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Disclosery

EFG ISHARES TR

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ETF (fund)

1,049 managers (1,063 13F filers) reported a position in EFG shares at 2026-06-30, 121,021,487 shares in all. 93 filers opened a position and 51 filers sold out during the quarter.

Managers
1,049
13F filers
1,063
New
93
Added
479
Reduced
292
Sold out
51
Shares held by filers
121,021,487

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Horst & Graben Wealth Management LLC14,596$1.79M0.24%-58813F-HRTimeline
J.M. Arbour, LLC14,332$1.78M1.54%+41313F-HRTimeline
EFG International AGin group EFG International AG14,197$1.77M0.03%+2,30513F-HRTimelineGroup
MATHER GROUP, LLC.14,055$1.75M0.02%+16413F-HRTimeline
Embree Financial Group13,969$1.74M0.17%-1,18213F-HRTimeline
Daviman Financial, LLC13,961$1.74M0.96%+12,13813F-HRTimeline
Valeo Financial Advisors, LLC13,898$1.73M0.04%+28313F-HRTimeline
Physician Wealth Advisors, Inc.13,869$1.73M0.21%+45613F-HRTimeline
Pachira Investments Inc.13,742$1.71M0.65%+9013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC13,681$1.7M0.64%-2413F-HRTimeline
Sigma Planning Corp13,546$1.69M0.04%+5,45013F-HRTimeline
Rehmann Capital Advisory Group13,492$1.68M0.08%+4,45113F-HRTimeline
IFG Advisory, LLC13,390$1.67M0.06%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC13,387$1.67M0.19%-413F-HRTimeline
KM Capital Management Ltd.13,385$1.67M0.78%new13F-HRTimeline
First Heartland Consultants, Inc.13,204$1.64M0.11%new13F-HRTimeline
Synergy Investment Management, LLC13,189$1.64M0.4%+1,18413F-HRTimeline
HB Wealth Management, LLC12,959$1.61M0.01%+84413F-HRTimeline
Capital Investment Management, Inc.12,852$1.6M0.49%+1,37413F-HRTimeline
WEDBUSH SECURITIES INC12,722$1.58M0.04%-1,17913F-HRTimeline
APS Management Group, Inc.12,618$1.57M1.21%-13013F-HRTimeline
Hardy Reed LLC12,520$1.56M0.1%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,452$1.55M0.02%new13F-HR/ATimeline
McAdam, LLC12,438$1.55M0.06%-26,11313F-HRTimeline
Bison Wealth, LLC12,359$1.55M0.14%+89013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,415$1.54M0.08%+9013F-HRTimeline
JFS WEALTH ADVISORS, LLC12,409$1.54M0.08%+16913F-HRTimeline
Wingate Wealth Advisors, Inc.12,387$1.54M0.68%-32213F-HRTimeline
5T Wealth, LLC12,317$1.53M0.57%-99713F-HRTimeline
Dynamic Financial Group12,303$1.53M1.16%-1,39813F-HRTimeline
STAGE HARBOR FINANCIAL, LLC12,077$1.5M0.87%+3,36713F-HRTimeline
BEACON FINANCIAL PLANNING, INC11,927$1.48M0.5%+24013F-HRTimeline
Duncan Williams Asset Management, LLC11,862$1.48M0.33%+1813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,562$1.44M0.22%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,416$1.42M0.08%-3,49513F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,267$1.4M0.11%+3113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,254$1.4M0.8%+4,05913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,166$1.39M0.02%-1,05013F-HRTimelineGroup
Claro Advisors Inc.11,103$1.38M0.14%-1,38813F-HRTimeline
Balefire, LLC11,094$1.38M0.23%+8,28413F-HRTimeline
Spectrum Planning & Advisory Services I…11,088$1.38M0.62%+6,82513F-HRTimeline
PINNACLE ASSOCIATES LTD11,053$1.38M0.02%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.37M0.08%013F-HRTimelineGroup
