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Disclosery

EFG ISHARES TR

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ETF (fund)

982 managers (992 13F filers) reported a position in EFG shares at 2025-06-30, 101,030,566 shares in all. 71 filers opened a position and 48 filers sold out during the quarter.

Managers
982
13F filers
992
New
71
Added
348
Reduced
394
Sold out
48
Shares held by filers
101,030,566

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Paladin Advisory Group, LLC15,347$1.72M1.31%-90513F-HRTimeline
Allegheny Financial Group15,303$1.71M0.38%+85113F-HRTimeline
Emergent Wealth Advisors, LLC15,182$1.7M1.09%-43913F-HRTimeline
Cyndeo Wealth Partners, LLC15,148$1.7M0.1%+27413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC15,098$1.69M0.78%-1,00013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,059$1.69M0.12%013F-HRTimeline
Midwest Trust Co14,681$1.64M0.02%13F-HRTimeline
Ironwood Investment Counsel, LLC14,654$1.64M0.25%+90513F-HRTimeline
Signal Advisors Wealth, LLC14,621$1.64M0.13%-6,57613F-HRTimeline
Keystone Wealth Services, LLC14,593$1.63M0.39%+4613F-HRTimeline
OMNI 360 Wealth, Inc.14,524$1.63M1.01%-3,15813F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,428$1.62M<0.01%+413F-HRTimelineGroup
Vise Technologies, Inc.13,976$1.57M0.06%13F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,866$1.55M1.04%+13113F-HRTimeline
Hardy Reed LLC13,822$1.55M0.12%-3013F-HRTimeline
Penobscot Investment Management Company…13,605$1.52M0.13%013F-HRTimeline
Dynamic Financial Group13,528$1.52M1.46%-52413F-HRTimeline
Pachira Investments Inc.13,423$1.5M1.14%+13213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,207$1.48M0.02%+78713F-HRTimelineGroup
Facet Wealth, Inc.13,748$1.48M0.03%-3,38413F-HRTimeline
Arkadios Wealth Advisors13,084$1.47M0.04%+11413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,064$1.46M0.01%+2,56213F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,166$1.46M0.06%-5,59713F-HRTimelineGroup
LifePlan Investment Advisors, Inc.12,931$1.45M0.72%+74913F-HRTimeline
KPP Advisory Services LLC12,880$1.44M0.24%-82713F-HR/ATimeline
Commonwealth Retirement Investments LLC12,863$1.44M0.55%-913F-HRTimeline
Valeo Financial Advisors, LLC12,822$1.44M0.04%+1,04213F-HR/ATimeline
Stone Summit Wealth LLC12,777$1.43M0.44%+2,33513F-HRTimeline
Mechanics Bank Trust Department12,768$1.43M0.21%-2,80013F-HRTimeline
Wilmington Savings Fund Society, FSB12,747$1.43M0.03%+98513F-HRTimeline
Financial Advocates Investment Manageme…12,564$1.41M0.11%-1,53113F-HRTimeline
Duncan Williams Asset Management, LLC12,459$1.4M0.44%+713F-HR/ATimeline
AMG National Trust Bank12,378$1.39M0.04%+64813F-HRTimeline
Quantinno Capital Management LP12,341$1.38M0.01%+7,45513F-HRTimeline
VALLEY NATIONAL ADVISERS INC12,352$1.38M0.23%+30513F-HRTimeline
SAX WEALTH ADVISORS, LLC12,240$1.37M0.08%+4,64913F-HRTimeline
Caliber Wealth Management, LLC / KS12,185$1.36M0.15%+1,60513F-HRTimeline
CW Advisors, LLC12,094$1.35M0.01%+9413F-HRTimeline
Private Wealth Asset Management, LLC12,075$1.35M0.18%013F-HRTimeline
BLALOCK WILLIAMS, LLC12,071$1.35M1.35%-43913F-HRTimeline
HARBOUR INVESTMENTS, INC.12,065$1.35M0.03%-26613F-HRTimeline
Arcadia Wealth Management, LLC11,775$1.32M0.58%-2513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC11,611$1.3M0.42%-239,88713F-HRTimeline
