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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

216 managers (218 13F filers) reported a position in LRGF shares at 2025-09-30, 37,723,914 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
216
13F filers
218
New
22
Added
81
Reduced
76
Sold out
17
Shares held by filers
37,723,914

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.3,808,047$263M13.2%-13,17213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,482,847$241M11.77%+81,18413F-HRTimeline
SigFig Wealth Management, LLC2,488,623$172M5.3%+509,72913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,420,564$167M0.03%+429,90113F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,220,567$153M23.73%+120,84113F-HRTimelineGroup
Plancorp, LLC1,806,892$125M3.92%+63,97913F-HRTimeline
Ullmann Wealth Partners Group, LLC1,407,083$97.2M10.62%-56,29713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,074,504$74.2M<0.01%-56,91313F-HR/ATimelineGroup
Integrated Wealth Concepts LLC1,066,448$73.7M0.66%-46,33613F-HRTimeline
Clearwater Capital Advisors, LLC1,062,921$73.4M6.26%-4,18913F-HRTimeline
Compound Planning, Inc.801,315$55.4M1.79%+69,48113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC776,576$53.7M0.01%+37213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/766,637$53M<0.01%-3,52813F-HR/ATimelineGroup
Cardinal Point Capital Management ULC722,756$49.4M3.46%+25,14213F-HRTimeline
EWA, LLC706,148$48.8M13.5%+197,86713F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC653,264$45.1M6.61%+2,85713F-HRTimeline
Modern Wealth Management, LLC648,941$44.8M0.89%+341,72013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY598,971$41.4M<0.01%-23,38813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding555,418$38.4M+54,041Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.561,493$37.6M0.05%-21,44613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth538,109$37.2M0.06%-3,43913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding536,901$37.1M+50,138Timeline
CORA CAPITAL ADVISORS LLC497,055$34.3M14.6%+11,95513F-HRTimeline
Pettinga Financial Advisors LLC474,408$32.8M6.39%+31,59113F-HRTimeline
DDFG, Inc357,774$24.7M5.71%+138,92513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC357,409$24.7M1.63%-21,32513F-HRTimeline
Conrad Siegel Investment Advisors, Inc.355,459$24.6M5.15%-13,57213F-HRTimeline
LPL Financial LLC330,972$22.9M0.01%+34,95113F-HRTimeline
Beirne Wealth Consulting Services, LLC305,424$21.1M5.06%-8613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…249,067$17.2M0.01%+30,01813F-HRTimelineGroup
Acropolis Investment Management, LLC231,813$14.9M0.76%+1,95313F-HRTimeline
FOSTER & MOTLEY INC205,823$14.2M0.77%-23713F-HRTimeline
Stonebridge Financial Group, LLC192,286$13.3M1.17%+3,13613F-HRTimeline
World Investment Advisors180,820$12.5M0.26%-3,88113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…181,100$12.5M0.02%-31,84613F-HRTimeline
LifeGoal Investments, LLC172,924$12M9.93%+17,56813F-HRTimeline
HighTower Advisors, LLC166,963$11.5M0.01%+80113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC158,120$10.9M0.01%+10,41913F-HRTimelineGroup
Quantinno Capital Management LP154,302$10.7M0.03%+68,06613F-HRTimeline
Obsido Oy150,773$10.4M6.93%+10,32113F-HRTimeline
Parallel Advisors, LLC145,962$10.1M0.18%+24,51613F-HRTimeline
HB Wealth Management, LLC141,051$9.74M0.07%+18,28213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.136,428$9.42M<0.01%-4,63013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC128,329$8.87M0.01%-86413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP127,968$8.84M0.01%-5,25913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC127,226$8.79M<0.01%+7,40713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP121,440$8.35M0.01%+11,55813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.119,348$8.24M0.16%new13F-HRTimeline
CWM, LLCin group CWM, LLC118,221$8.17M0.02%+24,68813F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC113,012$7.81M3.76%-31013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…106,067$7.33M0.16%-1,92513F-HRTimelineGroup
Family Capital Trust Co105,804$7.31M2.45%-55,37013F-HRTimeline
Nova R Wealth, Inc.100,836$6.97M2.95%+19913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,612$6.74M<0.01%-5,02113F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.97,437$6.73M0.16%+4,58613F-HRTimelineGroup
Sterneck Capital Management, LLC93,295$6.44M3%-34113F-HRTimeline
KM Capital Management Ltd.90,376$6.24M2.89%-1,61013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS89,707$6.2M0.01%-25,76213F-HRTimeline
