ISHARES US EQUITY FACTOR ETF LRGF
$75.35
-0.2% 52w: $63.97 – $76.87
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data63.9770.4276.87
Aug 18, 2025 Jul 2, 2026
Institutional holders
243
+8 QoQ
13F value
$2.58B
-3.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LRGF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | Wealth advisor | 4.0M | $263.4M | 12.5% | +2.0% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Wealth advisor | 3.6M | $239.3M | 11.6% | +1.9% |
| SigFig Wealth Management, LLC | Wealth advisor | 2.9M | $190.9M | — | +14.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.9M | $190.0M | 0.0% | +10.7% |
| Tolleson Wealth Management, Inc. | Wealth advisor | 2.3M | $154.2M | 22.5% | -0.4% |
| Plancorp, LLC | Wealth advisor | 2.0M | $135.9M | 3.9% | +6.2% |
| Annex Advisory Services, LLC | Wealth advisor | 1.4M | $89.9M | 1.7% | New |
| Ullmann Wealth Partners Group, LLC | Wealth advisor | 1.2M | $76.8M | 8.0% | -4.4% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 1.1M | $74.5M | 6.0% | +5.7% |
| Modern Wealth Management, LLC | Wealth advisor | 1.1M | $69.8M | 1.2% | +22.7% |
| Kestra Investment Management, LLC | Wealth advisor | 964.2K | $63.6M | 1.1% | +69.4% |
| Compound Planning, Inc. | Wealth advisor | 778.1K | $51.4M | 1.6% | -2.4% |
| Cardinal Point Capital Management ULC | Wealth advisor | 731.9K | $48.3M | 3.0% | -1.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 704.9K | $46.5M | 0.0% | -6.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 676.0K | $44.6M | 0.4% | +217.5% |
| JPMORGAN CHASE & CO | Bank broker | 689.5K | $44.2M | 0.0% | -34.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 658.6K | $43.5M | 0.0% | +9.4% |
| Conrad Siegel Investment Advisors, Inc. | Wealth advisor | 533.2K | $35.2M | 6.4% | +49.1% |
| MORGAN STANLEY | Bank broker | 531.4K | $35.1M | 0.0% | -11.1% |
| Focus Partners Wealth | Wealth advisor | 527.7K | $34.8M | 0.0% | -1.0% |
| CORA CAPITAL ADVISORS LLC | Wealth advisor | 474.7K | $31.3M | 10.4% | -8.3% |
| Pettinga Financial Advisors LLC | Wealth advisor | 415.9K | $27.5M | 5.2% | -14.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 399.3K | $26.4M | 0.0% | -27.8% |
| LPL Financial LLC | Bank broker | 376.5K | $24.9M | 0.0% | -1.1% |
| Acropolis Investment Management, LLC | Wealth advisor | 357.5K | $23.6M | 1.0% | +14.5% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 285.8K | $18.9M | 1.4% | -7.7% |
| Beirne Wealth Consulting Services, LLC | Wealth advisor | 266.9K | $17.6M | 5.0% | -12.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 266.5K | $17.6M | 0.0% | -4.9% |
| LifeGoal Investments, LLC | Wealth advisor | 250.3K | $16.6M | 9.5% | +16.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 247.7K | $16.3M | 0.0% | -66.1% |
| FOSTER & MOTLEY INC | Other | 226.3K | $14.9M | 0.8% | +7.0% |
| World Investment Advisors | Wealth advisor | 217.8K | $14.4M | 0.2% | +26.1% |
| Stonebridge Financial Group, LLC | Wealth advisor | 211.0K | $13.9M | 1.1% | +7.9% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 186.7K | $12.3M | 0.1% | New |
| DDFG, Inc | Wealth advisor | 173.4K | $11.4M | — | -52.5% |
| Obsido Oy | Wealth advisor | 167.2K | $11.0M | — | +4.5% |
| HighTower Advisors, LLC | Diversified mechanical | 165.1K | $10.9M | 0.0% | +0.2% |
| Parallel Advisors, LLC | Wealth advisor | 160.3K | $10.6M | 0.2% | +6.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 159.6K | $10.5M | 0.0% | +0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 147.3K | $9.8M | — | -14.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 145.2K | $9.4M | 0.0% | +7.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 139.6K | $9.2M | 0.1% | +19.7% |
| HB Wealth Management, LLC | Wealth advisor | 139.4K | $9.2M | 0.1% | -0.7% |
| CWM, LLC | Wealth advisor | 131.9K | $8.7M | 0.0% | +1.9% |
| FMR LLC | Long only active | 124.8K | $8.2M | 0.0% | +606.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 122.5K | $8.1M | 0.0% | -3.4% |
| Corient Private Wealth LLC | Diversified mechanical | 124.3K | $8.0M | 0.0% | -92.5% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 119.8K | $7.9M | 0.4% | -1.2% |
| ROYAL BANK OF CANADA | Bank broker | 114.4K | $7.6M | 0.0% | +11.7% |
| CITIGROUP INC | Bank broker | 113.5K | $7.5M | 0.0% | -26.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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