iShares US Equity Factor ETFLRGFETF
13F holders, Q2 2026 (June 30)255holders +11
27new positions
13sold out
1famous investor
$75.54avg. 13F price*
At the end of Q2 2026, 255 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 11 from Q1 2026. 27 opened new positions and 13 sold out. The largest holders were Strategic Financial Services, Inc. ($300.6M), Halbert Hargrove Global Advisors, LLC ($273.9M) and Wells Fargo & Company ($227.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares US Equity Factor ETF
- CUSIP
- 46434V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $27.5M |
| Exits | 13 | $9.3M |
All 13F filers, Q1 2026 → Q2 2026: 3,379,948 shares bought and 1,195,112 shares sold, net +2,184,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Strategic Financial Services, Inc. | 13.18% | Reduce -0.4% | 3,975,040 | $300.6M |
| Halbert Hargrove Global Advisors, LLC | 11.91% | Reduce -0.1% | 3,621,832 | $273.9M |
| Wells Fargo & Company | 0.04% | Add +4.4% | 3,005,418 | $227.3M |
| SigFig Wealth Management, LLC | 5.83% | Add +1.2% | 2,927,890 | $220.0M |
| Annex Advisory Services, LLC | 3.67% | Add +108.5% | 2,839,647 | $214.8M |
| Tolleson Wealth Management, Inc. | 23.72% | Reduce -0.4% | 2,326,510 | $176.0M |
| Plancorp, LLC | 3.87% | Add +5.6% | 2,091,989 | $158.7M |
| Modern Wealth Management, LLC | 1.64% | Add +72.2% | 1,810,836 | $137.0M |
| Clearwater Capital Advisors, LLC | 6.37% | Add +1.9% | 1,149,647 | $86.9M |
| Ullmann Wealth Partners Group, LLC | 7.80% | Reduce -2.5% | 1,134,837 | $85.8M |
| Compound Planning, Inc. | 1.55% | Add +0.4% | 781,052 | $59.1M |
| Cardinal Point Capital Management ULC | 3.16% | Add +0.7% | 736,666 | $55.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.1% | 698,956 | $52.9M |
| Integrated Wealth Concepts LLC | 0.34% | Add +0.7% | 681,028 | $51.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 673,406 | $50.6M |
| Kestra Investment Management, LLC | 0.96% | Reduce -31.9% | 656,588 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.0% | 592,041 | $45.1M |
| Conrad Siegel Investment Advisors, Inc. | 6.41% | Reduce -2.3% | 520,948 | $39.4M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 512,414 | $38.8M |
| Cora Capital Advisors LLC | 10.27% | Add +1.9% | 483,912 | $36.6M |
| Focus Partners Wealth | 0.04% | Reduce -11.5% | 466,809 | $35.3M |
| Osaic Holdings, Inc. | 0.04% | Add +1.3% | 404,298 | $30.6M |
| Pettinga Financial Advisors LLC | 4.88% | Reduce -3.2% | 402,597 | $30.4M |
| Acropolis Investment Management, LLC | 1.07% | Add +0.3% | 358,709 | $27.1M |
| LPL Financial LLC | 0.01% | Reduce -7.0% | 349,982 | $26.5M |
| LifeGoal Investments, LLC | 10.24% | Add +18.2% | 295,859 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.0% | 282,326 | $21.4M |
| Beirne Wealth Consulting Services, LLC | 4.03% | Add +0.3% | 267,564 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 243,744 | $18.4M |
| Vise Technologies, Inc. | 0.20% | Add +155.7% | 229,518 | $17.4M |
| Foster & Motley Inc. | 0.78% | Reduce -1.4% | 223,031 | $16.9M |
| Phillips Financial Management, LLC | 1.22% | Reduce -22.9% | 220,162 | $16.7M |
| Stonebridge Financial Group, LLC | 1.23% | Add +1.9% | 214,927 | $16.3M |
| Exchange Traded Concepts, LLC | 0.08% | Add +7.9% | 201,449 | $15.2M |
| World Investment Advisors | 0.24% | No change | 217,819 | $14.4M |
| Obsido Oy | 6.96% | Add +3.0% | 172,107 | $13.0M |
| DDFG, Inc | 2.54% | Reduce -2.3% | 169,454 | $12.8M |
