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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

233 managers (236 13F filers) reported a position in LRGF shares at 2025-12-31, 38,177,665 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
233
13F filers
236
New
26
Added
77
Reduced
70
Sold out
14
Shares held by filers
38,177,665

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,912,625$273M12.58%+104,57813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,559,478$247M11.82%+76,63113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,601,518$181M0.04%+180,95413F-HRTimelineGroup
SigFig Wealth Management, LLC2,529,572$176M5.23%+40,94913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,346,333$163M23.52%+125,76613F-HRTimelineGroup
Plancorp, LLC1,865,077$129M3.91%+58,18513F-HRTimeline
Ullmann Wealth Partners Group, LLC1,216,690$85.3M8.88%-190,39313F-HRTimeline
Clearwater Capital Advisors, LLC1,067,964$74.1M6.18%+5,04313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,045,948$72.6M<0.01%-28,55613F-HRTimelineGroup
Modern Wealth Management, LLC856,823$59.5M1.08%+207,88213F-HRTimeline
Compound Planning, Inc.797,455$55.4M1.64%-3,86013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC754,504$52.4M0.01%-22,07213F-HRTimelineGroup
Cardinal Point Capital Management ULC741,187$51.5M3.36%+18,43113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/731,264$50.8M<0.01%-35,37313F-HRTimelineGroup
EWA, LLC728,527$50.6M12.35%+22,37913F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC655,275$45.5M6.47%+2,01113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding607,382$42.2M+51,964Timeline
MORGAN STANLEYin group MORGAN STANLEY597,630$41.5M<0.01%-1,34113F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding580,953$40.3M+44,052Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.553,157$38.4M0.06%-8,33613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth533,029$37M0.04%-5,08013F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC517,867$36M14.01%+20,81213F-HRTimeline
Pettinga Financial Advisors LLC485,038$33.7M6.39%+10,63013F-HRTimeline
LPL Financial LLC380,893$26.4M0.01%+49,92113F-HRTimeline
DDFG, Inc364,955$25.3M5.55%+7,18113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.357,608$24.8M4.71%+2,14913F-HRTimeline
Acropolis Investment Management, LLC312,356$21.7M0.98%+80,54313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC309,639$21.5M1.39%-47,77013F-HRTimeline
Beirne Wealth Consulting Services, LLC303,492$21.1M6.1%-1,93213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…280,140$19.5M0.01%+31,07313F-HR/ATimelineGroup
LifeGoal Investments, LLC214,078$14.9M9.9%+41,15413F-HRTimeline
Integrated Wealth Concepts LLC212,954$14.8M0.18%-853,49413F-HRTimeline
FOSTER & MOTLEY INC211,452$14.7M0.78%+5,62913F-HRTimeline
Stonebridge Financial Group, LLC195,497$13.6M1.16%+3,21113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…172,478$12.1M0.02%-8,62213F-HRTimeline
World Investment Advisors172,712$12M0.2%-8,10813F-HR/ATimeline
HighTower Advisors, LLC164,706$11.4M0.01%-2,25713F-HRTimeline
Obsido Oy159,945$11.1M6.82%+9,17213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,208$11M<0.01%+30,98213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC154,770$10.7M0.01%-3,35013F-HRTimelineGroup
Parallel Advisors, LLC151,188$10.5M0.19%+5,22613F-HRTimeline
Quantinno Capital Management LP144,976$10.1M0.02%-9,32613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.140,810$9.78M<0.01%+4,38213F-HRTimelineGroup
HB Wealth Management, LLC140,339$9.74M0.06%-71213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP136,800$9.5M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135,407$9.4M0.01%+13,96713F-HRTimelineGroup
CWM, LLCin group CWM, LLC129,394$8.98M0.02%+11,17313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC126,788$8.8M0.01%-1,54113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP126,346$8.77M0.01%-1,62213F-HR/ATimelineGroup
EVOLVE PRIVATE WEALTH, LLC121,259$8.42M0.5%13F-HRTimeline
Vestmark Advisory Solutions, Inc.116,561$8.09M0.11%-2,78713F-HRTimeline
FORTE ASSET MANAGEMENT LLC111,585$7.75M3.52%-1,42713F-HRTimeline
Family Capital Trust Co105,382$7.32M2.39%-42213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,445$7.11M<0.01%+4,83313F-HRTimelineGroup
Nova R Wealth, Inc.102,195$7.1M2.59%+1,35913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.94,839$6.58M0.14%-2,59813F-HRTimelineGroup
Sterneck Capital Management, LLC93,296$6.48M2.92%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS91,159$6.33M0.01%+1,45213F-HRTimeline
