Skip to content
Disclosery

EFAV ISHARES TR

Follow

ETF (fund)

510 managers (516 13F filers) reported a position in EFAV shares at 2025-09-30, 42,556,233 shares in all. 32 filers opened a position and 28 filers sold out during the quarter.

Managers
510
13F filers
516
New
32
Added
141
Reduced
177
Sold out
28
Shares held by filers
42,556,233

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.9,725$831K0.58%+6013F-HRTimeline
WESBANCO BANK INC9,765$828K0.02%-4313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,821$828K0.03%-4013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,668$820K0.07%-1,29013F-HRTimelineGroup
Global Retirement Partners, LLC9,566$811K0.02%+61813F-HRTimeline
PFG Advisors9,424$799K0.03%+1,06813F-HRTimeline
SWEENEY & MICHEL, LLC9,462$792K0.27%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,293$788K<0.01%+5,67313F-HRTimelineGroup
Empirical Asset Management, LLC9,258$785K0.22%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,240$784K0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC9,230$783K0.17%013F-HRTimeline
Arcus Capital Partners, LLC9,058$768K0.34%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,046$767K0.05%+15613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,920$757K0.08%013F-HRTimeline
Ellis Investment Partners, LLC8,667$735K0.13%+2,91313F-HRTimeline
Premier Path Wealth Partners, LLC8,566$727K0.09%+213F-HRTimeline
IFG Advisory, LLC8,297$704K0.03%013F-HRTimeline
STOCK YARDS BANK & TRUST CO8,244$699K0.02%-4913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,177$694K0.11%013F-HRTimelineGroup
Bogart Wealth, LLC8,137$690K0.03%013F-HRTimeline
Clearstead Advisors, LLC8,124$689K0.01%-10813F-HRTimeline
Black Diamond Financial, LLC8,090$686K0.08%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,032$681K0.05%-79513F-HRTimeline
Venturi Wealth Management, LLC8,031$681K0.03%013F-HRTimeline
Portland Financial Advisors Inc8,023$681K1.45%013F-HRTimeline
Savvy Advisors, Inc.7,866$667K0.03%+5,06713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,789$661K<0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,755$658K0.04%-3913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,744$657K0.1%-113F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,499$636K0.04%-16913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,389$627K0.04%013F-HRTimelineGroup
Hilltop Partners LLC7,314$620K0.19%-1,10013F-HRTimeline
Heck Capital Advisors, LLC7,294$619K0.05%-5013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,209$611K-1,177Timeline
TWO SIGMA SECURITIES, LLC7,148$606K0.09%+4,55313F-HRTimeline
Pacific Center for Financial Services7,095$602K0.15%-13613F-HRTimeline
Counterweight Ventures, LLC7,058$599K0.35%013F-HRTimeline
Lantz Financial LLC7,041$597K0.13%013F-HRTimeline
APPLETON PARTNERS INC/MA6,635$563K0.04%013F-HRTimeline
Wolff Financial Management LLC6,547$555K0.13%-513F-HRTimeline
Pallas Capital Advisors LLC6,492$551K0.02%013F-HRTimeline
Keystone Financial Group6,486$550K0.04%+50013F-HR/ATimeline
Fragasso Financial Advisors Inc6,320$539K0.03%+713F-HRTimeline
Creekside Partners6,224$528K0.23%013F-HRTimeline
Waverly Advisors, LLC6,194$525K0.01%+3,72913F-HRTimeline
BLAIR WILLIAM & CO/IL6,182$524K<0.01%-10613F-HRTimeline
QTR Family Wealth, LLC6,132$520K0.25%-40513F-HRTimeline
Blue Barn Wealth, LLC6,081$516K0.23%-4413F-HRTimeline
Citizens National Bank Trust Department6,019$511K0.09%-4013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,996$509K0.01%+72513F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.5,908$501K0.31%+2413F-HRTimeline
Sage Mountain Advisors LLC5,854$497K0.03%013F-HRTimeline
Aries Wealth Management5,776$490K0.12%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,762$489K<0.01%+12613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,761$489K0.07%new13F-HRTimeline
Insight Wealth Strategies, LLC5,737$487K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC5,736$487K0.11%-34113F-HRTimeline
Pinnacle Bancorp, Inc.5,665$481K0.14%013F-HRTimeline
NFSG Corp5,597$475K0.07%+20513F-HRTimeline
Acorn Wealth Advisors, LLC5,568$472K0.15%-54213F-HRTimeline
CIBC WORLD MARKET INC.5,528$469K<0.01%+29913F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,493$466K0.36%013F-HRTimeline
