Vault-13

ISHARES TR LRGF

U S EQUITY FACTR · ETP · CUSIP 46434V282

252 institutional holders +9 vs Q1 2026
41,036,85141.0m shares reported held*
$3.1bnreported value*
27 new 88 added 76 reduced 13 sold out net bought ≈ $185.1m (+2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($17.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 148Q4 22: 156Q1 23: 149Q2 23: 149Q3 23: 157Q4 23: 155Q1 24: 173Q2 24: 189Q3 24: 192Q4 24: 204Q1 25: 207Q2 25: 213Q3 25: 217Q4 25: 235Q1 26: 243Q2 26: 252252Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022148
Q4 2022156
Q1 2023149
Q2 2023149
Q3 2023157
Q4 2023155
Q1 2024173
Q2 2024189
Q3 2024192
Q4 2024204
Q1 2025207
Q2 2025213
Q3 2025217
Q4 2025235
Q1 2026243
Q2 2026252

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 79 bought or addedQ3 24: 77 cut or sold outQ4 24: 86 bought or addedQ4 24: 79 cut or sold outQ4 24Q1 25: 94 bought or addedQ1 25: 84 cut or sold outQ2 25: 89 bought or addedQ2 25: 91 cut or sold outQ2 25Q3 25: 103 bought or addedQ3 25: 92 cut or sold outQ4 25: 104 bought or addedQ4 25: 83 cut or sold outQ4 25Q1 26: 101 bought or addedQ1 26: 97 cut or sold outQ2 26: 115 bought or addedQ2 26: 89 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247977
Q4 20248679
Q1 20259484
Q2 20258991
Q3 202510392
Q4 202510483
Q1 202610197
Q2 202611589

Biggest buyers

Annex Advisory Services, LLC Added +1,477,785+1.5m
Modern Wealth Management, LLC Added +759,481+759.5k
Integrated Wealth Concepts LLC Added +202,320+202.3k
Vise Technologies, Inc. Added +139,742+139.7k
TWO SIGMA INVESTMENTS, LP New +130,900+130.9k
WELLS FARGO & COMPANY/MN Added +126,348+126.3k
Plancorp, LLC Added +111,632+111.6k
Cambridge Investment Research Advisors, Inc. Added +82,638+82.6k
Diversify Advisory Services, LLC New +52,399+52.4k
LifeGoal Investments, LLC Added +45,518+45.5k

