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Disclosery

EFG ISHARES TR

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ETF (fund)

980 managers (990 13F filers) reported a position in EFG shares at 2024-12-31, 148,421,920 shares in all. 69 filers opened a position and 51 filers sold out during the quarter.

Managers
980
13F filers
990
New
69
Added
496
Reduced
221
Sold out
51
Shares held by filers
148,421,920

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,765,765$3.37B+6,075,680Timeline
LPL Financial LLC9,151,951$886M0.36%+2,871,16913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,275,923$705M0.06%+1,345,37613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,738,037$652M0.62%-956,56013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,086,477$493M0.05%+747,63913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,941,677$479M0.03%+406,90313F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,118,801$302M0.01%+778,05913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,926,949$283M2.92%+536,19113F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,812,301$272M1.13%+275,19513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,104,114$204M0.7%+402,69413F-HRTimeline
Cetera Investment Advisers1,781,913$173M0.36%+285,54813F-HRTimeline
Janney Montgomery Scott LLC1,651,191$160M0.44%+260,30413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,641,559$159M0.21%+8,76713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,609,886$156M0.04%+160,04313F-HRTimelineGroup
Facet Wealth, Inc.1,495,780$152M4.03%+139,65313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,480,375$143M0.03%+268,35213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,414,491$137M0.03%+87,77013F-HRTimelineGroup
OneDigital Investment Advisors LLC1,402,046$136M1.57%+146,45213F-HRTimeline
Sanctuary Advisors, LLC1,184,304$122M0.77%+28,98713F-HRTimeline
UBS Group AGin group UBS Group AG1,239,969$120M0.03%+194,53013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,179,892$114M0.08%-9,98613F-HRTimelineGroup
FMR LLCin group FMR LLC1,053,703$102M0.01%+99013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,026,769$99.4M+92,243Timeline
JB Capital LLC946,276$91.6M5.13%+175,35113F-HRTimeline
NewEdge Advisors, LLC884,259$85.6M0.51%+172,34213F-HRTimeline
Foundations Investment Advisors, LLC881,449$85.4M1.65%+205,25313F-HRTimeline
AE Wealth Management LLC859,866$83.3M0.71%+101,92113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC810,439$78.5M0.11%+61,54413F-HRTimeline
Dynasty Wealth Management, LLC805,360$78M1.35%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…799,537$77.4M0.65%+93,78813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA778,194$75.4M0.23%+74,12713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC711,460$68.9M1.82%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…683,000$68.3M0.13%+70,24913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp705,145$68.3M0.23%-32,45113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…697,550$67.5M0.06%+57,71613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC671,810$65.1M0.02%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA658,531$63.8M0.01%+366,06513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP624,253$60.4M0.06%+99,25613F-HRTimelineGroup
Austin Private Wealth, LLC567,656$55M5.16%+90,67013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding554,328$53.7M+65,537Timeline
