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Disclosery

EFG ISHARES TR

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ETF (fund)

969 managers (979 13F filers) reported a position in EFG shares at 2025-12-31, 62,825,241 shares in all. 53 filers opened a position and 95 filers sold out during the quarter.

Managers
969
13F filers
979
New
53
Added
324
Reduced
379
Sold out
95
Shares held by filers
62,825,241

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,875,232$441M0.27%+79,11113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,487,456$397M0.03%-7,72713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,774,331$316M-1,792,895Timeline
MORGAN STANLEYin group MORGAN STANLEY2,609,776$297M0.02%-324,90213F-HR/ATimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD2,374,486$271M0.41%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,230,640$254M0.02%-579,93913F-HRTimelineGroup
LPL Financial LLC2,156,644$246M0.07%-480,30213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,311,881$149M0.18%-10,40613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,239,402$141M0.08%+53,17713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,156,764$132M0.03%-36,12713F-HRTimelineGroup
FMR LLCin group FMR LLC1,003,387$114M0.01%+48,82213F-HRTimelineGroup
Cetera Investment Advisers980,611$112M0.12%-11,37213F-HRTimeline
UBS Group AGgroup of 2 filers holding868,636$99M-135,282Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC769,913$87.7M0.02%-144,47713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co668,195$76.1M0.01%-15,93913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…661,270$75.3M0.05%+47,10213F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding654,236$74.5M+23,084Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA640,754$73M0.17%+17,17813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC623,927$71.1M0.02%+40,61613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp592,013$67.4M0.22%-14,77213F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp552,175$62.9M0.01%+172,22813F-HRTimelineGroup
Quent Capital, LLC546,864$62.3M4.49%+28,51413F-HRTimeline
Sanctuary Advisors, LLC539,068$61.4M0.34%+291,36613F-HRTimeline
SOFI WEALTH, LLC528,835$60.2M3%+26,67113F-HRTimeline
AE Wealth Management LLC519,721$59.2M0.34%+4,59613F-HRTimeline
Financial Synergies Wealth Advisors, In…485,342$55.3M5.34%+16,76513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC478,795$54.5M0.41%+31,02513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding477,304$54.4M+157,961Timeline
FAS Wealth Partners, Inc.457,586$52.1M3.37%+11,04913F-HRTimeline
Baker Avenue Asset Management, LP450,800$51.4M1.18%+4,64413F-HRTimeline
Beacon Pointe Advisors, LLC438,424$49.9M0.35%+27,12813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA437,864$49.9M0.01%-15,13413F-HRTimelineGroup
Dynasty Wealth Management, LLC434,249$49.5M0.49%-136,38013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC428,119$48.8M0.01%-78,64213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC408,287$46.5M0.06%-36,91613F-HRTimeline
MML INVESTORS SERVICES, LLC390,383$44.5M0.11%-63,03413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding389,065$44.3M-128,468Timeline
Koss-Olinger Consulting, LLC360,727$41.1M3.18%+256,77013F-HRTimeline
Mariner, LLCin group Mariner, LLC348,430$39.7M0.05%-23,03613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers348,126$39.7M0.06%+42,51113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…335,394$38.2M0.15%+335,39213F-HRTimeline
