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Disclosery

EFG ISHARES TR

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ETF (fund)

1,004 managers (1,016 13F filers) reported a position in EFG shares at 2026-03-31, 110,528,435 shares in all. 110 filers opened a position and 68 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
110
Added
412
Reduced
287
Sold out
68
Shares held by filers
110,528,435

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bogart Wealth, LLC4,638$517K0.02%013F-HRTimeline
Athena Investment Management4,619$514K0.27%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,566$508K0.04%+1,33513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.4,561$508K0.01%-5,70813F-HRTimeline
Aprio Wealth Management, LLC4,544$506K0.03%+9813F-HRTimeline
Leisure Capital Management4,477$499K0.17%013F-HRTimeline
EHRLICH FINANCIAL GROUP4,462$497K0.29%-1,10313F-HRTimeline
Peterson Wealth Advisors, LLC4,420$492K0.07%+7913F-HRTimeline
MainStreet Investment Advisors LLC4,400$490K0.07%+49913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,398$490K0.02%-6113F-HRTimeline
MONECO ADVISORS, LLC4,369$487K0.04%-7313F-HRTimeline
PFG Investments, LLC4,352$485K0.02%+2,25813F-HRTimeline
Chatterton & Associates Inc.4,073$481K0.34%+1,10313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,272$476K0.03%-1,46713F-HRTimeline
Spectrum Planning & Advisory Services I…4,263$475K0.23%-1,13513F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,241$472K0.01%-1213F-HRTimeline
Vision Retirement, LLC4,214$469K0.13%-2,40413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,211$469K0.05%+5113F-HRTimeline
Hickory Point Bank & Trust4,174$465K0.31%013F-HRTimeline
Elevation Wealth Management LLC4,140$461K0.42%+66113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,119$459K0.2%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.4,118$459K0.01%-45613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV4,101$457K0.12%+11513F-HRTimeline
Vann Equity Management LLC4,044$450K0.32%13F-HRTimeline
Aegis Wealth Management, Inc.4,031$449K0.35%new13F-HRTimeline
OpenArc Corporate Advisory, LLC4,016$447K0.01%+1,48213F-HRTimeline
Continuum Advisory, LLC3,946$439K0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,917$436K0.01%+1,41113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,904$435K0.07%-29813F-HRTimelineGroup
Hilltop National Bank3,875$432K0.1%013F-HRTimeline
VestGen Investment Management3,830$427K0.24%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,830$426K0.02%new13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/3,829$426K0.01%-61213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,817$425K0.01%-413F-HRTimelineGroup
Cooper Financial Group3,783$421K0.04%-1,28713F-HRTimeline
Elevated Capital Advisors, LLC3,782$421K0.11%-27013F-HRTimeline
Unified Investment Management3,778$421K0.43%-9013F-HRTimeline
Urban Financial Advisory Corp3,774$420K0.15%+9313F-HRTimeline
DIVERSIFIED TRUST CO3,747$417K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3,744$417K0.14%+3,26913F-HRTimeline
Krilogy Financial LLC3,473$417K0.01%+1,68313F-HRTimeline
Balentine LLC3,731$416K0.02%013F-HRTimeline
Kelly Financial Services LLC3,688$411K0.1%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,687$411K0.03%013F-HRTimeline
Wolff Financial Management LLC3,686$411K0.09%-6313F-HRTimeline
Pines Wealth Management, LLC3,671$409K0.13%-27413F-HRTimeline
Guidance Point Advisors, LLC3,663$408K0.1%013F-HRTimeline
ASPIRIANT, LLC3,659$408K0.01%-113F-HRTimeline
PUREfi Wealth, LLC3,656$407K0.27%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$403K0.01%013F-HRTimelineGroup
Connecticut Wealth Management, LLC3,582$399K0.02%+24913F-HRTimeline
Aspen Wealth Management LLC3,582$399K0.08%013F-HRTimeline
Lifelong Wealth Advisors, Inc.3,575$398K0.11%+27713F-HRTimeline
THEORY FINANCIAL LLC3,573$398K0.14%+85313F-HRTimeline
DOLIVER ADVISORS, LP3,570$398K0.09%013F-HRTimeline
GHP Investment Advisors, Inc.3,553$396K0.02%-2313F-HRTimeline
Laurel Wealth Advisors LLC3,207$393K0.04%-113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,533$393K0.05%+17413F-HR/ATimelineGroup
Fulton Bank, N.A.3,501$390K0.01%-1,82613F-HRTimeline
GWN SECURITIES INC.3,473$387K0.07%new13F-HRTimeline
LongView Wealth Management3,202$387K0.1%new13F-HRTimeline