| Parallel Advisors, LLC | 0.20% | Add +5.3% | 168,713 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Add +2.2% | 168,632 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 155,171 | $11.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.0% | 145,208 | $10.8M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +0.9% | 140,887 | $10.7M |
| FMR LLC | 0.00% | Add +10.5% | 137,881 | $10.4M |
| HB Wealth Management, LLC | 0.06% | Reduce -2.4% | 135,999 | $10.3M |
| Two Sigma Investments, LP | 0.01% | New | 130,900 | $9.9M |
| Evolve Private Wealth, LLC | 0.56% | Add +1.1% | 121,145 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 120,079 | $9.1M |
| Citigroup Inc. | 0.00% | Add +2.1% | 115,916 | $8.8M |
| Quantinno Capital Management LP | 0.01% | Add +48.5% | 113,282 | $8.6M |
| Nova R Wealth, Inc. | 2.26% | Add +0.1% | 102,452 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -31.4% | 101,026 | $7.7M |
| Sterneck Capital Management, LLC | 3.00% | Reduce -0.8% | 92,491 | $7.0M |
| Ewa, LLC | 1.26% | Add +3.3% | 91,240 | $6.9M |
| KM Capital Management Ltd. | 3.18% | Add +0.1% | 89,411 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -22.0% | 89,301 | $6.8M |
| AQR Capital Management | 0.00% | Add +0.1% | 89,196 | $6.7M |
| AlTi Global, Inc. | 0.14% | Reduce -5.8% | 88,300 | $6.7M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 87,626 | $6.6M |
| Forte Asset Management LLC | 2.61% | Add +1.0% | 84,473 | $6.4M |
| Wescott Financial Advisory Group, LLC | 0.44% | Reduce -1.1% | 75,348 | $5.7M |
| ShoreHaven Wealth Partners, LLC | 1.78% | Reduce -2.6% | 74,892 | $5.7M |
| RHS Financial, LLC | 2.24% | Add +3.8% | 73,365 | $5.5M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.9% | 71,199 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -2.1% | 69,817 | $5.3M |
| StoneX Group Inc. | 0.21% | Reduce -0.8% | 69,330 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.5% | 65,475 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 63,806 | $4.8M |
| Family Capital Trust Co | 1.49% | Reduce -39.9% | 60,660 | $4.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +12.4% | 52,682 | $4.0M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -22.0% | 52,673 | $4.0M |
| Diversify Advisory Services, LLC | 0.07% | New | 52,399 | $4.0M |
| Diversify Wealth Management, LLC | 0.07% | Reduce -0.5% | 52,399 | $4.0M |
| Physician Wealth Advisors, Inc. | 0.45% | Add +1.4% | 50,029 | $3.8M |
| Everpar Advisors LLC | 1.05% | Add +10.9% | 48,653 | $3.7M |
| RVW Wealth, LLC | 0.22% | Reduce -0.9% | 44,554 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -2.3% | 41,279 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -6.3% | 39,601 | $3.0M |
| Magnolia Capital Advisors LLC | 0.51% | Add +1.4% | 38,911 | $2.9M |
| Alliancebernstein L.P. | 0.00% | No change | 43,508 | $2.9M |
| Hobbs Group Advisors, LLC | 0.72% | No change | 36,134 | $2.7M |
| Addison Advisors LLC | 1.22% | Reduce -48.7% | 34,140 | $2.6M |
| UBS Group AG | 0.00% | Reduce -4.1% | 32,428 | $2.5M |
| Maimon Wealth Management LTD. | 1.85% | Add +13.6% | 31,705 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -2.4% | 28,705 | $2.2M |
| Summit Wealth Group LLC / Co. | 0.18% | Reduce -8.4% | 28,170 | $2.1M |
| BFI Wealth Solutions, LLC | 1.55% | Reduce -2.0% | 27,661 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 26,463 | $2.0M |
| GSG Advisors LLC | 0.43% | Add +0.1% | 26,108 | $2.0M |
| Silver Oak Securities, Incorporated | 0.12% | New | 25,367 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +337.7% | 25,198 | $1.9M |
| Hershey Financial Advisers, LLC | 1.34% | New | 24,760 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +9.9% | 23,811 | $1.8M |
