LRGF Institutional Ownership
iShares U.S. Equity Factor ETF
1W: -0.3%
1M: +0.8%
3M: +3.3%
YTD: +13.0%
1Y: +13.9%
3Y: +87.6%
5Y: +92.0%
$78.57
+0.55 (+0.70%)
Weekly Expected Move ±1.4%
$76
$77
$79
$80
$81
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — LRGF
267
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
27
New Positions
88
Increased
90
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (276 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | 3,975,040 | $312M | -15,834 | -0.4% | 31Q | SEC ↗ |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,621,832 | $285M | -4,657 | -0.1% | 24Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 3,005,418 | $236M | +126,348 | +4.4% | 40Q | SEC ↗ |
| 4 | SigFig Wealth Management, LLC | 2,927,890 | $230M | +35,921 | +1.2% | 20Q | SEC ↗ |
| 5 | Annex Advisory Services, LLC | 2,839,647 | $223M | +1,477,785 | +108.5% | 2Q | SEC ↗ |
| 6 | Tolleson Wealth Management, Inc. | 2,326,510 | $183M | -9,556 | -0.4% | 15Q | SEC ↗ |
| 7 | Plancorp, LLC | 2,091,989 | $164M | +111,632 | +5.6% | 24Q | SEC ↗ |
| 8 | Modern Wealth Management, LLC | 1,810,836 | $142M | +759,481 | +72.2% | 6Q | SEC ↗ |
| 9 | Clearwater Capital Advisors, LLC | 1,149,647 | $90M | +21,205 | +1.9% | 31Q | SEC ↗ |
| 10 | Ullmann Wealth Partners Group, LLC | 1,134,837 | $89M | -28,826 | -2.5% | 14Q | SEC ↗ |
| 11 | Compound Planning, Inc. | 781,052 | $61M | +2,996 | +0.4% | 10Q | SEC ↗ |
| 12 | Cardinal Point Capital Management ULC | 736,666 | $58M | +4,777 | +0.7% | 15Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 698,956 | $55M | +40,370 | +6.1% | 32Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 681,028 | $54M | +4,981 | +0.7% | 32Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 673,406 | $53M | -16,138 | -2.3% | 15Q | SEC ↗ |
| 16 | Kestra Investment Management, LLC | 656,588 | $52M | -307,603 | -31.9% | 9Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 592,041 | $47M | -112,849 | -16.0% | 16Q | SEC ↗ |
| 18 | Conrad Siegel Investment Advisors, Inc | 520,948 | $41M | -12,257 | -2.3% | 10Q | SEC ↗ |
| 19 | MORGAN STANLEY | 512,414 | $40M | -18,974 | -3.6% | 37Q | SEC ↗ |
| 20 | CORA CAPITAL ADVISORS LLC | 483,912 | $38M | +9,228 | +1.9% | 15Q | SEC ↗ |
| 21 | Focus Partners Wealth | 466,809 | $37M | -60,898 | -11.5% | 11Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 404,298 | $32M | +4,982 | +1.2% | 26Q | SEC ↗ |
| 23 | Pettinga Financial Advisors LLC | 402,597 | $32M | -13,318 | -3.2% | 15Q | SEC ↗ |
| 24 | Acropolis Investment Management, LLC | 358,709 | $28M | +1,160 | +0.3% | 14Q | SEC ↗ |
| 25 | LPL Financial LLC | 349,982 | $27M | -26,547 | -7.1% | 43Q | SEC ↗ |
| 26 | LifeGoal Investments, LLC | 295,859 | $23M | +45,518 | +18.2% | 7Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 282,326 | $22M | +15,874 | +6.0% | 35Q | SEC ↗ |
| 28 | Beirne Wealth Consulting Services, LLC | 267,564 | $21M | +664 | +0.2% | 31Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 243,744 | $19M | -3,979 | -1.6% | 15Q | SEC ↗ |
| 30 | Vise Technologies, Inc. | 229,518 | $18M | +139,742 | +155.7% | 5Q | SEC ↗ |
| 31 | FOSTER & MOTLEY INC | 223,031 | $18M | -3,255 | -1.4% | 35Q | SEC ↗ |
| 32 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 220,162 | $17M | -65,591 | -23.0% | 34Q | SEC ↗ |