KM Capital Management Ltd.90,582$6.29M3.21%+20613F-HRTimeline
Vise Technologies, Inc.89,776$6.23M0.12%+27,41213F-HRTimeline
Heck Capital Advisors, LLC83,311$5.78M0.43%+2,71313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC78,506$5.45M<0.01%+5,13113F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC77,074$5.35M1.92%-1,48413F-HRTimeline
Wescott Financial Advisory Group, LLC77,035$5.35M0.47%-1,80913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…72,372$5.02M0.1%-33,69513F-HRTimelineGroup
Kingsview Wealth Management, LLC68,695$4.77M0.07%-1,25613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.68,572$4.76M0.21%+56013F-HRTimelineGroup
Addison Advisors LLC67,177$4.66M1.05%-1,12513F-HRTimeline
RHS Financial, LLC67,068$4.66M2.27%+1,60113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,058$4.03M<0.01%013F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC50,117$3.48M0.01%-1,40613F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,389$3.38M0.11%-63513F-HRTimelineGroup
Wealthspire Advisors, LLC47,833$3.32M0.03%-88513F-HRTimeline
Physician Wealth Advisors, Inc.47,730$3.31M0.46%+2,02213F-HRTimeline
Stokes Family Office, LLC47,247$3.28M0.3%-2,58213F-HRTimeline
RVW Wealth, LLC44,983$3.12M0.24%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,908$3.05M<0.01%new13F-HRTimeline
Allworth Financial LP43,432$3.02M0.01%-7413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,316$2.94M0.07%-23013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,974$2.91M<0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding38,123$2.65M+1,617Timeline
MAGNOLIA CAPITAL ADVISORS LLC37,803$2.62M0.55%+6,71313F-HRTimeline
EVERPAR ADVISORS LLC37,302$2.59M0.96%new13F-HRTimeline
Hobbs Group Advisors, LLC36,134$2.51M0.76%-42913F-HRTimeline
Farther Finance Advisors, LLC34,454$2.39M0.03%-21213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO31,145$2.16M0.29%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…30,554$2.12M0.33%-1,32613F-HRTimeline
Cambridge Investment Research Advisors,…28,563$1.98M0.01%+54613F-HRTimeline
BFI Wealth Solutions, LLC28,436$1.97M1.88%13F-HRTimeline
GSG Advisors LLC26,059$1.81M0.47%+3813F-HRTimeline
Betterment LLC24,937$1.73M<0.01%+16613F-HRTimeline
Hershey Financial Advisers, LLC24,744$1.72M1.45%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,516$1.7M<0.01%+1,54613F-HRTimelineGroup
MONECO ADVISORS, LLC22,608$1.57M0.12%+3513F-HRTimeline
Cetera Investment Advisers22,223$1.54M<0.01%+19413F-HRTimeline
Edge Financial Advisors LLC22,146$1.54M0.65%-2313F-HRTimeline
Creative Planningin group Creative Planning22,085$1.53M<0.01%-6513F-HRTimelineGroup
Intelligence Driven Advisers, LLC21,638$1.5M0.21%-1,15613F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.21,440$1.49M1.38%13F-HRTimeline
Partners in Financial Planning19,180$1.33M0.23%-1513F-HRTimeline
Smith Salley Wealth Management19,174$1.33M0.07%013F-HRTimeline
Elevation Capital Advisory, LLC19,110$1.33M0.54%+15,82813F-HRTimeline
FMR LLCin group FMR LLC17,674$1.23M<0.01%+5,34913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,294$1.2M0.05%-50513F-HRTimelineGroup
Advisory Services Network, LLC17,085$1.19M0.02%+513F-HRTimeline
Planned Solutions, Inc.16,026$1.11M0.36%-2,82013F-HRTimeline
NewEdge Advisors, LLC15,761$1.09M<0.01%+4213F-HRTimeline
Janney Montgomery Scott LLC14,861$1.03M<0.01%+6,38813F-HRTimeline
Merit Financial Group, LLC14,402$1000K0.01%+4813F-HRTimeline
Versant Capital Management, Inc12,962$900K0.11%013F-HRTimeline
Private Advisor Group, LLC12,462$865K<0.01%-8613F-HRTimeline
Summit Financial, LLC12,436$863K0.01%013F-HRTimeline
Kaydan Wealth Management, Inc.12,368$859K0.25%-50913F-HRTimeline
Sowell Financial Services LLC12,165$845K0.03%-34413F-HRTimeline
Tranquility Partners, LLC11,920$828K0.3%-69513F-HRTimeline
Bellwether Advisors, LLC11,669$810K0.13%+1,34613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…11,218$779K0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,927$759K<0.01%+39913F-HRTimeline
Sterling Investment Counsel, LLC10,881$755K0.22%013F-HRTimeline
Twelve Points Wealth Management LLC10,470$736K0.17%-113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,598$736K0.01%new13F-HR/ATimeline
Atlas Legacy Advisors, LLC10,598$736K0.13%013F-HRTimeline
Herold Advisors, Inc.10,366$720K0.16%+6,38413F-HRTimeline
JGP Wealth Management, LLC10,263$713K0.07%+2,44613F-HRTimeline
&PARTNERS10,180$707K<0.01%-6,65313F-HRTimeline
Atria Investments, Inc10,134$704K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC10,128$703K0.12%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,870$685K<0.01%+5113F-HRTimelineGroup
