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Disclosery

EFG ISHARES TR

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ETF (fund)

961 managers (970 13F filers) reported a position in EFG shares at 2025-03-31, 108,166,253 shares in all. 60 filers opened a position and 72 filers sold out during the quarter.

Managers
961
13F filers
970
New
60
Added
230
Reduced
517
Sold out
72
Shares held by filers
108,166,253

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Rothschild Wealth LLC56,041$5.6M1.57%-34,83613F-HRTimeline
Focus Financial Network, Inc.55,658$5.57M0.23%-27,16013F-HRTimeline
White Pine Investment CO55,232$5.52M1.49%+3,11913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,889$5.49M0.12%-17,71613F-HRTimelineGroup
CoreCap Advisors, LLC54,676$5.47M0.24%+2,34713F-HRTimeline
BRIGHTON JONES LLC54,451$5.45M0.17%+46613F-HRTimeline
Invst, LLC54,324$5.43M0.74%-128,30013F-HRTimeline
Kathmere Capital Management, LLC53,316$5.33M0.45%-2,31613F-HRTimeline
Apeiron RIA LLC53,010$5.3M1.6%-5,97213F-HRTimeline
1900 WEALTH MANAGEMENT LLC52,935$5.29M0.44%-79313F-HRTimeline
Advisory Services Network, LLC52,854$5.29M0.1%-28,46513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC52,513$5.25M0.18%-2,48513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.52,446$5.24M0.79%+3,05413F-HRTimeline
Marks Group Wealth Management, Inc50,606$5.06M0.49%-25,70413F-HRTimeline
Revolve Wealth Partners, LLC50,224$5.02M0.73%-19313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC49,599$4.96M1.39%+1,03713F-HRTimeline
FIRST AMERICAN TRUST, FSB49,289$4.93M0.45%+14,65713F-HRTimeline
Bay Harbor Wealth Management, LLC49,207$4.92M1.56%-36,88813F-HRTimeline
KM Capital Management Ltd.48,683$4.87M2.62%-22,25113F-HRTimeline
Empire Life Investments Inc.48,336$4.83M0.31%+11,10013F-HRTimeline
McKinley Carter Wealth Services, Inc.48,140$4.81M0.3%-271,98913F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI47,986$4.8M0.36%+6,59813F-HRTimeline
Sovran Advisors, LLC47,883$4.75M0.62%-25,48013F-HRTimeline
CENTRAL TRUST Co47,471$4.75M0.12%+1,45313F-HRTimeline
Arete Wealth Advisors, LLC45,997$4.6M0.35%+3,76113F-HRTimeline
CONDOR CAPITAL MANAGEMENT45,726$4.57M0.43%+713F-HRTimeline
Mutual Advisors, LLC43,658$4.51M0.13%-49913F-HRTimeline
Callan Family Office, LLC45,091$4.51M0.34%-2,01513F-HRTimeline
Valmark Advisers, Inc.45,037$4.5M0.07%-1,87213F-HRTimeline
J.W. COLE ADVISORS, INC.45,017$4.5M0.14%+15,87813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,937$4.49M0.01%+12,55613F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC44,857$4.49M0.05%-25,47913F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,632$4.46M0.14%+46213F-HRTimeline
SWMG, LLC43,065$4.45M1.77%-46,75613F-HRTimeline
Mayflower Financial Advisors, LLC43,979$4.4M0.67%-25,40713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.43,735$4.37M0.26%+3,16513F-HRTimelineGroup
NorthRock Partners, LLC43,650$4.37M0.15%-8,03013F-HRTimeline
Legacy Financial Group LLC43,137$4.31M0.66%-17,03813F-HRTimeline
Cobblestone Asset Management LLC42,584$4.26M2.49%-33,84413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,534$4.25M0.01%-25,85813F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC42,199$4.22M0.24%-1,05113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42,076$4.21M0.09%-13,19413F-HRTimelineGroup
Grayhawk Investment Strategies Inc.41,950$4.2M9.55%-10,90013F-HRTimeline
Sterling Financial Planning, Inc.41,934$4.19M1.52%-1,03713F-HRTimeline
