Clearbridge Large Cap GrowthLRGEETF
13F holders, Q1 2024 (March 31)51holders
$67.09avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings. The largest holders were Opal Wealth Advisors, LLC ($32.8M), Avantax Advisory Services, Inc. ($23.9M) and Morgan Stanley ($18.3M).
- Company
- Clearbridge Large Cap Growth
- Filed as
- LEGG MASON ETF INVT (Q1 2024)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.7M |
| Exits | 1 | $1.1M |
Ownership 51 holders
| Opal Wealth Advisors, LLC | 11.12% | Add +23.5% | 488,812 | $32.8M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -23.0% | 356,341 | $23.9M |
| Morgan Stanley | 0.00% | Add +17.8% | 272,081 | $18.3M |
| LPL Financial LLC | 0.01% | Add +5.3% | 157,468 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +50.6% | 106,441 | $7.1M |
| UBS Group AG | 0.00% | Add +0.1% | 105,573 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.0% | 90,587 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 76,745 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.6% | 63,687 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +78.6% | 51,646 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.9% | 42,302 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 32,665 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.6% | 30,613 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -17.8% | 26,815 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -9.0% | 24,182 | $1.6M |
| Old Mission Capital LLC | 0.03% | New | 21,234 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.6% | 19,819 | $1.3M |
| PFG Advisors | 0.09% | Add +2.0% | 18,051 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +219.8% | 17,584 | $1.2M |
| Raymond James & Associates | 0.00% | Add +3.2% | 17,466 | $1.2M |
| AA Financial Advisors, LLC | 0.45% | New | 16,651 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +29.0% | 13,866 | $930K |
| Truist Financial Corp. | 0.00% | New | 12,261 | $823K |
| Goldman Sachs Group Inc. | 0.00% | No change | 11,196 | $751K |
| Corundum Group, Inc. | 0.33% | Reduce -3.9% | 10,339 | $694K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 7,383 | $495K |
| Raymond James Trust N.A. | 0.01% | No change | 6,493 | $436K |
| Family Manage LLC | 0.08% | No change | 6,414 | $430K |
| Wells Fargo & Company | 0.00% | Add +8.2% | 6,274 | $421K |
| Milestone Investment Advisors LLC | 0.11% | New | 5,907 | $396K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.1% | 5,829 | $391K |
| Win Advisors, Inc. | 0.17% | New | 5,806 | $390K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $376K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.7% | 5,360 | $360K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 5,052 | $339K |
| Prospera Financial Services Inc | 0.01% | Add +9.5% | 4,881 | $328K |
| Mgo One Seven LLC | 0.02% | Reduce -7.0% | 4,801 | $322K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 3,870 | $260K |
| Avantax Planning Partners, Inc. | 0.01% | New | 3,245 | $218K |
| Wetzel Investment Advisors, Inc. | 0.09% | No change | 2,424 | $156K |
| NewEdge Advisors, LLC | 0.00% | Add +2437.8% | 2,284 | $153K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 1,924 | $129K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,868 | $125K |
| Future Financial Wealth Managment LLC | 0.06% | New | 1,200 | $81K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.6% | 797 | $53K |
| Addison Advisors LLC | 0.02% | Reduce -35.7% | 764 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -57.9% | 570 | $38K |
| FMR LLC | 0.00% | New | 306 | $21K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.6% | 255 | $17K |
| Bank of America Corp. | 0.00% | No change | 154 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 83 | $6K |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.