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Disclosery

EFG ISHARES TR

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ETF (fund)

1,049 managers (1,063 13F filers) reported a position in EFG shares at 2026-06-30, 121,021,487 shares in all. 93 filers opened a position and 51 filers sold out during the quarter.

Managers
1,049
13F filers
1,063
New
93
Added
479
Reduced
292
Sold out
51
Shares held by filers
121,021,487

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
INDEPENDENT FINANCIAL GROUP, LLC5,120$637K0.01%+46213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,092$634K-4,894Timeline
TRUST CO OF VERMONT5,057$629K0.02%13F-HRTimeline
Koshinski Asset Management, Inc.5,055$629K0.03%+16213F-HRTimeline
MainStreet Investment Advisors LLC5,015$624K0.08%+61513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,014$624K0.04%+44813F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.5,007$623K0.23%013F-HRTimeline
Narus Financial Partners, LLC4,988$621K0.16%+23713F-HRTimeline
Centennial Advisors, LLC4,964$618K0.74%+12313F-HRTimeline
OpenArc Corporate Advisory, LLC4,937$614K0.01%+92113F-HRTimeline
PFG Investments, LLC4,873$606K0.02%+52113F-HRTimeline
Spectrum Advisors, Inc.4,783$595K0.42%-26013F-HRTimeline
Jordan Park Group LLC4,738$590K0.03%-28313F-HRTimeline
GWN SECURITIES INC.4,729$588K0.1%+1,25613F-HRTimeline
Athena Investment Management4,619$575K0.34%013F-HRTimeline
Cedar Point Capital Partners, LLC4,598$572K0.33%+1,67613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,595$572K0.02%+1,51213F-HRTimelineGroup
Hyundai Investments Co., Ltd.4,624$570K0.62%+2,83813F-HRTimeline
Aprio Wealth Management, LLC4,523$563K0.03%-2113F-HRTimeline
Peterson Wealth Advisors, LLC4,479$557K0.07%+5913F-HRTimeline
Leisure Capital Management4,477$557K0.17%013F-HRTimeline
Aegis Wealth Management, Inc.4,462$555K0.36%+43113F-HRTimeline
BEACON FINANCIAL GROUP4,446$553K0.05%-38213F-HRTimeline
Maridea Wealth Management LLC4,446$553K0.06%+1,67913F-HRTimeline
Chicago Partners Investment Group LLC4,631$552K0.01%+3413F-HRTimeline
Chatterton & Associates Inc.4,493$550K0.32%+42013F-HRTimeline
UPTICK PARTNERS, LLC4,404$548K0.09%+2,25513F-HRTimeline
Daybright Advisory Services, Inc.4,505$547K0.13%-66413F-HRTimeline
MONECO ADVISORS, LLC4,371$544K0.03%+213F-HRTimeline
Elevated Capital Advisors, LLC4,353$542K0.15%+57113F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,333$539K0.1%new13F-HR/ATimeline
ALONGSIDE, LLC4,333$539K0.1%13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,325$538K0.01%+20713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,318$537K0.03%+4613F-HRTimeline
Cape Investment Advisory, Inc.4,295$534K0.14%+55113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,294$534K0.01%-10413F-HRTimeline
National Philanthropic Trust4,282$533K0.01%new13F-HRTimeline
Harbour Capital Advisors, LLC4,321$530K0.1%-11013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …4,251$529K0.18%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,237$527K0.01%-413F-HRTimeline
Prime Capital Investment Advisors, LLC4,216$525K0.01%+29913F-HRTimeline
Continuum Advisory, LLC4,215$524K0.04%+26913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,197$522K0.19%+7813F-HRTimeline
Hickory Point Bank & Trust4,174$519K0.31%013F-HRTimeline
Elevation Wealth Management LLC4,163$518K0.39%+2313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,140$515K0.05%-7113F-HRTimeline
ASPIRIANT, LLC4,137$515K0.01%+47813F-HRTimeline
JT Stratford LLC4,136$515K0.06%-99413F-HRTimeline
Vann Equity Management LLC4,093$509K0.31%+4913F-HRTimeline
Plante Moran Financial Advisors, LLC4,043$503K0.02%+2,19113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,044$503K0.05%+51113F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV4,005$498K0.11%-9613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,000$498K0.11%+95213F-HRTimeline
Blue Capital, Inc.3,971$494K0.31%new13F-HRTimeline
Advisory Alpha, LLC3,952$492K0.01%+1,12213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,902$485K0.74%+86813F-HRTimeline
Hilltop National Bank3,875$482K0.1%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,846$479K0.07%-3,94913F-HRTimelineGroup
Fiscal Wisdom Wealth Management, LLC3,814$475K0.4%+58113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,798$473K0.02%-3213F-HRTimelineGroup
