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EFAV ISHARES TR

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ETF (fund)

530 managers (538 13F filers) reported a position in EFAV shares at 2025-12-31, 41,855,460 shares in all. 38 filers opened a position and 44 filers sold out during the quarter.

Managers
530
13F filers
538
New
38
Added
199
Reduced
158
Sold out
44
Shares held by filers
41,855,460

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Marks Group Wealth Management, Inc2,322$200K0.02%new13F-HRTimeline
Gen-Wealth Partners Inc2,245$194K0.06%013F-HRTimeline
CBIZ Investment Advisory Services, LLC2,206$190K0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC2,137$184K0.14%13F-HRTimeline
SYM FINANCIAL Corp2,112$182K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,010$173K<0.01%+15513F-HRTimeline
Strengthening Families & Communities, L…1,941$167K0.06%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,856$160K<0.01%-21313F-HRTimeline
HM PAYSON & CO1,735$150K<0.01%013F-HRTimeline
WHITTIER TRUST CO1,634$142K<0.01%013F-HRTimeline
Archer Investment Corp1,608$139K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,596$138K<0.01%-6913F-HRTimelineGroup
Parkside Financial Bank & Trust1,577$136K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,474$127K0.01%013F-HRTimeline
Root Financial Partners, LLC1,406$121K0.01%+313F-HRTimeline
Triumph Capital Management1,237$107K0.02%new13F-HRTimeline
Paladin Advisory Group, LLC1,229$106K0.08%013F-HRTimeline
WFA of San Diego, LLC1,219$105K0.08%-313F-HRTimeline
BARRETT & COMPANY, INC.1,212$105K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…1,159$100K0.01%-16813F-HRTimeline
CX Institutional1,153$99K<0.01%+3513F-HRTimeline
Nemes Rush Group LLC1,147$99K0.01%+92013F-HRTimeline
Reyes Financial Architecture, Inc.1,093$94.3K0.06%-5413F-HRTimeline
Noble Wealth Management PBC1,091$94.1K0.05%-6013F-HRTimeline
FSA Advisors, Inc.10,536$89.7K0.06%new13F-HRTimeline
United Community Bankin group United Community Bank1,025$88.4K0.03%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp984$84.9K<0.01%-17513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC977$84.3K0.01%013F-HRTimeline
HOWE & RUSLING INC931$80.3K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.915$78.9K0.01%+62913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…910$78.5K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA898$77.5K0.01%013F-HRTimeline
Provident Wealth Management, LLC875$75.5K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC849$73.2K0.02%+213F-HRTimeline
Larson Financial Group LLC821$70.8K<0.01%-6113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV814$70.2K<0.01%+1113F-HRTimeline
Beaird Harris Wealth Management, LLC782$67.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.780$67.3K0.01%013F-HRTimeline
WEBSTER BANK, N. A.650$56.1K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC643$55.5K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC614$53K0.02%-72613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp580$50K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA563$48.6K0.02%013F-HRTimeline
WPG Advisers, LLC525$45.3K0.03%+3013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC510$44K<0.01%-20013F-HRTimelineGroup
Global Trust Asset Management, LLC500$43.1K0.02%-3,70013F-HRTimeline
CKW FINANCIAL GROUP500$43K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.494$42.6K0.04%+713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV480$41.4K0.01%+213F-HRTimeline
Bullock Wealth Management Group406$35K0.02%+513F-HRTimeline
Fairscale Capital, LLC405$34.9K0.02%013F-HRTimeline
Dunhill Financial, LLC402$34.7K0.01%+37013F-HRTimeline
Hanson & Doremus Investment Management362$31K<0.01%013F-HRTimeline
Westside Investment Management, Inc.358$30.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.356$30.7K<0.01%+22413F-HRTimeline
Wealth Watch Advisors, INC355$30.6K0.01%013F-HRTimeline
Princeton Global Asset Management LLC354$30.5K<0.01%+34313F-HRTimeline
Wealth Enhancement Trust Services, Inc.319$27.5K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management317$27.3K<0.01%+6113F-HRTimelineGroup