Fisher Asset Management, LLC3,464$386K<0.01%-1,15413F-HRTimeline
Waldron Private Wealth LLC3,439$383K0.01%+20513F-HRTimeline
Milestone Asset Management Group, LLC3,434$382K0.22%013F-HRTimeline
Evanson Asset Management, LLC3,431$382K0.02%-5113F-HRTimeline
Rothschild Wealth LLC3,423$381K0.03%-1,55513F-HRTimeline
CGN Advisors LLC3,392$378K0.03%+4013F-HRTimeline
FSA Advisors, Inc.3,362$374K0.25%new13F-HRTimeline
Aspire Capital Advisors LLC3,355$374K0.08%013F-HRTimeline
Tempus Wealth Planning, LLC3,348$373K0.09%-1,13013F-HRTimeline
HUB Investment Partners, LLC3,347$373K0.01%-2713F-HRTimeline
Fermata Advisors, LLC3,343$372K0.08%-27913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,337$372K<0.01%+25813F-HRTimelineGroup
Bragg Financial Advisors, Inc3,331$371K0.01%013F-HRTimeline
TD Capital Management LLC3,301$368K0.03%013F-HRTimeline
Hobart Private Capital, LLC3,295$367K0.07%-4513F-HRTimeline
Westfuller Advisors, LLC3,292$367K0.16%013F-HRTimeline
Triangle Securities Wealth Management3,288$366K0.08%+8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Security Financial Services, INC.3,286$366K0.06%+40013F-HRTimeline
Quantum Portfolio Management LLC3,276$365K0.16%new13F-HR/ATimeline
Jaffetilchin Investment Partners, LLC3,257$363K0.02%+1913F-HRTimeline
CONNING INC.in group CONNING INC.3,255$363K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,246$362K0.03%+2,88913F-HRTimeline
Arax Advisory Partners3,245$361K0.01%-7,36913F-HRTimeline
Ledyard National Bank3,238$361K0.03%013F-HRTimeline
Harding Loevner LP3,236$360K<0.01%+1,44213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,233$360K0.35%new13F-HRTimeline
Stokes Family Office, LLC3,208$357K0.04%-2,38313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,167$353K0.01%-1113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,083$343K0.02%-2,77513F-HRTimelineGroup
Perennial Investment Advisors, LLC3,067$342K0.03%new13F-HRTimeline
Pettinga Financial Advisors LLC3,058$341K0.06%-8513F-HRTimeline
Wedmont Private Capital2,869$340K0.01%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,048$340K0.08%+83013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,034$338K0.61%new13F-HRTimeline
Modera Wealth Management, LLC3,015$336K<0.01%+68213F-HRTimeline
Elevated Financial Group LLC3,005$335K0.11%-1,34913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,977$332K0.22%+7013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,964$330K0.04%new13F-HRTimeline
PATTEN & PATTEN INC/TN2,950$329K0.02%+83913F-HRTimeline
Heartwood Wealth Advisors LLC2,933$327K0.03%new13F-HRTimeline
Cedar Point Capital Partners, LLC2,922$325K0.21%+87213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$322K0.24%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,890$322K0.26%+5013F-HRTimeline
Allworth Financial LP2,886$321K<0.01%-8213F-HRTimeline
Main Street Financial Solutions, LLC2,869$320K0.02%-19013F-HRTimeline
Rossby Financial, LCC2,808$319K0.07%+43113F-HRTimeline
Summit Financial Strategies, Inc.2,836$316K0.02%-82613F-HRTimeline
Advisory Alpha, LLC2,830$315K0.01%+15313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,807$313K<0.01%-6313F-HRTimelineGroup
Balefire, LLC2,810$313K0.06%new13F-HRTimeline
Midwest Heritage Bank, FSB2,807$313K0.1%-81513F-HRTimeline
KFA Private Wealth Group, LLC2,798$312K0.07%new13F-HRTimeline
GeoWealth Management, LLC2,797$311K0.01%+1,88813F-HRTimeline
XY Planning Network, Inc.2,739$311K0.05%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC2,780$310K0.02%-27613F-HRTimeline
Hurlow Wealth Management Group, Inc.2,777$309K0.07%-1013F-HRTimeline
Maridea Wealth Management LLC2,767$308K0.04%+46313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,762$308K0.15%+61813F-HRTimeline
Sequent Planning LLC2,743$306K0.07%new13F-HRTimeline
Rollins Financial Advisors, LLC2,733$304K0.05%+47413F-HRTimeline
NOVUS ADVISORS, LLC2,716$302K0.68%-13613F-HRTimeline
AdvisorNet Financial, Inc2,695$300K0.02%+83113F-HRTimeline
ERn Financial, LLC2,695$300K0.06%+17213F-HRTimeline
LANE BROTHERS & CO INC2,693$300K0.22%-22913F-HRTimeline
Atlatl Advisers LLC2,691$300K0.22%+63113F-HRTimeline
SUTTON PLACE INVESTORS LLC2,677$298K0.16%-14413F-HRTimeline
FLC Capital Advisors2,671$297K0.05%013F-HRTimeline
FOCUSED ALPHA, LLC2,669$297K0.09%+3613F-HRTimeline
Madison Wealth Partners, Inc2,662$296K0.05%+8213F-HRTimeline