Biggest sellers

Kestra Investment Management, LLC Reduced -307,603-307.6k
AMERIPRISE FINANCIAL INC Reduced -112,849-112.8k
Corient Private Wealth LP Reduced -102,669-102.7k
Heck Capital Advisors, LLC Sold out -84,353-84.4k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -65,591-65.6k
Focus Partners Wealth Reduced -60,898-60.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -46,233-46.2k
Family Capital Trust Co Reduced -40,209-40.2k
Addison Advisors LLC Reduced -32,352-32.4k
Ullmann Wealth Partners Group, LLC Reduced -28,826-28.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Strategic Financial Services, Inc. 13.18% of their portfolio UTICA, NY 3,975,0404.0m $300.6m $300.6m 13.18% Reduced -15.8k -15,834
2 HALBERT HARGROVE GLOBAL ADVISORS, LLC 11.91% of their portfolio LONG BEACH, CA 3,621,8323.6m $273.9m $273.9m 11.91% Reduced -4.7k -4,657
3 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,005,4183.0m $227.3m $227.3m 0.04% Added +126.3k +126,348
4 SigFig Wealth Management, LLC 5.83% of their portfolio SAN FRANCISCO, CA 2,927,8902.9m $220.0m $220.0m 5.83% Added +35.9k +35,921
5 Annex Advisory Services, LLC 3.67% of their portfolio BROOKFIELD, WI 2,839,6472.8m $214.8m $214.8m 3.67% Added +1.5m +1,477,785
6 Tolleson Wealth Management, Inc. 23.72% of their portfolio DALLAS, TX 2,326,5102.3m $176.0m $176.0m 23.72% Reduced -9.6k -9,556
7 Plancorp, LLC 3.87% of their portfolio SAINT LOUIS, MO 2,091,9892.1m $158.7m $158.7m 3.87% Added +111.6k +111,632
8 Modern Wealth Management, LLC 1.64% of their portfolio KANSAS CITY, MO 1,810,8361.8m $137.0m $137.0m 1.64% Added +759.5k +759,481
9 Clearwater Capital Advisors, LLC 6.37% of their portfolio HOFFMAN ESTATES, IL 1,149,6471.1m $86.9m $86.9m 6.37% Added +21.2k +21,205
10 Ullmann Wealth Partners Group, LLC 7.80% of their portfolio JACKSONVILLE BEACH, FL 1,134,8371.1m $85.8m $85.8m 7.80% Reduced -28.8k -28,826
11 Integrated Wealth Concepts LLC 0.32% of their portfolio WALTHAM, MA 878,367878.4k $66.4m $66.4m 0.32% Added +202.3k +202,320
12 Compound Planning, Inc. 1.55% of their portfolio NEW YORK, NY 781,052781.1k $59.1m $59.1m 1.55% Added +3.0k +2,996
13 Cardinal Point Capital Management ULC 3.16% of their portfolio TORONTO, A6 736,666736.7k $55.7m $55.7m 3.16% Added +4.8k +4,777
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 698,956699.0k $52.9m $52.9m 0.01% Added +40.4k +40,370
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 673,406673.4k $50.6m $50.6m 0.00% Reduced -16.1k -16,138
16 Kestra Investment Management, LLC 0.96% of their portfolio AUSTIN, TX 656,588656.6k $49.7m $49.7m 0.96% Reduced -307.6k -307,603
17 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 592,041592.0k $45.1m $45.1m 0.01% Reduced -112.8k -112,849
18 Conrad Siegel Investment Advisors, Inc. 6.41% of their portfolio HARRISBURG, PA 520,948520.9k $39.4m $39.4m 6.41% Reduced -12.3k -12,257
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 512,414512.4k $38.8m $38.8m 0.00% Reduced -19.0k -18,974
20 CORA CAPITAL ADVISORS LLC 10.27% of their portfolio MARLTON, NJ 483,912483.9k $36.6m $36.6m 10.27% Added +9.2k +9,228
21 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 466,809466.8k $35.3m $35.3m 0.04% Reduced -60.9k -60,898
22 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 404,298404.3k $30.6m $30.6m 0.04% Added +5.0k +4,982
23 Pettinga Financial Advisors LLC 4.88% of their portfolio EVANSVILLE, IN 402,597402.6k $30.4m $30.4m 4.88% Reduced -13.3k -13,318
24 Acropolis Investment Management, LLC 1.07% of their portfolio ST. LOUIS, MO 358,709358.7k $27.1m $27.1m 1.07% Added +1.2k +1,160
25 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 349,982350.0k $26.5m $26.5m 0.01% Reduced -26.5k -26,547
26 LifeGoal Investments, LLC 10.24% of their portfolio SARATOGA SPRINGS, NY 295,859295.9k $22.4m $22.4m 10.24% Added +45.5k +45,518
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 282,326282.3k $21.4m $21.4m 0.01% Added +15.9k +15,874
28 Beirne Wealth Consulting Services, LLC 4.03% of their portfolio SHELTON, CT 267,564267.6k $20.2m $20.2m 4.03% Added +664 +664
