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Disclosery

EFG ISHARES TR

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ETF (fund)

1,004 managers (1,016 13F filers) reported a position in EFG shares at 2026-03-31, 110,528,435 shares in all. 110 filers opened a position and 68 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
110
Added
412
Reduced
287
Sold out
68
Shares held by filers
110,528,435

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding24,239,765$2.7B+21,465,434Timeline
LPL Financial LLC7,906,644$881M0.23%+5,750,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,761,305$530M0.03%+2,151,52913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,708,538$524M0.04%+1,221,08213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,299,898$463M0.22%+424,66613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,433,094$370M0.03%+1,202,45413F-HR/ATimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD2,308,868$257M0.44%-65,61813F-HRTimelineGroup
Cetera Investment Advisers2,208,206$246M0.26%+1,227,59513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,048,874$228M1.78%+1,816,26013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,541,314$172M0.48%+1,150,93113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,472,363$164M0.03%+920,18813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,304,892$145M0.18%-6,98913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,263,395$141M0.03%+106,63113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,241,869$138M0.08%+2,46713F-HRTimelineGroup
Janney Montgomery Scott LLC1,140,998$127M0.31%+996,63313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,092,664$122M0.03%+322,75113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding1,004,449$112M+135,813Timeline
FMR LLCin group FMR LLC990,082$110M0.01%-13,30513F-HRTimelineGroup
Sanctuary Advisors, LLC855,806$95.3M0.52%+316,73813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…821,308$91.5M0.06%+160,03813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP763,679$85.1M0.11%+573,67413F-HRTimelineGroup
JB Capital LLC699,395$77.9M3.15%+682,94013F-HRTimeline
NewEdge Advisors, LLC662,281$73.8M0.27%+527,57813F-HR/ATimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co652,661$72.7M0.01%-15,53413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA632,689$70.5M0.01%+194,82513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding622,196$69.3M-32,040Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC619,689$69M0.02%-4,23813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers571,060$63.6M0.09%+222,93413F-HRTimelineGroup
Quent Capital, LLC567,198$63.2M4.48%+20,33413F-HRTimeline
Beacon Pointe Advisors, LLC565,967$63M0.33%+127,54313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding564,272$62.8M+86,968Timeline
M&T Bank Corpin group M&T Bank Corp556,347$62M0.2%-35,66613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP530,915$59.1M0.05%+376,83113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.519,805$57.9M0.08%+222,36613F-HRTimelineGroup
TIAAgroup of 2 filers holding511,748$57M-129,006Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…490,483$54.6M0.34%+476,53313F-HRTimelineGroup
AE Wealth Management LLC490,392$54.6M0.3%-29,32913F-HRTimeline
Financial Synergies Wealth Advisors, In…486,256$54.2M5.17%+91413F-HRTimeline
Savvy Advisors, Inc.464,300$51.7M1.39%+285,99913F-HRTimeline
FAS Wealth Partners, Inc.464,189$51.7M3.22%+6,60313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding459,375$51.2M+70,310Timeline
