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Disclosery

EFG ISHARES TR

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ETF (fund)

971 managers (979 13F filers) reported a position in EFG shares at 2025-09-30, 64,914,107 shares in all. 65 filers opened a position and 72 filers sold out during the quarter.

Managers
971
13F filers
979
New
65
Added
256
Reduced
446
Sold out
72
Shares held by filers
64,914,107

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SOL Capital Management CO39,160$4.46M0.4%+11,10013F-HRTimeline
Harbor Group, Inc.39,049$4.45M0.71%-50913F-HRTimeline
First Pacific Financial38,909$4.43M0.62%-41613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC38,758$4.41M0.62%+3,46913F-HRTimeline
Mutual Advisors, LLC37,803$4.41M0.1%-2,33713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC38,730$4.41M0.12%-1,98913F-HRTimeline
Yukon Wealth Management, Inc.38,685$4.41M1.44%-1,21913F-HRTimeline
WCG Wealth Advisors LLC38,322$4.36M0.27%-69613F-HRTimeline
McAdam, LLC38,186$4.35M0.21%-88313F-HRTimeline
McKinley Carter Wealth Services, Inc.38,131$4.34M0.23%-2,51013F-HRTimeline
Cypress Wealth Services, LLC37,993$4.33M0.71%-50,79113F-HRTimeline
Hofer & Associates. Inc37,105$4.23M2.42%+49313F-HRTimeline
Stonebrook Private Inc.36,915$4.2M0.91%-61,00413F-HRTimeline
KICKSTAND VENTURES, LLC.36,653$4.17M0.92%-2,66513F-HRTimeline
Parkside Financial Bank & Trust36,412$4.15M0.32%-2,69413F-HRTimeline
Berger Financial Group, Inc36,397$4.14M0.25%+4,38513F-HRTimeline
Sagace Wealth Management LLC35,902$4.09M2.79%-4,00513F-HRTimeline
Dominguez Wealth Management Solutions, …35,871$4.08M2.59%+2,55513F-HRTimeline
MMA ASSET MANAGEMENT LLC35,196$4.01M1.34%+3,27013F-HRTimeline
Omega Financial Group, LLC35,013$3.99M1.34%+43413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,799$3.96M0.1%-136,66713F-HRTimelineGroup
Hoxton Planning & Management, LLC34,703$3.95M1.27%-17,36913F-HRTimeline
LANARK FINANCIAL, INC.33,613$3.83M0.29%+1,03513F-HRTimeline
IFP Advisors, Inc33,583$3.82M0.1%-2,74313F-HR/ATimeline
Geneos Wealth Management Inc.33,414$3.81M0.1%+73313F-HRTimeline
Lansing Street Advisors33,034$3.76M1%-7,25713F-HRTimeline
Apeiron RIA LLC32,541$3.72M0.84%-24,94813F-HRTimeline
Wealthspire Retirement, LLC32,404$3.69M0.24%-1,53913F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC32,280$3.68M0.25%-34513F-HRTimeline
Certus Wealth Management, LLC31,902$3.63M2.17%-24,82013F-HRTimeline
Centerline Wealth Advisors, LLC31,783$3.62M1.58%new13F-HRTimeline
Advus Financial Partners, LLC31,180$3.55M1.32%-5,31613F-HR/ATimeline
ShoreHaven Wealth Partners, LLC31,176$3.55M1.31%+8413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department30,950$3.52M2.08%+1,43313F-HRTimelineGroup
Patten Group, Inc.30,611$3.49M0.68%-2,18913F-HRTimeline
Forthright Family Wealth Advisory LLC30,462$3.47M2.13%-53,62713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC30,091$3.43M0.02%-66413F-HR/ATimelineGroup
Stone House Investment Management, LLC30,089$3.43M0.58%-92,36513F-HRTimeline
M1 Capital Management LLC29,853$3.4M1.47%+23713F-HRTimeline
Beacon Bridge Wealth Partners, LLC29,490$3.36M1.19%+74413F-HRTimeline
High Falls Advisors, Inc29,451$3.35M0.69%-81,67513F-HRTimeline
MGO ONE SEVEN LLC29,104$3.31M0.08%-10,50913F-HRTimeline
TSA Wealth Managment LLC28,497$3.25M1.1%-40,05113F-HRTimeline
JNBA Financial Advisors28,404$3.23M0.29%-33613F-HRTimeline
PFG Advisors28,219$3.21M0.13%new13F-HRTimeline
Quotient Wealth Partners, LLC28,137$3.2M0.09%-4013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …28,093$3.2M0.54%-4,65813F-HRTimelineGroup
Disciplined Investments, LLC27,841$3.17M1.26%-1,73413F-HRTimeline
Patton Albertson Miller Group, LLC27,602$3.14M0.38%-60013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC27,420$3.12M1.56%-1,26913F-HRTimeline
Lifelong Wealth Advisors, Inc.26,894$3.06M0.91%+68713F-HRTimeline
Addison Capital Co26,780$3.05M0.9%+7,19113F-HRTimeline
Concorde Asset Management, LLC26,328$3.04M1.27%13F-HRTimeline
NAVELLIER & ASSOCIATES INC26,633$3.03M0.31%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC26,323$3M0.72%-7,08713F-HRTimeline
Affiance Financial, LLC26,319$3M0.55%-2,23013F-HRTimeline
Mach-1 Financial Group, LLC26,303$3M0.48%new13F-HRTimeline
Integrity Advisory Solutions, LLC26,303$3M0.48%13F-HRTimeline
Compound Planning, Inc.26,264$2.99M0.1%+3,37913F-HRTimeline
Sovran Advisors, LLC25,695$2.97M0.26%-23,00813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS26,041$2.97M0.11%+2,30913F-HRTimelineGroup
Wealthspire Advisors, LLC25,798$2.94M0.02%+3,57813F-HRTimeline
FIRST AMERICAN TRUST, FSB25,723$2.93M0.21%-1,77613F-HRTimeline
Claro Advisors Inc.25,421$2.89M0.42%-8,82813F-HRTimeline
W ADVISORS, LLC25,400$2.89M1.52%-6,05613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,261$2.88M0.89%-3,94513F-HRTimeline
Procyon Advisors, LLC25,174$2.87M0.17%new13F-HRTimeline
Quantinno Capital Management LP25,066$2.85M0.01%+12,72513F-HRTimeline
Ifrah Financial Services, Inc.24,627$2.8M0.73%+35713F-HRTimeline
Foundation Wealth Management, LLC24,181$2.75M1.76%-49113F-HRTimeline
Horst & Graben Wealth Management LLC23,809$2.71M0.41%-92,72013F-HRTimeline
Financial Engines Advisors L.L.C.23,598$2.69M0.01%+49413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,420$2.67M<0.01%-1,180,23513F-HRTimelineGroup
Physician Wealth Advisors, Inc.23,400$2.66M0.38%-74,46613F-HRTimeline
Bison Wealth, LLC23,199$2.66M0.25%+2,38613F-HRTimeline
VestGen Advisors, LLC22,946$2.61M0.09%+3,10313F-HRTimeline
Carnegie Investment Counsel22,938$2.61M0.05%-67613F-HRTimeline
Wealth Quarterback LLC22,459$2.56M0.99%+1,55613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,329$2.54M0.29%+17913F-HRTimeline
Clear Creek Financial Management, LLC22,266$2.54M0.22%+43813F-HRTimeline
Total Wealth Planning, LLC22,198$2.53M0.29%+66813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,118$2.52M0.8%-57,01013F-HRTimeline
WealthShield Partners, LLC22,047$2.51M0.28%-33,46513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,040$2.51M<0.01%new13F-HRTimelineGroup
Kilter Group LLC22,006$2.51M1.18%-37,17313F-HRTimeline
ONE Advisory Partners, LLC21,906$2.5M0.77%-60,78313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…21,885$2.49M1.12%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21,811$2.48M0.06%+1,73113F-HRTimeline
Trek Financial, LLC21,793$2.48M0.15%-53,95713F-HRTimeline
Avestar Capital, LLC21,661$2.47M0.18%-3,05713F-HRTimeline
World Investment Advisors21,473$2.45M0.05%-6,03213F-HRTimeline
Barden Capital Management, Inc.21,467$2.44M2.03%+19713F-HRTimeline
VANCE WEALTH, LLC21,402$2.44M0.75%-1,03413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,685$2.39M0.08%+7,51913F-HRTimelineGroup
EVOKE WEALTH, LLC20,728$2.36M0.05%+5,37213F-HRTimeline
Tanglewood Wealth Management, Inc.20,642$2.35M0.22%013F-HRTimeline
