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Disclosery

EFG ISHARES TR

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ETF (fund)

982 managers (992 13F filers) reported a position in EFG shares at 2025-06-30, 101,030,566 shares in all. 71 filers opened a position and 48 filers sold out during the quarter.

Managers
982
13F filers
992
New
71
Added
348
Reduced
394
Sold out
48
Shares held by filers
101,030,566

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hoxton Planning & Management, LLC52,072$5.83M2.02%+11,74413F-HRTimeline
Revolve Wealth Partners, LLC52,017$5.83M0.76%+1,79313F-HRTimeline
Snowden Capital Advisors LLC51,153$5.73M0.17%-5,83913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51,129$5.73M0.01%+8,59513F-HRTimelineGroup
Kathmere Capital Management, LLC51,026$5.71M0.44%-2,29013F-HRTimeline
CoreCap Advisors, LLC50,847$5.69M0.23%-3,82913F-HRTimeline
Regal Investment Advisors LLC50,114$5.61M0.42%-8,49013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC49,780$5.58M0.22%-7,41213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.49,377$5.53M0.12%+4,36013F-HRTimeline
Advisory Services Network, LLC51,011$5.48M0.09%-1,84313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI48,872$5.47M0.38%+88613F-HRTimeline
Marks Group Wealth Management, Inc48,458$5.43M0.5%-2,14813F-HRTimeline
Sovran Advisors, LLC48,703$5.42M0.57%+82013F-HRTimeline
Bay Harbor Wealth Management, LLC48,324$5.41M1.57%-88313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.48,184$5.4M0.28%+4,44913F-HRTimelineGroup
BOK Financial Private Wealth, Inc.48,096$5.39M0.36%-9,33613F-HRTimeline
UNIQUE WEALTH, LLC46,757$5.24M0.85%+5,04313F-HRTimeline
CENTRAL TRUST Co46,506$5.21M0.12%-96513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC45,938$5.15M0.11%+3,86213F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT45,078$5.05M0.44%-64813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,793$5.02M0.01%-14413F-HR/ATimelineGroup
Valmark Advisers, Inc.44,450$4.98M0.07%-58713F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.44,368$4.94M2.81%13F-HRTimeline
Dorsey & Whitney Trust CO LLC42,199$4.73M0.25%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC42,163$4.72M0.87%+36,87413F-HRTimeline
Breakwater Capital Group42,065$4.71M0.77%+72913F-HRTimeline
NorthRock Partners, LLC41,969$4.7M0.12%-1,68113F-HR/ATimeline
Mayflower Financial Advisors, LLC41,826$4.68M0.65%-2,15313F-HRTimeline
Callan Family Office, LLC41,820$4.68M0.15%-3,27113F-HRTimeline
Sterling Financial Planning, Inc.41,762$4.68M1.56%-17213F-HRTimeline
SOA Wealth Advisors, LLC.41,680$4.67M0.88%-12913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC41,426$4.63M1.65%+29,02713F-HRTimeline
Vestmark Advisory Solutions, Inc.40,932$4.58M0.07%-32,20313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC40,719$4.56M0.15%-11,79413F-HRTimeline
McKinley Carter Wealth Services, Inc.40,641$4.55M0.25%-7,49913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co40,310$4.51M0.06%+2,38113F-HRTimelineGroup
Lansing Street Advisors40,291$4.51M1.34%-1,19813F-HRTimeline
Mutual Advisors, LLC40,140$4.5M0.11%-3,51813F-HRTimeline
Sagace Wealth Management LLC39,907$4.47M3.34%+17,37213F-HRTimeline
Yukon Wealth Management, Inc.39,904$4.47M1.6%+17313F-HRTimeline
Global Retirement Partners, LLC39,713$4.45M0.11%13F-HRTimeline
MGO ONE SEVEN LLC39,613$4.44M0.14%+26,37813F-HRTimeline
Harbor Group, Inc.39,558$4.43M0.79%-76013F-HRTimeline
First Pacific Financial39,325$4.4M0.65%-49213F-HRTimeline