Mechanics Bank Trust Department11,003$1.37M0.17%-70113F-HRTimeline
SAGE FINANCIAL GROUP INC10,982$1.37M0.08%+1,82113F-HRTimeline
Arcadia Wealth Management, LLC10,883$1.35M0.43%+1,35113F-HRTimeline
Vantus Wealth LLC10,760$1.34M0.72%13F-HRTimeline
Caliber Wealth Management, LLC / KS10,734$1.34M0.13%+53113F-HRTimeline
Signal Advisors Wealth, LLC10,675$1.33M0.07%-22013F-HRTimeline
Kovack Advisors, Inc.10,615$1.31M0.06%-12,29113F-HRTimeline
Plancorp, LLC10,846$1.31M0.03%+6,37613F-HRTimeline
Verdence Capital Advisors LLC10,485$1.3M0.07%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,449$1.3M<0.01%013F-HRTimeline
Raleigh Capital Management Inc.10,379$1.29M0.41%+45813F-HRTimeline
SAX WEALTH ADVISORS, LLC11,405$1.27M0.05%-34313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,208$1.27M0.01%+88013F-HRTimeline
Mayflower Financial Advisors, LLC10,185$1.27M0.11%-59213F-HRTimeline
Sovereign Financial Group, Inc.10,151$1.26M0.19%-4913F-HRTimeline
Parallel Advisors, LLC10,142$1.26M0.02%+22113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,132$1.26M0.11%+2,39513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC10,112$1.26M0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB10,063$1.25M0.03%013F-HRTimeline
HORAN Wealth, LLC10,015$1.25M0.16%+1,84413F-HR/ATimeline
Facet Wealth, Inc.10,010$1.25M0.02%-5413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,981$1.24M<0.01%+94113F-HRTimelineGroup
American State Bank (Iowa)9,974$1.24M0.5%+35313F-HRTimeline
Canvas Wealth Advisors, LLC9,962$1.24M0.17%+20813F-HRTimeline
Archer Investment Management, LLC9,843$1.22M0.42%+41513F-HRTimeline
Mainstream Capital Management LLC9,832$1.22M0.74%-1013F-HRTimeline
First Citizens Financial Corp9,822$1.22M0.51%+2,05913F-HRTimeline
Quest 10 Wealth Builders, Inc.9,716$1.21M0.94%+45313F-HRTimeline
Accelerate Investment Advisors LLC9,616$1.2M0.69%+1,80313F-HRTimeline
Wealthfront Advisers LLC9,529$1.19M<0.01%-43213F-HRTimeline
DAVENPORT & Co LLC9,473$1.18M0.01%+94413F-HRTimeline
Interchange Capital Partners, LLC9,425$1.17M0.22%-2,07513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.9,405$1.17M0.89%+2813F-HRTimeline
Robertson Stephens Wealth Management, L…9,396$1.17M0.03%-1,31613F-HRTimeline
Triad Wealth Partners, LLC9,557$1.17M0.07%-5,78913F-HRTimeline
Balance Wealth Partners LLC9,362$1.16M0.31%-42313F-HRTimeline
Sherman Wealth Management LLC9,261$1.15M0.87%+6213F-HRTimeline
Calydon Capital9,234$1.15M0.17%+7213F-HRTimeline
Aspire Private Capital, LLC9,175$1.14M0.24%+28013F-HRTimeline
Gotham Asset Management, LLC9,156$1.14M<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,090$1.13M0.41%-613F-HRTimeline
Avantax Planning Partners, Inc.9,056$1.13M0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,991$1.12M0.01%+35213F-HRTimelineGroup
Hutchens & Kramer Investment Management…8,905$1.11M0.3%-34513F-HRTimeline
Meridian Wealth Management, LLC8,886$1.11M0.03%-50713F-HRTimeline
Centurion Wealth Management LLC8,806$1.1M0.26%+29713F-HRTimeline
PRIVATE TRUST CO NA8,772$1.09M0.09%+76613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,771$1.09M0.01%-1,33013F-HRTimeline
Lifeworks Advisors, LLC8,728$1.09M0.11%+46413F-HRTimeline
Mosley Wealth Management8,697$1.08M0.34%-32,09513F-HRTimeline
Alta Wealth Advisors LLC8,694$1.08M0.29%+1,63513F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,654$1.08M0.23%+20113F-HRTimeline
