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Disclosery

LRGF ISHARES TR

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U S EQUITY FACTR (fund)

241 managers (244 13F filers) reported a position in LRGF shares at 2026-03-31, 38,971,426 shares in all. 26 filers opened a position and 15 filers sold out during the quarter.

Managers
241
13F filers
244
New
26
Added
75
Reduced
82
Sold out
15
Shares held by filers
38,971,426

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.3,990,874$263M12.55%+78,24913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,626,489$239M11.63%+67,01113F-HRTimeline
SigFig Wealth Management, LLC2,891,969$191M5.6%+362,39713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,879,070$190M0.04%+277,55213F-HR/ATimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,336,066$154M22.51%-10,26713F-HRTimelineGroup
Plancorp, LLC1,980,357$136M3.87%+115,28013F-HRTimeline
Annex Advisory Services, LLC1,361,862$89.9M1.68%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC1,163,663$76.8M7.97%-53,02713F-HRTimeline
Clearwater Capital Advisors, LLC1,128,442$74.5M6.01%+60,47813F-HRTimeline
Modern Wealth Management, LLC1,051,355$69.8M1.2%+194,53213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding982,557$64.8M+401,604Timeline
Compound Planning, Inc.778,056$51.4M1.58%-19,39913F-HRTimeline
Cardinal Point Capital Management ULC731,889$48.3M2.96%-9,29813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC704,890$46.5M0.01%-49,61413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC676,047$44.6M0.36%+463,09313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO689,544$44.2M<0.01%-356,40413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding663,914$43.8M+56,532Timeline
Conrad Siegel Investment Advisors, Inc.533,205$35.2M6.35%+175,59713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY531,388$35.1M<0.01%-66,24213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth527,707$34.8M0.04%-5,32213F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC474,684$31.3M10.37%-43,18313F-HRTimeline
Pettinga Financial Advisors LLC415,915$27.5M5.17%-69,12313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.399,316$26.4M0.04%-153,84113F-HRTimelineGroup
LPL Financial LLC376,529$24.9M0.01%-4,36413F-HRTimeline
Acropolis Investment Management, LLC357,549$23.6M1.04%+45,19313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC285,753$18.9M1.37%-23,88613F-HRTimeline
Beirne Wealth Consulting Services, LLC266,900$17.6M4.98%-36,59213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…266,452$17.6M0.01%-13,68813F-HRTimelineGroup
LifeGoal Investments, LLC250,341$16.6M9.52%+36,26313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/247,723$16.3M<0.01%-483,54113F-HRTimelineGroup
FOSTER & MOTLEY INC226,286$14.9M0.77%+14,83413F-HRTimeline
World Investment Advisors217,819$14.4M0.23%+45,10713F-HRTimeline
Stonebridge Financial Group, LLC210,990$13.9M1.15%+15,49313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC186,667$12.3M0.09%new13F-HRTimeline
DDFG, Inc173,417$11.4M2.47%-191,53813F-HRTimeline
Obsido Oy167,169$11M6.67%+7,22413F-HRTimeline
HighTower Advisors, LLC165,052$10.9M0.01%+34613F-HRTimeline
Parallel Advisors, LLC160,291$10.6M0.19%+9,10313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,621$10.5M<0.01%+1,41313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…147,259$9.79M0.02%-25,21913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP145,241$9.36M<0.01%+9,83413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.139,568$9.21M0.1%+23,00713F-HRTimeline
HB Wealth Management, LLC139,397$9.2M0.06%-94213F-HRTimeline
CWM, LLCin group CWM, LLC131,877$8.7M0.02%+2,48313F-HRTimelineGroup
FMR LLCin group FMR LLC124,795$8.24M<0.01%+107,12113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC122,525$8.09M0.01%-4,26313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP124,280$7.97M0.01%-2,06613F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC119,833$7.91M0.42%-1,42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,447$7.55M<0.01%+12,00213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC113,514$7.49M<0.01%-41,25613F-HRTimelineGroup
Nova R Wealth, Inc.102,384$6.76M2.16%+18913F-HRTimeline
Family Capital Trust Co100,869$6.66M2.41%-4,51313F-HR/ATimeline
KM Capital Management Ltd.89,293$6.61M4.45%-1,28913F-HRTimeline
Vise Technologies, Inc.89,776$6.23M0.12%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.93,727$6.19M0.13%-1,11213F-HRTimelineGroup
Sterneck Capital Management, LLC93,267$6.16M2.76%-2913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC89,076$5.88M<0.01%+10,57013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS88,624$5.85M0.01%-2,53513F-HRTimeline
