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Disclosery

EFG ISHARES TR

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ETF (fund)

1,049 managers (1,063 13F filers) reported a position in EFG shares at 2026-06-30, 121,021,487 shares in all. 93 filers opened a position and 51 filers sold out during the quarter.

Managers
1,049
13F filers
1,063
New
93
Added
479
Reduced
292
Sold out
51
Shares held by filers
121,021,487

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CRA Financial Services, LLC2,125$264K0.03%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$264K0.02%013F-HRTimeline
Stirlingshire Investments, Inc.2,108$262K0.19%-11113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,100$261K0.02%+15013F-HRTimeline
Sanchez Gaunt Capital Management, LLC2,097$261K0.15%+5113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,096$261K0.01%013F-HRTimelineGroup
Networth Advisors, LLC2,085$259K0.15%-9813F-HRTimeline
Financial Partners Group, Inc2,084$259K0.03%+3313F-HRTimeline
Winthrop Advisory Group LLC2,079$259K0.02%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,078$259K<0.01%new13F-HRTimeline
Centerline Wealth Advisors, LLC2,073$258K0.08%-11313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,067$257K0.04%-10313F-HRTimeline
Veracity Capital LLC2,012$250K0.07%+4613F-HRTimeline
NWAM LLC1,993$248K0.01%-24413F-HRTimeline
Accretive Wealth Partners, LLC1,992$248K0.06%013F-HRTimeline
Commonwealth Financial Services, LLC1,988$247K0.03%013F-HRTimeline
Watchman Group, Inc.1,983$247K0.06%-6413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,973$246K0.07%+2613F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,967$245K0.01%013F-HRTimeline
AA Financial Advisors, LLC1,931$240K0.03%+11313F-HRTimeline
FIRST FINANCIAL CORP /IN/1,929$240K0.08%-2313F-HRTimeline
Journey Beyond Wealth, LLC1,928$240K0.19%+8013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,920$239K0.04%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,919$239K0.04%new13F-HRTimeline
XML Financial, LLC1,914$238K0.02%+1513F-HRTimeline
SCS Capital Management LLC1,914$238K<0.01%-2,86913F-HRTimeline
Opal Wealth Advisors, LLC1,912$238K0.05%+6313F-HRTimeline
HBK Sorce Advisory LLC1,900$237K<0.01%013F-HRTimeline
NorthLanding Financial Partners, LLC1,900$236K0.16%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,900$236K<0.01%-3,80013F-HRTimeline
POM Investment Strategies, LLC1,893$236K0.27%+1,02413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.1,890$235K0.05%-3913F-HRTimelineGroup
SHUFRO ROSE & CO LLC1,880$234K0.01%013F-HRTimeline
Tailwinds Wealth, LLC1,857$231K0.14%new13F-HRTimeline
Destination Wealth Management1,847$230K0.01%new13F-HRTimeline
Community Financial Services Group, LLC1,868$229K0.03%-16513F-HRTimeline
MEANS INVESTMENT CO., INC.1,841$229K0.02%+1413F-HRTimeline
Alhambra Investment Management LLC1,831$228K0.1%013F-HRTimeline
Stokes Family Office, LLC1,815$226K0.03%-1,39313F-HRTimeline
Intelligence Driven Advisers, LLC1,807$225K0.04%013F-HRTimeline
CHANNEL WEALTH LLC1,793$223K0.05%-36713F-HRTimeline
Heritage Family Offices, LLP1,790$223K0.09%-61413F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,790$223K0.09%new13F-HRTimeline
NTV Asset Management LLC1,771$220K0.02%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.1,771$220K0.06%new13F-HRTimeline
NBH Bank1,755$218K0.09%13F-HRTimeline
PKS Advisory Services, LLC1,751$218K0.03%new13F-HRTimeline
Hudson Portfolio Management LLC1,750$218K0.16%-9013F-HRTimeline
Joel Isaacson & Co., LLC1,743$217K0.01%new13F-HRTimeline
REAP Financial Group, LLC1,734$216K0.04%+213F-HRTimeline
Hobart Private Capital, LLC1,731$215K0.04%-1,56413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,727$215K0.1%new13F-HRTimeline
Cornerstone Wealth, LLC/TN1,743$213K0.11%-13,10413F-HRTimeline
Single Point Partners, LLC1,712$213K0.04%new13F-HRTimeline
Bedminster, LLC1,708$213K0.18%-66713F-HRTimeline
BSW Wealth Partners1,694$211K0.02%new13F-HRTimeline
Resonant Capital Advisors, LLC1,692$211K0.01%new13F-HRTimeline
Maple Capital Management, Inc.1,663$207K0.01%new13F-HRTimeline
Osbon Capital Management LLC1,655$206K0.16%-113F-HRTimeline
Delta Investment Management, LLC1,655$206K0.03%new13F-HRTimeline
