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Disclosery

EFG ISHARES TR

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ETF (fund)

971 managers (979 13F filers) reported a position in EFG shares at 2025-09-30, 64,914,107 shares in all. 65 filers opened a position and 72 filers sold out during the quarter.

Managers
971
13F filers
979
New
65
Added
256
Reduced
446
Sold out
72
Shares held by filers
64,914,107

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wescott Financial Advisory Group, LLC11,148$1.27M0.11%+53313F-HRTimeline
Arcadia Wealth Management, LLC11,121$1.27M0.5%-65413F-HRTimeline
PINNACLE ASSOCIATES LTD11,053$1.26M0.02%-3313F-HRTimeline
Advocacy Wealth Management, LLC11,030$1.26M0.05%-287,13113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.26M0.09%013F-HRTimelineGroup
Mainstream Capital Management LLC10,952$1.25M0.83%-13513F-HRTimeline
FSC Wealth Advisors, LLC10,915$1.24M0.72%+1,98113F-HRTimeline
Caliber Wealth Management, LLC / KS10,815$1.23M0.14%-1,37013F-HRTimeline
Clayton Financial Group LLC10,731$1.22M0.89%+7,44113F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,658$1.21M0.11%-7,37513F-HRTimeline
Balance Wealth Partners LLC10,630$1.21M0.3%-52113F-HRTimeline
Wingate Wealth Advisors, Inc.10,600$1.21M0.84%+79813F-HRTimeline
Global Wealth Management Investment Adv…10,582$1.21M0.2%-3613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,504$1.2M0.21%-41013F-HRTimeline
Washington Trust Bank10,469$1.19M0.09%+2,24013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRICE T ROWE ASSOCIATES INC /MD/10,449$1.19M<0.01%013F-HRTimeline
Causey Wealth LLC10,377$1.18M0.58%-93013F-HRTimeline
SageView Advisory Group, LLC10,362$1.18M0.04%new13F-HRTimeline
Latitude Advisors, LLC10,222$1.16M0.53%-23413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,191$1.16M0.01%+7,61713F-HRTimeline
Wilmington Savings Fund Society, FSB10,099$1.15M0.03%-2,64813F-HR/ATimeline
LIFE LINE WEALTH MANAGEMENT LLC10,091$1.15M0.35%-1,52013F-HRTimeline
Signal Advisors Wealth, LLC10,045$1.14M0.1%-4,57613F-HRTimeline
Retirement Wealth Solutions LLC9,965$1.13M0.75%-7,85913F-HRTimeline
IEQ CAPITAL, LLC9,908$1.13M<0.01%+55013F-HRTimeline
WEDBUSH SECURITIES INC9,897$1.13M0.04%-1,15413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,876$1.12M0.02%-6,41913F-HRTimelineGroup
Canvas Wealth Advisors, LLC9,585$1.12M0.2%+27613F-HRTimeline
Meridian Wealth Management, LLC9,771$1.11M0.04%-14613F-HRTimeline
Diversified Enterprises, LLC9,715$1.11M0.07%-9213F-HRTimeline
Brookwood Investment Group LLC9,677$1.1M0.14%-34413F-HRTimeline
American State Bank (Iowa)9,536$1.09M0.55%013F-HRTimeline
SGL Investment Advisors, Inc.9,368$1.08M0.45%+1,77313F-HRTimeline
LVW Advisors, LLC9,471$1.08M0.11%-40413F-HRTimeline
Robertson Stephens Wealth Management, L…9,445$1.08M0.03%-14,82213F-HRTimeline
Jacobi Capital Management LLC9,276$1.06M0.06%013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,213$1.05M0.15%new13F-HRTimeline
Wealthfront Advisers LLC9,144$1.04M<0.01%+37013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,112$1.04M0.02%+5013F-HRTimeline
Avantax Planning Partners, Inc.9,076$1.03M0.03%-4313F-HRTimeline
Quest 10 Wealth Builders, Inc.9,065$1.03M0.95%+45313F-HRTimeline
Legacy Capital Wealth Partners, LLC9,043$1.03M0.22%+16113F-HRTimeline
Calydon Capital9,018$1.03M0.16%-9,01813F-HRTimeline
