Who owns EFG
Which tracked institutional funds hold EFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EFG is one-sided between 2026-Q1 and 2026-Q2: 373 added or opened and 81 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EFG’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1033 tracked filers holding EFG, 571 increased or opened the position and 381 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EFG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- NewEdge Advisors, LLC$135M
- Caisse de depot et placement du Quebec$48M
- Lineweaver Wealth Advisors, LLC$11M
- Diversify Advisory Services, LLC$10M
- Global Retirement Partners, LLC$10M
- Ocean Park Asset Management, LLC$9M
Full exits 41
- PARK AVENUE SECURITIES LLC$228M
- Janney Montgomery Scott LLC$127M
- NATIXIS ADVISORS, LLC$64M
- Cambridge Investment Research Advisors, Inc.$32M
- HighTower Advisors, LLC$30M
- Thrivent Financial for Lutherans$25M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$443M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$212M
- LPL Financial LLC$194M
- MORGAN STANLEY$135M
- BANK OF AMERICA CORP /DE/$132M
- MML INVESTORS SERVICES, LLC$70M
Largest trims
- Corient Private Wealth LP$20M
- ROYAL BANK OF CANADA$16M
- Lido Advisors, LLC$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$13M
- Lloyd Advisory Services, LLC.$12M
- Koss-Olinger Consulting, LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 23,610,616 | $2.9B | 23.7% | 2026-Q2 |
| LPL Financial LLC added | 8,635,516 | $1.1B | 8.7% | 2026-Q2 |
| MORGAN STANLEY added | 5,350,855 | $666M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,274,307 | $656M | 5.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,373,043 | $533M | 4.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 3,773,931 | $470M | 3.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,461,739 | $426M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 2,355,345 | $293M | 2.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,941,127 | $242M | 1.9% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,892,107 | $235M | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,591,608 | $198M | 1.6% | 2026-Q2 |
| US BANCORP \DE\ added | 1,557,647 | $194M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,508,102 | $188M | 1.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,242,056 | $155M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,229,313 | $153M | 1.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,081,097 | $135M | 1.1% | 2026-Q2 |
| UBS Group AG added | 1,078,606 | $134M | 1.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,017,830 | $127M | 1.0% | 2026-Q2 |
| FMR LLC added | 1,015,901 | $126M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,001,838 | $125M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 847,247 | $105M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 762,510 | $95M | 0.8% | 2026-Q2 |
| JB Capital LLC added | 744,687 | $93M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 645,420 | $80M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 624,359 | $78M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 598,592 | $75M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 592,307 | $74M | 0.6% | 2026-Q2 |
| Quent Capital, LLC added | 591,861 | $74M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 584,217 | $73M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 579,510 | $72M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 576,901 | $72M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 551,289 | $69M | 0.6% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 530,741 | $66M | 0.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 530,721 | $66M | 0.5% | 2026-Q2 |
| Pacific Life Fund Advisors LLC added | 529,971 | $66M | 0.5% | 2026-Q2 |
| M&T Bank Corp trimmed | 518,930 | $65M | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 516,696 | $64M | 0.5% | 2026-Q2 |
| Savvy Advisors, Inc. added | 507,288 | $63M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 494,601 | $62M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 486,226 | $60M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 481,433 | $60M | 0.5% | 2026-Q2 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 479,599 | $60M | 0.5% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 461,078 | $57M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 457,612 | $57M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 438,695 | $55M | 0.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 432,150 | $54M | 0.4% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 429,048 | $53M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 407,560 | $51M | 0.4% | 2026-Q2 |
| SOFI WEALTH, LLC added | 398,975 | $50M | 0.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 389,670 | $48M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 386,872 | $48M | 0.4% | 2026-Q2 |
| BOKF, NA added | 363,310 | $45M | 0.4% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 342,462 | $43M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 338,079 | $42M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 317,327 | $39M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 315,793 | $39M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 313,846 | $39M | 0.3% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 301,262 | $37M | 0.3% | 2026-Q2 |
| Marks Group Wealth Management, Inc added | 296,920 | $37M | 0.3% | 2026-Q2 |
| NBT BANK, N.A. added | 291,924 | $36M | 0.3% | 2026-Q2 |
| Meridian Wealth Partners, LLC added | 288,300 | $36M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 283,198 | $35M | 0.3% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 273,478 | $34M | 0.3% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 271,262 | $34M | 0.3% | 2026-Q2 |
| CHOREO, LLC trimmed | 266,739 | $33M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 229,783 | $29M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 220,612 | $27M | 0.2% | 2026-Q2 |
| WALLER FINANCIAL PLANNING GROUP, INC added | 219,957 | $27M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 205,856 | $26M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 196,815 | $24M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 190,756 | $24M | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 189,907 | $24M | 0.2% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 189,207 | $24M | 0.2% | 2026-Q2 |
| Creative Planning added | 186,442 | $23M | 0.2% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 182,339 | $23M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 181,968 | $23M | 0.2% | 2026-Q2 |
| Affinity Capital Advisors, LLC added | 177,115 | $22M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 176,017 | $22M | 0.2% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC added | 175,283 | $22M | 0.2% | 2026-Q2 |
| Seneca Financial Advisors LLC added | 174,129 | $22M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 170,348 | $21M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 168,077 | $21M | 0.2% | 2026-Q2 |
| Stone House Investment Management, LLC added | 166,577 | $21M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 164,278 | $20M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 163,530 | $20M | 0.2% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC added | 159,531 | $20M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 159,304 | $20M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 157,567 | $20M | 0.2% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 157,105 | $20M | 0.2% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 156,117 | $19M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 154,012 | $19M | 0.2% | 2026-Q2 |
| Robinswood Financial LLC added | 153,573 | $19M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 148,879 | $19M | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 145,063 | $18M | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 141,784 | $18M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 133,691 | $17M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 130,370 | $16M | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 125,564 | $16M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 125,134 | $16M | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 124,600 | $16M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.