Krilogy Financial LLC3,793$472K0.01%+32013F-HRTimeline
Kelly Financial Services LLC3,783$471K0.1%+9513F-HRTimeline
Cooper Financial Group3,782$471K0.04%-113F-HRTimeline
Unified Investment Management3,779$470K0.44%+113F-HRTimeline
Pines Wealth Management, LLC3,773$469K0.14%+10213F-HRTimeline
PUREfi Wealth, LLC3,747$466K0.26%+9113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,744$466K0.01%+57713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,737$465K0.03%+5013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,690$459K0.01%-13913F-HRTimeline
Guidance Point Advisors, LLC3,663$456K0.1%013F-HRTimeline
Wolff Financial Management LLC3,652$454K0.09%-3413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$450K0.01%013F-HRTimelineGroup
Aspen Wealth Management LLC3,582$446K0.08%013F-HRTimeline
SAPIENT CAPITAL LLC3,580$445K0.01%new13F-HR/ATimeline
DOLIVER ADVISORS, LP3,570$444K0.1%013F-HRTimeline
VestGen Investment Management3,568$444K0.24%-26213F-HRTimeline
Arvest Bank Trust Division3,557$443K0.02%new13F-HRTimeline
HUB Investment Partners, LLC3,555$442K0.01%+20813F-HRTimeline
Fermata Advisors, LLC3,553$442K0.09%+21013F-HRTimeline
THEORY FINANCIAL LLC3,541$441K0.14%-3213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC3,519$438K0.18%-1,60013F-HRTimeline
FSA Advisors, Inc.3,517$438K0.2%+15513F-HR/ATimeline
Triangle Securities Wealth Management3,512$437K0.09%+22413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GHP Investment Advisors, Inc.3,506$436K0.02%-4713F-HRTimeline
Fulton Bank, N.A.3,497$435K0.01%-413F-HRTimeline
CENTAURUS FINANCIAL, INC.3,461$431K0.02%-12,20113F-HRTimeline
CGN Advisors LLC3,460$430K0.03%+6813F-HRTimeline
Milestone Asset Management Group, LLC3,449$429K0.22%+1513F-HRTimeline
Waldron Private Wealth LLC3,439$428K0.01%013F-HRTimeline
Evanson Financial, LLC3,431$427K0.02%13F-HRTimeline
Connecticut Wealth Management, LLC3,422$426K0.02%-16013F-HRTimeline
Moors & Cabot, Inc.3,385$421K0.02%new13F-HRTimeline
Aspire Capital Advisors LLC3,355$417K0.08%013F-HRTimeline
Allworth Financial LP3,348$417K<0.01%+46213F-HRTimeline
Bragg Financial Advisors, Inc3,331$414K0.01%013F-HRTimeline
Quantum Portfolio Management LLC3,262$406K0.15%-1413F-HRTimeline
CONNING INC.in group CONNING INC.3,255$405K0.01%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.3,623$403K<0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC3,238$403K0.02%+78013F-HRTimeline
Heartwood Wealth Advisors LLC3,227$402K0.03%+29413F-HRTimeline
XY Planning Network, Inc.3,224$401K0.05%+48513F-HRTimeline
Lifelong Wealth Advisors, Inc.3,214$400K0.09%-36113F-HRTimeline
Laurel Wealth Advisors LLC3,207$399K0.04%013F-HRTimeline
Sterling Group Wealth Management, LLC3,193$397K0.16%new13F-HRTimeline
Urban Financial Advisory Corp3,170$394K0.11%-60413F-HRTimeline
SEEDS INVESTOR LLC3,165$394K0.04%-4,38613F-HRTimeline
Tempus Wealth Planning, LLC3,155$393K0.08%-19313F-HRTimeline
Modera Wealth Management, LLC3,128$389K<0.01%+11313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,115$388K<0.01%new13F-HRTimelineGroup
Brand Asset Management Group, Inc.3,103$386K0.09%+49413F-HRTimeline
Ledyard National Bank3,094$385K0.03%-14413F-HRTimeline
Perennial Investment Advisors, LLC3,073$382K0.03%+613F-HRTimeline
Spinnaker Investment Group, LLC3,064$381K0.06%new13F-HRTimeline
Pettinga Financial Advisors LLC3,058$381K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,056$380K<0.01%-3,80313F-HRTimeline
Walkner Condon Financial Advisors LLC3,014$375K0.04%+71013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,998$373K0.23%+2113F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,993$372K0.06%new13F-HRTimeline
Summit Financial Strategies, Inc.2,976$370K0.03%+14013F-HRTimeline
Mission Financial Group, LLC2,975$370K0.31%13F-HRTimeline
GeoWealth Management, LLC2,956$368K0.01%+15913F-HRTimeline
PATTEN & PATTEN INC/TN2,950$367K0.02%013F-HRTimeline
LongView Wealth Management2,944$366K0.09%-25813F-HRTimeline
Elevated Financial Group LLC2,899$361K0.1%-10613F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$360K0.18%013F-HR/ATimeline
Atlatl Advisers LLC2,891$360K0.09%+20013F-HRTimeline
Sequent Planning LLC2,891$360K0.08%+14813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,890$360K0.26%013F-HRTimeline
TD Capital Management LLC2,880$358K0.03%-42113F-HRTimeline
Main Street Financial Solutions, LLC2,869$357K0.02%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,849$354K<0.01%+1,04413F-HRTimelineGroup
Talisman Wealth Advisors LLC2,808$349K0.26%new13F-HRTimeline
Midwest Heritage Bank, FSB2,807$349K0.1%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,807$349K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd2,795$348K<0.01%new13F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC2,782$346K0.02%+213F-HRTimeline
Hurlow Wealth Management Group, Inc.2,777$346K0.07%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,762$344K0.15%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,759$343K<0.01%-57813F-HRTimelineGroup
Strathmore Capital Advisors, Inc.2,830$342K0.09%+52313F-HRTimeline
Wedmont Private Capital2,782$341K0.01%-8713F-HRTimeline
Rollins Financial Advisors, LLC2,736$340K0.04%+313F-HRTimeline
ERn Financial, LLC2,711$337K0.06%+1613F-HRTimeline
Rossby Financial, LCC2,695$335K0.06%-11313F-HRTimeline
FOCUSED ALPHA, LLC2,677$333K0.09%+813F-HRTimeline
FLC Capital Advisors2,671$332K0.05%013F-HRTimeline
SCOTIA CAPITAL INC.2,670$332K<0.01%+23913F-HRTimeline
Madison Wealth Partners, Inc2,661$331K0.04%-113F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,614$325K0.05%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,610$325K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC2,606$324K<0.01%-85813F-HRTimeline
Index Technologies Group LLC2,606$324K0.26%-1013F-HRTimeline
Clearstead Advisors, LLC2,600$323K<0.01%+2,56213F-HRTimeline
Hemenway Trust Co LLC2,600$323K0.02%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC2,591$322K0.27%+1313F-HRTimeline
Legacy Wealth Asset Management, LLC2,587$322K0.07%013F-HRTimeline
CERTUITY, LLC2,581$321K0.02%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,572$320K0.03%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,568$320K0.15%-10913F-HRTimeline
LANE BROTHERS & CO INC2,551$317K0.21%-14213F-HRTimeline
KFA Private Wealth Group, LLC2,548$317K0.08%-25013F-HRTimeline
KELLY FINANCIAL GROUP LLC2,539$316K0.07%+1613F-HRTimeline
Quartz Partners, LLC2,524$314K0.1%-1613F-HRTimeline
NOVUS ADVISORS, LLC2,513$313K0.65%-20313F-HRTimeline
Provenance Wealth Advisors, LLC2,504$312K0.03%013F-HRTimeline
Retirement Solution LLC2,500$311K0.06%+1113F-HRTimeline
EHRLICH FINANCIAL GROUP2,500$311K0.16%-1,96213F-HRTimeline
JGP Wealth Management, LLC2,483$309K0.03%-7713F-HRTimeline
ALTFEST L J & CO INC2,473$308K0.03%013F-HRTimeline
Synergy Financial Group, LTD2,473$308K0.22%013F-HRTimeline
Bonfire Financial2,468$307K0.2%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,457$306K0.01%+9013F-HRTimeline
My Personal CFO, LLC2,447$304K0.12%013F-HRTimeline
Venture Visionary Partners LLC2,438$303K0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,422$301K0.04%+613F-HRTimeline
Resurgent Financial Advisors LLC2,422$301K0.08%-3913F-HRTimeline
WEALTHGARDEN F.S. LLC2,394$298K0.17%+26213F-HRTimeline
Goldstein Advisors, LLC2,386$297K0.03%-2613F-HRTimeline
Yoffe Investment Management, LLC2,358$293K0.34%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,355$293K0.01%013F-HRTimeline
Goelzer Investment Management, Inc.2,347$292K0.01%+40813F-HRTimeline
Fonville Wealth Management LLC2,345$292K0.05%-3013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,337$291K-199Timeline
Clear Retirement Advice LLC2,331$290K0.2%013F-HRTimeline
Cedarwood Wealth LLC2,325$289K0.22%013F-HRTimeline
Proactive Wealth Strategies LLC2,319$289K0.05%+1913F-HRTimeline
Williams Jones Wealth Management, LLC.2,317$288K<0.01%+2413F-HRTimeline
Beacon Financial Advisory LLC2,313$288K0.06%-1013F-HRTimeline
Orin Green Financial, LLC2,310$287K0.11%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,283$284K0.02%+2313F-HRTimeline
Global Wealth Strategies & Associates2,281$284K0.05%-16613F-HRTimeline
Walleye Partners, LLC2,265$282K0.32%013F-HRTimeline
JMG Financial Group, Ltd.2,256$281K0.01%-15513F-HRTimeline
Bernicke Wealth Management, Ltd.2,227$277K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,197$273K0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,218$272K0.02%-5513F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC2,179$271K0.02%-24413F-HRTimelineGroup
Cornerstone Wealth Management, LLC2,170$270K0.01%+3913F-HRTimeline
A4 Wealth Advisors LLC2,134$266K0.18%-22213F-HRTimeline
Neumann Capital Management, LLC2,125$264K0.17%013F-HRTimeline