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EFAV ISHARES TR

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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
FMR LLCin group FMR LLC8,407,272$713M0.04%-610,96613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,391,562$373M0.01%-128,23213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,899,489$331M0.02%-116,93213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,119,850$180M0.01%+28,59713F-HR/ATimelineGroup
Wharton Business Group, LLC1,766,534$150M6.55%-4,16013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,191,309$101M0.07%-52,50113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,060,844$90M-532,178Timeline
LPL Financial LLC985,562$83.6M0.02%-10,89113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC815,269$69.2M1.83%013F-HRTimeline
Financial Engines Advisors L.L.C.812,955$69M0.13%-24,46213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN758,740$64.4M0.01%+6,43113F-HRTimelineGroup
UBS Group AGin group UBS Group AG712,195$60.4M0.01%+61,92513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO633,870$53.8M0.06%+10,99713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC521,088$44.2M0.01%-246,19513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA520,680$44.2M0.01%+52,00213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC520,379$44.1M0.09%+7,26013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV476,675$40.4M0.07%-97,83613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC427,621$36.3M0.01%-12,03513F-HRTimelineGroup
Cambridge Investment Research Advisors,…424,957$36M0.1%+5,63113F-HRTimeline
Amundiin group Amundi412,701$35.2M0.01%+120,00113F-HRTimelineGroup
Cetera Investment Advisers364,435$30.9M0.04%+129,31213F-HRTimeline
Summit Financial, LLC361,910$30.7M0.47%+13,23813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC324,913$27.6M0.03%+51,73713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC323,498$27.4M0.04%-52,88813F-HRTimeline
Wealth Advisors of Iowa, LLC308,736$26.2M8.92%-3,65913F-HRTimeline
ALLIANCEBERNSTEIN L.P.298,110$25.3M0.01%-94,96313F-HRTimeline
Facet Wealth, Inc.284,023$24.1M0.5%+6,85813F-HRTimeline
Burt Wealth Advisors276,525$23.5M5.76%-2,63313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management238,682$20.2M0.24%-9,72213F-HRTimelineGroup
Armbruster Capital Management, Inc.216,938$18.4M3.13%+5,61813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.205,502$17.4M0.02%+77,86113F-HRTimelineGroup
Lester Murray Antman dba SimplyRich190,104$16.1M4.35%-13,35213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS188,330$16M0.03%+12,69613F-HRTimeline
Portfolio Design Labs, LLC186,424$15.8M2.72%-358,49113F-HRTimeline
MML INVESTORS SERVICES, LLC174,216$14.8M0.04%-15,91413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP162,994$13.7M0.01%+23,14613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC157,205$13.3M0.02%-4,44813F-HRTimelineGroup
Ledyard National Bank149,184$12.7M1.13%-57113F-HRTimeline
ANDERSON HOAGLAND & CO147,756$12.5M1.12%+1,03613F-HRTimeline
Symmetry Partners, LLC131,976$11.2M1.22%+14,47613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC131,154$11.1M0.39%-297,97013F-HRTimelineGroup
Creative Planningin group Creative Planning127,280$10.8M0.01%+95713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,873$10.8M0.01%-7,34813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding119,374$10.1M+3,469Timeline