Storen Legacy Partners, LLC1,639$204K0.06%new13F-HRTimeline
Cassilly Financial Group LLC1,637$204K0.15%new13F-HR/ATimeline
Verum Partners LLC1,634$203K0.03%new13F-HRTimeline
Tranquility Partners, LLC1,628$203K0.07%new13F-HRTimeline
Fiduciary Alliance LLC1,621$202K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,620$202K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC1,616$201K0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,609$200K0.01%new13F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,600$199K0.03%new13F-HRTimelineGroup
Capital Advisor Network LLC1,564$195K0.24%+9213F-HRTimeline
Rosenberg Matthew Hamilton1,560$194K0.04%-65613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,500$187K0.08%013F-HRTimeline
New Republic Capital, LLC1,494$186K0.04%+3813F-HRTimeline
KERR FINANCIAL PLANNING Corp1,482$184K0.21%+113F-HRTimeline
AdvisorNet Financial, Inc1,480$184K0.01%-1,21513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,362$169K0.07%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,298$161K0.04%+1,26013F-HRTimeline
WEBSTER BANK, N. A.1,295$161K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,291$161K0.02%+1,04613F-HRTimeline
Balentine LLC1,220$152K0.01%-2,51113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,212$151K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,118$139K0.05%new13F-HRTimeline
GAMMA Investing LLC1,110$138K0.01%+1013F-HRTimeline
CITY HOLDING CO1,100$137K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,088$135K<0.01%+1,04813F-HRTimelineGroup
LifeSteps Financial, Inc.1,080$134K0.06%new13F-HRTimeline
Hanson & Doremus Investment Management1,074$134K0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,074$134K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,060$132K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,048$130K<0.01%+33213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV990$123K0.01%-39713F-HRTimeline
Rice Partnership, LLC988$123K0.01%+73813F-HRTimeline
Pinnacle Bancorp, Inc.973$121K0.03%013F-HRTimeline
Dynamic Wealth Strategies, LLC967$120K0.06%013F-HRTimeline
Peterson Wealth Services960$119K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC949$118K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC935$116K0.05%013F-HRTimeline
WHITTIER TRUST CO900$113K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp902$112K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co894$111K0.03%013F-HRTimeline
MeadowBrook Investment Advisors LLC891$111K0.09%013F-HRTimeline
MCF Advisors LLC868$108K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.835$104K0.01%+3013F-HR/ATimeline
FINANCIAL CONSULATE, INC830$103K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$93.2K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC740$92.1K0.02%+65313F-HRTimeline
Tidemark, LLC728$90.6K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC725$88.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/713$88.7K<0.01%-92313F-HRTimelineGroup
BALLAST ADVISORS LLC681$84.7K0.02%013F-HRTimeline
Ares Financial Consulting, LLC647$80.5K0.06%+513F-HRTimeline
HOEY INVESTMENTS, INC639$79.5K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC639$79.5K0.05%013F-HRTimeline
Strategic Wealth Partners, Ltd.637$79.3K<0.01%-31013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …609$75.8K0.1%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC601$74.8K0.01%-2,64513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC571$71.1K0.03%+5913F-HRTimeline
Downshift Financial, LLC563$70K0.03%new13F-HRTimeline
Leo H. Evart, Inc.543$67.6K0.05%+413F-HRTimeline
Larson Financial Group LLC536$66.7K<0.01%-93613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$65.6K<0.01%013F-HRTimelineGroup
Kings Path Partners LLC520$64.7K0.02%013F-HRTimeline
Mascoma Wealth Management LLC519$64.6K0.01%013F-HRTimeline
Clark Wealth Partners504$62.7K0.04%-713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC502$62.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC495$61.5K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC484$60.2K0.02%-1413F-HRTimeline
Highland Investment Advisors LLC479$59.6K0.03%13F-HRTimeline