| Betterment LLC | 0.00% | Reduce -3.4% | 23,701 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.28% | Reduce -3.3% | 22,682 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 22,681 | $1.7M |
| Stokes Family Office, LLC | 0.20% | Reduce -34.0% | 22,419 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -82.6% | 21,611 | $1.6M |
| XML Financial, LLC | 0.12% | Add +160.7% | 21,422 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.0% | 21,311 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -12.1% | 21,006 | $1.6M |
| Creative Planning | 0.00% | Reduce -7.0% | 20,872 | $1.6M |
| Herold Advisors, Inc. | 0.31% | Add +61.0% | 20,506 | $1.6M |
| Partners in Financial Planning | 0.22% | Add +0.2% | 18,948 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +82.8% | 18,947 | $1.4M |
| Smith Salley Wealth Management | 0.06% | No change | 18,832 | $1.4M |
| Moneco Advisors, LLC | 0.09% | Add +0.1% | 18,822 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | New | 18,036 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | New | 18,009 | $1.4M |
| Elevation Capital Advisory, LLC | 0.51% | Reduce -7.1% | 17,588 | $1.3M |
| Planned Solutions, Inc. | 0.37% | Add +3.2% | 16,984 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Add +0.3% | 16,754 | $1.3M |
| First Foundation Advisors | 0.04% | Reduce -11.6% | 15,282 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +42.5% | 14,444 | $1.1M |
| JGP Wealth Management, LLC | 0.09% | Add +23.2% | 12,714 | $962K |
| Sterling Investment Counsel, LLC | 0.22% | Add +13.8% | 12,381 | $936K |
| Private Advisor Group, LLC | 0.00% | Reduce -52.7% | 12,283 | $929K |
| Kaydan Wealth Management, Inc. | 0.28% | Add +0.3% | 12,063 | $912K |
| Savant Capital, LLC | 0.00% | New | 11,912 | $901K |
| Tranquility Partners, LLC | 0.31% | Reduce -0.8% | 11,809 | $893K |
| Ieq Capital, LLC | 0.00% | Add +115.2% | 11,719 | $886K |
| Bellwether Advisors, LLC | 0.13% | Add +0.2% | 11,266 | $852K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.4% | 10,890 | $824K |
| Baron Silver Stevens Financial Advisors, LLC | 0.10% | Reduce -3.2% | 10,860 | $821K |
| Atlas Legacy Advisors, LLC | 0.12% | Reduce -0.2% | 10,656 | $806K |
| Axxcess Wealth Management, LLC | 0.01% | New | 10,579 | $800K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -0.0% | 10,467 | $792K |
| &partners | 0.00% | Add +3.1% | 10,400 | $786K |
| Savvy Advisors, Inc. | 0.02% | Add +1.2% | 10,318 | $780K |
| MML Investors Services, LLC | 0.00% | Add +11.5% | 10,277 | $777K |
| Quadrant Private Wealth Management, LLC | 0.17% | No change | 10,128 | $766K |
| Marino, Stram & Associates LLC | 0.12% | Add +10.4% | 9,960 | $753K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.8% | 9,918 | $750K |
| LWM Advisory Services, LLC | 1.30% | New | 9,595 | $726K |
| RMR Wealth Builders | 0.04% | Reduce -2.9% | 9,193 | $695K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +110.2% | 9,014 | $682K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 8,743 | $661K |
| Jane Street Group, LLC | 0.00% | New | 8,460 | $640K |
| Frontier Asset Management, LLC | 0.11% | Add +1.2% | 8,161 | $617K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 8,056 | $609K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,948 | $601K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 7,907 | $598K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.9% | 7,293 | $552K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -4.7% | 7,238 | $547K |
| Arax Advisory Partners | 0.00% | New | 6,688 | $506K |