| 33 | World Investment Advisors | 217,819 | $17M | — | +0.0% | 25Q | SEC ↗ |
| 34 | Stonebridge Financial Group, LLC | 214,927 | $17M | +3,937 | +1.9% | 7Q | SEC ↗ |
| 35 | EXCHANGE TRADED CONCEPTS, LLC | 201,449 | $16M | +14,782 | +7.9% | 2Q | SEC ↗ |
| 36 | Obsido Oy | 172,107 | $14M | +4,938 | +3.0% | 7Q | SEC ↗ |
| 37 | DDFG, Inc | 169,454 | $13M | -3,963 | -2.3% | 10Q | SEC ↗ |
| 38 | Parallel Advisors, LLC | 168,713 | $13M | +8,422 | +5.3% | 37Q | SEC ↗ |
| 39 | HighTower Advisors, LLC | 168,632 | $13M | +3,580 | +2.2% | 25Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 155,171 | $12M | -4,450 | -2.8% | 7Q | SEC ↗ |
| 41 | JONES FINANCIAL COMPANIES LLLP | 145,208 | $11M | -33 | -0.0% | 9Q | SEC ↗ |
| 42 | Vestmark Advisory Solutions, Inc. | 140,887 | $11M | +1,319 | +0.9% | 4Q | SEC ↗ |
| 43 | FMR LLC | 137,881 | $11M | +13,086 | +10.5% | 32Q | SEC ↗ |
| 44 | HB Wealth Management, LLC | 135,999 | $11M | -3,398 | -2.4% | 19Q | SEC ↗ |
| 45 | CWM, LLC | 131,877 | $10M | +2,483 | +1.9% | 18Q | SEC ↗ |
| 46 | TWO SIGMA INVESTMENTS, LP NEW | 130,900 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 47 | EVOLVE PRIVATE WEALTH, LLC | 121,145 | $10M | +1,312 | +1.1% | 3Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 120,079 | $9M | -2,446 | -2.0% | 35Q | SEC ↗ |
| 49 | CITIGROUP INC | 115,916 | $9M | +2,402 | +2.1% | 36Q | SEC ↗ |
| 50 | Quantinno Capital Management LP | 113,282 | $9M | +37,014 | +48.5% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 130,900 | $10M |
| Diversify Advisory Services, LLC | 52,399 | $4M |
| SILVER OAK SECURITIES, INCORPORATED | 25,367 | $2M |
| Hershey Financial Advisers, LLC | 24,760 | $2M |
| Qube Research & Technologies Ltd | 18,036 | $1M |
| Ameritas Advisory Services, LLC | 18,009 | $1M |
| Savant Capital, LLC | 11,912 | $936K |
| AXXCESS WEALTH MANAGEMENT, LLC | 10,579 | $831K |
| LWM Advisory Services, LLC | 9,595 | $754K |
| JANE STREET GROUP, LLC | 8,460 | $665K |
| Arax Advisory Partners | 6,688 | $525K |
| Nuveen, LLC | 6,213 | $488K |
| Csenge Advisory Group | 5,911 | $464K |
| Brooklyn Investment Group | 5,213 | $410K |
| Alvarez & Marsal Private Wealth Par | 4,387 | $345K |
| Aprio Wealth Management, LLC | 3,858 | $303K |
| Concurrent Investment Advisors, LLC | 2,933 | $230K |
| LexAurum Advisors, LLC | 2,926 | $230K |
| Vanguard Personalized Indexing Mana | 2,869 | $225K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,830 | $222K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | 655,275 | $51M |
| Heck Capital Advisors, LLC | 84,353 | $7M |
| GOLDMAN SACHS GROUP INC | 22,963 | $2M |
| CITADEL ADVISORS LLC | 12,456 | $979K |
| Summit Financial, LLC | 12,436 | $977K |
| Gilbert Capital Group, Inc. | 7,504 | $590K |
| GTS SECURITIES LLC | 5,459 | $429K |
| NorthRock Partners, LLC | 5,218 | $410K |
| Columbus Macro, LLC | 4,143 | $326K |
| Weil Company, Inc. | 3,166 | $249K |
| CLEAR INVESTMENT RESEARCH, LLC | 2,571 | $202K |
| Goodman Advisory Group, LLC | 2,304 | $181K |
| Timmons Wealth Management, LLC | 810 | $64K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 452 | $36K |
| Ascentis Independent Advisors | 320 | $25K |
| Sound Income Strategies, LLC | 285 | $22K |
| ALERUS FINANCIAL NA | 32 | $3K |
| SIMPLEX TRADING, LLC | 10 | $1K |
| Smallwood Wealth Investment Managem | 1 | $0K |