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Disclosery

EFG ISHARES TR

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ETF (fund)

1,043 managers (1,057 13F filers) reported a position in EFG shares at 2026-06-30, 121,017,052 shares in all. 92 filers opened a position and 51 filers sold out during the quarter.

Managers
1,043
13F filers
1,057
New
92
Added
477
Reduced
291
Sold out
51
Shares held by filers
121,017,052

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,502,723$3.17B+1,262,958Timeline
LPL Financial LLC8,635,516$1.07B0.24%+728,87213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,350,855$666M0.04%+589,55013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,274,307$656M0.04%+565,76913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,373,043$533M0.21%+73,14513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD3,773,931$470M0.71%+1,465,06313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,461,739$426M0.02%+28,64513F-HRTimelineGroup
Cetera Investment Advisers2,355,345$293M0.27%+147,13913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,125,557$264M1.65%+76,68313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,941,127$242M0.49%+399,81313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,591,608$198M0.03%+119,24513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,557,647$194M0.21%+252,75513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,508,102$188M0.04%+415,43813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,242,056$155M0.08%+18713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,229,313$153M0.03%-34,08213F-HRTimelineGroup
Janney Montgomery Scott LLC1,204,921$150M0.29%+63,92313F-HRTimeline
NewEdge Advisors, LLC1,081,097$135M0.4%+418,81613F-HRTimeline
UBS Group AGgroup of 2 filers holding1,080,489$134M+76,040Timeline
Sanctuary Advisors, LLC1,017,830$127M0.59%+162,02413F-HRTimeline
FMR LLCin group FMR LLC1,015,901$126M0.01%+25,81913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,001,838$125M0.02%+349,17713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…847,247$105M0.06%+25,93913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP762,510$94.9M0.11%-1,16913F-HRTimelineGroup
JB Capital LLC744,687$92.7M3.21%+45,29213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC645,420$80.3M0.02%+25,73113F-HRTimelineGroup
Foundations Investment Advisors, LLC624,359$77.7M0.8%+389,27913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding603,623$75.1M-18,573Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.598,592$74.6M0.09%+78,78713F-HRTimelineGroup
Beacon Pointe Advisors, LLC592,307$73.7M0.34%+26,34013F-HRTimeline
Quent Capital, LLC591,861$73.6M4.52%+24,66313F-HRTimeline
AE Wealth Management LLC579,510$72.1M0.34%+89,11813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP576,901$71.8M0.06%+45,98613F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding570,143$70.9M+5,871Timeline
Merit Financial Group, LLC551,289$68.6M0.43%+299,54713F-HR/ATimeline
FAS Wealth Partners, Inc.530,741$66M3.44%+66,55213F-HRTimeline
Pacific Life Fund Advisors LLC529,971$65.9M7.25%+413,57113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…530,721$65.9M0.36%+40,23813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp518,930$64.6M0.19%-29,75713F-HRTimelineGroup
Savvy Advisors, Inc.507,288$63.1M1.35%+42,98813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC494,601$61.5M0.08%+97,28713F-HRTimeline
OneDigital Investment Advisors LLC486,226$60.5M0.51%+308,60813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.481,433$59.9M<0.01%+106,83113F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…479,599$59.7M5.06%-6,65713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding475,187$59.1M+15,812Timeline
