ISHARES US EQUITY FACTOR ETF (LRGF) Institutional Shareholders
ISHARES US EQUITY FACTOR ETF (LRGF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.61B in LRGF holdings during the latest filing period.
Halbert Hargrove Global Advisors, Llc is currently the largest disclosed institutional shareholder of LRGF tracked by InsiderSet, reporting ownership valued at approximately $273.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $275.62M, representing an estimated gain of +0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed LRGF value among the investors covered in this analysis. Major shareholders include Halbert Hargrove Global Advisors, Llc, Strategic Financial Services, Inc., Sigfig Wealth Management, Llc, and several other long-term asset managers with concentrated positions in ISHARES US EQUITY FACTOR ETF (LRGF).
This page ranks the largest institutional LRGF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
243
Total Reported Value
$2.61B
Largest Holder
Halbert Hargrove Global Advisors, Llc
Largest Position
$273.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, Llc | 11.91% | 3,621,832 | $273,919,137 | $275,621,415 | +$1,702,278 | +0.62% | |
| Strategic Financial Services, Inc. | 12.55% | 3,990,874 | $263,397,715 | $303,705,511 | +$40,307,796 | +15.30% | |
| Sigfig Wealth Management, Llc | 5.83% | 2,927,890 | $220,030,510 | $222,812,429 | +$2,781,919 | +1.26% | |
| Annex Advisory Services, Llc | 3.67% | 2,839,647 | $214,762,485 | $216,097,137 | +$1,334,652 | +0.62% | |
| Wells Fargo & Company/Mn | 0.04% | 2,879,070 | $190,018,600 | $219,097,227 | +$29,078,627 | +15.30% | |
| Plancorp, Llc | 3.87% | 2,091,989 | $158,677,355 | $159,200,363 | +$523,008 | +0.33% | |
| Ullmann Wealth Partners Group, Llc | 7.97% | 1,163,663 | $76,801,782 | $88,554,754 | +$11,752,972 | +15.30% | |
| Clearwater Capital Advisors, Llc | 6.01% | 1,128,442 | $74,477,201 | $85,874,436 | +$11,397,235 | +15.30% | |
| Modern Wealth Management, Llc | 1.20% | 1,051,355 | $69,830,991 | $80,008,116 | +$10,177,125 | +14.57% | |
| Kestra Investment Management, Llc | 1.10% | 964,191 | $63,636,639 | $73,374,935 | +$9,738,296 | +15.30% | |
| Cardinal Point Capital Management Ulc | 3.16% | 736,666 | $55,714,022 | $56,060,283 | +$346,261 | +0.62% | |
| Compound Planning, Inc. | 1.58% | 778,056 | $51,351,724 | $59,210,062 | +$7,858,338 | +15.30% | |
| Ameriprise Financial Inc | 0.01% | 704,890 | $46,532,431 | $53,642,129 | +$7,109,698 | +15.28% | |
| Integrated Wealth Concepts Llc | 0.36% | 676,047 | $44,619,106 | $51,447,177 | +$6,828,071 | +15.30% | |
| Envestnet Asset Management Inc | 0.01% | 658,586 | $43,466,691 | $50,118,395 | +$6,651,704 | +15.30% | |
| Conrad Siegel Investment Advisors, Inc. | 6.41% | 520,948 | $39,399,315 | $39,644,143 | +$244,828 | +0.62% | |
| Cora Capital Advisors Llc | 10.27% | 483,912 | $36,598,277 | $36,825,703 | +$227,426 | +0.62% | |
| Morgan Stanley | 0.00% | 531,388 | $35,071,651 | $40,438,627 | +$5,366,976 | +15.30% | |
| Focus Partners Wealth | 0.04% | 527,707 | $34,828,725 | $40,158,503 | +$5,329,778 | +15.30% | |
| Pettinga Financial Advisors Llc | 4.88% | 402,597 | $30,448,386 | $30,637,632 | +$189,246 | +0.62% | |
| Osaic Holdings, Inc. | 0.04% | 399,316 | $26,355,221 | $30,387,948 | +$4,032,727 | +15.30% | |
