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Disclosery

EFG ISHARES TR

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ETF (fund)

961 managers (970 13F filers) reported a position in EFG shares at 2025-03-31, 108,166,253 shares in all. 60 filers opened a position and 72 filers sold out during the quarter.

Managers
961
13F filers
970
New
60
Added
230
Reduced
517
Sold out
72
Shares held by filers
108,166,253

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TRUSTMARK BANK TRUST DEPARTMENT15,059$1.51M0.11%-3,00013F-HRTimeline
SCS Capital Management LLC15,057$1.51M0.02%+66713F-HR/ATimeline
SUTTON PLACE INVESTORS LLC15,035$1.5M1.01%-8,06213F-HRTimeline
Cyndeo Wealth Partners, LLC14,874$1.49M0.1%-11,21913F-HRTimeline
Mendel Capital Management LLC14,860$1.49M0.9%+2,04513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC14,750$1.47M0.85%-2,68513F-HRTimeline
Clark Capital Management Group, Inc.14,590$1.46M0.01%-3413F-HRTimeline
Keystone Wealth Services, LLC14,547$1.45M0.39%-52913F-HRTimeline
Axis Wealth Partners, LLC14,456$1.45M1.07%-22413F-HRTimeline
Allegheny Financial Group14,452$1.45M0.37%-54113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,424$1.44M<0.01%-18613F-HRTimelineGroup
GWN SECURITIES INC.14,314$1.43M0.08%new13F-HRTimeline
Balance Wealth Partners LLC14,230$1.42M0.92%13F-HRTimeline
Elios Financial Group Inc.14,097$1.41M0.7%-56713F-HRTimeline
Financial Advocates Investment Manageme…14,095$1.41M0.1%-7,73413F-HRTimeline
Dynamic Financial Group14,052$1.41M1.41%+3013F-HRTimeline
Hardy Reed LLC13,852$1.39M0.12%+613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,834$1.38M0.03%-4,57813F-HRTimelineGroup
Ironwood Investment Counsel, LLC13,749$1.37M0.24%+1413F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,735$1.37M1.03%-12,41613F-HRTimeline
FINANCIAL COUNSELORS INC13,733$1.37M0.02%-6013F-HRTimeline
KPP Advisory Services LLC13,707$1.37M0.26%new13F-HRTimeline
Ridgeline Wealth, LLC13,663$1.37M1.16%-1,23013F-HRTimeline
Penobscot Investment Management Company…13,605$1.36M0.13%-30513F-HRTimeline
Pachira Investments Inc.13,291$1.34M0.94%+4013F-HRTimeline
MGO ONE SEVEN LLC13,235$1.32M0.05%-2,13213F-HRTimeline
SOL Capital Management CO13,085$1.31M0.14%-22013F-HRTimeline
Arkadios Wealth Advisors12,970$1.3M0.05%+1,96213F-HRTimeline
Commonwealth Retirement Investments LLC12,872$1.29M0.52%-10,15313F-HRTimeline
Cooper Financial Group12,783$1.28M0.17%-1,03713F-HRTimeline
Seneca Financial Advisors LLC12,627$1.26M0.61%013F-HRTimeline
BLALOCK WILLIAMS, LLC12,510$1.25M1.4%-9,98313F-HRTimeline
Duncan Williams Asset Management, LLC12,452$1.25M0.45%-13613F-HRTimeline
Latitude Advisors, LLC12,424$1.24M0.72%+70813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,420$1.24M0.02%-18613F-HRTimelineGroup
CONSILIO WEALTH ADVISORS, LLC12,399$1.24M0.52%-156,65313F-HRTimeline
HARBOUR INVESTMENTS, INC.12,331$1.23M0.04%-25,28613F-HRTimeline
EVOKE WEALTH, LLC12,210$1.22M0.03%+90313F-HRTimeline
LifePlan Investment Advisors, Inc.12,182$1.22M0.7%-7,18513F-HRTimeline
Investor's Fiduciary Advisor Network, L…12,142$1.21M0.57%-92713F-HRTimeline
Private Wealth Asset Management, LLC12,075$1.21M0.17%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC12,047$1.2M0.22%+1,40713F-HRTimeline
CW Advisors, LLC12,000$1.2M0.01%new13F-HRTimeline
Diversified Enterprises, LLC11,920$1.19M0.1%-3,73913F-HRTimeline
