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 $2.84B in LRGF holdings during the latest filing period.
Strategic Financial Services, Inc. is currently the largest disclosed institutional shareholder of LRGF tracked by InsiderSet, reporting ownership valued at approximately $300.63M 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 $309.34M, representing an estimated gain of +2.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed LRGF value among the investors covered in this analysis. Major shareholders include Strategic Financial Services, Inc., Halbert Hargrove Global Advisors, Llc, Wells Fargo & Company/Mn, 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
247
Total Reported Value
$2.84B
Largest Holder
Strategic Financial Services, Inc.
Largest Position
$300.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | 13.18% | 3,975,040 | $300,632,310 | $309,337,613 | +$8,705,303 | +2.90% | |
| Halbert Hargrove Global Advisors, Llc | 11.91% | 3,621,832 | $273,919,137 | $281,850,966 | +$7,931,829 | +2.90% | |
| Wells Fargo & Company/Mn | 0.04% | 3,005,418 | $227,299,709 | $233,881,629 | +$6,581,920 | +2.90% | |
| Sigfig Wealth Management, Llc | 5.83% | 2,927,890 | $220,030,510 | $227,848,400 | +$7,817,890 | +3.55% | |
| Annex Advisory Services, Llc | 3.67% | 2,839,647 | $214,762,485 | $220,981,330 | +$6,218,845 | +2.90% | |
| Plancorp, Llc | 3.87% | 2,091,989 | $158,677,355 | $162,798,584 | +$4,121,229 | +2.60% | |
| Modern Wealth Management, Llc | 1.64% | 1,810,836 | $136,953,506 | $140,919,258 | +$3,965,752 | +2.90% | |
| Clearwater Capital Advisors, Llc | 6.37% | 1,149,647 | $86,947,832 | $89,465,530 | +$2,517,698 | +2.90% | |
| Ullmann Wealth Partners Group, Llc | 7.80% | 1,134,837 | $85,827,752 | $88,313,015 | +$2,485,263 | +2.90% | |
| Compound Planning, Inc. | 1.55% | 781,052 | $59,070,933 | $60,781,467 | +$1,710,534 | +2.90% | |
| Cardinal Point Capital Management Ulc | 3.16% | 736,666 | $55,714,022 | $57,327,348 | +$1,613,326 | +2.90% | |
| Envestnet Asset Management Inc | 0.01% | 698,956 | $52,862,012 | $54,392,756 | +$1,530,744 | +2.90% | |
| Integrated Wealth Concepts Llc | 0.34% | 681,028 | $51,506,164 | $52,997,599 | +$1,491,435 | +2.90% | |
| Jpmorgan Chase & Co | 0.00% | 673,406 | $50,606,489 | $52,404,455 | +$1,797,966 | +3.55% | |
| Ameriprise Financial Inc | 0.01% | 592,041 | $45,064,384 | $46,072,631 | +$1,008,247 | +2.24% | |
| Conrad Siegel Investment Advisors, Inc. | 6.41% | 520,948 | $39,399,315 | $40,540,173 | +$1,140,858 | +2.90% | |
| Morgan Stanley | 0.00% | 512,414 | $38,753,879 | $39,876,057 | +$1,122,178 | +2.90% | |
| Cora Capital Advisors Llc | 10.27% | 483,912 | $36,598,277 | $37,658,032 | +$1,059,755 | +2.90% | |
| Focus Partners Wealth | 0.04% | 466,809 | $35,304,812 | $36,327,076 | +$1,022,264 | +2.90% | |
| Osaic Holdings, Inc. | 0.04% | 404,298 | $30,576,954 | $31,462,470 | +$885,516 | +2.90% | |
