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Disclosery

EFG ISHARES TR

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ETF (fund)

982 managers (992 13F filers) reported a position in EFG shares at 2025-06-30, 101,030,566 shares in all. 71 filers opened a position and 48 filers sold out during the quarter.

Managers
982
13F filers
992
New
71
Added
348
Reduced
394
Sold out
48
Shares held by filers
101,030,566

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ocean Park Asset Management, LLC5,831$583K0.02%013F-HRTimeline
DRW Securities, LLC5,156$577K0.04%013F-HRTimeline
Choate Investment Advisors5,148$577K0.01%-78913F-HRTimeline
GeoWealth Management, LLC5,112$573K0.02%+21413F-HRTimeline
Independence Bank of Kentucky5,109$572K0.08%013F-HRTimeline
MSH Capital Advisors LLC5,087$570K0.16%-2,09013F-HRTimeline
LGT Financial Advisors LLC5,058$567K1.44%+16113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,007$561K0.27%013F-HRTimeline
Legacy Edge Advisors, LLC5,005$561K0.07%-17713F-HRTimeline
Betterment LLC5,004$560K<0.01%-1,66013F-HRTimeline
Western Wealth Management, LLC4,943$554K0.03%+5613F-HRTimeline
PUREfi Wealth, LLC4,903$549K0.44%+72013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,864$545K0.44%-46413F-HRTimeline
Elevated Capital Advisors, LLC5,347$535K0.15%013F-HRTimeline
Urban Financial Advisory Corp4,769$534K0.27%+4713F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,732$530K0.01%-4013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,724$529K<0.01%-22,47913F-HRTimelineGroup
Sound Financial Strategies Group, LLC4,666$523K0.44%+1213F-HRTimeline
Chicago Partners Investment Group LLC4,581$518K0.01%+913F-HRTimeline
Athena Investment Management4,619$517K0.29%013F-HRTimeline
Harbour Capital Advisors, LLC4,631$517K0.11%-1,12513F-HRTimeline
MONECO ADVISORS, LLC4,584$513K0.05%-2,11513F-HRTimeline
Plancorp, LLC4,566$511K0.02%-2313F-HRTimeline
MAI Capital Management4,556$510K<0.01%+16513F-HRTimeline
Koshinski Asset Management, Inc.4,551$510K0.04%+15613F-HRTimeline
Rosenberg Matthew Hamilton4,545$509K0.12%-15813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,537$508K0.02%-4,38413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,485$502K0.03%-3,81613F-HRTimelineGroup
Leisure Capital Management4,477$501K0.19%013F-HRTimeline
Bogart Wealth, LLC4,425$496K0.02%+16813F-HRTimeline
Fisher Asset Management, LLC4,422$495K<0.01%+26413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,295$481K0.06%-61013F-HRTimeline
Martin Worley Group4,282$480K0.23%+10913F-HRTimeline
Semus Wealth Partners LLC4,279$479K0.31%-29513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,272$478K0.02%+26613F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC4,197$470K0.1%-83613F-HRTimelineGroup
Hickory Point Bank & Trust4,174$467K0.38%013F-HRTimeline
Future Fund LLC4,128$462K0.21%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,124$462K0.02%+213F-HRTimeline
Unified Investment Management4,121$462K0.49%+113F-HRTimeline
NewEdge Wealth, LLC4,190$460K0.01%-40913F-HRTimeline
Decker Retirement Planning Inc.4,102$459K0.27%-1513F-HRTimeline
Pinnacle Family Advisors, LLC4,101$459K0.22%-5913F-HRTimeline
SMART Wealth LLC4,065$455K0.14%+76213F-HRTimeline
MN Wealth Advisors, LLC4,055$454K0.26%+1,61513F-HRTimeline
NOVUS ADVISORS, LLC4,013$449K0.69%-73613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,997$448K0.01%+1,10613F-HRTimelineGroup
Midwest Heritage Bank, FSB3,978$446K0.17%-2313F-HRTimeline
Lion Street Advisors, LLC3,922$439K0.13%+1,00213F-HRTimeline
Magnus Financial Group LLC3,919$439K0.04%-36113F-HRTimeline
Quartz Partners, LLC3,916$439K0.2%-2813F-HRTimeline
TOWNSQUARE CAPITAL LLC3,902$437K0.04%-40,95513F-HRTimeline
Richmond Investment Services, LLC3,876$434K0.09%new13F-HRTimeline
Hilltop National Bank3,875$434K0.11%13F-HRTimeline
Financial Perspectives, Inc3,872$434K0.13%+30213F-HRTimeline
MainStreet Investment Advisors LLC3,848$431K0.06%013F-HRTimeline
Wolff Financial Management LLC3,816$427K0.11%+1913F-HRTimeline
Pines Wealth Management, LLC3,811$425K0.15%+4113F-HRTimeline
DOLIVER ADVISORS, LP3,785$424K0.12%-7513F-HRTimeline
Balentine LLC3,731$418K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.3,714$416K0.03%+1,03813F-HRTimeline
JT Stratford LLC3,688$413K0.06%-13913F-HRTimeline