WealthPLAN Partners, LLC11,886$1.19M0.17%-9,74713F-HRTimeline
Hutchens & Kramer Investment Management…11,820$1.18M0.65%-6,50713F-HRTimeline
Arcadia Wealth Management, LLC11,800$1.18M0.58%-35913F-HRTimeline
Valeo Financial Advisors, LLC11,780$1.18M0.03%+1,25113F-HRTimeline
Wilmington Savings Fund Society, FSB11,762$1.18M0.02%-1413F-HRTimeline
AMG National Trust Bank11,730$1.17M0.03%-11113F-HRTimeline
Institute for Wealth Management, LLC.11,692$1.17M0.15%+11713F-HRTimeline
Meridian Wealth Management, LLC11,638$1.16M0.06%-1,83313F-HRTimeline
Kingsview Wealth Management, LLC11,586$1.16M0.02%-7413F-HRTimeline
Sigma Planning Corp11,536$1.15M0.04%-5,31913F-HRTimeline
Causey Wealth LLC11,469$1.15M0.64%-2,78413F-HRTimeline
Mainstream Capital Management LLC11,382$1.14M0.9%+14013F-HRTimeline
Strategic Financial Concepts, LLC11,245$1.12M0.21%-8,74113F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,212$1.12M0.11%013F-HRTimeline
Dentgroup LLC11,199$1.12M0.84%-1,63513F-HRTimeline
WEALTHGARDEN F.S. LLC11,135$1.11M1.07%-10,30113F-HRTimeline
Brookwood Investment Group LLC11,107$1.11M0.19%13F-HRTimeline
PINNACLE ASSOCIATES LTD11,086$1.11M0.02%-20013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,063$1.11M0.08%-7,70113F-HRTimeline
Interchange Capital Partners, LLC11,063$1.11M0.31%-10,60013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.1M0.1%013F-HRTimelineGroup
Venturi Wealth Management, LLC11,006$1.1M0.06%-11,14713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,983$1.1M0.01%-2,20113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,952$1.1M0.09%-4,98313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,914$1.09M0.3%+1,90013F-HRTimeline
FULLCIRCLE WEALTH LLC10,390$1.08M0.44%-11,29313F-HRTimeline
Verdence Capital Advisors LLC10,748$1.07M0.08%-9,07113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,698$1.07M0.02%+91113F-HRTimelineGroup
Merkkuri Wealth Advisors LLC10,677$1.07M0.91%-6,73613F-HRTimeline
Jacobi Capital Management LLC10,635$1.06M0.08%-7113F-HRTimeline
Prospera Financial Services Inc10,599$1.06M0.02%-20813F-HRTimeline
Caliber Wealth Management, LLC / KS10,580$1.06M0.14%13F-HRTimeline
Cook Wealth, LLC10,151$1.06M0.51%-76113F-HRTimeline
Patriot Financial Group Insurance Agenc…10,561$1.06M0.14%-7,09713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,502$1.05M<0.01%-23313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/10,449$1.04M<0.01%-1,55113F-HRTimeline
LVW Advisors, LLC10,448$1.04M0.13%-26,30513F-HRTimeline
Stone Summit Wealth LLC10,442$1.04M0.35%+55413F-HRTimeline
Tempus Wealth Planning, LLC10,388$1.04M0.31%-2,09713F-HRTimeline
Integrated Advisors Network LLC10,338$1.03M0.05%+3,39313F-HRTimeline
Global Wealth Management Investment Adv…10,333$1.03M0.21%+7013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,094$1.01M0.01%-10,94213F-HRTimelineGroup
BIP Wealth, LLC10,019$1M0.07%-35313F-HRTimeline
Wescott Financial Advisory Group, LLC9,975$998K0.1%+87013F-HRTimeline
Avantra Family Wealth, Inc.9,956$996K0.96%-1,01613F-HRTimeline
Golden State Wealth Management, LLC9,875$988K0.15%+43013F-HR/ATimeline
WEDBUSH SECURITIES INC9,863$986K0.04%+1,72713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,830$983K0.05%+43313F-HRTimelineGroup
NWAM LLC9,781$978K0.08%-7,51813F-HRTimeline
Horan Securities, Inc.9,766$977K0.37%+1,74913F-HRTimeline
