EFG — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 EFG？61 家机构、1.5 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（EFG）？2026年Q3（报告期截至 2026-09-30）共有 61 家机构在 SEC 13F 申报中报告持有，合计 1.45 亿美元。前几大持有机构：Waller Financial Planning Group, Inc（2,800.00 万美元）、RTD Financial Advisors, Inc.（2,150.00 万美元）、Farther Finance Advisors, LLC（1,680.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30