Who owns iShares U.S. Equity Factor ETF?
Institutional ownership of LRGF from SEC Form 13F filings across 158 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
158
13F holders
$1.57B
value, 2026 filers
46.2%
of shares outstanding (21.0M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LRGF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.6M | $273.9M | 11.8% | 7.9% | -0.1% |
| 2 | WELLS FARGO & COMPANY/MN | 3.0M | $227.3M | 0.0% | 6.6% | +4.4% |
| 3 | Plancorp, LLC | 2.1M | $158.7M | 3.9% | 4.6% | +5.6% |
| 4 | Modern Wealth Management, LLC | 1.8M | $137.0M | 1.6% | 4% | +72.2% |
| 5 | Integrated Wealth Concepts LLC | 878,367 | $66.4M | 0.3% | 1.9% | +29.9% |
| 6 | Compound Planning, Inc. | 781,052 | $59.1M | 1.5% | 1.7% | +0.4% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 698,956 | $52.9M | 0.0% | 1.5% | +6.1% |
| 8 | JPMORGAN CHASE & CO | 673,406 | $50.6M | 0.0% | 1.5% | -2.3% |
| 9 | AMERIPRISE FINANCIAL INC | 592,041 | $45.1M | 0.0% | 1.3% | -16.0% |
| 10 | MORGAN STANLEY | 512,414 | $38.8M | 0.0% | 1.1% | -3.6% |
| 11 | CORA CAPITAL ADVISORS LLC | 483,912 | $36.6M | 10.3% | 1.1% | +1.9% |
| 12 | Focus Partners Wealth | 466,809 | $35.3M | 0.0% | 1% | -11.5% |
| 13 | OSAIC HOLDINGS, INC. | 404,298 | $30.6M | 0.0% | 0.9% | +1.2% |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | 402,898 | $30.5M | 0.1% | 0.9% | +115.8% |
| 15 | LPL Financial LLC | 349,982 | $26.5M | 0.0% | 0.8% | -7.1% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 282,326 | $21.4M | 0.0% | 0.6% | +6.0% |
| 17 | BANK OF AMERICA CORP /DE/ | 243,744 | $18.4M | 0.0% | 0.5% | -1.6% |
| 18 | Vise Technologies, Inc. | 229,518 | $17.4M | 0.2% | 0.5% | +155.7% |
| 19 | World Investment Advisors | 217,819 | $14.4M | 0.2% | 0.5% | 0.0% |
| 20 | Parallel Advisors, LLC | 168,713 | $12.8M | 0.2% | 0.4% | +5.3% |
| 21 | HighTower Advisors, LLC | 168,632 | $12.8M | 0.0% | 0.4% | +2.2% |
| 22 | RAYMOND JAMES FINANCIAL INC | 155,171 | $11.7M | 0.0% | 0.3% | -2.8% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 145,208 | $10.8M | 0.0% | 0.3% | 0.0% |
| 24 | Vestmark Advisory Solutions, Inc. | 140,887 | $10.7M | 0.1% | 0.3% | +0.9% |
| 25 | FMR LLC | 137,881 | $10.4M | 0.0% | 0.3% | +10.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.