Sound Income Strategies, LLC9,751$975K0.06%+73313F-HRTimeline
Sovereign Financial Group, Inc.9,689$969K0.22%-8,75313F-HRTimeline
Rehmann Capital Advisory Group9,639$964K0.06%-97013F-HRTimeline
Clearview Wealth Advisors LLC9,539$954K0.71%-8,35113F-HRTimeline
American State Bank (Iowa)9,536$954K0.57%-13113F-HRTimeline
Aprio Wealth Management, LLC9,412$941K0.12%+6,20713F-HRTimeline
Sequoia Financial Advisors, LLC9,354$935K0.01%+30313F-HRTimeline
IEQ CAPITAL, LLC9,351$935K0.01%013F-HRTimeline
Transce3nd, LLC9,301$930K0.42%+5113F-HRTimeline
NAPATREE CAPITAL LLC9,301$930K0.52%-11,99413F-HRTimeline
Optivise Advisory Services LLC9,258$926K0.52%-80813F-HRTimeline
Larson Financial Group LLC9,235$923K0.04%-97913F-HRTimeline
DIVERSIFIED TRUST CO9,153$915K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.9,128$913K1.05%+2,47013F-HRTimeline
Avantax Planning Partners, Inc.9,120$912K0.03%-1713F-HRTimeline
Watchman Group, Inc.9,003$900K0.25%+51913F-HRTimeline
Harding Loevner LP8,990$899K0.01%-19,42813F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,970$897K0.25%+1,61513F-HRTimeline
Calydon Capital8,930$893K0.17%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,921$892K0.04%+3,69013F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …8,871$889K0.07%-5,73513F-HRTimeline
Legacy Capital Wealth Partners, LLC8,847$885K0.22%-31313F-HRTimeline
James J. Burns & Company, LLC8,818$882K0.16%+513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,740$874K0.87%013F-HRTimeline
Quest 10 Wealth Builders, Inc.8,540$854K0.91%+8813F-HRTimeline
Canvas Wealth Advisors, LLC8,496$853K0.22%+81013F-HRTimeline
FSC Wealth Advisors, LLC8,463$846K0.56%+2,20013F-HRTimeline
PRIVATE TRUST CO NA8,437$844K0.09%-2,11113F-HRTimeline
Aspire Private Capital, LLC8,431$843K0.21%-5,60213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,399$840K0.35%+1,06513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,255$826K0.22%013F-HRTimeline
Wealthfront Advisers LLC8,207$821K<0.01%+1,02013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,301$820K0.03%-3,65413F-HRTimelineGroup
Fragasso Financial Advisors Inc8,162$816K0.06%-18613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,159$816K0.19%013F-HRTimeline
Parallel Advisors, LLC8,109$811K0.02%-4513F-HRTimeline
Evensky & Katz LLC8,059$806K0.05%013F-HRTimeline
Milestone Investment Advisors LLC8,034$803K0.22%-3,56113F-HRTimeline
CIBC WORLD MARKET INC.7,860$786K<0.01%-1,22113F-HRTimeline
Palisade Asset Management, LLC7,860$786K0.08%-17113F-HRTimeline
LMCG INVESTMENTS, LLC7,827$783K0.05%+65413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,820$782K0.04%-54713F-HR/ATimelineGroup
Beacon Financial Advisory LLC7,817$782K0.24%-3,89613F-HRTimeline
Two West Capital Advisors LLC7,899$770K0.64%-1,94613F-HRTimeline
SAX WEALTH ADVISORS, LLC7,591$759K0.05%+813F-HRTimeline
SGL Investment Advisors, Inc.7,146$755K0.39%+90013F-HRTimeline
Raleigh Capital Management Inc.7,542$754K0.34%-7,60013F-HRTimeline
WORLD EQUITY GROUP, INC.7,490$749K0.21%-1,66113F-HRTimeline
SAGE FINANCIAL GROUP INC7,351$735K0.06%+68513F-HRTimeline
BEACON FINANCIAL GROUP7,331$733K0.08%-90713F-HRTimeline
Copia Wealth Management7,282$728K0.67%-37213F-HRTimeline
SYNOVUS FINANCIAL CORP7,255$726K0.01%-47013F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,250$725K0.55%+5,00013F-HRTimeline
MSH Capital Advisors LLC7,177$718K0.22%+36413F-HRTimeline
