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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

248 managers (253 13F filers) reported a position in LRGF shares at 2026-06-30, 41,208,030 shares in all. 27 filers opened a position and 13 filers sold out during the quarter.

Managers
248
13F filers
253
New
27
Added
88
Reduced
76
Sold out
13
Shares held by filers
41,208,030

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Strategic Financial Services, Inc.3,975,040$301M13.18%-15,83413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,621,832$274M11.91%-4,65713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,005,418$227M0.04%+126,34813F-HRTimelineGroup
SigFig Wealth Management, LLC2,927,890$220M5.83%+35,92113F-HRTimeline
Annex Advisory Services, LLC2,839,647$215M3.67%+1,477,78513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,326,510$176M23.72%-9,55613F-HRTimelineGroup
Plancorp, LLC2,091,989$159M3.87%+111,63213F-HRTimeline
Modern Wealth Management, LLC1,810,836$137M1.64%+759,48113F-HRTimeline
Clearwater Capital Advisors, LLC1,149,647$86.9M6.37%+21,20513F-HRTimeline
Ullmann Wealth Partners Group, LLC1,134,837$85.8M7.8%-28,82613F-HRTimeline
Integrated Wealth Concepts LLC878,367$66.4M0.32%+202,32013F-HRTimeline
Compound Planning, Inc.781,052$59.1M1.55%+2,99613F-HRTimeline
Cardinal Point Capital Management ULC736,666$55.7M3.16%+4,77713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding704,284$53.3M+40,370Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding677,899$51.3M-304,658Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO673,406$50.6M<0.01%-16,13813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC592,041$45.1M0.01%-112,84913F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.520,948$39.4M6.41%-12,25713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY512,414$38.8M<0.01%-18,97413F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC483,912$36.6M10.27%+9,22813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth466,809$35.3M0.04%-60,89813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.404,298$30.6M0.04%+4,98213F-HRTimelineGroup
Pettinga Financial Advisors LLC402,597$30.4M4.88%-13,31813F-HRTimeline
Acropolis Investment Management, LLC358,709$27.1M1.07%+1,16013F-HR/ATimeline
LPL Financial LLC349,982$26.5M0.01%-26,54713F-HRTimeline
LifeGoal Investments, LLC295,859$22.4M10.24%+45,51813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…282,326$21.4M0.01%+15,87413F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC267,564$20.2M4.03%+66413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/243,744$18.4M<0.01%-3,97913F-HRTimelineGroup
Vise Technologies, Inc.229,518$17.4M0.2%+139,74213F-HRTimeline
FOSTER & MOTLEY INC223,031$16.9M0.78%-3,25513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC220,162$16.7M1.22%-65,59113F-HRTimeline
Stonebridge Financial Group, LLC214,927$16.3M1.23%+3,93713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC201,449$15.2M0.08%+14,78213F-HR/ATimeline
World Investment Advisors217,819$14.4M0.24%013F-HRTimeline
Obsido Oy172,107$13M6.96%+4,93813F-HRTimeline
DDFG, Inc169,454$12.8M2.54%-3,96313F-HRTimeline
Parallel Advisors, LLC168,713$12.8M0.19%+8,42213F-HRTimeline
HighTower Advisors, LLC168,632$12.8M0.01%+3,58013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,171$11.7M<0.01%-4,45013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP145,208$10.8M<0.01%-3313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.140,887$10.7M0.1%+1,31913F-HRTimeline
FMR LLCin group FMR LLC137,881$10.4M<0.01%+13,08613F-HRTimelineGroup
HB Wealth Management, LLC135,999$10.3M0.06%-3,39813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP130,900$9.9M0.01%new13F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC121,145$9.16M0.56%+1,31213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,079$9.08M0.01%-2,44613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC115,916$8.77M<0.01%+2,40213F-HRTimelineGroup
Quantinno Capital Management LP113,282$8.57M0.01%+37,01413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding104,798$7.9M+52,152Timeline
Nova R Wealth, Inc.102,452$7.75M2.26%+6813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,026$7.72M0.01%-46,23313F-HRTimeline
Sterneck Capital Management, LLC92,491$7M3%-77613F-HRTimeline
EWA, LLC91,240$6.9M1.26%+2,90513F-HRTimeline
KM Capital Management Ltd.89,411$6.76M3.18%+11813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,301$6.75M<0.01%-25,14613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC89,196$6.75M<0.01%+12013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.88,300$6.68M0.14%-5,42713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS87,626$6.63M0.01%-99813F-HRTimeline