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 243,744243.7k $18.4m $18.4m 0.00% Reduced -4.0k -3,979
30 Vise Technologies, Inc. 0.20% of their portfolio NEW YORK, NY 229,518229.5k $17.4m $17.4m 0.20% Added +139.7k +139,742
31 FOSTER & MOTLEY INC 0.78% of their portfolio CINCINNATI, OH 223,031223.0k $16.9m $16.9m 0.78% Reduced -3.3k -3,255
32 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.22% of their portfolio FORT WAYNE, IN 220,162220.2k $16.7m $16.7m 1.22% Reduced -65.6k -65,591
33 World Investment Advisors 0.24% of their portfolio LINCROFT, NJ 217,819217.8k $14.4m $14.4m 0.24% Unchanged
34 Stonebridge Financial Group, LLC 1.23% of their portfolio Wormleysburg, PA 214,927214.9k $16.3m $16.3m 1.23% Added +3.9k +3,937
35 EXCHANGE TRADED CONCEPTS, LLC 0.08% of their portfolio Oklahoma City, OK 201,449201.4k $15.2m $15.2m 0.08% Added +14.8k +14,782
36 Obsido Oy 6.96% of their portfolio TAMPERE, H9 172,107172.1k $13.0m $13.0m 6.96% Added +4.9k +4,938
37 DDFG, Inc 2.54% of their portfolio THOUSAND OAKS, CA 169,454169.5k $12.8m $12.8m 2.54% Reduced -4.0k -3,963
38 Parallel Advisors, LLC 0.19% of their portfolio SAN FRANCISCO, CA 168,713168.7k $12.8m $12.8m 0.19% Added +8.4k +8,422
39 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 168,632168.6k $12.8m $12.8m 0.01% Added +3.6k +3,580
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 155,171155.2k $11.7m $11.7m 0.00% Reduced -4.5k -4,450
41 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 145,208145.2k $10.8m $10.8m 0.00% Reduced -33 -33
42 Vestmark Advisory Solutions, Inc. 0.10% of their portfolio Wakefield, MA 140,887140.9k $10.7m $10.7m 0.10% Added +1.3k +1,319
43 FMR LLC 0.00% of their portfolio BOSTON, MA 137,881137.9k $10.4m $10.4m 0.00% Added +13.1k +13,086
44 HB Wealth Management, LLC 0.06% of their portfolio Atlanta, GA 135,999136.0k $10.3m $10.3m 0.06% Reduced -3.4k -3,398
45 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 130,950130.9k $9.9m $9.9m 0.01% Added +82.6k +82,638
46 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 130,900130.9k $9.9m $9.9m 0.01% New
47 EVOLVE PRIVATE WEALTH, LLC 0.56% of their portfolio LOS ANGELES, CA 121,145121.1k $9.2m $9.2m 0.56% Added +1.3k +1,312
48 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 120,079120.1k $9.1m $9.1m 0.01% Reduced -2.4k -2,446
49 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 115,916115.9k $8.8m $8.8m 0.00% Added +2.4k +2,402
50 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 113,282113.3k $8.6m $8.6m 0.01% Added +37.0k +37,014
51 Nova R Wealth, Inc. 2.26% of their portfolio OVERLAND PARK, KS 102,452102.5k $7.7m $7.7m 2.26% Added +68 +68
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 101,026101.0k $7.7m $7.7m 0.01% Reduced -46.2k -46,233
53 Sterneck Capital Management, LLC 3.00% of their portfolio KANSAS CITY, MO 92,49192.5k $7.0m $7.0m 3.00% Reduced -776 -776
54 EWA, LLC 1.26% of their portfolio PITTSBURGH, PA 91,24091.2k $6.9m $6.9m 1.26% Added +2.9k +2,905
55 KM Capital Management Ltd. 3.18% of their portfolio AUSTIN, TX 89,41189.4k $6.8m $6.8m 3.18% Added +118 +118
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 89,30189.3k $6.8m $6.8m 0.00% Reduced -25.1k -25,146
57 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 89,19689.2k $6.7m $6.7m 0.00% Added +120 +120
58 AlTi Global, Inc. 0.14% of their portfolio NEW YORK, NY 88,30088.3k $6.7m $6.7m 0.14% Reduced -5.4k -5,427
59 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 87,62687.6k $6.6m $6.6m 0.01% Reduced -998 -998
60 FORTE ASSET MANAGEMENT LLC 2.61% of their portfolio BEDFORD, NY 84,47384.5k $6.4m $6.4m 2.61% Added +839 +839
61 Wescott Financial Advisory Group, LLC 0.44% of their portfolio Philadelphia, PA 75,34875.3k $5.7m $5.7m 0.44% Reduced -862 -862
62 ShoreHaven Wealth Partners, LLC 1.78% of their portfolio Red Bank, NJ 74,89274.9k $5.7m $5.7m 1.78% Reduced -2.0k -1,966
63 RHS Financial, LLC 2.24% of their portfolio SAN FRANCISCO, CA 73,36573.4k $5.5m $5.5m 2.24% Added +2.7k +2,714
64 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 71,19971.2k $5.4m $5.4m 0.07% Reduced -1.4k -1,389
