 filers opened a position and 49 filers sold out during the quarter.

Managers
523
13F filers
532
New
36
Added
189
Reduced
188
Sold out
49
Shares held by filers
40,372,758

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
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,432$827K0.01%-4,57413F-HRTimelineGroup
SEEDS INVESTOR LLC9,419$826K0.08%new13F-HRTimeline
PFG Advisors9,344$820K0.04%-1,42113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…9,316$817K0.23%-1,24013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,293$815K0.01%+5313F-HRTimelineGroup
Arcus Capital Partners, LLC9,285$814K0.34%+15113F-HRTimeline
Empirical Asset Management, LLC9,280$814K0.18%+1313F-HRTimeline
WESBANCO BANK INC9,166$804K0.02%-6513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,081$796K0.01%+35013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,008$791K<0.01%-22,28913F-HRTimelineGroup
Private Advisory Group LLC8,967$786K0.04%+40413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,920$782K0.06%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,763$769K0.04%-28713F-HRTimeline
IFG Advisory, LLC8,469$743K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC8,295$728K0.01%-64113F-HRTimeline
Composition Wealth, LLC8,287$727K0.01%-2,04313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,177$717K0.1%013F-HRTimelineGroup
Bogart Wealth, LLC8,137$714K0.02%-20513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,091$710K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC8,031$704K0.03%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,014$703K0.01%-38413F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,890$692K0.03%+213F-HRTimeline
Portland Financial Advisors Inc7,836$687K1.25%-18713F-HRTimeline
HARBOUR INVESTMENTS, INC.7,804$684K0.01%-3813F-HRTimeline
Black Diamond Financial, LLC7,774$682K0.06%-23613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,744$679K0.08%013F-HRTimeline
Hilltop Partners LLC7,667$672K0.16%+35313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,657$672K0.03%+56013F-HRTimelineGroup
COWA, LLC7,497$658K0.16%-7513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,352$645K<0.01%-1,45813F-HRTimelineGroup
Heck Capital Advisors, LLC7,321$642K0.04%+7513F-HRTimeline
Arax Advisory Partners7,296$640K<0.01%+5,25413F-HRTimeline
Pacific Center for Financial Services7,273$638K0.14%+6713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,247$632K0.42%new13F-HRTimeline
Vise Technologies, Inc.7,205$632K0.01%new13F-HRTimeline
Savvy Advisors, Inc.7,170$629K0.01%-1,32413F-HRTimeline
Lantz Financial LLC7,095$622K0.11%+5413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,067$620K0.02%-10,10413F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC7,059$619K0.04%-1,22113F-HRTimeline
Counterweight Ventures, LLC7,058$619K0.31%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,018$616K0.03%-40813F-HRTimeline
Mascoma Wealth Management LLC7,008$615K0.11%-76413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,964$611K0.03%-1,06813F-HRTimeline
Financial Perspectives, Inc6,746$592K0.14%+113F-HRTimeline
Premier Path Wealth Partners, LLC6,744$591K0.07%-1,28213F-HRTimeline
Relyea Zuckerberg Hanson LLC6,561$575K0.05%new13F-HR/ATimeline
Keystone Financial Group6,496$570K0.03%-30613F-HRTimeline
Pallas Capital Advisors LLC6,482$569K0.02%-1013F-HRTimeline
Creekside Partners6,396$561K0.2%+10113F-HRTimeline
CIBC WORLD MARKET INC.6,360$558K<0.01%+21213F-HRTimeline
Kathmere Capital Management, LLC6,310$553K0.03%+63413F-HRTimeline
APPLETON PARTNERS INC/MA6,309$553K0.03%-10413F-HRTimeline
Wolff Financial Management LLC6,270$550K0.11%-28913F-HRTimeline
HRT FINANCIAL LP6,150$539K<0.01%+29613F-HRTimeline
Wealthfront Advisers LLC6,064$532K<0.01%+1,50013F-HRTimeline
Aries Wealth Management5,990$525K0.1%+15013F-HRTimeline
Fragasso Financial Advisors Inc5,833$512K0.03%+18213F-HRTimeline
BLAIR WILLIAM & CO/IL5,789$508K<0.01%+4313F-HRTimeline
Greenwich Wealth Management LLC5,741$504K0.02%-33513F-HRTimeline
QTR Family Wealth, LLC5,722$502K0.17%-313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,693$499K0.01%-58513F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,665$497K0.13%013F-HRTimeline
