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Disclosery

EFG ISHARES TR

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ETF (fund)

969 managers (979 13F filers) reported a position in EFG shares at 2025-12-31, 62,825,241 shares in all. 53 filers opened a position and 95 filers sold out during the quarter.

Managers
969
13F filers
979
New
53
Added
324
Reduced
379
Sold out
95
Shares held by filers
62,825,241

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wolff Financial Management LLC3,749$427K0.1%+1413F-HRTimeline
DIVERSIFIED TRUST CO3,747$427K0.01%013F-HRTimeline
Balentine LLC3,731$425K0.02%013F-HRTimeline
Integrated Wealth Management3,712$423K0.48%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,687$420K0.03%013F-HRTimeline
BCS Wealth Management3,682$419K0.04%+1,84113F-HRTimeline
Urban Financial Advisory Corp3,681$419K0.16%+5813F-HRTimeline
Guidance Point Advisors, LLC3,663$417K0.1%013F-HRTimeline
Summit Financial Strategies, Inc.3,662$417K0.03%+39313F-HRTimeline
ASPIRIANT, LLC3,660$417K0.01%+1,77213F-HRTimeline
Fermata Advisors, LLC3,622$413K0.1%+113F-HRTimeline
Midwest Heritage Bank, FSB3,622$413K0.14%-24313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$412K0.01%013F-HRTimelineGroup
Busey Bank3,606$411K0.01%new13F-HRTimeline
Aspen Wealth Management LLC3,582$408K0.09%013F-HRTimeline
GHP Investment Advisors, Inc.3,576$407K0.02%-213F-HRTimeline
DOLIVER ADVISORS, LP3,570$407K0.1%-7513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,510$400K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC3,505$399K0.02%-26513F-HRTimeline
Evanson Asset Management, LLC3,482$397K0.02%+5313F-HRTimeline
Elevation Wealth Management LLC3,479$396K0.38%13F-HRTimeline
Milestone Asset Management Group, LLC3,434$391K0.22%+10013F-HRTimeline
JMG Financial Group, Ltd.3,424$390K0.01%013F-HRTimeline
HUB Investment Partners, LLC3,374$384K0.01%+1613F-HRTimeline
Legacy Edge Advisors, LLC3,365$383K0.04%-15413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,359$383K0.04%-14,71813F-HR/ATimelineGroup
Aspire Capital Advisors LLC3,355$382K0.09%013F-HRTimeline
CGN Advisors LLC3,352$382K0.03%-4713F-HRTimeline
Hobart Private Capital, LLC3,340$380K0.07%+1013F-HRTimeline
Connecticut Wealth Management, LLC3,333$380K0.02%-5513F-HRTimeline
Bragg Financial Advisors, Inc3,331$379K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC3,304$376K0.1%new13F-HRTimeline
TD Capital Management LLC3,301$376K0.03%+4513F-HRTimeline
Lifelong Wealth Advisors, Inc.3,298$376K0.1%-23,59613F-HRTimeline
Westfuller Advisors, LLC3,292$375K0.15%013F-HRTimeline
CONNING INC.in group CONNING INC.3,255$371K0.01%013F-HRTimelineGroup
Ledyard National Bank3,238$369K0.03%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,238$369K0.02%+6113F-HRTimeline
Waldron Private Wealth LLC3,234$368K0.01%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,231$368K0.03%+71013F-HRTimelineGroup
Lifeworks Advisors, LLC3,218$367K0.05%-54313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,209$366K0.02%-40613F-HRTimeline
Laurel Wealth Advisors LLC3,208$365K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC3,201$365K0.02%-8613F-HRTimeline
Triangle Securities Wealth Management3,201$365K0.08%+57613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MISSION WEALTH MANAGEMENT, LP3,178$362K0.01%-5913F-HRTimeline
Pettinga Financial Advisors LLC3,143$358K0.07%-86913F-HRTimeline
DAVENPORT & Co LLC3,080$351K<0.01%-63313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,079$351K<0.01%-64013F-HRTimelineGroup
Main Street Financial Solutions, LLC3,059$348K0.03%-1413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,056$348K0.02%-1,06813F-HRTimeline
Archer Investment Management, LLC3,005$342K0.18%new13F-HRTimeline
FineMark National Bank & Trust2,992$341K0.01%+26713F-HRTimeline
Chatterton & Associates Inc.2,970$338K0.29%13F-HRTimeline
Allworth Financial LP2,968$338K<0.01%-5713F-HRTimeline
Wedmont Private Capital2,869$338K0.01%+313F-HRTimeline
LANE BROTHERS & CO INC2,922$333K0.24%13F-HRTimeline
A4 Wealth Advisors LLC2,921$333K0.29%+13013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,907$331K0.22%+31013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$330K0.24%013F-HRTimeline
Security Financial Services, INC.2,886$329K0.05%-2213F-HRTimeline