65 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.09% of their portfolio LOS ANGELES, CA 69,81769.8k $5.3m $5.3m 0.09% Reduced -1.5k -1,535
66 StoneX Group Inc. 0.21% of their portfolio NEW YORK, NY 69,33069.3k $5.2m $5.2m 0.21% Reduced -524 -524
67 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 63,80663.8k $4.8m $4.8m 0.01% Added +36 +36
68 Family Capital Trust Co 1.49% of their portfolio PEABODY, MA 60,66060.7k $4.6m $4.6m 1.49% Reduced -40.2k -40,209
69 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 52,68252.7k $4.0m $4.0m 0.02% Added +5.8k +5,818
70 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 52,67352.7k $4.0m $4.0m 0.03% Reduced -14.9k -14,854
71 Diversify Advisory Services, LLC 0.07% of their portfolio SANDY, UT 52,39952.4k $4.0m $4.0m 0.07% New
72 DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio SANDY, UT 52,39952.4k $4.0m $4.0m 0.07% Reduced -247 -247
73 Physician Wealth Advisors, Inc. 0.45% of their portfolio MIDVALE, UT 50,02950.0k $3.8m $3.8m 0.45% Added +707 +707
74 EVERPAR ADVISORS LLC 1.05% of their portfolio TULSA, OK 48,65348.7k $3.7m $3.7m 1.05% Added +4.8k +4,777
75 RVW Wealth, LLC 0.22% of their portfolio LOS ANGELES, CA 44,55444.6k $3.4m $3.4m 0.22% Reduced -429 -429
76 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 43,50843.5k $2.9m $2.9m 0.00% Unchanged
77 GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% of their portfolio WESTBOROUGH, MA 41,27941.3k $3.1m $3.1m 0.07% Reduced -965 -965
78 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 39,60139.6k $3.0m $3.0m 0.01% Reduced -2.7k -2,654
79 MAGNOLIA CAPITAL ADVISORS LLC 0.51% of their portfolio RIDGELAND, MS 38,91138.9k $2.9m $2.9m 0.51% Added +537 +537
80 Hobbs Group Advisors, LLC 0.72% of their portfolio COLUMBIA, SC 36,13436.1k $2.7m $2.7m 0.72% Unchanged
81 Addison Advisors LLC 1.22% of their portfolio MIDDLEBURY, VT 34,14034.1k $2.6m $2.6m 1.22% Reduced -32.4k -32,352
82 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,42832.4k $2.5m $2.5m 0.00% Reduced -1.4k -1,396
83 MAIMON WEALTH MANAGEMENT LTD. 1.85% of their portfolio RA'ANANA, L3 31,70531.7k $2.4m $2.4m 1.85% Added +3.8k +3,800
84 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 0.31% of their portfolio INDIANAPOLIS, IN 28,70528.7k $2.2m $2.2m 0.31% Reduced -698 -698
85 SUMMIT WEALTH GROUP LLC / CO 0.18% of their portfolio COLORADO SPRINGS, CO 28,17028.2k $2.1m $2.1m 0.18% Reduced -2.6k -2,586
86 BFI Wealth Solutions, LLC 1.55% of their portfolio DALLAS, TX 27,66127.7k $2.1m $2.1m 1.55% Reduced -579 -579
87 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 26,46326.5k $2.0m $2.0m 0.01% Added +120 +120
88 GSG Advisors LLC 0.43% of their portfolio MOUNT LAUREL, NJ 26,10826.1k $2.0m $2.0m 0.43% Added +27 +27
89 SILVER OAK SECURITIES, INCORPORATED 0.12% of their portfolio JACKSON, TN 25,36725.4k $1.9m $1.9m 0.12% New
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,19825.2k $1.9m $1.9m 0.00% Added +19.4k +19,441
91 Hershey Financial Advisers, LLC 1.34% of their portfolio LANCASTER, PA 24,76024.8k $1.9m $1.9m 1.34% New
92 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,81123.8k $1.8m $1.8m 0.00% Added +2.1k +2,137
93 Betterment LLC 0.00% of their portfolio NEW YORK, NY 23,70123.7k $1.8m $1.8m 0.00% Reduced -834 -834
94 Intelligence Driven Advisers, LLC 0.28% of their portfolio CARLSBAD, CA 22,68222.7k $1.7m $1.7m 0.28% Reduced -779 -779
95 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,68122.7k $1.7m $1.7m 0.00% Added +24 +24
96 Stokes Family Office, LLC 0.20% of their portfolio NEW ORLEANS, LA 22,41922.4k $1.7m $1.7m 0.20% Reduced -11.5k -11,536
97 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,61121.6k $1.6m $1.6m 0.00% Reduced -102.7k -102,669
98 XML Financial, LLC 0.12% of their portfolio BETHESDA, MD 21,42221.4k $1.6m $1.6m 0.12% Added +13.2k +13,204
99 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 21,31121.3k $1.6m $1.6m 0.01% Added +2.9k +2,945
100 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 21,00621.0k $1.6m $1.6m 0.01% Reduced -2.9k -2,891