Gilbert Capital Group, Inc.85,300$5.89M4.56%+86313F-HRTimeline
Heck Capital Advisors, LLC80,598$5.57M0.43%+1,47613F-HRTimeline
Wescott Financial Advisory Group, LLC78,844$5.45M0.49%-41913F-HRTimeline
ShoreHaven Wealth Partners, LLC78,558$5.43M2.01%-1513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC73,375$5.07M<0.01%+12,95213F-HRTimelineGroup
Kingsview Wealth Management, LLC69,951$4.83M0.07%+2,75413F-HRTimeline
Addison Advisors LLC68,302$4.72M1.09%-6813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.68,012$4.7M0.2%+13513F-HRTimelineGroup
RHS Financial, LLC65,467$4.52M2.35%+51013F-HRTimeline
Vise Technologies, Inc.62,364$4.31M0.16%+6,27013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,058$4.01M<0.01%+25,42513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC51,523$3.56M0.01%+48113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …49,024$3.44M0.12%+813F-HRTimelineGroup
Stokes Family Office, LLC49,829$3.44M0.33%+8,14713F-HRTimeline
Wealthspire Advisors, LLC48,718$3.37M0.02%-3,37413F-HRTimeline
Physician Wealth Advisors, Inc.45,708$3.16M0.45%+6,45913F-HRTimeline
RVW Wealth, LLC44,983$3.11M0.24%-3213F-HRTimeline
Allworth Financial LP43,506$3.01M0.01%-1,07413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,546$2.94M0.07%-3913F-HRTimeline
Hobbs Group Advisors, LLC36,563$2.53M0.79%013F-HRTimeline
UBS Group AGin group UBS Group AG36,506$2.52M<0.01%+2,53613F-HRTimelineGroup
Farther Finance Advisors, LLC34,666$2.39M0.04%-51,26213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…31,880$2.2M0.35%-2,42113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,090$2.15M0.56%+3,23413F-HRTimeline
Cambridge Investment Research Advisors,…28,017$1.94M0.01%-31813F-HRTimeline
GSG Advisors LLC26,021$1.8M0.48%+2913F-HRTimeline
Betterment LLC24,771$1.71M<0.01%+20413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,970$1.59M<0.01%+1,58813F-HRTimelineGroup
Intelligence Driven Advisers, LLC22,794$1.57M0.22%-58713F-HRTimeline
MONECO ADVISORS, LLC22,573$1.56M0.13%-4,33613F-HRTimeline
Edge Financial Advisors LLC22,169$1.53M0.69%-2,21113F-HRTimeline
Creative Planningin group Creative Planning22,150$1.53M<0.01%+1,04613F-HRTimelineGroup
Cetera Investment Advisers22,029$1.52M<0.01%+1,16313F-HRTimeline
Partners in Financial Planning19,195$1.33M0.23%-25413F-HRTimeline
Smith Salley Wealth Management19,174$1.32M0.07%-5,37813F-HRTimeline
Planned Solutions, Inc.18,846$1.3M0.45%-33913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,799$1.23M0.05%+16713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,744$1.23M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC17,080$1.18M0.02%+28213F-HRTimeline
&PARTNERS16,833$1.16M0.01%+9,26513F-HRTimeline
NewEdge Advisors, LLC15,719$1.09M<0.01%-66513F-HRTimeline
Qube Research & Technologies Ltd14,898$1.03M<0.01%+9,03413F-HRTimeline
Merit Financial Group, LLC14,354$992K0.01%+3813F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,480$931K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc12,962$895K0.12%013F-HRTimeline
Kaydan Wealth Management, Inc.12,877$890K0.25%-7313F-HRTimeline
Tranquility Partners, LLC12,615$871K0.29%013F-HRTimeline
Private Advisor Group, LLC12,548$867K<0.01%-2513F-HRTimeline
Sowell Financial Services LLC12,509$864K0.03%+3,54113F-HRTimeline
Summit Financial, LLC12,436$859K0.01%new13F-HRTimeline
NFSG Corp12,409$857K0.13%-39113F-HRTimeline
FMR LLCin group FMR LLC12,325$851K<0.01%+45713F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…11,218$775K0.11%013F-HRTimeline
Sterling Investment Counsel, LLC10,881$752K0.24%new13F-HRTimeline
Atlas Legacy Advisors, LLC10,598$732K0.14%+9513F-HRTimeline
MML INVESTORS SERVICES, LLC10,528$727K<0.01%-1,23013F-HRTimeline
Twelve Points Wealth Management LLC10,471$723K0.18%013F-HRTimeline
Bellwether Advisors, LLC10,323$713K0.12%+8313F-HRTimeline
Atria Investments, Inc10,134$700K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC10,128$700K0.13%-6813F-HRTimeline
Retirement Planning Group, LLC9,985$690K0.02%+9013F-HRTimeline
RMR Wealth Builders9,864$681K0.06%-3,68613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,819$678K<0.01%+2613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC9,518$657K0.04%-12,56613F-HRTimeline
Snowden Capital Advisors LLC9,186$635K0.02%-21313F-HRTimeline
Foundations Investment Advisors, LLC8,836$610K0.01%+44313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,500$587K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC8,473$585K<0.01%+41813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,948$549K0.01%-1113F-HRTimelineGroup