KICKSTAND VENTURES, LLC.39,318$4.4M1.03%+89513F-HRTimeline
Parkside Financial Bank & Trust39,106$4.38M0.47%+2,19513F-HRTimeline
McAdam, LLC39,069$4.38M0.24%+94113F-HRTimeline
WCG Wealth Advisors LLC39,018$4.37M0.28%+88913F-HRTimeline
Vertex Planning Partners, LLC38,290$4.29M0.9%+1,04513F-HRTimeline
Kingdom Financial Group LLC.38,211$4.28M3.74%-26,01913F-HRTimeline
WealthPlan Investment Management, LLC38,140$4.27M0.31%+32,88813F-HRTimeline
Cobblestone Asset Management LLC38,119$4.27M2.25%-4,46513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37,886$4.24M0.14%+2,90613F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC37,823$4.24M0.33%-1,35113F-HR/ATimeline
Empire Life Investments Inc.37,500$4.2M0.27%-10,83613F-HRTimeline
SigFig Wealth Management, LLC36,810$4.11M0.14%-4,43013F-HRTimeline
Hofer & Associates. Inc36,612$4.1M2.56%+32813F-HRTimeline
Advus Financial Partners, LLC36,496$4.09M1.61%-5,17813F-HR/ATimeline
IFP Advisors, Inc36,326$4.07M0.12%+3,58213F-HRTimeline
Hobbs Wealth Management, LLC36,063$4.04M3.85%+1,59013F-HRTimeline
True Vision MN LLC35,668$3.99M2.21%+14213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC35,289$3.95M0.62%new13F-HRTimeline
Quadrant Private Wealth Management, LLC35,241$3.95M0.82%+1,61813F-HRTimeline
OLD MISSION CAPITAL LLC35,071$3.93M0.1%-899,67413F-HRTimeline
Omega Financial Group, LLC34,579$3.87M1.4%+54113F-HRTimeline
Claro Advisors Inc.34,249$3.84M0.63%-76113F-HRTimeline
Wealthspire Retirement, LLC33,943$3.8M0.25%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.33,928$3.8M1.13%+2,04613F-HRTimeline
Gen-Wealth Partners Inc33,834$3.79M1.46%+62913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC33,410$3.74M0.94%+2,39113F-HRTimeline
Dominguez Wealth Management Solutions, …33,316$3.73M2.59%+2,36313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,194$3.72M-63,779Timeline
Patten Group, Inc.32,800$3.67M0.78%+2,80813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …32,751$3.67M0.79%+3,59113F-HRTimelineGroup
Geneos Wealth Management Inc.32,681$3.66M0.09%-32,22113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC32,625$3.65M0.27%-76713F-HRTimeline
Net Worth Advisory Group32,607$3.65M0.81%+26,76713F-HRTimeline
LANARK FINANCIAL, INC.32,578$3.65M0.3%+1,45413F-HRTimeline
Berger Financial Group, Inc32,012$3.59M0.23%+3,92713F-HRTimeline
MMA ASSET MANAGEMENT LLC31,926$3.58M1.37%-36,23513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC31,910$3.57M1.68%-99813F-HRTimeline
W ADVISORS, LLC31,456$3.52M2.02%-83713F-HRTimeline
ShoreHaven Wealth Partners, LLC31,092$3.48M1.43%+59613F-HRTimeline
Shared Vision Wealth Group LLC32,366$3.48M1.74%-1,43613F-HRTimeline
KM Capital Management Ltd.30,847$3.45M1.7%-17,83613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC30,755$3.44M0.02%-39813F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC30,204$3.38M0.27%+1,87013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC29,618$3.32M1.44%-3,16113F-HRTimeline
M1 Capital Management LLC29,616$3.32M1.67%+35313F-HRTimeline
Disciplined Investments, LLC29,575$3.31M1.4%-12813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department29,517$3.31M2.19%+2,15613F-HRTimelineGroup
Spectrum Planning & Advisory Services I…29,338$3.29M2.13%-28,94713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.29,206$3.27M1.55%+3,18513F-HRTimeline
Modern Wealth Management, LLC29,159$3.27M0.08%+7113F-HR/ATimeline
Beacon Bridge Wealth Partners, LLC28,746$3.22M1.28%+9813F-HRTimeline
