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Disclosery

EFG ISHARES TR

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ETF (fund)

961 managers (970 13F filers) reported a position in EFG shares at 2025-03-31, 108,166,253 shares in all. 60 filers opened a position and 72 filers sold out during the quarter.

Managers
961
13F filers
970
New
60
Added
230
Reduced
517
Sold out
72
Shares held by filers
108,166,253

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Resurgent Financial Advisors LLC5,289$529K0.32%-4,52113F-HRTimeline
WealthPlan Investment Management, LLC5,252$525K0.05%-39913F-HRTimeline
CONNING INC.in group CONNING INC.5,226$523K0.02%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,222$522K<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC5,182$518K0.08%-3,05113F-HRTimeline
DRW Securities, LLC5,156$516K0.04%new13F-HRTimeline
Independence Bank of Kentucky5,109$511K0.08%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,033$503K0.13%-1,58713F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.5,007$501K0.25%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,994$499K0.06%-2,41513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,905$491K0.06%-17713F-HRTimeline
LGT Financial Advisors LLC4,897$490K1.5%-2,27113F-HRTimeline
GeoWealth Management, LLC4,898$490K0.02%-2,21513F-HRTimeline
Western Wealth Management, LLC4,887$489K0.03%-79513F-HRTimeline
Quantinno Capital Management LP4,886$489K<0.01%-9413F-HRTimeline
Chicago Partners Investment Group LLC4,572$484K0.02%-2,79913F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,772$477K0.01%-69713F-HRTimeline
Freedom Investment Management, Inc.4,757$476K0.04%+95113F-HRTimeline
NOVUS ADVISORS, LLC4,749$475K0.48%-43313F-HRTimeline
Urban Financial Advisory Corp4,722$472K0.26%+93013F-HRTimeline
Rosenberg Matthew Hamilton4,703$470K0.12%-8813F-HRTimeline
Rappaport Reiches Capital Management, L…4,673$467K0.12%013F-HRTimeline
Sound Financial Strategies Group, LLC4,654$465K0.42%+61413F-HRTimeline
Athena Investment Management4,619$462K0.28%+9113F-HRTimeline
NewEdge Wealth, LLC4,599$460K0.01%-46713F-HRTimeline
Plancorp, LLC4,589$459K0.02%new13F-HRTimeline
Semus Wealth Partners LLC4,574$457K0.32%-3,41413F-HRTimeline
Leisure Capital Management4,477$448K0.18%-1,66813F-HRTimeline
Koshinski Asset Management, Inc.4,395$439K0.04%+33913F-HRTimeline
MAI Capital Management4,391$439K<0.01%-9313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,368$437K0.02%-1,35913F-HRTimeline
LexAurum Advisors, LLC4,358$436K0.08%-2,48413F-HRTimeline
Composition Wealth, LLC4,316$432K0.01%-10813F-HRTimeline
Magnus Financial Group LLC4,280$428K0.04%-3,10113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…4,268$427K0.15%+1,53913F-HRTimeline
Bogart Wealth, LLC4,257$426K0.02%+8713F-HRTimeline
Gladstone Institutional Advisory LLC4,183$418K0.02%-1,64313F-HRTimeline
PUREfi Wealth, LLC4,183$418K0.42%-1,56813F-HRTimeline
Hickory Point Bank & Trust4,174$417K0.37%013F-HRTimeline
Martin Worley Group4,173$417K0.24%013F-HRTimeline
Pinnacle Family Advisors, LLC4,160$416K0.23%-1,52013F-HRTimeline
Fisher Asset Management, LLC4,158$416K<0.01%+13513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,153$415K0.02%+513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,122$412K0.02%-213F-HRTimeline
Unified Investment Management4,120$412K0.49%-15813F-HRTimeline
Decker Retirement Planning Inc.4,117$412K0.26%+76413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,006$401K0.01%-1,69613F-HRTimelineGroup
Midwest Heritage Bank, FSB4,001$400K0.16%-64113F-HRTimeline
Fermata Advisors, LLC4,000$400K0.07%-26113F-HRTimeline
Legacy Financial Advisors, Inc.3,999$400K0.07%-2,95113F-HRTimeline
Quartz Partners, LLC3,944$394K0.24%-18213F-HRTimeline
Prime Capital Investment Advisors, LLC3,927$393K<0.01%+56413F-HRTimeline
HUB Investment Partners, LLC3,911$391K0.02%+16813F-HRTimeline
Heritage Family Offices, LLP3,881$388K0.2%-2913F-HRTimeline
DOLIVER ADVISORS, LP3,860$386K0.11%-10013F-HRTimeline
MainStreet Investment Advisors LLC3,848$385K0.06%013F-HRTimeline
JT Stratford LLC3,827$383K0.07%-2,31113F-HRTimeline
GTS SECURITIES LLC3,820$382K0.02%+1,32013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,687$381K0.04%013F-HRTimeline
Wolff Financial Management LLC3,797$380K0.11%-6813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,765$377K0.01%+1,30613F-HRTimeline