Atria Investments, Inc5,467$464K0.01%+7113F-HRTimeline
VestGen Advisors, LLC5,395$458K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.5,328$452K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,258$446K0.02%+613F-HRTimeline
JMG Financial Group, Ltd.5,231$444K0.01%013F-HRTimeline
COWA, LLC5,190$440K0.15%+21213F-HRTimeline
Horizon Family Wealth, Inc.5,087$432K0.25%013F-HRTimeline
NewEdge Wealth, LLC4,935$417K0.01%+87013F-HRTimeline
K2 Financial Inc.4,968$416K0.33%+8013F-HRTimeline
Forum Private Client Group LLC4,845$411K0.15%+18013F-HRTimeline
Stablepoint Partners, LLC4,684$397K0.06%-23613F-HRTimeline
Financial Perspectives, Inc4,654$395K0.11%-21613F-HRTimeline
WBH ADVISORY INC4,652$395K0.03%013F-HRTimeline
LANDAAS & CO /WI /ADV4,650$394K0.09%013F-HRTimeline
National Wealth Management Group, LLC4,573$388K0.15%-2,47913F-HRTimeline
Goldstein Advisors, LLC4,557$387K0.05%-3913F-HRTimeline
BRIGHTON JONES LLC4,536$385K0.01%+25713F-HRTimeline
Grey Fox Wealth Advisors, LLC4,526$384K0.08%013F-HRTimeline
Caliber Wealth Management, LLC / KS4,470$379K0.04%-50113F-HRTimeline
AMG National Trust Bank4,469$379K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,440$377K0.01%013F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC4,432$376K0.03%013F-HRTimeline
Integrated Advisors Network LLC4,415$375K0.02%-4813F-HRTimeline
Sage Capital Advisors,llc4,413$374K0.09%013F-HRTimeline
Blankinship & Foster, LLC4,398$373K0.08%013F-HRTimeline
James J. Burns & Company, LLC4,316$366K0.05%013F-HRTimeline
Arrowroot Family Office, LLC4,300$365K0.15%-313F-HRTimeline
Ackerman Capital Advisors, LLC4,300$365K0.08%-5013F-HRTimeline
EWA, LLC4,251$361K0.1%-313F-HRTimeline
Galvin, Gaustad & Stein, LLC4,243$360K0.03%-4013F-HRTimeline
Traction Financial Partners, LLC4,241$360K0.22%013F-HRTimeline
TME FINANCIAL, INC.4,239$360K0.27%013F-HRTimeline
Bestgate Wealth Advisors, LLC4,234$359K0.63%013F-HRTimeline
Global Trust Asset Management, LLC4,200$356K0.16%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,181$355K<0.01%-2,14213F-HRTimelineGroup
Visionary Wealth Advisors4,171$354K0.02%-60013F-HRTimeline
Western Wealth Management, LLC4,057$344K0.02%+67813F-HRTimeline
Nabity-Jensen Investment Management Inc4,053$344K0.24%013F-HRTimeline
Hibernia Wealth Partners, LLC4,027$342K0.22%-4,02613F-HRTimeline
Summit Wealth Partners, LLC4,011$340K0.06%-9713F-HRTimeline
Kathmere Capital Management, LLC3,962$336K0.02%+24013F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,925$333K0.01%-2513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,906$331K0.18%+7613F-HRTimeline
Greenwich Wealth Management LLC3,874$329K0.02%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,835$325K<0.01%013F-HRTimeline
CEERA INVESTMENTS, LLC3,810$323K0.1%013F-HRTimeline
Centurion Wealth Management LLC3,781$321K0.07%013F-HRTimeline
Diversified Enterprises, LLC3,699$314K0.02%-10613F-HRTimeline
Pathway Financial Advisors LLC3,690$313K0.04%013F-HRTimeline
American Wealth Advisors, LLC3,670$311K0.31%13F-HRTimeline
GTS SECURITIES LLC3,654$310K0.01%-2,53513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,651$310K<0.01%+57213F-HRTimelineGroup
Syntegra Private Wealth Group, LLC3,624$307K0.03%-32513F-HRTimeline
GDS Wealth Management3,588$304K0.02%-25113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,585$304K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,579$304K0.02%-1,03713F-HRTimeline
Family Capital Trust Co3,550$301K0.1%013F-HRTimeline
SteelPeak Wealth, LLC3,496$297K0.01%-2813F-HRTimeline
Greykasell Wealth Strategies, Inc.3,465$294K0.12%013F-HRTimeline
Wealthfront Advisers LLC3,413$290K<0.01%+60413F-HRTimeline
BCGM Wealth Management, LLC3,406$289K0.08%013F-HRTimeline
High Net Worth Advisory Group LLC3,361$285K0.07%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,327$282K0.01%+23413F-HRTimeline
IFP Advisors, Inc3,302$280K0.01%+56113F-HR/ATimeline
Sowell Financial Services LLC3,247$275K0.01%-1413F-HRTimeline
Bolthouse Investments, LLC3,220$273K0.25%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,193$271K<0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,170$269K<0.01%-35513F-HRTimeline
Wedmont Private Capital3,151$267K0.01%013F-HRTimeline
First Citizens Financial Corp3,143$267K0.13%013F-HRTimeline
