ISHARES TR

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LRGF·46434V282·US·etf·Unknown - Unknown

U S EQUITY FACTR

LRGF (ISHARES TR) is held by 71 institutional investors as of Q1 2026. Largest holders: WELLS FARGO & COMPANY/MN ($190M), AMERIPRISE FINANCIAL INC ($46.5M), Integrated Wealth Concepts LLC ($44.6M). Net institutional sentiment: Mixed.

71

Holders

Avg rating(13 Elite)

$680.2M

Total Value

47% (77)

Fund Consensus

31 buying - 35 selling

Smart Money Verdict

View all

47Weak MomentumSingle Source

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how LRGF's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

26

★★★★

Strong

21

★★★

Solid

16

★★

Below

1

★

Weak

Held by 71 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (71)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	2.9M(+10.7%)	$190M	0.0%	+40.94%	34
AMERIPRISE FINANCIAL INC	Decreased	704,890(-6.6%)	$46.5M	0.0%	+31.95%	0
IWIntegrated Wealth Concepts LLC	Increased	676,047(+217.5%)	$44.6M	0.4%	+17.20%	56
JPMORGAN CHASE & CO	Decreased	689,544(-34.1%)	$44.2M	0.0%	+23.52%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	658,586(+9.4%)	$43.5M	0.0%	+27.30%	32
MORGAN STANLEY	Decreased	531,388(-11.1%)	$35.1M	0.0%	+32.21%	0
FWFocus Partners Wealth	Decreased	527,707(-1.0%)	$34.8M	0.0%	+54.51%	0
OSAIC HOLDINGS, INC.	Decreased	399,316(-27.8%)	$26.4M	0.0%	+27.32%	0
LPL Financial LLC	Decreased	376,529(-1.1%)	$24.9M	0.0%	+33.48%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	266,452(-4.9%)	$17.6M	0.0%	+35.89%	0
BANK OF AMERICA CORP /DE/	Decreased	247,723(-66.1%)	$16.3M	0.0%	+19.47%	0
EXCHANGE TRADED CONCEPTS, LLC	New	186,667	$12.3M	0.1%	+7.63%	39
HighTower Advisors, LLC	Increased	165,052(+0.2%)	$10.9M	0.0%	+105.98%	28
RAYMOND JAMES FINANCIAL INC	Increased	159,621(+0.9%)	$10.5M	0.0%	+18.57%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	147,259(-14.6%)	$9.8M	0.0%	+73.84%	0
JONES FINANCIAL COMPANIES LLLP	Increased	145,241(+7.3%)	$9.4M	0.0%	+22.94%	30
HB Wealth Management, LLC	Decreased	139,397(-0.7%)	$9.2M	0.1%	+56.81%	0
FMR LLC	Increased	124,795(+606.1%)	$8.2M	0.0%	+8.93%	44
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	122,525(-3.4%)	$8.1M	0.0%	+82.48%	0
Corient Private Wealth LLC	Decreased	124,280(-91.9%)	$8M	0.0%	+9.67%	0

Showing 1-20 of 77

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer