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Disclosery

EFAV ISHARES TR

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ETF (fund)

512 managers (518 13F filers) reported a position in EFAV shares at 2025-06-30, 44,954,156 shares in all. 63 filers opened a position and 34 filers sold out during the quarter.

Managers
512
13F filers
518
New
63
Added
186
Reduced
167
Sold out
34
Shares held by filers
44,954,156

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC9,018,238$758M0.04%-142,45113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,519,794$380M0.01%+388,84413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,016,421$338M0.03%-262,54713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,091,253$176M0.01%+42,09313F-HRTimelineGroup
Wharton Business Group, LLC1,770,694$149M6.27%+82,01313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,593,022$134M+6,469Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,243,810$105M0.08%+13,40413F-HRTimelineGroup
LPL Financial LLC996,453$83.8M0.03%+138,42013F-HRTimeline
Financial Engines Advisors L.L.C.837,417$70.4M0.14%-115,65013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC815,269$68.5M1.95%-19,25013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC767,283$64.5M0.02%+188,46113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN752,309$63.2M0.01%+158,60413F-HRTimelineGroup
UBS Group AGin group UBS Group AG650,270$54.7M0.01%+50,94513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO622,873$52.4M0.06%+41,03213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV574,511$48.3M0.11%-58,76913F-HRTimeline
Portfolio Design Labs, LLC544,915$45.8M8.99%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC513,119$43.1M0.1%+278,74213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA468,678$39.4M0.01%+7,64813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC439,656$37M0.01%+19,22713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC429,124$36.1M1.41%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…419,326$35.2M0.11%+235,15413F-HRTimeline
ALLIANCEBERNSTEIN L.P.393,073$33M0.01%+4,98413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC376,386$31.6M0.04%+26,93613F-HRTimeline
Summit Financial, LLC348,672$29.3M0.66%+346,08113F-HRTimeline
Wealth Advisors of Iowa, LLC312,395$26.3M9.81%+165,58013F-HRTimeline
Amundiin group Amundi292,700$24.7M0.01%-23,50013F-HRTimelineGroup
Burt Wealth Advisors279,158$23.5M5.37%-2,30813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC273,176$23M0.04%new13F-HRTimelineGroup
Facet Wealth, Inc.277,165$22.7M0.51%+61,55113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management248,404$20.9M0.27%-20,45613F-HRTimelineGroup
Cetera Investment Advisers235,123$19.8M0.03%+48,39813F-HRTimeline
Armbruster Capital Management, Inc.211,320$17.8M3.22%+8,67313F-HRTimeline
Lester Murray Antman dba SimplyRich203,456$17.1M4.77%-3013F-HRTimeline
MML INVESTORS SERVICES, LLC190,130$16M0.05%+47,95613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS175,634$14.8M0.03%+16,50213F-HRTimeline
Mariner, LLCin group Mariner, LLC161,653$13.6M0.02%-5,25813F-HRTimelineGroup
Ledyard National Bank149,755$12.6M1.19%+1,35713F-HRTimeline
ANDERSON HOAGLAND & CO146,720$12.3M1.18%+1,47713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…141,813$11.9M0.02%+129,25513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP139,848$11.7M0.01%+43,67713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,221$11.3M0.02%+28,29713F-HRTimelineGroup
Creative Planningin group Creative Planning126,323$10.6M0.01%-1,10513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,641$10.6M0.02%+30,07713F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.119,045$10M0.05%-1,45213F-HRTimeline
Symmetry Partners, LLC117,500$9.88M1.22%+7,75413F-HRTimeline
ProVise Management Group, LLC117,210$9.85M0.78%-7,60313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding115,905$9.74M-2,281Timeline
Magnus Financial Group LLC110,435$9.28M0.82%+2,75113F-HRTimeline
Geneos Wealth Management Inc.110,021$9.25M0.23%-136,13513F-HRTimeline
COMERICA BANK109,857$9.23M0.04%+2,71413F-HRTimeline
Rehmann Capital Advisory Group106,642$8.96M0.54%-6,73513F-HRTimeline
HighTower Advisors, LLC105,213$8.84M0.01%+9,75113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,074$8.5M<0.01%-54413F-HRTimelineGroup
CHOREO, LLC96,713$8.13M0.11%-15,86113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC89,504$7.52M0.84%-11,03013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC88,300$7.42M0.01%+72,10013F-HRTimeline
Well Done, LLC85,104$7.15M1.34%-8,43313F-HRTimeline
Apella Capital, LLC84,922$7.1M0.19%-15,48613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,959$7.06M0.01%-13,39813F-HRTimeline
