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Disclosery

LRGF ISHARES TR

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U 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.

HolderSharesValue% of portfolioChangeSource
Strategic Financial Services, Inc.3,821,219$245M13.18%+94,98513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,401,663$218M11.46%+10,93613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,099,726$135M23.01%+215,65313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,990,663$128M0.03%+111,24213F-HRTimelineGroup
SigFig Wealth Management, LLC1,978,894$126M4.17%+1,95413F-HRTimeline
Plancorp, LLC1,742,913$112M3.87%+149,07913F-HRTimeline
Ullmann Wealth Partners Group, LLC1,463,380$93.8M11.09%-58,02813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,131,417$72.6M<0.01%-109,64613F-HRTimelineGroup
Integrated Wealth Concepts LLC1,112,784$71.4M0.72%-17613F-HRTimeline
Clearwater Capital Advisors, LLC1,067,110$68.4M6.25%+6,23013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC776,204$49.8M0.01%+22,46413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/770,165$49.4M<0.01%+458,07913F-HRTimelineGroup
Compound Planning, Inc.731,834$46.9M1.77%+34,49613F-HRTimeline
Cardinal Point Capital Management ULC697,614$44.7M3.54%+16,59813F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC650,407$41.7M6.66%-3,26813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY622,359$39.9M<0.01%-64,21813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.582,939$37.4M0.07%+420,32113F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth541,548$34.7M0.08%+22,03913F-HRTimelineGroup
EWA, LLC508,281$32.6M10.26%+18,63513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding501,377$32.2M+44,685Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding486,763$31.2M+44,065Timeline
CORA CAPITAL ADVISORS LLC485,100$31.1M13.85%+2,29513F-HRTimeline
Pettinga Financial Advisors LLC442,817$28.4M6.22%-11,71513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC378,734$24.3M1.76%-10,31413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.369,031$23.7M5.31%-42,06313F-HRTimeline
Modern Wealth Management, LLC307,221$19.7M0.49%+65,78013F-HR/ATimeline
Beirne Wealth Consulting Services, LLC305,510$19.6M6.35%-30,99013F-HRTimeline
LPL Financial LLC296,021$19M0.01%+77,22013F-HRTimeline
Acropolis Investment Management, LLC229,860$14.7M0.81%+21,99113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…219,049$14M0.01%+89,17613F-HRTimelineGroup
DDFG, Inc218,849$14M3.53%+4,81913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…212,946$13.8M0.02%+4,66313F-HRTimeline
FOSTER & MOTLEY INC206,060$13.2M0.76%-3,53413F-HRTimeline
Stonebridge Financial Group, LLC189,150$12.1M1.18%-28,87613F-HRTimeline
World Investment Advisors184,701$11.8M0.27%+23,02813F-HRTimeline
HighTower Advisors, LLC166,162$10.7M0.01%-2,98213F-HRTimeline
Family Capital Trust Co161,174$10.3M3.58%-67013F-HRTimeline
LifeGoal Investments, LLC155,356$9.96M9.47%+39,54213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP151,700$9.73M0.02%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC147,701$9.47M0.01%+10,20113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.141,058$9.05M<0.01%-3713F-HRTimelineGroup
Obsido Oy140,452$9.01M6.84%+6,13313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP133,227$8.54M0.01%+1,66413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC129,193$8.29M0.01%-46,77013F-HRTimeline
HB Wealth Management, LLC122,769$7.87M0.06%-25,24913F-HRTimeline
Parallel Advisors, LLC121,446$7.79M0.16%+21,69213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,819$7.68M<0.01%+2,56013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS115,469$7.41M0.02%+77,70613F-HRTimeline
FORTE ASSET MANAGEMENT LLC113,322$7.27M3.7%+4,10513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP109,882$7M0.01%+3,77413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…107,992$6.93M0.16%-4,16813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,633$6.58M<0.01%+13,13313F-HR/ATimelineGroup
Nova R Wealth, Inc.100,637$6.45M3%+25813F-HRTimeline
Sterneck Capital Management, LLC93,636$6M3.05%-17813F-HRTimeline
CWM, LLCin group CWM, LLC93,533$6M0.02%+24913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.92,851$5.95M0.15%-52,04213F-HRTimelineGroup
KM Capital Management Ltd.91,986$5.9M2.91%+39,35913F-HRTimeline
Quantinno Capital Management LP86,236$5.53M0.02%+3,46213F-HRTimeline
Farther Finance Advisors, LLC85,928$5.51M0.11%+88713F-HRTimeline
