Who Owns ISHARES TR (EFG)? -- Institutional Holders (2026-03-31)
1,070 institutions reported holding $12.12B of ISHARES TR (EFG) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.49B), LPL Financial LLC ($880.6M), MORGAN STANLEY ($530.3M), BANK OF AMERICA CORP /DE/ ($524.4M), JONES FINANCIAL COMPANIES LLLP ($462.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.49B | 22.4M | Added |
| 2 | LPL Financial LLC | $880.6M | 7.9M | Added |
| 3 | MORGAN STANLEY | $530.3M | 4.8M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $524.4M | 4.7M | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $462.9M | 4.3M | Added |
| 6 | JPMORGAN CHASE & CO | $369.6M | 3.4M | Added |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $257.1M | 2.3M | Trimmed |
| 8 | Cetera Investment Advisers | $245.9M | 2.2M | Added |
| 9 | PARK AVENUE SECURITIES LLC | $228.2M | 2.0M | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $204.9M | 1.8M | Added |
| 11 | MML INVESTORS SERVICES, LLC | $171.7M | 1.5M | Added |
| 12 | Bank of New York Mellon Corp | $164.0M | 1.5M | Added |
| 13 | US BANCORP \DE\ | $145.3M | 1.3M | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $140.7M | 1.3M | Added |
| 15 | PNC Financial Services Group, Inc. | $138.3M | 1.2M | Added |
| 16 | Janney Montgomery Scott LLC | $127.1M | 1.1M | Added |
| 17 | AMERIPRISE FINANCIAL INC | $121.7M | 1.1M | Added |
| 18 | FMR LLC | $110.3M | 990,082 | Trimmed |
| 19 | UBS Group AG | $110.1M | 988,490 | Added |
| 20 | Sanctuary Advisors, LLC | $95.3M | 855,806 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.5M | 821,308 | Added |
| 22 | TRUIST FINANCIAL CORP | $85.1M | 763,679 | Added |
| 23 | JB Capital LLC | $77.9M | 699,395 | Added |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.7M | 652,661 | Trimmed |
| 25 | Royal Bank of Canada | $70.5M | 632,689 | Added |
Source: SEC Form 13F filings · as of 2026-03-31