JGP Wealth Management, LLC7,817$542K0.06%+1,97713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,781$537K0.01%-39613F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC7,656$529K0.1%+1,32313F-HRTimeline
Parkside Financial Bank & Trust7,187$496K0.04%-47413F-HRTimeline
Weil Company, Inc.6,334$438K0.11%-1,98813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,327$437K<0.01%+73913F-HRTimeline
Ledyard National Bank5,810$401K0.04%-5213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,576$385K0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.5,447$376K0.02%013F-HRTimeline
IEQ CAPITAL, LLC5,411$374K<0.01%+1613F-HRTimeline
SFE Investment Counsel5,375$371K0.06%-10013F-HRTimeline
NorthRock Partners, LLC5,218$360K0.01%-40013F-HRTimeline
Ergawealth Advisors, Inc.5,086$351K0.16%+413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,045$349K<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.4,964$343K0.18%+613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,686$324K<0.01%+16013F-HRTimeline
Steward Partners Investment Advisory, L…4,646$321K<0.01%+12413F-HRTimeline
Flagship Private Wealth, LLC4,602$318K0.13%+6513F-HRTimeline
MAI Capital Management4,483$310K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,257$294K0.02%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,246$293K0.05%013F-HRTimeline
TAGStone Capital, Inc.4,240$293K0.12%-4,63813F-HRTimeline
ANDERSON HOAGLAND & CO4,197$290K0.03%013F-HRTimeline
Columbus Macro, LLC4,143$286K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC4,140$286K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,009$277K<0.01%-14913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$276K0.02%013F-HRTimeline
Herold Advisors, Inc.3,982$275K0.06%new13F-HRTimeline
Capital Advisors, Ltd. LLC3,927$271K0.03%-98413F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,747$259K0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.3,745$259K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,688$255K0.08%-82513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,607$249K<0.01%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.3,477$240K0.07%new13F-HRTimeline
IHT Wealth Management, LLC3,455$239K0.01%-2913F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors3,294$228K0.02%-20013F-HRTimelineGroup
Elevation Capital Advisory, LLC3,282$227K0.09%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,255$225K0.01%-2,58013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,239$224K0.02%013F-HRTimeline
GDS Wealth Management3,124$216K0.01%-313F-HRTimeline
Western Wealth Management, LLC3,056$211K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,006$208K0.01%new13F-HRTimelineGroup
Stonebrook Private Inc.2,985$206K0.04%new13F-HRTimeline
LexAurum Advisors, LLC2,926$202K0.03%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,921$202K0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,571$178K0.24%013F-HRTimeline
Morse Asset Management, Inc2,500$173K0.03%013F-HRTimeline
Keystone Financial Group2,426$168K0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,321$160K0.01%-3813F-HRTimelineGroup
Goodman Advisory Group, LLC2,304$159K0.04%-32113F-HRTimeline
Signature Resources Capital Management,…2,114$146K0.08%-2,56813F-HRTimeline
Geneos Wealth Management Inc.1,677$116K<0.01%013F-HRTimeline
JNBA Financial Advisors1,615$112K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,527$105K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,196$82.6K0.03%-30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,127$77.8K<0.01%+18613F-HRTimelineGroup
Sunbelt Securities, Inc.1,032$71.3K<0.01%-13213F-HRTimeline
BLAIR WILLIAM & CO/IL831$57.4K<0.01%-6013F-HRTimeline
MATHER GROUP, LLC.766$52.9K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA592$40.9K0.02%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC584$40.4K0.02%-6413F-HRTimeline
Avalon Trust Co580$40.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV477$33K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC439$30.3K<0.01%+6313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC420$29K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.345$24K0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO342$23.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC342$23.6K<0.01%+1713F-HRTimeline
Caldwell Trust Co335$23.1K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC334$23.1K0.01%-2513F-HRTimeline
Smartleaf Asset Management LLC323$22.3K<0.01%013F-HRTimeline
ORG Partners LLC318$22K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC302$20.9K<0.01%new13F-HRTimeline