§ EQUITY
USDLRGF
ISHARES US EQUITY FACTOR ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
111 increased/new, 77 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Strategic Financial Services, Inc. | 4.0M | 12.5% | +2% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.6M | 11.5% | +2% |
| SigFig Wealth Management, LLC | 2.9M | 5.6% | +14% |
| Wells Fargo & Company | 2.9M | n/a | +11% |
| Tolleson Wealth Management, Inc. | 2.3M | n/a | −0% |
| Plancorp, LLC | 2.0M | 3.9% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for LRGF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.0% · 213 holders
DEALER / BANK12.6% · 17 holders
QUALITY / COMPOUNDER2.4% · 6 holders
INCOME / DEFENSIVE0.7% · 2 holders
SYSTEMATIC / QUANT0.2% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LRGF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LRGF yet.