Clearbridge Large Cap GrowthLRGEETF

13F holders, Q2 2026 (June 30)
78holders −4
6new positions
7sold out
1famous investor
$85.66avg. 13F price*

At the end of Q2 2026, 78 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, down 4 from Q1 2026. 6 opened new positions and 7 sold out. The largest holders were Opal Wealth Advisors, LLC ($58.4M), UBS Group AG ($38.2M) and LPL Financial LLC ($33.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Clearbridge Large Cap Growth
Filed as
LEGG MASON ETF INVT (Q2 2026)
CUSIP
524682200
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 51Q1 2024Q2 2024: 76Q2 2024Q3 2024: 80Q3 2024Q4 2024: 88Q4 2024Q1 2025: 83Q1 2025Q2 2025: 88Q2 2025Q3 2025: 81Q3 2025Q4 2025: 83Q4 2025Q1 2026: 82Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$5.6M
Exits7$2.4M

All 13F filers, Q1 2026 → Q2 2026: 191,504 shares bought and 258,765 shares sold, net −67,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Opal Wealth Advisors, LLC 12.61% Add +2.8% 681,595 $58.4M
UBS Group AG 0.01% Add +1.4% 446,279 $38.2M
LPL Financial LLC 0.01% Reduce -3.5% 391,188 $33.5M
Morgan Stanley 0.00% Reduce -5.2% 334,673 $28.7M
Cetera Investment Advisers 0.02% Reduce -1.9% 283,104 $24.3M
Stifel Financial Corp. 0.01% Reduce -5.3% 202,085 $17.3M
Royal Bank of Canada 0.00% Reduce -47.9% 132,907 $11.4M
Raymond James Financial Inc. 0.00% Reduce -6.0% 97,279 $8.3M
Envestnet Asset Management Inc. 0.00% Add +1.8% 95,063 $8.1M
M&T Bank Corp 0.02% Reduce -19.6% 86,580 $7.4M
Kestra Advisory Services, LLC 0.02% Add +800.3% 60,220 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -16.8% 54,660 $4.7M
AA Financial Advisors, LLC 0.54% Add +2.4% 52,655 $4.5M
Truist Financial Corp. 0.00% Add +10.2% 47,565 $4.1M
Janney Montgomery Scott LLC 0.01% New 46,821 $4.0M
Susquehanna International Group, LLP 0.00% Add +109.3% 45,450 $3.9M
HighTower Advisors, LLC 0.00% Reduce -0.8% 43,456 $3.7M
Gladstone Institutional Advisory LLC 0.10% Reduce -0.0% 36,737 $3.1M
Barnes Pettey Financial Advisors, LLC 0.75% Reduce -4.8% 27,861 $2.4M
PFG Advisors 0.10% Add +2.0% 23,734 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.3% 20,128 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.2% 19,565 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -7.2% 19,049 $1.6M
Goldman Sachs Group Inc. 0.00% Add +2.3% 16,428 $1.4M
Natural Investments, LLC 0.30% Add +5.5% 16,181 $1.4M
Private Advisor Group, LLC 0.01% Add +8.7% 14,839 $1.3M
Cascades Capital Asset Management, LLC 0.44% Reduce -3.2% 13,925 $1.2M
Fortitude Family Office, LLC 0.23% No change 13,600 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -4.5% 12,124 $1.0M
Gateway Wealth Partners, LLC 0.06% Add +259.1% 11,794 $1.0M
Family Manage LLC 0.10% No change 11,453 $981K
Wells Fargo & Company 0.00% Add +1.9% 11,333 $971K
IHT Wealth Management, LLC 0.02% Reduce -3.0% 10,212 $875K
PFG Investments, LLC 0.03% No change 9,016 $772K
Stephens Inc. 0.01% No change 7,856 $673K
Rockefeller Capital Management L.P. 0.00% Add +33.5% 7,251 $621K
HRT Financial LP 0.00% New 7,225 $618K
Prospera Financial Services Inc 0.01% Reduce -5.2% 7,045 $604K
Golden State Wealth Management, LLC 0.05% Reduce -6.8% 7,008 $600K
Corundum Group, Inc. 0.16% No change 6,389 $547K
Nuveen, LLC 0.00% New 5,757 $493K
Captrust Financial Advisors 0.00% No change 5,605 $480K
May Hill Capital, LLC 0.10% Reduce -3.3% 5,464 $468K
AdvisorNet Financial, Inc 0.02% Add +164.3% 5,305 $454K
Mgo One Seven LLC 0.01% Reduce -4.9% 4,536 $389K
RFG Advisory, LLC 0.01% Reduce -13.1% 4,464 $382K
Creative Planning 0.00% No change 4,053 $347K
Rossby Financial, LCC 0.06% Add +0.3% 3,960 $339K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.2% 3,872 $339K
Kestra Investment Management, LLC 0.01% No change 3,932 $337K
MML Investors Services, LLC 0.00% Reduce -21.5% 3,914 $335K
American Financial & Tax Strategies Inc. 0.13% No change 3,245 $278K
Avantax Planning Partners, Inc. 0.01% No change 3,197 $274K
Townsend Asset Management Corp. /NC/ 0.08% No change 3,083 $264K
Wedbush Securities Inc. 0.01% Reduce -7.4% 2,875 $246K
Intrua Financial, LLC 0.02% New 2,498 $214K
Russell Investments Group, Ltd. 0.00% Reduce -0.3% 2,342 $201K
Citadel Advisors 0.00% New 2,340 $200K
CENTRAL TRUST Co 0.00% Reduce -1.4% 2,147 $184K
JPMorgan Chase & Co. 0.00% Reduce -69.9% 2,109 $178K
NewEdge Advisors, LLC 0.00% No change 1,901 $163K
Arax Advisory Partners 0.00% No change 1,300 $111K
Farther Finance Advisors, LLC 0.00% No change 1,055 $90K
Investors Research Corp 0.01% No change 860 $74K
Harbour Investments, Inc. 0.00% No change 797 $68K
Addison Advisors LLC 0.03% No change 764 $65K
Noble Wealth Management PBC 0.03% No change 700 $60K
First Command Advisory Services, Inc. 0.00% New 677 $58K
SHP Wealth Management 0.00% No change 596 $51K
Steward Partners Investment Advisory, LLC 0.00% Reduce -66.3% 516 $44K
Lanark Financial, Inc. 0.00% No change 412 $35K
Assetmark, Inc. 0.00% No change 395 $34K
St Germain D J Co. Inc. 0.00% No change 320 $27K
Financial Perspectives, Inc 0.00% No change 171 $15K
Cullen/Frost Bankers, Inc. 0.00% No change 155 $13K
EverSource Wealth Advisors, LLC 0.00% No change 105 $9K
Vanguard Advisers Inc. 0.00% No change 59 $5K
FMR LLC 0.00% No change 44 $4K

"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.