SEC 13F Intelligence

Janney Montgomery Scott LLC / EFG

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (EFG)? Yes — 1.14M shares worth $127M (+0.31% of its 13F portfolio) as of Q1 2026, up from 144.4K shares the prior filed quarter.

Position Value
$127M
Q1 2026
Shares
1.14M
% of Portfolio
+0.31%
Quarters Held
30
currently held

Position History EFG

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $19MQ2 ’19: $20MQ3 ’19: $19MQ4 ’19: $20MQ4 ’19Q1 ’20: $13MQ2 ’20: $115MQ3 ’20: $131MQ4 ’20: $141MQ4 ’20Q1 ’21: $116MQ2 ’21: $128MQ3 ’21: $169MQ4 ’21: $178MQ4 ’21Q1 ’22: $91MQ2 ’22: $76MQ3 ’22: $97MQ4 ’22: $103MQ4 ’22Q1 ’23: $154MQ2 ’23: $157MQ3 ’23: $114MQ4 ’23: $87MQ4 ’23Q1 ’24: $98MQ2 ’24: $153MQ3 ’24: $150MQ4 ’24: $160MQ4 ’24Q1 ’25: $92MQ2 ’25: $104MQ3 ’25: $24MQ4 ’25: $16MQ4 ’25Q1 ’26: $127Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.14M$127M+0.31%
Q4 2025144.4K$16M+0.04%
Q3 2025207.1K$24M+0.06%
Q2 2025929.2K$104M+0.27%
Q1 2025923.2K$92M+0.26%
Q4 20241.65M$160M+0.44%
Q3 20241.39M$150M+0.42%
Q2 20241.49M$153M+0.47%
Q1 2024941.4K$98M+0.29%
Q4 2023895.6K$87M+0.28%
Q3 20231.32M$114M+0.43%
Q2 20231.64M$157M+0.55%
Q1 20231.65M$154M+0.63%
Q4 20221.23M$103M+0.40%
Q3 20221.33M$97M+0.41%
Q2 2022946.6K$76M+0.34%
Q1 2022947.6K$91M+0.39%
Q4 20211.61M$178M+0.69%
Q3 20211.59M$169M+0.72%
Q2 20211.19M$128M+0.56%
Q1 20211.16M$116M+0.57%
Q4 20201.40M$141M+0.68%
Q3 20201.46M$131M+0.75%
Q2 20201.38M$115M+0.72%
Q1 2020188.8K$13M+0.11%
Q4 2019231.5K$20M+0.13%
Q3 2019237.8K$19M+0.14%
Q2 2019245.2K$20M+0.15%
Q1 2019249.1K$19M+0.16%
Q4 2018253.7K$18M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of EFG.