EFV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns EFV? 73 Institutions Hold $389M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (EFV)? 73 institutions reported holding $388.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamilton Capital, LLC ($188.4M), Waller Financial Planning Group, Inc ($43.5M), Farther Finance Advisors, LLC ($26.1M).

Rank	Institution	Value	Shares	Change
1	Hamilton Capital, LLC	$188.4M	2.4M	Added
2	WALLER FINANCIAL PLANNING GROUP, INC	$43.5M	549,236	Added
3	Farther Finance Advisors, LLC	$26.1M	329,452	Trimmed
4	INTEGRATED CAPITAL MANAGEMENT, INC.	$22.0M	278,334	Added
5	RTD Financial Advisors, Inc.	$12.4M	156,174	Trimmed
6	Central Pacific Bank - Trust Division	$11.9M	150,427	Added
7	Apella Capital, LLC	$8.8M	113,348	Trimmed
8	Montecito Bank & Trust	$7.6M	96,467	Trimmed
9	CoreCap Advisors, LLC	$7.0M	88,680	Trimmed
10	ROCKLAND TRUST CO	$5.9M	73,988	Trimmed
11	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$4.7M	59,940	Trimmed
12	COLLECTIVE FAMILY OFFICE LLC	$4.5M	56,937	Added
13	McNaughton Wealth Management, LLC	$4.5M	56,605	Added
14	Retirement Wealth Solutions LLC	$4.4M	55,643	Added
15	Apeiron RIA LLC	$4.4M	56,354	Trimmed
16	SigFig Wealth Management, LLC	$3.4M	42,505	Trimmed
17	CogentBlue Wealth Advisors, LLC	$2.4M	30,912	Trimmed
18	Breakwater Capital Group	$2.4M	29,905	Trimmed
19	Asempa Wealth Advisors	$2.3M	29,401	Trimmed
20	CLUNE & ASSOCIATES, LTD.	$2.1M	25,960	Added
21	Avidian Wealth Enterprises, LLC	$1.6M	20,763	Trimmed
22	Balefire, LLC	$1.5M	19,454	Added
23	First Citizens Financial Corp	$1.5M	19,107	Trimmed
24	Hardin Capital Partners, LLC	$1.2M	14,741	Added
25	First Heartland Consultants, Inc.	$1.1M	14,507	Trimmed

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