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Disclosery

EFG ISHARES TR

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ETF (fund)

980 managers (990 13F filers) reported a position in EFG shares at 2024-12-31, 148,421,920 shares in all. 69 filers opened a position and 51 filers sold out during the quarter.

Managers
980
13F filers
990
New
69
Added
496
Reduced
221
Sold out
51
Shares held by filers
148,421,920

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ASSETMARK, INCin group ASSETMARK, INC68,392$6.62M0.02%+19,81613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA67,562$6.54M0.03%+13,95513F-HRTimelineGroup
Kingdom Financial Group LLC.66,525$6.44M4.4%-2,71513F-HRTimeline
True Vision MN LLC65,386$6.33M3.76%+9,05013F-HRTimeline
Tanglewood Wealth Management, Inc.65,213$6.31M0.73%-1,24813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC64,949$6.29M2.33%+2,57413F-HRTimeline
MMA ASSET MANAGEMENT LLC64,083$6.21M2.71%-48,23913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,119$6.11M<0.01%-5,57813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC62,936$6.09M0.24%+13,41913F-HRTimelineGroup
Hobbs Wealth Management, LLC62,929$6.09M6.96%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK61,935$6M0.04%+72513F-HRTimelineGroup
BOK Financial Private Wealth, Inc.60,231$5.83M0.42%-5,87613F-HRTimeline
Jasper Ridge Partners, L.P.59,403$5.75M0.18%013F-HRTimeline
Apeiron RIA LLC58,982$5.71M1.6%+11813F-HRTimeline
M1 Capital Management LLC58,735$5.69M3.07%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC58,185$5.63M2.17%+3,78513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC57,932$5.61M0.45%-2,40213F-HR/ATimeline
Wealthquest Corp57,889$5.61M0.46%+3,89113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC57,848$5.6M2.84%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC57,723$5.58M0.93%+11,09213F-HRTimeline
Gen-Wealth Partners Inc57,479$5.57M2.39%+4,43913F-HRTimeline
Spectrum Planning & Advisory Services I…56,654$5.49M4.76%+3,55713F-HRTimeline
Hoxton Planning & Management, LLC56,641$5.48M2.1%+5,32613F-HRTimeline
Commonwealth Financial Services, LLC56,541$5.47M1.07%+5,41613F-HRTimeline
Nicholas Hoffman & Company, LLC.56,355$5.46M0.22%-1,32513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Kathmere Capital Management, LLC55,632$5.39M0.48%+57613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC55,270$5.35M0.12%+8,26313F-HRTimelineGroup
Mosley Wealth Management52,514$5.33M3.3%+9,14113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC55,069$5.33M<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC54,998$5.33M0.2%+5,89913F-HRTimeline
BRIGHTON JONES LLC53,985$5.23M0.15%+1,26613F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC53,728$5.2M0.44%-2,30513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC53,646$5.19M2.58%+2,68613F-HRTimeline
Shared Vision Wealth Group LLC53,348$5.17M2.72%+4,58313F-HRTimeline
Grayhawk Investment Strategies Inc.52,850$5.12M9.75%-1,40013F-HRTimeline
CoreCap Advisors, LLC52,329$5.07M0.23%+7,80413F-HRTimeline
White Pine Investment CO52,113$5.05M1.36%+4,82913F-HRTimeline
Cerro Pacific Wealth Advisors LLC46,553$5.01M1.66%+19,42313F-HRTimeline
NorthRock Partners, LLC51,680$5M0.16%-8,35013F-HR/ATimeline
Collier Financial51,519$4.99M4.46%13F-HRTimeline
Revolve Wealth Partners, LLC50,417$4.88M0.73%+5,47813F-HR/ATimeline
Tradition Wealth Management, LLC49,859$4.83M0.43%+2,98613F-HRTimeline