ProVise Management Group, LLC119,350$10.1M0.75%+2,14013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding112,126$9.55M+38,512Timeline
Magnus Financial Group LLC111,308$9.44M0.75%+87313F-HRTimeline
COMERICA BANK107,322$9.1M0.03%-2,53513F-HRTimeline
Geneos Wealth Management Inc.104,834$8.89M0.23%-5,18713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,623$8.62M<0.01%+54913F-HR/ATimelineGroup
CHOREO, LLC95,116$8.07M0.11%-1,59713F-HRTimeline
HighTower Advisors, LLC91,543$7.77M0.01%-13,67013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,670$7.61M0.01%+7,38513F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT87,913$7.46M0.48%+6,53013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC87,255$7.4M0.78%-2,24913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC85,629$7.26M0.49%+2,25013F-HRTimeline
Horizon Investments, LLC85,578$7.26M0.1%+1,92213F-HRTimeline
Asset Management Group, Inc.83,344$7.07M1.16%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,063$7.05M0.01%+1,17313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/81,678$6.93M0.01%new13F-HRTimelineGroup
Yeomans Consulting Group, Inc.81,152$6.92M2.39%-32113F-HRTimeline
Well Done, LLC81,417$6.91M1.18%-3,68713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,028$6.87M0.01%-2,93113F-HRTimeline
ASPIRIANT, LLC76,881$6.52M0.2%-1,83013F-HRTimeline
TUDOR INVESTMENT CORP ET AL76,212$6.47M0.04%new13F-HR/ATimeline
Merit Financial Group, LLC75,391$6.4M0.06%-1,84513F-HR/ATimeline
Mission Creek Capital Partners, Inc.72,895$6.18M1.22%+16,98413F-HRTimeline
Apella Capital, LLC72,826$6.17M0.14%-12,09613F-HRTimeline
Glenmede Investment Management, LP67,367$5.71M0.03%-4,01813F-HRTimeline
Estate Counselors, LLC67,061$5.69M0.49%+4,62013F-HRTimeline
San Luis Wealth Advisors LLC66,880$5.67M1.02%+2,77913F-HR/ATimeline
NewEdge Advisors, LLC66,583$5.65M0.03%+3,64913F-HRTimeline
Kingsview Wealth Management, LLC65,198$5.53M0.08%+6,78413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,898$5.34M<0.01%+87413F-HRTimelineGroup
Anchor Investment Management, LLC60,798$5.16M0.43%+3,71613F-HRTimeline
OLD MISSION CAPITAL LLC59,646$5.06M0.18%+45,51013F-HRTimeline
World Investment Advisors58,402$4.95M0.1%-94313F-HRTimeline
TCV Trust & Wealth Management, Inc.55,706$4.73M0.4%+1,58713F-HRTimeline
RWA WEALTH PARTNERS, LLC54,853$4.65M0.05%new13F-HRTimeline
Sequoia Financial Advisors, LLC52,397$4.44M0.03%+29,26913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,022$4.41M<0.01%-2,30913F-HRTimelineGroup
CWM, LLCin group CWM, LLC50,892$4.32M0.01%+7,06313F-HRTimelineGroup
IMA Advisory Services, Inc.48,019$4.07M0.41%-68213F-HRTimeline
Private Advisor Group, LLC43,578$3.7M0.02%+2,46313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…42,802$3.63M0.03%-1,54713F-HRTimelineGroup
Shore Point Advisors, LLC42,357$3.59M1.59%+4,25413F-HRTimeline
Mutual Advisors, LLC41,560$3.56M0.08%-1,82913F-HRTimeline
Vestcor Inc41,692$3.54M0.11%-21,43513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,663$3.53M0.01%+37513F-HRTimelineGroup
MAI Capital Management41,476$3.52M0.02%+14,70013F-HRTimeline
Qube Research & Technologies Ltd41,372$3.51M<0.01%-12,24713F-HRTimeline
Strategic Blueprint, LLC41,065$3.48M0.15%+38,28213F-HRTimeline
MorganRosel Wealth Management, LLC40,826$3.46M0.9%+44013F-HRTimeline
Advisory Services Network, LLC39,889$3.38M0.05%-68813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38,798$3.29M0.1%+1,47113F-HRTimelineGroup
D.A. DAVIDSON & CO.38,345$3.25M0.02%-12613F-HRTimeline
