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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
ARMSTRONG ADVISORY GROUP, INC1,967$219K0.01%013F-HRTimeline
Veracity Capital LLC1,966$219K0.08%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,952$217K0.09%+31913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,950$217K0.02%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,947$217K0.08%new13F-HR/ATimelineGroup
Goelzer Investment Management, Inc.1,939$216K0.01%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.1,929$215K0.05%-18213F-HRTimelineGroup
Haverford Trust Co1,910$213K<0.01%-75713F-HRTimeline
NorthLanding Financial Partners, LLC1,900$212K0.17%013F-HRTimeline
XML Financial, LLC1,899$212K0.02%013F-HRTimeline
SHUFRO ROSE & CO LLC1,880$209K0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC1,744$207K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,852$206K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC1,849$206K0.05%-1,45513F-HRTimeline
Journey Beyond Wealth, LLC1,848$206K0.18%-5113F-HRTimeline
Hudson Portfolio Management LLC1,840$205K0.17%013F-HRTimeline
Alhambra Investment Management LLC1,831$204K0.09%013F-HRTimeline
MEANS INVESTMENT CO., INC.1,827$203K0.02%013F-HRTimeline
Daviman Financial, LLC1,823$203K0.12%-36513F-HRTimeline
AA Financial Advisors, LLC1,818$202K0.03%new13F-HRTimeline
Intelligence Driven Advisers, LLC1,807$201K0.04%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,805$201K<0.01%13F-HRTimelineGroup
2UniFi Bank1,755$195K0.09%013F-HRTimeline
REAP Financial Group, LLC1,732$193K0.04%-6213F-HRTimeline
Hyundai Investments Co., Ltd.1,786$192K0.22%-2,25113F-HRTimeline
Osbon Capital Management LLC1,656$184K0.15%-5713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,636$182K<0.01%-6,14813F-HRTimelineGroup
Sage Mountain Advisors LLC1,616$180K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,481$173K0.12%+113F-HR/ATimeline
Founders Financial Alliance, LLC1,531$171K0.03%+66013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,500$167K0.08%013F-HRTimeline
Larson Financial Group LLC1,472$164K0.01%-3,24313F-HRTimeline
Capital Advisor Network LLC1,472$164K0.23%13F-HR/ATimeline
New Republic Capital, LLC1,456$162K0.05%+1,31713F-HRTimeline
Sound Income Strategies, LLC1,359$155K0.01%-69413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,387$154K0.01%-79913F-HRTimeline
Merkkuri Wealth Advisors LLC1,336$149K0.1%new13F-HRTimeline
WEBSTER BANK, N. A.1,295$144K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,212$135K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,100$123K0.02%new13F-HRTimeline
GAMMA Investing LLC1,100$123K0.01%-46113F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,099$122K0.05%new13F-HRTimeline
Hanson & Doremus Investment Management1,074$120K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,060$118K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc1,050$117K0.06%+82513F-HRTimeline
Pinnacle Bancorp, Inc.973$108K0.03%013F-HRTimeline
Dynamic Wealth Strategies, LLC967$108K0.06%013F-HRTimeline
Peterson Wealth Services960$107K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC949$106K0.02%+8613F-HRTimeline
Strategic Wealth Partners, Ltd.947$105K0.01%-2313F-HRTimeline
Addison Advisors LLC943$105K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC935$104K0.06%013F-HRTimeline
WHITTIER TRUST CO900$102K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp902$100K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co894$99.6K0.03%+18313F-HRTimeline
MeadowBrook Investment Advisors LLC891$99.2K0.09%013F-HRTimeline
POM Investment Strategies, LLC869$96.8K0.12%+83713F-HRTimeline
FINANCIAL CONSULATE, INC830$92.4K0.01%+38513F-HRTimeline
Wealth Enhancement Trust Services, Inc.805$89.7K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$88.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC725$82.2K<0.01%013F-HRTimeline
Tidemark, LLC728$81.1K0.02%+6713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp716$79.7K<0.01%013F-HRTimelineGroup
BALLAST ADVISORS LLC681$75.8K0.02%013F-HR/ATimeline
Ares Financial Consulting, LLC642$73K0.06%013F-HRTimeline
HOEY INVESTMENTS, INC639$71.2K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC639$71.2K0.05%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …609$67.8K0.1%013F-HRTimeline
Global Assets Advisory, LLC573$63.8K0.02%new13F-HRTimeline
Leo H. Evart, Inc.539$60K0.05%13F-HR/ATimeline
Activest Wealth Management536$59.7K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$59.7K<0.01%013F-HRTimelineGroup
Kings Path Partners LLC520$57.9K0.02%013F-HR/ATimeline
Dunhill Financial, LLC519$57.8K0.01%+18713F-HRTimeline
Mascoma Wealth Management LLC519$57.8K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC512$57K0.03%+5013F-HRTimeline
Clark Wealth Partners511$56.9K0.04%-2913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC502$55.9K<0.01%new13F-HR/ATimeline
HighMark Wealth Management LLC498$55.5K0.02%-17413F-HRTimeline
Frazier Financial Advisors, LLC493$54.9K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC487$54.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners480$53K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC465$51.8K0.01%new13F-HRTimeline
Missouri Trust & Investment Co460$51.2K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc454$50.6K0.02%013F-HRTimeline
Philadelphia Investment Partners, LLC446$49.7K0.03%13F-HRTimeline
Integrity Financial Corp /WA437$48.7K0.02%013F-HRTimeline
Imprint Wealth LLC434$48.3K0.22%013F-HRTimeline
West Financial Advisors, LLC430$47.9K0.01%+4413F-HRTimeline
Hughes Financial Services, LLC426$47.4K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…422$47K0.02%013F-HRTimeline
Team Financial Group, LLC415$46.3K0.02%-813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …413$46K0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.397$44.2K0.02%-16013F-HRTimeline
CVA Family Office, LLC366$40.8K<0.01%013F-HRTimeline
NorthAvenue LLC364$40.5K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors362$40.3K0.01%-1213F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC359$40K0.01%013F-HRTimeline