Security Financial Services, INC.49,608$4.8M0.98%+10,50613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.49,392$4.78M0.72%+2,41013F-HR/ATimeline
WALLER FINANCIAL PLANNING GROUP, INC48,562$4.7M1.19%-45013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC47,811$4.63M0.01%-212,44213F-HRTimelineGroup
Edge Capital Group, LLC47,437$4.59M0.23%-49613F-HRTimeline
Callan Family Office, LLC47,106$4.56M0.29%-49013F-HRTimeline
Valmark Advisers, Inc.46,909$4.54M0.07%+42613F-HRTimeline
EHRLICH FINANCIAL GROUP46,830$4.53M3.22%+10,81013F-HRTimeline
Claro Advisors Inc.46,642$4.52M0.61%+8,57713F-HRTimeline
Independent Advisor Alliance46,524$4.5M0.06%new13F-HRTimeline
CENTRAL TRUST Co46,018$4.46M0.11%-2,76313F-HRTimeline
CONDOR CAPITAL MANAGEMENT45,719$4.43M0.39%-1013F-HRTimeline
Mutual Advisors, LLC44,157$4.33M0.13%+2,69413F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,170$4.28M0.13%+6,89113F-HRTimeline
Advus Financial Partners, LLC43,912$4.25M1.82%+5,13713F-HR/ATimeline
Lifelong Wealth Advisors, Inc.43,351$4.2M1.89%13F-HRTimeline
Dorsey & Whitney Trust CO LLC43,250$4.19M0.23%+1,05113F-HRTimeline
Sterling Financial Planning, Inc.42,971$4.16M1.53%+1,22013F-HRTimeline
Arete Wealth Advisors, LLC42,236$4.1M0.3%+3,31213F-HRTimeline
KICKSTAND VENTURES, LLC.42,133$4.08M1.04%+4,98213F-HRTimeline
SOA Wealth Advisors, LLC.41,736$4.04M0.74%+28713F-HR/ATimeline
Harbor Group, Inc.41,666$4.03M0.91%-2413F-HRTimeline
Lantz Financial LLC41,470$4.02M1.07%+5,25613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC41,406$4.01M1.7%+10,35413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI41,388$4.01M0.29%+12713F-HRTimeline
Scissortail Wealth Management, LLC41,362$4.01M1.03%+40,93913F-HRTimeline
Robertson Stephens Wealth Management, L…40,889$3.96M0.14%-8,74013F-HRTimeline
Quadrant Private Wealth Management, LLC40,811$3.95M0.97%+10,30113F-HRTimeline
Beacon Bridge Wealth Partners, LLC40,803$3.95M1.68%+8,17013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.40,570$3.93M0.25%+10,70013F-HRTimelineGroup
Synergy Investment Management, LLC40,440$3.92M1.68%13F-HRTimeline
Clayton Financial Group LLC40,195$3.89M1.4%+8,92313F-HRTimeline
IFP Advisors, Inc40,142$3.89M0.13%+6,12813F-HRTimeline
My Legacy Advisors, LLC39,882$3.88M1.51%+4,88513F-HRTimeline
PFG Advisors39,985$3.87M0.24%+3,14913F-HRTimeline
FFG RETIREMENT ADVISORS LLC39,624$3.84M2.51%+1,17713F-HRTimeline
W ADVISORS, LLC39,496$3.82M2.37%+2,15213F-HRTimeline
Lansing Street Advisors39,286$3.8M1.33%+5,67113F-HRTimeline
First Pacific Financial39,252$3.8M0.88%+19413F-HRTimeline
Csenge Advisory Group38,724$3.75M0.2%+8,95713F-HRTimeline
JNBA Financial Advisors38,006$3.68M0.38%-1,32213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co37,999$3.68M0.05%+25713F-HRTimelineGroup
Braun-Bostich & Associates Inc.37,876$3.67M2.64%+5,02113F-HRTimeline
HARBOUR INVESTMENTS, INC.37,617$3.64M0.1%+2,91813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC37,596$3.64M0.3%-3,54013F-HRTimeline
Empire Life Investments Inc.37,236$3.61M0.23%+1,00013F-HRTimeline
Centurion Wealth Management LLC37,010$3.58M1.12%+65813F-HRTimeline
LVW Advisors, LLC36,753$3.56M0.44%+21,36013F-HRTimeline
Parkside Financial Bank & Trust36,350$3.52M0.47%-2813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,148$3.5M0.33%-1,63313F-HR/ATimeline
5T Wealth, LLC36,017$3.49M1.91%13F-HRTimeline
Hofer & Associates. Inc35,864$3.47M2.33%+6,78913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.35,778$3.46M3.29%13F-HRTimeline
ShoreHaven Wealth Partners, LLC35,722$3.46M1.63%+1,07913F-HRTimeline
