Home › LRGF

Who holds LRGF

ISHARES TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Strategic Financial Services, Inc.4.0M$300.6M13.2%
HALBERT HARGROVE GLOBAL ADVISORS, LLC3.6M$273.9M11.8%
WELLS FARGO & COMPANY/MN3.0M$227.3M0.0%
SigFig Wealth Management, LLC2.9M$220.0M5.8%
Annex Advisory Services, LLC2.8M$214.8M3.7%
Tolleson Wealth Management, Inc.2.3M$176.0M23.7%
Plancorp, LLC2.1M$158.7M3.9%
Modern Wealth Management, LLC1.8M$137.0M1.6%
Clearwater Capital Advisors, LLC1.1M$86.9M6.4%
Ullmann Wealth Partners Group, LLC1.1M$85.8M7.8%
Compound Planning, Inc.781.1K$59.1M1.5%
Cardinal Point Capital Management ULC736.7K$55.7M3.2%
ENVESTNET ASSET MANAGEMENT INC699.0K$52.9M0.0%
Integrated Wealth Concepts LLC681.0K$51.5M0.3%
JPMORGAN CHASE & CO673.4K$50.6M0.0%
Kestra Investment Management, LLC656.6K$49.7M1.0%
AMERIPRISE FINANCIAL INC592.0K$45.1M0.0%
Conrad Siegel Investment Advisors, Inc.520.9K$39.4M6.4%
MORGAN STANLEY512.4K$38.8M0.0%
CORA CAPITAL ADVISORS LLC483.9K$36.6M10.3%
Focus Partners Wealth466.8K$35.3M0.0%
OSAIC HOLDINGS, INC.404.3K$30.6M0.0%
Pettinga Financial Advisors LLC402.6K$30.4M4.9%
Acropolis Investment Management, LLC358.7K$27.1M1.1%
LPL Financial LLC350.0K$26.5M0.0%
LifeGoal Investments, LLC295.9K$22.4M10.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO282.3K$21.4M0.0%
Beirne Wealth Consulting Services, LLC267.6K$20.2M4.0%
BANK OF AMERICA CORP /DE/243.7K$18.4M0.0%
Vise Technologies, Inc.229.5K$17.4M0.2%
Stonebridge Financial Group, LLC218.6K$17.0M1.3%
FOSTER & MOTLEY INC223.0K$16.9M0.8%
PHILLIPS FINANCIAL MANAGEMENT, LLC220.2K$16.7M1.2%
EXCHANGE TRADED CONCEPTS, LLC201.4K$15.2M0.1%
World Investment Advisors217.8K$14.4M0.2%
Obsido Oy172.1K$13.0M7.0%
DDFG, Inc169.5K$12.8M2.5%
Parallel Advisors, LLC168.7K$12.8M0.2%
RAYMOND JAMES FINANCIAL INC155.2K$11.7M0.0%
JONES FINANCIAL COMPANIES LLLP145.2K$10.8M0.0%
Vestmark Advisory Solutions, Inc.140.9K$10.7M0.1%
FMR LLC137.9K$10.4M0.0%
HB Wealth Management, LLC136.0K$10.3M0.1%
TWO SIGMA INVESTMENTS, LP130.9K$9.9M0.0%
EVOLVE PRIVATE WEALTH, LLC121.1K$9.2M0.6%
COMMONWEALTH EQUITY SERVICES, LLC120.1K$9.1M0.0%
CITIGROUP INC115.9K$8.8M0.0%
Quantinno Capital Management LP113.3K$8.6M0.0%
Nova R Wealth, Inc.102.5K$7.7M2.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC101.0K$7.7M0.0%
Sterneck Capital Management, LLC92.5K$7.0M3.0%
EWA, LLC91.2K$6.9M1.3%
KM Capital Management Ltd.89.4K$6.8M3.2%
ROYAL BANK OF CANADA89.3K$6.8M0.0%
AQR CAPITAL MANAGEMENT LLC89.2K$6.7M0.0%
AlTi Global, Inc.88.3K$6.7M0.1%
CAPTRUST FINANCIAL ADVISORS87.6K$6.6M0.0%
FORTE ASSET MANAGEMENT LLC84.5K$6.4M2.6%
Wescott Financial Advisory Group, LLC75.3K$5.7M0.4%
ShoreHaven Wealth Partners, LLC74.9K$5.7M1.8%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}