Collier Financial350$39K0.03%013F-HRTimeline
AlphaCore Capital LLC333$37.1K<0.01%+4113F-HRTimeline
Wellington Grp LLC332$37K0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.330$36.8K0.04%-18013F-HRTimeline
Root Financial Partners, LLC327$36.4K<0.01%-36213F-HRTimeline
Hamilton Point Investment Advisors, LLC326$36.3K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC322$35.9K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.321$35.8K0.03%013F-HRTimeline
TSFG, LLC306$34K0.01%-1913F-HRTimeline
Innovative Asset Advisors Group, LLC302$33.6K0.02%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC302$33.6K<0.01%013F-HRTimeline
Anchor Investment Management, LLC301$33.5K<0.01%013F-HRTimeline
Wells Financial Advisors INC295$32.9K0.15%-82013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC293$32.6K0.03%new13F-HRTimeline
Aventura Private Wealth, LLC284$31.6K0.01%new13F-HRTimeline
Coastline Trust Co282$31.4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Barnes Dennig Private Wealth Management…278$31K0.03%013F-HRTimeline
Breakwater Investment Management275$30.7K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP254$28.3K0.09%new13F-HRTimeline
Rice Partnership, LLC250$27.8K<0.01%013F-HRTimeline
Riverview Trust Co248$27.6K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO246$27.4K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC245$27.3K<0.01%013F-HRTimeline
Richardson Capital Management LLC244$27.1K0.01%-2213F-HRTimeline
Signature Equity Partners, LLC237$26.4K0.01%+21813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC234$26.1K<0.01%013F-HRTimelineGroup
Bangor Savings Bank227$25.3K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO199$22.2K0.01%013F-HRTimeline
ATWOOD & PALMER INC193$21.5K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…190$21.2K0.01%-4513F-HRTimeline
ROGCO, LP188$20.9K0.01%013F-HRTimeline
Nova Wealth Management, Inc.183$20.4K0.01%new13F-HRTimeline
EPG Wealth Management LLC179$19.9K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP178$19.8K<0.01%-2813F-HRTimelineGroup
Walsh & Associates, LLC175$19.5K0.02%013F-HRTimeline
HOWE & RUSLING INC173$19.3K<0.01%013F-HRTimeline
Park Place Capital Corp173$19.3K<0.01%013F-HRTimeline
WealthCollab, LLC171$19.1K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$18K0.01%013F-HRTimeline
Magnolia Wealth Management, LLC161$17.9K0.01%new13F-HRTimeline
WFA of San Diego, LLC157$17.5K0.01%013F-HRTimeline
Triumph Capital Management155$17.3K<0.01%013F-HRTimeline
Bravera Wealth147$16.4K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC145$16.1K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC142$15.8K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…137$15.3K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.134$15K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GILL CAPITAL PARTNERS, LLC128$14.3K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.120$13.4K0.01%013F-HRTimeline
Asset Dedication, LLC113$12.6K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.110$12.3K<0.01%013F-HRTimeline
Glassman Wealth Services109$12.1K<0.01%013F-HRTimeline
Smithfield Trust Co100$12K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC107$11.9K0.01%new13F-HRTimeline
Horizon Investments, LLC104$11.6K<0.01%+5213F-HRTimeline
Hurley Capital, LLC101$11.2K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$11.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC87$10.2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.87$9.69K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC87$9.69K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.84$9.39K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC84$9.36K<0.01%013F-HRTimeline
Operose Advisors LLC83$9.24K<0.01%-1313F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC81$9K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.79$8.8K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…79$8.8K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC77$8.58K<0.01%013F-HRTimeline
Crewe Advisors LLC74$8.24K<0.01%013F-HRTimeline
Roxbury Financial LLC74$8.21K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC73$8.13K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC72$8.02K<0.01%013F-HRTimeline
True Link Financial Advisors, LLC67$7.46K<0.01%new13F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC66$7.35K<0.01%+2513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC60$6.7K<0.01%013F-HRTimeline
Align Financial, LLC54$6.01K<0.01%-6,09813F-HRTimeline
Capital Investment Advisory Services, L…51$5.68K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC47$5.24K<0.01%013F-HRTimeline
Signature Resources Capital Management,…45$5.01K<0.01%013F-HRTimeline
Versant Capital Management, Inc43$4.79K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC42$4.68K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC41$4.57K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…40$4.46K<0.01%+3413F-HRTimelineGroup
Clearstead Advisors, LLC38$4.23K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL38$4.19K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC36$4.01K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC36$4.01K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.35$3.9K<0.01%013F-HRTimeline
NFSG Corp35$3.9K<0.01%013F-HRTimeline
Sachetta, LLC34$3.74K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31$3.45K<0.01%-8213F-HRTimelineGroup
Trust Co31$3.45K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC30$3.34K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$2.78K<0.01%new13F-HRTimeline
Grove Bank & Trust23$2.56K<0.01%new13F-HRTimeline
SHP Wealth Management22$2.45K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC21$2.34K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC21$2.34K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC18$2K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…18$2K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC15$1.67K<0.01%-713F-HRTimeline
ESL Trust Services, LLC15$1.67K<0.01%013F-HRTimeline
Provident Wealth Management, LLC13$1.45K<0.01%013F-HRTimeline