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Disclosery

EFG ISHARES TR

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ETF (fund)

971 managers (979 13F filers) reported a position in EFG shares at 2025-09-30, 64,914,107 shares in all. 65 filers opened a position and 72 filers sold out during the quarter.

Managers
971
13F filers
979
New
65
Added
256
Reduced
446
Sold out
72
Shares held by filers
64,914,107

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Faithward Advisors, LLC3,903$444K0.07%+90013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,902$444K0.07%013F-HRTimeline
Hilltop National Bank3,875$441K0.11%013F-HRTimeline
Unified Investment Management3,868$440K0.44%-25313F-HRTimeline
Midwest Heritage Bank, FSB3,865$440K0.16%-11313F-HRTimeline
Heritage Family Offices, LLP3,860$440K0.2%-2113F-HRTimeline
BCU Wealth Advisors, LLC3,793$432K0.17%-14,82213F-HRTimeline
Pines Wealth Management, LLC3,790$432K0.15%-2113F-HRTimeline
Western Wealth Management, LLC3,770$429K0.02%-1,17313F-HRTimeline
Lifeworks Advisors, LLC3,761$428K0.06%-2,98813F-HRTimeline
DIVERSIFIED TRUST CO3,747$427K0.01%-5,88613F-HRTimeline
Ridgeline Wealth, LLC3,741$426K0.31%-6,04713F-HRTimeline
Pinnacle Family Advisors, LLC3,738$426K0.19%-36313F-HRTimeline
Wolff Financial Management LLC3,735$425K0.1%-8113F-HRTimeline
Balentine LLC3,731$425K0.02%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,719$424K<0.01%+1,18013F-HRTimelineGroup
DAVENPORT & Co LLC3,713$423K<0.01%-2,86413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,687$420K0.03%013F-HRTimeline
Beacon Financial Advisory LLC3,676$419K0.1%-4,11713F-HRTimeline
Guidance Point Advisors, LLC3,663$417K0.1%013F-HRTimeline
PUREfi Wealth, LLC3,649$416K0.32%-1,25413F-HRTimeline
DOLIVER ADVISORS, LP3,645$415K0.11%-14013F-HRTimeline
Tassel Capital Management, Inc.3,628$413K0.26%+313F-HRTimeline
Urban Financial Advisory Corp3,623$413K0.19%-1,14613F-HRTimeline
Fermata Advisors, LLC3,621$412K0.1%-4613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,615$412K0.02%-5,08513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$412K0.01%013F-HRTimelineGroup
Aspen Wealth Management LLC3,582$408K0.09%new13F-HRTimeline
GHP Investment Advisors, Inc.3,578$407K0.02%-1213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,554$405K<0.01%+1,05913F-HRTimelineGroup
Legacy Edge Advisors, LLC3,519$401K0.05%-1,48613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,510$400K0.01%013F-HRTimelineGroup
Fulton Bank, N.A.3,487$397K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,448$393K0.03%-1,03713F-HRTimelineGroup
LifePlan Investment Advisors, Inc.3,433$391K0.16%-9,49813F-HRTimeline
Evanson Asset Management, LLC3,429$391K0.02%013F-HRTimeline
JMG Financial Group, Ltd.3,424$390K0.01%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,399$387K0.11%-4413F-HRTimeline
CGN Advisors LLC3,399$387K0.03%-413F-HRTimeline
Connecticut Wealth Management, LLC3,388$386K0.02%013F-HRTimeline
HUB Investment Partners, LLC3,358$382K0.01%+2013F-HRTimeline
Aspire Capital Advisors LLC3,355$382K0.09%013F-HRTimeline
Milestone Asset Management Group, LLC3,334$380K0.24%-3713F-HRTimeline
Bragg Financial Advisors, Inc3,331$379K0.01%013F-HRTimeline
Hobart Private Capital, LLC3,330$379K0.08%-11913F-HRTimeline
GatePass Capital, LLC3,295$375K0.22%+39113F-HRTimeline
Westfuller Advisors, LLC3,292$375K0.17%013F-HRTimeline
Bristlecone Advisors, LLC3,287$374K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC3,287$374K0.02%-8613F-HRTimeline
Fairvoy Private Wealth, LLC3,279$373K0.09%-1713F-HRTimeline
REAP Financial Group, LLC3,271$372K0.08%+3413F-HRTimeline
Summit Financial Strategies, Inc.3,269$372K0.03%new13F-HRTimeline
TD Capital Management LLC3,256$371K0.03%013F-HRTimeline
CONNING INC.in group CONNING INC.3,255$371K0.01%-1,97113F-HRTimelineGroup
Madden Advisory Services, Inc.3,251$370K0.14%+98613F-HRTimeline
Ledyard National Bank3,238$369K0.03%-15013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,237$369K0.01%+1813F-HRTimeline
Waldron Private Wealth LLC3,234$368K0.01%013F-HRTimeline
ORG Partners LLC3,184$368K0.07%-3,32613F-HRTimeline
Commonwealth Retirement Investments LLC3,229$368K0.13%-9,63413F-HRTimeline
FSA Advisors, Inc.3,223$367K0.29%+2413F-HRTimeline
Gateway Wealth Partners, LLC3,215$366K0.05%-15,03413F-HRTimeline
