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Disclosery

EFG ISHARES TR

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ETF (fund)

1,004 managers (1,016 13F filers) reported a position in EFG shares at 2026-03-31, 110,528,435 shares in all. 110 filers opened a position and 68 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
110
Added
412
Reduced
287
Sold out
68
Shares held by filers
110,528,435

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BRIGHTON JONES LLC53,634$5.97M0.13%new13F-HR/ATimeline
Addison Capital Co52,663$5.86M1.04%+9,93213F-HRTimeline
Revolve Wealth Partners, LLC51,263$5.71M0.74%+16113F-HRTimeline
FORTE ASSET MANAGEMENT LLC51,065$5.69M2.5%-8,33913F-HRTimeline
CoreCap Advisors, LLC50,343$5.61M0.19%+14,86613F-HRTimeline
LiftPoint Family Wealth Advisors LLC50,083$5.58M4.62%+26,67113F-HRTimeline
Kathmere Capital Management, LLC49,421$5.5M0.34%-34013F-HRTimeline
1900 WEALTH MANAGEMENT LLC49,005$5.46M0.35%-1,01913F-HRTimeline
Cobblestone Asset Management LLC48,639$5.42M2.44%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,148$5.36M0.14%+47,35613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.49,537$5.33M0.34%+16,11613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC47,372$5.28M0.09%+19,67113F-HRTimelineGroup
SigFig Wealth Management, LLC46,387$5.17M0.15%+43,82213F-HRTimeline
Valmark Advisers, Inc.46,134$5.14M0.06%+39613F-HRTimeline
True Vision MN LLC45,748$5.09M2.63%+40,43913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC44,429$4.95M1.25%new13F-HRTimeline
Independent Advisor Alliance44,400$4.94M0.05%+40,35213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.44,368$4.94M2.81%13F-HRTimeline
BOK Financial Private Wealth, Inc.43,495$4.84M0.29%-1,38713F-HRTimeline
CENTRAL TRUST Co43,407$4.83M0.1%-76513F-HRTimeline
Meramec Financial Planners, LLC39,699$4.83M1.92%-1,32913F-HRTimeline
CORE WEALTH ADVISORS, LLC43,247$4.82M3.7%+37,86413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC42,691$4.75M0.23%+7,68313F-HRTimeline
CONDOR CAPITAL MANAGEMENT42,374$4.72M0.39%-43513F-HRTimeline
Dorsey & Whitney Trust CO LLC42,199$4.7M0.26%013F-HRTimeline
SOA Wealth Advisors, LLC.42,166$4.7M0.89%-1,93913F-HRTimeline
Mosley Wealth Management40,792$4.65M2.1%+18113F-HRTimeline
Breakwater Capital Group41,680$4.64M0.62%+56513F-HRTimeline
First Pacific Financial41,478$4.62M0.59%+64913F-HRTimeline
Sterling Financial Planning, Inc.40,694$4.53M1.34%-8413F-HRTimeline
Forthright Family Wealth Advisory LLC43,591$4.52M3.03%+13,74513F-HRTimeline
DIVERSIFIED MANAGEMENT INC40,448$4.5M0.77%+9913F-HRTimeline
Dominguez Wealth Management Solutions, …40,333$4.49M2.72%+2,56913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC40,319$4.49M1.31%-30413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC38,021$4.46M1.95%+27,94913F-HRTimeline
Hofer & Associates. Inc39,704$4.42M2.38%+1,20113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.39,191$4.36M1.25%+33,24613F-HRTimeline
Harbor Group, Inc.38,902$4.33M0.63%-58813F-HRTimeline
STOCK YARDS BANK & TRUST CO38,861$4.33M0.13%+10,36813F-HRTimeline
KICKSTAND VENTURES, LLC.38,817$4.32M0.91%+2,62813F-HRTimeline
One Wealth Advisors, LLC38,670$4.31M0.54%-13,95913F-HRTimeline
McAdam, LLC38,551$4.29M0.19%-57913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co38,476$4.29M0.05%-1,30213F-HRTimelineGroup
Parkside Financial Bank & Trust38,231$4.26M0.33%-25,05113F-HRTimeline
Key Capital Management, INC38,030$4.24M2.8%+16,64813F-HRTimeline
