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Disclosery

EFG ISHARES TR

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ETF (fund)

1,004 managers (1,016 13F filers) reported a position in EFG shares at 2026-03-31, 110,528,435 shares in all. 110 filers opened a position and 68 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
110
Added
412
Reduced
287
Sold out
68
Shares held by filers
110,528,435

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Two West Capital Advisors LLC12,722$1.48M0.78%+8,15113F-HRTimeline
Snowden Capital Advisors LLC13,105$1.46M0.04%-7,32713F-HRTimeline
Avidian Wealth Enterprises, LLC13,073$1.46M0.05%+7,55313F-HRTimeline
FWG Investments, LLC.12,750$1.42M0.9%-1,33313F-HRTimeline
APS Management Group, Inc.12,748$1.42M1.22%+15113F-HRTimeline
Wingate Wealth Advisors, Inc.12,709$1.42M0.76%+1,37613F-HRTimeline
Hardy Reed LLC12,520$1.39M0.1%013F-HRTimeline
Bison Wealth, LLC11,469$1.39M0.14%-16913F-HRTimeline
Claro Advisors Inc.12,491$1.39M0.17%-3,98913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,325$1.37M0.08%+9,11613F-HRTimeline
JFS WEALTH ADVISORS, LLC12,240$1.36M0.08%+10,53313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,216$1.36M0.02%-82513F-HRTimelineGroup
Odyssey Capital Advisors, Inc.12,154$1.35M1.21%+1,23713F-HRTimeline
HB Wealth Management, LLC12,115$1.35M0.01%+2,93313F-HRTimeline
SAX WEALTH ADVISORS, LLC11,748$1.34M0.06%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC12,009$1.34M0.6%+1,06713F-HRTimeline
Synergy Investment Management, LLC12,005$1.34M0.44%+3,05913F-HRTimeline
EFG International AGin group EFG International AG11,892$1.32M0.03%new13F-HRTimelineGroup
Duncan Williams Asset Management, LLC11,844$1.32M0.37%-12713F-HRTimeline
Mechanics Bank Trust Department11,704$1.3M0.18%-67013F-HRTimeline
BEACON FINANCIAL PLANNING, INC11,687$1.3M0.5%+5,33913F-HRTimeline
JABODON PT CO11,655$1.3M0.15%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,562$1.29M0.22%+54813F-HRTimeline
Capital Asset Managemnet, LLC11,554$1.29M1.45%new13F-HRTimeline
Capital Investment Management, Inc.11,478$1.28M0.44%new13F-HRTimeline
Brooklyn Investment Group11,263$1.25M0.04%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,236$1.25M0.1%013F-HRTimeline
PINNACLE ASSOCIATES LTD11,053$1.23M0.02%013F-HRTimeline
Quadrant Private Wealth Management, LLC11,040$1.23M0.19%-1,04513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,025$1.23M0.08%013F-HRTimelineGroup
Signal Advisors Wealth, LLC10,895$1.21M0.08%+3,06213F-HRTimeline
Mayflower Financial Advisors, LLC10,777$1.2M0.15%+4813F-HRTimeline
M Holdings Securities, Inc.10,026$1.2M0.08%new13F-HRTimeline
Robertson Stephens Wealth Management, L…10,712$1.19M0.03%+1,85313F-HRTimeline
Caprock Group, LLC10,706$1.19M0.03%new13F-HRTimeline
Verdence Capital Advisors LLC10,485$1.17M0.07%-10,13313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,449$1.16M<0.01%013F-HRTimeline
Interchange Capital Partners, LLC11,500$1.16M0.37%+8,62513F-HRTimeline
Unify Financial Advisors10,204$1.14M1.18%+8,19713F-HRTimeline
Caliber Wealth Management, LLC / KS10,203$1.14M0.12%-53913F-HRTimeline
Sovereign Financial Group, Inc.10,200$1.14M0.2%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,184$1.13M0.42%+1,47213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,112$1.13M0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,101$1.12M0.01%-1,12813F-HRTimeline