| Waverly Advisors, LLC | 0.00% | No change | 6,478 | $490K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.9% | 6,475 | $490K |
| Versant Capital Management, Inc | 0.04% | No change | 6,343 | $480K |
| Retirement Planning Group, LLC | 0.01% | Reduce -2.9% | 6,229 | $471K |
| Nuveen, LLC | 0.00% | New | 6,213 | $470K |
| MAI Capital Management | 0.00% | Add +0.1% | 6,117 | $463K |
| Csenge Advisory Group | 0.02% | New | 5,911 | $447K |
| Stonebrook Private Inc. | 0.08% | Add +0.4% | 5,794 | $438K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | No change | 5,793 | $438K |
| Capital Analysts, LLC | 0.01% | No change | 5,576 | $422K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 5,328 | $403K |
| Ledyard National Bank | 0.03% | Add +3.0% | 5,304 | $401K |
| Sowell Financial Services LLC | 0.01% | Reduce -11.6% | 5,298 | $401K |
| Joule Financial, LLC | 0.11% | Add +22.0% | 5,230 | $396K |
| Boston Trust Walden Corp | 0.00% | No change | 5,045 | $382K |
| SFE Investment Counsel | 0.05% | Reduce -9.0% | 4,889 | $370K |
| Flagship Private Wealth, LLC | 0.13% | Add +1.1% | 4,748 | $359K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +20.6% | 4,737 | $358K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.3% | 4,649 | $352K |
| D.A. Davidson & Co. | 0.00% | No change | 4,649 | $345K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 4,480 | $339K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.04% | New | 4,387 | $332K |
| AlphaCore Capital LLC | 0.01% | Reduce -0.5% | 4,320 | $327K |
| TAGStone Capital, Inc. | 0.10% | Add +0.9% | 4,312 | $326K |
| Anderson Hoagland & Co. | 0.02% | No change | 4,197 | $317K |
| Strategic Blueprint, LLC | 0.02% | Reduce -5.4% | 4,166 | $315K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,140 | $313K |
| L.K. Benson & Company, P.C. | 0.09% | Reduce -17.1% | 4,130 | $312K |
| Ergawealth Advisors, Inc. | 0.12% | Add +0.1% | 4,097 | $310K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -4.7% | 4,056 | $307K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,010 | $303K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,995 | $302K |
| Aprio Wealth Management, LLC | 0.01% | New | 3,858 | $292K |
| BetterWealth, LLC | 0.05% | No change | 3,756 | $284K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 3,747 | $283K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,745 | $283K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.3% | 3,735 | $282K |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 3,639 | $275K |
| IFP Advisors, Inc | 0.00% | Add +942.8% | 3,535 | $267K |
| Endeavor Private Wealth, Inc. | 0.06% | Add +6.5% | 3,414 | $258K |
| Principal Securities, Inc. | 0.00% | No change | 3,289 | $249K |
| Wright Wealth LLC | 0.14% | Reduce -12.6% | 3,133 | $237K |
| GDS Wealth Management | 0.01% | No change | 3,124 | $236K |
| Colonial Trust Advisors | 0.02% | No change | 3,064 | $232K |
| Western Wealth Management, LLC | 0.01% | No change | 3,058 | $231K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,933 | $222K |
| LexAurum Advisors, LLC | 0.03% | New | 2,926 | $221K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,869 | $217K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,830 | $214K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -83.5% | 2,827 | $214K |
| Lantern Wealth Advisors, LLC | 0.10% | New | 2,798 | $212K |
| IHT Wealth Management, LLC | 0.00% | New | 2,746 | $208K |
| Keebeck Wealth Management | 0.02% | New | 2,739 | $207K |
| BlackRock, Inc. | 0.00% | Add +8.1% | 2,699 | $204K |
| Financial Management, Inc. | 0.17% | New | 2,691 | $204K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,688 | $203K |