FORTE ASSET MANAGEMENT LLC84,473$6.39M2.61%+83913F-HRTimeline
Wescott Financial Advisory Group, LLC75,348$5.7M0.44%-86213F-HRTimeline
ShoreHaven Wealth Partners, LLC74,892$5.66M1.78%-1,96613F-HRTimeline
RHS Financial, LLC73,365$5.55M2.24%+2,71413F-HRTimeline
Kingsview Wealth Management, LLC71,199$5.38M0.07%-1,38913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…69,817$5.28M0.09%-1,53513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.69,330$5.24M0.21%-52413F-HRTimelineGroup
Cambridge Investment Research Advisors,…65,475$4.95M0.01%+17,16313F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC63,806$4.83M0.01%+3613F-HRTimelineGroup
Family Capital Trust Co60,660$4.59M1.49%-40,20913F-HR/ATimeline
Wealthspire Advisors, LLC52,682$3.98M0.02%+5,81813F-HRTimeline
Farther Finance Advisors, LLC52,673$3.98M0.03%-14,85413F-HRTimeline
Physician Wealth Advisors, Inc.50,029$3.78M0.45%+70713F-HRTimeline
EVERPAR ADVISORS LLC48,653$3.68M1.05%+4,77713F-HRTimeline
RVW Wealth, LLC44,554$3.37M0.22%-42913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC41,279$3.12M0.07%-96513F-HRTimeline
Allworth Financial LP39,601$2.99M0.01%-2,65413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC38,911$2.94M0.51%+53713F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,508$2.87M<0.01%013F-HRTimeline
Hobbs Group Advisors, LLC36,134$2.73M0.72%013F-HRTimeline
Addison Advisors LLC34,140$2.58M1.22%-32,35213F-HRTimeline
UBS Group AGgroup of 2 filers holding32,978$2.49M-1,396Timeline
MAIMON WEALTH MANAGEMENT LTD.31,705$2.4M1.85%+3,80013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…28,705$2.17M0.31%-69813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO28,170$2.13M0.18%-2,58613F-HRTimeline
BFI Wealth Solutions, LLC27,661$2.09M1.55%-57913F-HRTimeline
NewEdge Advisors, LLC26,463$2M0.01%+12013F-HRTimeline
GSG Advisors LLC26,108$1.97M0.43%+2713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,367$1.92M0.12%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,198$1.91M<0.01%+19,44113F-HRTimelineGroup
Hershey Financial Advisers, LLC24,760$1.87M1.34%new13F-HRTimeline
Cetera Investment Advisers23,811$1.8M<0.01%+2,13713F-HRTimeline
Betterment LLC23,701$1.79M<0.01%-83413F-HRTimeline
Intelligence Driven Advisers, LLC22,682$1.72M0.28%-77913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,681$1.72M<0.01%+2413F-HRTimelineGroup
Stokes Family Office, LLC22,419$1.7M0.2%-11,53613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,611$1.63M<0.01%-102,66913F-HR/ATimelineGroup
XML Financial, LLC21,422$1.62M0.12%+13,20413F-HRTimeline
Merit Financial Group, LLC21,006$1.59M0.01%-2,89113F-HR/ATimeline
Creative Planningin group Creative Planning20,872$1.58M<0.01%-1,58413F-HRTimelineGroup
Herold Advisors, Inc.20,506$1.55M0.31%+7,76913F-HRTimeline
Partners in Financial Planning18,948$1.43M0.22%+3113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,947$1.43M<0.01%+8,58513F-HRTimelineGroup
Smith Salley Wealth Management18,832$1.42M0.06%013F-HRTimeline
MONECO ADVISORS, LLC18,822$1.42M0.09%+1513F-HRTimeline
Qube Research & Technologies Ltd18,036$1.36M<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,009$1.36M0.03%new13F-HRTimelineGroup
Elevation Capital Advisory, LLC17,588$1.33M0.51%-1,34413F-HRTimeline
Planned Solutions, Inc.16,984$1.28M0.37%+53013F-HRTimeline
Advisory Services Network, LLC16,754$1.27M0.01%+5813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,282$1.16M0.04%-2,01213F-HRTimelineGroup
Atria Investments, Inc14,444$1.09M0.01%+4,31013F-HRTimeline
JGP Wealth Management, LLC12,714$962K0.09%+2,39213F-HRTimeline
Sterling Investment Counsel, LLC12,381$936K0.22%+1,50013F-HRTimeline
Private Advisor Group, LLC12,283$929K<0.01%-13,68313F-HRTimeline
Kaydan Wealth Management, Inc.12,063$912K0.28%+4013F-HRTimeline
Savant Capital, LLC11,912$901K<0.01%new13F-HRTimeline
Tranquility Partners, LLC11,809$893K0.31%-9513F-HRTimeline
IEQ CAPITAL, LLC11,719$886K<0.01%+6,27413F-HRTimeline
Bellwether Advisors, LLC11,266$852K0.13%+2513F-HRTimeline
Foundations Investment Advisors, LLC10,890$824K0.01%-4213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…10,860$821K0.1%-35813F-HRTimeline
Atlas Legacy Advisors, LLC10,656$806K0.12%-1913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,579$800K0.01%new13F-HRTimeline
Twelve Points Wealth Management LLC10,467$792K0.16%-213F-HRTimeline
&PARTNERS10,400$786K<0.01%+31513F-HRTimeline
Savvy Advisors, Inc.10,318$780K0.02%+12413F-HRTimeline
MML INVESTORS SERVICES, LLC10,277$777K<0.01%+1,06013F-HRTimeline