WealthPLAN Partners, LLC11,525$1.29M0.21%-36113F-HRTimeline
Causey Wealth LLC11,307$1.27M0.65%-16213F-HRTimeline
SUTTON PLACE INVESTORS LLC11,236$1.26M0.76%-3,79913F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,202$1.25M0.11%-1013F-HRTimeline
Sigma Planning Corp11,184$1.25M0.04%-35213F-HRTimeline
Interchange Capital Partners, LLC11,202$1.25M0.29%+13913F-HR/ATimeline
Balance Wealth Partners LLC11,151$1.25M0.73%-3,07913F-HRTimeline
Institute for Wealth Management, LLC.11,103$1.24M0.14%-58913F-HRTimeline
Mainstream Capital Management LLC11,087$1.24M0.9%-29513F-HRTimeline
PINNACLE ASSOCIATES LTD11,086$1.24M0.02%013F-HRTimeline
WEDBUSH SECURITIES INC11,051$1.24M0.04%+1,18813F-HRTimeline
Kingsview Wealth Management, LLC11,040$1.24M0.02%-54613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.23M0.1%013F-HRTimelineGroup
Watchman Group, Inc.10,925$1.22M0.32%+1,92213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,914$1.22M0.3%013F-HRTimeline
Venturi Wealth Management, LLC10,742$1.2M0.06%-26413F-HRTimeline
Patriot Financial Group Insurance Agenc…10,727$1.2M0.14%+16613F-HRTimeline
Verdence Capital Advisors LLC10,674$1.2M0.08%-7413F-HRTimeline
FULLCIRCLE WEALTH LLC10,980$1.19M0.44%+59013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,621$1.19M0.02%-11,42513F-HRTimeline
Global Wealth Management Investment Adv…10,618$1.19M0.22%+28513F-HRTimeline
Wescott Financial Advisory Group, LLC10,615$1.19M0.11%+64013F-HRTimeline
Sequoia Financial Advisors, LLC10,582$1.19M0.01%+1,22813F-HRTimeline
Hutchens & Kramer Investment Management…10,580$1.18M0.54%-1,24013F-HRTimeline
Tradewinds, LLC.10,469$1.17M0.89%new13F-HRTimeline
Merkkuri Wealth Advisors LLC10,469$1.17M0.89%-20813F-HRTimeline
Latitude Advisors, LLC10,456$1.17M0.59%-1,96813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,456$1.17M0.09%-60713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,449$1.17M<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,306$1.15M0.01%+21213F-HRTimelineGroup
Tempus Wealth Planning, LLC10,284$1.15M0.29%-10413F-HRTimeline
First Heartland Consultants, Inc.10,245$1.15M0.1%+3,34213F-HRTimeline
WEALTHGARDEN F.S. LLC10,622$1.14M0.95%-51313F-HRTimeline
Brookwood Investment Group LLC10,021$1.12M0.18%-1,08613F-HRTimeline
Meridian Wealth Management, LLC9,917$1.11M0.05%-1,72113F-HRTimeline
LVW Advisors, LLC9,875$1.11M0.12%-57313F-HRTimeline
Diversified Enterprises, LLC9,807$1.1M0.08%-2,11313F-HRTimeline
Integrated Advisors Network LLC9,806$1.1M0.05%-53213F-HRTimeline
Wingate Wealth Advisors, Inc.9,802$1.1M0.98%+67413F-HRTimeline
Ridgeline Wealth, LLC9,788$1.1M0.89%-3,87513F-HRTimeline
Two West Capital Advisors LLC9,774$1.1M0.72%+1,87513F-HRTimeline
DIVERSIFIED TRUST CO9,633$1.08M0.02%+48013F-HRTimeline
Smartleaf Asset Management LLC9,576$1.07M0.09%+7,61313F-HRTimeline
Sovereign Financial Group, Inc.9,549$1.07M0.22%-14013F-HRTimeline
American State Bank (Iowa)9,536$1.07M0.59%013F-HRTimeline
Rehmann Capital Advisory Group9,461$1.06M0.06%-17813F-HRTimeline
Clearview Wealth Advisors LLC9,371$1.05M0.73%-16813F-HRTimeline
IEQ CAPITAL, LLC9,358$1.05M0.01%+713F-HRTimeline
Jacobi Capital Management LLC9,276$1.04M0.07%-1,35913F-HRTimeline
Armstrong, Fleming & Moore, Inc9,267$1.04M0.56%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,222$1.03M0.07%-1,73013F-HRTimeline
Canvas Wealth Advisors, LLC9,309$1.03M0.2%+81313F-HRTimeline
