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Disclosery

EFG ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 59 13F filers report a position in EFG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WALLER FINANCIAL PLANNING GROUP, INC233,873$28M5.69%+13,91613F-HRTimeline
RTD Financial Advisors, Inc.179,564$21.5M2.35%-2,77513F-HRTimeline
Farther Finance Advisors, LLC140,173$16.8M0.12%-23,35713F-HRTimeline
Aventus Investment Advisors, Inc.97,577$11.7M8.54%+71213F-HRTimeline
SigFig Wealth Management, LLC49,023$5.87M0.15%+26813F-HRTimeline
McNaughton Wealth Management, LLC46,225$5.54M1.94%+7,30213F-HRTimeline
Breakwater Capital Group43,543$5.22M0.62%+2,05813F-HRTimeline
CoreCap Advisors, LLC42,967$5.15M0.15%-5,66213F-HRTimeline
Dominguez Wealth Management Solutions, …41,501$4.97M2.75%+99713F-HRTimeline
DIVERSIFIED MANAGEMENT INC41,319$4.95M0.86%+24013F-HRTimeline
Apeiron RIA LLC32,110$3.83M0.87%+1,65613F-HRTimeline
Retirement Wealth Solutions LLC27,725$3.32M1.76%-4,29813F-HRTimeline
Barden Capital Management, Inc.20,041$2.4M2.18%+21313F-HRTimeline
Balefire, LLC19,638$2.35M0.37%+8,54413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,682$2.12M0.3%-1,56013F-HRTimeline
MKD WEALTH COACHES, LLC17,279$2.07M1.71%-13713F-HRTimeline
Valeo Financial Advisors, LLC13,779$1.65M0.03%-11913F-HRTimeline
Avidian Wealth Enterprises, LLC11,020$1.32M0.04%-4,71313F-HRTimeline
First Heartland Consultants, Inc.10,660$1.28M0.08%-2,54413F-HRTimeline
First Citizens Financial Corp9,667$1.16M0.49%-15513F-HRTimeline
Apella Capital, LLC8,871$1.06M0.01%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC8,209$984K0.47%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,110$972K0.2%+6113F-HRTimeline
Asempa Wealth Advisors7,699$918K0.72%-47313F-HRTimeline
Central Pacific Bank - Trust Division6,715$805K0.08%013F-HRTimeline
ROCKLAND TRUST CO6,619$793K0.03%-2213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,606$792K0.16%+2,60613F-HRTimeline
Montecito Bank & Trust5,156$618K0.09%013F-HRTimeline
Peterson Wealth Advisors, LLC4,491$538K0.06%+1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,213$505K0.01%-2413F-HRTimeline
Hickory Point Bank & Trust4,174$500K0.3%013F-HRTimeline
Vann Equity Management LLC4,145$497K0.3%+5213F-HRTimeline
EASTERN BANK4,002$480K0.01%-2,11513F-HRTimeline
Cooper Financial Group3,680$441K0.04%-10213F-HRTimeline
SAPIENT CAPITAL LLC3,609$433K0.01%+2913F-HRTimeline
DOLIVER ADVISORS, LP3,566$427K0.09%-413F-HRTimeline
Heartwood Wealth Advisors LLC3,227$387K0.03%013F-HRTimeline
Global Wealth Strategies & Associates2,816$337K0.06%+53513F-HRTimeline
KFA Private Wealth Group, LLC2,766$331K0.08%+21813F-HRTimeline
Wedmont Private Capital2,782$331K0.01%013F-HRTimeline
Legacy Wealth Asset Management, LLC2,587$310K0.07%013F-HRTimeline
Venture Visionary Partners LLC2,473$296K0.01%+3513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,118$254K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,967$236K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC1,807$217K0.04%013F-HRTimeline
Veracity Capital LLC1,708$205K0.06%-30413F-HRTimeline
Rosenberg Matthew Hamilton1,503$180K0.03%-5713F-HRTimeline
GAMMA Investing LLC1,110$133K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.805$96.5K0.01%-3013F-HRTimeline
Coastline Trust Co282$33.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bangor Savings Bank227$27.2K<0.01%013F-HRTimeline
ATWOOD & PALMER INC195$23.3K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP178$21.3K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.121$14.5K0.01%013F-HRTimeline
Roxbury Financial LLC74$8.88K0.01%013F-HRTimeline
Versant Capital Management, Inc43$5.15K<0.01%013F-HRTimeline
Trust Co31$3.71K<0.01%013F-HRTimeline
Grove Bank & Trust23$2.76K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC15$1.8K<0.01%-313F-HRTimeline