SAGE FINANCIAL GROUP INC8,986$1.02M0.07%+1,83113F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,970$1.02M0.25%+22513F-HRTimeline
Clearview Wealth Advisors LLC8,938$1.02M0.65%-43313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,876$1.01M0.91%-12313F-HRTimeline
Hobbs Wealth Management, LLC8,857$1.01M0.85%-27,20613F-HRTimeline
CIBC WORLD MARKET INC.8,777$1000K<0.01%+48513F-HRTimeline
Prospera Financial Services Inc8,697$991K0.02%-9713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,691$990K0.36%+10613F-HRTimeline
Legacy Financial Group LLC8,431$960K0.13%-44,06913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,366$953K0.01%-68613F-HRTimeline
Rehmann Capital Advisory Group8,332$948K0.05%-1,12913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,255$940K0.23%013F-HRTimeline
BridgePort Financial Solutions, LLC8,254$940K0.25%-7,83013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,240$938K0.22%013F-HRTimeline
Parallel Advisors, LLC8,219$936K0.02%+93913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,200$934K<0.01%-18,80013F-HRTimeline
James J. Burns & Company, LLC8,141$927K0.14%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,141$927K0.03%-11,33313F-HRTimeline
Milestone Investment Advisors LLC8,029$914K0.23%+34213F-HRTimeline
Davis Wealth Advisors, LLC8,020$913K0.82%-7,80113F-HRTimeline
Invst, LLC7,983$909K0.1%-52,87813F-HRTimeline
Spectrum Planning & Advisory Services I…7,960$907K0.51%-21,37813F-HRTimeline
RCS Financial Planning, LLC7,903$900K0.4%-8,98513F-HRTimeline
Fragasso Financial Advisors Inc7,656$893K0.06%013F-HRTimeline
Palisade Asset Management, LLC7,684$875K0.08%-513F-HRTimeline
True Vision MN LLC7,548$860K0.45%-28,12013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,534$858K0.01%+1,09413F-HRTimeline
Vertex Planning Partners, LLC7,461$850K0.16%-30,82913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,459$849K0.06%-1,76313F-HRTimeline
Harding Loevner LP7,418$845K0.01%new13F-HRTimeline
Copia Wealth Management7,368$839K0.62%-1113F-HRTimeline
Dentgroup LLC7,358$838K0.54%+53313F-HRTimeline
BIP Wealth, LLC7,356$838K0.04%-39913F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,322$834K0.51%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,304$832K0.09%+6913F-HRTimeline
Synergy Investment Management, LLC7,289$830K0.32%-15,70113F-HRTimeline
HORAN Wealth, LLC7,283$829K0.13%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,200$820K0.1%-11,64413F-HRTimeline
Noble Family Wealth, LLC7,160$815K0.18%013F-HRTimeline
EWA, LLC7,150$814K0.23%-16613F-HRTimeline
Modern Wealth Management, LLC7,074$806K0.02%-22,08513F-HRTimeline
HB Wealth Management, LLC7,057$804K0.01%+62013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,964$793K0.6%-4613F-HRTimeline
Gotham Asset Management, LLC6,960$793K<0.01%013F-HRTimeline
Composition Wealth, LLC6,931$789K0.01%+55913F-HRTimeline
Hutchens & Kramer Investment Management…6,892$785K0.31%-3,68813F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,872$783K0.04%+37013F-HRTimeline
GGM Financial LLC6,867$782K0.39%+39213F-HRTimeline
Sigma Planning Corp6,828$778K0.02%-4,35613F-HRTimeline
Optivise Advisory Services LLC6,782$772K0.46%-2,06113F-HRTimeline
SYNOVUS FINANCIAL CORP6,762$770K0.01%-38213F-HRTimeline
Americana Partners, LLC6,758$770K0.02%+13613F-HRTimeline
