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Disclosery

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
FMR LLCin group FMR LLC8,003,783$690M0.04%-403,48913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,005,188$345M0.01%-386,37413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,993,511$344M0.03%+94,02213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,310,102$199M0.01%+190,25213F-HR/ATimelineGroup
Wharton Business Group, LLC1,761,493$152M5.78%-5,04113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,155,527$99.7M0.06%-35,78213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding989,653$85.4M-71,191Timeline
LPL Financial LLC897,574$77.4M0.02%-87,98813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC799,769$69M2.62%-15,50013F-HRTimeline
Financial Engines Advisors L.L.C.797,202$68.8M0.13%-15,75313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN704,406$60.8M0.01%-54,33413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO667,769$57.6M0.06%+33,89913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding635,344$54.8M-76,851Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC626,497$54M0.01%+105,40913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA497,728$42.9M0.01%-22,95213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC463,033$39.9M0.01%+35,41213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV445,083$38.4M0.06%-31,59213F-HRTimeline
Cambridge Investment Research Advisors,…431,027$37.2M0.1%+6,07013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC429,784$37.1M0.08%-90,59513F-HRTimelineGroup
Creative Planningin group Creative Planning392,916$33.9M0.02%+265,63613F-HRTimelineGroup
Amundiin group Amundi389,784$33.6M0.01%-22,91713F-HRTimelineGroup
Summit Financial, LLC371,659$32.1M0.47%+9,74913F-HRTimeline
Cetera Investment Advisers348,098$30M0.03%-16,33713F-HRTimeline
ALLIANCEBERNSTEIN L.P.319,012$27.5M0.01%+20,90213F-HRTimeline
Facet Wealth, Inc.300,240$26.7M0.47%+16,21713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC306,622$26.4M0.04%-16,87613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC281,552$24.3M0.03%-43,36113F-HRTimelineGroup
Vestcor Inc230,175$19.9M0.57%+188,48313F-HRTimeline
Armbruster Capital Management, Inc.219,293$18.9M3.18%+2,35513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management218,547$18.8M0.22%-20,13513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC190,982$16.5M0.04%+16,76613F-HRTimeline
Lester Murray Antman dba SimplyRich190,855$16.5M4.3%+75113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP182,103$15.7M0.01%+19,10913F-HRTimelineGroup
Portfolio Design Labs, LLC176,157$15.2M2.51%-10,26713F-HRTimeline
FLOW TRADERS U.S. LLC166,269$14.3M0.47%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.162,147$14M0.64%13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.158,208$13.6M0.02%-47,29413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC151,521$13.1M0.02%-5,68413F-HRTimelineGroup
Ledyard National Bank149,574$12.9M1.11%+39013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS147,409$12.7M0.02%-40,92113F-HRTimeline
ANDERSON HOAGLAND & CO146,417$12.6M1.09%-1,33913F-HRTimeline
Symmetry Partners, LLC133,347$11.5M0.68%+1,37113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP129,821$11.2M0.01%+2,94813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC127,374$11M0.38%-3,78013F-HRTimelineGroup
