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Disclosery

EFG ISHARES TR

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ETF (fund)

971 managers (979 13F filers) reported a position in EFG shares at 2025-09-30, 64,914,107 shares in all. 65 filers opened a position and 72 filers sold out during the quarter.

Managers
971
13F filers
979
New
65
Added
256
Reduced
446
Sold out
72
Shares held by filers
64,914,107

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding4,567,226$520M-13,857,828Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,796,121$427M0.29%-862,11513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,495,183$398M0.03%-461,42313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,934,678$334M0.02%-1,213,20513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,810,579$320M0.02%-1,794,99113F-HR/ATimelineGroup
LPL Financial LLC2,636,946$300M0.09%-3,437,37913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,322,287$151M0.18%-151,94713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,192,891$136M0.03%-95,04913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,186,225$135M0.08%+18,36013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,003,918$114M0.02%+9,38413F-HRTimelineGroup
Cetera Investment Advisers991,983$113M0.13%-323,22213F-HRTimeline
FMR LLCin group FMR LLC954,565$109M0.01%-26,93613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC914,390$104M0.02%-327,68913F-HRTimelineGroup
FLOW TRADERS U.S. LLC736,815$83.9M3.4%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co684,134$77.9M0.01%-186,51313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding631,152$71.9M+6,564Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA623,576$71M0.17%-44,68613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…614,168$69.9M0.05%-58,40313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp606,785$69.1M0.23%-11,60013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC583,311$66.4M0.02%-25,44513F-HRTimelineGroup
Dynasty Wealth Management, LLC570,629$65M0.87%+112,51913F-HRTimeline
Quent Capital, LLC518,350$59M4.95%+20,53313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding517,533$58.9M-38,569Timeline
AE Wealth Management LLC515,125$58.7M0.37%-164,71513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC506,761$57.7M0.01%+145,48013F-HRTimelineGroup
SOFI WEALTH, LLC502,164$57.2M3.08%+50,02613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC670,773$53.8M1.05%+225,60113F-HRTimeline
Financial Synergies Wealth Advisors, In…468,577$53.4M5.4%+7,17213F-HRTimeline
MML INVESTORS SERVICES, LLC453,417$51.6M0.14%-880,56413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA452,998$51.6M0.01%+128,01013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC447,770$51M0.41%+68,09713F-HRTimeline
FAS Wealth Partners, Inc.446,537$50.9M3.45%+13,20513F-HRTimeline
Baker Avenue Asset Management, LP446,156$50.8M1.22%+5,28013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC445,203$50.7M0.07%-219,31113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC417,288$47.5M0.37%-1,180,90113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.416,305$46.9M0.07%-29,78313F-HRTimelineGroup
Beacon Pointe Advisors, LLC411,296$46.8M0.4%-79,01913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp379,947$43.3M0.01%-584,39713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC371,466$42.3M0.05%-31,96913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding319,343$36.4M+7,490Timeline
Octavia Wealth Advisors, LLC306,606$34.9M3.47%+14,09313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers305,615$34.8M0.05%+110,45813F-HRTimelineGroup