Octavia Wealth Advisors, LLC325,165$37M3.54%+18,55913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP318,230$36.3M0.05%+57,56413F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA316,764$36.1M0.55%+16,42013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.297,439$33.9M0.05%-118,86613F-HRTimelineGroup
UMB Bank, n.a.289,664$33M0.44%+286,81313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NBT BANK, N.A.in group NBT BANK, N.A.281,248$32.4M2.15%+5,02113F-HRTimelineGroup
Meridian Wealth Partners, LLC268,250$30.6M4.21%+5,39413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS264,135$30.1M0.06%+12,20513F-HRTimeline
CHOREO, LLC248,791$28.5M0.36%+10,71813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/248,127$28.3M0.01%+12,23113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC232,614$26.5M0.22%-184,67413F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.225,826$25.7M0.63%-48,77613F-HRTimelineGroup
HighTower Advisors, LLC224,963$25.6M0.03%+16,98713F-HRTimeline
Cresset Asset Management, LLC224,092$25.5M0.11%+66,50613F-HRTimeline
Merit Financial Group, LLC211,861$24.1M0.19%+56,20213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC210,089$23.9M0.09%+206,53513F-HRTimelineGroup
Covenant Partners, LLC205,602$23.4M6.85%+2,76113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC199,115$22.7M5.04%+147,06413F-HRTimeline
Cassaday & Co Wealth Management LLC197,944$22.5M0.48%-2,53913F-HRTimeline
RTD Financial Advisors, Inc.193,560$22.1M2.69%-5,34413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA189,470$21.7M0.64%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP190,005$21.6M0.03%+4,45813F-HRTimelineGroup
OneDigital Investment Advisors LLC185,598$21.1M0.21%-8,97213F-HRTimeline
EP Wealth Advisors, LLC181,912$20.7M0.11%13F-HRTimeline
Savvy Advisors, Inc.178,301$20.3M0.66%+41,63713F-HRTimeline
Shakespeare Wealth Management, LLC176,025$20.1M4.43%+4,13313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC173,279$19.7M0.02%-13,45013F-HRTimelineGroup
CWM, LLCin group CWM, LLC168,636$19.2M0.05%-1,74613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV164,523$18.7M0.03%-7,77013F-HRTimeline
STALEY CAPITAL ADVISERS INC164,092$18.7M0.77%+5,25013F-HRTimeline
Empirical Financial Services, LLC d.b.a…163,118$18.6M0.33%+1,25113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,034$18.1M0.02%+25313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.158,454$18.1M0.03%+4,74113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP154,084$17.6M0.02%-20,03813F-HRTimelineGroup
Creative Planningin group Creative Planning152,036$17.3M0.01%+15,60513F-HRTimelineGroup
MA Private Wealth150,767$17.2M2.87%-12,29813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC149,563$17M0.07%-42,50213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC148,873$17M0.14%+12,15613F-HRTimeline
Seneca Financial Advisors LLC146,792$16.7M5.09%+17,71113F-HRTimeline
Janney Montgomery Scott LLC144,365$16.4M0.04%-62,71613F-HRTimeline
Robinswood Financial LLC143,410$16.3M5.23%+3,28613F-HRTimeline
Affinity Capital Advisors, LLC143,393$16.3M2.26%+6,18213F-HRTimeline
Integrated Wealth Concepts LLC143,335$16.3M0.19%-126,01613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…137,148$15.6M4.24%-3,16913F-HRTimelineGroup
NewEdge Advisors, LLC134,703$15.3M0.06%-91,21013F-HRTimeline
RWA WEALTH PARTNERS, LLC123,571$14.1M0.15%-15613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC123,403$14.1M0.02%-85813F-HRTimelineGroup
Waverly Advisors, LLC122,422$13.9M0.11%-39,54913F-HRTimeline
Bedel Financial Consulting, Inc.122,227$13.9M1.5%+52813F-HRTimeline
Kingdom Financial Group LLC.119,632$13.6M4.21%+71,54613F-HRTimeline
Cambridge Investment Research Advisors,…119,250$13.6M0.04%-30,42913F-HRTimeline
