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Disclosery

EFG ISHARES TR

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ETF (fund)

969 managers (979 13F filers) reported a position in EFG shares at 2025-12-31, 62,825,241 shares in all. 53 filers opened a position and 95 filers sold out during the quarter.

Managers
969
13F filers
979
New
53
Added
324
Reduced
379
Sold out
95
Shares held by filers
62,825,241

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Yukon Wealth Management, Inc.36,230$4.28M2.46%-2,45513F-HRTimeline
Steward Partners Investment Advisory, L…37,274$4.25M0.02%-5,64113F-HRTimeline
Geneos Wealth Management Inc.36,418$4.15M0.1%+3,00413F-HRTimeline
KICKSTAND VENTURES, LLC.36,189$4.12M0.87%-46413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC36,146$4.12M0.11%-2,58413F-HRTimeline
LANARK FINANCIAL, INC.35,710$4.07M0.31%+2,09713F-HRTimeline
CoreCap Advisors, LLC35,477$4.04M0.14%-5,45013F-HRTimeline
Sagace Wealth Management LLC35,272$4.02M2.73%-63013F-HRTimeline
Omega Financial Group, LLC35,126$4M1.33%+11313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC35,008$3.99M0.19%-4,79813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,888$3.97M0.1%+8913F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC34,772$3.96M1.41%-42413F-HRTimeline
McKinley Carter Wealth Services, Inc.34,207$3.9M0.22%-3,92413F-HRTimeline
B. Riley Wealth Advisors, Inc.33,421$3.81M0.18%-7,35913F-HRTimeline
Net Worth Advisory Group33,287$3.79M0.77%+27,49913F-HRTimeline
Maia Wealth LLC30,769$3.73M0.64%-9,48213F-HRTimeline
Hoxton Planning & Management, LLC32,292$3.68M1.1%-2,41113F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department32,287$3.68M2.03%+1,33713F-HRTimelineGroup
Mutual Advisors, LLC32,198$3.67M0.08%-5,60513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding31,582$3.6M+13,200Timeline
ShoreHaven Wealth Partners, LLC31,312$3.57M1.28%+13613F-HRTimeline
Wealthspire Retirement, LLC31,296$3.57M0.22%-1,10813F-HRTimeline
Atria Investments, Inc30,152$3.43M0.04%-13,53913F-HRTimeline
Midwest Capital Advisors, LLC29,977$3.41M1.64%+27,32113F-HRTimeline
Forthright Family Wealth Advisory LLC29,846$3.4M2.14%-61613F-HRTimeline
Cypress Wealth Services, LLC29,831$3.4M0.47%-8,16213F-HRTimeline
Empire Life Investments Inc.29,800$3.39M0.19%-12,50013F-HRTimeline
Quantinno Capital Management LP29,690$3.38M0.01%+4,62413F-HRTimeline
Patten Group, Inc.29,078$3.31M0.61%-1,53313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS29,018$3.31M0.12%+2,97713F-HRTimelineGroup
MGO ONE SEVEN LLC28,786$3.28M0.07%-31813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC28,778$3.28M0.02%-1,31313F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO28,493$3.25M0.1%+9,74713F-HRTimeline
Perigon Wealth Management, LLC28,271$3.22M0.06%-22,45713F-HRTimeline
Disciplined Investments, LLC27,928$3.18M1.22%+8713F-HRTimeline
JNBA Financial Advisors27,856$3.17M0.28%-54813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC27,701$3.16M0.05%-15,53413F-HRTimelineGroup
Vise Technologies, Inc.27,482$3.13M0.06%+10,42213F-HRTimeline
FLOW TRADERS U.S. LLC27,338$3.11M0.1%-709,47713F-HRTimeline
M1 Capital Management LLC27,273$3.11M1.3%-2,58013F-HRTimeline
FIRST AMERICAN TRUST, FSB27,097$3.09M0.21%+1,37413F-HRTimeline
IFP Advisors, Inc27,091$3.09M0.07%-6,49213F-HRTimeline
Keystone Financial Services26,988$3.07M0.93%-52,88913F-HRTimeline
Wealthspire Advisors, LLC26,879$3.06M0.02%+1,08113F-HRTimeline