| Lpl Financial Llc | 0.01% | 376,529 | $24,850,882 | $28,653,857 | +$3,802,975 | +15.30% | |
| Acropolis Investment Management, Llc | 1.05% | 358,054 | $23,631,564 | $27,247,909 | +$3,616,345 | +15.30% | |
| Lifegoal Investments, Llc | 10.24% | 295,859 | $22,375,848 | $22,514,870 | +$139,022 | +0.62% | |
| Beirne Wealth Consulting Services, Llc | 4.03% | 267,564 | $20,237,643 | $20,361,620 | +$123,977 | +0.61% | |
| Phillips Financial Management, Llc | 1.37% | 285,753 | $18,859,695 | $21,745,803 | +$2,886,108 | +15.30% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 266,452 | $17,585,834 | $20,276,997 | +$2,691,163 | +15.30% | |
| Bank Of America Corp | 0.00% | 247,723 | $16,349,704 | $18,851,720 | +$2,502,016 | +15.30% | |
| Stonebridge Financial Group, Llc | 1.23% | 214,927 | $16,254,894 | $16,355,945 | +$101,051 | +0.62% | |
| Exchange Traded Concepts, Llc | 0.08% | 201,449 | $15,235,588 | $15,330,269 | +$94,681 | +0.62% | |
| World Investment Advisors | 0.23% | 217,819 | $14,376,054 | $16,576,026 | +$2,199,972 | +15.30% | |
| Ddfg, Inc | 2.54% | 169,454 | $12,815,808 | $12,895,449 | +$79,641 | +0.62% | |
| Obsido Oy | 6.67% | 167,169 | $11,033,154 | $12,721,561 | +$1,688,407 | +15.30% | |
| Hightower Advisors, Llc | 0.01% | 165,052 | $10,893,558 | $12,560,457 | +$1,666,899 | +15.30% | |
| Parallel Advisors, Llc | 0.19% | 160,291 | $10,579,272 | $12,198,145 | +$1,618,873 | +15.30% | |
| Raymond James Financial Inc | 0.00% | 159,621 | $10,534,952 | $12,147,158 | +$1,612,206 | +15.30% | |
| Family Capital Trust Co | 3.58% | 161,174 | $10,336,042 | $12,265,341 | +$1,929,299 | +18.67% | |
| Hb Wealth Management, Llc | 0.06% | 135,999 | $10,285,664 | $10,349,524 | +$63,860 | +0.62% | |
| Jones Financial Companies Lllp | 0.00% | 145,241 | $9,360,754 | $11,052,840 | +$1,692,086 | +18.08% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 139,568 | $9,211,488 | $10,621,125 | +$1,409,637 | +15.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 120,079 | $9,081,590 | $9,138,012 | +$56,422 | +0.62% | |
| Cwm, Llc | 0.02% | 131,877 | $8,703,881 | $10,035,840 | +$1,331,959 | +15.30% | |
| Fmr Llc | 0.00% | 124,795 | $8,236,464 | $9,496,900 | +$1,260,436 | +15.30% | |
| Corient Private Wealth Llc | 0.01% | 124,280 | $7,971,675 | $9,457,708 | +$1,486,033 | +18.64% | |
| Evolve Private Wealth, Llc | 0.42% | 119,833 | $7,909,005 | $9,119,291 | +$1,210,286 | +15.30% | |
| Nova R Wealth, Inc. | 2.26% | 102,452 | $7,748,417 | $7,796,597 | +$48,180 | +0.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 101,026 | $7,723,467 | $7,688,079 | -$35,388 | -0.46% | |
| Royal Bank Of Canada | 0.00% | 114,447 | $7,553,000 | $8,709,417 | +$1,156,417 | +15.31% | |
| Citigroup Inc | 0.00% | 113,514 | $7,491,933 | $8,638,415 | +$1,146,482 | +15.30% | |
| Sterneck Capital Management, Llc | 3.00% | 92,491 | $6,995,097 | $7,038,565 | +$43,468 | +0.62% |
Frequently asked questions about LRGF
Who owns the most LRGF stock?
The largest holders of LRGF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US EQUITY FACTOR ETF (LRGF).
Is LRGF widely held by superinvestors?
Many widely followed stocks like LRGF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LRGF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.