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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
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,212$138K0.01%013F-HRTimeline
Wells Financial Advisors INC1,115$127K0.24%-39513F-HRTimeline
Hanson & Doremus Investment Management1,074$122K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,060$121K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.973$111K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.970$111K0.01%-82313F-HRTimeline
Dynamic Wealth Strategies, LLC967$110K0.07%new13F-HRTimeline
Peterson Wealth Services960$109K0.03%+23213F-HRTimeline
Addison Advisors LLC943$107K0.02%-28013F-HRTimeline
WOLFF WIESE MAGANA LLC935$107K0.06%-1013F-HRTimeline
WHITTIER TRUST CO900$106K<0.01%-35613F-HRTimeline
GeoWealth Management, LLC909$104K<0.01%-82413F-HRTimeline
Murphy & Mullick Capital Management Corp902$103K0.07%013F-HRTimeline
MeadowBrook Investment Advisors LLC891$102K0.09%013F-HRTimeline
Founders Financial Alliance, LLC871$99.2K0.02%-1,14813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC863$98.3K0.01%+79613F-HRTimeline
Planning Project LLC853$97.2K0.02%13F-HRTimeline
Commonwealth Retirement Investments LLC842$95.9K0.03%-2,38713F-HRTimeline
OPTIMA CAPITAL LLC822$93.6K0.04%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.805$91.7K0.01%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$91.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC792$90K<0.01%-3,17413F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC725$85.5K<0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC723$82.3K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp716$81.6K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co711$81K0.02%013F-HRTimeline
Root Financial Partners, LLC689$78.5K<0.01%-913F-HRTimeline
BALLAST ADVISORS LLC681$77.6K0.02%013F-HRTimeline
HighMark Wealth Management LLC672$76.6K0.03%+313F-HRTimeline
Tidemark, LLC661$75.3K0.02%-513F-HRTimeline
Ares Financial Consulting, LLC642$73.2K0.07%13F-HRTimeline
HOEY INVESTMENTS, INC639$72.8K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC639$72.8K0.05%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …609$69.4K0.1%013F-HRTimeline
Raleigh Capital Management Inc.596$67.9K0.02%-1,27013F-HRTimeline
FIRST COMMUNITY TRUST NA589$67.1K0.05%-7013F-HRTimeline
AMERIFLEX GROUP, INC.557$63.4K0.03%-21513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$62.1K<0.01%013F-HRTimelineGroup
Clark Wealth Partners540$61.5K0.04%013F-HRTimeline
Activest Wealth Management536$61.1K0.01%-22413F-HRTimeline
Kohmann Bosshard Financial Services, LLC527$60K0.01%new13F-HRTimeline
Kings Path Partners LLC520$59.2K0.02%013F-HRTimeline
Mascoma Wealth Management LLC519$59.1K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.510$58.1K0.06%13F-HRTimeline
Frazier Financial Advisors, LLC493$56.2K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC487$55.5K<0.01%013F-HRTimeline
Motiv8 Investments LLC479$55K0.03%new13F-HRTimeline
Cape Investment Advisory, Inc.475$54.1K0.02%-33613F-HRTimeline
Coston, McIsaac & Partners480$54K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC462$52.6K0.03%+5613F-HRTimeline
Missouri Trust & Investment Co460$52.4K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc454$51.7K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC445$50.7K0.01%-3713F-HRTimeline
Integrity Financial Corp /WA437$49.8K0.03%013F-HRTimeline
Imprint Wealth LLC434$49.4K0.23%-96213F-HRTimeline
Hughes Financial Services, LLC426$48.5K0.01%013F-HRTimeline
Team Financial Group, LLC423$48.2K0.02%-15213F-HRTimeline
Bradley & Co. Private Wealth Management…422$48.1K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …413$47K0.01%-12013F-HRTimelineGroup
Woodside Wealth Management LLC404$46K0.03%013F-HRTimeline
West Financial Advisors, LLC386$44K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors374$42.6K0.01%+1413F-HRTimelineGroup
CVA Family Office, LLC366$41.7K<0.01%013F-HRTimeline
NorthAvenue LLC364$41.5K0.03%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC359$40.9K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC357$40.7K<0.01%013F-HRTimeline
Collier Financial350$39.9K0.03%+513F-HRTimeline
Dunhill Financial, LLC332$37.9K0.01%+19013F-HRTimeline
Hamilton Point Investment Advisors, LLC326$37.1K0.01%new13F-HRTimeline
TSFG, LLC325$37K0.01%-9113F-HRTimeline
Cedar Mountain Advisors, LLC322$36.7K0.01%+513F-HRTimeline
Harbor Asset Planning, Inc.321$36.6K0.03%+513F-HRTimeline
Whipplewood Advisors, LLC305$34.7K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC302$34.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC301$34.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC292$33.3K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…278$31.7K0.03%+21313F-HRTimeline
Breakwater Investment Management275$31.4K0.01%013F-HRTimeline
Richardson Capital Management LLC266$30.3K0.02%+313F-HRTimeline
Rice Partnership, LLC250$28.5K<0.01%-7013F-HRTimeline