Avantax Planning Partners, Inc.9,119$1.02M0.03%-113F-HRTimeline
Golden State Wealth Management, LLC9,111$1.02M0.12%-76413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC9,093$1.02M0.51%-5,65713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,062$1.01M0.03%+6,57113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,052$1.01M0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,005$1.01M0.05%-82513F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.8,999$1.01M0.97%+25913F-HRTimeline
NWAM LLC9,314$1M0.06%-46713F-HR/ATimeline
FSC Wealth Advisors, LLC8,934$1M0.63%+47113F-HR/ATimeline
Legacy Capital Wealth Partners, LLC8,882$995K0.23%+3513F-HRTimeline
Optivise Advisory Services LLC8,843$990K0.51%-41513F-HRTimeline
Transce3nd, LLC8,818$988K0.42%-48313F-HRTimeline
Prospera Financial Services Inc8,794$985K0.02%-1,80513F-HRTimeline
Wealthfront Advisers LLC8,774$983K<0.01%+56713F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,745$979K0.25%-22513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,700$974K0.06%-17113F-HR/ATimeline
Farmers & Merchants Trust Co of Chamber…8,698$974K0.3%+4,43013F-HRTimeline
Quest 10 Wealth Builders, Inc.8,612$965K0.94%+7213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,585$962K0.38%+18613F-HRTimeline
PRIVATE TRUST CO NA8,483$950K0.09%+4613F-HRTimeline
Aspire Private Capital, LLC8,456$947K0.22%+2513F-HRTimeline
CIBC WORLD MARKET INC.8,292$929K<0.01%+43213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,255$925K0.24%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,240$923K0.21%+8113F-HRTimeline
Washington Trust Bank8,229$922K0.08%+1,65013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
James J. Burns & Company, LLC8,141$912K0.15%-67713F-HRTimeline
Larson Financial Group LLC8,033$900K0.04%-1,20213F-HRTimeline
Elios Financial Group Inc.8,000$896K0.41%-6,09713F-HRTimeline
Beacon Financial Advisory LLC7,793$873K0.23%-2413F-HRTimeline
BIP Wealth, LLC7,755$869K0.05%-2,26413F-HRTimeline
MONTAG & CALDWELL, LLC7,733$866K0.19%+5,43913F-HRTimeline
Palisade Asset Management, LLC7,689$861K0.09%-17113F-HRTimeline
Milestone Investment Advisors LLC7,687$861K0.22%-34713F-HRTimeline
Fragasso Financial Advisors Inc7,656$857K0.06%-50613F-HRTimeline
SGL Investment Advisors, Inc.7,595$845K0.4%+44913F-HRTimeline
Horan Securities, Inc.7,429$832K0.29%-2,33713F-HRTimeline
Copia Wealth Management7,379$826K0.7%+9713F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,322$820K0.55%+7213F-HRTimeline
EWA, LLC7,316$819K0.26%+1,30913F-HRTimeline
Raleigh Capital Management Inc.7,299$818K0.34%-24313F-HRTimeline
Parallel Advisors, LLC7,280$815K0.02%-82913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,235$810K0.1%+2,24113F-HRTimeline
Noble Family Wealth, LLC7,160$802K0.2%013F-HRTimeline
SAGE FINANCIAL GROUP INC7,155$801K0.06%-19613F-HRTimeline
Aprio Wealth Management, LLC7,148$801K0.09%-2,26413F-HRTimeline
SYNOVUS FINANCIAL CORP7,144$800K0.01%-11113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,010$785K0.64%+20513F-HRTimeline
Gotham Asset Management, LLC6,960$780K<0.01%013F-HRTimeline
LMCG INVESTMENTS, LLC6,944$778K0.05%-88313F-HRTimeline
Dentgroup LLC6,825$764K0.53%-4,37413F-HRTimeline
Lifeworks Advisors, LLC6,749$756K0.11%+42313F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,743$755K0.28%-5,39913F-HRTimeline