BFSG, LLC316$27.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB308$26.6K<0.01%-12613F-HRTimeline
SIGNATUREFD, LLC308$26.6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc292$25.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…291$25.1K0.01%+28613F-HRTimeline
Fourth Dimension Wealth, LLC285$24.6K0.01%+413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV286$24K0.01%+413F-HRTimeline
Glassman Wealth Services268$23.1K<0.01%013F-HRTimeline
BAYBAN267$23K0.02%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO252$21.7K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC245$21.1K<0.01%-26713F-HRTimeline
Measured Wealth Private Client Group, L…244$21K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…214$18.5K<0.01%+113F-HRTimelineGroup
MCF Advisors LLC200$17.2K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA188$16.2K0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC188$16.2K<0.01%new13F-HRTimeline
LRI Investments, LLC185$15.9K<0.01%-2913F-HRTimeline
JFS WEALTH ADVISORS, LLC180$15.5K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD177$15.3K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC167$14.4K0.01%+113F-HRTimeline
CENTRAL TRUST Co163$14.1K<0.01%new13F-HRTimeline
Avion Wealth171$14K<0.01%013F-HRTimeline
SHP Wealth Management162$14K<0.01%13F-HRTimeline
Boreal Capital Management LLC160$13.8K0.01%-2,06013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.150$13K<0.01%+4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC138$12.1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC137$11.8K<0.01%+213F-HRTimeline
Glen Eagle Advisors, LLC135$11.6K<0.01%-7513F-HRTimeline
Cornerstone Financial Management LLC132$11.4K0.01%13F-HR/ATimeline
Key Financial Inc128$11K<0.01%013F-HRTimeline
Millstone Evans Group, LLC128$11K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$10.8K<0.01%-2,93013F-HRTimelineGroup
First Command Advisory Services, Inc.104$8.97K<0.01%-1113F-HRTimeline
Center for Financial Planning, Inc.103$8.88K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT91$7.89K<0.01%+113F-HRTimeline
MONTAG A & ASSOCIATES INC91$7.85K<0.01%013F-HRTimeline
10Elms LLP89$7.68K0.01%013F-HRTimeline
JNBA Financial Advisors88$7.63K<0.01%+7513F-HRTimeline
Caldwell Trust Co87$7.5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.84$7.24K<0.01%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC74$6.38K0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department69$5.95K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton53$4.57K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC50$4.31K<0.01%+2613F-HRTimeline
TRUST CO OF VERMONT47$4.05K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC46$3.93K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.45$3.88K<0.01%new13F-HRTimeline
GAMMA Investing LLC41$3.54K<0.01%013F-HRTimeline
EASTERN BANK40$3.45K<0.01%+1113F-HRTimeline
MOTCO39$3.36K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC36$3.1K<0.01%-2613F-HRTimeline
IFC & Insurance Marketing, Inc.31$3K<0.01%13F-HRTimeline
FIRST HORIZON CORP32$2.76K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC30$2.59K<0.01%13F-HRTimeline
Abound Wealth Management28$2.44K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28$2.42K<0.01%+1513F-HRTimelineGroup
Aptus Capital Advisors, LLC26$2.24K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC22$1.9K<0.01%13F-HRTimeline
OPTIMA CAPITAL LLC18$1.55K<0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC33$1.48K<0.01%new13F-HRTimeline
PFS Partners, LLC17$1.47K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13$1.12K<0.01%new13F-HRTimelineGroup
Jackson Hole Capital Partners, LLC12$1.03K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12$1.03K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA8$690<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC8$690<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp7$604<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6$518<0.01%013F-HRTimelineGroup
Kilter Group LLC6$518<0.01%013F-HRTimeline
Darwin Wealth Management, LLC3$258<0.01%new13F-HRTimeline
Networth Advisors, LLC2$173<0.01%13F-HRTimeline