Riverview Trust Co248$28.3K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO246$28K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC245$27.9K<0.01%+11413F-HRTimeline
Atlantic Edge Private Wealth Management…235$26.8K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC234$26.7K<0.01%013F-HRTimelineGroup
Bangor Savings Bank227$25.9K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc225$25.6K0.02%13F-HRTimeline
Basepoint Wealth LLC221$25.2K0.02%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP206$23.5K<0.01%+2813F-HRTimelineGroup
ADIRONDACK TRUST CO199$22.7K0.01%-11013F-HRTimeline
ATWOOD & PALMER INC193$22K<0.01%-73413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.191$21.8K0.01%new13F-HRTimeline
ROGCO, LP188$21.4K0.01%013F-HRTimeline
EPG Wealth Management LLC179$20.4K0.01%013F-HRTimeline
Walsh & Associates, LLC175$19.9K0.02%13F-HRTimeline
HOWE & RUSLING INC173$19.7K<0.01%013F-HRTimeline
Park Place Capital Corp173$19.7K<0.01%-2413F-HRTimeline
WealthCollab, LLC171$19.5K0.01%+213F-HRTimeline
Fortitude Family Office, LLC165$18.8K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$18.5K0.02%013F-HRTimeline
IFC & Insurance Marketing, Inc.160$18K0.02%13F-HRTimeline
Elyxium Wealth, LLC158$18K0.01%new13F-HRTimeline
WFA of San Diego, LLC157$17.9K0.01%013F-HRTimeline
Triumph Capital Management155$17.7K<0.01%new13F-HRTimeline
Bravera Wealth147$16.7K0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC145$16.5K<0.01%-74513F-HRTimelineGroup
New Republic Capital, LLC139$15.8K<0.01%-26713F-HRTimeline
Portfolio Resources Advisor Group, Inc.136$15.5K0.02%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.132$15K<0.01%+7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ransom Advisory, Ltd131$14.9K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.120$13.7K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…113$12.9K<0.01%-7713F-HRTimelineGroup
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
Hurley Capital, LLC101$11.5K0.01%+2813F-HRTimeline
Nalls Sherbakoff Group, LLC100$11.4K0.01%013F-HRTimeline
Operose Advisors LLC96$10.8K<0.01%+1313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.87$9.91K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC87$9.91K<0.01%013F-HRTimeline
MASECO LLP87$9.91K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.84$9.61K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC84$9.57K<0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC81$9K0.02%013F-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%013F-HRTimeline
Crewe Advisors LLC74$8.43K<0.01%-8113F-HRTimeline
Roxbury Financial LLC74$8.4K0.01%+2213F-HRTimeline
Millstone Evans Group, LLC72$8.2K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV66$7K<0.01%+113F-HRTimeline
American Wealth Advisors, LLC60$6.86K0.01%+113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC60$6.85K<0.01%013F-HRTimeline
Align Financial, LLC6,152$6.15K<0.01%13F-HRTimeline
Horizon Investments, LLC52$5.92K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…51$5.81K<0.01%-1213F-HRTimeline
Morton Brown Family Wealth, LLC51$5.81K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC47$5.36K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…45$5.13K<0.01%new13F-HRTimeline
Versant Capital Management, Inc43$4.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC42$4.79K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$4.67K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC41$4.67K<0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL38$4.28K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC36$4.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.35$3.99K<0.01%013F-HRTimeline
NFSG Corp35$3.99K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC34$3.87K<0.01%013F-HRTimeline
Sachetta, LLC34$3.83K<0.01%-5,66713F-HRTimeline
New Millennium Group LLC33$3.76K<0.01%013F-HRTimeline
POM Investment Strategies, LLC32$3.65K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC30$3.58K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC31$3.53K<0.01%-2713F-HRTimeline
Trust Co31$3.53K<0.01%013F-HRTimeline
GODSEY & GIBB, INC22$2.51K<0.01%new13F-HRTimeline
SHP Wealth Management22$2.51K<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC21$2.39K<0.01%13F-HRTimeline
GoalVest Advisory LLC20$2.28K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.20$2.28K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC19$2.2K<0.01%13F-HRTimeline
NVWM, LLC19$2.16K<0.01%new13F-HRTimeline
ESL Trust Services, LLC15$1.71K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO13$1.48K<0.01%013F-HRTimeline
Provident Wealth Management, LLC13$1.48K<0.01%013F-HRTimeline
Stephens Consulting, LLC11$1.25K<0.01%new13F-HRTimeline
United Financial Planning Group LLC10$1.14K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC9$1.02K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$684<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1$114<0.01%-54,93913F-HRTimeline