Interchange Capital Partners, LLC2,875$327K0.06%-1,80813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,870$327K<0.01%+1,70013F-HRTimelineGroup
THEORY FINANCIAL LLC2,720$327K0.11%-13013F-HRTimeline
Beacon Financial Advisory LLC2,856$325K0.08%-82013F-HRTimeline
NOVUS ADVISORS, LLC2,852$325K0.73%-23513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,851$325K<0.01%013F-HRTimeline
Bedminster, LLC2,848$324K0.3%13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,840$324K0.26%013F-HRTimeline
Heritage Family Offices, LLP2,825$322K0.15%-1,03513F-HRTimeline
SUTTON PLACE INVESTORS LLC2,821$321K0.18%-1,90213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,786$318K0.07%+3713F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.2,787$317K0.08%+85713F-HRTimeline
Cyndeo Wealth Partners, LLC2,725$310K0.02%-12,90913F-HRTimeline
TRUST CO OF VERMONT2,719$310K0.01%+13113F-HRTimeline
BCU Wealth Advisors, LLC2,677$305K0.12%-1,11613F-HRTimeline
Advisory Alpha, LLC2,677$305K0.01%-3,60413F-HRTimeline
FLC Capital Advisors2,671$304K0.06%013F-HRTimeline
Haverford Trust Co2,667$304K<0.01%+17813F-HRTimeline
Auxano Advisors, LLC2,657$303K0.06%new13F-HRTimeline
Legacy Wealth Asset Management, LLC2,652$302K0.07%+6513F-HRTimeline
FOCUSED ALPHA, LLC2,633$300K0.09%13F-HRTimeline
Hopwood Nicholas Hunter2,630$300K0.1%13F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,614$298K0.04%013F-HRTimeline
Aspire Private Capital, LLC2,600$296K0.07%-1,33013F-HRTimeline
Madison Wealth Partners, Inc2,580$294K0.05%+1813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,572$293K0.03%-12013F-HRTimeline
SigFig Wealth Management, LLC2,565$292K0.01%-2,74313F-HRTimeline
Orin Green Financial, LLC2,563$292K0.12%013F-HRTimeline
OpenArc Corporate Advisory, LLC2,534$289K<0.01%13F-HRTimeline
ERn Financial, LLC2,523$287K0.05%+2013F-HRTimeline
Prime Capital Investment Advisors, LLC2,506$286K<0.01%-50513F-HRTimeline
Clarius Group, LLC2,505$285K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC2,504$285K0.03%-13913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,500$285K0.01%-94813F-HRTimelineGroup
ALTFEST L J & CO INC2,473$282K0.03%013F-HRTimeline
Synergy Financial Group, LTD2,473$282K0.2%013F-HRTimeline
Bonfire Financial2,468$281K0.21%013F-HRTimeline
My Personal CFO, LLC2,447$279K0.12%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,445$279K<0.01%-24213F-HRTimelineGroup
Networth Advisors, LLC2,437$278K0.2%13F-HRTimeline
Rosenberg Matthew Hamilton2,433$277K0.06%-1,95913F-HRTimeline
Global Wealth Strategies & Associates2,422$276K0.07%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,416$275K0.04%+1313F-HRTimeline
Clear Retirement Advice LLC2,331$275K0.21%13F-HRTimeline
Walkner Condon Financial Advisors LLC2,395$273K0.04%013F-HRTimeline
Rossby Financial, LCC2,377$271K0.09%+813F-HRTimeline
Fonville Wealth Management LLC2,375$271K0.06%013F-HRTimeline
Goldstein Advisors, LLC2,372$270K0.03%-9713F-HRTimeline
Yoffe Investment Management, LLC2,358$269K0.34%013F-HRTimeline
Vantage Financial Partners, LLC2,357$269K0.05%+1913F-HRTimeline
OAKWORTH CAPITAL, INC.2,355$268K0.01%013F-HRTimeline
Cedarwood Wealth LLC2,225$267K0.3%13F-HRTimeline
Intrua Financial, LLC2,336$266K0.03%new13F-HRTimeline
Modera Wealth Management, LLC2,333$266K<0.01%-24313F-HRTimeline
UPTICK PARTNERS, LLC2,325$265K0.06%-11013F-HRTimeline
Maridea Wealth Management LLC2,304$262K0.04%+16913F-HRTimeline
Bernicke Wealth Management, Ltd.2,283$260K0.03%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,280$260K0.01%013F-HRTimeline
Walleye Partners, LLC2,265$258K0.29%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,260$257K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC2,259$257K0.04%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,254$257K0.01%+32613F-HRTimelineGroup
American Trust2,245$256K0.02%-41213F-HRTimeline
Patriot Financial Group Insurance Agenc…2,240$255K0.03%-67013F-HRTimeline
Ridgeline Wealth, LLC2,235$255K0.18%-1,50613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,218$253K0.06%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,210$252K0.08%-27,28013F-HRTimeline
Retirement Solution LLC2,190$249K0.06%-28213F-HRTimeline
Daviman Financial, LLC2,188$249K0.15%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,186$249K0.02%-5,27313F-HRTimeline