Gilbert Capital Group, Inc.84,437$5.41M4.49%13F-HRTimeline
Wescott Financial Advisory Group, LLC79,263$5.08M0.49%-4,52613F-HRTimeline
Heck Capital Advisors, LLC79,122$5.07M0.44%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC78,573$5.04M2.06%-2,38713F-HRTimeline
Addison Advisors LLC68,370$4.38M1.09%-92613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,877$4.35M0.21%+12013F-HRTimelineGroup
Kingsview Wealth Management, LLC67,197$4.31M0.07%-77513F-HRTimeline
RHS Financial, LLC64,957$4.17M2.37%+13,13313F-HRTimeline
WIN ADVISORS, INC63,421$4.07M1.96%+31,55713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC60,423$3.87M<0.01%-8,24513F-HRTimelineGroup
Vise Technologies, Inc.56,094$3.6M0.15%13F-HRTimeline
Wealthspire Advisors, LLC52,092$3.34M0.02%-17813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC51,042$3.27M0.01%+17513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …49,016$3.26M0.12%-1,48813F-HRTimelineGroup
RVW Wealth, LLC45,015$2.89M0.25%-36513F-HRTimeline
Allworth Financial LP44,580$2.86M0.01%-2,55913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,585$2.73M0.07%-83613F-HRTimeline
Stokes Family Office, LLC41,682$2.67M0.28%-245,61313F-HRTimeline
Physician Wealth Advisors, Inc.39,249$2.52M0.4%+92513F-HRTimeline
Hobbs Group Advisors, LLC36,563$2.34M0.8%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…34,301$2.2M0.36%-4,59213F-HRTimeline
UBS Group AGin group UBS Group AG33,970$2.18M<0.01%-2,85713F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO32,885$2.11M0.53%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,633$2.09M<0.01%-11,72913F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,335$1.82M0.01%-25313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC27,856$1.79M0.45%+6,51513F-HRTimeline
MONECO ADVISORS, LLC26,909$1.73M0.16%-50713F-HRTimeline
GSG Advisors LLC25,992$1.67M0.48%-3,47113F-HRTimeline
Hershey Financial Advisers, LLC25,141$1.61M1.44%13F-HRTimeline
Betterment LLC24,567$1.57M<0.01%-21113F-HRTimeline
Smith Salley Wealth Management24,552$1.57M0.09%013F-HRTimeline
Edge Financial Advisors LLC24,380$1.56M0.82%new13F-HRTimeline
Intelligence Driven Advisers, LLC23,381$1.5M0.23%+6,03513F-HRTimeline
JFS WEALTH ADVISORS, LLC22,084$1.42M0.09%-1,79713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,382$1.37M<0.01%-1,48013F-HRTimelineGroup
Creative Planningin group Creative Planning21,104$1.35M<0.01%-33313F-HRTimelineGroup
Cetera Investment Advisers20,866$1.34M<0.01%-1,47413F-HRTimeline
Partners in Financial Planning19,449$1.25M0.23%-56513F-HRTimeline
Planned Solutions, Inc.19,185$1.23M0.47%+23313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,632$1.13M0.04%013F-HRTimelineGroup
Advisory Services Network, LLC16,798$1.1M0.02%-2,34313F-HRTimeline
NewEdge Advisors, LLC16,384$1.05M0.01%+1,03213F-HRTimeline
Merit Financial Group, LLC14,316$918K0.01%+41913F-HRTimeline
RMR Wealth Builders13,550$869K0.08%new13F-HRTimeline
Versant Capital Management, Inc12,962$831K0.13%013F-HRTimeline
Kaydan Wealth Management, Inc.12,950$830K0.27%-99013F-HRTimeline
NFSG Corp12,800$821K0.13%new13F-HRTimeline
Tranquility Partners, LLC12,615$809K0.29%013F-HRTimeline
Private Advisor Group, LLC12,573$806K<0.01%-613F-HRTimeline
FMR LLCin group FMR LLC11,868$761K<0.01%+1,19613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,758$754K<0.01%-3,79313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…11,218$719K0.12%+5,02613F-HRTimeline
Atlas Legacy Advisors, LLC10,503$674K0.15%013F-HRTimeline
Twelve Points Wealth Management LLC10,471$672K0.18%-16113F-HRTimeline
Bellwether Advisors, LLC10,240$657K0.11%+1813F-HRTimeline
Quadrant Private Wealth Management, LLC10,196$654K0.14%-4,35813F-HRTimeline
Atria Investments, Inc10,134$650K0.01%013F-HRTimeline
Retirement Planning Group, LLC9,895$635K0.03%-3713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,793$628K0.01%+3,43113F-HRTimelineGroup
Snowden Capital Advisors LLC9,399$603K0.02%013F-HRTimeline
TAGStone Capital, Inc.8,878$586K0.24%+5313F-HRTimeline
Sowell Financial Services LLC8,968$575K0.02%-813F-HRTimeline
Foundations Investment Advisors, LLC8,393$538K0.01%new13F-HRTimeline
Weil Company, Inc.8,322$534K0.14%-9,09913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,177$524K0.01%-40713F-HRTimelineGroup
Janney Montgomery Scott LLC8,055$517K<0.01%-12413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,959$510K0.01%-15913F-HRTimelineGroup
Parkside Financial Bank & Trust7,661$491K0.05%-6013F-HRTimeline