RMR Wealth Builders9,864$685K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,028$627K0.04%-49013F-HRTimeline
Snowden Capital Advisors LLC8,946$621K0.02%-24013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,917$619K0.11%+1,26113F-HRTimeline
Foundations Investment Advisors, LLC8,825$613K0.01%-1113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,598$601K<0.01%-4,88213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,948$552K0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,565$525K0.01%-21613F-HRTimelineGroup
Gilbert Capital Group, Inc.7,504$521K0.39%-77,79613F-HRTimeline
Parkside Financial Bank & Trust7,231$502K0.04%+4413F-HRTimeline
Wealth Enhancement Trust Services, Inc.7,216$501K0.06%13F-HRTimeline
XML Financial, LLC6,902$479K0.04%new13F-HRTimeline
Waverly Advisors, LLC6,478$450K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC6,413$445K0.01%-3,57213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,354$441K<0.01%+2713F-HRTimeline
Savvy Advisors, Inc.5,682$395K0.01%+23513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,576$387K0.01%013F-HR/ATimelineGroup
AlphaCore Capital LLC5,493$381K0.01%new13F-HRTimeline
Weil Company, Inc.5,474$380K0.09%-86013F-HRTimeline
Qube Research & Technologies Ltd5,467$380K<0.01%-9,43113F-HRTimeline
IEQ CAPITAL, LLC5,431$377K<0.01%+2013F-HRTimeline
Ledyard National Bank5,395$375K0.03%-41513F-HRTimeline
SFE Investment Counsel5,375$373K0.06%013F-HRTimeline
NorthRock Partners, LLC5,217$362K0.01%-113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,045$350K<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.4,972$345K0.17%+813F-HRTimeline
D.A. DAVIDSON & CO.4,649$325K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,646$323K<0.01%013F-HRTimeline
Flagship Private Wealth, LLC4,635$322K0.13%+3313F-HRTimeline
MAI Capital Management4,483$311K<0.01%013F-HRTimeline
Hurlow Wealth Management Group, Inc.4,480$311K0.08%new13F-HRTimeline
TAGStone Capital, Inc.4,262$296K0.11%+2213F-HRTimeline
BOK Financial Private Wealth, Inc.4,257$296K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,232$294K<0.01%-45413F-HRTimeline
ANDERSON HOAGLAND & CO4,197$291K0.03%013F-HRTimeline
Columbus Macro, LLC4,143$288K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC4,140$287K<0.01%013F-HRTimeline
Ergawealth Advisors, Inc.4,102$285K0.13%-98413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,028$280K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,010$278K<0.01%+113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$277K0.02%013F-HRTimeline
Stonebrook Private Inc.3,935$273K0.06%+95013F-HRTimeline
Capital Advisors, Ltd. LLC3,927$273K0.03%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,747$260K0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.3,745$260K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,670$255K0.07%-1813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,607$250K<0.01%013F-HRTimelineGroup
Wright Wealth LLC3,583$249K0.16%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,462$240K0.07%-1513F-HRTimeline
IHT Wealth Management, LLC3,360$233K0.01%-9513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,203$222K<0.01%new13F-HRTimeline
GDS Wealth Management3,124$217K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors3,064$213K0.02%-23013F-HRTimelineGroup
Western Wealth Management, LLC3,057$212K0.01%+113F-HRTimeline
IFP Advisors, Inc2,763$192K<0.01%+2,62113F-HRTimeline
Morse Asset Management, Inc2,440$169K0.03%-6013F-HRTimeline
Goodman Advisory Group, LLC2,304$160K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,185$152K0.01%-13613F-HRTimelineGroup
Signature Resources Capital Management,…2,114$147K0.07%013F-HRTimeline
Geneos Wealth Management Inc.1,677$116K<0.01%013F-HRTimeline
JNBA Financial Advisors1,615$112K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,527$106K<0.01%013F-HRTimeline
AE Wealth Management LLC1,472$102K<0.01%+1,13013F-HRTimeline
Avion Wealth1,266$87K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.1,196$83K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,095$76K<0.01%-3213F-HRTimelineGroup
Sunbelt Securities, Inc.1,033$71.7K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…959$66.6K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.870$60.4K0.01%new13F-HRTimeline
Key Financial Inc860$59.7K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL831$57.7K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC810$56.2K0.06%13F-HRTimeline