Who owns iShares U.S. Equity Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LRGF from SEC Form 13F filings across 255 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.
As of the 2026-06-30 reporting period, 255 institutions disclosed 41.0M shares of iShares U.S. Equity Factor ETF worth $3.10B — about 90% of shares outstanding; the largest disclosed holder is Strategic Financial Services, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
255
13F holders
$3.10B
value, 2026 filers
90%
of shares outstanding (41.0M sh)
31
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 | Strategic Financial Services, Inc. | 4.0M | $300.6M | 13.2% | 8.7% | -0.4% |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.6M | $273.9M | 11.8% | 7.9% | -0.1% |
| 3 | WELLS FARGO & COMPANY/MN | 3.0M | $227.3M | 0.0% | 6.6% | +4.4% |
| 4 | SigFig Wealth Management, LLC | 2.9M | $220.0M | 5.8% | 6.4% | +1.2% |
| 5 | Annex Advisory Services, LLC | 2.8M | $214.8M | 3.7% | 6.2% | +108.5% |
| 6 | Tolleson Wealth Management, Inc.NEW | 2.3M | $176.0M | 23.7% | 5.1% | new |
| 7 | Plancorp, LLC | 2.1M | $158.7M | 3.9% | 4.6% | +5.6% |
| 8 | Modern Wealth Management, LLC | 1.8M | $137.0M | 1.6% | 4% | +72.2% |
| 9 | Clearwater Capital Advisors, LLC | 1.1M | $86.9M | 6.4% | 2.5% | +1.9% |
| 10 | Ullmann Wealth Partners Group, LLC | 1.1M | $85.8M | 7.8% | 2.5% | -2.5% |
| 11 | Compound Planning, Inc. | 781,052 | $59.1M | 1.5% | 1.7% | +0.4% |
| 12 | Cardinal Point Capital Management ULC | 736,666 | $55.7M | 3.2% | 1.6% | +0.7% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 698,956 | $52.9M | 0.0% | 1.5% | +6.1% |
| 14 | Integrated Wealth Concepts LLC | 681,028 | $51.5M | 0.3% | 1.5% | +0.7% |
| 15 | JPMORGAN CHASE & CO | 673,406 | $50.6M | 0.0% | 1.5% | -2.3% |
| 16 | Kestra Investment Management, LLC | 656,588 | $49.7M | 1.0% | 1.4% | -31.9% |
| 17 | AMERIPRISE FINANCIAL INC | 592,041 | $45.1M | 0.0% | 1.3% | -16.0% |
| 18 | Conrad Siegel Investment Advisors, Inc. | 520,948 | $39.4M | 6.4% | 1.1% | -2.3% |
| 19 | MORGAN STANLEY | 512,414 | $38.8M | 0.0% | 1.1% | -3.6% |
| 20 | CORA CAPITAL ADVISORS LLC | 483,912 | $36.6M | 10.3% | 1.1% | +1.9% |
| 21 | Focus Partners Wealth | 466,809 | $35.3M | 0.0% | 1% | -11.5% |
| 22 | OSAIC HOLDINGS, INC. | 404,298 | $30.6M | 0.0% | 0.9% | +1.2% |
| 23 | Pettinga Financial Advisors LLC | 402,597 | $30.4M | 4.9% | 0.9% | -3.2% |
| 24 | Acropolis Investment Management, LLC | 358,709 | $27.1M | 1.1% | 0.8% | +0.3% |
| 25 | LPL Financial LLC | 349,982 | $26.5M | 0.0% | 0.8% | -7.1% |
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.