TIAAgroup of 4 filers holding461,293$57.4M-50,455Timeline
Baker Avenue Asset Management, LP461,078$57.4M1.09%+6,72513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers460,931$57.3M0.06%-110,12913F-HRTimelineGroup
Integrated Wealth Concepts LLC457,612$56.9M0.28%+268,33613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA438,695$54.6M0.01%-193,99413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC432,150$53.8M0.4%-8,44613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS407,560$50.7M0.08%+17,12013F-HRTimeline
SOFI WEALTH, LLC398,975$49.6M2%+20,24613F-HRTimeline
Caisse de depot et placement du Quebec389,670$48.5M0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC386,872$48.1M0.06%+9,97113F-HRTimelineGroup
BOKF, NAin group BOKF, NA363,310$45.2M0.62%+15,12613F-HRTimelineGroup
Octavia Wealth Advisors, LLC342,462$42.6M3.68%+13,20513F-HRTimeline
Mariner, LLCin group Mariner, LLC338,079$42.1M0.04%-38,39513F-HRTimelineGroup
Atria Investments, Inc317,327$39.5M0.4%+30,73513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC315,793$39.3M0.11%+100,44213F-HRTimelineGroup
Cambridge Investment Research Advisors,…303,983$37.8M0.08%+18,45313F-HR/ATimeline
Icon Wealth Advisors, LLC301,262$37.5M2.26%+10,70813F-HRTimeline
Marks Group Wealth Management, Inc296,920$36.9M3.22%+136,63513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.291,924$36.3M2.41%+55013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…290,790$36.1M0.06%+62,41913F-HRTimelineGroup
Meridian Wealth Partners, LLC288,300$35.9M4.34%+9,59413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC283,198$35.2M<0.01%+9,46313F-HRTimelineGroup
HighTower Advisors, LLC279,070$34.7M0.03%+11,52113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.273,478$34M0.67%+64,25413F-HRTimelineGroup
UMB Bank, n.a.271,262$33.8M0.43%-10,66113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC266,739$33.2M0.36%-1,88113F-HRTimeline
Cresset Asset Management, LLC229,783$28.6M0.1%+4,53413F-HRTimeline
INTEGRITY ALLIANCE, LLC.220,612$27.4M0.86%+113,24513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC219,957$27.4M5.64%+4,28513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/205,856$25.6M0.01%-20,19613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…196,815$24.1M0.04%+20,39313F-HRTimeline
Orion Porfolio Solutions, LLC190,756$23.7M0.18%+10,29113F-HRTimeline
Empirical Financial Services, LLC d.b.a…189,907$23.6M0.35%+17,79113F-HRTimeline
Cassaday & Co Wealth Management LLC189,207$23.5M0.44%-4,98413F-HRTimeline
Creative Planningin group Creative Planning186,442$23.2M0.01%+1,96913F-HRTimelineGroup
RTD Financial Advisors, Inc.182,339$22.7M2.47%-4,79113F-HRTimeline
IHT Wealth Management, LLC181,968$22.6M0.48%+37,97313F-HRTimeline
Affinity Capital Advisors, LLC177,115$22.2M2.74%+18,97713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.176,017$21.9M0.03%-4,54313F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC175,283$21.8M0.85%+1,40013F-HRTimeline
Seneca Financial Advisors LLC174,129$21.7M5.63%+11,34513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC170,348$21.2M0.15%+10,72513F-HRTimeline
Vise Technologies, Inc.168,077$20.9M0.24%+140,59513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding174,594$20.9M+99,607Timeline
Stone House Investment Management, LLC166,577$20.7M2.76%+7,48113F-HRTimeline
MGO ONE SEVEN LLC164,278$20.4M0.34%+36,40713F-HRTimeline
Farther Finance Advisors, LLC163,530$20.3M0.16%+16,99713F-HRTimeline
Cerro Pacific Wealth Advisors LLC159,531$19.8M4.49%+14,09713F-HRTimeline
IFP Advisors, Inc159,304$19.8M0.36%+48,08713F-HRTimeline
