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Disclosery

EFG ISHARES TR

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ETF (fund)

969 managers (979 13F filers) reported a position in EFG shares at 2025-12-31, 62,825,241 shares in all. 53 filers opened a position and 95 filers sold out during the quarter.

Managers
969
13F filers
979
New
53
Added
324
Reduced
379
Sold out
95
Shares held by filers
62,825,241

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Shared Vision Wealth Group LLC9,874$1.19M0.48%-2,98513F-HRTimeline
SageView Advisory Group, LLC10,398$1.18M0.04%+3613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,281$1.17M0.08%-2,64813F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.10,269$1.17M0.01%+7813F-HRTimeline
Balance Wealth Partners LLC10,232$1.17M0.37%-39813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,112$1.15M0.03%+1,00013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC10,072$1.15M0.49%-2,46413F-HRTimeline
IEQ CAPITAL, LLC10,056$1.15M<0.01%+14813F-HRTimeline
Causey Wealth LLC9,893$1.13M0.51%-48413F-HRTimeline
Mainstream Capital Management LLC9,885$1.13M0.74%-1,06713F-HRTimeline
Canvas Wealth Advisors, LLC9,847$1.12M0.19%+26213F-HRTimeline
Global Wealth Management Investment Adv…9,837$1.12M0.18%-74513F-HRTimeline
Advocacy Wealth Management, LLC9,807$1.12M0.05%-1,22313F-HRTimeline
Wealthfront Advisers LLC9,713$1.11M<0.01%+56913F-HRTimeline
Meridian Wealth Management, LLC9,688$1.1M0.04%-8313F-HRTimeline
Csenge Advisory Group9,582$1.09M0.05%-1,57813F-HRTimeline
American State Bank (Iowa)9,536$1.09M0.52%013F-HRTimeline
Latitude Advisors, LLC9,273$1.06M0.46%-94913F-HRTimeline
Sherman Wealth Management LLC9,229$1.05M0.91%13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.9,204$1.05M0.94%+13913F-HRTimeline
HB Wealth Management, LLC9,182$1.05M0.01%+2,12513F-HRTimeline
WEALTH ALLIANCE, LLC9,182$1.05M0.1%-6,39313F-HRTimeline
Calydon Capital9,162$1.04M0.18%+14413F-HRTimeline
Vestmark Advisory Solutions, Inc.9,112$1.04M0.01%-38,18413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC9,103$1.04M0.33%-17,22013F-HRTimeline
Avantax Planning Partners, Inc.9,057$1.03M0.03%-1913F-HRTimeline
Legacy Capital Wealth Partners, LLC9,010$1.03M0.22%-3313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,995$1.02M0.01%+1,46113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,992$1.02M0.87%+11613F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,958$1.02M0.24%-1213F-HRTimeline
Synergy Investment Management, LLC8,946$1.02M0.36%+1,65713F-HRTimeline
SAGE FINANCIAL GROUP INC8,936$1.02M0.07%-5013F-HRTimeline
Jacobi Capital Management LLC8,919$1.02M0.06%-35713F-HRTimeline
UNIQUE WEALTH, LLC8,919$1.02M0.14%-45,29613F-HRTimeline
Robertson Stephens Wealth Management, L…8,859$1.01M0.03%-58613F-HRTimeline
Asempa Wealth Advisors8,847$1.01M0.87%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,800$1M0.35%+10913F-HRTimeline
Diversified Enterprises, LLC8,792$1M0.06%-92313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,712$992K0.37%-3,92513F-HRTimeline
Gotham Asset Management, LLC8,556$975K<0.01%+1,59613F-HRTimeline
Lantz Financial LLC8,492$967K0.2%-4,01813F-HRTimeline
Retirement Wealth Solutions LLC8,492$967K0.61%-1,47313F-HRTimeline
OMNI 360 Wealth, Inc.8,078$960K0.49%-4,83413F-HRTimeline