ProVise Management Group, LLC119,433$10.3M0.73%+8313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding116,664$10.1M-2,710Timeline
Magnus Financial Group LLC111,799$9.64M0.74%+49113F-HRTimeline
COMERICA BANK108,923$9.39M0.04%+1,60113F-HRTimeline
Geneos Wealth Management Inc.107,632$9.28M0.23%+2,79813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO105,877$9.13M<0.01%+4,25413F-HRTimelineGroup
CHOREO, LLC93,482$8.1M0.1%-1,63413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding92,812$8.01M-19,314Timeline
TRUSTMARK BANK TRUST DEPARTMENT90,021$7.76M0.49%+2,10813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,601$7.73M0.01%-6913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC88,169$7.6M0.45%+2,54013F-HRTimeline
Horizon Investments, LLC87,882$7.58M0.1%+2,30413F-HRTimeline
HighTower Advisors, LLC86,336$7.45M0.01%-5,20713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,858$7.41M0.01%+2,79513F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC85,432$7.37M0.77%-1,82313F-HRTimeline
Asset Management Group, Inc.84,390$7.28M1.18%+1,04613F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV82,260$7.15M6.63%13F-HRTimeline
Yeomans Consulting Group, Inc.82,525$7.12M2.09%+1,37313F-HRTimeline
Mission Creek Capital Partners, Inc.79,863$6.89M1.39%+6,96813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…78,276$6.8M0.01%-2,75213F-HRTimeline
Well Done, LLC78,246$6.75M1.01%-3,17113F-HRTimeline
Estate Counselors, LLC68,766$5.93M0.5%+1,70513F-HRTimeline
NewEdge Advisors, LLC68,661$5.92M0.02%+2,07813F-HRTimeline
Merit Financial Group, LLC68,559$5.91M0.05%-6,83213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA67,917$5.86M0.03%13F-HRTimelineGroup
ASPIRIANT, LLC65,678$5.66M0.16%-11,20313F-HRTimeline
Anchor Investment Management, LLC63,594$5.48M0.45%+2,79613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,719$5.41M<0.01%-17913F-HRTimelineGroup
Apella Capital, LLC62,238$5.37M0.11%-10,58813F-HRTimeline
Qube Research & Technologies Ltd60,982$5.26M0.01%+19,61013F-HRTimeline
World Investment Advisors59,391$5.12M0.08%+98913F-HR/ATimeline
Wealth Advisors of Iowa, LLC57,007$4.92M1.61%-251,72913F-HRTimeline
TCV Trust & Wealth Management, Inc.56,907$4.91M0.4%+1,20113F-HRTimeline
TUDOR INVESTMENT CORP ET AL53,582$4.62M0.03%-22,63013F-HRTimeline
CWM, LLCin group CWM, LLC53,568$4.62M0.01%+2,67613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…50,536$4.36M<0.01%-1,48613F-HRTimelineGroup
Strategic Blueprint, LLC49,667$4.28M0.25%+8,60213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49,097$4.24M0.01%+32,37613F-HRTimeline
RWA WEALTH PARTNERS, LLC48,913$4.22M0.05%-5,94013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,498$4.18M0.01%+6,83513F-HR/ATimelineGroup
Private Advisor Group, LLC45,808$3.95M0.02%+2,23013F-HRTimeline
Sequoia Financial Advisors, LLC44,454$3.83M0.02%-7,94313F-HRTimeline
MorganRosel Wealth Management, LLC43,472$3.75M0.94%+2,64613F-HRTimeline
Shore Point Advisors, LLC42,452$3.66M1.55%+9513F-HRTimeline
Advisory Services Network, LLC41,445$3.57M0.05%+1,55613F-HRTimeline
MAI Capital Management41,389$3.57M0.02%-8713F-HRTimeline
Mutual Advisors, LLC41,336$3.57M0.08%-22413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,161$3.55M0.02%-1,64113F-HRTimelineGroup
IMA Advisory Services, Inc.39,894$3.44M0.33%-8,12513F-HRTimeline
Samalin Investment Counsel, LLC39,627$3.42M1.21%+2,63613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,011$3.28M0.02%+91513F-HRTimelineGroup