GREENLEAF TRUST118,611$13.5M0.12%-6,61413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …117,768$13.4M0.1%13F-HR/ATimelineGroup
Aventus Investment Advisors, Inc.116,604$13.3M10.77%+3,70613F-HRTimeline
Checchi Capital Advisers, LLC114,480$13M0.89%-3013F-HRTimeline
&PARTNERS111,822$12.7M0.07%+4,87513F-HRTimeline
Farther Finance Advisors, LLC109,308$12.5M0.13%+17,49313F-HRTimeline
REGIMEN WEALTH, LLC107,914$12.3M3.6%+92213F-HRTimeline
Cardinal Strategic Wealth Guidance107,748$12.3M3.21%-31,79813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…102,199$11.7M0.02%-11,43013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/100,294$11.4M1.13%+9,23713F-HRTimeline
Foundations Investment Advisors, LLC99,781$11.4M0.15%-76813F-HRTimeline
Ashton Thomas Private Wealth, LLC91,524$10.4M0.25%-22,97213F-HRTimeline
Avior Wealth Management, LLC91,490$10.4M0.32%+43813F-HRTimeline
Cerro Pacific Wealth Advisors LLC90,330$10.3M2.77%+15,04213F-HRTimeline
Icon Wealth Advisors, LLC88,997$10.1M0.68%-18,14013F-HRTimeline
Mill Creek Capital Advisors, LLC88,862$10.1M0.21%-3,55213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,433$10.1M0.01%-58,06613F-HRTimelineGroup
Prosperity Consulting Group, LLC87,933$10M0.45%+2,50813F-HRTimeline
COURIER CAPITAL LLC87,610$9.98M0.56%+4,39513F-HRTimeline
Marks Group Wealth Management, Inc83,658$9.53M0.91%+19,67313F-HRTimeline
LifeWealth Investments, LLC83,165$9.47M3%+6,35713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.82,337$9.38M0.4%+25,52413F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC82,112$9.35M3.69%+3,83113F-HRTimeline
BLAIR WILLIAM & CO/IL81,438$9.28M0.02%+40113F-HRTimeline
FINANCIAL LIFE ADVISORS80,524$9.17M2.83%-3,83313F-HRTimeline
Key Financial Inc79,902$9.1M1.66%+1,10313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC79,549$9.06M0.91%-33,39013F-HRTimeline
Eagle Strategies LLC79,274$9.03M1.15%+5,67613F-HRTimeline
INTEGRITY ALLIANCE, LLC.79,069$9.01M0.33%-86,62313F-HRTimeline
Belpointe Asset Management LLC78,975$9M0.33%+4,20913F-HRTimeline
Fortis Capital Advisors, LLC78,975$9M1.33%+4,20913F-HRTimeline
Cranbrook Wealth Management, LLC78,869$8.98M1.77%-1,83413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC77,609$8.84M0.01%-1,96113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources77,180$8.79M<0.01%+53113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC74,527$8.54M0.01%-3,95013F-HRTimelineGroup
Orion Porfolio Solutions, LLC72,881$8.3M0.06%+14,53613F-HRTimeline
Wealthquest Corp72,595$8.27M0.62%+7,76513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC71,324$8.13M2.55%+3,78113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding69,706$7.94M+9,174Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA66,739$7.6M0.04%13F-HRTimelineGroup
Procyon Advisors, LLC66,305$7.55M0.37%+41,13113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK65,211$7.43M0.04%+41313F-HRTimelineGroup
EQ LLC65,097$7.42M2.14%-1,70413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,915$7.4M0.05%+13,63913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC64,584$7.36M0.15%+12,84313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC262,188$7.28M0.13%-408,58513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.63,803$7.27M0.76%+2,40213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,468$7.23M<0.01%+1,34913F-HRTimelineGroup
Parkside Financial Bank & Trust63,282$7.21M0.54%+26,87013F-HRTimeline
Washington Trust Bank63,004$7.18M0.5%+52,53513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CFS Investment Advisory Services, LLC62,382$7.11M0.52%-9,87613F-HRTimeline
Arete Wealth Advisors, LLC61,438$7M0.49%+1,87913F-HR/ATimeline
Keebeck Wealth Management60,619$6.91M0.8%-8,73813F-HRTimeline