Laurel Wealth Advisors LLC3,208$365K0.05%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,177$362K0.02%+1213F-HRTimeline
Peterson Wealth Advisors, LLC3,104$360K0.05%+38113F-HRTimeline
BUSH INVESTMENT GROUP, LLC3,157$360K0.21%-10,70913F-HRTimeline
NOVUS ADVISORS, LLC3,087$352K0.81%-92613F-HRTimeline
Talisman Wealth Advisors LLC3,079$351K0.29%-3113F-HRTimeline
Main Street Financial Solutions, LLC3,073$350K0.02%-40013F-HRTimeline
Allworth Financial LP3,025$344K<0.01%+25113F-HRTimeline
Prime Capital Investment Advisors, LLC3,011$343K<0.01%-3213F-HRTimeline
Foster Group, Inc.2,957$337K0.01%013F-HRTimeline
THEORY FINANCIAL LLC2,850$335K0.12%-16,88513F-HRTimeline
Wedmont Private Capital2,866$333K0.01%+8813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,910$331K0.04%-7,81713F-HRTimeline
Security Financial Services, INC.2,908$331K0.05%-24,59413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$330K0.25%013F-HRTimeline
Consolidated Portfolio Review Corp2,885$329K0.04%+413F-HRTimeline
UMB Bank, n.a.2,851$325K<0.01%-25713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLPUTNAM INVESTMENT MANAGEMENT CO2,851$325K<0.01%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,840$323K0.26%-2513F-HRTimeline
Kovack Advisors, Inc.2,814$321K0.03%+1613F-HRTimeline
Cobblestone Asset Management LLC2,811$320K0.15%-35,30813F-HRTimeline
Blue Capital, Inc.2,805$319K0.24%new13F-HRTimeline
Independent Advisor Alliance2,804$319K0.01%+21413F-HRTimeline
Sovereign Financial Group, Inc.2,803$319K0.06%-6,74613F-HRTimeline
A4 Wealth Advisors LLC2,791$318K0.27%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,749$313K0.07%+39313F-HRTimelineGroup
FineMark National Bank & Trust2,725$310K0.01%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,692$307K0.04%-22613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,687$306K-3,695Timeline
GPS Wealth Strategies Group, LLC2,681$305K0.03%+1,47613F-HRTimeline
FLC Capital Advisors2,671$304K0.06%013F-HRTimeline
American Trust2,657$303K0.03%+11813F-HRTimeline
Midwest Capital Advisors, LLC2,656$302K0.15%-4113F-HRTimeline
Accelerate Investment Advisors LLC2,652$302K0.21%-3,30013F-HRTimeline
Provenance Wealth Advisors, LLC2,643$301K0.04%013F-HRTimeline
Triangle Securities Wealth Management2,625$299K0.07%+23113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CORTLAND ASSOCIATES INC/MO2,614$298K0.04%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,600$296K0.21%-7,86913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,597$296K0.2%+42213F-HRTimeline
TRUST CO OF VERMONT2,588$295K0.01%013F-HRTimeline
Legacy Wealth Asset Management, LLC2,587$295K0.07%013F-HRTimeline
Modera Wealth Management, LLC2,576$293K<0.01%+1313F-HRTimeline
Orin Green Financial, LLC2,563$292K0.12%+313F-HRTimeline
Madison Wealth Partners, Inc2,562$292K0.06%-2913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,521$287K0.03%+40913F-HRTimelineGroup
Clarius Group, LLC2,505$285K0.02%013F-HRTimeline
ERn Financial, LLC2,503$285K0.06%-14813F-HRTimeline
Haverford Trust Co2,489$283K<0.01%+9213F-HRTimeline
ALTFEST L J & CO INC2,473$282K0.03%013F-HRTimeline
Synergy Financial Group, LTD2,473$282K0.19%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,473$282K0.06%-18413F-HRTimelineGroup
Retirement Solution LLC2,472$281K0.07%-21713F-HR/ATimeline
Goldstein Advisors, LLC2,469$281K0.03%+14513F-HRTimeline
Bonfire Financial2,468$281K0.22%013F-HRTimeline
UPTICK PARTNERS, LLC2,435$277K0.07%-90713F-HRTimeline
Global Wealth Strategies & Associates2,422$276K0.07%-17713F-HRTimeline
MSH Capital Advisors LLC2,416$275K0.07%-2,67113F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,403$274K0.04%013F-HRTimeline
GTS SECURITIES LLC2,403$274K0.01%-3,84313F-HRTimeline
Walkner Condon Financial Advisors LLC2,395$273K0.04%013F-HRTimeline
Rossby Financial, LCC2,369$273K0.09%+28513F-HRTimeline
Fonville Wealth Management LLC2,375$270K0.06%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,373$270K0.02%013F-HRTimelineGroup
Yoffe Investment Management, LLC2,358$269K0.35%013F-HRTimeline
Gladstone Institutional Advisory LLC2,358$269K0.01%-53213F-HRTimeline
OAKWORTH CAPITAL, INC.2,355$268K0.02%013F-HRTimeline
Vantage Financial Partners, LLC2,338$266K0.06%-513F-HRTimeline
Braun-Bostich & Associates Inc.2,308$263K0.17%-19,94213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,280$260K0.01%-64013F-HRTimeline