CIBC WORLD MARKET INC.8,389$956K<0.01%-38813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP8,385$955K0.04%new13F-HRTimeline
Brookwood Investment Group LLC8,381$955K0.11%-1,29613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,373$954K0.01%+713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,372$954K0.2%+13213F-HRTimeline
James J. Burns & Company, LLC8,143$928K0.13%+213F-HRTimeline
Parallel Advisors, LLC8,072$920K0.02%-14713F-HRTimeline
Milestone Investment Advisors LLC8,029$915K0.22%013F-HRTimeline
Dentgroup LLC7,963$907K0.62%+60513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,897$900K0.1%+59313F-HRTimeline
Signal Advisors Wealth, LLC7,833$892K0.07%-2,21213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,784$887K<0.01%+6,79813F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC7,700$877K0.2%-55513F-HRTimeline
PFG Advisors7,694$877K0.04%-20,52513F-HRTimeline
Palisade Asset Management, LLC7,684$875K0.09%013F-HRTimeline
Regal Investment Advisors LLC7,684$875K0.05%-5,87313F-HRTimeline
Fragasso Financial Advisors Inc7,670$874K0.05%+1413F-HRTimeline
Prospera Financial Services Inc7,629$870K0.01%-1,06813F-HRTimeline
Targeted Financial Services LLC7,554$861K0.74%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,515$856K0.1%13F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,439$847K0.47%+11713F-HRTimeline
GGM Financial LLC7,413$844K0.41%+54613F-HRTimeline
Copia Wealth Management7,409$844K0.6%+4113F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,380$841K0.04%+50813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,351$837K0.09%+15113F-HRTimeline
Klingman & Associates, LLC7,325$834K0.04%new13F-HRTimeline
BIP Wealth, LLC7,308$833K0.03%-4813F-HRTimeline
EWA, LLC7,166$816K0.2%+1613F-HRTimeline
Noble Family Wealth, LLC7,160$816K0.17%013F-HRTimeline
MAI Capital Management7,039$802K<0.01%+2,54613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,011$799K0.55%+4713F-HRTimeline
Blue Trust, Inc.6,947$791K0.01%-6,49013F-HRTimeline
RCS Financial Planning, LLC6,939$791K0.34%-96413F-HRTimeline
Composition Wealth, LLC6,884$784K0.01%-4713F-HRTimeline
NORTHLAND SECURITIES, INC.6,831$778K0.75%13F-HRTimeline
Americana Partners, LLC6,719$765K0.02%-3913F-HRTimeline
Sigma Planning Corp6,696$763K0.02%-13213F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC6,674$760K0.11%13F-HRTimeline
ROCKLAND TRUST CO6,662$759K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.6,637$756K0.66%13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC6,625$755K0.35%13F-HRTimeline
Vision Retirement, LLC6,618$754K0.2%13F-HRTimeline
Advyzon Investment Management, LLC6,610$753K0.09%+4,45113F-HRTimeline
Centerline Wealth Advisors, LLC6,606$753K0.27%-25,17713F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,542$745K0.5%+4,32513F-HRTimeline
LMCG INVESTMENTS, LLC6,463$736K0.04%+11513F-HRTimeline
IFG Advisory, LLC6,456$735K0.03%-23513F-HRTimeline
Central Pacific Bank - Trust Division6,450$735K0.09%new13F-HRTimeline
WASHINGTON TRUST Co6,386$727K0.02%013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,364$725K0.35%+22613F-HRTimeline
BEACON FINANCIAL PLANNING, INC6,348$723K0.35%+1,11513F-HRTimeline
Golden State Wealth Management, LLC6,294$717K0.08%-40813F-HRTimeline
Confluence Wealth Services, Inc.6,262$713K0.03%+5413F-HRTimeline