Foster Group, Inc.2,164$246K0.01%-79313F-HRTimeline
CHANNEL WEALTH LLC2,162$246K0.06%-9113F-HRTimeline
Sound Income Strategies, LLC2,053$245K0.01%-4,11013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,144$244K0.12%+5013F-HRTimeline
Financial Partners Group, Inc2,051$244K0.03%-2513F-HRTimeline
Neumann Capital Management, LLC2,125$242K0.07%013F-HRTimeline
CRA Financial Services, LLC2,125$242K0.03%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$241K0.02%013F-HRTimeline
PATTEN & PATTEN INC/TN2,111$240K0.01%+2513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,111$240K0.05%-36213F-HRTimelineGroup
SteelPeak Wealth, LLC2,103$240K0.01%-13,59413F-HRTimeline
PFG Investments, LLC2,094$239K0.01%+26913F-HRTimeline
Global View Capital Management LLC2,091$238K0.04%-1013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,069$236K-304Timeline
Tailwinds Wealth, LLC2,066$235K0.25%13F-HRTimeline
Atlatl Advisers LLC2,060$235K0.09%+18813F-HRTimeline
DecisionMap Wealth Management, LLC2,056$234K0.14%-1113F-HRTimeline
Commonwealth Financial Services, LLC2,054$234K0.04%-16313F-HRTimeline
Cedar Point Capital Partners, LLC2,050$233K0.15%new13F-HRTimeline
Community Financial Services Group, LLC2,033$232K0.04%013F-HRTimeline
KEYVANTAGE WEALTH, LLC2,023$230K0.1%-10413F-HRTimeline
Able Wealth Management LLC2,019$230K0.07%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,007$229K0.06%-14813F-HRTimeline
Unify Financial Advisors2,007$229K0.24%13F-HRTimeline
Accretive Wealth Partners, LLC1,992$227K0.07%-4113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,979$225K0.02%-2,80713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,975$225K0.08%-213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,967$224K0.02%013F-HRTimeline
JGP Wealth Management, LLC1,958$223K0.02%new13F-HRTimeline
Total Wealth Planning, LLC1,952$222K0.48%-20,24613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,848$222K0.19%13F-HRTimeline
Venture Visionary Partners LLC1,948$222K0.01%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,946$222K0.18%-5013F-HRTimeline
BAM Wealth Management, LLC1,937$221K0.16%-33213F-HRTimeline
NorthLanding Financial Partners, LLC1,900$216K0.17%013F-HRTimeline
XML Financial, LLC1,899$216K0.02%+3013F-HRTimeline
Journey Beyond Wealth, LLC1,899$216K0.17%-2413F-HRTimeline
Krilogy Financial LLC1,790$215K0.01%-43413F-HRTimeline
BLALOCK WILLIAMS, LLC1,883$215K0.17%-2,64713F-HRTimeline
SHUFRO ROSE & CO LLC1,880$214K0.01%new13F-HRTimeline
Professional Financial Advisors, LLC1,879$214K0.04%+10413F-HRTimeline
AdvisorNet Financial, Inc1,864$212K0.01%-23513F-HRTimeline
Plante Moran Financial Advisors, LLC1,852$211K0.01%013F-HRTimeline
Hudson Portfolio Management LLC1,840$210K0.18%013F-HRTimeline
Alhambra Investment Management LLC1,831$209K0.1%013F-HRTimeline
MEANS INVESTMENT CO., INC.1,827$208K0.02%+2813F-HRTimeline
Magnus Financial Group LLC1,825$208K0.02%-29913F-HRTimeline
SCOTIA CAPITAL INC.1,822$208K<0.01%+2213F-HRTimeline
Intelligence Driven Advisers, LLC1,807$206K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,805$206K<0.01%-12513F-HRTimelineGroup
Harding Loevner LP1,794$204K<0.01%-5,62413F-HRTimeline
REAP Financial Group, LLC1,794$204K0.04%-1,47713F-HRTimeline
MSH Capital Advisors LLC1,780$203K0.04%-63613F-HRTimeline
NTV Asset Management LLC1,771$202K0.02%013F-HRTimeline
Richmond Investment Services, LLC1,770$202K0.03%new13F-HRTimeline
Van Diest Capital, LLC1,764$201K0.3%13F-HRTimeline
Argent Trust Co1,757$200K0.01%new13F-HRTimeline
2UniFi Bank1,755$200K0.09%013F-HRTimeline
Osbon Capital Management LLC1,713$195K0.18%13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,707$194K0.01%+7113F-HRTimeline
FIRST FINANCIAL CORP /IN/1,633$186K0.07%013F-HRTimeline
Sage Mountain Advisors LLC1,616$184K0.01%013F-HRTimeline
ORG Partners LLC1,571$179K0.03%-1,61313F-HRTimeline
GAMMA Investing LLC1,561$178K0.01%+1,55713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,551$177K0.01%-60013F-HRTimeline
Vermillion & White Wealth Management Gr…1,531$174K0.09%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,480$173K0.23%+113F-HR/ATimeline
ARCADIA INVESTMENT ADVISORS LLC1,500$171K0.08%013F-HRTimeline
WEBSTER BANK, N. A.1,295$148K0.01%013F-HRTimeline