There is a long list of 819 institutional holders of EFG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EFG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EFG table below, the initial column indicates the name of each top institutional holder of EFG, with a link to that fund's top holdings. The next columns indicate the amount of EFG stock held by each of the institutional holders of EFG, followed by the EFG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Envestnet Asset Management Inc.	16,052,758	$1,554,710	12/31/2023
EFG	16,052,758	$1,554,710	12/31/2023
Jones Financial Companies Lllp	8,384,800	$812,068	12/31/2023
EFG	8,384,800	$812,068	12/31/2023
JPMorgan Chase & Co.	4,412,339	$427,335	12/31/2023
EFG	4,412,339	$427,335	12/31/2023
LPL Financial LLC	4,174,062	$404,258	12/31/2023
EFG	4,174,062	$404,258	12/31/2023
Bank of America Corp DE	3,889,985	$376,745	12/31/2023
EFG	3,889,985	$376,745	12/31/2023
Morgan Stanley	3,670,887	$355,526	12/31/2023
EFG	3,670,887	$355,526	12/31/2023
Envestnet Portfolio Solutions Inc.	2,155,802	$208,789	12/31/2023
EFG	2,155,802	$208,789	12/31/2023
CWM LLC	1,793,353	$186,132	03/31/2024
EFG	1,793,353	$186,132	03/31/2024
BlackRock Inc.	1,891,301	$183,172	12/31/2023
EFG	1,891,301	$183,172	12/31/2023
Park Avenue Securities LLC	1,696,229	$176,052	03/31/2024
EFG	1,696,229	$176,052	03/31/2024
Advisor Group Holdings Inc.	1,574,975	$152,672	12/31/2023
EFG	1,574,975	$152,672	12/31/2023
US Bancorp DE	1,527,570	$147,945	12/31/2023
EFG	1,527,570	$147,945	12/31/2023
Wells Fargo & Company MN	1,333,622	$129,161	12/31/2023
EFG	1,333,622	$129,161	12/31/2023
The PNC Financial Services Group Inc.	1,316,901	$127,542	12/31/2023
EFG	1,316,901	$127,542	12/31/2023
FMR LLC	1,118,348	$108,312	12/31/2023
EFG	1,118,348	$108,312	12/31/2023
MML Investors Services LLC	1,112,588	$107,754	12/31/2023
EFG	1,112,588	$107,754	12/31/2023
AE Wealth Management LLC	988,589	$96,081	12/31/2023
EFG	988,589	$96,081	12/31/2023
Ameriprise Financial Inc.	985,718	$95,452	12/31/2023
EFG	985,718	$95,452	12/31/2023
Facet Wealth Inc.	957,665	$93,928	12/31/2023
EFG	957,665	$93,928	12/31/2023
M&T Bank Corp	968,747	$93,823	12/31/2023
EFG	968,747	$93,823	12/31/2023
UBS Group AG	917,555	$88,865	12/31/2023
EFG	917,555	$88,865	12/31/2023
Bank of New York Mellon Corp	849,321	$88,151	03/31/2024
EFG	849,321	$88,151	03/31/2024
Janney Montgomery Scott LLC	895,622	$86,741	12/31/2023
EFG	895,622	$86,741	12/31/2023
Resources Investment Advisors LLC.	627,695	$60,792	12/31/2023
EFG	627,695	$60,792	12/31/2023
Commonwealth Equity Services LLC	618,013	$59,855	12/31/2023
EFG	618,013	$59,855	12/31/2023
Northwestern Mutual Wealth Management Co.	562,475	$54,476	12/31/2023
EFG	562,475	$54,476	12/31/2023
Beacon Pointe Advisors LLC	517,548	$50,125	12/31/2023
EFG	517,548	$50,125	12/31/2023
Cetera Investment Advisers	509,632	$49,358	12/31/2023
EFG	509,632	$49,358	12/31/2023
United Capital Financial Advisers LLC	485,924	$47,062	12/31/2023
EFG	485,924	$47,062	12/31/2023
JB Capital LLC	441,566	$42,766	12/31/2023
EFG	441,566	$42,766	12/31/2023
Financial Synergies Wealth Advisors Inc.	409,522	$42,504	03/31/2024
EFG	409,522	$42,504	03/31/2024
Foundations Investment Advisors LLC	406,889	$40,083	12/31/2023
EFG	406,889	$40,083	12/31/2023
Royal Bank of Canada	413,606	$40,059	12/31/2023
EFG	413,606	$40,059	12/31/2023
Baker Avenue Asset Management LP	401,224	$38,859	12/31/2023
EFG	401,224	$38,859	12/31/2023
Thrivent Financial for Lutherans	392,146	$37,979	12/31/2023
EFG	392,146	$37,979	12/31/2023
Wealthsource Partners LLC	391,479	$37,915	12/31/2023
EFG	391,479	$37,915	12/31/2023
Jane Street Group LLC	389,204	$37,694	12/31/2023
EFG	389,204	$37,694	12/31/2023
Financial Advisory Service Inc.	376,604	$36,474	12/31/2023
EFG	376,604	$36,474	12/31/2023
Quent Capital LLC	373,946	$36,217	12/31/2023
EFG	373,946	$36,217	12/31/2023
Raymond James & Associates	344,683	$35,775	03/31/2024
EFG	344,683	$35,775	03/31/2024
HTLF Bank	344,045	$35,708	03/31/2024
EFG	344,045	$35,708	03/31/2024
Stifel Financial Corp	362,463	$35,105	12/31/2023
EFG	362,463	$35,105	12/31/2023
Austin Private Wealth LLC	322,329	$33,093	03/31/2024
EFG	322,329	$33,093	03/31/2024
GWM Advisors LLC	336,280	$32,446	12/31/2023
EFG	336,280	$32,446	12/31/2023
Mariner LLC	331,229	$32,079	12/31/2023
EFG	331,229	$32,079	12/31/2023
Goldman Sachs Group Inc.	330,104	$31,971	12/31/2023
EFG	330,104	$31,971	12/31/2023
Truist Financial Corp	324,646	$31,442	12/31/2023
EFG	324,646	$31,442	12/31/2023
Cetera Advisor Networks LLC	323,895	$31,369	12/31/2023
EFG	323,895	$31,369	12/31/2023
Captrust Financial Advisors	320,851	$31,074	12/31/2023
EFG	320,851	$31,074	12/31/2023
CI Private Wealth LLC	309,492	$29,974	12/31/2023
EFG	309,492	$29,974	12/31/2023

See All: Funds Holding EFG
See Details: Top 10 Hedge Funds Holding EFG
Also See: EFG Holdings Changes

EFG — Current Quote

Quotes delayed 20 minutes Free EFG Email Alerts: Get Dividend Alerts Get SEC Filing Alerts

EFG — Performance