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Disclosery

EFG ISHARES TR

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ETF (fund)

1,049 managers (1,063 13F filers) reported a position in EFG shares at 2026-06-30, 121,021,487 shares in all. 93 filers opened a position and 51 filers sold out during the quarter.

Managers
1,049
13F filers
1,063
New
93
Added
479
Reduced
292
Sold out
51
Shares held by filers
121,021,487

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
LiftPoint Family Wealth Advisors LLC52,990$6.59M4.47%+2,90713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC57,920$6.45M0.81%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC51,761$6.44M2.63%+69613F-HRTimeline
Sterling Capital Management LLC51,023$6.35M0.11%-4,02313F-HRTimeline
Revolve Wealth Partners, LLC50,284$6.26M0.65%-97913F-HRTimeline
Gateway Wealth Partners, LLC49,853$6.2M0.37%-34,65313F-HRTimeline
B. Riley Wealth Advisors, Inc.50,133$6.18M0.34%+59613F-HRTimeline
Snowden Capital Advisors LLC49,531$6.16M0.15%+36,42613F-HRTimeline
CFS Investment Advisory Services, LLC49,733$6.15M0.41%-3,45113F-HRTimeline
1900 WEALTH MANAGEMENT LLC49,264$6.13M0.34%+25913F-HRTimeline
ONE Advisory Partners, LLC49,230$6.13M1.67%+28,55613F-HRTimeline
Advyzon Investment Management, LLC49,174$6.12M0.44%-13,14213F-HRTimeline
Montgomery Financial Services LLC49,158$6.12M5.32%13F-HRTimeline
WCG Wealth Advisors LLC48,789$6.07M0.14%new13F-HRTimeline
CoreCap Advisors, LLC48,629$6.05M0.18%-1,71413F-HRTimeline
Kathmere Capital Management, LLC48,377$6.02M0.32%-1,04413F-HRTimeline
SigFig Wealth Management, LLC48,755$6.01M0.16%+2,36813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC48,015$5.97M1.7%+9,99413F-HRTimeline
Key Capital Management, INC47,811$5.95M3.06%+9,78113F-HRTimeline
BRIGHTON JONES LLC47,348$5.89M0.11%-6,28613F-HRTimeline
Valmark Advisers, Inc.46,612$5.8M0.06%+47813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS46,432$5.78M0.59%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC45,808$5.7M1.62%new13F-HRTimeline
Lansing Street Advisors44,305$5.51M1.17%+26,52513F-HRTimeline
Quantinno Capital Management LP43,565$5.42M0.01%+5,65213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC43,441$5.4M0.22%+75013F-HRTimeline
JABODON PT CO43,405$5.4M0.53%+31,75013F-HRTimeline
CENTRAL TRUST Co42,759$5.32M0.1%-64813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.42,403$5.28M1.28%+3,21213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,367$5.27M0.06%+15,88313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …42,367$5.27M0.06%+22,68413F-HRTimelineGroup
TSA Wealth Managment LLC42,253$5.26M1.49%+19,61113F-HRTimeline
Dorsey & Whitney Trust CO LLC42,199$5.25M0.26%013F-HRTimeline
Founders Financial Alliance, LLC42,169$5.25M0.7%+40,63813F-HRTimeline
CONDOR CAPITAL MANAGEMENT42,102$5.24M0.39%-27213F-HRTimeline
MAI Capital Management41,896$5.21M0.02%+35,14413F-HRTimeline
SOA Wealth Advisors, LLC.41,493$5.16M0.87%-67313F-HRTimeline
Breakwater Capital Group41,485$5.16M0.62%-19513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC41,480$5.16M1.24%+1,16113F-HRTimeline
Parkside Financial Bank & Trust41,437$5.16M0.35%+3,20613F-HRTimeline
First Pacific Financial41,371$5.15M0.61%-10713F-HRTimeline
Aptus Capital Advisors, LLC41,278$5.14M0.04%+4,20913F-HRTimeline
BOK Financial Private Wealth, Inc.41,080$5.11M0.26%-2,41513F-HRTimeline
DIVERSIFIED MANAGEMENT INC41,079$5.11M1.09%+63113F-HRTimeline
Hofer & Associates. Inc41,079$5.11M2.47%+1,37513F-HRTimeline
BridgePort Financial Solutions, LLC40,851$5.08M1.29%+24,64113F-HRTimeline
Meramec Financial Planners, LLC42,415$5.08M1.85%+2,71613F-HRTimeline
CORE WEALTH ADVISORS, LLC40,528$5.04M3.72%-2,71913F-HRTimeline
Dominguez Wealth Management Solutions, …40,504$5.04M2.78%+17113F-HRTimeline
Sterling Financial Planning, Inc.39,975$4.97M1.35%-71913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.44,368$4.94M2.81%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS39,371$4.9M0.69%new13F-HRTimeline
Harbor Group, Inc.39,349$4.9M0.58%+44713F-HRTimeline
One Wealth Advisors, LLC39,308$4.89M0.54%+63813F-HRTimeline
KICKSTAND VENTURES, LLC.39,224$4.88M0.89%+40713F-HRTimeline
McNaughton Wealth Management, LLC38,923$4.84M1.72%+7,60813F-HRTimeline
STOCK YARDS BANK & TRUST CO38,184$4.75M0.14%-67713F-HR/ATimeline
Polaris Investment Advisors, LLC38,006$4.73M3.03%+17,82113F-HRTimeline
Csenge Advisory Group37,677$4.69M0.19%+3,68013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,310$4.64M0.18%+2,62413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co37,300$4.64M0.05%-1,17613F-HRTimelineGroup
Sagace Wealth Management LLC37,046$4.61M2.91%+76913F-HRTimeline
Yukon Wealth Management, Inc.36,705$4.57M1.31%+1,89713F-HRTimeline
AMG National Trust Bank36,512$4.54M0.09%-36113F-HRTimeline
LANARK FINANCIAL, INC.36,207$4.5M0.31%-1,17213F-HRTimeline
Integrity Advisory Solutions, LLC36,097$4.49M0.46%+12,41913F-HRTimeline
Geneos Wealth Management Inc.35,955$4.47M0.09%+11513F-HRTimeline
Omega Financial Group, LLC35,014$4.36M1.33%-18113F-HRTimeline
Cornerstone Planning Group LLC35,881$4.33M0.55%+4,87213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS34,517$4.29M0.15%+3,25713F-HRTimelineGroup
Shared Vision Wealth Group LLC34,468$4.29M1.47%+68713F-HRTimeline
Vestmark Advisory Solutions, Inc.34,405$4.28M0.04%+13,53213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC33,973$4.23M0.01%+4,87713F-HRTimelineGroup
Lantz Financial LLC33,603$4.18M0.77%+6,21913F-HRTimeline
Wealthspire Retirement, LLC33,309$4.14M0.23%-2,99713F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department32,969$4.1M1.85%-72313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC32,906$4.09M0.12%-1,93113F-HRTimelineGroup
W ADVISORS, LLC32,280$4.02M1.83%-29613F-HRTimeline
Retirement Wealth Solutions LLC32,023$3.98M2.2%+2,68313F-HRTimeline
Smartleaf Asset Management LLC32,098$3.95M0.13%013F-HRTimeline
Able Wealth Management LLC30,805$3.83M0.88%+16,78213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30,588$3.81M0.01%+3,04313F-HRTimelineGroup
Apeiron RIA LLC30,454$3.79M0.97%+21,19013F-HRTimeline
Quotient Wealth Partners, LLC30,393$3.78M0.09%-1,30313F-HRTimeline
Patten Group, Inc.30,330$3.77M0.59%-1,26813F-HRTimeline
McKinley Carter Wealth Services, Inc.29,888$3.72M0.19%-1,12213F-HRTimeline
ShoreHaven Wealth Partners, LLC29,862$3.72M1.17%+513F-HRTimeline
Empire Life Investments Inc.29,833$3.71M0.21%+10,20013F-HRTimeline
Forthright Family Wealth Advisory LLC29,574$3.68M2.08%-14,01713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC29,548$3.68M0.92%+6,89013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.29,333$3.65M0.12%+12113F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB29,207$3.63M0.22%+2,81713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,185$3.63M0.08%-2,76413F-HRTimelineGroup
Compound Planning, Inc.28,970$3.6M0.09%+7,48013F-HRTimeline
Private Advisor Group, LLC28,849$3.59M0.02%-41,49813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…28,633$3.56M0.9%+2,50013F-HRTimeline
Disciplined Investments, LLC28,603$3.56M1.15%+15613F-HR/ATimeline
Jacksonville Wealth Management, LLC28,492$3.54M2.01%+2,99813F-HRTimeline
Timmons Wealth Management, LLC28,180$3.51M2.56%+1,21813F-HRTimeline
Westfuller Advisors, LLC28,159$3.5M1.28%+24,86713F-HRTimeline
MMA ASSET MANAGEMENT LLC28,104$3.5M1.11%+2,54613F-HRTimeline
Shum Financial Group, Inc.27,393$3.41M2.05%+3,48913F-HRTimeline
Wealthspire Advisors, LLC26,909$3.35M0.02%+48113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.26,672$3.32M1.95%+6,90813F-HRTimeline
NAVELLIER & ASSOCIATES INC26,633$3.31M0.26%013F-HRTimeline
TRUST POINT INC.26,570$3.31M0.28%+3,79313F-HRTimeline
Van Hulzen Asset Management, LLC26,408$3.29M0.23%+2,59513F-HRTimeline
Maia Wealth LLC26,025$3.24M0.48%-3,05513F-HRTimeline
BlackDiamond Wealth Management, LLC25,493$3.21M1.3%+2,55513F-HRTimeline
Portfolio Resources Advisor Group, Inc.25,552$3.18M2.69%+77913F-HRTimeline
JNBA Financial Advisors25,502$3.17M0.24%-39013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,091$3.12M<0.01%-13413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,917$3.1M<0.01%+2,71213F-HRTimelineGroup
Carnegie Investment Counsel24,786$3.08M0.06%-29113F-HRTimeline
Golden State Wealth Management, LLC24,731$3.08M0.28%+17,93813F-HRTimeline
Auxano Advisors, LLC24,547$3.05M0.58%+1,91513F-HRTimeline
Advus Financial Partners, LLC24,469$3.04M0.87%+1,70113F-HR/ATimeline
Financial Engines Advisors L.L.C.23,877$2.97M0.01%+55813F-HRTimeline
Ifrah Financial Services, Inc.23,777$2.96M0.72%-54813F-HRTimeline
Focus Financial Network, Inc.23,728$2.95M0.09%+6,40213F-HRTimeline
Bluespring Wealth Management, LLC23,715$2.95M0.06%new13F-HRTimeline
Affiance Financial, LLC23,689$2.95M0.42%-29113F-HRTimeline
Mendel Capital Management LLC23,618$2.94M1.32%+89513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC23,452$2.92M1.32%-8013F-HRTimeline
Composition Wealth, LLC23,366$2.91M0.03%+5,07813F-HRTimeline
Cornerstone Financial Management LLC23,001$2.86M2.3%+1,13113F-HR/ATimeline
Summit Financial, LLC22,609$2.81M0.03%+69413F-HRTimeline
Mutual Advisors, LLC22,497$2.8M0.05%-2,41213F-HRTimeline
RFG Advisory, LLC22,328$2.78M0.04%-7,70713F-HRTimeline
Stone Summit Wealth LLC22,193$2.76M0.7%+1,03613F-HRTimeline
InvesTrust22,155$2.76M1.06%-10813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,010$2.74M0.26%-1713F-HRTimeline
ZENITH SOLUTIONS, INC.21,968$2.73M2.48%13F-HRTimeline
Davis Wealth Advisors, LLC21,933$2.73M2.11%-24813F-HRTimeline
D.A. DAVIDSON & CO.21,885$2.72M0.02%-1,55713F-HRTimeline
FIRST HORIZON CORP21,862$2.72M0.1%+7,73713F-HRTimeline
Foundation Wealth Management, LLC21,738$2.71M1.6%-1,32513F-HRTimeline
Clear Creek Financial Management, LLC21,729$2.7M0.17%+1,21713F-HRTimeline
SMART Wealth LLC21,547$2.68M0.58%+11,69413F-HRTimeline
Beacon Capital Management, LLC21,340$2.66M0.39%new13F-HRTimeline
LifePlan Investment Advisors, Inc.20,936$2.6M0.9%+1,27913F-HRTimeline
BLALOCK WILLIAMS, LLC20,644$2.57M1.67%+1,85013F-HRTimeline
Washington Trust Bank20,465$2.55M0.18%-6,19313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avestar Capital, LLC20,402$2.54M0.15%-39113F-HRTimeline
Barden Capital Management, Inc.19,828$2.47M2.28%-3,83413F-HRTimeline
Commonwealth Retirement Investments LLC19,734$2.46M0.67%+1,76213F-HRTimeline
Gen-Wealth Partners Inc19,588$2.44M0.68%+1,92813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC19,572$2.44M0.66%+11,84413F-HRTimeline