Golden State Wealth Management, LLC6,702$763K0.08%-2,40913F-HRTimeline
IFG Advisory, LLC6,691$762K0.03%-8,68213F-HRTimeline
ROCKLAND TRUST CO6,662$759K0.03%013F-HRTimeline
Integrated Advisors Network LLC6,555$746K0.03%-3,25113F-HRTimeline
Two West Capital Advisors LLC6,370$744K0.45%-3,40413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,482$738K0.76%+3,00813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.6,402$729K0.02%-5,66313F-HRTimeline
WASHINGTON TRUST Co6,386$727K0.02%013F-HRTimeline
Advisory Alpha, LLC6,281$727K0.02%+37913F-HRTimeline
LMCG INVESTMENTS, LLC6,348$723K0.04%-59613F-HRTimeline
Sound Income Strategies, LLC6,163$712K0.04%+23113F-HRTimeline
First Citizens Financial Corp6,237$710K0.35%+46613F-HRTimeline
PRIVATE TRUST CO NA6,235$710K0.06%-2,24813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,224$709K0.01%+1513F-HRTimeline
Confluence Wealth Services, Inc.6,208$707K0.03%+6813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,181$704K0.01%-4,12513F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC6,146$700K0.05%-83,24613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,138$699K0.34%+8313F-HRTimeline
Aprio Wealth Management, LLC6,128$698K0.07%-1,02013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,091$694K0.03%+21113F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,048$689K0.04%-15513F-HRTimelineGroup
Centurion Wealth Management LLC6,046$689K0.16%-16,11213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,003$684K0.04%-34013F-HRTimeline
Larson Financial Group LLC5,993$682K0.02%-2,04013F-HRTimeline
Cooper Financial Group5,973$680K0.08%-41213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,962$679K0.08%013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…5,884$670K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,876$669K0.02%-27113F-HRTimelineGroup
MIdWestOne Financial Group, Inc.5,844$666K0.08%013F-HRTimeline
Evercore Wealth Management, LLC5,802$661K0.01%-7513F-HRTimeline
Net Worth Advisory Group5,788$659K0.19%-26,81913F-HRTimeline
Pallas Capital Advisors LLC5,771$657K0.02%+43913F-HRTimeline
Sachetta, LLC5,701$649K0.24%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,572$635K0.22%-21,09313F-HRTimeline
Montecito Bank & Trust5,499$626K0.1%13F-HRTimeline
Birch Hill Investment Advisors LLC5,450$621K0.03%013F-HRTimeline
Bay Harbor Wealth Management, LLC5,437$619K0.17%-42,88713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,426$618K0.01%-42113F-HRTimelineGroup
Financial Advocates Investment Manageme…5,406$616K0.35%-7,15813F-HRTimeline
SCS Capital Management LLC5,401$615K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.5,400$615K0.29%-87913F-HRTimeline
McNaughton Wealth Management, LLC5,399$615K0.26%-22,65613F-HRTimeline
Fund Evaluation Group, LLC5,385$613K0.02%013F-HRTimeline
Cornerstone Planning Group LLC5,269$610K0.1%+4,36913F-HRTimeline
ALERUS FINANCIAL NA5,335$608K0.03%013F-HRTimeline
Kelman-Lazarov, Inc.5,295$603K0.09%new13F-HRTimeline
SigFig Wealth Management, LLC5,308$601K0.02%-31,50213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,254$598K0.02%-3,75113F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC5,233$596K0.31%-10713F-HRTimeline
Narus Financial Partners, LLC5,224$595K0.16%+3,09913F-HR/ATimeline
BEACON FINANCIAL GROUP5,214$594K0.06%-1,27313F-HRTimeline
DRW Securities, LLC5,116$593K0.03%-4013F-HRTimeline