Beacon Pointe Advisors, LLC518,328$50.2M0.56%+8,55013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.583,665$50M0.11%+138,52213F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.502,088$48.6M0.31%+114,37613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP484,264$46.9M0.07%+110,75213F-HRTimelineGroup
Advocacy Wealth Management, LLC458,465$44.4M3.38%+159,70113F-HRTimeline
Quent Capital, LLC455,702$44.1M4.57%+23,52113F-HRTimeline
Mariner, LLCin group Mariner, LLC450,406$43.6M0.07%+54,90913F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…440,047$42.6M5.28%+13,39613F-HRTimeline
Atria Wealth Solutions, Inc.436,568$42.3M0.46%+67,24713F-HRTimeline
Baker Avenue Asset Management, LP433,935$42M1.29%+1,80613F-HRTimeline
EASTERN BANK427,612$41.4M0.77%+6,89213F-HRTimeline
FAS Wealth Partners, Inc.408,815$39.6M3.33%+12,75613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers403,313$39.1M0.07%+228,47613F-HRTimelineGroup
Cambridge Investment Research Advisors,…360,305$34.9M0.12%+64,85313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC357,163$34.6M1.06%+78,83913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding355,020$34.4M+31,060Timeline
Atria Investments, Inc353,787$34.3M0.43%+34,70213F-HRTimeline
HTLF Bank347,309$33.6M3.8%-60813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC339,315$32.9M0.01%-68,09513F-HRTimelineGroup
Icon Wealth Advisors, LLC333,090$32.3M2.65%+42,85413F-HRTimeline
McKinley Carter Wealth Services, Inc.320,129$31M1.9%+4,64513F-HRTimeline
Octavia Wealth Advisors, LLC311,871$30.2M3.66%+11,57913F-HRTimeline
BOKF, NAin group BOKF, NA294,536$28.5M0.48%+76013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP267,965$25.9M0.04%-7,12113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS266,818$25.8M0.07%+29,86713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.265,060$25.7M1.79%+2,88513F-HRTimelineGroup
Integrated Wealth Concepts LLC263,952$25.6M0.3%-167,69213F-HRTimeline
Merit Financial Group, LLC259,698$25.1M0.45%+182,71513F-HRTimeline
EP Wealth Advisors, LLC252,324$24.4M0.2%-124,68213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/252,156$24.4M0.01%-1,93813F-HRTimelineGroup
Covenant Partners, LLC251,846$24.4M7.52%+20,77213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV240,005$23.2M0.06%-2,00613F-HRTimeline
INTEGRITY ALLIANCE, LLC.239,988$23.2M2.52%13F-HRTimeline
MA Private Wealth239,440$23.2M4.33%+4,53013F-HRTimeline
HighTower Advisors, LLC235,330$22.8M0.03%+1,34813F-HRTimeline
One Wealth Advisors, LLC231,865$22.5M3.33%+79,32713F-HRTimeline
Sharkey, Howes & Javer225,766$21.9M3.07%+28,44713F-HRTimeline
CFS Investment Advisory Services, LLC221,063$21.4M1.92%-175,09913F-HRTimeline
COUNTRY CLUB BANK220,221$21.4M1.43%+6,59713F-HRTimeline
Cassaday & Co Wealth Management LLC220,315$21.3M0.58%-1,54013F-HRTimeline
High Falls Advisors, Inc219,233$21.2M4.92%+28,94413F-HRTimeline
Cardinal Strategic Wealth Guidance215,702$20.9M6.66%+4,28313F-HRTimeline
Meridian Wealth Partners, LLC210,143$20.3M3.09%+10,03313F-HRTimeline
Orion Porfolio Solutions, LLC208,908$20.2M0.2%+43,76113F-HRTimeline
Orion Portfolio Solutions, LLC208,908$20.2M0.2%+43,76113F-HRTimeline
RTD Financial Advisors, Inc.208,343$20.2M2.59%+2,57513F-HRTimeline
SteelPeak Wealth, LLC208,308$20.2M0.84%+16,15313F-HRTimeline
Farther Finance Advisors, LLC207,942$20.1M0.73%+38,52413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…207,526$20.1M0.5%new13F-HRTimelineGroup
Horst & Graben Wealth Management LLC204,332$19.8M3.52%+11,31313F-HRTimeline
Strategic Blueprint, LLC197,480$19.1M1.14%+19,01113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.196,210$19M0.04%+16,99013F-HRTimelineGroup
West Wealth Group, LLC195,244$18.9M5.64%+24,24513F-HRTimeline
