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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

250 managers (255 13F filers) reported a position in LRGF shares at 2026-06-30, 41,018,139 shares in all. 27 filers opened a position and 13 filers sold out during the quarter.

Managers
250
13F filers
255
New
27
Added
88
Reduced
77
Sold out
13
Shares held by filers
41,018,139

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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,197$166K0.01%+613F-HRTimelineGroup
Signature Resources Capital Management,…2,114$160K0.06%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,972$149K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,898$144K<0.01%+24413F-HRTimelineGroup
JNBA Financial Advisors1,615$122K0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,600$121K0.06%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,575$119K<0.01%+48813F-HRTimelineGroup
Clearstead Advisors, LLC1,527$115K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,460$110K<0.01%+7513F-HRTimeline
Avion Wealth1,266$95K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.1,196$90.5K0.03%013F-HRTimeline
CENTRAL TRUST Co1,010$76.4K<0.01%new13F-HRTimeline
MidFirst Bank929$70.3K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.870$65.8K0.01%013F-HRTimeline
Key Financial Inc860$65K0.01%013F-HRTimeline
Integrity Financial Corp /WA596$45.1K0.02%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC584$44.2K0.02%013F-HRTimeline
Avalon Trust Co580$43.9K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC551$41.7K0.03%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV477$36.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL453$34.3K<0.01%-18013F-HRTimeline
WOLFF WIESE MAGANA LLC420$31.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…362$27.4K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO342$25.9K<0.01%013F-HRTimelineGroup
Triumph Capital Management336$25.4K<0.01%013F-HRTimeline
Caldwell Trust Co335$25.3K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC325$24.6K<0.01%-913F-HRTimeline
Smartleaf Asset Management LLC323$24.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.322$24K0.01%+113F-HRTimeline
PRIVATE TRUST CO NA300$22.7K<0.01%013F-HRTimeline
JDM Financial Group LLC289$21.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…264$20K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…261$19.7K<0.01%013F-HRTimelineGroup
Piscataqua Savings Bank235$17.8K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.210$15.9K<0.01%013F-HRTimeline
Key Capital Management, INC202$15.3K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\193$14.6K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.150$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.135$10.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.134$10.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.126$9.49K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…118$8.91K<0.01%-84113F-HRTimeline
Realta Investment Advisors53$4.02K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50$3.78K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …41$3.09K<0.01%+3113F-HRTimelineGroup
Cheviot Value Management, LLC40$3.02K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC26$1.97K<0.01%-213F-HRTimeline
Continuum Advisory, LLC24$1.81K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$1.13K<0.01%-2013F-HRTimelineGroup
WEST PACES ADVISORS INC.11$832<0.01%013F-HRTimeline