NAVELLIER & ASSOCIATES INC26,633$3.03M0.34%013F-HRTimeline
TSA Wealth Managment LLC26,569$3.03M1%-1,92813F-HRTimeline
Timmons Wealth Management, LLC26,332$3M2.95%13F-HRTimeline
Affiance Financial, LLC26,274$2.99M0.48%-4513F-HRTimeline
Concorde Asset Management, LLC25,970$2.96M1.18%-35813F-HRTimeline
World Investment Advisors25,935$2.95M0.05%+4,46213F-HR/ATimeline
Advus Financial Partners, LLC25,065$2.86M1.03%-6,11513F-HR/ATimeline
Quotient Wealth Partners, LLC24,917$2.84M0.08%-3,22013F-HRTimeline
EVOKE WEALTH, LLC24,873$2.83M0.05%+4,14513F-HRTimeline
GTS SECURITIES LLC24,554$2.8M0.1%+22,15113F-HRTimeline
Ifrah Financial Services, Inc.24,465$2.79M0.72%-16213F-HRTimeline
W ADVISORS, LLC24,199$2.76M1.39%-1,20113F-HRTimeline
Sovran Advisors, LLC22,877$2.72M0.23%-2,81813F-HRTimeline
Van Hulzen Asset Management, LLC23,785$2.71M0.2%-50,03813F-HRTimeline
Carnegie Investment Counsel23,726$2.7M0.05%+78813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC23,606$2.69M1.34%-3,81413F-HRTimeline
Financial Engines Advisors L.L.C.23,488$2.68M0.01%-11013F-HRTimeline
LiftPoint Family Wealth Advisors LLC23,412$2.67M2.28%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,400$2.67M<0.01%+15,20013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC23,338$2.66M<0.01%new13F-HR/ATimelineGroup
VestGen Advisors, LLC23,328$2.66M0.11%+38213F-HRTimeline
Foundation Wealth Management, LLC23,116$2.64M1.73%-1,06513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,092$2.63M0.79%+97413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,971$2.62M+1,286Timeline
KMG FIDUCIARY PARTNERS, LLC22,721$2.59M0.18%-9,55913F-HRTimeline
Patton Albertson Miller Group, LLC22,688$2.58M0.3%-4,91413F-HRTimeline
Integrity Advisory Solutions, LLC22,514$2.56M0.37%-3,78913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,450$2.56M0.28%+12113F-HRTimeline
Barden Capital Management, Inc.22,432$2.56M2.1%+96513F-HRTimeline
Shum Financial Group, Inc.22,426$2.55M1.84%+3,42013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,395$2.55M0.05%+58413F-HRTimeline
InvesTrust21,745$2.48M0.96%+3,26313F-HRTimeline
Key Capital Management, INC21,382$2.44M2.41%13F-HRTimeline
VANCE WEALTH, LLC21,177$2.41M0.72%-22513F-HR/ATimeline
Cornerstone Financial Management LLC21,046$2.4M2.25%13F-HR/ATimeline
Avestar Capital, LLC21,025$2.4M0.16%-63613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,911$2.38M<0.01%+2,60513F-HRTimelineGroup
Clear Creek Financial Management, LLC20,870$2.38M0.19%-1,39613F-HRTimeline
Jacksonville Wealth Management, LLC20,761$2.37M1.67%+71013F-HRTimeline
Verdence Capital Advisors LLC20,618$2.35M0.14%+9,45313F-HRTimeline
D.A. DAVIDSON & CO.20,511$2.34M0.01%+13313F-HRTimeline
Snowden Capital Advisors LLC20,432$2.33M0.06%-19813F-HRTimeline
Tanglewood Wealth Management, Inc.20,372$2.32M0.21%-27013F-HRTimeline
Stonebrook Private Inc.20,144$2.29M0.48%-16,77113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…20,098$2.29M0.36%-51313F-HRTimeline
ONE Advisory Partners, LLC19,983$2.28M0.69%-1,92313F-HRTimeline
Summit Financial, LLC19,549$2.23M0.03%-16613F-HRTimeline
One Capital Management, LLC19,390$2.21M0.07%+2,33713F-HRTimeline
Compound Planning, Inc.19,256$2.19M0.06%-7,00813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,253$2.19M0.1%+2,83913F-HRTimeline
Cannon Financial Strategists, Inc.19,114$2.18M0.3%+8613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,002$2.17M0.04%+1,04513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,833$2.15M0.03%+26013F-HRTimelineGroup
Embree Financial Group18,334$2.09M0.26%-1,65313F-HRTimeline
Penobscot Investment Management Company…18,252$2.08M0.16%+9713F-HRTimeline
MKD WEALTH COACHES, LLC18,176$2.07M2.07%-113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,113$2.06M+3,692Timeline
Lansing Street Advisors17,976$2.05M0.53%-15,05813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…17,947$2.04M0.57%+3,43913F-HRTimeline
Global Retirement Partners, LLC17,909$2.04M0.04%-63113F-HRTimeline
Visionary Wealth Advisors17,743$2.02M0.09%-2,59613F-HRTimeline
TRUST POINT INC.17,549$2M0.16%-23013F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,490$1.99M0.55%013F-HRTimeline
Keel Point, LLC17,367$1.98M0.12%+8113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,322$1.97M0.02%new13F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,204$1.96M0.45%-5413F-HRTimeline
Axis Wealth Partners, LLC17,156$1.95M1.08%+50913F-HRTimeline
Kilter Group LLC17,102$1.95M0.86%-4,90413F-HRTimeline
WealthPlan Investment Management, LLC16,846$1.92M0.12%-1,45813F-HRTimeline
Allegheny Financial Group16,845$1.92M0.28%+43713F-HRTimeline
Apeiron RIA LLC15,974$1.91M0.39%-16,56713F-HRTimeline
5T Wealth, LLC16,694$1.9M0.76%-1,57613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,619$1.89M<0.01%-6,80113F-HRTimelineGroup
Keystone Wealth Services, LLC16,619$1.89M0.4%-51513F-HRTimeline
Claro Advisors Inc.16,480$1.88M0.26%-8,94113F-HRTimeline
JB Capital LLC16,455$1.87M0.08%-95,63813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,452$1.87M<0.01%+74213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management16,390$1.87M0.06%+72913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.16,370$1.86M0.09%+1113F-HRTimeline
Clayton Financial Group LLC16,306$1.86M0.95%+5,57513F-HRTimeline
RFG Advisory, LLC16,055$1.83M0.03%-4,30113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,974$1.83M0.12%+4013F-HRTimeline
Paladin Advisory Group, LLC16,034$1.83M1.33%+18513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,757$1.8M0.03%-97413F-HRTimelineGroup
Sowell Financial Services LLC15,735$1.79M0.07%-34713F-HRTimeline
AMG National Trust Bank15,734$1.79M0.04%+1,96413F-HRTimeline
EASTERN BANK15,719$1.79M0.03%-2,06313F-HRTimeline
Stone Summit Wealth LLC15,609$1.78M0.48%+68413F-HRTimeline
Strata Wealth Advisors, LLC15,478$1.76M0.49%+313F-HRTimeline
Private Wealth Asset Management, LLC15,386$1.75M0.19%+11513F-HRTimeline
Trek Financial, LLC15,346$1.75M0.1%-6,44713F-HRTimeline
Stone House Investment Management, LLC15,337$1.75M0.27%-14,75213F-HRTimeline
Midwest Trust Co15,305$1.74M0.02%+11513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,059$1.72M0.11%013F-HRTimeline
Ironwood Investment Counsel, LLC14,855$1.69M0.24%+22613F-HRTimeline
Horst & Graben Wealth Management LLC14,842$1.69M0.26%-8,96713F-HRTimeline
KM Capital Management Ltd.14,591$1.66M0.85%-2,04813F-HRTimeline
LVW Advisors, LLC14,464$1.65M0.17%+4,99313F-HRTimeline
Physician Wealth Advisors, Inc.14,175$1.61M0.22%-9,22513F-HRTimeline
FIRST HORIZON CORP14,143$1.61M0.07%+1913F-HRTimeline
FWG Investments, LLC.14,083$1.6M1.02%-1013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,027$1.6M<0.01%-40113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,950$1.59M0.01%-31,25213F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC13,829$1.58M0.64%-49513F-HRTimeline
Sequoia Financial Advisors, LLC13,781$1.57M0.01%-19913F-HRTimeline