LVW Advisors, LLC8,629$1.07M0.09%-26013F-HRTimeline
Western Wealth Management, LLC8,610$1.07M0.04%-5913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,583$1.07M0.02%+1,90713F-HRTimelineGroup
CIBC WORLD MARKET INC.8,441$1.05M<0.01%+14413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,437$1.05M0.2%+6513F-HRTimeline
BIP Wealth, LLC8,351$1.04M0.03%+10813F-HRTimeline
Barnes Wealth Management Group, Inc8,333$1.04M0.48%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,317$1.03M0.32%-13013F-HRTimeline
Taylor & Morgan Wealth Management, LLC8,209$1.02M0.5%-73013F-HRTimeline
Global Wealth Management Investment Adv…8,190$1.02M0.15%-93713F-HRTimeline
Asempa Wealth Advisors8,172$1.02M0.78%+11413F-HRTimeline
Braun-Bostich & Associates Inc.8,124$1.01M0.56%new13F-HRTimeline
Milestone Investment Advisors LLC8,114$1.01M0.22%013F-HRTimeline
Causey Wealth LLC8,055$1M0.39%-20713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,049$1M0.2%+34913F-HRTimeline
Pointe Capital Management LLC8,026$999K0.45%+1,17813F-HRTimeline
Targeted Financial Services LLC7,956$990K0.73%-10213F-HRTimeline
Advocacy Wealth Management, LLC7,909$984K0.04%-69213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,906$984K0.07%+17613F-HRTimeline
WASHINGTON TRUST Co7,895$982K0.03%+31213F-HRTimeline
Jacobi Capital Management LLC7,868$979K0.05%-48713F-HRTimeline
GGM Financial LLC7,846$976K0.37%+42713F-HRTimeline
Sound Financial Strategies Group, LLC7,798$970K0.62%+3513F-HRTimeline
Berger Financial Group, Inc7,783$968K0.05%-1513F-HRTimeline
James J. Burns & Company, LLC7,751$964K0.1%-15813F-HRTimeline
Madden Advisory Services, Inc.7,747$964K0.35%-5013F-HRTimeline
Fragasso Financial Advisors Inc7,689$957K0.05%+1113F-HRTimeline
Palisade Asset Management, LLC7,684$956K0.09%013F-HRTimeline
UNIQUE WEALTH, LLC7,581$943K0.11%+32513F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,541$938K0.04%-8013F-HRTimeline
Lloyd Advisory Services, LLC.7,478$930K0.36%-110,22413F-HRTimeline
LMCG INVESTMENTS, LLC7,448$927K0.05%+49013F-HRTimeline
Klingman & Associates, LLC7,325$911K0.04%-5813F-HRTimeline
Financial Perspectives, Inc7,312$910K0.22%+88613F-HRTimeline
Latitude Advisors, LLC7,273$905K0.36%-49213F-HRTimeline
Prospera Financial Services Inc7,175$893K0.01%-5213F-HRTimeline
SWP FINANCIAL LLC7,173$892K0.41%new13F-HRTimeline
Noble Family Wealth, LLC7,160$891K0.16%013F-HRTimeline
Koss-Olinger Consulting, LLC7,123$886K0.07%-62,11913F-HRTimeline
NORTHLAND SECURITIES, INC.7,110$885K0.52%+36713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,080$881K0.09%-76413F-HRTimeline
Copia Wealth Management7,051$877K0.53%-2113F-HRTimeline
Net Worth Advisory Group7,032$875K0.22%-26,98613F-HRTimeline
RCS Financial Planning, LLC7,023$874K0.41%+1313F-HRTimeline
Confluence Wealth Services, Inc.6,963$866K0.02%+67513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC6,940$863K0.03%013F-HRTimelineGroup
Americana Partners, LLC6,914$860K0.02%-1713F-HRTimeline
Godfrey Financial Associates, Inc.6,912$860K0.66%-4,07613F-HRTimeline
KINTRA WEALTH, LLC6,757$859K0.04%+1,01613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,860$854K0.02%+4,36013F-HRTimelineGroup
PFG Advisors6,842$851K0.04%+7613F-HRTimeline