Compass Financial Group, Inc. (Ohio)37,764$3.26M2.38%13F-HRTimeline
Corsicana & Co.37,374$3.22M1.81%-46013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37,355$3.22M0.09%-1,44313F-HR/ATimelineGroup
Rehmann Capital Advisory Group34,067$3.07M0.16%-1,91013F-HRTimeline
BridgePort Financial Solutions, LLC34,802$3M0.81%-64613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,448$2.97M+3,987Timeline
Physician Wealth Advisors, Inc.34,391$2.97M0.41%-1,53313F-HRTimeline
Integrated Wealth Concepts LLC34,304$2.96M0.04%-2,01613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,313$2.87M0.24%-86613F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.32,757$2.76M0.01%013F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.30,897$2.75M2.58%13F-HRTimeline
VAUGHAN & Co SECURITIES, INC.31,711$2.74M1.41%-57213F-HRTimeline
Brickley Wealth Management31,002$2.67M0.45%+1,16913F-HRTimeline
Prism Advisors, Inc.30,144$2.6M0.69%-28613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,090$2.6M0.08%013F-HRTimelineGroup
D.A. DAVIDSON & CO.28,567$2.46M0.02%-9,77813F-HRTimeline
MGO ONE SEVEN LLC28,557$2.46M0.05%+1,02213F-HRTimeline
IHT Wealth Management, LLC27,605$2.38M0.06%+1,15513F-HRTimeline
MATHER GROUP, LLC.27,126$2.34M0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,201$2.26M<0.01%+5,61513F-HRTimelineGroup
Arkadios Wealth Advisors26,029$2.25M0.04%+11,84313F-HRTimeline
SHUFRO ROSE & CO LLC25,507$2.2M0.15%+7,27713F-HRTimeline
J.W. COLE ADVISORS, INC.25,418$2.19M0.05%-40013F-HRTimeline
Ausdal Financial Partners, Inc.24,702$2.13M0.1%+44413F-HRTimeline
UMB Bank, n.a.24,023$2.07M0.03%-41313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
M Holdings Securities, Inc.23,587$2.03M0.15%new13F-HRTimeline
Fortune Financial Advisors, LLC23,384$2.02M1.36%+33713F-HRTimeline
Friedenthal Financial22,776$1.96M1.01%-3,99213F-HRTimeline
Klingman & Associates, LLC22,691$1.96M0.09%-45513F-HRTimeline
CGN Advisors LLC22,045$1.9M0.15%+1,26913F-HRTimeline
Elevation Capital Advisory, LLC22,021$1.9M0.78%new13F-HRTimeline
Steward Partners Investment Advisory, L…21,929$1.89M0.01%-16613F-HRTimeline
McNaughton Wealth Management, LLC21,796$1.88M0.77%+1513F-HRTimeline
Hershey Financial Advisers, LLC21,639$1.87M1.58%new13F-HRTimeline
RHS Financial, LLC21,597$1.86M0.91%-8,14813F-HRTimeline
&PARTNERS21,591$1.86M0.01%+3,73713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,446$1.85M<0.01%-60513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,330$1.84M0.04%+47313F-HRTimelineGroup
CVA Family Office, LLC20,881$1.8M0.21%+2613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,821$1.8M0.47%+14413F-HRTimeline
Berger Financial Group, Inc20,550$1.77M0.1%-1913F-HRTimeline
Beacon Pointe Advisors, LLC20,352$1.76M0.01%+1,26013F-HRTimeline
SageView Advisory Group, LLC20,112$1.73M0.06%+14213F-HRTimeline
Parallel Advisors, LLC19,754$1.7M0.03%-64713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,512$1.68M0.02%+7,82913F-HRTimelineGroup
Breakwater Capital Group19,403$1.67M0.23%+18913F-HRTimeline
Sanctuary Advisors, LLC18,909$1.63M0.01%-2,01813F-HRTimeline
Bell Investment Advisors, Inc18,031$1.56M0.25%-3913F-HRTimeline
Bellwether Advisors, LLC17,909$1.54M0.25%+78413F-HRTimeline
Betterment LLC17,889$1.54M<0.01%+2,65113F-HRTimeline
HBK Sorce Advisory LLC16,805$1.54M0.04%-58913F-HRTimeline
Bleakley Financial Group, LLC17,767$1.53M0.03%+7913F-HRTimeline