Balentine LLC3,731$373K0.02%013F-HRTimeline
Empirical Asset Management, LLC3,689$369K0.13%+37013F-HRTimeline
VestGen Investment Management3,685$368K0.28%-4,97613F-HRTimeline
Guidance Point Advisors, LLC3,663$366K0.1%013F-HRTimeline
GHP Investment Advisors, Inc.3,662$366K0.02%-3013F-HRTimeline
Perennial Investment Advisors, LLC3,642$364K0.04%-1,97213F-HRTimeline
Main Street Financial Solutions, LLC3,633$363K0.03%-6413F-HRTimeline
Hobart Private Capital, LLC3,617$362K0.09%-11113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$362K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc3,570$357K0.12%+17913F-HRTimeline
CGN Advisors LLC3,566$357K0.03%+18313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,510$351K0.01%013F-HRTimelineGroup
Kelly Financial Services LLC3,473$347K0.12%-2,43513F-HRTimeline
Northeast Financial Consultants Inc3,463$346K0.02%013F-HRTimeline
Continuum Advisory, LLC3,434$343K0.04%-1,12813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,431$343K0.01%-69013F-HRTimeline
Evanson Asset Management, LLC3,428$343K0.02%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,425$342K0.12%-17613F-HRTimeline
Connecticut Wealth Management, LLC3,410$341K0.02%013F-HRTimeline
Ledyard National Bank3,388$339K0.03%-44213F-HRTimeline
Pines Wealth Management, LLC3,770$339K0.16%-2,26413F-HRTimeline
Cornerstone Wealth Management, LLC3,382$338K0.02%-48213F-HRTimeline
Aspire Capital Advisors LLC3,355$336K0.1%013F-HRTimeline
Fairvoy Private Wealth, LLC3,355$336K0.09%-1,99513F-HRTimeline
UMB Bank, n.a.3,336$334K0.01%-43313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bragg Financial Advisors, Inc3,331$333K0.01%-26413F-HRTimeline
Milestone Asset Management Group, LLC3,309$331K0.3%-10713F-HRTimeline
SMART Wealth LLC3,303$330K0.12%+42513F-HRTimeline
Mission Financial Group, LLC2,958$329K0.3%13F-HRTimeline
Westfuller Advisors, LLC3,292$329K0.22%013F-HRTimeline
Bristlecone Advisors, LLC3,287$329K0.03%013F-HRTimeline
Waldron Private Wealth LLC3,245$324K0.02%+31613F-HRTimeline
TD Capital Management LLC3,228$323K0.03%-41713F-HRTimeline
Laurel Wealth Advisors LLC3,208$321K0.05%-6113F-HRTimeline
ORG Partners LLC3,200$320K0.08%-78,29613F-HRTimeline
Jaffetilchin Investment Partners, LLC3,175$317K0.02%+23213F-HRTimeline
REAP Financial Group, LLC3,174$317K0.08%-1,11413F-HRTimeline
RHS Financial, LLC3,169$317K0.18%-4,21713F-HRTimeline
Tassel Capital Management, Inc.3,146$315K0.28%+71413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,107$311K0.02%+53213F-HRTimeline
Allworth Financial LP2,984$307K<0.01%+9413F-HRTimeline
Fulcrum Equity Management3,021$302K0.33%-2,71713F-HRTimeline
Coppell Advisory Solutions LLC4,891$300K0.04%+3,28713F-HRTimeline
Kovack Advisors, Inc.2,938$294K0.03%-32913F-HRTimeline
Midwest Capital Advisors, LLC2,928$293K0.18%013F-HRTimeline
Talisman Wealth Advisors LLC2,923$292K0.3%-25313F-HRTimeline
Lion Street Advisors, LLC2,920$292K0.09%-1,57313F-HRTimeline
Syntegra Private Wealth Group, LLC2,917$292K0.03%-1,84313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$289K0.29%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,891$289K<0.01%-17313F-HRTimelineGroup
Global Wealth Strategies & Associates2,853$285K0.09%-15113F-HRTimeline
GGM Financial LLC2,826$283K0.19%-5013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,757$276K<0.01%-27413F-HRTimelineGroup
Argent Trust Co2,724$272K0.01%-33613F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,696$270K0.07%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.2,676$268K0.02%-25413F-HRTimeline
FLC Capital Advisors2,671$267K0.06%013F-HRTimeline
West Coast Financial LLC2,667$267K0.03%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,661$266K0.07%-2,17513F-HRTimelineGroup
TRUE Private Wealth Advisors2,652$265K0.03%-4,39413F-HRTimeline
FSA Advisors, Inc.2,622$262K0.21%-22213F-HRTimeline
Wedmont Private Capital2,681$261K0.01%013F-HRTimeline
ERn Financial, LLC2,611$261K0.04%+9513F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,614$261K0.03%013F-HRTimeline
Herold Advisors, Inc.2,602$260K0.06%-2,36013F-HRTimeline
Madison Wealth Partners, Inc2,596$260K0.06%-413F-HRTimeline
Legacy Wealth Asset Management, LLC2,587$259K0.07%-6,34613F-HRTimeline
Family Firm, Inc.2,580$258K0.06%-27513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,565$256K0.24%-20013F-HRTimeline
Modera Wealth Management, LLC2,563$256K<0.01%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,540$254K0.19%new13F-HRTimeline
Faithward Advisors, LLC2,535$254K0.04%+31913F-HRTimeline
Orin Green Financial, LLC2,560$252K0.12%new13F-HRTimeline
Accretive Wealth Partners, LLC2,361$251K0.09%new13F-HRTimeline
Clarius Group, LLC2,505$250K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,491$249K0.01%013F-HRTimeline
ALTFEST L J & CO INC2,473$247K0.03%-6513F-HRTimeline
Synergy Financial Group, LTD2,473$247K0.22%013F-HRTimeline
Peterson Wealth Advisors, LLC2,740$246K0.05%new13F-HRTimeline
Fonville Wealth Management LLC2,375$246K0.07%013F-HRTimeline
FineMark National Bank & Trust2,450$245K0.01%-2,65813F-HRTimeline
Financial Engines Advisors L.L.C.2,449$245K<0.01%-59213F-HRTimeline
Monterey Private Wealth, Inc.2,449$245K0.07%new13F-HRTimeline
My Personal CFO, LLC2,447$245K0.12%013F-HRTimeline
MN Wealth Advisors, LLC2,440$244K0.14%new13F-HRTimeline
Walkner Condon Financial Advisors LLC2,410$241K0.05%new13F-HRTimeline
Haverford Trust Co2,397$240K<0.01%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,395$240K0.04%-70613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,378$238K0.07%+17513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,373$237K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,369$237K0.01%-205,15713F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC2,362$236K0.07%-52513F-HRTimeline
Yoffe Investment Management, LLC2,358$236K0.35%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,355$236K0.02%013F-HRTimeline
Professional Financial Advisors, LLC2,352$235K0.06%new13F-HRTimeline
Vantage Financial Partners, LLC2,346$235K0.06%-2,71613F-HRTimeline
Pointe Capital Management LLC2,342$234K0.14%new13F-HRTimeline
Goldstein Advisors, LLC2,328$233K0.03%-413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,315$232K0.02%-14913F-HRTimelineGroup
MONTAG & CALDWELL, LLC2,294$229K0.05%-3713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,293$229K0.02%-91413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,292$229K0.01%-1,03813F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC2,260$226K0.02%-46313F-HRTimeline
Miller Investment Management, LP2,250$225K0.02%-20513F-HRTimeline
Lokken Investment Group LLC2,221$222K0.09%-55713F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,217$222K0.19%-15913F-HRTimeline
WESBANCO BANK INC2,207$221K0.01%-8213F-HRTimeline
New Republic Capital, LLC2,200$220K0.1%-2,17413F-HRTimeline
Impact Partnership Wealth, LLC2,195$219K0.05%+2613F-HRTimeline
Delta Investment Management, LLC2,169$217K0.04%+1213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,160$216K0.13%+70013F-HRTimeline
Eagle Strategies LLC2,147$215K0.04%-21313F-HRTimeline
Financial Partners Group, Inc2,138$214K0.03%-9413F-HRTimeline
White Lighthouse Investment Management …2,136$214K0.04%+113F-HRTimeline
AdvisorNet Financial, Inc2,129$213K0.02%+5013F-HRTimeline
WRAPMANAGER INC2,129$213K0.06%-49913F-HRTimeline
Neumann Capital Management, LLC2,125$212K0.07%013F-HRTimeline
CRA Financial Services, LLC2,125$212K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$212K0.02%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,117$212K<0.01%new13F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC2,108$211K0.1%013F-HRTimeline
BCS Wealth Management2,101$210K0.05%-2913F-HRTimeline
Bonfire Financial2,094$209K0.19%013F-HRTimeline
Rossby Financial, LCC2,002$207K0.09%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,059$206K0.02%new13F-HRTimelineGroup
Madden Advisory Services, Inc.2,049$205K0.1%new13F-HRTimeline
Atlas Brown,Inc.2,048$205K0.07%new13F-HRTimeline
Arax Advisory Partners2,043$204K0.01%+13413F-HRTimeline
BSW Wealth Partners2,035$203K0.03%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,034$203K0.05%-5213F-HRTimeline
Community Financial Services Group, LLC2,033$203K0.04%-79913F-HRTimeline
NTV Asset Management LLC2,021$202K0.03%new13F-HRTimeline
Hudson Portfolio Management LLC2,020$202K0.19%-5013F-HRTimeline
DecisionMap Wealth Management, LLC2,003$200K0.15%new13F-HRTimeline
Smartleaf Asset Management LLC1,963$198K0.02%+1,67913F-HRTimeline
Cape Investment Advisory, Inc.1,925$192K0.08%-1,48013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,967$190K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,851$185K0.03%+1,30613F-HRTimeline
Founders Financial Alliance, LLC1,840$184K0.04%+6413F-HRTimeline