Corsicana & Co.37,834$3.21M1.8%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,096$3.15M0.02%-99713F-HR/ATimelineGroup
Samalin Investment Counsel, LLC36,991$3.14M1.08%+1,02713F-HRTimeline
Integrated Wealth Concepts LLC36,320$3.08M0.03%-7,56013F-HRTimeline
Rehmann Capital Advisory Group35,977$3.05M0.17%-70,66513F-HRTimeline
Physician Wealth Advisors, Inc.35,924$3.05M0.43%-80713F-HRTimeline
BridgePort Financial Solutions, LLC35,448$3.01M0.81%-29813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,803$2.95M<0.01%-107,01013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,179$2.9M0.24%+70413F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.32,757$2.76M0.01%13F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.32,283$2.74M1.45%-813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding30,461$2.58M+3,996Timeline
Prism Advisors, Inc.30,430$2.58M0.7%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,090$2.55M0.09%-17513F-HRTimelineGroup
Brickley Wealth Management29,833$2.53M0.44%-1,23613F-HRTimeline
RHS Financial, LLC29,745$2.52M1.31%-2,32713F-HRTimeline
MGO ONE SEVEN LLC27,535$2.34M0.05%+42813F-HRTimeline
MATHER GROUP, LLC.27,126$2.3M0.02%+2613F-HRTimeline
Friedenthal Financial26,768$2.27M1.17%-49,41313F-HRTimeline
IHT Wealth Management, LLC26,450$2.24M0.06%+66013F-HRTimeline
J.W. COLE ADVISORS, INC.25,818$2.19M0.04%-96613F-HRTimeline
UMB Bank, n.a.24,436$2.07M0.03%-1,70913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ausdal Financial Partners, Inc.24,258$2.06M0.1%+1513F-HRTimeline
Klingman & Associates, LLC23,146$1.96M0.1%-49013F-HRTimeline
Fortune Financial Advisors, LLC23,047$1.96M1.47%+38013F-HRTimeline
Steward Partners Investment Advisory, L…22,095$1.87M0.01%+63113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,051$1.87M<0.01%-2,66413F-HRTimelineGroup
McNaughton Wealth Management, LLC21,781$1.85M0.78%+40513F-HRTimeline
Sanctuary Advisors, LLC20,927$1.78M0.01%+49413F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,857$1.77M0.04%-53913F-HRTimelineGroup
CVA Family Office, LLC20,855$1.77M0.23%+35013F-HRTimeline
CGN Advisors LLC20,776$1.76M0.14%+20713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,677$1.75M0.49%-7613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,586$1.75M<0.01%-1,24213F-HRTimelineGroup
Berger Financial Group, Inc20,569$1.74M0.1%-11213F-HRTimeline
Parallel Advisors, LLC20,401$1.73M0.03%+10,18813F-HRTimeline
SageView Advisory Group, LLC19,970$1.69M0.06%-5813F-HRTimeline
Breakwater Capital Group19,214$1.63M0.24%+11213F-HRTimeline
Beacon Pointe Advisors, LLC19,092$1.62M0.01%+70313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,535$1.57M<0.01%+10,91613F-HRTimelineGroup
Kathleen S. Wright Associates Inc.18,304$1.55M0.58%-13213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,260$1.55M0.04%-4,07513F-HRTimeline
TPG Advisors LLC18,169$1.54M1.01%-2,60913F-HRTimeline
Bell Investment Advisors, Inc18,070$1.53M0.25%+2013F-HRTimeline
&PARTNERS17,854$1.51M0.01%+7,07513F-HRTimeline
Bleakley Financial Group, LLC17,688$1.5M0.03%-32813F-HRTimeline
HB Wealth Management, LLC17,358$1.47M0.01%+2,85013F-HRTimeline
HBK Sorce Advisory LLC17,394$1.47M0.04%-2,19613F-HR/ATimeline
Roof Eidam Maycock Peralta, LLC17,269$1.46M0.36%013F-HRTimeline
Bellwether Advisors, LLC17,125$1.45M0.24%+8513F-HRTimeline
Foster Victor Wealth Advisors, LLC16,950$1.45M0.09%-47813F-HRTimeline
Peterson Wealth Advisors, LLC16,847$1.43M0.21%-95313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…16,721$1.42M<0.01%+2,96213F-HRTimeline