SOA Wealth Advisors, LLC.41,809$4.18M0.87%+7313F-HRTimeline
UNIQUE WEALTH, LLC41,714$4.17M0.79%+9,86413F-HRTimeline
Advus Financial Partners, LLC41,674$4.17M1.79%-2,23813F-HR/ATimeline
SigFig Wealth Management, LLC41,240$4.16M0.15%-30,89513F-HRTimeline
Lansing Street Advisors41,489$4.15M1.39%+2,20313F-HRTimeline
Breakwater Capital Group41,336$4.13M0.74%+6,61513F-HRTimeline
Hoxton Planning & Management, LLC40,328$4.03M1.54%-16,31313F-HRTimeline
Harbor Group, Inc.40,318$4.03M0.81%-1,34813F-HRTimeline
First Pacific Financial39,817$3.98M0.81%+56513F-HRTimeline
Yukon Wealth Management, Inc.39,731$3.97M1.65%13F-HRTimeline
Bison Wealth, LLC38,293$3.92M0.37%+17,73613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC39,174$3.92M0.34%-18,75813F-HR/ATimeline
KICKSTAND VENTURES, LLC.38,423$3.84M0.99%-3,71013F-HRTimeline
WCG Wealth Advisors LLC38,129$3.81M0.29%-36,78513F-HR/ATimeline
McAdam, LLC38,128$3.81M0.24%-51,25813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co37,929$3.79M0.05%-7013F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC38,864$3.76M1.22%-7,68913F-HRTimeline
Vertex Planning Partners, LLC37,245$3.72M0.81%+14,84313F-HRTimeline
Parkside Financial Bank & Trust36,911$3.69M0.47%+56113F-HRTimeline
Hofer & Associates. Inc36,284$3.63M2.46%+42013F-HRTimeline
Clayton Financial Group LLC36,046$3.6M1.32%-4,14913F-HRTimeline
Centurion Wealth Management LLC37,010$3.58M1.12%013F-HRTimeline
True Vision MN LLC35,526$3.55M2.13%-29,86013F-HRTimeline
Claro Advisors Inc.35,010$3.5M0.47%-11,63213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,980$3.5M0.13%-27,95613F-HRTimelineGroup
Hobbs Wealth Management, LLC34,473$3.45M3.82%-28,45613F-HR/ATimeline
Omega Financial Group, LLC34,038$3.4M1.31%-1,42913F-HRTimeline
EASTERN BANK33,804$3.38M0.07%-393,80813F-HRTimeline
Shared Vision Wealth Group LLC33,802$3.38M1.85%-19,54613F-HRTimeline
Quadrant Private Wealth Management, LLC33,623$3.36M0.84%-7,18813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC33,392$3.34M0.28%-4,20413F-HRTimeline
Gen-Wealth Partners Inc33,205$3.32M1.39%-24,27413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC32,908$3.29M1.77%-24,94013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC32,779$3.28M1.56%-20,86713F-HRTimeline
IFP Advisors, Inc32,744$3.27M0.1%-7,39813F-HRTimeline
W ADVISORS, LLC32,293$3.23M2.02%-7,20313F-HRTimeline
FIDUCIENT ADVISORS LLC32,281$3.23M0.4%+19,26813F-HRTimeline
BEAM WEALTH ADVISORS, INC.31,882$3.19M1.08%+57013F-HRTimeline
McNaughton Wealth Management, LLC31,808$3.18M1.54%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC31,567$3.16M2.15%-8,05713F-HRTimeline
JNBA Financial Advisors31,476$3.15M0.33%-6,53013F-HRTimeline
DOHJ, LLC31,453$3.15M0.72%-20713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC31,153$3.12M0.03%-1,06713F-HR/ATimelineGroup
LANARK FINANCIAL, INC.31,124$3.11M0.27%+31,09513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC31,019$3.1M0.9%-2,08413F-HRTimeline
Dominguez Wealth Management Solutions, …30,953$3.1M2.27%+1,53713F-HRTimeline
Quotient Wealth Partners, LLC30,950$3.1M0.1%-3,98913F-HRTimeline
Patton Albertson Miller Group, LLC30,582$3.06M0.45%-2,00613F-HR/ATimeline
ShoreHaven Wealth Partners, LLC30,496$3.05M1.46%-5,22613F-HRTimeline
Patten Group, Inc.29,992$3M0.69%+50813F-HRTimeline
Disciplined Investments, LLC29,703$2.97M1.36%-1,04213F-HRTimeline
M1 Capital Management LLC29,263$2.93M1.83%-29,47213F-HRTimeline
