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Disclosery

EFG ISHARES TR

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ETF (fund)

980 managers (990 13F filers) reported a position in EFG shares at 2024-12-31, 148,421,920 shares in all. 69 filers opened a position and 51 filers sold out during the quarter.

Managers
980
13F filers
990
New
69
Added
496
Reduced
221
Sold out
51
Shares held by filers
148,421,920

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Ascent Group, LLCin group Ascent Group, LLC17,446$1.69M0.13%-4,72713F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC17,435$1.69M1%-8,74113F-HRTimeline
Merkkuri Wealth Advisors LLC17,413$1.69M1.33%+2,82413F-HRTimeline
BridgePort Financial Solutions, LLC16,459$1.68M0.76%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,345$1.68M0.58%013F-HRTimeline
NWAM LLC17,299$1.68M0.1%+5,49413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,200$1.67M0.41%013F-HRTimeline
Capital A Wealth Management, LLC17,140$1.66M2.75%13F-HRTimeline
OMNI 360 Wealth, Inc.16,999$1.65M1.09%+1,26313F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED16,903$1.64M0.15%-1,55913F-HRTimeline
Sigma Planning Corp16,855$1.63M0.05%+52913F-HRTimeline
Jacksonville Wealth Management, LLC16,853$1.63M1.52%13F-HRTimeline
Wealthspire Advisors, LLC16,798$1.63M0.02%+12,58913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC16,778$1.62M0.79%-4913F-HRTimeline
InvesTrust16,488$1.6M0.44%13F-HRTimeline
CENTAURUS FINANCIAL, INC.16,232$1.57M0.1%+43913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding16,127$1.56M-14,145Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,935$1.54M0.13%-4,55413F-HRTimeline
STOCK YARDS BANK & TRUST CO15,917$1.54M0.05%+1,50913F-HRTimeline
Mechanics Bank Trust Department15,780$1.53M0.2%-8,77313F-HRTimeline
Shum Financial Group, Inc.15,671$1.52M1.31%+1,15913F-HRTimeline
Diversified Enterprises, LLC15,659$1.52M0.15%+1,88613F-HRTimeline
Paladin Advisory Group, LLC15,599$1.51M1.16%+24713F-HRTimeline
MGO ONE SEVEN LLC15,367$1.49M0.06%-1,41613F-HRTimeline
Raleigh Capital Management Inc.15,142$1.47M0.57%+2,05713F-HRTimeline
Emergent Wealth Advisors, LLC15,124$1.46M1.06%+20113F-HRTimeline
Keystone Wealth Services, LLC15,076$1.46M0.39%+87613F-HRTimeline
Allegheny Financial Group14,993$1.45M0.37%+2,12113F-HRTimeline
Advisors Capital Management, LLC14,939$1.45M0.02%+4913F-HRTimeline
Ridgeline Wealth, LLC14,893$1.44M1.18%13F-HRTimeline
Axis Wealth Partners, LLC14,680$1.42M1.2%13F-HRTimeline
Elios Financial Group Inc.14,664$1.42M0.67%+4013F-HRTimeline
Clark Capital Management Group, Inc.14,624$1.42M0.01%-48013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,610$1.41M<0.01%+2,94413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …14,606$1.41M0.11%+2,21113F-HR/ATimeline
Keel Point, LLC14,572$1.41M0.11%+72313F-HRTimeline
Maiden Cove Capital, LLC14,452$1.4M1.31%+6,63813F-HRTimeline
SCS Capital Management LLC14,390$1.39M0.03%+1,02113F-HRTimeline
Causey Wealth LLC14,253$1.38M0.8%13F-HRTimeline
Anchor Pointe Wealth Management, LLC14,052$1.36M1.77%13F-HRTimeline
Aspire Private Capital, LLC14,033$1.36M0.34%+2,30613F-HRTimeline
Dynamic Financial Group14,022$1.36M1.38%13F-HRTimeline
Penobscot Investment Management Company…13,910$1.35M0.12%-53513F-HRTimeline
NorthCoast Asset Management LLC13,852$1.34M0.01%+17013F-HR/ATimeline