Coston, McIsaac & Partners480$59K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc454$56.5K0.02%013F-HRTimeline
Integrity Financial Corp /WA437$54.4K0.03%013F-HRTimeline
West Financial Advisors, LLC430$53.5K0.01%013F-HRTimeline
Hughes Financial Services, LLC426$53K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…422$52.5K0.03%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC403$50.2K0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …397$49.4K0.01%13F-HRTimelineGroup
Frazier Financial Advisors, LLC393$48.9K0.02%-10013F-HRTimeline
AMERIFLEX GROUP, INC.379$47.2K0.02%-1813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors372$46.3K0.01%+1013F-HRTimelineGroup
CVA Family Office, LLC366$45.5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC359$44.7K0.01%013F-HRTimeline
Collier Financial353$43.9K0.03%+313F-HRTimeline
Asset Dedication, LLC340$42.3K<0.01%+22713F-HRTimeline
NorthAvenue LLC340$42.3K0.03%-2413F-HRTimeline
Dunhill Financial, LLC333$41.5K0.01%-18613F-HRTimeline
Cedar Mountain Advisors, LLC324$40.4K0.01%+213F-HRTimeline
Harbor Asset Planning, Inc.324$40.3K0.03%+313F-HRTimeline
AlphaCore Capital LLC318$39.6K<0.01%-1513F-HRTimeline
Silver Grove Financial Group, Inc.311$38.7K0.02%new13F-HRTimeline
Lavaca Capital LLC303$37.7K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC302$37.6K0.02%013F-HRTimeline
Anchor Investment Management, LLC301$37.5K<0.01%013F-HRTimeline
Brooklyn FI, LLC305$36.8K0.01%new13F-HRTimeline
Coastline Trust Co282$35.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PHILLIPS FINANCIAL MANAGEMENT, LLC281$35.1K<0.01%-2113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.280$34.8K0.01%13F-HRTimeline
Barnes Dennig Private Wealth Management…278$34.6K0.03%013F-HRTimeline
Breakwater Investment Management275$34.2K0.01%013F-HRTimeline
Crewe Advisors LLC272$33.8K<0.01%+19813F-HRTimeline
Signature Equity Partners, LLC251$31.2K0.01%+1413F-HRTimeline
Riverview Trust Co248$30.9K0.04%013F-HRTimeline
Imprint Wealth LLC248$30.9K0.13%-18613F-HRTimeline
Oakmont Advisory Group, LLC247$30.7K0.03%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO246$30.6K<0.01%013F-HRTimelineGroup
Richardson Capital Management LLC245$30.5K0.01%+113F-HRTimeline
TSFG, LLC243$30K<0.01%-6313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC234$29.1K<0.01%013F-HRTimelineGroup
Bangor Savings Bank227$28.2K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/219$27.2K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO199$24.8K0.01%013F-HRTimeline
ATWOOD & PALMER INC195$24.2K<0.01%+213F-HRTimeline
ROGCO, LP188$23.4K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc185$23K0.02%-86513F-HRTimeline
Nova Wealth Management, Inc.183$22.8K0.01%013F-HRTimeline
EPG Wealth Management LLC179$22.3K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP178$22.1K<0.01%013F-HRTimelineGroup
Archer Investment Corp178$22.1K<0.01%new13F-HR/ATimeline
Walsh & Associates, LLC175$21.8K0.02%013F-HRTimeline
HOWE & RUSLING INC173$21.5K<0.01%013F-HRTimeline
Park Place Capital Corp173$21.5K<0.01%013F-HRTimeline
WealthCollab, LLC173$21.5K0.01%+213F-HRTimeline
Birchwood Financial Partners, Inc.170$21.2K0.02%-16013F-HRTimeline
Timbuktu Capital Management, LLC169$21K0.03%13F-HRTimeline
Atlantic Edge Private Wealth Management…165$20.5K<0.01%-2513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$20.2K0.02%013F-HRTimeline
Triumph Capital Management155$19.3K<0.01%013F-HRTimeline
Bravera Wealth147$18.3K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…137$17K<0.01%013F-HRTimeline
SHP Wealth Management135$16.8K<0.01%+11313F-HRTimeline
GILL CAPITAL PARTNERS, LLC128$15.9K<0.01%013F-HRTimeline
Addison Advisors LLC125$15.6K0.01%-81813F-HRTimeline
Planning Strategies Inc.121$15.1K0.01%13F-HRTimeline
Bernard Wealth Management Corp.120$14.9K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC119$14.8K<0.01%-2613F-HRTimelineGroup
Center for Financial Planning, Inc.110$13.7K<0.01%013F-HRTimeline
Glassman Wealth Services109$13.6K<0.01%013F-HRTimeline
Hurley Capital, LLC102$12.6K0.01%+113F-HRTimeline
Nalls Sherbakoff Group, LLC100$12.4K0.01%013F-HRTimeline
Signature Resources Capital Management,…98$12.2K<0.01%+5313F-HRTimeline
Smithfield Trust Co100$12K<0.01%013F-HRTimeline