Quadrant Private Wealth Management, LLC10,128$766K0.17%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,960$753K0.12%+93813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,918$750K<0.01%-17813F-HRTimelineGroup
LWM Advisory Services, LLC9,595$726K1.3%new13F-HRTimeline
RMR Wealth Builders9,193$695K0.04%-27113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,014$682K<0.01%+4,72613F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,743$661K0.06%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,460$640K<0.01%new13F-HRTimelineGroup
Frontier Asset Management, LLC8,161$617K0.11%+9713F-HRTimeline
Snowden Capital Advisors LLC8,056$609K0.01%+113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,948$601K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC7,907$598K<0.01%+113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,293$552K0.01%-6513F-HRTimelineGroup
Arax Advisory Partners6,688$506K<0.01%new13F-HRTimeline
Waverly Advisors, LLC6,478$490K<0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,475$490K<0.01%+12013F-HRTimeline
Versant Capital Management, Inc6,343$480K0.04%013F-HRTimeline
Retirement Planning Group, LLC6,229$471K0.01%-18613F-HRTimeline
Nuveen, LLCin group TIAA6,213$470K<0.01%new13F-HRTimelineGroup
MAI Capital Management6,117$463K<0.01%+913F-HRTimeline
Csenge Advisory Group5,911$447K0.02%new13F-HRTimeline
Stonebrook Private Inc.5,794$438K0.08%+2313F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,793$438K0.05%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,576$422K0.01%013F-HRTimelineGroup
Ledyard National Bank5,304$401K0.03%+15313F-HRTimeline
Sowell Financial Services LLC5,298$401K0.01%-69213F-HRTimeline
Joule Financial, LLC5,230$396K0.11%+94313F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,045$382K<0.01%013F-HRTimelineGroup
SFE Investment Counsel4,889$370K0.05%-48613F-HRTimeline
Flagship Private Wealth, LLC4,748$359K0.13%+5213F-HRTimeline
Capital Advisors, Ltd. LLC4,737$358K0.04%+80913F-HRTimeline
Steward Partners Investment Advisory, L…4,649$352K<0.01%-11113F-HRTimeline
D.A. DAVIDSON & CO.4,649$345K<0.01%013F-HRTimeline
Hurlow Wealth Management Group, Inc.4,480$339K0.07%013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…4,387$332K0.04%new13F-HRTimeline
AlphaCore Capital LLC4,320$327K0.01%-2113F-HRTimeline
TAGStone Capital, Inc.4,312$326K0.1%+3913F-HRTimeline
ANDERSON HOAGLAND & CO4,197$317K0.02%013F-HRTimeline
Strategic Blueprint, LLC4,166$315K0.02%-23913F-HRTimeline
Aptus Capital Advisors, LLC4,140$313K<0.01%013F-HRTimeline
L.K. Benson & Company, P.C.4,130$312K0.09%-84913F-HRTimeline
Ergawealth Advisors, Inc.4,097$310K0.12%+213F-HRTimeline
BOK Financial Private Wealth, Inc.4,056$307K0.02%-20113F-HRTimeline
Prime Capital Investment Advisors, LLC4,010$303K<0.01%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$302K0.02%013F-HRTimeline
Aprio Wealth Management, LLC3,858$292K0.01%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,807$288K+2,833Timeline
BetterWealth, LLC3,756$284K0.05%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,747$283K0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.3,745$283K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,735$282K<0.01%-1313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,639$275K<0.01%+3213F-HRTimelineGroup
IFP Advisors, Inc3,535$267K<0.01%+3,19613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,414$258K0.06%+21013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,289$249K<0.01%013F-HRTimelineGroup
Wright Wealth LLC3,133$237K0.14%-45013F-HRTimeline
GDS Wealth Management3,124$236K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors3,064$232K0.02%013F-HRTimelineGroup
Western Wealth Management, LLC3,058$231K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,933$222K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC2,926$221K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,830$214K<0.01%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,827$214K0.01%-14,30513F-HRTimelineGroup
Lantern Wealth Advisors, LLC2,798$212K0.1%new13F-HRTimeline
IHT Wealth Management, LLC2,746$208K<0.01%new13F-HRTimeline
Keebeck Wealth Management2,739$207K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,699$204K<0.01%+20313F-HRTimelineGroup
Financial Management, Inc.2,691$204K0.17%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,688$203K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,584$195K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,582$195K0.01%-98913F-HRTimeline
Morse Asset Management, Inc2,250$170K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,197$166K0.01%+613F-HRTimelineGroup