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Disclosery

EFG ISHARES TR

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ETF (fund)

982 managers (992 13F filers) reported a position in EFG shares at 2025-06-30, 101,030,566 shares in all. 71 filers opened a position and 48 filers sold out during the quarter.

Managers
982
13F filers
992
New
71
Added
348
Reduced
394
Sold out
48
Shares held by filers
101,030,566

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,425,054$2.06B-40,279Timeline
LPL Financial LLC6,074,325$680M0.23%+325,13513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,658,236$520M0.39%-640,51513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,605,570$516M0.04%-264,74913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,147,883$465M0.03%+233,94113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,956,606$443M0.04%-169,57913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,598,189$179M1.65%+16,71913F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,519,417$170M0.6%-16,97313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,474,234$165M0.21%-42,76413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,333,981$149M0.43%+99,15813F-HRTimeline
Cetera Investment Advisers1,315,205$147M0.25%+62,78613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,287,940$144M0.03%-59,64013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,242,079$139M0.03%+13,88813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,203,655$135M<0.01%-400,10913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,167,865$131M0.08%+5,01313F-HRTimelineGroup
UBS Group AGin group UBS Group AG994,534$111M0.02%-148,74013F-HRTimelineGroup
FMR LLCin group FMR LLC981,501$110M0.01%-47,15513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp964,344$108M0.02%+3,99013F-HRTimelineGroup
Janney Montgomery Scott LLC929,210$104M0.27%+5,96313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co870,647$97.5M0.02%+421,92313F-HRTimelineGroup
OneDigital Investment Advisors LLC753,931$84.4M0.94%-70,13513F-HRTimeline
Sanctuary Advisors, LLC685,448$76.8M0.48%-9,40713F-HRTimeline
AE Wealth Management LLC679,840$76.1M0.56%+4,10613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…672,571$75.3M0.05%+20,56913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA668,262$74.8M0.19%+30,68513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC664,514$74.4M0.1%+94213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding624,588$70M+110,048Timeline
M&T Bank Corpin group M&T Bank Corp618,385$69.3M0.24%-37,30913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC608,756$68.2M0.02%+37,07013F-HRTimelineGroup
Foundations Investment Advisors, LLC597,452$66.9M1.06%+65,38213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding556,102$62.3M-312,205Timeline
Merit Financial Group, LLC553,717$62M0.69%+104,98013F-HRTimeline
NewEdge Advisors, LLC548,610$61.4M0.32%+4,29513F-HRTimeline
Quent Capital, LLC497,817$55.8M5.38%+22,58213F-HRTimeline
JB Capital LLC494,066$55.3M2.68%+7,71613F-HRTimeline
Beacon Pointe Advisors, LLC490,315$54.9M0.57%+22,67013F-HRTimeline
Financial Synergies Wealth Advisors, In…461,405$51.7M5.63%+4,53713F-HRTimeline
Dynasty Wealth Management, LLC458,110$51.3M0.87%-57,06013F-HRTimeline
SOFI WEALTH, LLC452,138$50.6M3.09%+25,49713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.446,088$50M0.09%+73,43813F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC445,172$49.9M1.07%+18,26113F-HRTimeline
Baker Avenue Asset Management, LP440,876$49.4M1.41%+3,53513F-HRTimeline
FAS Wealth Partners, Inc.433,332$48.5M3.59%+22,28313F-HRTimeline
Mariner, LLCin group Mariner, LLC403,435$45.2M0.07%-7,21413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…402,630$45.1M0.36%-12,84613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP393,286$44M0.04%-4,16913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC379,673$42.5M0.51%+213,56313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.374,190$41.9M0.23%+8,88113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC361,281$40.5M0.01%-93,97813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP332,853$37.3M0.05%+36,08413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA324,988$36.4M0.01%-433,72213F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding311,853$34.9M-40,313Timeline
Corient Private Wealth LPin group Corient Private Wealth LP301,083$33.7M0.04%+45,86913F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA299,156$33.5M0.54%+1,24513F-HRTimelineGroup
Advocacy Wealth Management, LLC298,161$33.4M2.05%-4,32113F-HRTimeline
Octavia Wealth Advisors, LLC292,513$32.8M3.73%+48,81713F-HRTimeline
Austin Private Wealth, LLC286,910$32.1M2.54%-37,33113F-HRTimeline
Integrated Wealth Concepts LLC284,493$31.9M0.32%+3,38913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.270,429$30.3M2.08%+5,46513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS263,985$29.6M0.07%+44613F-HRTimeline
Cambridge Investment Research Advisors,…260,923$29.2M0.09%+1,10913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.250,300$28M1.07%new13F-HRTimelineGroup
CHOREO, LLC241,126$27M0.38%-6,21613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/229,732$25.7M0.01%-18,07613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV226,232$25.3M0.06%-4,33013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,785$24.6M0.05%-454,97413F-HR/ATimelineGroup
COUNTRY CLUB BANK217,136$24.3M1.53%-1,77813F-HRTimeline
HighTower Advisors, LLC216,112$24.2M0.03%+1,34013F-HRTimeline
Icon Wealth Advisors, LLC212,567$23.8M1.7%+9,00613F-HRTimeline
Meridian Wealth Partners, LLC210,816$23.6M3.42%+3,52713F-HRTimeline
EP Wealth Advisors, LLC206,514$23.1M0.15%-17,55713F-HRTimeline
Cassaday & Co Wealth Management LLC205,908$23.1M0.58%-1,93413F-HRTimeline
Covenant Partners, LLC201,384$22.6M6.73%-7,22413F-HRTimeline
RTD Financial Advisors, Inc.198,936$22.3M2.85%-8,00013F-HRTimeline
Atria Investments, Inc196,131$22M0.26%+9,93013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers195,157$21.9M0.03%-90,46013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC192,036$21.5M0.09%+3,57213F-HRTimelineGroup
OBSIDIAN CIO, LLC190,537$21.3M3.1%+11,53113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC171,466$19.2M0.5%-7,09313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.171,319$19.2M0.03%+3,32713F-HRTimelineGroup
Shakespeare Wealth Management, LLC167,531$18.8M5%-64413F-HRTimeline
MA Private Wealth160,287$18M3.21%-78,74813F-HRTimeline
Waverly Advisors, LLC157,936$17.7M0.19%-10,98413F-HRTimeline
STALEY CAPITAL ADVISERS INC157,457$17.6M0.75%+13,00513F-HRTimeline
Cresset Asset Management, LLC155,992$17.5M0.09%+49,38013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,661$17.1M0.03%-8,03113F-HRTimeline
Sharkey, Howes & Javer146,947$16.5M2.21%+86613F-HRTimeline
Cardinal Strategic Wealth Guidance145,454$16.3M4.7%-45,79813F-HRTimeline
INTEGRITY ALLIANCE, LLC.143,937$16.1M0.88%-131,49913F-HRTimeline
Empirical Financial Services, LLC d.b.a…141,348$15.8M0.36%+3,39513F-HRTimeline
CFS Investment Advisory Services, LLC139,909$15.7M1.28%-14,33213F-HRTimeline
Robinswood Financial LLC137,310$15.4M5.44%-3,76213F-HRTimeline
Creative Planningin group Creative Planning136,502$15.3M0.01%-13,02213F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…135,802$15.2M4.25%-1,73513F-HRTimelineGroup
West Wealth Group, LLC139,401$15.2M3.77%+6,53413F-HRTimeline
GREENLEAF TRUST134,640$15.1M0.13%-1,50713F-HRTimeline
Strategic Blueprint, LLC134,043$15M0.74%-8,21113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…132,898$14.9M0.02%new13F-HRTimelineGroup
IHT Wealth Management, LLC132,344$14.8M0.41%+3,05513F-HRTimeline
Orion Porfolio Solutions, LLC132,233$14.8M0.13%+27,29613F-HR/ATimeline
RWA WEALTH PARTNERS, LLC128,593$14.4M0.18%+2,72213F-HRTimeline
&PARTNERS128,230$14.4M0.11%+35,71613F-HRTimeline
Savvy Advisors, Inc.128,037$14.3M0.96%+12,27913F-HRTimeline
Affinity Capital Advisors, LLC127,743$14.3M2.46%+20213F-HRTimeline
Aptus Capital Advisors, LLC126,244$14.1M0.14%+4,52613F-HRTimeline
Simplicity Wealth,LLC125,864$14.1M0.59%+59,15713F-HRTimeline
SteelPeak Wealth, LLC124,761$14M0.55%-96913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC124,406$13.9M0.13%+23,27513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC124,176$13.9M0.02%-1,89413F-HRTimelineGroup
Stone House Investment Management, LLC122,454$13.7M2.52%+3,37513F-HRTimeline
Bedel Financial Consulting, Inc.120,993$13.6M1.85%+45313F-HRTimeline
Farther Finance Advisors, LLC118,617$13.3M0.27%-54,64413F-HRTimeline
Checchi Capital Advisers, LLC116,726$13.1M0.91%-4,09513F-HRTimeline
Horst & Graben Wealth Management LLC116,529$13.1M2.16%-85813F-HRTimeline
Perigon Wealth Management, LLC114,161$12.8M0.3%+2,48313F-HRTimeline
Aventus Investment Advisors, Inc.112,417$12.6M11.32%13F-HRTimeline
High Falls Advisors, Inc111,126$12.4M2.75%-6,78513F-HRTimeline
REGIMEN WEALTH, LLC107,491$12M3.74%-19,16713F-HRTimeline
Koss-Olinger Consulting, LLC104,528$11.7M0.96%-5,28413F-HRTimeline
One Wealth Advisors, LLC103,434$11.6M1.61%-4,47013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC103,227$11.6M1.33%+14,66513F-HRTimeline
Prosperity Consulting Group, LLC99,553$11.1M0.81%-51313F-HRTimeline
Pinnacle Financial Partners Inc98,127$11M0.23%+2,99613F-HRTimeline
Stonebrook Private Inc.97,919$11M2.57%-2,53713F-HRTimeline
Physician Wealth Advisors, Inc.97,866$11M1.72%-4,16413F-HRTimeline
Keebeck Wealth Management96,649$10.8M1.42%-14,15213F-HRTimeline
EQ LLC94,474$10.6M4.11%+15,53613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC93,714$10.5M0.02%+17,95013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC93,696$10.5M0.23%+34613F-HRTimeline
Qube Research & Technologies Ltd91,497$10.2M0.01%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV90,361$10.1M0.58%new13F-HR/ATimeline
Obsidian Personal Planning Solutions LLC89,673$10M4.06%+2,98413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC89,392$10M0.7%+5,35913F-HRTimeline
Cypress Wealth Services, LLC88,784$9.94M1.78%+1,38313F-HRTimeline
Atria Wealth Solutions, Inc.88,420$9.9M0.22%-175,31613F-HRTimeline
Avior Wealth Management, LLC88,402$9.9M0.34%+1,19013F-HRTimeline
FINANCIAL LIFE ADVISORS86,046$9.64M3.3%-3,60313F-HRTimeline
Steward Partners Investment Advisory, L…84,592$9.47M0.07%-3,46713F-HRTimeline
Sterling Capital Management LLC84,475$9.46M0.13%-3,22613F-HR/ATimeline
Forthright Family Wealth Advisory LLC84,089$9.42M5.96%-2,60613F-HRTimeline
COURIER CAPITAL LLC83,991$9.41M0.57%+5,19013F-HRTimeline
ONE Advisory Partners, LLC82,689$9.36M3.12%+2,19413F-HRTimeline
Cranbrook Wealth Management, LLC82,638$9.26M1.97%+1,47613F-HRTimeline
Key Financial Inc81,672$9.15M1.84%-1,70013F-HRTimeline
BLAIR WILLIAM & CO/IL81,627$9.14M0.03%-1,46613F-HRTimeline
Keystone Financial Services80,359$9M3.06%+1,53213F-HRTimeline
Blue Trust, Inc.79,403$8.89M0.1%-7,51113F-HRTimeline
Private Advisor Group, LLC79,342$8.89M0.05%+7,89113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC79,128$8.86M3.23%+6,71713F-HRTimeline
Seneca Financial Advisors LLC78,966$8.84M3.41%+66,33913F-HRTimeline
Lineweaver Wealth Advisors, LLC78,304$8.77M1.39%-124,12513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources76,549$8.57M<0.01%-4,39313F-HRTimelineGroup
Trek Financial, LLC75,750$8.48M0.57%+74313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/75,733$8.48M0.94%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC75,560$8.46M2.61%+3,73913F-HR/ATimeline
Ashton Thomas Private Wealth, LLC74,921$8.39M0.3%+2,23513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC74,247$8.32M0.01%+4,44813F-HRTimelineGroup
RFG Advisory, LLC73,042$8.18M0.19%-1,22013F-HRTimeline
Van Hulzen Asset Management, LLC71,510$8.01M0.67%+1,16113F-HRTimeline
Belpointe Asset Management LLC71,473$8M0.33%-74313F-HRTimeline
Fortis Capital Advisors, LLC71,473$8M1.43%-65013F-HRTimeline
LifeWealth Investments, LLC70,689$7.92M2.88%+14,42413F-HR/ATimeline
PAX Financial Group, LLC70,624$7.91M1.51%-3,73413F-HRTimeline
Maia Wealth LLC69,727$7.81M1.49%-4,29313F-HRTimeline
FORTE ASSET MANAGEMENT LLC69,281$7.76M3.95%-4,99113F-HRTimeline
TSA Wealth Managment LLC68,548$7.68M2.8%-2,64313F-HRTimeline
WEALTH ALLIANCE, LLC67,872$7.6M0.85%-53513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK66,697$7.47M0.04%+3,70513F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC66,611$7.46M2.07%+27,74713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.66,268$7.42M0.06%+1,32813F-HRTimelineGroup
Pettinga Financial Advisors LLC66,205$7.41M1.63%-8,19013F-HRTimeline
Wealthquest Corp64,282$7.2M0.57%+1,52813F-HRTimeline
Triad Wealth Partners, LLC63,797$7.15M1.44%+5,77313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC63,114$7.07M2.56%+1,85713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,200$6.97M0.09%+3,72413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP62,140$6.96M<0.01%-20,14813F-HRTimelineGroup
Invst, LLC60,861$6.82M0.85%+6,53713F-HRTimeline
First Horizon Advisors, Inc.59,764$6.69M0.17%+49213F-HRTimeline
Jasper Ridge Partners, L.P.59,403$6.65M0.17%013F-HRTimeline
Kilter Group LLC59,179$6.63M3.02%+1,02813F-HRTimeline
B. Riley Wealth Advisors, Inc.58,779$6.58M0.32%-79,48713F-HRTimeline
Apeiron RIA LLC57,489$6.44M1.66%+4,47913F-HRTimeline
Arete Wealth Advisors, LLC57,420$6.43M0.46%+11,42313F-HRTimeline
Focus Financial Network, Inc.56,930$6.38M0.25%+1,27213F-HRTimeline
U.S. Capital Wealth Advisors, LLC56,912$6.37M0.19%+12,28013F-HRTimeline
COMERICA BANK56,894$6.37M0.02%-4,76713F-HRTimeline
Certus Wealth Management, LLC56,722$6.35M4.09%-1,09613F-HRTimeline
Nicholas Hoffman & Company, LLC.56,106$6.28M0.16%-19113F-HRTimeline
Rothschild Wealth LLC55,890$6.26M1.54%-15113F-HRTimeline
WealthShield Partners, LLC55,512$6.22M0.75%-3,49913F-HRTimeline
Glenmede Investment Management, LP55,237$6.19M0.03%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.55,217$6.18M0.81%+2,77113F-HRTimeline
White Pine Investment CO55,095$6.17M1.54%-13713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,695$6.13M0.12%-19413F-HRTimelineGroup
Summit X, LLC53,867$6.03M1.12%-27,99913F-HRTimeline
BRIGHTON JONES LLC53,811$6.03M0.16%-64013F-HRTimeline
1900 WEALTH MANAGEMENT LLC53,115$5.95M0.45%+18013F-HRTimeline
Legacy Financial Group LLC52,500$5.88M0.82%+9,36313F-HRTimeline
SWMG, LLC53,300$5.88M1.98%+10,23513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC52,130$5.84M1.41%+2,53113F-HRTimeline