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Disclosery

EFG ISHARES TR

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ETF (fund)

961 managers (970 13F filers) reported a position in EFG shares at 2025-03-31, 108,166,253 shares in all. 60 filers opened a position and 72 filers sold out during the quarter.

Managers
961
13F filers
970
New
60
Added
230
Reduced
517
Sold out
72
Shares held by filers
108,166,253

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,465,333$1.85B-16,300,432Timeline
LPL Financial LLC5,749,190$575M0.22%-3,402,76113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,298,751$534M0.48%-1,439,28613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,870,319$487M0.04%-2,405,60413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,126,185$413M0.04%-960,29213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,913,942$391M0.03%-1,027,73513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,276,882$228M0.41%+2,185,34813F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC1,817,153$182M7.66%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,603,764$160M<0.01%-1,515,03713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,581,470$158M1.94%-1,345,47913F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,536,390$154M0.61%-1,275,91113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,516,998$152M0.2%-124,56113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,347,580$135M0.03%-66,91113F-HRTimelineGroup
Cetera Investment Advisers1,252,419$125M0.24%-529,49413F-HRTimeline
MML INVESTORS SERVICES, LLC1,234,823$123M0.41%-869,29113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,228,191$123M0.03%-381,69513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,162,852$116M0.06%-17,04013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,143,274$114M0.03%-96,69513F-HRTimelineGroup
FMR LLCin group FMR LLC1,028,656$103M0.01%-25,04713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp960,354$96M0.02%-520,02113F-HRTimelineGroup
OLD MISSION CAPITAL LLC934,745$93.5M1.8%new13F-HRTimeline
Janney Montgomery Scott LLC923,247$92.3M0.26%-727,94413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding868,307$86.8M-158,462Timeline
OneDigital Investment Advisors LLC824,066$82.4M0.98%-577,98013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA758,710$75.9M0.02%+100,17913F-HR/ATimelineGroup
Sanctuary Advisors, LLC694,855$69.5M0.49%-489,44913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…674,759$68.2M0.15%-8,24113F-HR/ATimelineGroup
AE Wealth Management LLC675,734$67.6M0.57%-184,13213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC663,572$66.4M0.09%-146,86713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp655,694$65.6M0.24%-49,45113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…652,002$65.2M0.05%-45,54813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA637,577$63.8M0.2%-140,61713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC571,686$57.2M0.02%-100,12413F-HRTimelineGroup
NewEdge Advisors, LLC544,315$54.4M0.32%-339,94413F-HRTimeline
Foundations Investment Advisors, LLC532,070$53.2M0.98%-349,37913F-HRTimeline
Dynasty Wealth Management, LLC515,170$51.5M0.86%-290,19013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding514,540$51.5M-39,788Timeline
JB Capital LLC486,350$48.6M2.68%-459,92613F-HRTimeline
Quent Capital, LLC475,235$47.5M4.99%+19,53313F-HRTimeline
Beacon Pointe Advisors, LLC467,645$46.8M0.53%-50,68313F-HRTimeline
Financial Synergies Wealth Advisors, In…456,868$45.7M5.56%+16,82113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC455,259$45.5M0.01%+115,94413F-HR/ATimelineGroup