Baker Avenue Asset Management, LP454,353$50.6M1.15%+3,55313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC440,596$49.1M0.37%-38,19913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC397,314$44.2M0.06%-10,97313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS390,440$43.5M0.08%+126,30513F-HRTimeline
SOFI WEALTH, LLC378,729$42.2M2.03%-150,10613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC376,901$42M0.06%+302,37413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC376,474$41.9M0.05%+28,04413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.374,602$41.7M<0.01%+357,98313F-HRTimelineGroup
BOKF, NAin group BOKF, NA348,184$38.8M0.59%+31,42013F-HRTimelineGroup
Octavia Wealth Advisors, LLC329,257$36.7M3.51%+4,09213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP309,890$34.4M0.05%-8,34013F-HRTimelineGroup
Icon Wealth Advisors, LLC290,554$33.8M2.19%+201,55713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.291,374$32.5M2.13%+10,12613F-HRTimelineGroup
Atria Investments, Inc286,592$31.9M0.36%+256,44013F-HRTimeline
Cambridge Investment Research Advisors,…285,530$31.8M0.08%+166,28013F-HRTimeline
UMB Bank, n.a.281,923$31.4M0.44%-7,74113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meridian Wealth Partners, LLC278,706$31M4.26%+10,45613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC273,735$30.5M<0.01%-154,38413F-HRTimelineGroup
CHOREO, LLC268,620$29.9M0.37%+19,82913F-HRTimeline
HighTower Advisors, LLC267,549$29.8M0.03%+42,58613F-HRTimeline
Merit Financial Group, LLC251,742$28M0.21%+39,88113F-HRTimeline
Foundations Investment Advisors, LLC235,080$26.2M0.32%+135,29913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/226,052$25.2M0.01%-22,07513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…228,371$25.2M0.05%+126,17213F-HRTimelineGroup
Cresset Asset Management, LLC225,249$25.1M0.11%+1,15713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC215,672$24M5.3%+16,55713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC215,351$24M0.1%+65,78813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC211,427$23.5M0.09%+1,33813F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.209,224$23.3M0.56%-16,60213F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC194,191$21.6M0.46%-3,75313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…192,079$21.4M0.03%+103,64613F-HRTimelineGroup
Integrated Wealth Concepts LLC189,276$21.1M0.17%+45,94113F-HRTimeline
RTD Financial Advisors, Inc.187,130$20.8M2.56%-6,43013F-HRTimeline
Creative Planningin group Creative Planning184,473$20.5M0.01%+32,43713F-HRTimelineGroup
Shakespeare Wealth Management, LLC180,701$20.1M4.77%+4,67613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.180,560$20.1M0.03%+22,10613F-HRTimelineGroup
Orion Porfolio Solutions, LLC180,465$20.1M0.17%+107,58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…176,422$19.9M0.04%+23,38813F-HRTimeline
OneDigital Investment Advisors LLC177,618$19.8M0.19%-7,98013F-HRTimeline
STALEY CAPITAL ADVISERS INC173,883$19.4M0.82%+9,79113F-HRTimeline
Empirical Financial Services, LLC d.b.a…172,116$19.2M0.33%+8,99813F-HRTimeline
Federation des caisses Desjardins du Qu…167,696$18.7M0.07%-167,69813F-HRTimeline
EP Wealth Advisors, LLC167,463$18.7M0.09%-14,44913F-HRTimeline
Seneca Financial Advisors LLC162,784$18.1M5.31%+15,99213F-HRTimeline
Marks Group Wealth Management, Inc160,285$17.9M1.72%+76,62713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC159,623$17.8M0.14%+10,75013F-HRTimeline
Stone House Investment Management, LLC159,096$17.7M3.18%+143,75913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA164,483$17.7M0.55%-24,98713F-HRTimelineGroup
Affinity Capital Advisors, LLC158,138$17.6M2.47%+14,74513F-HRTimeline
NorthRock Partners, LLC155,640$17.3M0.28%+99,31513F-HRTimeline
Farther Finance Advisors, LLC146,533$16.7M0.16%+37,22513F-HRTimeline