FAS Wealth Partners, Inc.5,655$496K0.03%+25413F-HRTimeline
VestGen Advisors, LLC5,553$487K0.01%-5,36313F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC5,168$466K0.41%+6313F-HRTimeline
Aspect Partners, LLC5,280$463K0.17%+3,69413F-HRTimeline
Heirloom Wealth Management5,264$462K0.07%-6,88213F-HRTimeline
BRIGHTON JONES LLC5,237$459K0.01%+28813F-HRTimeline
JMG Financial Group, Ltd.5,231$459K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,181$454K<0.01%-48513F-HRTimeline
Citizens National Bank Trust Department5,102$447K0.07%-11213F-HRTimeline
Horizon Family Wealth, Inc.5,087$446K0.2%013F-HRTimeline
FLOW TRADERS U.S. LLC5,009$439K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,000$439K0.07%013F-HRTimeline
K2 Financial Inc.4,870$435K0.31%-4713F-HRTimeline
NORTH DALLAS BANK & TRUST CO4,944$434K0.26%013F-HRTimeline
Atria Investments, Inc4,873$427K<0.01%+19613F-HRTimeline
Opus Financial Solutions LLC4,830$424K0.34%-4513F-HRTimeline
Acorn Wealth Advisors, LLC4,769$418K0.1%+4513F-HRTimeline
Sage Mountain Advisors LLC4,755$417K0.03%-1,09913F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,720$414K0.26%+8513F-HRTimeline
Integrated Advisors Network LLC4,678$410K0.02%+10413F-HRTimeline
Grey Fox Wealth Advisors, LLC4,664$409K0.06%+8113F-HRTimeline
WBH ADVISORY INC4,652$408K0.03%013F-HRTimeline
LANDAAS & CO /WI /ADV4,650$408K0.07%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,649$408K-6,148Timeline
Western Wealth Management, LLC4,617$405K0.01%-7713F-HRTimeline
AMG National Trust Bank4,547$399K0.01%+4613F-HRTimeline
Blankinship & Foster, LLC4,544$399K0.08%+8613F-HRTimeline
IFP Advisors, Inc4,514$396K0.01%+11513F-HRTimeline
Goldstein Advisors, LLC4,481$393K0.04%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,462$391K0.03%+1813F-HRTimeline
Wilmington Savings Fund Society, FSB4,440$389K0.01%013F-HRTimeline
Hibernia Wealth Partners, LLC4,418$387K0.21%-4,36613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,411$387K+1,167Timeline
EWA, LLC4,380$384K0.07%-14213F-HRTimeline
AE Wealth Management LLC4,380$384K<0.01%+82313F-HRTimeline
Cherry Tree Wealth Management, LLC4,376$384K0.07%-27513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,376$384K0.22%-14613F-HRTimeline
James J. Burns & Company, LLC4,368$383K0.04%+7813F-HRTimeline
Strategic Wealth Advisors LLC4,378$377K0.32%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,293$377K<0.01%+1,61113F-HRTimeline
Visionary Wealth Advisors4,272$375K0.01%+3913F-HRTimeline
Traction Financial Partners, LLC4,207$369K0.2%-3413F-HRTimeline
Arrowroot Family Office, LLC4,198$368K0.11%+3713F-HRTimeline
Sage Capital Advisors,llc4,194$368K0.08%-21913F-HRTimeline
AdvisorNet Financial, Inc4,184$367K0.02%+12513F-HRTimeline
TME FINANCIAL, INC.4,177$366K0.23%+5813F-HRTimeline
Insight Wealth Strategies, LLC4,180$365K0.04%+4313F-HRTimeline
CEERA INVESTMENTS, LLC4,090$359K0.15%013F-HRTimeline
Nabity-Jensen Investment Management Inc4,053$355K0.22%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.4,042$355K0.05%+40813F-HRTimeline
Syntegra Private Wealth Group, LLC4,007$351K0.03%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,933$345K0.02%-31113F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,925$344K0.01%013F-HRTimeline
Diversified Enterprises, LLC3,921$344K0.02%+1413F-HRTimeline
Urban Wealth Management, LLC3,915$343K0.3%013F-HRTimeline
TD Waterhouse Canada Inc.3,898$342K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,866$339K0.01%+12713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,863$339K0.01%-82913F-HRTimeline
National Wealth Management Group, LLC3,857$338K0.1%-17613F-HRTimeline
Summit Wealth Partners, LLC3,843$337K0.05%+5613F-HRTimeline
SteelPeak Wealth, LLC3,836$336K0.01%+18813F-HRTimeline
American Wealth Advisors, LLC3,818$335K0.31%-13913F-HRTimeline
Centurion Wealth Management LLC3,781$332K0.08%013F-HRTimeline
Caliber Wealth Management, LLC / KS3,774$331K0.03%-2313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,723$327K+71Timeline
DRAVO BAY LLC3,567$313K0.11%-21813F-HRTimeline
Stablepoint Partners, LLC3,528$309K0.04%-46713F-HRTimeline
NewEdge Wealth, LLC3,519$309K<0.01%-1,16613F-HRTimeline
GDS Wealth Management3,506$308K0.01%-213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,503$307K<0.01%-1113F-HRTimelineGroup