Lantz Financial LLC29,240$2.92M0.8%-12,23013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …29,160$2.92M0.69%+6,68213F-HRTimelineGroup
Modern Wealth Management, LLC29,088$2.91M0.09%-6,02013F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,795$2.88M1.55%-2,36213F-HRTimeline
Affiance Financial, LLC28,691$2.87M0.67%-56913F-HRTimeline
Beacon Bridge Wealth Partners, LLC28,648$2.86M1.22%-12,15513F-HRTimeline
Security Financial Services, INC.28,565$2.86M0.57%-21,04313F-HRTimeline
NAVELLIER & ASSOCIATES INC26,633$2.84M0.39%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,334$2.83M0.26%-56013F-HR/ATimeline
Berger Financial Group, Inc28,085$2.81M0.2%+2,98513F-HRTimeline
World Investment Advisors27,949$2.79M0.07%-6,11013F-HRTimeline
Robertson Stephens Wealth Management, L…27,924$2.79M0.1%-12,96513F-HRTimeline
Tradition Wealth Management, LLC27,846$2.78M0.25%-22,01313F-HRTimeline
5T Wealth, LLC27,838$2.78M1.58%-8,17913F-HRTimeline
Compound Planning, Inc.27,730$2.77M0.13%+17,88613F-HRTimeline
PFG Advisors27,511$2.75M0.15%-12,47413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department27,361$2.74M2.01%+1,79313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,203$2.72M<0.01%+18,44013F-HRTimelineGroup
CHANNEL WEALTH LLC27,112$2.71M0.84%new13F-HRTimeline
Scissortail Wealth Management, LLC27,063$2.71M0.7%-14,29913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,021$2.6M1.41%-9,75713F-HRTimeline
Concorde Asset Management, LLC26,583$2.59M1.39%-2,80213F-HRTimeline
Foundation Wealth Management, LLC25,361$2.54M1.99%-66813F-HRTimeline
Embree Financial Group25,016$2.5M0.42%-5,44613F-HRTimeline
Csenge Advisory Group25,016$2.48M0.14%-13,70813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.24,717$2.47M0.51%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.24,686$2.47M1.16%-18,66513F-HRTimeline
My Legacy Advisors, LLC24,571$2.46M0.95%-15,31113F-HRTimeline
Ifrah Financial Services, Inc.24,316$2.43M0.7%+14713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC24,483$2.43M1.11%-16,92313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…24,242$2.42M0.41%-1,54113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,024$2.4M<0.01%+1,26213F-HRTimelineGroup
Wealthspire Advisors, LLC23,874$2.39M0.01%+7,07613F-HRTimeline
VANCE WEALTH, LLC23,844$2.38M0.9%-1,53513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…23,105$2.31M0.25%+1,10113F-HR/ATimelineGroup
Braun-Bostich & Associates Inc.22,948$2.29M1.7%-14,92813F-HRTimeline
Avestar Capital, LLC22,924$2.29M0.22%-8,18113F-HRTimeline
BCU Wealth Advisors, LLC22,823$2.28M1.19%+3,21713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.22,560$2.26M0.11%-1,01213F-HRTimelineGroup
Sagace Wealth Management LLC22,535$2.25M1.7%+1,29913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS22,137$2.21M0.09%+1,64913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC22,134$2.21M0.3%-30513F-HRTimeline
Synergy Investment Management, LLC22,129$2.21M0.92%-18,31113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP22,046$2.2M0.03%-2,81813F-HRTimeline
TUDOR INVESTMENT CORP ET AL21,737$2.17M0.02%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,585$2.16M0.22%-14,56313F-HR/ATimeline
D.A. DAVIDSON & CO.21,519$2.15M0.02%+1,10113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,328$2.13M0.11%-11,23613F-HRTimeline
BlackDiamond Wealth Management, LLC20,076$2.13M1.44%-8,60313F-HRTimeline
Clear Creek Financial Management, LLC21,228$2.12M0.22%-65,65613F-HRTimeline
Signal Advisors Wealth, LLC21,197$2.12M0.21%-2,12413F-HRTimeline