BAM Wealth Management, LLC2,269$258K0.2%13F-HRTimeline
Fisher Asset Management, LLC2,268$258K<0.01%-2,15413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,260$257K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC2,259$257K0.04%013F-HRTimeline
CHANNEL WEALTH LLC2,253$257K0.07%-56413F-HRTimeline
Miller Investment Management, LP2,250$256K0.03%013F-HRTimeline
Krilogy Financial LLC2,224$255K0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC2,217$252K0.04%-7513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,217$252K0.18%013F-HRTimeline
Maridea Wealth Management LLC2,135$251K0.04%new13F-HRTimeline
WORLD EQUITY GROUP, INC.2,176$248K0.06%-3,04313F-HRTimeline
Advyzon Investment Management, LLC2,159$246K0.04%-93813F-HRTimeline
KELLY FINANCIAL GROUP LLC2,155$245K0.07%-18713F-HRTimeline
KEYVANTAGE WEALTH, LLC2,127$242K0.1%013F-HRTimeline
Neumann Capital Management, LLC2,125$242K0.07%013F-HRTimeline
CRA Financial Services, LLC2,125$242K0.03%013F-HRTimeline
Magnus Financial Group LLC2,124$242K0.02%-1,79513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$241K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,151$239K0.02%013F-HRTimeline
Global View Capital Management LLC2,101$239K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc2,099$239K0.01%-69413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,094$238K0.13%013F-HRTimeline
PATTEN & PATTEN INC/TN2,086$238K0.01%new13F-HRTimeline
Financial Partners Group, Inc2,076$236K0.03%-6213F-HRTimeline
DecisionMap Wealth Management, LLC2,067$235K0.15%-2313F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,058$234K0.01%new13F-HRTimeline
Atlas Brown,Inc.2,051$234K0.07%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,048$233K0.04%013F-HRTimeline
Community Financial Services Group, LLC2,033$232K0.04%013F-HRTimeline
Accretive Wealth Partners, LLC2,033$232K0.07%013F-HRTimeline
Gryphon Financial Partners LLC2,030$231K0.03%new13F-HRTimeline
Founders Financial Alliance, LLC2,019$230K0.04%+84413F-HRTimeline
Lion Street Advisors, LLC2,051$228K0.08%-1,87113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,996$227K0.19%-2,86813F-HRTimeline
TRUE Private Wealth Advisors1,990$227K0.02%-95913F-HRTimeline
WESBANCO BANK INC1,979$225K0.01%-4613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,977$225K0.09%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,967$224K0.02%013F-HRTimeline
Laird Norton Wetherby Wealth Management…1,934$220K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,930$220K<0.01%+60013F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.1,930$220K0.06%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,928$220K0.01%new13F-HRTimelineGroup
Journey Beyond Wealth, LLC1,923$219K0.18%new13F-HRTimeline
Strategic Financial Concepts, LLC1,910$218K0.03%new13F-HRTimeline
FULLCIRCLE WEALTH LLC1,902$217K0.08%-9,07813F-HRTimeline
GWN SECURITIES INC.1,874$217K0.05%-18613F-HRTimeline
NorthLanding Financial Partners, LLC1,900$216K0.18%013F-HRTimeline
Lantern Wealth Advisors, LLC1,894$216K0.11%-1,53613F-HRTimeline
ASPIRIANT, LLC1,888$215K0.01%013F-HRTimeline
Atlatl Advisers LLC1,872$213K0.08%-4,07113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,872$213K0.11%-7,22113F-HRTimeline
XML Financial, LLC1,869$213K0.02%013F-HRTimeline
Raleigh Capital Management Inc.1,866$212K0.08%-5,43313F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,868$212K0.07%-4,87513F-HRTimeline
Plante Moran Financial Advisors, LLC1,852$211K0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC1,849$211K0.07%new13F-HRTimeline
BCS Wealth Management1,841$210K0.05%-26013F-HRTimeline
Hudson Portfolio Management LLC1,840$210K0.19%-11013F-HRTimeline
Ausdal Financial Partners, Inc.1,839$209K0.01%-1,87513F-HRTimeline
Maple Capital Management, Inc.1,835$209K0.01%-17513F-HRTimeline
SilverOak Wealth Management LLC1,834$209K0.04%013F-HRTimeline
Alhambra Investment Management LLC1,831$209K0.1%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,826$208K0.03%+2213F-HRTimeline
PFG Investments, LLC1,825$208K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC1,807$206K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.1,800$205K<0.01%013F-HRTimeline
MEANS INVESTMENT CO., INC.1,799$205K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,793$204K0.02%+56413F-HRTimeline
Professional Financial Advisors, LLC1,775$202K0.04%new13F-HRTimeline