Horizon Investments, LLC83,656$7.03M0.11%+83,64313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC83,379$7.01M0.53%new13F-HRTimeline
Asset Management Group, Inc.83,344$7.01M1.22%+85813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,285$6.92M0.01%+1,92613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,890$6.88M0.01%+5,85413F-HRTimelineGroup
Yeomans Consulting Group, Inc.81,473$6.87M2.84%+1,37013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT81,383$6.84M0.47%+4,50713F-HRTimeline
ASPIRIANT, LLC78,711$6.62M0.21%-7,97413F-HRTimeline
Merit Financial Group, LLC77,236$6.49M0.07%+26,55913F-HRTimeline
Friedenthal Financial76,181$6.4M3.51%-2,74013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding73,614$6.19M+10,306Timeline
Glenmede Investment Management, LP71,385$6M0.03%13F-HRTimeline
One Capital Management, LLC68,988$5.8M0.2%new13F-HRTimeline
San Luis Wealth Advisors LLC64,101$5.39M1.16%new13F-HRTimeline
Vestcor Inc63,127$5.31M0.16%+57,20613F-HRTimeline
NewEdge Advisors, LLC62,934$5.29M0.03%+2,94813F-HRTimeline
Estate Counselors, LLC62,441$5.25M0.52%-34513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,024$5.21M<0.01%+5,86813F-HRTimelineGroup
World Investment Advisors59,345$4.99M0.11%+2,01813F-HRTimeline
Kingsview Wealth Management, LLC58,414$4.91M0.08%new13F-HRTimeline
Anchor Investment Management, LLC57,082$4.8M0.42%+1,20313F-HRTimeline
Mission Creek Capital Partners, Inc.55,911$4.7M1.04%-1,49213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC55,125$4.64M3.5%+3,28813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54,331$4.57M<0.01%-2,35113F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.54,119$4.55M0.4%-98013F-HRTimeline
Qube Research & Technologies Ltd53,619$4.51M0.01%+8,64213F-HRTimeline
CW Advisors, LLC53,167$4.45M0.04%-1,62513F-HRTimeline
IMA Advisory Services, Inc.48,701$4.09M0.44%+1,54213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…44,349$3.73M0.03%-1,24813F-HRTimelineGroup
Integrated Wealth Concepts LLC43,880$3.69M0.04%+16613F-HRTimeline
CWM, LLCin group CWM, LLC43,829$3.68M0.01%+25,31513F-HRTimelineGroup
FLOW TRADERS U.S. LLC43,678$3.67M0.14%new13F-HRTimeline
Mutual Advisors, LLC43,389$3.65M0.09%+16,31913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,500$3.49M<0.01%+35,39713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,288$3.47M0.01%-57713F-HR/ATimelineGroup
Private Advisor Group, LLC41,115$3.46M0.02%+25613F-HRTimeline
MorganRosel Wealth Management, LLC40,386$3.39M0.93%-96413F-HRTimeline
Advisory Services Network, LLC40,577$3.32M0.05%+1,03413F-HRTimeline
D.A. DAVIDSON & CO.38,471$3.23M0.02%-1,94313F-HRTimeline
Shore Point Advisors, LLC38,103$3.2M1.54%-46313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,093$3.2M0.02%+59213F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC37,327$3.14M0.1%+5,02613F-HRTimelineGroup
Physician Wealth Advisors, Inc.36,731$3.09M0.48%-2,10413F-HRTimeline
Samalin Investment Counsel, LLC35,964$3.02M1.16%-43613F-HRTimeline
BridgePort Financial Solutions, LLC35,746$3M1%-97213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,475$2.81M0.26%-1,24713F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.32,291$2.71M1.56%+67313F-HRTimeline
RHS Financial, LLC32,072$2.7M1.53%+25,80513F-HRTimeline
Brickley Wealth Management31,069$2.61M0.51%-11613F-HRTimeline
Prism Advisors, Inc.30,430$2.56M0.73%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,265$2.54M0.09%-12513F-HRTimelineGroup
Martin Worley Group29,801$2.51M1.23%+3,84113F-HRTimeline
Tactive Advisors, LLC28,860$2.43M0.78%13F-HRTimeline
MGO ONE SEVEN LLC27,107$2.28M0.07%new13F-HRTimeline
MATHER GROUP, LLC.27,100$2.28M0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.26,784$2.25M0.05%+5,60413F-HRTimeline
MAI Capital Management26,776$2.25M0.02%-2,03513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,465$2.22M-1,408Timeline
UMB Bank, n.a.26,145$2.2M0.03%-13913F-HR/ATimeline
IHT Wealth Management, LLC25,790$2.17M0.06%-25713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,715$2.08M<0.01%-2,22113F-HRTimelineGroup
Ausdal Financial Partners, Inc.24,243$2.04M0.14%+35513F-HRTimeline
Klingman & Associates, LLC23,636$1.99M0.11%-68513F-HRTimeline
Sequoia Financial Advisors, LLC23,128$1.94M0.01%-11,61113F-HRTimeline
Fortune Financial Advisors, LLC22,667$1.91M1.53%+2,28213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,335$1.88M0.05%+19,27513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,828$1.83M<0.01%-15713F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,464$1.8M0.01%+1,52313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,396$1.8M0.04%+1,02113F-HRTimelineGroup
McNaughton Wealth Management, LLC21,376$1.8M0.8%-6813F-HRTimeline
