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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
NTV Asset Management LLC1,771$202K0.02%new13F-HRTimeline
BSW Wealth Partners1,767$201K0.03%-25413F-HRTimeline
2UniFi Bank1,755$200K0.1%013F-HRTimeline
GeoWealth Management, LLC1,733$197K0.01%-3,37913F-HRTimeline
JFS WEALTH ADVISORS, LLC1,636$186K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,633$186K0.07%013F-HRTimeline
Sage Mountain Advisors LLC1,616$184K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,600$182K0.03%013F-HRTimelineGroup
Pineridge Advisors LLC1,543$176K0.05%+9013F-HRTimeline
Vermillion & White Wealth Management Gr…1,531$174K0.1%013F-HRTimeline
Wells Financial Advisors INC1,510$172K0.23%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,500$171K0.08%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,479$169K0.24%13F-HR/ATimeline
Imprint Wealth LLC1,396$159K0.51%13F-HRTimeline
WEBSTER BANK, N. A.1,295$147K0.01%013F-HRTimeline
WHITTIER TRUST CO1,256$147K<0.01%+11413F-HRTimeline
Addison Advisors LLC1,223$139K0.03%-13013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,212$138K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,170$133K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management1,074$122K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,060$121K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,005$114K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/986$112K<0.01%+38713F-HRTimelineGroup
Pinnacle Bancorp, Inc.973$111K0.03%-27013F-HRTimeline
Peterson Wealth Services728$109K0.03%-23213F-HRTimeline
WOLFF WIESE MAGANA LLC945$108K0.06%013F-HRTimeline
ATWOOD & PALMER INC927$106K0.01%+73713F-HRTimeline
Murphy & Mullick Capital Management Corp902$103K0.08%013F-HRTimeline
MeadowBrook Investment Advisors LLC891$101K0.09%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC890$101K0.02%-66313F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…887$101K0.2%-15,20713F-HRTimeline
Heartwood Wealth Advisors LLC842$95.9K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.811$92.4K0.09%-1,07913F-HRTimeline
AMERIFLEX GROUP, INC.772$87.9K0.03%-55213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$87.4K<0.01%013F-HRTimeline
Activest Wealth Management760$86.1K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC725$84.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp716$81.5K<0.01%+27113F-HRTimelineGroup
Indiana Trust & Investment Management Co711$81K0.02%013F-HRTimeline
Root Financial Partners, LLC698$79.5K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC681$77.6K0.02%013F-HRTimeline
HighMark Wealth Management LLC669$76.2K0.03%+18413F-HRTimeline
Tidemark, LLC666$75.9K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA659$75K0.06%+16613F-HRTimeline
HOEY INVESTMENTS, INC639$72.8K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC639$72.8K0.05%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …609$69.4K0.12%-8713F-HRTimeline
Team Financial Group, LLC575$65.4K0.03%+6013F-HRTimeline
Clark Wealth Partners540$61.5K0.04%+23313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$61.1K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …533$60.7K0.01%13F-HRTimelineGroup
Kings Path Partners LLC520$59.2K0.02%013F-HRTimeline
Mascoma Wealth Management LLC519$59.1K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC502$57.2K<0.01%+42913F-HRTimeline
Frazier Financial Advisors, LLC493$56.1K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC487$55.5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC482$54.9K0.01%new13F-HRTimeline
Coston, McIsaac & Partners480$54K0.01%013F-HRTimeline
Missouri Trust & Investment Co460$52.4K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…457$52K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc454$51.7K0.02%013F-HRTimeline
Hemington Wealth Management452$51K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS447$50.9K0.02%013F-HRTimeline
Integrity Financial Corp /WA437$49.8K0.02%013F-HRTimeline
Hughes Financial Services, LLC426$49.2K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…422$48.1K0.03%013F-HRTimeline
TSFG, LLC416$47K0.01%+8313F-HRTimeline
Family Legacy Financial Solutions, LLC411$46.8K0.04%new13F-HRTimeline
New Republic Capital, LLC406$46.2K0.01%-1,07313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC406$46.2K0.03%013F-HRTimeline
Woodside Wealth Management LLC404$46K0.04%013F-HRTimeline
West Financial Advisors, LLC386$44K0.01%013F-HRTimeline
CVA Family Office, LLC366$41.7K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors360$41K0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC359$40.9K0.01%-2213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC357$40.7K<0.01%-42313F-HRTimeline
Collier Financial345$39.3K0.03%13F-HRTimeline
Rice Partnership, LLC320$36.4K0.01%+7013F-HRTimeline
Cedar Mountain Advisors, LLC317$36.1K0.01%+10613F-HRTimeline
Harbor Asset Planning, Inc.316$36K0.03%013F-HRTimeline
ADIRONDACK TRUST CO309$35.2K0.01%013F-HRTimeline
Whipplewood Advisors, LLC305$34.7K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC302$34.4K<0.01%-1713F-HRTimeline