Quantinno Capital Management LP37,913$4.22M0.01%+8,22313F-HRTimeline
LANARK FINANCIAL, INC.37,379$4.16M0.31%+1,66913F-HRTimeline
Aptus Capital Advisors, LLC37,069$4.13M0.03%-4,93513F-HRTimeline
AMG National Trust Bank36,873$4.11M0.09%+21,13913F-HRTimeline
Wealthspire Retirement, LLC36,306$4.04M0.24%+5,01013F-HRTimeline
Sagace Wealth Management LLC36,277$4.04M2.74%+1,00513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC36,107$4.02M0.1%-3913F-HRTimeline
Geneos Wealth Management Inc.35,840$3.99M0.09%-57813F-HRTimeline
Omega Financial Group, LLC35,195$3.92M1.29%+6913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC34,837$3.88M0.13%-7,90613F-HRTimelineGroup
Yukon Wealth Management, Inc.34,808$3.88M2.31%-1,42213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC34,686$3.86M0.17%+15,43313F-HRTimeline
Net Worth Advisory Group34,018$3.79M0.79%+73113F-HRTimeline
Csenge Advisory Group33,997$3.79M0.17%+24,41513F-HRTimeline
EVOKE WEALTH, LLC33,815$3.77M0.07%+8,94213F-HRTimeline
Shared Vision Wealth Group LLC33,781$3.76M1.53%+23,90713F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department33,692$3.75M1.94%+1,40513F-HRTimelineGroup
Midwest Capital Advisors, LLC33,458$3.73M1.74%+3,48113F-HRTimeline
Cornerstone Planning Group LLC31,009$3.71M0.49%+25,80113F-HRTimeline
W ADVISORS, LLC32,576$3.63M1.86%+8,37713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,949$3.56M0.08%-2,93913F-HRTimelineGroup
Perigon Wealth Management, LLC31,949$3.56M0.06%+3,67813F-HRTimeline
Quotient Wealth Partners, LLC31,696$3.53M0.09%+6,77913F-HRTimeline
Patten Group, Inc.31,598$3.52M0.61%+2,52013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding31,582$3.52M0Timeline
U.S. Capital Wealth Advisors, LLC31,506$3.51M0.09%-27,94813F-HRTimeline
McNaughton Wealth Management, LLC31,315$3.49M1.44%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS31,260$3.48M0.14%+2,24213F-HRTimelineGroup
Smartleaf Asset Management LLC32,098$3.46M0.12%-20,54913F-HRTimeline
McKinley Carter Wealth Services, Inc.31,010$3.45M0.2%-3,19713F-HRTimeline
RFG Advisory, LLC30,035$3.34M0.06%+13,98013F-HRTimeline
ShoreHaven Wealth Partners, LLC29,857$3.33M1.19%-1,45513F-HRTimeline
Retirement Wealth Solutions LLC29,340$3.27M2.06%+20,84813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.29,212$3.25M0.12%-23,85013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC29,096$3.24M0.02%+31813F-HRTimelineGroup
Maia Wealth LLC29,080$3.24M0.55%-1,68913F-HRTimeline
Disciplined Investments, LLC28,447$3.17M1.14%+51913F-HRTimeline
Vise Technologies, Inc.27,482$3.13M0.06%013F-HRTimeline
Concorde Asset Management, LLC27,590$3.07M1.51%+1,62013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,545$3.07M0.01%+11,09313F-HRTimelineGroup
Lantz Financial LLC27,384$3.05M0.63%+18,89213F-HRTimeline
Timmons Wealth Management, LLC26,962$3M2.85%+63013F-HRTimeline
Washington Trust Bank26,658$2.97M0.22%-36,34613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NAVELLIER & ASSOCIATES INC26,633$2.97M0.31%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,484$2.95M0.04%+10,72713F-HRTimelineGroup
Wealthspire Advisors, LLC26,428$2.94M0.02%-45113F-HRTimeline
FIRST AMERICAN TRUST, FSB26,390$2.94M0.2%-70713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…26,133$2.91M0.79%+8,18613F-HR/ATimeline
West Wealth Group, LLC26,097$2.91M0.57%-25,61213F-HRTimeline
JNBA Financial Advisors25,892$2.88M0.24%-1,96413F-HRTimeline
MMA ASSET MANAGEMENT LLC25,558$2.85M1%-9,21413F-HRTimeline
Jacksonville Wealth Management, LLC25,494$2.84M1.92%+4,73313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,225$2.81M<0.01%+1,88713F-HRTimelineGroup
Carnegie Investment Counsel25,077$2.79M0.05%+1,35113F-HRTimeline
Mutual Advisors, LLC24,909$2.77M0.06%-7,28913F-HRTimeline
Portfolio Resources Advisor Group, Inc.24,773$2.76M2.74%+24,63713F-HRTimeline
Ifrah Financial Services, Inc.24,325$2.71M0.72%-14013F-HRTimeline
Affiance Financial, LLC23,980$2.67M0.43%-2,29413F-HRTimeline
Shum Financial Group, Inc.23,904$2.66M1.88%+1,47813F-HRTimeline
Van Hulzen Asset Management, LLC23,813$2.65M0.2%+2813F-HRTimeline
Integrity Advisory Solutions, LLC23,678$2.64M0.35%+1,16413F-HRTimeline
Barden Capital Management, Inc.23,662$2.64M2.25%+1,23013F-HRTimeline
Arkadios Wealth Advisors23,562$2.62M0.04%+9,92613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC23,532$2.62M1.27%-7413F-HRTimeline
D.A. DAVIDSON & CO.23,442$2.61M0.02%+2,93113F-HRTimeline
Financial Engines Advisors L.L.C.23,319$2.6M0.01%-16913F-HRTimeline
Kovack Advisors, Inc.22,906$2.58M0.14%+11,41713F-HRTimeline
Foundation Wealth Management, LLC23,063$2.57M1.74%-5313F-HRTimeline
BlackDiamond Wealth Management, LLC22,938$2.55M1.23%+17,40613F-HRTimeline
TRUST POINT INC.22,777$2.54M0.22%+5,22813F-HRTimeline
Advus Financial Partners, LLC22,768$2.54M0.96%-2,29713F-HR/ATimeline
Mendel Capital Management LLC22,723$2.53M1.27%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC22,658$2.52M0.84%new13F-HRTimeline
TSA Wealth Managment LLC22,642$2.52M0.81%-3,92713F-HRTimeline
Auxano Advisors, LLC22,632$2.52M0.5%+19,97513F-HRTimeline
InvesTrust22,263$2.48M1.04%+51813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,205$2.47M<0.01%+1,29413F-HRTimelineGroup
Davis Wealth Advisors, LLC22,181$2.47M2.05%+16,26513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,130$2.46M0.05%-26513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC22,058$2.46M0.18%-66313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,027$2.45M0.27%-42313F-HRTimeline
Summit Financial, LLC21,915$2.44M0.03%+2,36613F-HRTimeline
Cornerstone Financial Management LLC21,870$2.44M2.23%+82413F-HR/ATimeline
Altura Wealth Advisors Inc.21,545$2.4M1.05%new13F-HRTimeline
Compound Planning, Inc.21,490$2.39M0.07%+2,23413F-HRTimeline
Stone Summit Wealth LLC21,157$2.36M0.66%+5,54813F-HRTimeline
Vestmark Advisory Solutions, Inc.20,873$2.32M0.03%+11,76113F-HRTimeline
Avestar Capital, LLC20,793$2.32M0.16%-23213F-HRTimeline
ONE Advisory Partners, LLC20,674$2.3M0.71%+69113F-HRTimeline
VANCE WEALTH, LLC20,612$2.3M0.66%-56513F-HRTimeline
Clear Creek Financial Management, LLC20,512$2.28M0.18%-35813F-HRTimeline
Polaris Investment Advisors, LLC20,185$2.25M1.64%+14,74313F-HRTimeline
Empire Life Investments Inc.19,633$2.23M0.14%-10,16713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,857$2.21M0.35%-24113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19,764$2.2M1.61%+8,71013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,683$2.19M0.03%+85013F-HRTimelineGroup
LifePlan Investment Advisors, Inc.19,657$2.19M0.86%+15,35513F-HRTimeline
Patton Albertson Miller Group, LLC19,590$2.18M0.26%-3,09813F-HRTimeline
Stonebrook Private Inc.19,577$2.18M0.46%-56713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,175$2.14M0.04%+17313F-HRTimelineGroup
One Capital Management, LLC19,109$2.13M0.06%-28113F-HRTimeline