Hardy Reed LLC13,846$1.34M0.12%+37613F-HRTimeline
Cooper Financial Group13,820$1.34M0.16%+3,33213F-HRTimeline
FINANCIAL COUNSELORS INC13,793$1.34M0.02%-1,37013F-HRTimeline
Ironwood Investment Counsel, LLC13,735$1.33M0.23%+813F-HRTimeline
Addison Capital Co13,667$1.32M0.53%+3,80313F-HRTimeline
Meridian Wealth Management, LLC13,471$1.3M0.06%+4,79413F-HRTimeline
SOL Capital Management CO13,305$1.29M0.14%+31513F-HRTimeline
Pachira Investments Inc.13,251$1.29M0.79%+9413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,184$1.28M0.01%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd13,160$1.27M0.03%new13F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…13,069$1.26M0.48%13F-HRTimeline
FIDUCIENT ADVISORS LLC13,013$1.26M0.16%+8,81913F-HRTimeline
Dentgroup LLC12,834$1.24M0.95%+3,08913F-HRTimeline
Mendel Capital Management LLC12,815$1.24M0.75%-34513F-HRTimeline
Washington Trust Bank12,681$1.23M0.12%+7,17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Seneca Financial Advisors LLC12,627$1.22M0.61%-2,05313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,606$1.22M0.02%-14313F-HRTimelineGroup
Duncan Williams Asset Management, LLC12,588$1.22M0.48%+88613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,499$1.21M<0.01%+1,76513F-HRTimelineGroup
Tempus Wealth Planning, LLC12,485$1.21M0.37%+1,14013F-HRTimeline
Provident Wealth Management, LLC12,406$1.2M0.4%-84913F-HRTimeline
Arcadia Wealth Management, LLC12,159$1.18M0.6%+8213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/12,000$1.16M<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,955$1.16M0.04%-19,49113F-HRTimelineGroup
Dakota Wealth Management11,955$1.16M0.03%new13F-HRTimeline
RDA Financial Network11,953$1.16M0.34%+4,27713F-HRTimeline
AMG National Trust Bank11,841$1.15M0.03%-64013F-HRTimeline
Bison Wealth, LLC11,804$1.14M0.25%-18,84913F-HRTimeline
Wilmington Savings Fund Society, FSB11,776$1.14M0.02%+2913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding11,755$1.14M+3,352Timeline
WealthTrak Capital Management LLC11,720$1.13M0.96%13F-HRTimeline
Latitude Advisors, LLC11,716$1.13M0.64%+2,67113F-HRTimeline
Beacon Financial Advisory LLC11,713$1.13M0.37%+1,45113F-HRTimeline
Kingsview Wealth Management, LLC11,660$1.13M0.02%+2,12113F-HRTimeline
Milestone Investment Advisors LLC11,595$1.12M0.3%-57513F-HRTimeline
Institute for Wealth Management, LLC.11,575$1.12M0.14%+18513F-HRTimeline
Cook Wealth, LLC10,912$1.11M0.52%+1,06113F-HRTimeline
EVOKE WEALTH, LLC11,307$1.09M0.03%-1,07413F-HRTimeline
PINNACLE ASSOCIATES LTD11,286$1.09M0.01%-30013F-HRTimeline
Mainstream Capital Management LLC11,242$1.09M0.76%+30513F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,212$1.09M0.1%-24813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,124$1.08M<0.01%new13F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.07M0.1%013F-HRTimelineGroup
Arkadios Wealth Advisors11,008$1.07M0.06%+85413F-HRTimeline
Avantra Family Wealth, Inc.10,972$1.06M0.99%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC10,934$1.06M0.59%+1,76113F-HRTimeline
Prospera Financial Services Inc10,807$1.05M0.02%+6,33913F-HRTimeline
Waterway Wealth Management, LLC10,778$1.04M0.46%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,735$1.04M<0.01%+55713F-HRTimelineGroup
Jacobi Capital Management LLC10,706$1.04M0.08%+79513F-HRTimeline
VALLEY NATIONAL ADVISERS INC10,640$1.03M0.18%+7613F-HRTimeline
Rehmann Capital Advisory Group10,609$1.03M0.07%-33,47813F-HRTimeline
PRIVATE TRUST CO NA10,548$1.02M0.1%+40113F-HRTimeline
Valeo Financial Advisors, LLC10,529$1.02M0.03%-91613F-HRTimeline
Semmax Financial Advisors Inc.9,702$1.02M0.27%+2,04213F-HRTimeline
Catalina Capital Group, LLC10,487$1.02M0.33%+1,32513F-HRTimeline
SOFI WEALTH, LLC10,485$1.02M0.07%new13F-HRTimeline
BIP Wealth, LLC10,372$1M0.07%-6713F-HRTimeline
Global Wealth Management Investment Adv…10,263$994K0.2%-14413F-HRTimeline
Larson Financial Group LLC10,214$989K0.05%-1,65013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,075$976K0.02%new13F-HRTimeline
Optivise Advisory Services LLC10,066$975K0.53%+25113F-HRTimeline
Stone Summit Wealth LLC9,888$957K0.32%+19613F-HRTimeline
Atlatl Advisers LLC9,854$954K0.56%13F-HRTimeline
Two West Capital Advisors LLC9,845$953K0.82%+1,31713F-HRTimeline
Compound Planning, Inc.9,844$953K0.05%+1,54913F-HRTimeline
Resurgent Financial Advisors LLC9,810$950K0.56%+2,89913F-HRTimeline
Canopy Partners, LLC9,791$948K0.36%-6013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,787$948K0.01%+3113F-HRTimelineGroup
Accelerate Investment Advisors LLC9,693$939K0.83%+2,56313F-HRTimeline
Lifeworks Advisors, LLC9,668$936K0.17%+88713F-HRTimeline
American State Bank (Iowa)9,667$936K0.56%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,601$930K0.02%+1,33313F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,565$926K0.06%new13F-HRTimeline
Peninsula Wealth, LLC9,455$916K0.16%-2,34713F-HRTimeline
Golden State Wealth Management, LLC9,445$915K0.14%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,397$910K0.05%+2,49913F-HRTimelineGroup
IEQ CAPITAL, LLC9,351$905K0.01%+5813F-HRTimeline
ROCKLAND TRUST CO9,270$898K0.05%+4,27813F-HRTimeline
Transce3nd, LLC9,250$896K0.3%13F-HRTimeline
OLD NATIONAL BANCORP /IN/9,173$888K0.02%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC9,160$887K0.22%new13F-HRTimeline
DIVERSIFIED TRUST CO9,153$886K0.02%+2,52013F-HRTimeline
WORLD EQUITY GROUP, INC.9,151$886K0.19%+4,33513F-HRTimeline
Avantax Planning Partners, Inc.9,137$885K0.03%+2113F-HRTimeline
Wescott Financial Advisory Group, LLC9,105$882K0.09%+1,32113F-HRTimeline
CIBC WORLD MARKET INC.9,081$879K<0.01%-47913F-HRTimeline
Sequoia Financial Advisors, LLC9,051$876K0.01%-22513F-HR/ATimeline
Sound Income Strategies, LLC9,018$873K0.05%+2,89513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,014$873K0.25%-4113F-HRTimeline
Legacy Wealth Asset Management, LLC8,933$865K0.24%+6,34613F-HRTimeline
Calydon Capital8,930$865K0.17%+6313F-HRTimeline
James J. Burns & Company, LLC8,813$853K0.15%+3113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,763$849K<0.01%-1,09413F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.8,740$846K0.84%+25113F-HRTimeline
WR Wealth Planners, LLC8,712$844K0.27%-11,06313F-HRTimeline
VestGen Investment Management8,661$839K0.23%-57813F-HRTimeline
Lloyd Advisory Services, LLC.8,525$825K0.39%+1,04013F-HRTimeline
Watchman Group, Inc.8,484$822K0.22%+52513F-HRTimeline
Quest 10 Wealth Builders, Inc.8,452$818K0.81%13F-HRTimeline
First Citizens Financial Corp8,375$811K0.44%+12713F-HRTimeline
Armstrong, Fleming & Moore, Inc8,371$811K0.49%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,367$810K0.04%+2,86213F-HR/ATimelineGroup