TPG Advisors LLC20,778$1.75M1.26%-1,24413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,753$1.74M0.54%-7913F-HRTimeline
Berger Financial Group, Inc20,681$1.74M0.11%-1,01213F-HRTimeline
CGN Advisors LLC20,569$1.73M0.15%+55613F-HRTimeline
CVA Family Office, LLC20,505$1.72M0.24%-50113F-HRTimeline
Sanctuary Advisors, LLC20,433$1.72M0.01%-67413F-HRTimeline
SageView Advisory Group, LLC20,028$1.66M0.06%+7413F-HRTimeline
HBK Sorce Advisory LLC19,590$1.65M0.04%-1,24013F-HRTimeline
Breakwater Capital Group19,102$1.61M0.26%-24613F-HRTimeline
Janney Montgomery Scott LLC18,854$1.58M<0.01%+25313F-HRTimeline
Kathleen S. Wright Associates Inc.18,436$1.55M0.6%+2,43813F-HRTimeline
Beacon Pointe Advisors, LLC18,389$1.55M0.02%-71913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,201$1.53M0.03%new13F-HRTimelineGroup
Bell Investment Advisors, Inc18,050$1.52M0.26%+18813F-HRTimeline
Bleakley Financial Group, LLC18,016$1.51M0.04%new13F-HRTimeline
Peterson Wealth Advisors, LLC17,800$1.5M0.25%-67013F-HRTimeline
Foster Victor Wealth Advisors, LLC17,428$1.46M0.1%-86813F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,269$1.45M0.36%013F-HRTimeline
Bellwether Advisors, LLC17,040$1.43M0.24%-3513F-HRTimeline
SHUFRO ROSE & CO LLC18,379$1.43M0.12%-11413F-HRTimeline
Prime Capital Investment Advisors, LLC16,521$1.39M0.02%-2,96613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…16,429$1.38M0.44%+2,70313F-HRTimeline
Allworth Financial LP16,410$1.38M0.01%+34613F-HRTimeline
Wealthspire Advisors, LLC16,368$1.38M0.01%-2,07713F-HRTimeline
Tacita Capital Inc15,759$1.32M0.85%-38513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,278$1.28M0.02%+92513F-HRTimelineGroup
Arkadios Wealth Advisors15,227$1.28M0.04%-23413F-HRTimeline
Foster Group, Inc.15,186$1.28M0.04%-40413F-HRTimeline
PCA Investment Advisory Services Inc.15,079$1.27M0.53%+5613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,938$1.26M0.03%-1,20313F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC14,604$1.23M0.14%-4,21013F-HRTimeline
HB Wealth Management, LLC14,508$1.22M0.01%-3,06313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,437$1.21M0.01%+1,28813F-HRTimelineGroup
Capital Advisors, Ltd. LLC14,426$1.21M0.15%+50013F-HRTimeline
Independent Solutions Wealth Management…14,187$1.19M0.23%new13F-HRTimeline
Financial Management Professionals, Inc.14,172$1.19M0.13%new13F-HRTimeline
Compound Planning, Inc.14,163$1.19M0.05%-17913F-HRTimeline
OLD MISSION CAPITAL LLC14,136$1.19M0.03%-97,71713F-HRTimeline
Composition Wealth, LLC13,856$1.16M0.02%+6,44313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…13,759$1.16M<0.01%+87213F-HRTimeline
IBEX WEALTH ADVISORS13,705$1.15M0.12%new13F-HRTimeline
Waldron Private Wealth LLC13,482$1.13M0.05%-36313F-HRTimeline
Gateway Wealth Partners, LLC13,350$1.12M0.21%-12613F-HRTimeline
Round Rock Advisors LLC13,344$1.12M0.19%-4,02013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,031$1.1M0.28%+1,16313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…12,962$1.09M0.44%+16113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,856$1.08M0.01%-84613F-HRTimelineGroup
Perigon Wealth Management, LLC12,597$1.06M0.02%-2913F-HRTimeline
FOSTER & MOTLEY INC12,318$1.03M0.06%-1,24013F-HRTimeline
MONECO ADVISORS, LLC12,256$1.03M0.1%+1,73313F-HRTimeline
Baker Ellis Asset Management LLC12,150$1.02M0.14%-15013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC12,070$1.01M0.03%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,849$996K0.01%-11,32413F-HRTimelineGroup
Shira Ridge Wealth Management11,755$988K0.45%+6513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,631$978K0.01%+55613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,525$969K<0.01%+1,32113F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC11,123$935K0.08%-71513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,969$922K0.03%+1,32213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,958$921K0.08%013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.10,946$920K0.35%+3013F-HRTimeline
Versant Capital Management, Inc10,834$911K0.14%+20513F-HRTimeline
Clark Asset Management, LLC10,799$908K0.12%013F-HRTimeline
&PARTNERS10,779$906K0.01%+1,72213F-HRTimeline
Farther Finance Advisors, LLC10,480$881K0.02%+57113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,219$859K0.01%013F-HRTimelineGroup
Parallel Advisors, LLC10,213$859K0.02%+10,13613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,950$836K0.11%+2313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,861$833K0.03%+1,67813F-HRTimelineGroup
WESBANCO BANK INC9,808$824K0.02%+44013F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.9,665$814K0.54%013F-HRTimeline
Carr Financial Group Corp9,654$812K0.24%new13F-HRTimeline