EP Wealth Advisors, LLC157,567$19.6M0.07%-9,89613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…157,105$19.5M4.4%+10,76613F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA156,117$19.2M0.54%-8,36613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV154,012$19.2M0.02%+11,74313F-HR/ATimeline
Robinswood Financial LLC153,573$19.1M5.48%+5,09213F-HRTimeline
SteelPeak Wealth, LLC145,063$18M0.47%+7,84913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK141,784$17.6M0.08%+57,95213F-HRTimelineGroup
Waverly Advisors, LLC133,691$16.6M0.1%+8,39713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding132,742$16.5M+3,390Timeline
Sharkey, Howes & Javer130,370$16.2M1.96%-4,45913F-HRTimeline
RWA WEALTH PARTNERS, LLC125,564$15.6M0.15%+1,02513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …125,134$15.6M0.11%+2,46613F-HRTimelineGroup
Bedel Financial Consulting, Inc.124,600$15.5M1.49%+1,20013F-HRTimeline
Kingdom Financial Group LLC.122,315$15.2M3.89%+4,61313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/121,816$15.2M1.26%+7,70013F-HRTimeline
PAX Financial Group, LLC117,818$14.7M2.18%+7,39613F-HRTimeline
&PARTNERS115,088$14.6M0.06%-26,64513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP116,161$14.5M0.02%-193,72913F-HR/ATimelineGroup
GREENLEAF TRUST113,777$14.2M0.14%-2,02213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC111,678$13.9M0.02%-2,86713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC111,344$13.9M0.29%+22,85113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC110,007$13.7M0.01%+26,65313F-HRTimelineGroup
Strategic Blueprint, LLC109,323$13.6M0.68%+26,84713F-HRTimeline
Keystone Financial Services108,877$13.5M3.49%+2,89713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.108,453$13.5M0.08%+8,10413F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.106,726$13.3M0.49%+12,67313F-HRTimelineGroup
COURIER CAPITAL LLC106,262$13.2M0.66%+8,60513F-HRTimeline
Dynasty Wealth Management, LLC106,161$13.2M0.1%-75313F-HRTimeline
Prosperity Consulting Group, LLC105,307$13.1M0.5%+10,27013F-HRTimeline
REGIMEN WEALTH, LLC104,650$13M3.51%+2,18013F-HRTimeline
WEALTH ALLIANCE, LLC103,742$12.9M1.08%+2,59113F-HRTimeline
Trek Financial, LLC103,571$12.9M0.64%+1,17713F-HRTimeline
Steward Partners Investment Advisory, L…102,391$12.7M0.07%+3,71713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management101,002$12.6M0.13%+13,24213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…100,969$12.6M0.11%+13,39413F-HRTimelineGroup
Key Financial Inc100,190$12.5M2.04%+10,21013F-HRTimeline
FINANCIAL LIFE ADVISORS99,828$12.4M3.53%+17,65213F-HRTimeline
Checchi Capital Advisers, LLC98,550$12.3M0.78%+3,99113F-HRTimeline
Avior Wealth Management, LLC97,585$12.1M0.32%+4,86113F-HRTimeline
NorthRock Partners, LLC97,203$12.1M0.18%-58,43713F-HRTimeline
SWMG, LLC99,544$12.1M2.85%+15,26013F-HRTimeline
Aventus Investment Advisors, Inc.96,865$12.1M8.83%-20,71313F-HRTimeline
MA Private Wealth96,267$12M1.78%-13,35913F-HRTimeline
LifeWealth Investments, LLC94,973$11.8M3.16%+66313F-HRTimeline
Modern Wealth Management, LLC94,950$11.8M0.14%+16,33313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC93,224$11.6M3.27%+15,69813F-HRTimeline
Belpointe Asset Management LLC91,965$11.4M0.37%+3,21413F-HRTimeline
Fortis Capital Advisors, LLC91,965$11.4M1.29%+3,21413F-HRTimeline
Regal Investment Advisors LLC89,583$11.1M0.58%+7,41113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC88,775$11M2.97%+6,66113F-HRTimeline
Legacy Financial Group LLC87,986$10.9M1.23%+7,90613F-HRTimeline
Lineweaver Wealth Advisors, LLC87,532$10.9M1.29%new13F-HRTimeline
Simplicity Wealth,LLC86,566$10.8M0.36%+6,93613F-HRTimeline