Carnegie Investment Counsel23,529$2.12M0.05%+1,23513F-HRTimeline
Visionary Wealth Advisors20,759$2.08M0.12%-33213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,744$2.07M0.04%-10113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,687$2.07M<0.01%+8,18813F-HRTimelineGroup
MATHER GROUP, LLC.20,655$2.07M0.02%-4,57013F-HRTimeline
Tanglewood Wealth Management, Inc.20,642$2.06M0.23%-44,57113F-HRTimeline
Total Wealth Planning, LLC20,616$2.06M0.32%-76313F-HRTimeline
Wambolt & Associates, LLC20,412$2.04M0.69%-8713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20,226$2.02M0.06%+2,03613F-HRTimeline
VestGen Advisors, LLC19,996$2M0.09%13F-HRTimeline
Copperleaf Capital, LLC19,652$1.97M1.17%-12,07213F-HRTimeline
Avidian Wealth Enterprises, LLC19,649$1.96M0.09%-15,08213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,763$1.95M0.12%-14,65713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,460$1.95M0.06%-1,60313F-HRTimelineGroup
THEORY FINANCIAL LLC19,368$1.94M0.82%-16,09013F-HRTimeline
Summit Financial, LLC19,286$1.93M0.05%+13,48113F-HRTimeline
Cannon Financial Strategists, Inc.19,028$1.9M0.33%013F-HRTimeline
SWP FINANCIAL LLC19,000$1.9M1.16%-14,60113F-HRTimeline
One Capital Management, LLC18,556$1.86M0.06%-3,78913F-HRTimeline
Addison Capital Co18,389$1.84M0.72%+4,72213F-HRTimeline
Facet Wealth, Inc.17,132$1.83M0.05%-1,478,64813F-HRTimeline
MKD WEALTH COACHES, LLC18,193$1.82M2.06%-4,95213F-HRTimeline
Strata Wealth Advisors, LLC18,148$1.81M0.56%-1,56613F-HRTimeline
Sowell Financial Services LLC18,056$1.81M0.08%-75913F-HRTimeline
Turtle Creek Wealth Advisors, LLC18,016$1.8M0.27%013F-HRTimeline
STOCK YARDS BANK & TRUST CO17,940$1.79M0.06%+2,02313F-HRTimeline
InvesTrust17,722$1.77M0.48%+1,23413F-HRTimeline
TRUST POINT INC.17,710$1.77M0.16%013F-HRTimeline
OMNI 360 Wealth, Inc.17,682$1.77M1.18%+68313F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC17,679$1.77M0.62%+33413F-HRTimeline
RCS Financial Planning, LLC17,373$1.74M0.92%-9,27613F-HRTimeline
Davis Wealth Advisors, LLC17,308$1.73M1.96%-14,71613F-HRTimeline
Barnes Wealth Management Group, Inc17,230$1.72M1.11%-13,62513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,200$1.72M0.44%013F-HRTimeline
Jacksonville Wealth Management, LLC17,146$1.71M1.69%+29313F-HRTimeline
Retirement Wealth Solutions LLC17,114$1.71M1.38%-6,40813F-HRTimeline
Gateway Wealth Partners, LLC17,082$1.71M0.38%-12,97713F-HRTimeline
EHRLICH FINANCIAL GROUP16,663$1.67M1.21%-30,16713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,519$1.67M0.16%-38413F-HR/ATimeline
BridgePort Financial Solutions, LLC16,497$1.65M0.74%+3813F-HRTimeline
Paladin Advisory Group, LLC16,252$1.63M1.3%+65313F-HRTimeline
CENTAURUS FINANCIAL, INC.16,245$1.62M0.1%+1313F-HRTimeline
Shum Financial Group, Inc.16,136$1.61M1.4%+46513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding16,127$1.61M0Timeline
PACES FERRY WEALTH ADVISORS, LLC16,098$1.61M0.8%-68013F-HRTimeline
FWG Investments, LLC.15,744$1.57M1.85%-4,03313F-HRTimeline
Emergent Wealth Advisors, LLC15,621$1.56M1.13%+49713F-HRTimeline
Mechanics Bank Trust Department15,568$1.56M0.21%-21213F-HRTimeline
NorthCoast Asset Management LLC15,447$1.54M0.01%+1,59513F-HR/ATimeline
IFG Advisory, LLC15,423$1.54M0.09%-12,40913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,348$1.53M0.21%new13F-HRTimeline
Keel Point, LLC15,176$1.52M0.12%+60413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding15,161$1.52M+3,406Timeline