Merit Financial Group, LLC448,737$44.9M0.67%+189,03913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co448,724$44.9M0.01%new13F-HR/ATimelineGroup
Baker Avenue Asset Management, LP437,341$43.7M1.37%+3,40613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC426,911$42.7M1.08%-284,54913F-HRTimeline
SOFI WEALTH, LLC426,641$42.7M3.21%+416,15613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…415,476$41.5M0.36%-384,06113F-HRTimelineGroup
FAS Wealth Partners, Inc.411,049$41.1M3.35%+2,23413F-HRTimeline
Mariner, LLCin group Mariner, LLC410,649$41.1M0.07%-39,75713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP397,455$39.7M0.04%-226,79813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.372,650$37.3M0.08%-211,01513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.365,309$36.5M0.22%-136,77913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding352,166$35.2M-2,854Timeline
Austin Private Wealth, LLC324,241$32.4M2.91%-243,41513F-HRTimeline
Advocacy Wealth Management, LLC302,482$30.2M2.06%-155,98313F-HRTimeline
BOKF, NAin group BOKF, NA297,911$29.8M0.53%+3,37513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP296,769$29.7M0.05%-187,49513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers285,617$28.6M0.05%-117,69613F-HRTimelineGroup
Integrated Wealth Concepts LLC281,104$28.1M0.33%+17,15213F-HRTimeline
INTEGRITY ALLIANCE, LLC.275,436$27.5M1.09%+35,44813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.264,964$26.5M1.91%-9613F-HRTimelineGroup
Atria Wealth Solutions, Inc.263,736$26.4M0.32%-172,83213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS263,539$26.4M0.07%-3,27913F-HRTimeline
Cambridge Investment Research Advisors,…259,814$26M0.09%-100,49113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP255,214$25.5M0.04%-12,75113F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC251,498$25.1M9.25%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/247,808$24.8M0.01%-4,34813F-HRTimelineGroup
CHOREO, LLC247,342$24.7M0.38%+62,04913F-HRTimeline
Octavia Wealth Advisors, LLC243,696$24.4M2.96%-68,17513F-HRTimeline
MA Private Wealth239,035$23.9M4.5%-40513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV230,562$23.1M0.05%-9,44313F-HRTimeline
EP Wealth Advisors, LLC224,071$22.4M0.18%-28,25313F-HRTimeline
COUNTRY CLUB BANK218,914$22.1M1.49%-1,30713F-HRTimeline
HighTower Advisors, LLC214,772$21.5M0.03%-20,55813F-HRTimeline
Covenant Partners, LLC208,608$20.9M6.75%-43,23813F-HRTimeline
Cassaday & Co Wealth Management LLC207,842$20.8M0.58%-12,47313F-HRTimeline
Meridian Wealth Partners, LLC207,289$20.7M3.31%-2,85413F-HRTimeline
RTD Financial Advisors, Inc.206,936$20.7M2.78%-1,40713F-HRTimeline
Icon Wealth Advisors, LLC203,561$20.4M1.67%-129,52913F-HRTimeline
Lineweaver Wealth Advisors, LLC202,429$20.2M3.45%+77,77913F-HRTimeline
Cardinal Strategic Wealth Guidance191,252$19.1M6.11%-24,45013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC188,464$18.8M0.08%-2,08213F-HRTimelineGroup
Atria Investments, Inc186,201$18.6M0.24%-167,58613F-HRTimeline
OBSIDIAN CIO, LLC179,006$17.9M2.91%+9,20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC178,559$17.9M0.53%-178,60413F-HRTimelineGroup
Farther Finance Advisors, LLC173,261$17.4M0.44%-34,68113F-HRTimeline
Waverly Advisors, LLC168,920$16.9M0.21%+3,10813F-HRTimeline
Shakespeare Wealth Management, LLC168,175$16.8M4.5%+18613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.167,992$16.8M0.03%-28,21813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC166,110$16.6M0.23%+21,42913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…161,692$16.2M0.03%-4,77213F-HRTimeline
CFS Investment Advisory Services, LLC154,241$15.4M1.37%-66,82213F-HRTimeline
Creative Planningin group Creative Planning149,524$15M0.01%+78,41313F-HRTimelineGroup
Sharkey, Howes & Javer146,081$14.6M2.09%-79,68513F-HRTimeline
STALEY CAPITAL ADVISERS INC144,452$14.4M0.65%+6,52013F-HRTimeline
Strategic Blueprint, LLC142,254$14.2M0.78%-55,22613F-HRTimeline
Robinswood Financial LLC141,072$14.1M5.21%+1,19513F-HRTimeline
B. Riley Wealth Advisors, Inc.138,266$13.8M0.42%-6,40413F-HRTimeline
Empirical Financial Services, LLC d.b.a…137,953$13.8M0.36%+20,57813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…137,537$13.8M4.17%-9513F-HRTimelineGroup
GREENLEAF TRUST136,147$13.6M0.12%-25,44413F-HRTimeline
West Wealth Group, LLC132,867$13.3M3.93%-62,37713F-HRTimeline
IHT Wealth Management, LLC129,289$12.9M0.4%-32,22313F-HRTimeline
Bedel Financial Consulting, Inc.120,540$12.8M1.84%+52813F-HRTimeline
REGIMEN WEALTH, LLC126,658$12.7M4.07%+11913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC126,070$12.6M0.02%+78,25913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC125,871$12.6M0.16%-48,35013F-HRTimeline
SteelPeak Wealth, LLC125,730$12.6M0.53%-82,57813F-HRTimeline
Affinity Capital Advisors, LLC127,541$12.4M2.46%-28,45613F-HRTimeline
Aptus Capital Advisors, LLC121,718$12.2M0.14%-1,60813F-HRTimeline
Checchi Capital Advisers, LLC120,821$12.1M0.85%+2,78113F-HRTimeline
Stone House Investment Management, LLC119,079$11.9M2.41%-54,13813F-HRTimeline
High Falls Advisors, Inc117,911$11.8M2.77%-101,32213F-HRTimeline
Horst & Graben Wealth Management LLC117,387$11.7M2.11%-86,94513F-HRTimeline
Savvy Advisors, Inc.115,758$11.6M1.16%-10,50913F-HRTimeline
Perigon Wealth Management, LLC111,678$11.2M0.29%-37,40413F-HRTimeline
Keebeck Wealth Management110,801$11.1M1.64%-27,44713F-HRTimeline
Koss-Olinger Consulting, LLC109,812$11M0.93%+33613F-HRTimeline
One Wealth Advisors, LLC107,904$10.8M1.61%-123,96113F-HRTimeline
Cresset Asset Management, LLC106,612$10.7M0.05%-64013F-HRTimeline
Orion Porfolio Solutions, LLC104,937$10.5M0.1%-103,97113F-HRTimeline
Orion Portfolio Solutions, LLC104,937$10.5M0.1%-103,97113F-HR/ATimeline
Physician Wealth Advisors, Inc.102,030$10.2M1.76%-76,09013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC101,131$10.1M0.1%+6,22513F-HRTimeline
Stonebrook Private Inc.100,456$10M2.61%-55,97713F-HRTimeline
Prosperity Consulting Group, LLC100,066$10M0.77%-11,47913F-HRTimeline
Scarborough Advisors, LLC96,991$9.7M1.38%-67,54213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding96,973$9.7M-60,006Timeline
Pinnacle Financial Partners Inc95,131$9.51M0.19%+8,32513F-HRTimeline
Mill Creek Capital Advisors, LLC93,350$9.33M0.23%-2,58313F-HRTimeline
&PARTNERS92,514$9.33M0.1%-42,10013F-HRTimeline
Obsidian Personal Planning Solutions LLC86,689$9.05M4.04%+14,94613F-HRTimeline
FINANCIAL LIFE ADVISORS89,649$8.96M3.34%-11,47713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC88,562$8.86M1.11%+1,66413F-HRTimeline
Steward Partners Investment Advisory, L…88,059$8.81M0.08%-49,70513F-HRTimeline
Sterling Capital Management LLC87,701$8.77M0.14%+10,60513F-HRTimeline
Cypress Wealth Services, LLC87,401$8.74M1.77%-48,13113F-HRTimeline
Spectrum Wealth Counsel, LLC87,357$8.74M1.05%-44,51313F-HRTimeline
Capital A Wealth Management, LLC87,299$8.73M9.15%+70,15913F-HRTimeline
Avior Wealth Management, LLC87,212$8.72M0.33%-76413F-HRTimeline
Blue Trust, Inc.86,914$8.69M0.11%-80,83013F-HRTimeline
Forthright Family Wealth Advisory LLC86,695$8.67M5.73%+1,27613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC84,033$8.4M0.67%+3,80913F-HRTimeline
Key Financial Inc83,372$8.34M1.81%-20313F-HRTimeline
BLAIR WILLIAM & CO/IL83,093$8.31M0.03%-5,76013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,288$8.23M<0.01%+19,16913F-HRTimelineGroup
Summit X, LLC81,866$8.19M1.72%-34,69213F-HRTimeline
Cranbrook Wealth Management, LLC81,162$8.12M1.89%+18213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources80,942$8.09M<0.01%-56013F-HRTimelineGroup
ONE Advisory Partners, LLC80,495$8.05M3.44%-54,63013F-HRTimeline
EQ LLC78,938$7.89M3.69%-4,00313F-HRTimeline
Keystone Financial Services78,827$7.88M3%-54,82313F-HRTimeline
COURIER CAPITAL LLC78,801$7.88M0.52%+6,11613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC75,764$7.58M0.02%+1,64113F-HRTimelineGroup
Trek Financial, LLC75,007$7.5M0.54%-30,48913F-HRTimeline
Cedar Point Capital Partners, LLC74,805$7.48M5.02%+1,02813F-HRTimeline
Pettinga Financial Advisors LLC74,395$7.44M1.75%-117,00213F-HRTimeline
PAX Financial Group, LLC74,358$7.44M1.32%-49,53313F-HRTimeline
FORTE ASSET MANAGEMENT LLC74,272$7.43M3.74%+1,38113F-HRTimeline
RFG Advisory, LLC74,262$7.43M0.2%-31,21813F-HRTimeline
Vestmark Advisory Solutions, Inc.73,135$7.31M0.19%new13F-HRTimeline
Maia Wealth LLC74,020$7.29M1.65%-34,94913F-HRTimeline
Ashton Thomas Private Wealth, LLC72,686$7.27M0.28%-22,44913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC72,411$7.24M2.9%-32,73013F-HRTimeline
Belpointe Asset Management LLC72,216$7.22M0.38%+69,85113F-HRTimeline
Fortis Capital Advisors, LLC72,123$7.21M1.46%+69,85113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC71,821$7.18M2.39%+6,87213F-HR/ATimeline
Private Advisor Group, LLC71,451$7.15M0.04%-41,87813F-HRTimeline
TSA Wealth Managment LLC71,191$7.12M2.83%-49,97313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC73,460$7.11M0.16%-1113F-HRTimelineGroup
Van Hulzen Asset Management, LLC70,349$7.03M0.64%-64313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC69,799$6.98M0.01%-25413F-HRTimelineGroup
WEALTH ALLIANCE, LLC68,407$6.84M0.83%-67,89613F-HRTimeline
MMA ASSET MANAGEMENT LLC68,161$6.82M2.87%+4,07813F-HRTimeline
Simplicity Wealth,LLC66,707$6.67M0.52%+62,83513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,940$6.49M0.06%-8,04213F-HRTimelineGroup
Geneos Wealth Management Inc.64,902$6.49M0.1%+32,47513F-HRTimeline
Kingdom Financial Group LLC.64,230$6.42M4.71%-2,29513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK62,992$6.3M0.04%+1,05713F-HRTimelineGroup
Wealthquest Corp62,754$6.28M0.52%+4,86513F-HR/ATimeline
Certus Wealth Management, LLC57,818$6.18M4.2%-20,49313F-HRTimeline
COMERICA BANK61,661$6.17M0.03%-8,87413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA61,310$6.13M0.03%-6,25213F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC61,257$6.13M2.38%+3,07213F-HRTimeline
Commonwealth Financial Services, LLC60,595$6.06M1.24%+4,05413F-HRTimeline
Lane & Associates LLC60,440$6.04M3.26%-15,75113F-HRTimeline
Jasper Ridge Partners, L.P.59,403$5.94M0.19%013F-HRTimeline
First Horizon Advisors, Inc.59,272$5.93M0.17%-34,89213F-HRTimeline
WealthShield Partners, LLC59,011$5.9M0.76%-35,52913F-HRTimeline
Regal Investment Advisors LLC58,604$5.86M0.47%-39,56413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management58,476$5.85M0.08%-42,97813F-HRTimelineGroup
Spectrum Planning & Advisory Services I…58,285$5.83M4.85%+1,63113F-HRTimeline
Kilter Group LLC58,151$5.82M3.8%-56,01713F-HRTimeline
Triad Wealth Partners, LLC58,024$5.8M1.8%-21,80213F-HRTimeline
BOK Financial Private Wealth, Inc.57,432$5.74M0.43%-2,79913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC57,192$5.72M0.25%+39,74613F-HRTimelineGroup
Snowden Capital Advisors LLC56,992$5.7M0.18%-47,61613F-HRTimeline
Nicholas Hoffman & Company, LLC.56,297$5.63M0.21%-5813F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
LifeWealth Investments, LLC56,265$5.63M2.71%+25,53713F-HR/ATimeline