BOKF, NAin group BOKF, NA300,344$34.2M0.51%+1,18813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC291,314$33.2M0.03%+286,59013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.276,227$31.8M2.13%+5,79813F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.274,602$31.3M1.06%+24,30213F-HRTimelineGroup
Integrated Wealth Concepts LLC269,351$30.7M0.27%-15,14213F-HRTimeline
Meridian Wealth Partners, LLC262,856$29.9M4.12%+52,04013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP260,666$29.7M0.05%-40,41713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS251,930$28.7M0.06%-12,05513F-HRTimeline
Sanctuary Advisors, LLC247,702$28.2M0.16%-437,74613F-HR/ATimeline
CHOREO, LLC238,073$27.1M0.35%-3,05313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/235,896$26.9M0.01%+6,16413F-HRTimelineGroup
NewEdge Advisors, LLC225,913$25.7M0.12%-322,69713F-HRTimeline
COUNTRY CLUB BANK215,546$24.4M1.45%-1,59013F-HRTimeline
HighTower Advisors, LLC207,976$23.7M0.03%-8,13613F-HRTimeline
Janney Montgomery Scott LLC207,081$23.6M0.06%-722,12913F-HRTimeline
OBSIDIAN CIO, LLC203,033$23.1M3.03%+12,49613F-HRTimeline
Covenant Partners, LLC202,841$23.1M6.55%+1,45713F-HRTimeline
Cassaday & Co Wealth Management LLC200,483$22.8M0.53%-5,42513F-HRTimeline
RTD Financial Advisors, Inc.198,904$22.7M2.72%-3213F-HRTimeline
OneDigital Investment Advisors LLC194,570$22.2M0.23%-559,36113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC192,065$21.9M0.08%+2913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC186,729$21.3M0.02%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP185,547$21.1M0.03%-147,30613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,122$19.8M0.02%-219,16413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV172,293$19.6M0.03%-53,93913F-HRTimeline
Shakespeare Wealth Management, LLC171,892$19.6M4.46%+4,36113F-HRTimeline
CWM, LLCin group CWM, LLC170,382$19.4M0.06%-1,349,03513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.165,692$18.9M0.89%+21,75513F-HRTimeline
MA Private Wealth163,065$18.6M3.12%+2,77813F-HRTimeline
Waverly Advisors, LLC161,971$18.4M0.18%+4,03513F-HRTimeline
Empirical Financial Services, LLC d.b.a…161,867$18.4M0.37%+20,51913F-HRTimeline
STALEY CAPITAL ADVISERS INC158,842$18.1M0.74%+1,38513F-HRTimeline
Cresset Asset Management, LLC157,586$17.9M0.08%+1,59413F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,781$17.7M0.03%-88013F-HRTimeline
Merit Financial Group, LLC155,659$17.7M0.16%-398,05813F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.153,713$17.5M0.03%-17,60613F-HRTimelineGroup
Cambridge Investment Research Advisors,…149,679$17M0.05%-111,24413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…146,499$16.7M0.02%+13,60113F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…140,317$16M4.36%+4,51513F-HRTimelineGroup
Robinswood Financial LLC140,124$16M5.32%+2,81413F-HRTimeline
Cardinal Strategic Wealth Guidance139,546$15.9M4.27%-5,90813F-HRTimeline
Affinity Capital Advisors, LLC137,211$15.9M2.44%+9,46813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC136,717$15.6M0.13%+12,31113F-HRTimeline
Savvy Advisors, Inc.136,664$15.6M0.72%+8,62713F-HRTimeline
Creative Planningin group Creative Planning136,431$15.5M0.01%-7113F-HRTimelineGroup
Seneca Financial Advisors LLC129,081$14.7M4.8%+50,11513F-HRTimeline
GREENLEAF TRUST125,225$14.3M0.13%-9,41513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC124,261$14.2M0.02%+8513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC123,727$14.1M0.16%-4,86613F-HRTimeline
Bedel Financial Consulting, Inc.121,699$13.9M1.77%+70613F-HRTimeline
Checchi Capital Advisers, LLC114,510$13M0.9%-2,21613F-HRTimeline
Ashton Thomas Private Wealth, LLC114,496$13M0.34%+39,57513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,629$12.9M0.03%-106,15613F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC112,939$12.9M1.34%+9,71213F-HRTimeline
Aventus Investment Advisors, Inc.112,898$12.9M10.97%+48113F-HRTimeline
JB Capital LLC112,093$12.8M0.55%-381,97313F-HRTimeline
Pinnacle Financial Partners Inc107,408$12.2M0.29%+9,28113F-HRTimeline
Icon Wealth Advisors, LLC107,137$12.2M0.83%-105,43013F-HRTimeline
&PARTNERS106,947$12.2M0.08%-21,28313F-HRTimeline
REGIMEN WEALTH, LLC106,992$12.2M3.62%-49913F-HRTimeline
Koss-Olinger Consulting, LLC103,957$11.6M0.96%-57113F-HRTimeline
Foundations Investment Advisors, LLC100,549$11.5M0.17%-496,90313F-HRTimeline
Obsidian Personal Planning Solutions LLC94,155$10.9M3.78%+4,48213F-HRTimeline
Mill Creek Capital Advisors, LLC92,414$10.5M0.22%-1,28213F-HRTimeline
Farther Finance Advisors, LLC91,815$10.5M0.16%-26,80213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/91,057$10.4M1.04%+15,32413F-HRTimeline
Avior Wealth Management, LLC91,052$10.4M0.33%+2,65013F-HRTimeline
Prosperity Consulting Group, LLC85,425$9.73M0.48%-14,12813F-HRTimeline
Austin Private Wealth, LLC85,201$9.7M0.75%-201,70913F-HRTimeline
FINANCIAL LIFE ADVISORS84,357$9.61M3.09%-1,68913F-HRTimeline
NorthRock Partners, LLC83,314$9.49M0.17%+41,34513F-HRTimeline
COURIER CAPITAL LLC83,215$9.48M0.54%-77613F-HRTimeline
Sterling Capital Management LLC81,371$9.27M0.14%-3,10413F-HRTimeline
BLAIR WILLIAM & CO/IL81,037$9.23M0.02%-59013F-HRTimeline
Cranbrook Wealth Management, LLC80,703$9.19M1.84%-1,93513F-HRTimeline
Keystone Financial Services79,877$9.1M2.82%-48213F-HRTimeline
Key Financial Inc78,799$9.07M1.68%-2,87313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC79,570$9.06M0.01%+5,32313F-HRTimelineGroup
OLD MISSION CAPITAL LLC79,047$9M0.32%+43,97613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC78,477$8.96M0.01%-15,23713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC78,281$8.91M2.54%+2,72113F-HR/ATimeline
Strategic Blueprint, LLC77,635$8.84M0.39%-56,40813F-HRTimeline
LifeWealth Investments, LLC76,808$8.75M2.88%+6,11913F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources76,649$8.73M<0.01%+10013F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC75,288$8.57M2.35%+8,67713F-HRTimeline
Belpointe Asset Management LLC74,766$8.51M0.33%+3,29313F-HRTimeline
Fortis Capital Advisors, LLC74,766$8.51M1.35%+3,29313F-HRTimeline
CFS Investment Advisory Services, LLC72,258$8.44M0.63%-67,65113F-HRTimeline
Van Hulzen Asset Management, LLC73,823$8.41M0.62%+2,31313F-HRTimeline
Eagle Strategies LLC73,598$8.38M1.12%+70,10113F-HRTimeline
Keebeck Wealth Management69,357$7.9M0.93%-27,29213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC67,543$7.69M2.55%+4,42913F-HRTimeline
EQ LLC66,801$7.61M2.58%-27,67313F-HRTimeline
Wealthquest Corp64,830$7.38M0.59%+54813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK64,798$7.38M0.04%-1,89913F-HRTimelineGroup
Marks Group Wealth Management, Inc63,985$7.29M0.68%+15,52713F-HRTimeline
FORTE ASSET MANAGEMENT LLC62,638$7.13M3.43%-6,64313F-HRTimeline
IHT Wealth Management, LLC62,493$7.12M0.18%-69,85113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP62,119$7.07M<0.01%-2113F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.61,401$6.99M0.82%+6,18413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding60,532$6.89M+27,338Timeline
Arete Wealth Advisors, LLC59,559$6.78M0.42%+2,13913F-HRTimeline
Jasper Ridge Partners, L.P.59,403$6.76M0.15%013F-HRTimeline
Orion Porfolio Solutions, LLC58,345$6.64M0.05%-73,88813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.57,930$6.6M0.25%+35,17513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC57,622$6.56M0.18%+71013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.56,813$6.47M0.3%+8,62913F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.56,311$6.41M0.16%+20513F-HRTimeline
White Pine Investment CO55,738$6.35M1.51%+64313F-HRTimeline
Focus Financial Network, Inc.55,593$6.33M0.23%-1,33713F-HRTimeline
Rothschild Wealth LLC55,388$6.31M1.37%-50213F-HRTimeline
Glenmede Investment Management, LP55,211$6.29M0.03%-2613F-HRTimeline
Qube Research & Technologies Ltd54,940$6.26M0.01%-36,55713F-HRTimeline
UNIQUE WEALTH, LLC54,215$6.17M0.91%+7,45813F-HRTimeline
BRIGHTON JONES LLC53,809$6.13M0.15%-213F-HRTimeline
1900 WEALTH MANAGEMENT LLC52,419$5.97M0.4%-69613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC52,051$5.93M1.36%-7913F-HRTimeline
COMERICA BANK51,925$5.91M0.02%-4,96913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC51,741$5.89M0.12%+5,80313F-HRTimelineGroup
Private Advisor Group, LLC51,667$5.88M0.03%-27,67513F-HRTimeline
Revolve Wealth Partners, LLC51,622$5.88M0.71%-39513F-HRTimeline
J.W. COLE ADVISORS, INC.51,372$5.85M0.11%+1,99513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,276$5.84M0.04%-14,99213F-HRTimelineGroup
Perigon Wealth Management, LLC50,728$5.78M0.12%-63,43313F-HRTimeline
Kathmere Capital Management, LLC50,388$5.74M0.41%-63813F-HRTimeline
HRT FINANCIAL LP50,330$5.73M0.02%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI49,368$5.62M0.39%+49613F-HRTimeline
West Wealth Group, LLC48,129$5.54M1.25%-91,27213F-HRTimeline
Simplicity Wealth,LLC48,548$5.53M0.32%-77,31613F-HRTimeline
Kingdom Financial Group LLC.48,086$5.48M3.35%+9,87513F-HRTimeline
Vestmark Advisory Solutions, Inc.47,296$5.39M0.1%+6,36413F-HRTimeline
CENTRAL TRUST Co46,442$5.29M0.11%-6413F-HRTimeline
BEAM WEALTH ADVISORS, INC.46,196$5.26M1.43%+12,26813F-HRTimeline
BOK Financial Private Wealth, Inc.46,082$5.25M0.33%-2,01413F-HRTimeline
Breakwater Capital Group45,824$5.22M0.77%+3,75913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…45,202$5.15M0.04%-357,42813F-HRTimelineGroup
Valmark Advisers, Inc.44,861$5.11M0.07%+41113F-HRTimeline
CONDOR CAPITAL MANAGEMENT44,381$5.05M0.41%-69713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC44,314$5.05M0.18%-5,46613F-HRTimelineGroup
Atria Investments, Inc43,691$4.98M0.06%-152,44013F-HRTimeline
SOA Wealth Advisors, LLC.43,603$4.97M0.85%+1,92313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC43,235$4.92M0.09%-11,46013F-HRTimelineGroup
Steward Partners Investment Advisory, L…42,915$4.89M0.03%-41,67713F-HRTimeline
Aptus Capital Advisors, LLC42,893$4.88M0.04%-83,35113F-HRTimeline
Empire Life Investments Inc.42,300$4.82M0.28%+4,80013F-HRTimeline
Dorsey & Whitney Trust CO LLC42,199$4.81M0.25%013F-HRTimeline
Sharkey, Howes & Javer42,168$4.8M0.62%-104,77913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC41,911$4.77M0.15%+9113F-HRTimelineGroup
One Wealth Advisors, LLC41,782$4.76M0.6%-61,65213F-HRTimeline
CoreCap Advisors, LLC40,927$4.66M0.17%-9,92013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC40,787$4.64M1.53%-63913F-HRTimeline
Maia Wealth LLC40,251$4.64M0.78%-29,47613F-HRTimeline
B. Riley Wealth Advisors, Inc.40,780$4.64M0.22%-17,99913F-HRTimeline
Sterling Financial Planning, Inc.40,711$4.64M1.46%-1,05113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,315$4.59M0.01%-4,47813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co40,225$4.58M0.05%-8513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC39,806$4.53M0.27%+9,60213F-HRTimeline
Smartleaf Asset Management LLC39,604$4.49M0.28%+30,02813F-HRTimeline