| Pettinga Financial Advisors Llc | 4.88% | 402,597 | $30,448,386 | $31,330,099 | +$881,713 | +2.90% | |
| Acropolis Investment Management, Llc | 1.07% | 358,709 | $27,129,162 | $27,914,734 | +$785,572 | +2.90% | |
| Lpl Financial Llc | 0.01% | 349,982 | $26,469,137 | $27,235,599 | +$766,462 | +2.90% | |
| Lifegoal Investments, Llc | 10.24% | 295,859 | $22,375,848 | $23,023,747 | +$647,899 | +2.90% | |
| Beirne Wealth Consulting Services, Llc | 4.03% | 267,564 | $20,237,643 | $20,821,830 | +$584,187 | +2.89% | |
| Bank Of America Corp | 0.00% | 243,744 | $18,434,347 | $18,968,158 | +$533,811 | +2.90% | |
| Vise Technologies, Inc. | 0.20% | 229,518 | $17,358,417 | $17,861,091 | +$502,674 | +2.90% | |
| Foster & Motley Inc | 0.78% | 223,031 | $16,868,000 | $17,356,272 | +$488,272 | +2.89% | |
| Phillips Financial Management, Llc | 1.22% | 220,162 | $16,650,904 | $17,133,007 | +$482,103 | +2.90% | |
| Stonebridge Financial Group, Llc | 1.23% | 214,927 | $16,254,894 | $16,725,619 | +$470,725 | +2.90% | |
| Exchange Traded Concepts, Llc | 0.08% | 201,449 | $15,235,588 | $15,676,761 | +$441,173 | +2.90% | |
| World Investment Advisors | 0.24% | 217,819 | $14,376,054 | $16,950,675 | +$2,574,621 | +17.91% | |
| Obsido Oy | 6.96% | 172,107 | $13,016,452 | $13,393,367 | +$376,915 | +2.90% | |
| Ddfg, Inc | 2.54% | 169,454 | $12,815,808 | $13,186,910 | +$371,102 | +2.90% | |
| Parallel Advisors, Llc | 0.19% | 168,713 | $12,759,805 | $13,129,246 | +$369,441 | +2.90% | |
| Raymond James Financial Inc | 0.00% | 155,171 | $11,735,602 | $12,075,407 | +$339,805 | +2.90% | |
| Jones Financial Companies Lllp | 0.00% | 145,208 | $10,790,410 | $11,300,087 | +$509,677 | +4.72% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 140,887 | $10,655,283 | $10,963,826 | +$308,543 | +2.90% | |
| Fmr Llc | 0.00% | 137,881 | $10,427,966 | $10,729,899 | +$301,933 | +2.90% | |
| Hb Wealth Management, Llc | 0.06% | 135,999 | $10,285,664 | $10,583,442 | +$297,778 | +2.90% | |
| Two Sigma Investments, Lp | 0.01% | 130,900 | $9,899,967 | $10,186,638 | +$286,671 | +2.90% | |
| Evolve Private Wealth, Llc | 0.56% | 121,145 | $9,162,169 | $9,427,504 | +$265,335 | +2.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 120,079 | $9,081,590 | $9,344,548 | +$262,958 | +2.90% | |
| Citigroup Inc | 0.00% | 115,916 | $8,766,739 | $9,020,583 | +$253,844 | +2.90% | |
| Cwm, Llc | 0.02% | 131,877 | $8,703,881 | $10,262,668 | +$1,558,787 | +17.91% | |
| Quantinno Capital Management Lp | 0.01% | 113,282 | $8,567,518 | $8,815,605 | +$248,087 | +2.90% | |
| Nova R Wealth, Inc. | 2.26% | 102,452 | $7,748,417 | $7,972,815 | +$224,398 | +2.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 101,026 | $7,723,467 | $7,861,843 | +$138,376 | +1.79% | |
| Sterneck Capital Management, Llc | 3.00% | 92,491 | $6,995,097 | $7,197,650 | +$202,553 | +2.90% | |
| Ewa, Llc | 1.26% | 91,240 | $6,900,449 | $7,100,297 | +$199,848 | +2.90% |
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.