&PARTNERS7,568$481K<0.01%-27713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,367$472K<0.01%-27,89913F-HRTimelineGroup
Wealthfront Advisers LLC6,934$445K<0.01%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,333$406K0.08%-14113F-HRTimeline
Qube Research & Technologies Ltd5,864$376K<0.01%new13F-HRTimeline
Ledyard National Bank5,862$376K0.04%-23213F-HRTimeline
JGP Wealth Management, LLC5,840$375K0.05%+40513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,835$374K0.02%+17313F-HRTimeline
NorthRock Partners, LLC5,618$360K0.01%013F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,588$358K<0.01%+27313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,576$358K0.01%013F-HRTimelineGroup
SFE Investment Counsel5,475$351K0.06%-28613F-HRTimeline
Savvy Advisors, Inc.5,447$349K0.02%013F-HRTimeline
IEQ CAPITAL, LLC5,395$346K<0.01%new13F-HRTimeline
Ergawealth Advisors, Inc.5,082$326K0.15%-1,49313F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,045$324K<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.4,958$318K0.2%+713F-HRTimeline
Capital Advisors, Ltd. LLC4,911$315K0.04%-19313F-HRTimeline
Signature Resources Capital Management,…4,682$300K0.18%013F-HRTimeline
Flagship Private Wealth, LLC4,537$291K0.12%+1213F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,526$290K<0.01%-1,32013F-HRTimeline
Steward Partners Investment Advisory, L…4,522$290K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,513$289K0.09%new13F-HRTimeline
MAI Capital Management4,483$288K<0.01%-8513F-HRTimeline
BOK Financial Private Wealth, Inc.4,257$273K0.02%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,246$272K0.05%013F-HRTimeline
ANDERSON HOAGLAND & CO4,197$269K0.03%013F-HRTimeline
Fort Point Capital Partners LLC4,170$267K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,158$267K<0.01%+713F-HRTimeline
Columbus Macro, LLC4,143$266K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC4,140$266K<0.01%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$256K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,747$240K0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.3,745$240K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,607$231K<0.01%-1,34113F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors3,494$224K0.02%-38413F-HRTimelineGroup
IHT Wealth Management, LLC3,484$223K0.01%-5013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,239$208K0.02%new13F-HRTimeline
GDS Wealth Management3,127$201K0.01%new13F-HRTimeline
Goodman Advisory Group, LLC2,625$168K0.06%-17,71013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,571$165K0.21%013F-HRTimeline
Morse Asset Management, Inc2,500$160K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,359$151K0.01%+713F-HRTimelineGroup
AdvisorNet Financial, Inc2,303$148K0.01%+713F-HRTimeline
Hemington Wealth Management2,117$135K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,677$108K<0.01%013F-HRTimeline
JNBA Financial Advisors1,615$104K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,529$98.1K<0.01%-43,98813F-HRTimelineGroup
Clearstead Advisors, LLC1,527$97.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,496$95.9K0.04%013F-HRTimeline
Sunbelt Securities, Inc.1,164$70.2K0.01%+2713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC941$60.3K<0.01%-3,86613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL891$57.1K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC648$41.6K0.02%+113F-HRTimeline
Integrity Financial Corp /WA591$37.9K0.02%013F-HRTimeline
Avalon Trust Co580$37.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV477$30.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC452$29K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…443$28.5K<0.01%+8113F-HRTimeline
WOLFF WIESE MAGANA LLC420$26.9K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC376$24.1K<0.01%-1,18513F-HRTimelineGroup
Rialto Wealth Management, LLC359$23K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.344$22K0.01%+3613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO342$21.9K<0.01%013F-HRTimelineGroup
Caldwell Trust Co335$21.5K<0.01%013F-HRTimeline
AE Wealth Management LLC325$20.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC323$20.6K<0.01%-47813F-HRTimeline
ORG Partners LLC317$20.4K<0.01%+113F-HRTimeline
COMERICA BANK264$16.9K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.210$13.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\193$12.4K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.150$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group150$9.62K<0.01%new13F-HR/ATimeline