Omega Financial Group, LLC35,467$3.43M1.3%-25313F-HRTimeline
THEORY FINANCIAL LLC35,458$3.43M1.44%+7,03813F-HRTimeline
Modern Wealth Management, LLC35,108$3.4M0.13%+20,11713F-HR/ATimeline
Quotient Wealth Partners, LLC34,939$3.38M0.11%+2,55913F-HRTimeline
Avidian Wealth Enterprises, LLC34,731$3.36M0.15%+6,05413F-HRTimeline
Breakwater Capital Group34,721$3.36M0.67%+1,61113F-HRTimeline
FIRST AMERICAN TRUST, FSB34,632$3.35M0.33%+5,81113F-HRTimeline
Global Retirement Partners, LLC34,597$3.35M0.1%+9,24413F-HRTimeline
World Investment Advisors34,059$3.3M0.09%+19,60513F-HRTimeline
SWP FINANCIAL LLC33,601$3.25M1.96%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …33,420$3.23M0.18%-4,64413F-HRTimelineGroup
Madrona Financial Services, LLC33,265$3.22M0.88%-19,67413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC33,103$3.21M0.9%+28,72613F-HRTimeline
Patton Albertson Miller Group, LLC32,588$3.16M0.42%-94413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC32,564$3.15M0.17%+10,48513F-HRTimeline
Geneos Wealth Management Inc.32,427$3.14M0.11%+65913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,381$3.14M0.01%+10,63413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC32,220$3.12M0.02%-1,05913F-HRTimelineGroup
Davis Wealth Advisors, LLC32,024$3.1M3.41%13F-HRTimeline
UNIQUE WEALTH, LLC31,850$3.08M0.64%+18,15913F-HRTimeline
Copperleaf Capital, LLC31,724$3.07M1.95%+8,41913F-HRTimeline
DOHJ, LLC31,660$3.07M0.71%+87213F-HRTimeline
BEAM WEALTH ADVISORS, INC.31,312$3.03M0.96%-19413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC31,157$3.02M1.56%013F-HRTimeline
Avestar Capital, LLC31,105$3.01M0.27%-2,21013F-HRTimeline
Barnes Wealth Management Group, Inc30,855$2.99M2%13F-HRTimeline
Disciplined Investments, LLC30,745$2.98M1.47%-613F-HRTimeline
LifeWealth Investments, LLC30,728$2.98M1.97%13F-HRTimeline
Embree Financial Group30,462$2.95M0.5%-7,31513F-HRTimeline
Gateway Wealth Partners, LLC30,059$2.91M0.75%+3,20413F-HRTimeline
Patten Group, Inc.29,484$2.85M0.63%-1,10313F-HRTimeline
Dominguez Wealth Management Solutions, …29,416$2.85M2.08%+39513F-HRTimeline
Concorde Asset Management, LLC29,385$2.85M1.48%+1,90313F-HRTimeline
Affiance Financial, LLC29,260$2.83M0.68%-1,54213F-HRTimeline
J.W. COLE ADVISORS, INC.29,139$2.82M0.11%+2,28513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,894$2.8M0.21%+3,22813F-HRTimeline
BlackDiamond Wealth Management, LLC28,679$2.78M1.6%+23013F-HRTimeline
Harding Loevner LP28,418$2.75M0.02%new13F-HRTimeline
IFG Advisory, LLC27,832$2.69M0.15%+4,99613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,753$2.69M<0.01%-101,65613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,742$2.68M0.01%new13F-HR/ATimeline
RCS Financial Planning, LLC26,649$2.58M1.37%+4,38013F-HRTimeline
NAVELLIER & ASSOCIATES INC26,633$2.58M0.31%013F-HRTimeline
BUSH INVESTMENT GROUP, LLC26,151$2.53M1.98%+1,79213F-HRTimeline
Cyndeo Wealth Partners, LLC26,093$2.53M0.17%+6,14413F-HRTimeline
Foundation Wealth Management, LLC26,029$2.52M1.96%+2213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…25,783$2.5M0.42%+1,84913F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department25,568$2.48M1.84%13F-HRTimelineGroup
VANCE WEALTH, LLC25,379$2.46M0.95%-1,04713F-HRTimeline
MATHER GROUP, LLC.25,225$2.44M0.03%+2,95613F-HRTimeline
Berger Financial Group, Inc25,100$2.43M0.17%+50013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP24,864$2.41M0.03%+22,54613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.23,572$2.4M0.11%-51,77913F-HRTimelineGroup
