EFA — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns EFA? 148 Institutions Hold $827M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (EFA)? 148 institutions reported holding $826.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: WoodTrust Financial Corp ($99.7M), Valeo Financial Advisors, LLC ($62.5M), MassMutual Private Wealth & Trust, FSB ($59.0M).

Rank	Institution	Value	Shares	Change
1	WoodTrust Financial Corp	$99.7M	959,374	Trimmed
2	Valeo Financial Advisors, LLC	$62.5M	601,118	Trimmed
3	MassMutual Private Wealth & Trust, FSB	$59.0M	568,002	Trimmed
4	ANB BANK	$42.4M	407,716	Added
5	Coastline Trust Co	$40.9M	394,010	Trimmed
6	COLTON GROOME FINANCIAL ADVISORS, LLC	$34.4M	330,827	Added
7	Stairway Partners, LLC	$28.9M	277,784	Trimmed
8	Prosperity Planning, Inc.	$27.1M	260,791	Added
9	Heartwood Wealth Advisors LLC	$19.1M	183,874	Trimmed
10	CANANDAIGUA NATIONAL BANK & TRUST CO	$17.3M	166,123	Trimmed
11	Avidian Wealth Enterprises, LLC	$17.0M	163,409	Added
12	DIVERSIFIED MANAGEMENT INC	$15.8M	151,846	Added
13	Shulman DeMeo Asset Management LLC	$14.9M	143,310	Trimmed
14	Farther Finance Advisors, LLC	$14.7M	141,145	Added
15	LWM ADVISORS INC	$14.5M	140,023	Added
16	AVITY INVESTMENT MANAGEMENT INC.	$14.5M	139,269	Trimmed
17	RVW Wealth, LLC	$14.2M	137,032	Trimmed
18	TITLEIST ASSET MANAGEMENT, LLC	$12.6M	121,442	Added
19	Sincerus Advisory, LLC	$11.5M	111,088	Added
20	Venture Visionary Partners LLC	$11.4M	109,483	Added
21	Grove Bank & Trust	$11.1M	106,828	Added
22	FIRST FINANCIAL BANK - TRUST DIVISION	$9.9M	95,621	Trimmed
23	CENTRAL BANK & TRUST CO	$9.3M	89,369	Added
24	Financial Enhancement Group LLC	$9.3M	89,812	Trimmed
25	Prism Advisors, Inc.	$8.9M	87,130	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30