Who owns LRGF?
iShares U.S. Equity Factor ETF · iShares
253 institutions reported holding LRGF, worth $3.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LRGF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strategic Financial Services, Inc. | Utica, NY | $300.6M | 3,975,040 | −15,834 shares |
| Halbert Hargrove Global Advisors, LLC | Long Beach, CA | $273.9M | 3,621,832 | −4,657 shares |
| Wells Fargo & Company | San Francisco, CA | $227.3M | 3,005,418 | +126,348 shares |
| SigFig Wealth Management, LLC | San Francisco, CA | $220.0M | 2,927,890 | +35,921 shares |
| Annex Advisory Services, LLC | Brookfield, WI | $214.8M | 2,839,647 | +1,477,785 shares |
| Tolleson Wealth Management, Inc. | Dallas, TX | $176.0M | 2,326,510 | New position |
| Plancorp, LLC | Saint Louis, MO | $158.7M | 2,091,989 | +111,632 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $137.0M | 1,810,836 | +759,481 shares |
| Clearwater Capital Advisors, LLC | Hoffman Estates, IL | $86.9M | 1,149,647 | +21,205 shares |
| Ullmann Wealth Partners Group, LLC | Jacksonville Beach, FL | $85.8M | 1,134,837 | −28,826 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LRGF?
253 institutional managers reported holding LRGF in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by Strategic Financial Services, Inc., at $300.6M.
Did institutions buy or sell LRGF last quarter?
Reported 13F value rose 29.3% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LRGF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.