SHUFRO ROSE & CO LLC18,230$1.42M0.12%-14913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…16,429$1.39M0.41%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,400$1.39M<0.01%+16,38013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC16,378$1.39M0.02%-14313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,004$1.36M0.01%+1,56713F-HRTimelineGroup
Janney Montgomery Scott LLC15,814$1.34M<0.01%-3,04013F-HRTimeline
Tacita Capital Inc15,759$1.34M0.81%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,690$1.33M0.02%+7,94213F-HRTimelineGroup
Foster Group, Inc.15,378$1.3M0.04%+19213F-HRTimeline
Betterment LLC15,238$1.29M<0.01%+6,91113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,180$1.29M0.02%-9813F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC14,604$1.24M0.15%013F-HRTimeline
Capital Advisors, Ltd. LLC14,511$1.23M0.14%+8513F-HRTimeline
Arkadios Wealth Advisors14,186$1.2M0.03%-1,04113F-HRTimeline
Compound Planning, Inc.14,124$1.2M0.04%-3913F-HRTimeline
PCA Investment Advisory Services Inc.13,780$1.17M0.43%-1,29913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,595$1.15M0.3%+56413F-HRTimeline
IBEX WEALTH ADVISORS13,424$1.14M0.11%-28113F-HRTimeline
Waldron Private Wealth LLC13,386$1.14M0.05%-9613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,256$1.12M0.01%+1,40713F-HRTimelineGroup
Gateway Wealth Partners, LLC13,250$1.12M0.15%-10013F-HRTimeline
Allworth Financial LP13,197$1.12M<0.01%-3,21313F-HRTimeline
Round Rock Advisors LLC13,184$1.12M0.18%-16013F-HRTimeline
Wealthspire Advisors, LLC13,163$1.12M0.01%-3,20513F-HRTimeline
Quantinno Capital Management LP12,850$1.09M<0.01%+3,28913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,816$1.09M0.01%+1,18513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,651$1.07M<0.01%-20513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,297$1.04M0.02%-2,64113F-HRTimelineGroup
Baker Ellis Asset Management LLC12,150$1.03M0.13%013F-HRTimeline
FOSTER & MOTLEY INC12,118$1.03M0.06%-20013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…12,111$1.03M0.38%-85113F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC12,090$1.03M0.75%-43,03513F-HRTimeline
Shira Ridge Wealth Management11,700$993K0.42%-5513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,683$991K0.02%-6,51813F-HRTimelineGroup
MONECO ADVISORS, LLC11,533$978K0.08%-72313F-HRTimeline
Perigon Wealth Management, LLC11,378$965K0.02%-1,21913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,200$950K<0.01%-77,10013F-HRTimeline
CFS Investment Advisory Services, LLC11,001$942K0.07%-12213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,969$931K0.02%013F-HRTimeline
INVESTMENT PARTNERS, LTD.10,946$929K0.33%013F-HRTimeline
Versant Capital Management, Inc10,834$919K0.13%013F-HRTimeline
Clark Asset Management, LLC10,799$916K0.11%013F-HRTimeline
Composition Wealth, LLC10,664$905K0.01%-3,19213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,509$891K<0.01%-1,01613F-HRTimelineGroup
Focus Financial Network, Inc.10,487$890K0.03%+2,63713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,219$867K0.01%013F-HRTimelineGroup
Carr Financial Group Corp10,128$859K0.24%+47413F-HRTimeline
Joel Isaacson & Co., LLC10,120$859K0.03%+5,00013F-HRTimeline
Prospera Financial Services Inc10,002$849K0.01%+2,69213F-HRTimeline
Farther Finance Advisors, LLC9,975$846K0.01%-50513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,950$839K0.1%013F-HRTimeline