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Disclosery

EFAV ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 43 13F filers report a position in EFAV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,511$5.89M0.01%+3,28413F-HRTimeline
Apella Capital, LLC49,633$4.5M0.06%-2,58213F-HRTimeline
Prism Advisors, Inc.30,195$2.76M0.69%-11913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,501$2.14M0.04%+41813F-HRTimelineGroup
McNaughton Wealth Management, LLC20,079$1.83M0.64%-42713F-HRTimeline
Harpswell Capital Advisors, LLC19,856$1.81M1.19%new13F-HRTimeline
Breakwater Capital Group18,880$1.72M0.2%-17313F-HRTimeline
SAX WEALTH ADVISORS, LLC17,297$1.58M0.04%+2,78113F-HRTimeline
Peterson Wealth Advisors, LLC16,039$1.46M0.17%-4113F-HRTimeline
Versant Capital Management, Inc11,194$1.02M0.09%013F-HRTimeline
Shira Ridge Wealth Management11,064$1.01M0.35%-4713F-HRTimeline
Lexington Hill Partners, LLC9,820$895K0.39%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,668$881K0.06%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,022$822K0.01%-5913F-HRTimeline
Farther Finance Advisors, LLC8,408$766K0.01%+11313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,744$706K0.08%013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,188$651K0.44%-5913F-HRTimeline
1900 WEALTH MANAGEMENT LLC7,018$639K0.03%013F-HRTimeline
Fragasso Financial Advisors Inc5,896$540K0.03%+6313F-HRTimeline
Sage Capital Advisors,llc4,194$382K0.08%013F-HRTimeline
Insight Wealth Strategies, LLC4,180$381K0.04%013F-HRTimeline
Syntegra Private Wealth Group, LLC4,007$365K0.03%013F-HRTimeline
Centurion Wealth Management LLC3,781$345K0.08%013F-HRTimeline
Veery Capital, LLC3,460$315K0.08%+2213F-HRTimeline
Wedmont Private Capital3,152$288K0.01%013F-HRTimeline
First Citizens Financial Corp3,143$286K0.12%013F-HRTimeline
Invariant Investment Management2,921$266K0.15%-5513F-HRTimeline
Apeiron RIA LLC2,822$255K0.06%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,574$235K0.02%013F-HRTimeline
Balefire, LLC2,543$232K0.04%new13F-HRTimeline
Oak Asset Management, LLC2,313$211K0.07%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,004$91.5K0.01%013F-HRTimeline
Noble Wealth Management PBC841$76.6K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC614$55.9K0.02%013F-HRTimeline
Bullock Wealth Management Group414$37.5K0.02%013F-HRTimeline
CoreCap Advisors, LLC411$37.5K<0.01%-9113F-HRTimeline
Wealth Enhancement Trust Services, Inc.319$29.1K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA188$17.1K0.01%013F-HRTimeline
GAMMA Investing LLC121$11K<0.01%-213F-HRTimeline
CX Institutional77$7K<0.01%-35713F-HRTimeline
Rosenberg Matthew Hamilton53$4.83K<0.01%013F-HRTimeline
Grove Bank & Trust51$4.65K<0.01%new13F-HRTimeline
EASTERN BANK14$1.28K<0.01%013F-HRTimeline