Stonebrook Private Inc.19,466$2.42M0.44%-11113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,377$2.41M0.04%+20213F-HRTimelineGroup
VANCE WEALTH, LLC19,362$2.41M0.54%-1,25013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding19,287$2.4M-12,295Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,242$2.39M0.34%-61513F-HRTimeline
Cannon Financial Strategists, Inc.18,940$2.36M0.27%-14713F-HRTimeline
Kingsview Wealth Management, LLC18,816$2.34M0.03%+4,11213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,803$2.34M0.04%-3,32713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,666$2.32M0.07%-24513F-HRTimelineGroup
Midwest Capital Advisors, LLC18,487$2.3M0.93%-14,97113F-HRTimeline
Scissortail Wealth Management, LLC18,439$2.29M0.44%new13F-HRTimeline
Faithward Advisors, LLC18,260$2.27M0.28%+10,41513F-HRTimeline
Penobscot Investment Management Company…18,252$2.27M0.16%013F-HRTimeline
Clayton Financial Group LLC18,122$2.25M1.25%-47313F-HRTimeline
Keel Point, LLC18,078$2.25M0.13%+55613F-HRTimeline
BCU Wealth Advisors, LLC17,889$2.23M0.74%+92613F-HRTimeline
Visionary Wealth Advisors17,807$2.22M0.09%+9713F-HRTimeline
OBSIDIAN CIO, LLC17,588$2.19M1.63%-58213F-HRTimeline
Keystone Wealth Services, LLC17,540$2.18M0.41%+55313F-HRTimeline
Clark Capital Management Group, Inc.17,447$2.17M0.01%new13F-HRTimeline
MKD WEALTH COACHES, LLC17,416$2.17M1.85%-1813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC17,347$2.16M0.7%+7,16313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,275$2.15M0.46%+7113F-HRTimeline
One Capital Management, LLC19,109$2.13M0.06%013F-HRTimeline
Patton Albertson Miller Group, LLC17,075$2.12M0.21%-2,51513F-HRTimeline
Private Wealth Asset Management, LLC17,002$2.12M0.2%+23813F-HRTimeline
Unify Financial Advisors16,951$2.11M1.95%+6,74713F-HRTimeline
Tanglewood Wealth Management, Inc.16,818$2.09M0.18%-2,06513F-HRTimeline
ARK & TLK INVESTMENTS, LLC16,795$2.09M0.52%-69513F-HRTimeline
IEQ CAPITAL, LLC16,784$2.09M0.01%+6,79513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,757$2.08M0.04%-53,70213F-HRTimelineGroup
Sequoia Financial Advisors, LLC16,698$2.08M0.01%+1,12313F-HRTimeline
Allegheny Financial Group16,682$2.08M0.22%-50613F-HRTimeline
Wescott Financial Advisory Group, LLC16,581$2.06M0.16%+1,81513F-HRTimeline
Landing Point Financial Group, LLC16,548$2.06M0.7%new13F-HRTimeline
Advisory Solutions Group, LLC16,329$2.03M0.7%13F-HRTimeline
Axis Wealth Partners, LLC15,875$1.98M0.95%-63813F-HRTimeline
Odyssey Capital Advisors, Inc.15,836$1.97M1.41%+3,68213F-HRTimeline
Midwest Trust Co15,799$1.97M0.02%+34913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,736$1.96M<0.01%+6313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC15,733$1.96M0.05%+2,66013F-HRTimeline
Strata Wealth Advisors, LLC15,420$1.92M0.47%-4413F-HRTimeline
Paladin Advisory Group, LLC15,402$1.92M1.27%-64513F-HRTimeline
Ironwood Investment Counsel, LLC15,338$1.91M0.25%+31113F-HRTimeline
Brookwood Investment Group LLC15,207$1.89M0.22%+8,50613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,059$1.87M0.11%013F-HRTimeline
SGL Investment Advisors, Inc.14,642$1.84M0.64%+1,99613F-HRTimeline
Security Financial Services, INC.14,668$1.82M0.25%+11,38213F-HRTimeline
FWG Investments, LLC.14,601$1.82M0.96%+1,85113F-HRTimeline
WealthPlan Investment Management, LLC14,490$1.8M0.09%-1,31813F-HRTimeline
Sowell Financial Services LLC14,442$1.8M0.06%+713F-HRTimeline
Two West Capital Advisors LLC15,087$1.79M0.89%+2,36513F-HRTimeline