EWA, LLC88,335$5.83M1.32%-640,19213F-HRTimeline
Heck Capital Advisors, LLC84,353$5.57M0.41%+1,04213F-HRTimeline
FORTE ASSET MANAGEMENT LLC83,634$5.52M2.42%-27,95113F-HRTimeline
ShoreHaven Wealth Partners, LLC76,858$5.07M1.82%-21613F-HRTimeline
Quantinno Capital Management LP76,268$5.03M0.01%-68,70813F-HRTimeline
Wescott Financial Advisory Group, LLC76,210$5.03M0.44%-82513F-HRTimeline
Kingsview Wealth Management, LLC72,588$4.79M0.07%+3,89313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…71,352$4.71M0.1%-1,02013F-HRTimelineGroup
RHS Financial, LLC70,651$4.66M2.21%+3,58313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.69,854$4.61M0.25%+1,28213F-HRTimelineGroup
Farther Finance Advisors, LLC67,527$4.49M0.04%+33,07313F-HRTimeline
Addison Advisors LLC66,492$4.39M0.97%-68513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC63,770$4.21M0.01%+13,65313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding52,646$3.76M+4,257Timeline
Physician Wealth Advisors, Inc.49,322$3.26M0.45%+1,59213F-HRTimeline
Cambridge Investment Research Advisors,…48,312$3.19M0.01%+19,74913F-HRTimeline
Wealthspire Advisors, LLC46,864$3.09M0.02%-96913F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,508$3.02M<0.01%-40013F-HRTimeline
RVW Wealth, LLC44,983$2.97M0.23%013F-HRTimeline
EVERPAR ADVISORS LLC43,876$2.9M1%+6,57413F-HRTimeline
Allworth Financial LP42,255$2.79M0.01%-1,17713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,244$2.79M0.08%-7213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC38,374$2.53M0.5%+57113F-HRTimeline
Hobbs Group Advisors, LLC36,134$2.38M0.71%013F-HRTimeline
UBS Group AGgroup of 2 filers holding34,374$2.27M-3,749Timeline
Stokes Family Office, LLC33,955$2.24M0.23%-13,29213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO30,756$2.03M0.21%-38913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…29,403$1.94M0.31%-1,15113F-HRTimeline
BFI Wealth Solutions, LLC28,240$1.89M1.81%-19613F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.27,905$1.79M1.57%+6,46513F-HRTimeline
NewEdge Advisors, LLC26,343$1.74M0.01%+10,58213F-HR/ATimeline
GSG Advisors LLC26,081$1.72M0.45%+2213F-HRTimeline
Private Advisor Group, LLC25,966$1.71M0.01%+13,50413F-HRTimeline
Betterment LLC24,535$1.62M<0.01%-40213F-HRTimeline
Merit Financial Group, LLC23,897$1.58M0.01%+9,49513F-HRTimeline
Intelligence Driven Advisers, LLC23,461$1.55M0.27%+1,82313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,963$1.52M<0.01%-35,09513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,657$1.5M<0.01%-1,85913F-HRTimelineGroup
Creative Planningin group Creative Planning22,456$1.48M<0.01%+37113F-HRTimelineGroup
Cetera Investment Advisers21,674$1.43M<0.01%-54913F-HRTimeline
Elevation Capital Advisory, LLC18,932$1.25M0.53%-17813F-HRTimeline
Partners in Financial Planning18,917$1.25M0.21%-26313F-HRTimeline
Smith Salley Wealth Management18,832$1.24M0.06%-34213F-HRTimeline
MONECO ADVISORS, LLC18,807$1.24M0.1%-3,80113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,294$1.14M0.05%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,132$1.13M0.03%new13F-HRTimelineGroup
Advisory Services Network, LLC16,696$1.1M0.01%-38913F-HRTimeline
Planned Solutions, Inc.16,454$1.09M0.36%+42813F-HRTimeline
Herold Advisors, Inc.12,737$841K0.18%+2,37113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,456$822K<0.01%new13F-HRTimelineGroup
Kaydan Wealth Management, Inc.12,023$794K0.27%-34513F-HRTimeline
Tranquility Partners, LLC11,904$786K0.3%-1613F-HRTimeline
Bellwether Advisors, LLC11,241$742K0.13%-42813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…11,218$740K0.11%013F-HRTimeline
Foundations Investment Advisors, LLC10,932$722K0.01%+2,10713F-HRTimeline
Sterling Investment Counsel, LLC10,881$718K0.2%013F-HRTimeline
Atlas Legacy Advisors, LLC10,675$705K0.13%+7713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,096$700K<0.01%+22613F-HRTimelineGroup
Twelve Points Wealth Management LLC10,469$691K0.15%-113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,362$684K<0.01%+1,76413F-HRTimelineGroup
JGP Wealth Management, LLC10,322$681K0.07%+5913F-HRTimeline
Savvy Advisors, Inc.10,194$673K0.02%+4,51213F-HRTimeline
Atria Investments, Inc10,134$669K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC10,128$668K0.1%013F-HRTimeline
&PARTNERS10,085$666K<0.01%-9513F-HRTimeline
RMR Wealth Builders9,464$625K0.05%-40013F-HRTimeline
MML INVESTORS SERVICES, LLC9,217$608K<0.01%-1,71013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,022$595K0.11%+10513F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,743$577K0.06%new13F-HR/ATimeline