WealthTrak Capital Management LLC6,704$751K0.63%+92513F-HRTimeline
FLP Wealth Management, LLC6,672$747K2.1%+43913F-HRTimeline
ROCKLAND TRUST CO6,662$746K0.04%013F-HRTimeline
Americana Partners, LLC6,622$742K0.03%new13F-HRTimeline
DAVENPORT & Co LLC6,577$737K<0.01%+28013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,502$728K0.04%+1,00013F-HRTimeline
BEACON FINANCIAL GROUP6,487$727K0.08%-84413F-HRTimeline
ORG Partners LLC6,510$725K0.15%+3,31013F-HRTimeline
GGM Financial LLC6,475$725K0.42%+3,64913F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,440$721K<0.01%-67813F-HRTimeline
HB Wealth Management, LLC6,437$721K0.01%-5013F-HRTimeline
WASHINGTON TRUST Co6,386$715K0.03%013F-HRTimeline
Cooper Financial Group6,385$715K0.08%-6,39813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding6,382$715K+4,265Timeline
Composition Wealth, LLC6,372$714K0.01%+2,05613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,343$710K0.04%-30013F-HRTimeline
Lloyd Advisory Services, LLC.6,279$703K0.34%-79913F-HRTimeline
GTS SECURITIES LLC6,246$700K0.03%+2,42613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,209$695K0.01%+20513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,203$695K0.04%-13813F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp6,147$688K0.02%+42613F-HRTimelineGroup
Confluence Wealth Services, Inc.6,140$688K0.04%+40413F-HRTimeline
RDA Financial Network6,136$687K0.19%-10213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,081$681K0.34%+41513F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,055$678K0.36%+2413F-HRTimeline
Freedom Investment Management, Inc.5,993$671K0.05%+1,23613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,962$668K0.08%013F-HRTimelineGroup
Accelerate Investment Advisors LLC5,952$667K0.5%-38313F-HRTimeline
Atlatl Advisers LLC5,943$666K0.31%-20713F-HRTimeline
Sound Income Strategies, LLC5,932$664K0.04%-3,81913F-HRTimeline
Advisory Alpha, LLC5,902$661K0.02%-8013F-HRTimeline
Schneider Downs Wealth Management Advis…5,884$659K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,880$659K0.03%-1,94013F-HRTimelineGroup
Evercore Wealth Management, LLC5,877$658K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,847$655K0.01%+45213F-HRTimelineGroup
MIdWestOne Financial Group, Inc.5,844$655K0.08%013F-HRTimeline
First Citizens Financial Corp5,771$646K0.36%-1,03513F-HRTimeline
Sachetta, LLC5,701$639K0.25%-1613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,593$626K0.01%+18713F-HRTimeline
Quantum Portfolio Management LLC5,552$622K0.3%new13F-HRTimeline
Semmax Financial Advisors Inc.5,545$612K0.16%-13113F-HRTimeline
Birch Hill Investment Advisors LLC5,450$610K0.03%013F-HRTimeline
SCS Capital Management LLC5,401$605K0.01%-9,65613F-HRTimeline
Fund Evaluation Group, LLC5,385$603K0.02%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC5,340$598K0.33%-95713F-HRTimeline
LexAurum Advisors, LLC5,337$598K0.09%+97913F-HRTimeline
ALERUS FINANCIAL NA5,335$598K0.04%+3513F-HRTimeline
Pallas Capital Advisors LLC5,332$597K0.02%-32313F-HRTimeline
Resurgent Financial Advisors LLC5,326$597K0.33%+3713F-HRTimeline
Catalina Capital Group, LLC5,322$596K0.4%-6713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,295$593K0.02%+92713F-HRTimeline
CONNING INC.in group CONNING INC.5,226$585K0.02%013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,219$585K0.16%-2,27113F-HRTimeline