Cannon Financial Strategists, Inc.19,087$2.13M0.28%-2713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,911$2.11M0.07%+2,52113F-HRTimelineGroup
Tanglewood Wealth Management, Inc.18,883$2.1M0.17%-1,48913F-HRTimeline
BLALOCK WILLIAMS, LLC18,794$2.09M1.62%+16,91113F-HRTimeline
Clayton Financial Group LLC18,595$2.07M1.06%+2,28913F-HRTimeline
Composition Wealth, LLC18,288$2.04M0.03%+11,40413F-HRTimeline
Penobscot Investment Management Company…18,252$2.03M0.16%013F-HRTimeline
OBSIDIAN CIO, LLC18,170$2.02M1.82%new13F-HRTimeline
Commonwealth Retirement Investments LLC17,972$2M0.62%+17,13013F-HRTimeline
Lansing Street Advisors17,780$1.98M0.5%-19613F-HRTimeline
Visionary Wealth Advisors17,710$1.97M0.09%-3313F-HRTimeline
Gen-Wealth Partners Inc17,660$1.97M0.62%+4,10113F-HRTimeline
Keel Point, LLC17,522$1.95M0.13%+15513F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,490$1.95M0.53%013F-HRTimeline
MKD WEALTH COACHES, LLC17,434$1.94M1.91%-74213F-HRTimeline
Focus Financial Network, Inc.17,326$1.93M0.07%-36,74113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,204$1.92M0.45%013F-HRTimeline
Allegheny Financial Group17,188$1.91M0.26%+34313F-HRTimeline
Keystone Wealth Services, LLC16,987$1.89M0.4%+36813F-HRTimeline
BCU Wealth Advisors, LLC16,963$1.89M0.7%+14,28613F-HRTimeline
GTS SECURITIES LLC16,787$1.87M0.07%-7,76713F-HRTimeline
Private Wealth Asset Management, LLC16,764$1.87M0.2%+1,37813F-HRTimeline
Axis Wealth Partners, LLC16,513$1.84M0.98%-64313F-HRTimeline
BridgePort Financial Solutions, LLC16,210$1.81M0.51%+10,32113F-HRTimeline
Horst & Graben Wealth Management LLC15,184$1.8M0.25%+34213F-HRTimeline
Paladin Advisory Group, LLC16,047$1.79M1.36%+1313F-HRTimeline
WealthPlan Investment Management, LLC15,808$1.76M0.1%-1,03813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,673$1.75M<0.01%+1,64613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,662$1.74M0.08%-70813F-HRTimeline
Cornerstone Wealth, LLC/TN14,847$1.74M0.98%13F-HRTimeline
Sequoia Financial Advisors, LLC15,575$1.73M0.01%+1,79413F-HRTimeline
Strata Wealth Advisors, LLC15,464$1.72M0.47%-1413F-HRTimeline
Midwest Trust Co15,450$1.72M0.02%+14513F-HRTimeline
Triad Wealth Partners, LLC15,346$1.71M0.14%+3,03613F-HRTimeline
Embree Financial Group15,151$1.69M0.2%-3,18313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,059$1.68M0.11%013F-HRTimeline
Ironwood Investment Counsel, LLC15,027$1.67M0.24%+17213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,911$1.66M0.11%+4,63013F-HRTimeline
Wescott Financial Advisory Group, LLC14,766$1.64M0.14%+1,68713F-HRTimeline
Kingsview Wealth Management, LLC14,704$1.64M0.02%+3,24313F-HRTimeline
Sowell Financial Services LLC14,435$1.61M0.06%-1,30013F-HRTimeline
FIRST HORIZON CORP14,125$1.57M0.07%-1813F-HRTimeline
Able Wealth Management LLC14,023$1.56M0.42%+12,00413F-HRTimeline
J.M. Arbour, LLC13,919$1.55M1.49%new13F-HRTimeline
WEDBUSH SECURITIES INC13,901$1.55M0.05%+2,83113F-HRTimeline
MATHER GROUP, LLC.13,891$1.55M0.02%+17713F-HRTimeline
SGL Investment Advisors, Inc.12,646$1.54M0.58%+1,70013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC13,705$1.53M0.64%-12413F-HRTimeline
Dynamic Financial Group13,701$1.53M1.25%-813F-HRTimeline
Pachira Investments Inc.13,652$1.52M0.71%+1713F-HRTimeline
Valeo Financial Advisors, LLC13,615$1.52M0.04%+9013F-HRTimeline
Physician Wealth Advisors, Inc.13,413$1.49M0.21%-76213F-HRTimeline
VALLEY NATIONAL ADVISERS INC13,391$1.49M0.19%+21613F-HRTimeline
5T Wealth, LLC13,314$1.48M0.59%-3,38013F-HRTimeline