LRGF Institutional Ownership & Shareholders
ISHARES US EQUITY FACTOR ETF (LRGF) is currently held by 250 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.92B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $306.12M, representing an estimated gain of +1.82% 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, Annex Advisory Services, 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
250
Total Reported Value
$2.92B
Largest Holder
Strategic Financial Services, Inc.
Largest Position
$300.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $306,117,830 | +$5,485,520 | +1.82% | |
| Halbert Hargrove Global Advisors, Llc | 12.52% | 3,662,435 | $285,120,597 | $282,044,119 | -$3,076,478 | -1.08% | |
| Annex Advisory Services, Llc | 3.97% | 3,111,527 | $242,232,374 | $239,618,694 | -$2,613,680 | -1.08% | |
| Wells Fargo & Company/Mn | 0.04% | 3,005,418 | $227,299,709 | $231,447,240 | +$4,147,531 | +1.82% | |
| Sigfig Wealth Management, Llc | 5.56% | 2,860,041 | $222,653,717 | $220,251,757 | -$2,401,960 | -1.08% | |
| Plancorp, Llc | 3.87% | 2,091,989 | $158,677,355 | $161,104,073 | +$2,426,718 | +1.53% | |
| Modern Wealth Management, Llc | 1.64% | 1,810,836 | $136,953,506 | $139,452,480 | +$2,498,974 | +1.82% | |
| Ullmann Wealth Partners Group, Llc | 7.80% | 1,117,660 | $87,009,808 | $86,070,997 | -$938,811 | -1.08% | |
| Clearwater Capital Advisors, Llc | 6.37% | 1,149,647 | $86,947,832 | $88,534,315 | +$1,586,483 | +1.82% | |
| Compound Planning, Inc. | 1.55% | 781,052 | $59,070,933 | $60,148,815 | +$1,077,882 | +1.82% | |
| Cardinal Point Capital Management Ulc | 3.26% | 754,633 | $58,748,148 | $58,114,287 | -$633,861 | -1.08% | |
| Envestnet Asset Management Inc | 0.01% | 698,956 | $52,862,012 | $53,826,602 | +$964,590 | +1.82% | |
| Integrated Wealth Concepts Llc | 0.34% | 681,028 | $51,506,164 | $52,445,966 | +$939,802 | +1.82% | |
| Jpmorgan Chase & Co | 0.00% | 673,406 | $50,606,489 | $51,858,996 | +$1,252,507 | +2.47% | |
| Ameriprise Financial Inc | 0.01% | 592,041 | $45,064,384 | $45,593,077 | +$528,693 | +1.17% | |
| Cora Capital Advisors Llc | 10.85% | 527,514 | $41,066,939 | $40,623,853 | -$443,086 | -1.08% | |
| Conrad Siegel Investment Advisors, Inc. | 6.31% | 501,340 | $39,029,295 | $38,608,193 | -$421,102 | -1.08% | |
| Morgan Stanley | 0.00% | 512,414 | $38,753,879 | $39,461,002 | +$707,123 | +1.82% | |
| Focus Partners Wealth | 0.04% | 466,809 | $35,304,812 | $35,948,961 | +$644,149 | +1.82% | |
| Pettinga Financial Advisors Llc | 5.06% | 393,648 | $30,645,532 | $30,314,832 | -$330,700 | -1.08% | |
| Osaic Holdings, Inc. | 0.04% | 404,298 | $30,576,954 | $31,134,989 | +$558,035 | +1.83% | |
| Acropolis Investment Management, Llc | 1.13% | 359,850 | $28,014,323 | $27,712,049 | -$302,275 | -1.08% | |
| Lpl Financial Llc | 0.01% | 349,982 | $26,469,137 | $26,952,114 | +$482,977 | +1.82% | |
| Lifegoal Investments, Llc | 7.54% | 317,596 | $24,724,886 | $24,458,068 | -$266,818 | -1.08% | |
| Beirne Wealth Consulting Services, Llc | 4.17% | 270,502 | $21,060,514 | $20,831,359 | -$229,155 | -1.09% | |
| Hixon Zuercher, Llc | 5.37% | 239,401 | $18,637,368 | $18,436,271 | -$201,097 | -1.08% | |
| Bank Of America Corp | 0.00% | 243,744 | $18,434,347 | $18,770,725 | +$336,378 | +1.82% | |
| Vise Technologies, Inc. | 0.15% | 234,075 | $18,222,707 | $18,026,116 | -$196,591 | -1.08% | |
| Stonebridge Financial Group, Llc | 1.25% | 218,606 | $17,018,463 | $16,834,848 | -$183,615 | -1.08% | |
| Foster & Motley Inc | 0.78% | 223,031 | $16,868,000 | $17,175,617 | +$307,617 | +1.82% | |
| Phillips Financial Management, Llc | 1.28% | 215,125 | $16,747,535 | $16,566,776 | -$180,759 | -1.08% | |
| Exchange Traded Concepts, Llc | 0.07% | 203,783 | $15,864,507 | $15,693,329 | -$171,178 | -1.08% | |
| World Investment Advisors | 0.24% | 217,819 | $14,376,054 | $16,774,241 | +$2,398,187 | +16.68% | |
| Obsido Oy | 6.96% | 172,107 | $13,016,452 | $13,253,960 | +$237,508 | +1.82% | |
| Parallel Advisors, Llc | 0.19% | 168,713 | $12,759,805 | $12,992,588 | +$232,783 | +1.82% | |
| Ddfg, Inc | 2.48% | 161,819 | $12,597,583 | $12,461,681 | -$135,902 | -1.08% | |
| Raymond James Financial Inc | 0.00% | 155,171 | $11,735,602 | $11,949,719 | +$214,117 | +1.82% | |
| Jones Financial Companies Lllp | 0.00% | 145,208 | $10,790,410 | $11,182,468 | +$392,058 | +3.63% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 140,887 | $10,655,283 | $10,849,708 | +$194,425 | +1.82% | |
| Hb Wealth Management, Llc | 0.05% | 134,096 | $10,439,339 | $10,326,733 | -$112,606 | -1.08% | |
| Fmr Llc | 0.00% | 137,881 | $10,427,966 | $10,618,216 | +$190,250 | +1.82% | |
| Two Sigma Investments, Lp | 0.01% | 130,900 | $9,899,967 | $10,080,609 | +$180,642 | +1.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 123,981 | $9,651,950 | $9,547,777 | -$104,173 | -1.08% | |
| Evolve Private Wealth, Llc | 0.56% | 121,145 | $9,162,169 | $9,329,376 | +$167,207 | +1.82% | |
| Citigroup Inc | 0.00% | 115,916 | $8,766,739 | $8,926,691 | +$159,952 | +1.82% | |
| Cwm, Llc | 0.02% | 131,877 | $8,703,881 | $10,155,848 | +$1,451,967 | +16.68% | |
| Quantinno Capital Management Lp | 0.01% | 113,282 | $8,567,518 | $8,723,847 | +$156,329 | +1.82% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 99,052 | $7,839,963 | $7,627,995 | -$211,968 | -2.70% | |
| Nova R Wealth, Inc. | 2.16% | 94,892 | $7,387,336 | $7,307,633 | -$79,703 | -1.08% | |
| Sterneck Capital Management, Llc | 3.00% | 92,491 | $6,995,097 | $7,122,732 | +$127,635 | +1.82% |
Frequently asked questions about LRGF
Who are the largest institutional holders of LRGF?
The largest institutional holders of LRGF reported in the latest SEC Form 13F filings include Strategic Financial Services, Inc., Halbert Hargrove Global Advisors, Llc, Annex Advisory Services, Llc, Wells Fargo & Company/Mn, and Sigfig Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported LRGF position.
What is LRGF institutional ownership?
This page tracks LRGF positions reported by institutional investment managers through SEC Form 13F. ISHARES US EQUITY FACTOR ETF (LRGF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LRGF?
InsiderSet currently tracks 250 institutional managers reporting LRGF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LRGF shareholders.
How much LRGF stock do institutions own?
Institutional investment managers disclosed approximately $2.92B in LRGF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LRGF institutional ownership last updated?
The latest LRGF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LRGF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LRGF position after the reporting date.
Are institutions buying or selling LRGF?
Institutional buying and selling can be analyzed by comparing LRGF positions across consecutive 13F reporting periods. InsiderSet's LRGF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LRGF ownership changes.
How has LRGF institutional ownership changed over time?
InsiderSet tracks LRGF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.