Noble Family Wealth, LLC7,160$716K0.2%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,118$712K0.01%+98813F-HRTimeline
Lloyd Advisory Services, LLC.7,078$708K0.36%-1,44713F-HRTimeline
Gotham Asset Management, LLC6,960$696K0.01%+4,42513F-HRTimeline
First Heartland Consultants, Inc.6,903$690K0.07%-11,59313F-HRTimeline
First Citizens Financial Corp6,806$681K0.39%-1,56913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,805$680K0.64%-61913F-HRTimeline
MONECO ADVISORS, LLC6,699$670K0.07%+1,17313F-HR/ATimeline
ROCKLAND TRUST CO6,662$666K0.03%-2,60813F-HRTimeline
Betterment LLC6,664$666K<0.01%+82213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,643$664K0.05%-1,54013F-HRTimeline
Washington Trust Bank6,579$658K0.07%-6,10213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC6,487$649K0.01%new13F-HRTimeline
WASHINGTON TRUST Co6,386$639K0.02%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,341$634K0.04%-39813F-HRTimelineGroup
Accelerate Investment Advisors LLC6,335$633K0.53%-3,35813F-HRTimeline
Lifeworks Advisors, LLC6,326$633K0.11%-3,34213F-HRTimeline
DAVENPORT & Co LLC6,297$630K<0.01%+8913F-HRTimeline
BEACON FINANCIAL PLANNING, INC6,297$630K0.36%+2,03013F-HRTimeline
RDA Financial Network6,238$624K0.19%-5,71513F-HRTimeline
FLP Wealth Management, LLC6,233$623K1.98%+4613F-HRTimeline
Atlatl Advisers LLC6,150$615K0.4%-3,70413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,031$603K0.37%-96113F-HRTimeline
Semmax Financial Advisors Inc.5,676$602K0.16%-4,02613F-HRTimeline
EWA, LLC6,007$601K0.22%+2,67913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,004$600K0.01%-43613F-HRTimeline
Advisory Alpha, LLC5,982$598K0.02%-28113F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group5,962$596K0.08%-3913F-HRTimelineGroup
Choate Investment Advisors5,937$594K0.01%-8813F-HRTimeline
Schneider Downs Wealth Management Advis…5,884$588K0.11%-1,10013F-HRTimeline
Evercore Wealth Management, LLC5,877$588K0.01%013F-HRTimeline
MIdWestOne Financial Group, Inc.5,844$584K0.08%013F-HRTimeline
Net Worth Advisory Group5,840$584K0.18%-5213F-HRTimeline
Ocean Park Asset Management, LLC5,831$583K0.02%new13F-HRTimeline
Confluence Wealth Services, Inc.5,736$580K0.04%new13F-HRTimeline
WealthTrak Capital Management LLC5,779$578K0.5%-5,94113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,721$572K0.02%+35713F-HRTimelineGroup
Sachetta, LLC5,717$572K0.23%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,666$567K0.33%-5,26813F-HRTimeline
Harbour Capital Advisors, LLC5,756$566K0.14%-15013F-HRTimeline
Pallas Capital Advisors LLC5,655$566K0.02%-48513F-HRTimeline
Montecito Bank & Trust5,609$561K0.1%-1213F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,502$550K0.03%-1,14713F-HRTimeline
Birch Hill Investment Advisors LLC5,450$545K0.03%+7713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,406$541K0.01%-4,19513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,395$540K0.01%+47713F-HRTimelineGroup
Catalina Capital Group, LLC5,389$539K0.36%-5,09813F-HRTimeline
Fund Evaluation Group, LLC5,385$538K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC5,347$535K0.15%-41013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,328$533K0.4%-2,63813F-HRTimeline
ALERUS FINANCIAL NA5,300$530K0.04%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,289$529K0.11%new13F-HRTimeline