Snowden Capital Advisors LLC20,630$2.35M0.06%-30,52313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…20,611$2.35M0.37%-1,54913F-HRTimeline
Advisory Services Network, LLC20,401$2.32M0.03%-30,61013F-HRTimeline
D.A. DAVIDSON & CO.20,378$2.32M0.01%-59113F-HRTimeline
RFG Advisory, LLC20,356$2.32M0.05%-52,68613F-HRTimeline
Visionary Wealth Advisors20,339$2.32M0.11%-52813F-HRTimeline
Jacksonville Wealth Management, LLC20,051$2.28M1.68%+2,05413F-HRTimeline
Embree Financial Group19,987$2.28M0.31%-2,90813F-HRTimeline
Summit Financial, LLC19,715$2.25M0.03%-31113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,493$2.22M0.03%-42,70713F-HRTimelineGroup
Mendel Capital Management LLC19,101$2.18M1.14%+2,61213F-HRTimeline
Cannon Financial Strategists, Inc.19,028$2.17M0.31%013F-HRTimeline
Shum Financial Group, Inc.19,006$2.16M1.61%13F-HRTimeline
STOCK YARDS BANK & TRUST CO18,746$2.13M0.07%+1,97613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,573$2.12M0.03%-2,28113F-HRTimelineGroup
Global Retirement Partners, LLC18,540$2.11M0.05%-21,17313F-HRTimeline
InvesTrust18,482$2.1M0.77%+46113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding18,382$2.09M+2,255Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,306$2.08M<0.01%+61813F-HRTimelineGroup
WealthPlan Investment Management, LLC18,304$2.08M0.14%-19,83613F-HRTimeline
5T Wealth, LLC18,270$2.08M0.91%-5,20313F-HRTimeline
MKD WEALTH COACHES, LLC18,177$2.07M2.06%+26013F-HRTimeline
Penobscot Investment Management Company…18,155$2.07M0.16%+4,55013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…18,077$2.06M0.22%+2,00713F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,957$2.04M0.04%+15513F-HRTimelineGroup
EASTERN BANK17,782$2.02M0.04%-5,37713F-HRTimeline
TRUST POINT INC.17,779$2.02M0.16%-10813F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,490$1.99M0.63%013F-HRTimeline
Keel Point, LLC17,286$1.97M0.12%-813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,258$1.97M0.42%013F-HRTimeline
Keystone Wealth Services, LLC17,134$1.95M0.43%+2,54113F-HRTimeline
Vise Technologies, Inc.17,060$1.94M0.07%+3,08413F-HRTimeline
One Capital Management, LLC17,053$1.94M0.06%-1,06413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,731$1.91M0.03%-10,80813F-HRTimelineGroup
Axis Wealth Partners, LLC16,647$1.9M1.11%+47613F-HRTimeline
KM Capital Management Ltd.16,639$1.89M0.88%-14,20813F-HRTimeline
Gen-Wealth Partners Inc16,544$1.88M0.64%-17,29013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,414$1.87M0.08%-6,21813F-HRTimeline
Allegheny Financial Group16,408$1.87M0.35%+1,10513F-HRTimeline
CENTAURUS FINANCIAL, INC.16,359$1.86M0.09%-17713F-HRTimeline
Sowell Financial Services LLC16,082$1.83M0.07%-2,16813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,934$1.81M0.14%+6013F-HRTimeline
Paladin Advisory Group, LLC15,849$1.8M1.41%+50213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,710$1.79M<0.01%-35,41913F-HRTimelineGroup
SteelPeak Wealth, LLC15,697$1.79M0.06%-109,06413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,661$1.78M0.06%-1,18313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC15,634$1.78M0.1%+48613F-HRTimeline
WEALTH ALLIANCE, LLC15,575$1.77M0.18%-52,29713F-HRTimeline
NorthCoast Asset Management LLC15,557$1.77M0.01%-67813F-HRTimeline
EHRLICH FINANCIAL GROUP15,547$1.77M1.05%-52913F-HRTimeline
FFG RETIREMENT ADVISORS LLC15,490$1.76M1.09%-4,81713F-HRTimeline
Strata Wealth Advisors, LLC15,475$1.76M0.47%-2,64513F-HRTimeline