Diversified Enterprises, LLC6,823$849K0.04%-76013F-HRTimeline
SilverOak Wealth Management LLC6,805$847K0.11%-20113F-HRTimeline
Independent Advisor Alliance6,800$846K0.02%-37,60013F-HRTimeline
Semus Wealth Partners LLC6,793$845K0.41%+80613F-HRTimeline
Redhawk Wealth Advisors, Inc.6,719$836K0.08%new13F-HRTimeline
Central Pacific Bank - Trust Division6,715$835K0.08%013F-HRTimeline
OMNI 360 Wealth, Inc.6,698$833K0.39%+4713F-HRTimeline
Argent Trust Co6,687$832K0.02%+71313F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC6,674$830K0.1%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,657$828K0.04%+3213F-HRTimelineGroup
ROCKLAND TRUST CO6,641$826K0.03%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,569$817K0.01%-44913F-HRTimeline
Keystone Financial Group6,565$817K0.05%+1,94213F-HRTimeline
FLP Wealth Management, LLC6,539$814K1.45%+80813F-HRTimeline
DIVERSIFIED TRUST CO6,254$778K0.01%+2,50713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,251$778K0.01%+25113F-HRTimeline
ASL Financial, LLC6,220$774K0.55%+27313F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,206$773K0.21%-713F-HRTimeline
Tassel Capital Management, Inc.6,131$763K0.36%+9113F-HRTimeline
EASTERN BANK6,117$761K0.01%-48613F-HRTimeline
Avantra Family Wealth, Inc.6,028$750K0.48%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,021$749K0.31%-18513F-HRTimeline
BAYBAN5,997$746K0.57%013F-HRTimeline
EWA, LLC5,994$746K0.14%-34513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,958$741K0.07%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC5,932$738K0.04%013F-HRTimeline
Evercore Wealth Management, LLC5,864$730K0.01%+8913F-HRTimeline
Skyline Advisors, Inc.5,851$728K0.23%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,822$724K0.02%+2,00513F-HRTimelineGroup
Caprock Group, LLC5,777$719K0.01%-4,92913F-HRTimeline
KPP Advisory Services LLC5,713$711K0.09%-1,43413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,690$708K0.01%+1,12913F-HR/ATimeline
Vision Retirement, LLC5,671$706K0.17%+1,45713F-HRTimeline
Scarborough Advisors, LLC5,706$705K0.08%-63613F-HRTimeline
Bogart Wealth, LLC5,656$704K0.02%+1,01813F-HRTimeline
Institute for Wealth Management, LLC.5,623$700K0.06%-79013F-HRTimeline
Haverford Trust Co5,593$696K0.01%+3,68313F-HRTimeline
Sentinel Advisory Group, LLC5,590$696K0.28%013F-HRTimeline
TD Waterhouse Canada Inc.5,577$694K<0.01%+913F-HRTimeline
Legacy Wealth Partners, LLC5,535$689K0.15%+85813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,526$688K0.02%-2,13713F-HRTimelineGroup
Schneider Downs Wealth Management Advis…5,471$681K0.06%013F-HRTimeline
Legacy Edge Advisors, LLC5,470$681K0.06%+20213F-HR/ATimeline
Betterment LLC5,460$679K<0.01%+37013F-HRTimeline
Birch Hill Investment Advisors LLC5,450$678K0.03%013F-HRTimeline
WORLD EQUITY GROUP, INC.5,388$670K0.15%+5413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,335$664K0.01%+30513F-HRTimelineGroup
ALERUS FINANCIAL NA5,326$663K0.03%013F-HRTimeline
Kelman-Lazarov, Inc.5,295$659K0.09%013F-HRTimeline
Independence Bank of Kentucky5,266$655K0.07%013F-HRTimeline
Montecito Bank & Trust5,156$642K0.1%-25613F-HRTimeline
Choate Investment Advisors5,148$641K0.01%013F-HRTimeline
Decker Retirement Planning Inc.5,138$639K0.22%-19713F-HRTimeline
Patriot Financial Group Insurance Agenc…5,123$637K0.07%-4,88913F-HRTimeline