West Wealth Group, LLC86,072$10.7M1.75%+59,97513F-HRTimeline
Cypress Wealth Services, LLC85,176$10.6M1.3%+27,09413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources84,951$10.6M<0.01%+4,27313F-HRTimelineGroup
Eagle Strategies LLC83,534$10.4M1.03%+3,12613F-HRTimeline
Cardinal Strategic Wealth Guidance82,980$10.3M2.34%-23,70213F-HRTimeline
Global Retirement Partners, LLC82,688$10.3M0.16%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC80,735$10M0.07%-8613F-HRTimeline
BLAIR WILLIAM & CO/IL79,949$9.95M0.03%+5613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding79,348$9.87M+5,864Timeline
Rothschild Wealth LLC78,834$9.81M0.78%+75,41113F-HRTimeline
World Investment Advisors81,813$9.77M0.16%-6413F-HRTimeline
Keebeck Wealth Management78,081$9.71M0.95%-12,98813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC76,750$9.55M3.58%-3,26013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC76,020$9.46M0.03%-135,40713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC75,436$9.39M0.11%+28,06413F-HRTimelineGroup
Cranbrook Wealth Management, LLC73,273$9.12M1.71%-2,57413F-HRTimeline
Ocean Park Asset Management, LLC72,975$9.08M0.44%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.72,876$9.07M0.86%+3,01513F-HRTimeline
Invst, LLC69,181$8.61M0.84%+4,96213F-HRTimeline
EQ LLC69,029$8.59M2.11%+5,44613F-HRTimeline
VestGen Advisors, LLC68,340$8.5M0.25%+2,92313F-HRTimeline
Advisory Services Network, LLC68,238$8.49M0.1%+6,08213F-HRTimeline
J.W. COLE ADVISORS, INC.66,286$8.25M0.14%new13F-HRTimeline
Blue Trust, Inc.65,912$8.2M0.09%-4,79113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC65,543$8.15M0.15%+2,12613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC65,325$8.13M0.7%-3,02513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC65,297$8.12M0.19%+17,14913F-HRTimelineGroup
Procyon Advisors, LLC64,594$8.04M0.35%-4,54013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,488$8.02M0.01%-127,59113F-HRTimelineGroup
Kilter Group LLC64,295$8M2.9%+5,52413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,758$7.93M<0.01%-1,13913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC63,066$7.85M0.12%-32713F-HRTimeline
Bay Harbor Wealth Management, LLC62,474$7.77M1.79%+1,78413F-HRTimeline
WealthShield Partners, LLC61,094$7.6M1.16%-24113F-HRTimeline
Arete Wealth Advisors, LLC60,581$7.54M0.5%-32613F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,456$7.4M0.01%+2,60913F-HRTimelineGroup
Jasper Ridge Partners, L.P.59,403$7.39M0.16%013F-HR/ATimeline
Hoxton Planning & Management, LLC58,659$7.3M1.9%+2,62113F-HRTimeline
BEAM WEALTH ADVISORS, INC.57,357$7.14M1.57%-16613F-HR/ATimeline
NORRIS PERNE & FRENCH LLP/MI56,858$7.07M0.3%+89713F-HRTimeline
White Pine Investment CO56,823$7.07M1.51%+36313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA56,385$7.02M0.03%-3,38113F-HRTimelineGroup
Arkadios Wealth Advisors56,090$6.98M0.11%+32,52813F-HRTimeline
Arax Advisory Partners55,576$6.91M0.05%+52,33113F-HRTimeline
Nicholas Hoffman & Company, LLC.55,513$6.91M0.15%-38213F-HRTimeline
Sovran Advisors, LLC57,851$6.9M0.51%+5,75113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC55,301$6.88M0.99%+52613F-HRTimeline
Addison Capital Co54,937$6.84M1.12%+2,27413F-HRTimeline
Perigon Wealth Management, LLC54,750$6.81M0.11%+22,80113F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC54,617$6.8M0.13%-5,22713F-HRTimelineGroup
Wealthquest Corp54,520$6.78M0.43%-7,14413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC53,159$6.61M1.5%+8,73013F-HRTimeline
NewEdge Wealth, LLC53,151$6.61M0.07%-1,77613F-HRTimeline
LiftPoint Family Wealth Advisors LLC52,990$6.59M4.47%+2,90713F-HRTimeline