Private Wealth Asset Management, LLC15,271$1.74M0.21%+3,19613F-HRTimeline
Midwest Trust Co15,190$1.73M0.02%+50913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,059$1.71M0.11%013F-HRTimeline
Stone Summit Wealth LLC14,925$1.7M0.48%+2,14813F-HRTimeline
Ironwood Investment Counsel, LLC14,629$1.67M0.24%-2513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…14,508$1.65M0.47%+5,81013F-HRTimeline
Valeo Financial Advisors, LLC14,484$1.65M0.04%+1,66213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,428$1.64M<0.01%013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding14,421$1.64M-1,348Timeline
Copperleaf Capital, LLC14,404$1.64M0.79%-4,34713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC14,324$1.63M0.68%-77413F-HRTimeline
Emergent Wealth Advisors, LLC14,176$1.61M0.94%-1,00613F-HRTimeline
FIRST HORIZON CORP14,124$1.61M0.08%13F-HRTimeline
FWG Investments, LLC.14,093$1.6M1.1%-1,53013F-HRTimeline
SWMG, LLC13,689$1.6M0.48%-39,61113F-HRTimeline
Sequoia Financial Advisors, LLC13,980$1.59M0.01%+3,39813F-HRTimeline
AMG National Trust Bank13,770$1.57M0.04%+1,39213F-HRTimeline
MATHER GROUP, LLC.13,704$1.56M0.02%-6,98413F-HRTimeline
Regal Investment Advisors LLC13,557$1.54M0.1%-36,55713F-HRTimeline
Quadrant Private Wealth Management, LLC13,499$1.54M0.28%-21,74213F-HRTimeline
Hardy Reed LLC13,440$1.53M0.11%-38213F-HRTimeline
Blue Trust, Inc.13,437$1.53M0.02%-65,96613F-HRTimeline
Pachira Investments Inc.13,423$1.53M0.86%013F-HRTimeline
Dynamic Financial Group13,384$1.52M1.32%-14413F-HRTimeline
Shared Vision Wealth Group LLC12,859$1.49M0.63%-19,50713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,041$1.49M0.02%-16613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC12,929$1.47M0.11%-10,74413F-HR/ATimeline
OMNI 360 Wealth, Inc.12,912$1.47M0.82%-1,61213F-HRTimeline
Facet Wealth, Inc.12,880$1.47M0.03%-86813F-HRTimeline
Mayflower Financial Advisors, LLC12,690$1.45M0.18%-29,13613F-HRTimeline
PAX Financial Group, LLC12,666$1.44M0.26%-57,95813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,637$1.44M0.57%-16,98113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC12,536$1.43M0.64%-19,37413F-HRTimeline
Arkadios Wealth Advisors12,517$1.43M0.03%-56713F-HRTimeline
Lantz Financial LLC12,510$1.42M0.32%-14,67513F-HRTimeline
Duncan Williams Asset Management, LLC12,251$1.4M0.39%-20813F-HRTimeline
Venturi Wealth Management, LLC12,189$1.39M0.06%+1,44713F-HRTimeline
SAX WEALTH ADVISORS, LLC11,965$1.36M0.07%-27513F-HRTimeline
Triad Wealth Partners, LLC11,963$1.36M0.18%-51,83413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,867$1.35M<0.01%-1,19713F-HRTimelineGroup
Watchman Group, Inc.11,770$1.34M0.32%+84513F-HRTimeline
APS Management Group, Inc.11,634$1.32M1.17%13F-HRTimeline
Verdence Capital Advisors LLC11,165$1.31M0.08%+49113F-HRTimeline
Institute for Wealth Management, LLC.11,489$1.31M0.14%+38613F-HRTimeline
KPP Advisory Services LLC11,446$1.3M0.19%-1,43413F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,370$1.29M0.2%-98213F-HRTimeline
Mechanics Bank Trust Department11,339$1.29M0.18%-1,42913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,255$1.28M0.02%+63413F-HRTimeline
BlackDiamond Wealth Management, LLC11,234$1.28M0.7%-8,27813F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,174$1.27M0.1%-2813F-HRTimeline
Kingsview Wealth Management, LLC11,174$1.27M0.02%+13413F-HRTimeline
Csenge Advisory Group11,160$1.27M0.06%-13,98713F-HRTimeline