Robinswood Financial LLC148,481$16.5M5.2%+5,07113F-HR/ATimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…146,339$16.3M4.32%+9,19113F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC145,434$16.2M4.25%+55,10413F-HRTimeline
CWM, LLCin group CWM, LLC144,515$16.1M0.04%-24,12113F-HRTimelineGroup
IHT Wealth Management, LLC143,995$16M0.37%+95,91613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV142,269$15.8M0.02%-22,25413F-HRTimeline
&PARTNERS141,733$15.8M0.08%+29,91113F-HRTimeline
SteelPeak Wealth, LLC137,214$15.3M0.48%+135,11113F-HRTimeline
Sharkey, Howes & Javer134,829$15M2.02%+97,10613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding129,352$14.4M+111,239Timeline
MGO ONE SEVEN LLC127,871$14.2M0.29%+99,08513F-HRTimeline
Waverly Advisors, LLC125,294$14M0.1%+2,87213F-HRTimeline
RWA WEALTH PARTNERS, LLC124,539$13.9M0.15%+96813F-HRTimeline
Bedel Financial Consulting, Inc.123,400$13.7M1.58%+1,17313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …122,668$13.7M0.1%+4,90013F-HRTimelineGroup
Lloyd Advisory Services, LLC.117,702$13.1M3.75%+112,75913F-HRTimeline
Kingdom Financial Group LLC.117,702$13.1M3.75%-1,93013F-HRTimeline
Aventus Investment Advisors, Inc.117,578$13.1M11.08%+97413F-HRTimeline
Pacific Life Fund Advisors LLC116,400$13M1.49%new13F-HRTimeline
GREENLEAF TRUST115,799$12.9M0.13%-2,81213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC114,545$12.8M0.02%-8,85813F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/114,116$12.7M1.21%+13,82213F-HRTimeline
IFP Advisors, Inc111,217$12.4M0.26%+84,12613F-HRTimeline
PAX Financial Group, LLC110,422$12.3M2.1%new13F-HRTimeline
MA Private Wealth109,626$12.2M2.06%-41,14113F-HRTimeline
INTEGRITY ALLIANCE, LLC.107,367$12M0.46%+28,29813F-HRTimeline
Dynasty Wealth Management, LLC106,914$11.9M0.1%-327,33513F-HRTimeline
Cardinal Strategic Wealth Guidance106,682$11.9M3.13%-1,06613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…106,241$11.8M1.37%+98,72613F-HRTimeline
Keystone Financial Services105,980$11.8M3.46%+78,99213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,349$11.4M0.07%+35,43413F-HRTimelineGroup
REGIMEN WEALTH, LLC102,470$11.4M3.33%-5,44413F-HRTimeline
Trek Financial, LLC102,394$11.4M0.61%+87,04813F-HRTimeline
WEALTH ALLIANCE, LLC101,151$11.3M1.11%+91,96913F-HRTimeline
My Portfolio Guide, LLC100,918$11.2M6.22%13F-HRTimeline
Steward Partners Investment Advisory, L…98,674$11M0.06%+61,40013F-HRTimeline
COURIER CAPITAL LLC97,657$10.9M0.61%+10,04713F-HR/ATimeline
Prosperity Consulting Group, LLC95,037$10.6M0.47%+7,10413F-HRTimeline
Checchi Capital Advisers, LLC94,559$10.5M0.72%-19,92113F-HRTimeline
LifeWealth Investments, LLC94,310$10.5M3.13%+11,14513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.94,053$10.5M0.44%+11,71613F-HRTimelineGroup
Avior Wealth Management, LLC92,724$10.3M0.29%+1,23413F-HRTimeline
Keebeck Wealth Management91,069$10.1M1.14%+30,45013F-HRTimeline
Key Financial Inc89,980$10M1.78%+10,07813F-HRTimeline
Belpointe Asset Management LLC88,751$9.88M0.36%+9,77613F-HRTimeline
Fortis Capital Advisors, LLC88,751$9.88M1.29%+9,77613F-HRTimeline
Mill Creek Capital Advisors, LLC88,502$9.86M0.2%-36013F-HRTimeline
Ashton Thomas Private Wealth, LLC88,493$9.86M0.23%-3,03113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management87,760$9.77M0.11%+76,10613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…87,575$9.75M0.11%+76,47713F-HRTimelineGroup
Gateway Wealth Partners, LLC84,506$9.41M0.37%new13F-HRTimeline
SWMG, LLC84,284$9.39M2.68%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK83,832$9.34M0.05%+18,62113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC83,354$9.28M0.01%+5,74513F-HRTimelineGroup
Strategic Blueprint, LLC82,476$9.19M0.53%+28,93613F-HRTimeline
FINANCIAL LIFE ADVISORS82,176$9.15M2.85%+1,65213F-HRTimeline
Regal Investment Advisors LLC82,172$9.15M0.53%+74,48813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC82,114$9.15M2.78%+10,79013F-HRTimeline
World Investment Advisors81,877$9.12M0.15%+55,94213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC80,821$9M0.07%+37,52513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources80,678$8.99M<0.01%+3,49813F-HRTimelineGroup
Eagle Strategies LLC80,408$8.96M1.07%+1,13413F-HRTimeline
Modern Wealth Management, LLC78,617$8.94M0.15%+73,09613F-HRTimeline
Legacy Financial Group LLC80,080$8.92M1.12%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC80,010$8.91M3.66%-2,10213F-HRTimeline
BLAIR WILLIAM & CO/IL79,893$8.9M0.03%-1,54513F-HRTimeline
Simplicity Wealth,LLC79,630$8.87M0.5%+25,18613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding74,987$8.72M+53,016Timeline
WATERSHED PRIVATE WEALTH LLC77,526$8.63M2.69%+54,43413F-HRTimeline
Cranbrook Wealth Management, LLC75,847$8.45M1.72%-3,02213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding73,484$8.18M+3,778Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,347$8.17M0.01%-99,93213F-HRTimelineGroup
Blue Trust, Inc.70,703$7.87M0.09%+63,75613F-HRTimeline
VestGen Advisors, LLC65,417$7.87M0.22%+42,08913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC70,459$7.85M0.17%+5,87513F-HRTimelineGroup
Private Advisor Group, LLC70,347$7.83M0.04%+26,73513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.69,861$7.78M0.8%+6,05813F-HRTimeline
Koss-Olinger Consulting, LLC69,242$7.71M0.65%-291,48513F-HRTimeline
Procyon Advisors, LLC69,134$7.7M0.38%+2,82913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC68,350$7.61M0.75%-11,19913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,897$7.23M<0.01%+1,42913F-HRTimelineGroup
Invst, LLC64,219$7.15M0.81%new13F-HRTimeline
EQ LLC63,583$7.08M1.99%-1,51413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC63,417$7.06M0.17%+58,80313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC63,393$7.06M0.13%-198,79513F-HRTimeline
Advyzon Investment Management, LLC62,316$6.94M0.62%+55,70613F-HRTimeline
Advisory Services Network, LLC62,156$6.92M0.09%+50,88413F-HRTimeline
Wealthquest Corp61,664$6.87M0.49%-10,93113F-HR/ATimeline
WealthShield Partners, LLC61,335$6.83M0.76%+50,78813F-HRTimeline
Arete Wealth Advisors, LLC60,907$6.78M0.51%-53113F-HR/ATimeline
Bay Harbor Wealth Management, LLC60,690$6.76M1.75%new13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC59,844$6.66M0.15%+2,82413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA59,766$6.66M0.03%-6,97313F-HRTimelineGroup
Jasper Ridge Partners, L.P.59,403$6.62M0.15%013F-HRTimeline
Kilter Group LLC58,771$6.55M2.82%+41,66913F-HRTimeline
CFS Investment Advisory Services, LLC53,184$6.51M0.45%-9,19813F-HRTimeline
Cypress Wealth Services, LLC58,082$6.47M0.91%+28,25113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC57,920$6.45M0.81%+17,30513F-HRTimeline
BEAM WEALTH ADVISORS, INC.57,523$6.41M1.59%+8,44913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,847$6.33M0.01%+41213F-HRTimelineGroup
White Pine Investment CO56,460$6.29M1.46%+68313F-HRTimeline
Hoxton Planning & Management, LLC56,038$6.24M1.87%+23,74613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI55,961$6.23M0.3%+4,44813F-HRTimeline
Nicholas Hoffman & Company, LLC.55,895$6.23M0.14%-46813F-HRTimeline
Sovran Advisors, LLC52,100$6.21M0.49%+29,22313F-HRTimeline
Sterling Capital Management LLC55,046$6.13M0.12%-4,27813F-HRTimeline
NewEdge Wealth, LLC54,927$6.12M0.07%+7,04713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC54,775$6.1M0.86%+3,52613F-HRTimeline