Facet Wealth, Inc.10,064$1.12M0.02%-1,37513F-HRTimeline
Wilmington Savings Fund Society, FSB10,063$1.12M0.03%-36013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,012$1.12M0.06%+7,77213F-HRTimeline
IEQ CAPITAL, LLC9,989$1.11M0.01%-6713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,986$1.11M+7,200Timeline
Wealthfront Advisers LLC9,961$1.11M<0.01%+24813F-HRTimeline
Raleigh Capital Management Inc.9,921$1.1M0.38%+9,32513F-HRTimeline
Parallel Advisors, LLC9,921$1.1M0.02%+1,84913F-HR/ATimeline
SMART Wealth LLC9,853$1.1M0.32%+3,73413F-HRTimeline
Mainstream Capital Management LLC9,842$1.1M0.74%-4313F-HRTimeline
Balance Wealth Partners LLC9,785$1.09M0.34%-44713F-HRTimeline
Canvas Wealth Advisors, LLC9,754$1.09M0.18%-9313F-HRTimeline
American State Bank (Iowa)9,621$1.07M0.51%+8513F-HRTimeline
Arcadia Wealth Management, LLC9,532$1.06M0.38%-1,54813F-HRTimeline
Archer Investment Management, LLC9,428$1.05M0.44%+6,42313F-HRTimeline
Meridian Wealth Management, LLC9,393$1.05M0.04%-29513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.9,377$1.04M0.83%+38513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,328$1.04M0.01%+33313F-HRTimeline
Apeiron RIA LLC9,264$1.03M0.24%-6,71013F-HRTimeline
Quest 10 Wealth Builders, Inc.9,263$1.03M0.9%+5913F-HRTimeline
Hutchens & Kramer Investment Management…9,250$1.03M0.33%+3,23013F-HRTimeline
Sherman Wealth Management LLC9,199$1.02M0.88%-3013F-HRTimeline
Calydon Capital9,162$1.02M0.17%013F-HRTimeline
SAGE FINANCIAL GROUP INC9,161$1.02M0.07%+22513F-HRTimeline
Gotham Asset Management, LLC9,156$1.02M<0.01%+60013F-HRTimeline
Global Wealth Management Investment Adv…9,127$1.02M0.16%-71013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,096$1.01M0.42%-1,64113F-HRTimeline
Avantax Planning Partners, Inc.9,056$1.01M0.03%-113F-HRTimeline
Rehmann Capital Advisory Group9,041$1.01M0.05%-3,83613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,040$1.01M<0.01%-1,69013F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC8,939$996K0.57%+1,50013F-HRTimeline
Godfrey Financial Associates, Inc.10,988$992K0.85%+4,35113F-HRTimeline
Aspire Private Capital, LLC8,895$991K0.22%+6,29513F-HRTimeline
LVW Advisors, LLC8,889$990K0.1%-5,57513F-HRTimeline
Legacy Capital Wealth Partners, LLC8,836$984K0.2%-17413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC8,710$970K0.64%+2,16813F-HRTimeline
Western Wealth Management, LLC8,669$965K0.04%+5,16413F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,639$962K0.01%+2,78013F-HRTimelineGroup
Advocacy Wealth Management, LLC8,601$958K0.04%-1,20613F-HRTimeline
DAVENPORT & Co LLC8,529$950K0.01%+5,44913F-HRTimeline
Centurion Wealth Management LLC8,509$948K0.21%+3,24313F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,453$941K0.22%-50513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,447$941K0.32%-35313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,372$932K0.19%013F-HRTimeline
HORAN Wealth, LLC8,171$931K0.09%new13F-HRTimeline
Jacobi Capital Management LLC8,355$931K0.05%-56413F-HRTimeline
CIBC WORLD MARKET INC.8,297$924K<0.01%-9213F-HRTimeline
Lifeworks Advisors, LLC8,264$920K0.12%+5,04613F-HRTimeline
Causey Wealth LLC8,262$920K0.39%-1,63113F-HRTimeline
BIP Wealth, LLC8,243$918K0.04%+93513F-HRTimeline