Fermata Advisors, LLC3,667$411K0.11%-33313F-HRTimeline
Kelly Financial Services LLC3,666$411K0.12%+19313F-HRTimeline
Guidance Point Advisors, LLC3,663$410K0.11%013F-HRTimeline
Pointe Capital Management LLC3,641$408K0.21%+1,29913F-HRTimeline
Tassel Capital Management, Inc.3,625$406K0.31%+47913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$405K0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.3,590$402K0.02%-7213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,687$401K0.04%013F-HRTimeline
Perennial Investment Advisors, LLC3,573$400K0.04%-6913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,510$393K0.01%013F-HRTimelineGroup
Mosaic Advisors LLC3,503$392K0.58%new13F-HRTimeline
Eagle Strategies LLC3,497$392K0.06%+1,35013F-HRTimeline
Heritage Family Offices, LLP3,881$391K0.2%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,474$389K0.48%13F-HRTimeline
Main Street Financial Solutions, LLC3,473$389K0.03%-16013F-HRTimeline
Northeast Financial Consultants Inc3,463$388K0.02%013F-HRTimeline
Hobart Private Capital, LLC3,449$386K0.09%-16813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,443$386K0.12%+1813F-HRTimeline
Lantern Wealth Advisors, LLC3,430$384K0.23%13F-HRTimeline
Evanson Asset Management, LLC3,429$384K0.02%+113F-HRTimeline
CGN Advisors LLC3,403$381K0.03%-16313F-HRTimeline
Connecticut Wealth Management, LLC3,388$379K0.02%-2213F-HRTimeline
Ledyard National Bank3,388$379K0.04%013F-HRTimeline
Cornerstone Wealth Management, LLC3,373$378K0.02%-913F-HRTimeline
Milestone Asset Management Group, LLC3,371$378K0.28%+6213F-HRTimeline
Aspire Capital Advisors LLC3,355$376K0.1%013F-HRTimeline
UPTICK PARTNERS, LLC3,342$374K0.11%new13F-HRTimeline
Stokes Family Office, LLC3,339$374K0.04%new13F-HRTimeline
HUB Investment Partners, LLC3,338$374K0.01%-57313F-HRTimeline
Bragg Financial Advisors, Inc3,331$373K0.01%013F-HRTimeline
Fairvoy Private Wealth, LLC3,296$369K0.09%-5913F-HRTimeline
Westfuller Advisors, LLC3,292$369K0.21%013F-HRTimeline
Clayton Financial Group LLC3,290$369K0.44%-32,75613F-HRTimeline
Bristlecone Advisors, LLC3,287$368K0.03%013F-HRTimeline
VestGen Investment Management3,270$366K0.26%-41513F-HRTimeline
TD Capital Management LLC3,256$365K0.03%+2813F-HRTimeline
REAP Financial Group, LLC3,237$363K0.09%+6313F-HRTimeline
Waldron Private Wealth LLC3,234$362K0.02%-1113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,219$360K0.01%-21213F-HRTimeline
Laurel Wealth Advisors LLC3,208$359K0.05%013F-HR/ATimeline
FSA Advisors, Inc.3,199$358K0.29%+57713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,165$354K0.02%-1013F-HRTimeline
Talisman Wealth Advisors LLC3,110$348K0.32%+18713F-HRTimeline
UMB Bank, n.a.3,108$348K0.01%-22813F-HR/ATimeline
Advyzon Investment Management, LLC3,097$347K0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,043$341K<0.01%-88413F-HRTimeline
Empirical Asset Management, LLC3,020$338K0.1%-66913F-HRTimeline
Faithward Advisors, LLC3,003$336K0.05%+46813F-HRTimeline
Fulcrum Equity Management2,997$336K0.34%-2413F-HRTimeline
Continuum Advisory, LLC2,986$334K0.04%-44813F-HRTimeline
Syntegra Private Wealth Group, LLC2,973$333K0.03%+5613F-HRTimeline
Foster Group, Inc.2,957$331K0.01%new13F-HRTimeline
TRUE Private Wealth Advisors2,949$330K0.04%+29713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,920$327K0.02%-18713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,918$327K0.05%new13F-HRTimeline
GatePass Capital, LLC2,904$325K0.22%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$324K0.27%013F-HRTimeline
Gladstone Institutional Advisory LLC2,890$324K0.01%-1,29313F-HRTimeline
Consolidated Portfolio Review Corp2,881$323K0.04%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,865$321K0.28%+30013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,851$319K0.01%-91413F-HRTimeline
Empower Advisory Group, LLC2,822$316K<0.01%new13F-HRTimeline
CHANNEL WEALTH LLC2,817$316K0.09%-24,29513F-HRTimeline
Kovack Advisors, Inc.2,798$313K0.03%-14013F-HRTimeline
AdvisorNet Financial, Inc2,793$313K0.02%+66413F-HRTimeline
Wedmont Private Capital2,778$311K0.01%+9713F-HRTimeline
Allworth Financial LP2,774$311K<0.01%-21013F-HRTimeline
FineMark National Bank & Trust2,725$305K0.01%+27513F-HRTimeline
Peterson Wealth Advisors, LLC2,723$305K0.05%-1713F-HRTimeline
