EFAV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns EFAV? 31 Institutions Hold $20.3M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (EFAV)? 31 institutions reported holding $20.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($4.5M), Prism Advisors, Inc. ($2.8M), McNaughton Wealth Management, LLC ($1.8M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$4.5M	49,633	Trimmed
2	Prism Advisors, Inc.	$2.8M	30,195	Trimmed
3	McNaughton Wealth Management, LLC	$1.8M	20,079	Trimmed
4	Harpswell Capital Advisors, LLC	$1.8M	19,856	New
5	Breakwater Capital Group	$1.7M	18,880	Trimmed
6	Peterson Wealth Advisors, LLC	$1.5M	16,039	Trimmed
7	Versant Capital Management, Inc	$1.0M	11,194	Hold
8	Shira Ridge Wealth Management	$1.0M	11,064	Trimmed
9	TOMPKINS FINANCIAL CORP	$880,948	9,668	Hold
10	Farther Finance Advisors, LLC	$766,131	8,408	Added
11	Insight Wealth Strategies, LLC	$380,909	4,180	Hold
12	Veery Capital, LLC	$315,275	3,460	Added
13	Wedmont Private Capital	$287,746	3,152	Hold
14	First Citizens Financial Corp	$286,390	3,143	Hold
15	Invariant Investment Management	$265,663	2,921	Trimmed
16	Apeiron RIA LLC	$255,394	2,822	New
17	Graves Light Lenhart Wealth, Inc.	$234,528	2,574	Hold
18	Balefire, LLC	$231,718	2,543	New
19	Noble Wealth Management PBC	$76,632	841	Hold
20	ELEVATION WEALTH PARTNERS, LLC	$55,948	614	Hold
21	Bullock Wealth Management Group	$37,460	414	Hold
22	CoreCap Advisors, LLC	$37,450	411	Trimmed
23	Wealth Enhancement Trust Services, Inc.	$29,067	319	Hold
24	FIRST COMMUNITY TRUST NA	$17,131	188	Hold
25	GAMMA Investing LLC	$11,026	121	Trimmed

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