First Citizens Financial Corp6,252$712K0.35%+1513F-HRTimeline
Town Capital LLC6,236$710K0.58%13F-HRTimeline
Institute for Wealth Management, LLC.6,232$710K0.08%-5,25713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,224$709K0.01%013F-HRTimeline
SMART Wealth LLC6,119$697K0.21%+1,20613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,091$694K0.04%+4313F-HRTimelineGroup
SilverOak Wealth Management LLC6,078$692K0.11%+4,24413F-HRTimeline
FLP Wealth Management, LLC6,054$690K1.63%+87413F-HR/ATimeline
Hutchens & Kramer Investment Management…6,020$686K0.24%-87213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,003$684K0.04%013F-HRTimeline
BAYBAN5,997$683K0.6%13F-HRTimeline
Schneider Downs Wealth Management Advis…5,970$680K0.08%+8613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,962$679K0.08%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.5,945$677K0.19%-19,31613F-HRTimeline
Davis Wealth Advisors, LLC5,916$674K0.56%-2,10413F-HRTimeline
BlackDiamond Wealth Management, LLC5,532$672K0.33%-5,70213F-HRTimeline
BridgePort Financial Solutions, LLC5,889$671K0.18%-2,36513F-HRTimeline
ASL Financial, LLC5,877$670K0.53%13F-HRTimeline
Financial Perspectives, Inc5,861$668K0.18%+1,55413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,859$667K0.01%-32213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,858$667K0.03%-23313F-HRTimelineGroup
Evercore Wealth Management, LLC5,802$661K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,783$659K0.21%+1,45313F-HRTimeline
Pallas Capital Advisors LLC5,771$657K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,739$654K0.04%-40713F-HRTimeline
Stokes Family Office, LLC5,591$637K0.06%+1,04713F-HRTimeline
TD Waterhouse Canada Inc.5,568$634K<0.01%+5,41213F-HRTimeline
EHRLICH FINANCIAL GROUP5,565$634K0.36%-9,98213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,523$629K0.01%+9713F-HRTimelineGroup
Modern Wealth Management, LLC5,521$629K0.01%-1,55313F-HRTimeline
Avidian Wealth Enterprises, LLC5,520$629K0.02%-2,62113F-HRTimeline
Tassel Capital Management, Inc.5,515$628K0.38%+1,88713F-HRTimeline
Cornerstone Planning Group LLC5,208$627K0.1%-6113F-HRTimeline
Montecito Bank & Trust5,499$626K0.1%013F-HRTimeline
Centennial Advisors, LLC5,466$623K0.81%13F-HRTimeline
Birch Hill Investment Advisors LLC5,450$621K0.03%013F-HRTimeline
Polaris Investment Advisors, LLC5,442$620K0.45%13F-HRTimeline
Spectrum Planning & Advisory Services I…5,398$615K0.32%-2,56213F-HRTimeline
CORE WEALTH ADVISORS, LLC5,383$613K0.48%13F-HR/ATimeline
MIdWestOne Financial Group, Inc.5,365$611K0.07%-47913F-HRTimeline
Betterment LLC5,353$610K<0.01%+37313F-HRTimeline
Fulton Bank, N.A.5,327$607K0.02%+1,84013F-HRTimeline
ALERUS FINANCIAL NA5,326$607K0.03%-913F-HRTimeline
True Vision MN LLC5,309$605K0.31%-2,23913F-HRTimeline
Kelman-Lazarov, Inc.5,295$603K0.09%013F-HRTimeline
Decker Retirement Planning Inc.5,288$602K0.3%+41313F-HRTimeline
Pointe Capital Management LLC5,269$600K0.3%+56913F-HRTimeline
Centurion Wealth Management LLC5,266$600K0.13%-78013F-HRTimeline
Independence Bank of Kentucky5,266$600K0.07%+15713F-HRTimeline
Narus Financial Partners, LLC5,239$597K0.16%+1513F-HRTimeline
Choate Investment Advisors5,148$586K0.01%013F-HRTimeline
Daybright Advisory Services, Inc.5,130$584K0.16%13F-HRTimeline