MATHER GROUP, LLC.13,714$1.56M0.02%+1013F-HRTimeline
Dynamic Financial Group13,709$1.56M1.33%+32513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,705$1.56M0.26%-14,38813F-HRTimelineGroup
Arkadios Wealth Advisors13,636$1.55M0.03%+1,11913F-HRTimeline
Pachira Investments Inc.13,635$1.55M0.76%+21213F-HRTimeline
Gen-Wealth Partners Inc13,559$1.54M0.5%-2,98513F-HRTimeline
Valeo Financial Advisors, LLC13,525$1.54M0.03%-95913F-HRTimeline
High Falls Advisors, Inc13,483$1.54M0.31%-15,96813F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,442$1.53M<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC13,175$1.5M0.21%+1,80513F-HRTimeline
Wescott Financial Advisory Group, LLC13,079$1.49M0.13%+1,93113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,041$1.49M0.02%013F-HRTimelineGroup
Rehmann Capital Advisory Group12,877$1.47M0.08%+4,54513F-HRTimeline
APS Management Group, Inc.12,597$1.44M1.23%+96313F-HRTimeline
Hardy Reed LLC12,520$1.43M0.1%-92013F-HRTimeline
Duncan Williams Asset Management, LLC11,971$1.41M0.35%-28013F-HRTimeline
Mechanics Bank Trust Department12,374$1.41M0.18%+1,03513F-HRTimeline
Triad Wealth Partners, LLC12,310$1.4M0.13%+34713F-HRTimeline
Venturi Wealth Management, LLC12,310$1.4M0.06%+12113F-HRTimeline
Quadrant Private Wealth Management, LLC12,085$1.38M0.23%-1,41413F-HRTimeline
Facet Wealth, Inc.11,439$1.38M0.02%-1,44113F-HRTimeline
SAX WEALTH ADVISORS, LLC11,748$1.34M0.06%-21713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,654$1.33M0.02%-7,83913F-HRTimelineGroup
Kovack Advisors, Inc.11,489$1.31M0.06%+8,67513F-HR/ATimeline
Kingsview Wealth Management, LLC11,461$1.31M0.02%+28713F-HRTimeline
Wingate Wealth Advisors, Inc.11,333$1.29M0.72%+73313F-HRTimeline
Advisory Services Network, LLC11,272$1.28M0.02%-9,12913F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,236$1.28M0.11%+6213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,229$1.28M0.02%-2613F-HRTimeline
SGL Investment Advisors, Inc.10,946$1.27M0.51%+1,57813F-HRTimeline
Watchman Group, Inc.11,105$1.27M0.3%-66513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,098$1.26M0.01%+1,22213F-HRTimelineGroup
Bison Wealth, LLC11,638$1.26M0.14%-11,56113F-HRTimeline
Arcadia Wealth Management, LLC11,080$1.26M0.47%-4113F-HRTimeline
WEDBUSH SECURITIES INC11,070$1.26M0.04%+1,17313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11,054$1.26M1.04%+4,57213F-HRTimeline
PINNACLE ASSOCIATES LTD11,053$1.26M0.02%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.26M0.09%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…11,014$1.25M0.21%+51013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,942$1.25M0.37%+85113F-HRTimeline
Odyssey Capital Advisors, Inc.10,917$1.24M1.1%13F-HRTimeline
Emergent Wealth Advisors, LLC10,859$1.24M0.7%-3,31713F-HRTimeline
KPP Advisory Services LLC10,758$1.23M0.18%-68813F-HRTimeline
Caliber Wealth Management, LLC / KS10,742$1.22M0.13%-7313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,737$1.22M0.43%+9,85013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,730$1.22M<0.01%-1,13713F-HRTimelineGroup
Mayflower Financial Advisors, LLC10,729$1.22M0.15%-1,96113F-HRTimeline
Arax Advisory Partners10,614$1.21M0.04%new13F-HRTimeline
WealthShield Partners, LLC10,547$1.2M0.13%-11,50013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,449$1.19M<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB10,423$1.19M0.03%+32413F-HRTimeline