| AE Wealth Management LLC | 0.00% | No change | 2,584 | $195K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -27.7% | 2,582 | $195K |
| Morse Asset Management, Inc | 0.03% | No change | 2,250 | $170K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,197 | $166K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 2,114 | $160K |
| Tucker Asset Management LLC | 0.04% | No change | 1,972 | $149K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.8% | 1,898 | $144K |
| JNBA Financial Advisors | 0.01% | No change | 1,615 | $122K |
| Holos Integrated Wealth LLC | 0.06% | No change | 1,600 | $121K |
| Assetmark, Inc. | 0.00% | Add +44.9% | 1,575 | $119K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,527 | $115K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.4% | 1,460 | $110K |
| Avion Wealth | 0.02% | No change | 1,266 | $95K |
| Barrett & Company, Inc. | 0.03% | No change | 1,196 | $90K |
| CENTRAL TRUST Co | 0.00% | New | 1,010 | $76K |
| Vanguard Advisers Inc. | 0.00% | Reduce -3.7% | 938 | $71K |
| MidFirst Bank | 0.01% | No change | 929 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 870 | $66K |
| Key Financial Inc | 0.01% | No change | 860 | $65K |
| Integrity Financial Corp | 0.02% | Add +0.2% | 596 | $45K |
| Bellevue Asset Management, LLC | 0.02% | No change | 584 | $44K |
| Avalon Trust Co | 0.00% | No change | 580 | $44K |
| Ares Financial Consulting, LLC | 0.03% | Add +0.2% | 551 | $42K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 550 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 477 | $36K |
| Blair William & Co. | 0.00% | Reduce -28.4% | 453 | $34K |
| Wolff Wiese Magana LLC | 0.01% | No change | 420 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 362 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 342 | $26K |
| Triumph Capital Management | 0.00% | No change | 336 | $25K |
| Caldwell Trust Co | 0.00% | No change | 335 | $25K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -2.7% | 325 | $25K |
| Smartleaf Asset Management LLC | 0.00% | No change | 323 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.3% | 322 | $24K |
| Private Trust Co. NA | 0.00% | No change | 300 | $23K |
| JDM Financial Group LLC | 0.01% | No change | 289 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 264 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 261 | $20K |
| Piscataqua Savings Bank | 0.01% | New | 235 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 210 | $16K |
| Key Capital Management, INC | 0.01% | No change | 202 | $15K |
| US Bancorp \de | 0.00% | No change | 193 | $15K |
| Hantz Financial Services, Inc. | 0.00% | No change | 150 | $11K |
| Nova Wealth Management, Inc. | 0.01% | No change | 135 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 134 | $10K |
| Mather Group, Llc. | 0.00% | No change | 126 | $9K |
| International Assets Investment Management, LLC | 0.00% | Reduce -87.7% | 118 | $9K |
| Realta Investment Advisors | 0.00% | No change | 53 | $4K |
| Bank of Montreal | 0.00% | No change | 50 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +310.0% | 41 | $3K |
| Cheviot Value Management, LLC | 0.00% | No change | 40 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -7.1% | 26 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 24 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.1% | 15 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 11 | $832 |
"% of holder's portfolio" is LRGF's weight in each manager's 13F, not the share of iShares US Equity Factor ETF the manager owns.