DRW Securities, LLC5,116$583K0.04%013F-HRTimeline
Cooper Financial Group5,070$578K0.06%-90313F-HRTimeline
Jordan Park Group LLC5,051$575K0.03%+37613F-HRTimeline
Faithward Advisors, LLC5,041$574K0.08%+1,13813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,030$573K0.01%-4013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.5,007$570K0.24%013F-HRTimeline
Madden Advisory Services, Inc.5,000$570K0.23%+1,74913F-HRTimeline
Rothschild Wealth LLC4,978$567K0.05%-50,41013F-HR/ATimeline
PRIVATE TRUST CO NA4,954$564K0.05%-1,28113F-HRTimeline
Lloyd Advisory Services, LLC.4,943$563K0.22%-45713F-HRTimeline
Integrated Advisors Network LLC4,921$561K0.02%-1,63413F-HRTimeline
Sound Financial Strategies Group, LLC4,874$555K0.39%+713F-HRTimeline
Chicago Partners Investment Group LLC4,597$549K0.01%+1613F-HRTimeline
SCS Capital Management LLC4,800$547K0.01%-60113F-HRTimeline
Harbour Capital Advisors, LLC4,681$539K0.11%+5013F-HRTimeline
BEACON FINANCIAL GROUP4,723$538K0.05%-49113F-HRTimeline
Larson Financial Group LLC4,715$537K0.02%-1,27813F-HRTimeline
Koshinski Asset Management, Inc.4,651$530K0.03%+1213F-HRTimeline
Bogart Wealth, LLC4,638$528K0.02%+21313F-HRTimeline
Athena Investment Management4,619$526K0.27%013F-HRTimeline
Fisher Asset Management, LLC4,618$526K<0.01%+2,35013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,614$526K0.03%+47713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,574$521K0.01%-1,82813F-HRTimeline
Two West Capital Advisors LLC4,571$521K0.3%-1,79913F-HRTimeline
ALONGSIDE, LLC4,561$520K0.17%13F-HRTimeline
Tempus Wealth Planning, LLC4,478$510K0.12%-61413F-HRTimeline
Leisure Capital Management4,477$510K0.17%013F-HRTimeline
Plancorp, LLC4,470$509K0.02%-9613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,459$508K0.02%-3913F-HRTimeline
Aprio Wealth Management, LLC4,446$506K0.03%-1,68213F-HRTimeline
MONECO ADVISORS, LLC4,442$506K0.04%+513F-HRTimeline
OLD NATIONAL BANCORP /IN/4,441$506K0.01%-25713F-HRTimeline
Elevated Financial Group LLC4,354$496K0.17%13F-HRTimeline
Peterson Wealth Advisors, LLC4,341$495K0.07%+1,23713F-HRTimeline
LifePlan Investment Advisors, Inc.4,302$490K0.2%+86913F-HRTimeline
FFG RETIREMENT ADVISORS LLC4,282$488K0.3%-11,20813F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,253$485K0.01%-513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,218$480K0.01%-64013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,202$479K0.08%-1113F-HRTimelineGroup
Hickory Point Bank & Trust4,174$476K0.34%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,160$474K0.05%-10713F-HRTimeline
Quartz Partners, LLC4,091$466K0.17%-4213F-HRTimeline
Hyundai Investments Co., Ltd.4,037$462K0.45%new13F-HRTimeline
Elevated Capital Advisors, LLC4,052$462K0.11%+5313F-HRTimeline
Independent Advisor Alliance4,048$461K0.01%+1,24413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,040$460K0.02%-1,21413F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,986$454K0.12%+58713F-HRTimeline
Pines Wealth Management, LLC3,945$449K0.15%+15513F-HRTimeline
MainStreet Investment Advisors LLC3,901$444K0.06%-6213F-HRTimeline
Hilltop National Bank3,875$441K0.11%013F-HRTimeline
Unified Investment Management3,868$441K0.45%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,821$435K0.01%-2,05513F-HRTimelineGroup