XML Financial, LLC8,218$542K0.04%+1,31613F-HRTimeline
Frontier Asset Management, LLC8,064$532K0.11%new13F-HRTimeline
Snowden Capital Advisors LLC8,055$532K0.01%-89113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,948$525K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC7,906$522K<0.01%-6,95513F-HRTimeline
Parkside Financial Bank & Trust7,594$501K0.04%+36313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,358$486K0.01%-20713F-HRTimelineGroup
Waverly Advisors, LLC6,478$428K<0.01%013F-HRTimeline
Retirement Planning Group, LLC6,415$423K0.01%+213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,355$419K<0.01%+113F-HRTimeline
Versant Capital Management, Inc6,343$419K0.04%-6,61913F-HRTimeline
MAI Capital Management6,108$403K<0.01%+1,62513F-HRTimeline
Sowell Financial Services LLC5,990$395K0.01%-6,17513F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,793$382K0.05%-1,42313F-HRTimeline
Stonebrook Private Inc.5,771$381K0.08%+1,83613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,757$380K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,576$368K0.01%013F-HRTimelineGroup
GTS SECURITIES LLC5,459$360K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC5,445$359K<0.01%+1413F-HRTimeline
SFE Investment Counsel5,375$355K0.06%013F-HRTimeline
NorthRock Partners, LLC5,218$344K0.01%+113F-HRTimeline
Brooklyn Investment Group5,213$344K0.01%new13F-HRTimeline
Ledyard National Bank5,151$340K0.03%-24413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,045$333K<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.4,979$329K0.11%+713F-HRTimeline
Steward Partners Investment Advisory, L…4,760$314K<0.01%+11413F-HRTimeline
Flagship Private Wealth, LLC4,696$310K0.13%+6113F-HRTimeline
D.A. DAVIDSON & CO.4,649$307K<0.01%013F-HRTimeline
Hurlow Wealth Management Group, Inc.4,480$296K0.07%013F-HRTimeline
Strategic Blueprint, LLC4,405$291K0.02%new13F-HRTimeline
AlphaCore Capital LLC4,341$287K0.01%-1,15213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,288$283K<0.01%+5613F-HRTimeline
Joule Financial, LLC4,287$283K0.08%new13F-HRTimeline
TAGStone Capital, Inc.4,273$282K0.1%+1113F-HRTimeline
BOK Financial Private Wealth, Inc.4,257$281K0.02%013F-HRTimeline
ANDERSON HOAGLAND & CO4,197$277K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC4,140$273K<0.01%013F-HRTimeline
Ergawealth Advisors, Inc.4,095$270K0.12%-713F-HRTimeline
Prime Capital Investment Advisors, LLC4,010$265K<0.01%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,995$264K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC3,928$259K0.03%+113F-HRTimeline
Bouchey Financial Group, Ltd.3,745$258K0.02%013F-HRTimeline
BetterWealth, LLC3,756$248K0.05%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,748$247K<0.01%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC3,747$247K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,607$238K<0.01%013F-HRTimelineGroup
Wright Wealth LLC3,583$236K0.16%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,571$236K0.01%-5,45713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,289$217K<0.01%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.3,204$211K0.06%-25813F-HRTimeline
Weil Company, Inc.3,166$209K0.05%-2,30813F-HRTimeline
GDS Wealth Management3,124$206K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors3,064$202K0.02%013F-HRTimelineGroup
Western Wealth Management, LLC3,058$202K0.01%+113F-HR/ATimeline
AE Wealth Management LLC2,584$171K<0.01%+1,11213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,571$170K0.27%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,496$165K<0.01%-138,31413F-HRTimelineGroup
Goodman Advisory Group, LLC2,304$152K0.04%013F-HRTimeline
Morse Asset Management, Inc2,250$148K0.03%-19013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,191$145K<0.01%+613F-HR/ATimelineGroup
Signature Resources Capital Management,…2,114$140K0.07%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,972$130K0.04%-1,69813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,654$109K<0.01%+1,14513F-HRTimelineGroup
Holos Integrated Wealth LLC1,600$107K0.05%new13F-HRTimeline
JNBA Financial Advisors1,615$107K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,527$101K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,385$91.4K<0.01%-29213F-HRTimeline
Avion Wealth1,266$83K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.1,196$78.9K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,087$71.7K<0.01%-813F-HRTimelineGroup
Sunbelt Securities, Inc.1,033$68.2K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC974$64.3K<0.01%13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…959$63.7K<0.01%013F-HRTimeline