Asempa Wealth Advisors8,058$916K0.8%-78913F-HRTimeline
SEEDS INVESTOR LLC7,551$912K0.12%new13F-HRTimeline
Milestone Investment Advisors LLC8,114$904K0.22%+8513F-HRTimeline
Sigma Planning Corp8,096$902K0.03%+1,40013F-HRTimeline
Targeted Financial Services LLC8,058$897K0.74%+50413F-HRTimeline
PRIVATE TRUST CO NA8,006$892K0.08%+3,05213F-HRTimeline
James J. Burns & Company, LLC7,909$881K0.12%-23413F-HRTimeline
Richmond Investment Services, LLC7,887$878K0.14%+6,11713F-HRTimeline
Faithward Advisors, LLC7,845$874K0.12%+2,80413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,844$874K0.1%-5313F-HRTimeline
Fragasso Financial Advisors Inc7,678$871K0.05%+813F-HRTimeline
Accelerate Investment Advisors LLC7,813$870K0.58%new13F-HRTimeline
Berger Financial Group, Inc7,798$868K0.05%-30,87213F-HRTimeline
Madden Advisory Services, Inc.7,797$868K0.34%+2,79713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …7,795$868K0.14%-5,91013F-HRTimelineGroup
Latitude Advisors, LLC7,765$865K0.4%-1,50813F-HRTimeline
First Citizens Financial Corp7,763$865K0.41%+1,51113F-HRTimeline
Sound Financial Strategies Group, LLC7,763$865K0.59%+2,88913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,737$862K0.07%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC7,730$861K0.07%+5,75113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,728$861K0.26%-1,37513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,700$858K0.19%013F-HRTimeline
Palisade Asset Management, LLC7,684$856K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,663$854K0.03%+3,62313F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC7,621$849K0.04%+24113F-HRTimeline
WASHINGTON TRUST Co7,583$845K0.03%+1,19713F-HRTimeline
Diversified Enterprises, LLC7,583$844K0.05%-1,20913F-HRTimeline
GGM Financial LLC7,419$826K0.38%+613F-HRTimeline
Klingman & Associates, LLC7,383$822K0.04%+5813F-HRTimeline
UNIQUE WEALTH, LLC7,256$808K0.11%-1,66313F-HRTimeline
Prospera Financial Services Inc7,227$805K0.01%-40213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,195$801K0.61%+5,24913F-HRTimeline
Noble Family Wealth, LLC7,160$797K0.16%013F-HR/ATimeline
KPP Advisory Services LLC7,147$796K0.12%-3,61113F-HRTimeline
Copia Wealth Management7,072$788K0.54%-33713F-HRTimeline
Alta Wealth Advisors LLC7,059$786K0.26%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,018$782K0.01%-1,35513F-HR/ATimeline
RCS Financial Planning, LLC7,010$781K0.4%+7113F-HRTimeline
SilverOak Wealth Management LLC7,006$780K0.12%+92813F-HRTimeline
LMCG INVESTMENTS, LLC6,958$775K0.05%+49513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC6,940$773K0.03%new13F-HRTimelineGroup
Americana Partners, LLC6,931$772K0.02%+21213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,859$764K0.01%new13F-HRTimeline
Pointe Capital Management LLC6,848$763K0.38%+1,57913F-HRTimeline
Golden State Wealth Management, LLC6,793$757K0.08%+49913F-HRTimeline
PFG Advisors6,766$753K0.04%-92813F-HRTimeline
MAI Capital Management6,752$752K<0.01%-28713F-HRTimeline
NORTHLAND SECURITIES, INC.6,743$751K0.71%-8813F-HRTimeline
Central Pacific Bank - Trust Division6,715$748K0.1%+26513F-HRTimeline
Brookwood Investment Group LLC6,701$746K0.1%-1,68013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,676$743K0.02%new13F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC6,674$743K0.1%013F-HRTimeline