Anchor Investment Management, LLC301$34.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC292$33.3K<0.01%013F-HRTimeline
Breakwater Investment Management275$31.3K0.01%013F-HRTimeline
Richardson Capital Management LLC263$30K0.01%013F-HRTimeline
Riverview Trust Co248$28.2K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO246$28K<0.01%-713F-HRTimelineGroup
Atlantic Edge Private Wealth Management…235$26.8K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC234$26.6K<0.01%013F-HRTimelineGroup
Bangor Savings Bank227$25.9K<0.01%new13F-HRTimeline
Guerra Advisors Inc227$25.9K0.01%new13F-HRTimeline
Park Place Capital Corp197$22.4K<0.01%+2413F-HRTimeline
Tripletail Wealth Management, LLC188$22K0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…190$21.6K<0.01%+6413F-HRTimelineGroup
ROGCO, LP188$21.4K0.01%013F-HRTimeline
EPG Wealth Management LLC179$20.3K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP178$20.3K<0.01%-16713F-HRTimelineGroup
HOWE & RUSLING INC173$19.7K<0.01%-1,11713F-HRTimeline
WealthCollab, LLC169$19.2K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$18.4K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.156$17.9K<0.01%013F-HRTimeline
WFA of San Diego, LLC157$17.9K0.01%013F-HRTimeline
Crewe Advisors LLC155$17.7K<0.01%+1513F-HRTimeline
Dunhill Financial, LLC142$16.2K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC131$14.9K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.120$13.7K0.01%013F-HRTimeline
Center for Financial Planning, Inc.110$12.5K<0.01%013F-HRTimeline
Glassman Wealth Services109$12.4K<0.01%013F-HRTimeline
Smithfield Trust Co100$12K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC100$11.4K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$11.4K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.91$10.4K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.87$9.91K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC87$9.91K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC84$9.57K<0.01%013F-HRTimeline
Operose Advisors LLC83$9.45K<0.01%new13F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC81$9K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.79$9K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC77$8.77K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC77$8.77K<0.01%new13F-HRTimeline
Investors Research Corp74$8.43K<0.01%+1113F-HRTimeline
Hurley Capital, LLC73$8.28K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC67$7.63K<0.01%+613F-HRTimeline
Barnes Dennig Private Wealth Management…65$7.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…63$7.19K<0.01%+1013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV65$7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.62$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GRAND WEALTH MANAGEMENT, LLC60$6.85K<0.01%013F-HRTimeline
American Wealth Advisors, LLC59$6.75K0.01%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC58$6.61K<0.01%-2,59413F-HRTimeline
Horizon Investments, LLC52$5.92K<0.01%013F-HRTimeline
Roxbury Financial LLC52$5.91K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC51$5.81K<0.01%013F-HRTimeline
Westside Investment Management, Inc.50$5.69K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC47$5.35K<0.01%+2013F-HRTimeline
Versant Capital Management, Inc43$4.9K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC43$4.9K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC42$4.78K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$4.67K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC37$4.24K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC36$4.1K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.35$3.99K<0.01%013F-HRTimeline
NFSG Corp35$3.99K<0.01%-613F-HRTimeline
Global Trust Asset Management, LLC34$3.87K<0.01%+2813F-HRTimeline
Cherry Tree Wealth Management, LLC34$3.87K<0.01%013F-HRTimeline
New Millennium Group LLC33$3.76K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC32$3.65K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC32$3.64K<0.01%013F-HRTimeline
Trust Co31$3.53K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC30$3.42K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC28$3.19K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC25$2.85K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC25$2.85K<0.01%new13F-HRTimeline
Asset Dedication, LLC23$2.62K<0.01%-35113F-HRTimeline
SYM FINANCIAL Corp15$1.71K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO13$1.48K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC13$1.48K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…12$1.37K<0.01%013F-HRTimeline
North Capital, Inc.11$1.25K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC9$1.02K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC9$1.01K<0.01%013F-HRTimeline
Cloud Capital Management, LLC13$1K<0.01%new13F-HRTimeline
HM PAYSON & CO8$912<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$683<0.01%013F-HRTimelineGroup
GAMMA Investing LLC4$456<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2$228<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1$75<0.01%013F-HRTimeline
Avion Wealth2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.