Fragasso Financial Advisors Inc8,348$808K0.06%-86413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,255$799K0.22%013F-HRTimeline
Legacy Edge Advisors, LLC8,233$799K0.13%+1,53313F-HRTimeline
BEACON FINANCIAL GROUP8,238$798K0.09%+1,37213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,183$792K0.05%+75713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,159$790K0.19%+5813F-HRTimeline
Parallel Advisors, LLC8,154$790K0.02%+70913F-HRTimeline
WEDBUSH SECURITIES INC8,136$788K0.03%+1,62813F-HRTimeline
Evensky & Katz LLC8,059$780K0.05%+4613F-HRTimeline
Palisade Asset Management, LLC8,031$778K0.08%-113F-HRTimeline
Horan Securities, Inc.8,017$776K0.29%-68413F-HRTimeline
Semus Wealth Partners LLC7,988$773K0.51%+1,82913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,966$771K0.65%+1,64713F-HRTimeline
SYNOVUS FINANCIAL CORP7,725$748K0.01%-1613F-HRTimeline
Canvas Wealth Advisors, LLC7,686$744K0.19%+47813F-HRTimeline
Copia Wealth Management7,654$741K0.71%13F-HRTimeline
SAX WEALTH ADVISORS, LLC7,583$734K0.06%+9713F-HRTimeline
Quadcap Wealth Management, LLC7,504$727K0.11%-55113F-HRTimeline
Chicago Partners Investment Group LLC7,371$722K0.02%-6413F-HRTimeline
HRT FINANCIAL LP7,450$721K<0.01%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,424$719K0.73%+19713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,409$717K0.09%+50313F-HRTimeline
RHS Financial, LLC7,386$715K0.37%+1,35813F-HRTimeline
Magnus Financial Group LLC7,381$715K0.07%+1,90013F-HRTimeline
Cornerstone Wealth Advisors, Inc.7,355$712K0.2%+8013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,334$710K0.3%+1,02013F-HRTimeline
Wealthfront Advisers LLC7,187$696K<0.01%+83213F-HR/ATimeline
Noble Family Wealth, LLC7,160$695K0.19%013F-HRTimeline
LMCG INVESTMENTS, LLC7,173$695K0.04%-1,07313F-HRTimeline
LGT Financial Advisors LLC7,168$694K1.54%+1,32213F-HRTimeline
GeoWealth Management, LLC7,113$689K0.02%+80113F-HRTimeline
TRUE Private Wealth Advisors7,046$682K0.08%-8,83913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,992$677K0.4%+53013F-HRTimeline
Schneider Downs Wealth Management Advis…6,984$676K0.13%013F-HRTimeline
Legacy Financial Advisors, Inc.6,950$673K0.11%new13F-HRTimeline
Integrated Advisors Network LLC6,945$672K0.03%+91113F-HRTimeline
LexAurum Advisors, LLC6,842$662K0.13%+15413F-HRTimeline
MSH Capital Advisors LLC6,813$660K0.21%+92913F-HRTimeline
Lantern Wealth Advisors, LLC6,757$654K0.42%+1,13613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,739$653K0.04%-1,20413F-HRTimelineGroup
SAGE FINANCIAL GROUP INC6,666$645K0.05%-21513F-HRTimeline
Wingate Wealth Advisors, Inc.6,658$645K0.63%13F-HRTimeline
SGL Investment Advisors, Inc.6,246$645K0.32%+31113F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,649$644K0.03%-34813F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,620$641K0.16%-1,09613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC6,440$624K0.01%013F-HRTimeline
WASHINGTON TRUST Co6,386$618K0.02%013F-HRTimeline
Advisory Alpha, LLC6,263$606K0.02%-4413F-HRTimeline
FSC Wealth Advisors, LLC6,263$606K0.39%+1,63113F-HRTimeline
DAVENPORT & Co LLC6,208$601K<0.01%+1,02813F-HRTimeline
FLP Wealth Management, LLC6,187$599K1.53%13F-HRTimeline
Leisure Capital Management6,145$595K0.23%+1,75713F-HRTimeline
Pallas Capital Advisors LLC6,140$595K0.03%+43713F-HRTimeline