FLP Wealth Management, LLC5,180$590K1.66%-1,49213F-HR/ATimeline
LGT Financial Advisors LLC5,164$588K1.27%+10613F-HRTimeline
Choate Investment Advisors5,148$586K0.01%013F-HRTimeline
Independence Bank of Kentucky5,109$582K0.07%013F-HRTimeline
Tempus Wealth Planning, LLC5,092$580K0.13%-5,19213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,070$577K0.01%+1,07313F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.5,007$570K0.24%013F-HRTimeline
Betterment LLC4,980$567K<0.01%-2413F-HRTimeline
SMART Wealth LLC4,913$559K0.21%+84813F-HRTimeline
Decker Retirement Planning Inc.4,875$555K0.31%+77313F-HRTimeline
Sound Financial Strategies Group, LLC4,867$554K0.4%+20113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,858$553K0.01%-43713F-HRTimeline
Tradition Wealth Management, LLC4,812$548K0.04%-23,00913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,786$545K0.04%-5,67013F-HRTimeline
SUTTON PLACE INVESTORS LLC4,723$538K0.31%-6,51313F-HRTimeline
Harbour Capital Advisors, LLC4,631$537K0.11%013F-HRTimeline
Chicago Partners Investment Group LLC4,581$537K0.01%013F-HRTimeline
Pointe Capital Management LLC4,700$535K0.26%+1,05913F-HRTimeline
OLD NATIONAL BANCORP /IN/4,698$535K0.01%new13F-HRTimeline
Interchange Capital Partners, LLC4,683$533K0.1%-6,51913F-HRTimeline
Jordan Park Group LLC4,675$532K0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.4,639$528K0.04%+8813F-HRTimeline
Athena Investment Management4,619$526K0.27%013F-HRTimeline
Plancorp, LLC4,566$520K0.02%013F-HRTimeline
Stokes Family Office, LLC4,544$517K0.05%+1,20513F-HRTimeline
BLALOCK WILLIAMS, LLC4,530$516K0.45%-7,54113F-HRTimeline
FIDUCIENT ADVISORS LLC4,524$515K0.06%-16,22213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,498$512K0.02%-3913F-HRTimeline
MAI Capital Management4,493$512K<0.01%-6313F-HRTimeline
Leisure Capital Management4,477$510K0.17%013F-HRTimeline
MONECO ADVISORS, LLC4,437$505K0.04%-14713F-HRTimeline
Bogart Wealth, LLC4,425$504K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton4,392$500K0.11%-15313F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,330$492K0.17%+2,60813F-HRTimeline
Financial Perspectives, Inc4,307$490K0.14%+43513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,267$486K0.05%-2813F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,258$485K0.01%-47413F-HRTimeline
LexAurum Advisors, LLC4,224$481K0.07%-1,11313F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,213$480K0.09%+1613F-HRTimelineGroup
Summit Trail Advisors, LLC4,201$478K0.01%new13F-HRTimeline
Hickory Point Bank & Trust4,174$475K0.36%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,137$471K0.03%-33,68613F-HRTimeline
Quartz Partners, LLC4,133$471K0.17%+21713F-HRTimeline
Future Fund LLC4,128$470K0.17%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,124$470K0.02%013F-HRTimeline
NewEdge Wealth, LLC4,066$467K0.01%-12413F-HRTimeline
Catalina Capital Group, LLC4,066$463K0.29%-1,25613F-HRTimeline
Pettinga Financial Advisors LLC4,012$457K0.09%-62,19313F-HRTimeline
Elevated Capital Advisors, LLC3,999$455K0.11%-1,34813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,966$452K0.01%-33,92013F-HRTimelineGroup
MainStreet Investment Advisors LLC3,963$451K0.06%+11513F-HRTimeline
Aspire Private Capital, LLC3,930$448K0.1%-4,52613F-HR/ATimeline
NWAM LLC3,794$446K0.02%-5,52013F-HR/ATimeline