LRGF · Insider trading · 13F holders · Congress trades
Ishares Tr (LRGF)
Who is buying and selling LRGF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 50
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LRGF at a glance
- No open-market insider purchases or sales of LRGF were filed in the last 90 days.
- 50 13F filers hold LRGF among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Tolleson Wealth Management, Inc. (23.7%), Strategic Financial Services, Inc. (13.2%) and Halbert Hargrove Global Advisors, LLC (12.5%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in LRGF.
LRGF insider trading
No open-market insider purchases or sales of LRGF were filed in the last 90 days.
Who owns LRGF? Hedge funds and superinvestors
50 13F filers hold LRGF among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Tolleson Wealth Management, Inc. (23.7%), Strategic Financial Services, Inc. (13.2%) and Halbert Hargrove Global Advisors, LLC (12.5%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc.Wealth manager | 13.2% | $300.6M | 3,975,040 | -0.4% shares | Q2 2026 |
| Halbert Hargrove Global Advisors, LLCWealth manager | 12.5% | $285.1M | 3,662,435 | +1.1% shares | Q3 2026 |
| Annex Advisory Services, LLCWealth manager | 4.0% | $242.2M | 3,111,527 | +9.6% shares | Q3 2026 |
| SigFig Wealth Management, LLCWealth manager | 5.6% | $222.7M | 2,860,041 | -2.3% shares | Q3 2026 |
| Tolleson Wealth Management, Inc.Wealth manager | 23.7% | $176.0M | 2,326,510 | -0.4% shares | Q2 2026 |
| Plancorp, LLCWealth manager | 3.9% | $158.7M | 2,091,989 | +5.6% shares | Q2 2026 |
| Modern Wealth Management, LLCWealth manager | 1.6% | $137.0M | 1,810,836 | +72.2% shares | Q2 2026 |
| Clearwater Capital Advisors, LLCWealth manager | 6.4% | $86.9M | 1,149,647 | +1.9% shares | Q2 2026 |
| Ullmann Wealth Partners Group, LLCWealth manager | 7.8% | $85.8M | 1,134,837 | -2.5% shares | Q2 2026 |
| Compound Planning, Inc.Wealth manager | 1.5% | $59.1M | 781,052 | +0.4% shares | Q2 2026 |
| Cardinal Point Capital Management ULCWealth manager | 3.3% | $58.7M | 754,633 | +2.4% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 1.0% | $49.7M | 656,588 | -31.9% shares | Q2 2026 |
| Conrad Siegel Investment Advisors, Inc.Institutional asset manager | 6.3% | $39.0M | 501,340 | -3.8% shares | Q3 2026 |
| Cora Capital Advisors LLCWealth manager | 10.3% | $36.6M | 483,912 | +1.9% shares | Q2 2026 |
| Pettinga Financial Advisors LLCWealth manager | 5.1% | $30.6M | 393,648 | -2.2% shares | Q3 2026 |
| Acropolis Investment Management, LLCWealth manager | 1.1% | $28.0M | 359,850 | +0.3% shares | Q3 2026 |
| LifeGoal Investments, LLCWealth manager | 7.5% | $24.7M | 317,596 | +7.3% shares | Q3 2026 |
| Beirne Wealth Consulting Services, LLCInstitutional asset manager | 4.2% | $21.1M | 270,502 | +1.1% shares | Q3 2026 |
| Hixon Zuercher, LLCWealth manager | 5.4% | $18.6M | 239,401 | — | Q3 2026 |
| Stonebridge Financial Group, LLCInstitutional asset manager | 1.3% | $17.0M | 218,606 | +1.7% shares | Q3 2026 |
| Foster & Motley IncWealth manager | 0.8% | $16.9M | 223,031 | -1.4% shares | Q2 2026 |
| Phillips Financial Management, LLCWealth manager | 1.3% | $16.7M | 215,125 | -2.3% shares | Q3 2026 |
| Obsido OyInvestment manager | 7.0% | $13.0M | 172,107 | +3.0% shares | Q2 2026 |
| DDFG, IncWealth manager | 2.5% | $12.6M | 161,819 | -4.5% shares | Q3 2026 |
| Evolve Private Wealth, LLCWealth manager | 0.6% | $9.2M | 121,145 | +1.1% shares | Q2 2026 |
| Nova R Wealth, Inc.Wealth manager | 2.2% | $7.4M | 94,892 | -7.4% shares | Q3 2026 |
| Sterneck Capital Management, LLCWealth manager | 3.0% | $7.0M | 92,491 | -0.8% shares | Q2 2026 |
| Ewa, LLCWealth manager | 1.3% | $6.9M | 91,240 | +3.3% shares | Q2 2026 |
| KM Capital Management Ltd.Wealth manager | 3.2% | $6.8M | 89,411 | +0.1% shares | Q2 2026 |
| RHS Financial, LLCWealth manager | 2.2% | $6.6M | 84,342 | +15.0% shares | Q3 2026 |
The 30 largest of 50 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 25). Screen LRGF in the grand portfolio →
LRGF stock trades by members of Congress
No member of Congress has disclosed a trade in LRGF.
LRGF questions and answers
Are insiders buying LRGF stock?
No open-market insider purchases or sales of LRGF were filed in the last 90 days.
Which hedge funds own LRGF?
50 13F filers hold LRGF among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Tolleson Wealth Management, Inc. (23.7%), Strategic Financial Services, Inc. (13.2%) and Halbert Hargrove Global Advisors, LLC (12.5%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
Has Congress traded LRGF?
No member of Congress has disclosed a trade in LRGF.
Who is the largest holder of LRGF?
Among 13F filers, Strategic Financial Services, Inc. reports the largest LRGF position, $300.6M (3,975,040 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Tolleson Wealth Management, Inc.'s: 23.7% of its portfolio.
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