U.S. Capital Wealth Advisors, LLC59,454$6.77M0.18%+1,83213F-HRTimeline
FORTE ASSET MANAGEMENT LLC59,404$6.77M3.07%-3,23413F-HRTimeline
Jasper Ridge Partners, L.P.59,403$6.77M0.15%013F-HRTimeline
Sterling Capital Management LLC59,324$6.76M0.11%-22,04713F-HRTimeline
COMERICA BANK58,205$6.63M0.03%+6,28013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC57,020$6.5M0.14%+15,10913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,435$6.43M0.01%+16,12013F-HR/ATimelineGroup
Nicholas Hoffman & Company, LLC.56,363$6.42M0.15%+5213F-HRTimeline
NorthRock Partners, LLC56,325$6.42M0.11%-26,98913F-HRTimeline
White Pine Investment CO55,777$6.35M1.5%+3913F-HRTimeline
Simplicity Wealth,LLC54,444$6.2M0.37%+5,89613F-HRTimeline
Focus Financial Network, Inc.54,067$6.16M0.21%-1,52613F-HRTimeline
Strategic Blueprint, LLC53,540$6.1M0.36%-24,09513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53,062$6.04M0.23%-4,86813F-HRTimelineGroup
Smartleaf Asset Management LLC52,647$6.03M0.23%+13,04313F-HRTimeline
One Wealth Advisors, LLC52,629$6M0.73%+10,84713F-HRTimeline
J.W. COLE ADVISORS, INC.56,479$5.92M0.14%+5,10713F-HRTimeline
West Wealth Group, LLC51,709$5.89M1.22%+3,58013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI51,513$5.87M0.39%+2,14513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC51,249$5.84M0.93%new13F-HRTimeline
Revolve Wealth Partners, LLC51,102$5.82M0.68%-52013F-HRTimeline
Austin Private Wealth, LLC50,154$5.71M0.43%-35,04713F-HRTimeline
1900 WEALTH MANAGEMENT LLC50,024$5.7M0.37%-2,39513F-HRTimeline
Kathmere Capital Management, LLC49,761$5.67M0.38%-62713F-HRTimeline
BEAM WEALTH ADVISORS, INC.49,074$5.59M1.53%+2,87813F-HRTimeline
IHT Wealth Management, LLC48,079$5.48M0.13%-14,41413F-HRTimeline
NewEdge Wealth, LLC47,880$5.45M0.06%+43,81413F-HRTimeline
Valmark Advisers, Inc.45,738$5.21M0.06%+87713F-HRTimeline
BOK Financial Private Wealth, Inc.44,882$5.11M0.31%-1,20013F-HRTimeline
CENTRAL TRUST Co44,172$5.03M0.1%-2,27013F-HRTimeline
SOA Wealth Advisors, LLC.44,105$5.02M0.85%+50213F-HRTimeline
Private Advisor Group, LLC43,612$4.97M0.02%-8,05513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC43,296$4.93M0.03%new13F-HRTimeline
Meramec Financial Planners, LLC41,028$4.9M1.91%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT42,809$4.88M0.39%-1,57213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC42,743$4.87M0.17%-1,57113F-HRTimelineGroup
Addison Capital Co42,731$4.87M1.22%+15,95113F-HRTimeline
Dorsey & Whitney Trust CO LLC42,199$4.81M0.25%013F-HRTimeline
Aptus Capital Advisors, LLC42,004$4.79M0.04%-88913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC41,791$4.76M<0.01%new13F-HRTimelineGroup
Mosley Wealth Management40,611$4.73M2.17%13F-HRTimeline
Breakwater Capital Group41,115$4.68M0.65%-4,70913F-HRTimeline
First Pacific Financial40,829$4.65M0.61%+1,92013F-HRTimeline
Sterling Financial Planning, Inc.40,778$4.65M1.4%+6713F-HRTimeline
SOL Capital Management CO40,770$4.64M0.42%+1,61013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC40,623$4.63M1.35%-16413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC40,615$4.63M0.6%+1,85713F-HRTimeline
DIVERSIFIED MANAGEMENT INC40,349$4.6M1.07%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co39,778$4.53M0.05%-44713F-HRTimelineGroup
Harbor Group, Inc.39,490$4.5M0.67%+44113F-HRTimeline
McAdam, LLC39,130$4.46M0.2%+94413F-HRTimeline
Berger Financial Group, Inc38,670$4.41M0.26%+2,27313F-HRTimeline
Hofer & Associates. Inc38,503$4.39M2.32%+1,39813F-HRTimeline
Dominguez Wealth Management Solutions, …37,764$4.3M2.63%+1,89313F-HRTimeline
Sharkey, Howes & Javer37,723$4.3M0.55%-4,44513F-HRTimeline