JNBA Financial Advisors28,740$3.22M0.31%-2,73613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,689$3.21M1.66%-10613F-HRTimeline
Affiance Financial, LLC28,549$3.2M0.65%-14213F-HRTimeline
Patton Albertson Miller Group, LLC28,202$3.16M0.42%-2,38013F-HRTimeline
Quotient Wealth Partners, LLC28,177$3.16M0.09%-2,77313F-HRTimeline
SOL Capital Management CO28,060$3.14M0.3%+14,97513F-HRTimeline
McNaughton Wealth Management, LLC28,055$3.14M1.4%-3,75313F-HRTimeline
Scissortail Wealth Management, LLC27,934$3.13M0.75%+87113F-HRTimeline
Tradition Wealth Management, LLC27,821$3.12M0.25%-2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,539$3.08M0.06%-45,92113F-HRTimelineGroup
World Investment Advisors27,505$3.08M0.07%-44413F-HRTimeline
Security Financial Services, INC.27,502$3.08M0.54%-1,06313F-HRTimeline
FIRST AMERICAN TRUST, FSB27,499$3.08M0.25%-21,79013F-HRTimeline
Lantz Financial LLC27,185$3.04M0.76%-2,05513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC27,000$3.02M<0.01%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC26,633$2.98M0.37%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26,665$2.96M0.96%+2,18213F-HRTimeline
Lifelong Wealth Advisors, Inc.26,207$2.94M0.97%+1,52113F-HRTimeline
Avestar Capital, LLC24,718$2.77M0.2%+1,79413F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.24,717$2.77M0.51%013F-HRTimeline
Foundation Wealth Management, LLC24,672$2.76M1.92%-68913F-HRTimeline
Csenge Advisory Group25,147$2.76M0.15%+13113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,372$2.73M<0.01%+34813F-HRTimelineGroup
Ifrah Financial Services, Inc.24,270$2.72M0.74%-4613F-HRTimeline
Robertson Stephens Wealth Management, L…24,267$2.72M0.09%-3,65713F-HRTimeline
My Legacy Advisors, LLC24,209$2.71M0.96%-36213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,732$2.66M0.1%+1,59513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC23,673$2.65M0.24%+2,08813F-HR/ATimeline
Carnegie Investment Counsel23,614$2.64M0.05%+8513F-HRTimeline
5T Wealth, LLC23,473$2.63M1.34%-4,36513F-HRTimeline
EASTERN BANK23,159$2.59M0.05%-10,64513F-HRTimeline
Financial Engines Advisors L.L.C.23,104$2.59M0.01%+20,65513F-HRTimeline
Synergy Investment Management, LLC22,990$2.57M1.55%+86113F-HRTimeline
Embree Financial Group22,895$2.56M0.39%-2,12113F-HRTimeline
Compound Planning, Inc.22,885$2.56M0.1%-4,84513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.22,755$2.55M0.11%+19513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC22,632$2.53M0.12%+1,30413F-HRTimeline
VANCE WEALTH, LLC22,436$2.51M0.85%-1,40813F-HRTimeline
Braun-Bostich & Associates Inc.22,250$2.49M1.7%-69813F-HRTimeline
Wealthspire Advisors, LLC22,220$2.49M0.01%-1,65413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…22,160$2.48M0.4%-2,08213F-HRTimeline
Centurion Wealth Management LLC22,158$2.48M0.71%-14,85213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,150$2.48M0.31%+1613F-HRTimeline
Clear Creek Financial Management, LLC21,828$2.44M0.23%+60013F-HRTimeline
Total Wealth Planning, LLC21,530$2.41M0.3%+91413F-HRTimeline
Barden Capital Management, Inc.21,270$2.38M2.09%new13F-HRTimeline
D.A. DAVIDSON & CO.20,969$2.35M0.02%-55013F-HRTimeline
Wealth Quarterback LLC20,903$2.34M1.11%new13F-HRTimeline
Visionary Wealth Advisors20,867$2.34M0.12%+10813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,854$2.34M0.03%+10,15613F-HRTimelineGroup
FIDUCIENT ADVISORS LLC20,746$2.32M0.28%-11,53513F-HRTimeline
Bison Wealth, LLC20,813$2.32M0.18%-17,48013F-HRTimeline
