ISHARES TR

$EFG
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Smart money positioned

16 of the Top-200 alpha managers hold $EFG as of the latest 13F snapshot.

13F holders
981
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

16 holders · Q1 2026

$EFG is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.25%, with an average of 0.18% of portfolio. Largest holder: Endeavor Private Wealth, Inc. at 1.25%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Endeavor Private Wealth, Inc.
1.25% ↑ +1.1pp
α +13.5pts
02
Courier Capital LLC
0.61% NEW
α +14.9pts
03
Condor Capital Management
0.39% NEW
α +23.6pts
04
Narus Financial Partners, LLC
0.14% held
α +11.1pts
05
Johnson Financial Group, Inc.
0.12% held
α +14.7pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 981 · Source: 13F-HR
01
Marquette Asset Management, LLC
0.67% of portfolio
22,399,811 sh
02
Taconic Capital Advisors LP
0.23% of portfolio
7,906,644 sh
03
AIFG Consultants Ltd.
1.14% of portfolio
3,679,908 sh
04
FengHe Fund Management Pte. Ltd.
0.26% of portfolio
2,208,206 sh
05
Mairs & Power Inc.
1.78% of portfolio
2,048,874 sh
06
Sheaff Brock Investment Advisors, LLC
0.09% of portfolio
1,984,933 sh
07
TB Capital Gestao de Recursos Ltda.
0.01% of portfolio
1,980,010 sh
08
State Farm Mutual Automobile Insurance Co.
0.03% of portfolio
1,742,195 sh
09
Holos Integrated Wealth LLC
0.21% of portfolio
1,555,632 sh
10
Midwestern Financial, LLC
0.48% of portfolio
1,541,314 sh
See all 981 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $EFG in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $EFG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:15 UTC.