LRGF ISHARES TR
FollowU S EQUITY FACTR (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in LRGF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | 2,860,041 | $223M | 5.56% | -67,849 | 13F-HRTimeline |
| Conrad Siegel Investment Advisors, Inc. | 501,340 | $39M | 6.31% | -19,608 | 13F-HRTimeline |
| Acropolis Investment Management, LLC | 359,850 | $28M | 1.13% | +1,141 | 13F-HRTimeline |
| LifeGoal Investments, LLC | 317,596 | $24.7M | 7.54% | +21,737 | 13F-HRTimeline |
| Stonebridge Financial Group, LLC | 218,606 | $17M | 1.25% | +3,679 | 13F-HRTimeline |
| RVW Wealth, LLC | 44,554 | $3.47M | 0.22% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 40,720 | $3.17M | 0.02% | -11,953 | 13F-HRTimeline |
| MARKET STREET WEALTH MANAGEMENT ADVISOR… | 25,411 | $1.98M | 0.28% | -3,294 | 13F-HRTimeline |
| Intelligence Driven Advisers, LLC | 22,828 | $1.78M | 0.31% | +146 | 13F-HRTimeline |
| Kaydan Wealth Management, Inc. | 11,666 | $908K | 0.31% | -397 | 13F-HRTimeline |
| Versant Capital Management, Inc | 8,055 | $627K | 0.05% | +1,712 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 5,160 | $402K | 0.04% | -633 | 13F-HRTimeline |