Midwest Capital Advisors, LLC2,697$302K0.16%-23113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,694$302K0.08%+3313F-HRTimelineGroup
Retirement Solution LLC2,689$301K0.08%new13F-HR/ATimeline
FLC Capital Advisors2,671$299K0.06%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,657$298K0.07%-3913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,652$297K<0.01%new13F-HRTimeline
ERn Financial, LLC2,651$297K0.06%+4013F-HRTimeline
Argent Trust Co2,643$296K0.01%-8113F-HRTimeline
Provenance Wealth Advisors, LLC2,643$296K0.04%+84413F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,614$293K0.03%013F-HRTimeline
Global Wealth Strategies & Associates2,599$291K0.08%-25413F-HRTimeline
Madison Wealth Partners, Inc2,591$290K0.06%-513F-HRTimeline
Independent Advisor Alliance2,590$290K0.01%new13F-HRTimeline
TRUST CO OF VERMONT2,588$290K0.01%+2,35013F-HRTimeline
Legacy Wealth Asset Management, LLC2,587$290K0.07%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,574$288K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC2,563$287K<0.01%013F-HRTimeline
Orin Green Financial, LLC2,560$287K0.12%013F-HRTimeline
American Trust2,539$284K0.03%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,539$284K<0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.2,519$282K0.06%-8313F-HRTimeline
Clarius Group, LLC2,505$281K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,495$280K<0.01%-26213F-HRTimelineGroup
ALTFEST L J & CO INC2,473$277K0.03%013F-HRTimeline
Synergy Financial Group, LTD2,473$277K0.2%013F-HRTimeline
Bonfire Financial2,468$276K0.23%+37413F-HRTimeline
My Personal CFO, LLC2,447$274K0.12%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,409$270K<0.01%new13F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.2,403$269K0.04%+813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,685$269K0.11%13F-HRTimeline
Haverford Trust Co2,397$268K<0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,395$268K0.05%-1513F-HRTimeline
Triangle Securities Wealth Management2,394$268K0.07%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fonville Wealth Management LLC2,375$266K0.07%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,373$266K0.02%+5813F-HRTimelineGroup
Yoffe Investment Management, LLC2,358$264K0.36%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,355$264K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,356$263K0.06%-2213F-HRTimelineGroup
Vantage Financial Partners, LLC2,343$262K0.06%-313F-HRTimeline
KELLY FINANCIAL GROUP LLC2,342$262K0.08%-2013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,340$262K0.01%-2913F-HRTimelineGroup
Goldstein Advisors, LLC2,324$260K0.03%-413F-HRTimeline
Commonwealth Financial Services, LLC2,292$257K0.05%-58,30313F-HRTimeline
Madden Advisory Services, Inc.2,265$254K0.11%+21613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,260$253K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC2,259$253K0.04%new13F-HRTimeline
Miller Investment Management, LP2,250$252K0.03%013F-HRTimeline
Impact Partnership Wealth, LLC2,220$249K0.05%+2513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,217$248K0.2%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,175$244K0.18%-36513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,151$241K0.02%-14213F-HRTimeline
Financial Partners Group, Inc2,138$239K0.03%013F-HRTimeline
KEYVANTAGE WEALTH, LLC2,127$238K0.11%+1913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,126$238K<0.01%new13F-HRTimeline
Neumann Capital Management, LLC2,125$238K0.07%013F-HRTimeline
Narus Financial Partners, LLC2,125$238K0.07%new13F-HRTimeline
CRA Financial Services, LLC2,125$238K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$237K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,112$237K0.02%+5313F-HRTimelineGroup
BCS Wealth Management2,101$235K0.05%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,094$235K0.14%-6613F-HRTimeline
GWN SECURITIES INC.2,060$234K0.04%-12,25413F-HRTimeline
DecisionMap Wealth Management, LLC2,090$234K0.16%+8713F-HRTimeline
Rossby Financial, LCC2,084$233K0.09%+8213F-HRTimeline
Atlas Brown,Inc.2,051$230K0.07%+313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,048$229K0.05%+1413F-HRTimeline
Community Financial Services Group, LLC2,033$228K0.05%013F-HRTimeline
Accretive Wealth Partners, LLC2,033$228K0.07%-32813F-HRTimeline
WESBANCO BANK INC2,025$227K0.01%-18213F-HRTimeline