Index Technologies Group LLC2,616$291K0.32%new13F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,614$291K0.04%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,610$291K<0.01%-90013F-HRTimelineGroup
Brand Asset Management Group, Inc.2,609$291K0.08%new13F-HRTimeline
Hemenway Trust Co LLC2,600$290K0.02%new13F-HRTimeline
Legacy Wealth Asset Management, LLC2,587$288K0.07%-6513F-HRTimeline
CERTUITY, LLC2,581$287K0.02%new13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC2,578$287K0.27%+73013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,572$286K0.03%013F-HRTimeline
JGP Wealth Management, LLC2,560$285K0.03%+60213F-HRTimeline
Quartz Partners, LLC2,540$283K0.11%-1,55113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,536$282KnewTimeline
KELLY FINANCIAL GROUP LLC2,523$281K0.07%+51613F-HRTimeline
Provenance Wealth Advisors, LLC2,504$279K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,500$278K0.01%013F-HRTimelineGroup
Retirement Solution LLC2,489$277K0.07%+29913F-HRTimeline
ALTFEST L J & CO INC2,473$275K0.03%013F-HRTimeline
Synergy Financial Group, LTD2,473$275K0.21%013F-HRTimeline
Strathmore Capital Advisors, Inc.2,307$275K0.08%new13F-HRTimeline
Bonfire Financial2,468$275K0.21%013F-HRTimeline
Resurgent Financial Advisors LLC2,461$274K0.1%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,458$274K0.01%-26713F-HRTimeline
Global Wealth Strategies & Associates2,447$273K0.07%+2513F-HRTimeline
My Personal CFO, LLC2,447$273K0.12%013F-HRTimeline
SCOTIA CAPITAL INC.2,431$271K<0.01%+60913F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC2,423$270K0.1%+35413F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.2,416$269K0.04%013F-HRTimeline
Goldstein Advisors, LLC2,412$269K0.03%+4013F-HRTimeline
JMG Financial Group, Ltd.2,411$269K0.01%-1,01313F-HRTimeline
Heritage Family Offices, LLP2,404$268K0.12%-42113F-HRTimeline
Fonville Wealth Management LLC2,375$265K0.05%013F-HRTimeline
Bedminster, LLC2,375$265K0.25%-47313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,367$264K0.01%new13F-HRTimeline
Yoffe Investment Management, LLC2,358$263K0.34%013F-HRTimeline
A4 Wealth Advisors LLC2,356$262K0.22%-56513F-HRTimeline
OAKWORTH CAPITAL, INC.2,355$262K0.01%013F-HRTimeline
Clear Retirement Advice LLC2,331$260K0.2%013F-HRTimeline
Cedarwood Wealth LLC2,325$259K0.26%+10013F-HRTimeline
Beacon Financial Advisory LLC2,323$259K0.06%-53313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,273$258K0.02%+72213F-HRTimeline
Orin Green Financial, LLC2,310$257K0.11%-25313F-HRTimeline
Walkner Condon Financial Advisors LLC2,304$257K0.03%-9113F-HRTimeline
Proactive Wealth Strategies LLC2,300$256K0.05%new13F-HRTimeline
Williams Jones Wealth Management, LLC.2,293$255K<0.01%new13F-HRTimeline
Walleye Partners, LLC2,265$252K0.31%013F-HRTimeline
Town Capital LLC2,261$252K0.2%-3,97513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,260$252K0.02%013F-HRTimeline
NWAM LLC2,237$249K0.01%new13F-HRTimeline
Bernicke Wealth Management, Ltd.2,227$248K0.03%-5613F-HRTimeline
Strategic Financial Concepts, LLC2,225$248K0.06%new13F-HRTimeline
Stirlingshire Investments, Inc.2,219$247K0.22%new13F-HRTimeline
Rosenberg Matthew Hamilton2,216$247K0.05%-21713F-HRTimeline
Centerline Wealth Advisors, LLC2,186$243K0.09%-4,42013F-HRTimeline
Networth Advisors, LLC2,183$243K0.17%-25413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,170$242K0.04%new13F-HRTimeline
CHANNEL WEALTH LLC2,160$241K0.06%-213F-HRTimeline
UPTICK PARTNERS, LLC2,149$239K0.05%-17613F-HRTimeline
WEALTHGARDEN F.S. LLC2,132$237K0.16%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,131$237K0.01%-1,07013F-HRTimeline
Neumann Capital Management, LLC2,125$237K0.07%013F-HRTimeline
CRA Financial Services, LLC2,125$237K0.03%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$236K0.02%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,096$233K0.01%-15813F-HRTimelineGroup
HBK Sorce Advisory LLC1,900$233K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC2,033$231K0.04%013F-HRTimeline
Financial Partners Group, Inc2,051$228K0.03%013F-HRTimeline
Watchman Group, Inc.2,047$228K0.06%-9,05813F-HRTimeline
Sanchez Gaunt Capital Management, LLC2,046$228K0.14%13F-HRTimeline
Accretive Wealth Partners, LLC1,992$222K0.06%013F-HRTimeline
Commonwealth Financial Services, LLC1,988$221K0.04%-6613F-HRTimeline