Baker Avenue Asset Management, LP3,494$306K0.01%+26813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,476$305K<0.01%-5013F-HRTimeline
Greykasell Wealth Strategies, Inc.3,465$304K0.11%013F-HRTimeline
Livet Wealth, LLC3,449$302K0.17%-96813F-HRTimeline
Veery Capital, LLC3,438$302K0.08%+49713F-HRTimeline
Gladstone Institutional Advisory LLC3,437$301K0.01%new13F-HRTimeline
INVESTED ADVISORS3,406$299K0.26%+19713F-HRTimeline
ARWA LLC3,307$298K0.12%013F-HRTimeline
High Net Worth Advisory Group LLC3,361$295K0.06%013F-HRTimeline
BCGM Wealth Management, LLC3,353$294K0.06%-2313F-HRTimeline
Keenan, LLC3,342$293K0.21%-2,30013F-HRTimeline
Peak Financial Management, Inc.3,337$293K0.07%+40713F-HRTimeline
Sowell Financial Services LLC3,332$292K0.01%-10613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,275$287K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital3,152$282K0.01%+113F-HRTimeline
Rare Wolf Capital LLC3,215$282K0.18%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,151$276K0.01%-19113F-HRTimeline
EP Wealth Advisors, LLC3,145$276K<0.01%-1,89413F-HRTimeline
First Citizens Financial Corp3,143$276K0.12%013F-HRTimeline
Fulton Bank, N.A.3,131$275K0.01%013F-HRTimeline
United Advisor Group, LLC3,124$274K0.03%+61613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,120$274K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,110$273K<0.01%-27513F-HRTimelineGroup
Waverly Advisors, LLC3,086$271K<0.01%-6113F-HRTimeline
Csenge Advisory Group3,072$269K0.01%+25513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,065$269K0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC3,046$268K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,041$267K0.15%-7113F-HRTimeline
Invariant Investment Management2,976$266K0.16%+40913F-HRTimeline
Midwest Trust Co3,012$264K<0.01%-313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,969$260K<0.01%+313F-HRTimelineGroup
Claro Advisors Inc.2,965$260K0.03%+2113F-HRTimeline
Blue Zone Wealth Advisors, LLC2,963$260K0.05%+7613F-HRTimeline
Catalyst Investment Management LLC2,920$256K0.23%-113F-HRTimeline
PDS Planning, Inc2,868$252K0.01%013F-HRTimeline
Kaufman Rossin Wealth, LLC2,788$249K0.12%+2113F-HRTimeline
Vestmark Advisory Solutions, Inc.2,832$248K<0.01%+57613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,801$246K0.03%+1413F-HRTimeline
Pathway Financial Advisors LLC2,724$242K0.03%-42113F-HRTimeline
180 WEALTH ADVISORS, LLC2,753$241K0.02%-7013F-HRTimeline
WARNER FINANCIAL, INC2,676$235K0.07%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,646$232K0.06%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,605$228K<0.01%+2113F-HRTimelineGroup
Meridian Wealth Advisors, LLC2,590$227K0.03%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,574$226K0.02%+1713F-HRTimeline
Christensen, King & Associates Investme…2,548$224K0.09%013F-HRTimeline
NorthRock Partners, LLC2,532$222K<0.01%+3313F-HRTimeline
Valmark Advisers, Inc.2,480$218K<0.01%new13F-HRTimeline
PLANNING DIRECTIONS INC2,474$217K0.1%+4613F-HRTimeline
Sun Financial Inc2,313$217K0.1%-16613F-HRTimeline
Straight Path Wealth Management2,446$215K0.05%013F-HRTimeline
Asset Dedication, LLC2,419$212K0.01%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,405$211K0.02%+9213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,343$210K<0.01%013F-HRTimeline
Forum Private Client Group LLC2,387$209K0.06%-23413F-HRTimeline
Sensible Money, LLC2,382$209K0.06%013F-HRTimeline
Florida Trust Wealth Management Co2,365$207K0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.2,359$207K0.05%-37313F-HRTimeline
Marks Group Wealth Management, Inc2,322$204K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC2,313$203K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc2,245$197K0.05%013F-HRTimeline
ENTRUST FINANCIAL LLC2,178$191K0.12%+4113F-HRTimeline
WHITTIER TRUST CO2,134$191K<0.01%013F-HRTimeline
10Elms LLP2,059$181K0.08%+1,50713F-HRTimeline
Federation des caisses Desjardins du Qu…1,855$163K<0.01%+1813F-HRTimeline
HM PAYSON & CO1,735$152K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,562$137K0.01%+713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,474$129K0.01%013F-HRTimeline