Fulton Bank, N.A.3,131$266K0.01%013F-HRTimeline
Sunbelt Securities, Inc.3,127$265K0.02%+56513F-HRTimeline
DRAVO BAY LLC3,122$265K0.12%+39713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,120$265K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,097$264K0.01%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,110$264K<0.01%+513F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC3,107$264K0.19%013F-HRTimeline
Baker Avenue Asset Management, LP3,106$263K0.01%013F-HRTimeline
Sigma Planning Corp3,075$261K0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,066$260K0.01%new13F-HRTimeline
Archford Capital Strategies, LLC3,065$260K0.03%-5,20513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,055$259K0.01%013F-HRTimelineGroup
Apeiron RIA LLC3,012$257K0.06%-4113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,996$254K<0.01%-1613F-HRTimelineGroup
Fisher Asset Management, LLC2,985$253K<0.01%+28513F-HRTimeline
Claro Advisors Inc.2,944$250K0.04%+18013F-HRTimeline
PDS Planning, Inc2,930$249K0.02%013F-HRTimeline
Peak Financial Management, Inc.2,928$248K0.07%-1,54213F-HRTimeline
SYNOVUS FINANCIAL CORP2,928$248K<0.01%+20713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,906$247K0.01%new13F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC2,902$246K0.05%+2013F-HRTimeline
Arete Wealth Advisors, LLC2,915$246K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,874$244K<0.01%+1313F-HRTimelineGroup
180 WEALTH ADVISORS, LLC2,843$241K0.03%-13513F-HRTimeline
PLANNING DIRECTIONS INC2,806$238K0.12%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,777$236K0.03%-33813F-HRTimeline
Medallion Wealth Advisors, LLC2,760$234K0.08%-6013F-HRTimeline
Kaufman Rossin Wealth, LLC2,753$234K0.13%013F-HRTimeline
Veery Capital, LLC2,739$232K0.07%-113F-HRTimeline
Bond & Devick Financial Network, Inc.2,732$232K0.07%-64613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,729$232K<0.01%-2613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,724$231K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,719$231K<0.01%-1,30013F-HRTimelineGroup
Richmond Investment Services, LLC2,690$228K0.04%013F-HRTimeline
WARNER FINANCIAL, INC2,676$227K0.08%013F-HRTimeline
NorthRock Partners, LLC2,672$227K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,657$225K<0.01%-37213F-HRTimeline
SeaCrest Wealth Management, LLC2,649$224K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC2,643$224K<0.01%+8613F-HRTimeline
Meridian Wealth Advisors, LLC2,590$220K0.03%-80013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,567$218K-23Timeline
Meridian Financial Advisors, LLC2,559$217K0.12%013F-HRTimeline
Sovereign Financial Group, Inc.2,550$216K0.04%-8013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,545$216K0.02%013F-HRTimeline
AdvisorNet Financial, Inc2,529$215K0.01%+5413F-HRTimeline
Christensen, King & Associates Investme…2,526$214K0.09%013F-HRTimeline
Smartleaf Asset Management LLC2,525$213K0.01%013F-HRTimeline
Independence Bank of Kentucky2,500$212K0.03%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,490$211K0.07%013F-HRTimeline
Csenge Advisory Group2,487$211K0.01%-97513F-HRTimeline
Straight Path Wealth Management2,446$207K0.06%013F-HRTimeline
Asset Dedication, LLC2,419$205K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,393$203K<0.01%013F-HRTimelineGroup
Sensible Money, LLC2,382$202K0.07%013F-HRTimeline
Florida Trust Wealth Management Co2,365$201K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,359$200K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc2,245$190K0.06%013F-HRTimeline
Boreal Capital Management LLC2,220$188K0.15%013F-HRTimeline
SYM FINANCIAL Corp2,112$179K0.02%-19413F-HRTimeline
Federation des caisses Desjardins du Qu…2,069$176K<0.01%-5813F-HRTimeline
Strengthening Families & Communities, L…1,941$165K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,855$157K<0.01%+6313F-HRTimeline
HM PAYSON & CO1,735$147K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,665$141K<0.01%+35113F-HRTimelineGroup
WHITTIER TRUST CO1,634$139K<0.01%013F-HRTimeline
Archer Investment Corp1,608$136K0.03%013F-HRTimeline
Parkside Financial Bank & Trust1,577$134K0.01%-2913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,474$125K0.01%013F-HRTimeline