Pettinga Financial Advisors LLC191,397$18.5M4.19%+34,13713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC190,546$18.5M0.08%+7,27113F-HRTimelineGroup
CHOREO, LLC185,293$17.9M0.26%+114,15513F-HRTimeline
Invst, LLC182,624$17.7M2.15%+34,81413F-HRTimeline
Physician Wealth Advisors, Inc.178,120$17.2M2.91%+30,42813F-HRTimeline
MCMORGAN & CO LLC177,750$17.2M2.66%-62,34513F-HRTimeline
RWA WEALTH PARTNERS, LLC174,221$16.9M0.21%+45,03013F-HRTimeline
Stone House Investment Management, LLC173,217$16.8M4.26%-21,28513F-HRTimeline
OBSIDIAN CIO, LLC169,806$16.4M3%+14,12113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC169,052$16.4M6.7%+5,59613F-HRTimeline
Shakespeare Wealth Management, LLC167,989$16.3M4.39%+7,07013F-HRTimeline
Blue Trust, Inc.167,744$16.2M0.21%-70113F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,464$16.1M0.03%+13,23713F-HR/ATimeline
Waverly Advisors, LLC165,812$16.1M0.25%+25,22013F-HRTimeline
Scarborough Advisors, LLC164,533$15.9M2.25%+27,75313F-HRTimeline
GREENLEAF TRUST161,591$15.6M0.14%+14,71313F-HRTimeline
IHT Wealth Management, LLC161,512$15.6M0.5%+29,51813F-HRTimeline
Affinity Capital Advisors, LLC155,997$15.3M2.88%+6,34513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding156,979$15.2M+18,210Timeline
Stonebrook Private Inc.156,433$15.1M3.96%+12,10913F-HRTimeline
Perigon Wealth Management, LLC149,082$14.6M0.36%+19,96113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC144,681$14M0.2%+50,67713F-HRTimeline
B. Riley Wealth Advisors, Inc.144,670$14M0.46%-59,46313F-HRTimeline
Robinswood Financial LLC139,877$13.5M5.12%+2,66613F-HRTimeline
Keebeck Wealth Management138,248$13.4M1.93%+7,81813F-HRTimeline
STALEY CAPITAL ADVISERS INC137,932$13.4M0.59%-79213F-HRTimeline
Steward Partners Investment Advisory, L…137,764$13.3M0.12%+15,86513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…137,632$13.3M4.5%+1,98313F-HRTimelineGroup
WEALTH ALLIANCE, LLC136,303$13.2M1.58%+33,69913F-HRTimeline
Cypress Wealth Services, LLC135,532$13.1M2.64%+14,29713F-HRTimeline
ONE Advisory Partners, LLC135,125$13.1M5.81%+21,46413F-HRTimeline
&PARTNERS134,614$13M0.16%+48,00513F-HRTimeline
Keystone Financial Services133,650$12.9M4.95%+3,50913F-HRTimeline
Spectrum Wealth Counsel, LLC131,870$12.8M1.5%-23,22113F-HRTimeline
Bedel Financial Consulting, Inc.120,012$12.3M1.71%+1,24513F-HRTimeline
REGIMEN WEALTH, LLC126,539$12.3M4%+14,34813F-HRTimeline
Savvy Advisors, Inc.126,267$12.2M1.47%+31,60313F-HRTimeline
Lineweaver Wealth Advisors, LLC124,650$12.1M2.23%+8,57113F-HRTimeline
PAX Financial Group, LLC123,891$12M2.15%+12,96413F-HRTimeline
Aptus Capital Advisors, LLC123,326$11.9M0.14%+81,23013F-HRTimeline
TSA Wealth Managment LLC121,164$11.7M4.77%+21,29213F-HRTimeline
Checchi Capital Advisers, LLC118,040$11.4M0.85%-7,32313F-HRTimeline
Empirical Financial Services, LLC d.b.a…117,375$11.4M0.31%+9,33013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…111,827$11.3M0.64%+19,44613F-HRTimeline
Summit X, LLC116,558$11.3M2.5%+11,88813F-HRTimeline
Maia Wealth LLC108,969$11.1M2.39%+7,78513F-HRTimeline
Kilter Group LLC114,168$11.1M7.19%13F-HRTimeline
Private Advisor Group, LLC113,329$11M0.06%+20,26413F-HRTimeline
Prosperity Consulting Group, LLC111,545$10.8M0.81%+28,25213F-HRTimeline
Koss-Olinger Consulting, LLC109,476$10.6M0.93%+64013F-HRTimeline
Cresset Asset Management, LLC107,252$10.4M0.05%-5,50113F-HRTimeline
Private Portfolio Partners LLC106,534$10.3M1.9%+2,25613F-HRTimeline
Trek Financial, LLC105,496$10.2M0.76%+18,37313F-HRTimeline
RFG Advisory, LLC105,480$10.2M0.29%+9,19313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC105,141$10.2M3.97%+17,38013F-HRTimeline
Snowden Capital Advisors LLC104,608$10.1M0.31%+15,01313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management101,454$9.82M0.14%+2,81613F-HRTimelineGroup
FINANCIAL LIFE ADVISORS101,126$9.79M3.68%+3,83613F-HRTimeline
Regal Investment Advisors LLC98,168$9.51M0.71%+11,33313F-HRTimeline
Mill Creek Capital Advisors, LLC95,933$9.29M0.22%+24813F-HRTimeline
Ashton Thomas Private Wealth, LLC95,135$9.21M0.36%+87,83713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC94,906$9.19M0.09%+6,98713F-HRTimeline
WealthShield Partners, LLC94,540$9.15M1.3%+8,60313F-HRTimeline
First Horizon Advisors, Inc.94,164$9.12M0.26%+7,46713F-HRTimeline
SWMG, LLC89,821$9.08M3.62%+7,72413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,534$8.86M0.01%-743,79913F-HRTimelineGroup
Rothschild Wealth LLC90,877$8.8M2.57%+82,49113F-HRTimeline
McAdam, LLC89,386$8.66M0.47%+10,81913F-HRTimeline
BLAIR WILLIAM & CO/IL88,853$8.6M0.03%-38,45613F-HRTimeline
Avior Wealth Management, LLC87,976$8.52M0.31%+87,02013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC86,898$8.41M1.05%+3,74913F-HRTimeline
Clear Creek Financial Management, LLC86,884$8.41M0.91%+7,07613F-HRTimeline
Pinnacle Financial Partners Inc86,806$8.41M0.17%+3,88113F-HRTimeline
Bay Harbor Wealth Management, LLC86,095$8.34M2.71%+7,03813F-HRTimeline
Forthright Family Wealth Advisory LLC85,419$8.27M5.38%+5,10013F-HRTimeline
Key Financial Inc83,575$8.09M1.84%-1,55713F-HRTimeline
EQ LLC82,941$8.03M3.77%+5,07813F-HRTimeline
Focus Financial Network, Inc.82,818$8.02M0.32%+10,28813F-HRTimeline
Certus Wealth Management, LLC78,311$8.02M5.37%+9,60513F-HRTimeline
ORG Partners LLC81,496$7.89M1.07%+3,61513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources81,502$7.89M<0.01%+3,86013F-HRTimelineGroup
Advisory Services Network, LLC81,319$7.87M0.15%-5,00613F-HRTimeline
Cranbrook Wealth Management, LLC80,980$7.84M1.82%-55113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC80,224$7.77M0.62%+80,01413F-HRTimeline
Lane & Associates LLC76,191$7.75M4.01%+12,12713F-HRTimeline
Triad Wealth Partners, LLC79,826$7.73M2.79%+49,54613F-HRTimeline
Sterling Capital Management LLC77,096$7.47M0.1%-4,95413F-HRTimeline
Cobblestone Asset Management LLC76,428$7.4M4.83%+11,07213F-HRTimeline
Marks Group Wealth Management, Inc76,310$7.39M0.73%+2,70713F-HRTimeline
Obsidian Personal Planning Solutions LLC71,743$7.3M3.52%+5,91013F-HRTimeline
WCG Wealth Advisors LLC74,914$7.25M0.48%+2,32013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC74,123$7.18M0.02%+52,98613F-HRTimelineGroup
Cedar Point Capital Partners, LLC73,777$7.14M4.84%+2,08313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC73,471$7.11M0.16%+38,23813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,982$7.07M0.07%+1,25713F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC72,891$7.06M3.75%-1,59713F-HRTimeline
Sovran Advisors, LLC73,363$7.05M1%13F-HRTimeline
COURIER CAPITAL LLC72,685$7.04M0.49%+12,74313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC72,605$7.03M0.16%+18,87713F-HRTimelineGroup
SigFig Wealth Management, LLC72,135$7M0.25%+10,32413F-HRTimeline
Creative Planningin group Creative Planning71,111$6.89M0.01%-77913F-HRTimelineGroup
Van Hulzen Asset Management, LLC70,992$6.87M0.5%+1,01513F-HRTimeline
KM Capital Management Ltd.70,934$6.87M3.55%+4,25913F-HRTimeline
COMERICA BANK70,535$6.83M0.03%+7,49313F-HR/ATimeline
TOWNSQUARE CAPITAL LLC70,336$6.81M0.08%+5,64713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC70,053$6.78M0.01%-1,76013F-HRTimelineGroup
Mayflower Financial Advisors, LLC69,386$6.72M1%+14,00113F-HRTimeline