Maxwell Wealth Strategies Inc.24,264$2.35M0.96%+2,50913F-HRTimeline
Ifrah Financial Services, Inc.24,169$2.34M0.65%+18713F-HRTimeline
Retirement Wealth Solutions LLC23,522$2.27M1.92%13F-HRTimeline
FULLCIRCLE WEALTH LLC21,683$2.27M0.93%+5,79013F-HRTimeline
Signal Advisors Wealth, LLC23,321$2.26M0.26%-8,14713F-HRTimeline
MKD WEALTH COACHES, LLC23,145$2.24M2.27%13F-HRTimeline
SUTTON PLACE INVESTORS LLC23,097$2.24M1.3%+6,36613F-HRTimeline
Commonwealth Retirement Investments LLC23,025$2.23M0.92%+2,84013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,762$2.2M<0.01%+1,94713F-HRTimelineGroup
BLALOCK WILLIAMS, LLC22,493$2.18M2.53%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …22,478$2.18M0.51%+16913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC22,439$2.17M0.29%-54013F-HRTimeline
Vertex Planning Partners, LLC22,402$2.17M0.48%+71713F-HRTimeline
One Capital Management, LLC22,345$2.16M0.07%-75213F-HRTimeline
Carnegie Investment Counsel22,294$2.16M0.06%+69313F-HRTimeline
Venturi Wealth Management, LLC22,153$2.15M0.11%-18613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…22,004$2.13M0.21%+1,40913F-HR/ATimelineGroup
Financial Advocates Investment Manageme…21,829$2.11M0.12%+19,22013F-HRTimeline
Interchange Capital Partners, LLC21,663$2.1M0.76%+2,85913F-HRTimeline
WealthPLAN Partners, LLC21,633$2.09M0.3%-4,50013F-HRTimeline
WEALTHGARDEN F.S. LLC21,436$2.08M1.94%+3,82813F-HRTimeline
Total Wealth Planning, LLC21,379$2.07M0.32%+7,85713F-HRTimeline
NAPATREE CAPITAL LLC21,295$2.06M1.21%-29013F-HRTimeline
Sagace Wealth Management LLC21,236$2.06M1.54%+1,48613F-HRTimeline
Visionary Wealth Advisors21,091$2.04M0.12%-17913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,063$2.04M0.06%+1,56213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,036$2.04M0.03%+3,46013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,845$2.02M0.05%-23113F-HRTimelineGroup
Bison Wealth, LLC20,557$1.99M0.24%13F-HRTimeline
Wambolt & Associates, LLC20,499$1.98M0.64%-64913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,488$1.98M0.07%-1,00813F-HRTimelineGroup
D.A. DAVIDSON & CO.20,418$1.98M0.02%-1,13413F-HRTimeline
Strategic Financial Concepts, LLC19,986$1.94M0.37%+15,31513F-HR/ATimeline
Verdence Capital Advisors LLC19,819$1.92M0.15%+9,08313F-HRTimeline
FWG Investments, LLC.19,777$1.91M1.49%+3,00313F-HRTimeline
Strata Wealth Advisors, LLC19,714$1.91M0.6%-95113F-HRTimeline
BCU Wealth Advisors, LLC19,606$1.9M1.08%+3,56913F-HRTimeline
LifePlan Investment Advisors, Inc.19,367$1.88M1.16%+5,96013F-HRTimeline
Cannon Financial Strategists, Inc.19,028$1.84M0.32%013F-HRTimeline
Sowell Financial Services LLC18,815$1.82M0.1%-3,57713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,764$1.82M0.13%-6,62813F-HRTimeline
First Heartland Consultants, Inc.18,496$1.79M0.18%+5,46513F-HRTimeline
Sovereign Financial Group, Inc.18,442$1.79M0.41%+1,46413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,412$1.78M0.05%-1,85513F-HRTimelineGroup
Hutchens & Kramer Investment Management…18,327$1.77M0.96%+1,01013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,190$1.76M0.05%+61113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT18,059$1.75M0.13%-1,99313F-HRTimeline
Turtle Creek Wealth Advisors, LLC18,016$1.74M0.4%013F-HRTimeline
Clearview Wealth Advisors LLC17,890$1.73M1.32%-56713F-HRTimeline
TRUST POINT INC.17,710$1.71M0.12%+12,34813F-HRTimeline
Patriot Financial Group Insurance Agenc…17,658$1.71M0.23%+3,42313F-HRTimeline