OMNI 360 Wealth, Inc.6,651$741K0.38%-1,42713F-HRTimeline
ROCKLAND TRUST CO6,641$740K0.03%-2113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,625$738K0.04%+53413F-HRTimelineGroup
EASTERN BANK6,603$735K0.01%-9,11613F-HRTimeline
Financial Perspectives, Inc6,426$716K0.2%+56513F-HRTimeline
Institute for Wealth Management, LLC.6,413$714K0.08%+18113F-HRTimeline
Scarborough Advisors, LLC6,342$706K0.08%new13F-HRTimeline
EWA, LLC6,339$706K0.16%-82713F-HRTimeline
Confluence Wealth Services, Inc.6,288$700K0.03%+2613F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,213$692K0.22%+43013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,206$691K0.33%-15813F-HRTimeline
Tassel Capital Management, Inc.6,040$673K0.37%+52513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,000$668K0.01%-22413F-HRTimeline
BAYBAN5,997$668K0.58%013F-HRTimeline
Semus Wealth Partners LLC5,987$667K0.37%new13F-HRTimeline
Argent Trust Co5,974$665K0.02%+4,21713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,958$664K0.07%-413F-HRTimelineGroup
ASL Financial, LLC5,947$662K0.53%+7013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,932$661K0.04%-7113F-HRTimeline
Evercore Wealth Management, LLC5,775$643K0.01%-2713F-HRTimeline
KINTRA WEALTH, LLC5,741$639K0.05%new13F-HRTimeline
FLP Wealth Management, LLC5,731$638K1.32%-32313F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC5,700$635K<0.01%-17,70013F-HRTimeline
TD Waterhouse Canada Inc.5,568$633K<0.01%013F-HRTimeline
Sentinel Advisory Group, LLC5,590$623K0.3%13F-HRTimeline
Schneider Downs Wealth Management Advis…5,471$609K0.07%-49913F-HRTimeline
Birch Hill Investment Advisors LLC5,450$607K0.03%013F-HRTimeline
Montecito Bank & Trust5,412$603K0.1%-8713F-HRTimeline
WORLD EQUITY GROUP, INC.5,334$594K0.15%new13F-HRTimeline
Decker Retirement Planning Inc.5,335$594K0.27%+4713F-HRTimeline
ALERUS FINANCIAL NA5,326$593K0.03%013F-HRTimeline
Kelman-Lazarov, Inc.5,295$590K0.08%013F-HRTimeline
Legacy Edge Advisors, LLC5,268$587K0.06%+1,90313F-HRTimeline
Independence Bank of Kentucky5,266$586K0.07%013F-HRTimeline
Daybright Advisory Services, Inc.5,169$576K0.16%+3913F-HRTimeline
Choate Investment Advisors5,148$573K0.01%013F-HRTimeline
JT Stratford LLC5,130$571K0.07%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC5,119$570K0.26%-1,50613F-HRTimeline
Betterment LLC5,090$567K<0.01%-26313F-HRTimeline
Spectrum Advisors, Inc.5,043$562K0.44%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,030$560K0.01%013F-HRTimelineGroup
Jordan Park Group LLC5,021$559K0.03%-3013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,007$558K0.24%013F-HRTimeline
Chicago Partners Investment Group LLC4,597$549K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.4,893$545K0.03%+24213F-HRTimeline
Centennial Advisors, LLC4,841$539K0.69%-62513F-HRTimeline
BEACON FINANCIAL GROUP4,828$538K0.05%+10513F-HRTimeline
SCS Capital Management LLC4,783$533K0.01%-1713F-HRTimeline
Plancorp, LLC4,470$530K0.02%013F-HRTimeline
Harbour Capital Advisors, LLC4,431$529K0.1%-25013F-HRTimeline
Narus Financial Partners, LLC4,751$529K0.14%-48813F-HRTimeline
Legacy Wealth Partners, LLC4,677$521K0.13%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,658$519K0.01%+44013F-HR/ATimeline
Keystone Financial Group4,623$518K0.04%new13F-HRTimeline