LRGF ISHARES TR
FollowU S EQUITY FACTR (fund)
212 managers (214 13F filers) reported a position in LRGF shares at 2025-06-30, 35,816,502 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.
- Managers
- 212
- 13F filers
- 214
- New
- 22
- Added
- 69
- Reduced
- 73
- Sold out
- 17
- Shares held by filers
- 35,816,502
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Nova Wealth Management, Inc. | 148 | $9.49K | 0.01% | +13 | 13F-HRTimeline |
| IFP Advisors, Inc | 142 | $9.11K | <0.01% | 0 | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 95 | $6.09K | <0.01% | 0 | 13F-HRTimelineGroup |
| Realta Investment Advisors | 91 | $5.84K | <0.01% | -52 | 13F-HRTimeline |
| Investors Research Corp | 86 | $5.51K | <0.01% | 0 | 13F-HRTimeline |
| Briaud Financial Planning Inc | 51 | $3K | <0.01% | new | 13F-HRTimeline |
| Cheviot Value Management, LLC | 40 | $2.64K | <0.01% | 0 | 13F-HRTimeline |
| Asset Dedication, LLC | 26 | $1.67K | <0.01% | new | 13F-HRTimeline |
| SIGNATUREFD, LLC | 23 | $1.48K | <0.01% | new | 13F-HRTimeline |
| Park Square Financial Group, LLC | 7 | $449 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. | |
| Strategic Wealth Investment Group, LLC | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |