iShares US Equity Factor ETF (LRGF): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow LRGF for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 256

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$75.63

+14.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of LRGF (all 13F filers)

Strategic Financial Services4.0 MType not verified−16 K
Halbert Hargrove Global Advisors3.6 MType not verified−4,657
Wells Fargo3.0 MBank or trading desk+126 K
SigFig Wealth Management2.9 MWealth adviser+36 K
Annex Advisory Services2.8 MType not verified+1.5 M
Tolleson Wealth Management2.3 MWealth adviser−9,556
Plancorp2.1 MType not verified+112 K
Modern Wealth Management1.8 MWealth adviser+759 K
Clearwater Capital Advisors1.1 MType not verified+21 K
Ullmann Wealth Partners Group1.1 MWealth adviser−29 K

Filer	Type
Strategic Financial Services	Type not verified	4.0 M	−16 K	$301M
Halbert Hargrove Global Advisors	Type not verified	3.6 M	−4,657	$274M
Wells Fargo	Bank or trading desk	3.0 M	+126 K	$227M
SigFig Wealth Management	Wealth adviser	2.9 M	+36 K	$220M
Annex Advisory Services	Type not verified	2.8 M	+1.5 M	$215M
Tolleson Wealth Management	Wealth adviser	2.3 M	−9,556	$176M
Plancorp	Type not verified	2.1 M	+112 K	$159M
Modern Wealth Management	Wealth adviser	1.8 M	+759 K	$137M
Clearwater Capital Advisors	Type not verified	1.1 M	+21 K	$86.9M
Ullmann Wealth Partners Group	Wealth adviser	1.1 M	−29 K	$85.8M

Strategic Financial Services
Shares
4.0 M
Change
−16 K
See more
Type
Type not verified
Value
$301M
Halbert Hargrove Global Advisors
Shares
3.6 M
Change
−4,657
See more
Type
Type not verified
Value
$274M
Wells Fargo
Shares
3.0 M
Change
+126 K
See more
Type
Bank or trading desk
Value
$227M
SigFig Wealth Management
Shares
2.9 M
Change
+36 K
See more
Type
Wealth adviser
Value
$220M
Annex Advisory Services
Shares
2.8 M
Change
+1.5 M
See more
Type
Type not verified
Value
$215M
Tolleson Wealth Management
Shares
2.3 M
Change
−9,556
See more
Type
Wealth adviser
Value
$176M
Plancorp
Shares
2.1 M
Change
+112 K
See more
Type
Type not verified
Value
$159M
Modern Wealth Management
Shares
1.8 M
Change
+759 K
See more
Type
Wealth adviser
Value
$137M
Clearwater Capital Advisors
Shares
1.1 M
Change
+21 K
See more
Type
Type not verified
Value
$86.9M
Ullmann Wealth Partners Group
Shares
1.1 M
Change
−29 K
See more
Type
Wealth adviser
Value
$85.8M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