HB Wealth Management, LLC17,684$1.53M0.01%+32613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,490$1.51M0.02%+1,80013F-HRTimelineGroup
TPG Advisors LLC17,488$1.51M0.94%-68113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,300$1.49M0.31%+3,70513F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,269$1.49M0.34%013F-HRTimeline
Foster Victor Wealth Advisors, LLC16,196$1.42M0.08%-75413F-HRTimeline
Prime Capital Investment Advisors, LLC16,398$1.41M0.02%+2013F-HRTimeline
Janney Montgomery Scott LLC16,295$1.41M<0.01%+48113F-HRTimeline
Peterson Wealth Advisors, LLC16,210$1.4M0.19%-63713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,096$1.39M0.01%+9213F-HRTimelineGroup
Tacita Capital Inc15,759$1.36M0.79%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…15,686$1.35M0.39%-74313F-HRTimeline
Aznar Financial Advisors, LLC15,637$1.35M1.3%13F-HRTimeline
Foster Group, Inc.15,470$1.33M0.04%+9213F-HRTimeline
Carr Financial Group Corp15,134$1.31M0.35%+5,00613F-HRTimeline
Tempo Wealth, LLC15,067$1.3M0.23%13F-HRTimeline
Capital Advisors, Ltd. LLC14,859$1.28M0.14%+34813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC14,604$1.26M0.16%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,602$1.26M0.02%-57813F-HRTimelineGroup
IBEX WEALTH ADVISORS14,338$1.24M0.12%+91413F-HRTimeline
TSG Advice Partners, LLC14,143$1.22M0.19%13F-HRTimeline
Compound Planning, Inc.14,141$1.22M0.04%+1713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,970$1.2M0.01%+71413F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC13,790$1.19M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP13,571$1.17M<0.01%+72113F-HRTimeline
Waldron Private Wealth LLC13,386$1.15M0.05%013F-HRTimeline
Allworth Financial LP13,120$1.13M<0.01%-7713F-HRTimeline
Perigon Wealth Management, LLC13,050$1.13M0.02%+1,67213F-HRTimeline
Round Rock Advisors LLC12,946$1.12M0.17%-23813F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,826$1.11M0.02%+52913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,651$1.07M<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC12,400$1.07M<0.01%+1,20013F-HRTimeline
Global Retirement Partners, LLC12,384$1.07M0.02%+2,81813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,357$1.07M<0.01%+1,84813F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,177$1.05M0.01%-63913F-HRTimeline
Baker Ellis Asset Management LLC12,150$1.05M0.13%013F-HRTimeline
PCA Investment Advisory Services Inc.12,134$1.05M0.37%-1,64613F-HRTimeline
MONECO ADVISORS, LLC11,923$1.03M0.08%+39013F-HRTimeline
FOSTER & MOTLEY INC11,575$998K0.05%-54313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,521$994K0.02%+55213F-HRTimeline
Shira Ridge Wealth Management11,392$983K0.39%-30813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,215$967K+4,006Timeline
Versant Capital Management, Inc10,982$947K0.12%+14813F-HRTimeline
CFG Wealth Management Services, Inc.10,973$946K0.86%13F-HRTimeline
INVESTMENT PARTNERS, LTD.10,969$946K0.33%+2313F-HRTimeline
Gateway Wealth Partners, LLC10,908$941K0.1%-2,34213F-HRTimeline
Clark Asset Management, LLC10,799$931K0.1%013F-HRTimeline
SWEENEY & MICHEL, LLC9,843$921K0.27%+38113F-HRTimeline
CFS Investment Advisory Services, LLC10,607$915K0.07%-39413F-HRTimeline
Composition Wealth, LLC10,569$912K0.01%-9513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…10,556$910K0.32%-1,55513F-HRTimeline
Prospera Financial Services Inc10,542$909K0.01%+54013F-HRTimeline
Focus Financial Network, Inc.10,421$899K0.03%-6613F-HRTimeline