MATHER GROUP, LLC.20,688$2.32M0.02%+3313F-HRTimeline
Tanglewood Wealth Management, Inc.20,642$2.31M0.23%013F-HRTimeline
FFG RETIREMENT ADVISORS LLC20,307$2.27M1.42%-11,26013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20,080$2.25M0.06%-14613F-HRTimeline
Summit Financial, LLC20,026$2.24M0.05%+74013F-HRTimeline
Wambolt & Associates, LLC20,039$2.23M0.75%-37313F-HRTimeline
VestGen Advisors, LLC19,843$2.22M0.09%-15313F-HRTimeline
Addison Capital Co19,589$2.19M0.76%+1,20013F-HRTimeline
Avidian Wealth Enterprises, LLC19,474$2.18M0.09%-17513F-HRTimeline
BlackDiamond Wealth Management, LLC19,512$2.17M1.25%-56413F-HRTimeline
Cannon Financial Strategists, Inc.19,028$2.13M0.34%013F-HRTimeline
THEORY FINANCIAL LLC19,735$2.12M0.8%+36713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC18,844$2.11M0.27%+3,49613F-HRTimeline
Copperleaf Capital, LLC18,751$2.1M1.06%-90113F-HRTimeline
SWP FINANCIAL LLC18,742$2.1M1.15%-25813F-HRTimeline
BCU Wealth Advisors, LLC18,615$2.08M0.94%-4,20813F-HRTimeline
Sowell Financial Services LLC18,250$2.04M0.08%+19413F-HRTimeline
Gateway Wealth Partners, LLC18,249$2.04M0.39%+1,16713F-HRTimeline
Strata Wealth Advisors, LLC18,120$2.03M0.56%-2813F-HRTimeline
One Capital Management, LLC18,117$2.03M0.07%-43913F-HRTimeline
Calydon Capital18,036$2.02M0.2%+9,10613F-HRTimeline
Turtle Creek Wealth Advisors, LLC18,033$2.02M0.24%+1713F-HRTimeline
InvesTrust18,021$2.02M0.78%+29913F-HRTimeline
Jacksonville Wealth Management, LLC17,997$2.02M1.62%+85113F-HRTimeline
MKD WEALTH COACHES, LLC17,917$2.01M2.12%-27613F-HRTimeline
TRUST POINT INC.17,887$2M0.19%+17713F-HRTimeline
Retirement Wealth Solutions LLC17,824$2M1.46%+71013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,802$1.99M0.04%-2,94213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,688$1.98M<0.01%-2,99913F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC17,490$1.96M0.63%-18913F-HRTimeline
Barnes Wealth Management Group, Inc17,441$1.95M1.15%+21113F-HRTimeline
Keel Point, LLC17,294$1.94M0.13%+2,11813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,258$1.93M0.41%+5813F-HRTimeline
RCS Financial Planning, LLC16,888$1.89M0.94%-48513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,844$1.89M0.07%-2,61613F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO16,770$1.88M0.06%-1,17013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,536$1.85M0.11%+29113F-HRTimeline
Mendel Capital Management LLC16,489$1.85M1.05%+1,62913F-HRTimeline
Stark Wealth Management LLC16,920$1.85M2.64%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,295$1.82M0.04%+2,46113F-HRTimelineGroup
NorthCoast Asset Management LLC16,235$1.82M0.01%+78813F-HRTimeline
Axis Wealth Partners, LLC16,171$1.81M1.19%+1,71513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding16,127$1.81M0Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16,094$1.8M0.23%+14,24313F-HRTimeline
BridgePort Financial Solutions, LLC16,084$1.8M0.6%-41313F-HRTimeline
EHRLICH FINANCIAL GROUP16,076$1.8M1.17%-58713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,070$1.8M0.19%-7,03513F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED15,874$1.78M0.15%-64513F-HRTimeline
Davis Wealth Advisors, LLC15,821$1.77M1.88%-1,48713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding15,769$1.77M+608Timeline
FWG Investments, LLC.15,623$1.75M1.33%-12113F-HRTimeline
IFG Advisory, LLC15,373$1.72M0.09%-5013F-HRTimeline
EVOKE WEALTH, LLC15,356$1.72M0.04%+3,14613F-HRTimeline