Who Owns ISHARES TR (EFG)? -- Institutional Holders (2026-06-30)

1,106 institutions reported holding $15.18B of ISHARES TR (EFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.94B), LPL Financial LLC ($1.07B), MORGAN STANLEY ($665.8M), BANK OF AMERICA CORP /DE/ ($656.2M), JONES FINANCIAL COMPANIES LLLP ($532.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$2.94B23.6MAdded
2LPL Financial LLC$1.07B8.6MAdded
3MORGAN STANLEY$665.8M5.4MAdded
4BANK OF AMERICA CORP /DE/$656.2M5.3MAdded
5JONES FINANCIAL COMPANIES LLLP$532.6M4.4MAdded
6NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$469.6M3.8MAdded
7JPMORGAN CHASE & CO$426.5M3.5MAdded
8Cetera Investment Advisers$293.1M2.4MAdded
9PARK AVENUE SECURITIES LLC$264.5M2.1MAdded
10MML INVESTORS SERVICES, LLC$241.5M1.9MAdded
11Envestnet Portfolio Solutions, Inc.$235.4M1.9MAdded
12Bank of New York Mellon Corp$198.0M1.6MAdded
13US BANCORP \DE\$193.8M1.6MAdded
14AMERIPRISE FINANCIAL INC$187.7M1.5MAdded
15PNC Financial Services Group, Inc.$154.5M1.2MAdded
16WELLS FARGO & COMPANY/MN$153.0M1.2MTrimmed
17Janney Montgomery Scott LLC$149.9M1.2MAdded
18NewEdge Advisors, LLC$134.5M1.1MAdded
19UBS Group AG$134.2M1.1MAdded
20Sanctuary Advisors, LLC$126.6M1.0MAdded
21FMR LLC$126.4M1.0MAdded
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$124.6M1.0MAdded
23Sixth Street Partners Management Company, L.P.$124.6M1.0MNew
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$105.4M847,247Added
25TRUIST FINANCIAL CORP$94.9M762,510Trimmed

Source: SEC Form 13F filings · as of 2026-06-30