EFG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns EFG? 61 Institutions Hold $145M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (EFG)? 61 institutions reported holding $145.46M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Waller Financial Planning Group, Inc ($28.0M), RTD Financial Advisors, Inc. ($21.5M), Farther Finance Advisors, LLC ($16.8M).

Rank	Institution	Value	Shares	Change
1	WALLER FINANCIAL PLANNING GROUP, INC	$28.0M	233,873	Added
2	RTD Financial Advisors, Inc.	$21.5M	179,564	Trimmed
3	Farther Finance Advisors, LLC	$16.8M	140,173	Trimmed
4	Aventus Investment Advisors, Inc.	$11.7M	97,577	Added
5	SigFig Wealth Management, LLC	$5.9M	49,023	Added
6	McNaughton Wealth Management, LLC	$5.5M	46,225	Added
7	Breakwater Capital Group	$5.2M	43,543	Added
8	CoreCap Advisors, LLC	$5.1M	42,967	Trimmed
9	Dominguez Wealth Management Solutions, Inc.	$5.0M	41,501	Added
10	DIVERSIFIED MANAGEMENT INC	$5.0M	41,319	Added
11	Apeiron RIA LLC	$3.8M	32,110	Added
12	Retirement Wealth Solutions LLC	$3.3M	27,725	Trimmed
13	Barden Capital Management, Inc.	$2.4M	20,041	Added
14	Balefire, LLC	$2.4M	19,638	Added
15	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$2.1M	17,682	Trimmed
16	MKD WEALTH COACHES, LLC	$2.1M	17,279	Trimmed
17	Valeo Financial Advisors, LLC	$1.7M	13,779	Trimmed
18	Avidian Wealth Enterprises, LLC	$1.3M	11,020	Trimmed
19	First Heartland Consultants, Inc.	$1.3M	10,660	Trimmed
20	First Citizens Financial Corp	$1.2M	9,667	Trimmed
21	Apella Capital, LLC	$1.1M	8,871	New
22	Taylor & Morgan Wealth Management, LLC	$983,713	8,209	Hold
23	COLLECTIVE FAMILY OFFICE LLC	$971,821	8,110	Added
24	Asempa Wealth Advisors	$917,977	7,699	Trimmed
25	Central Pacific Bank - Trust Division	$804,658	6,715	Hold

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