Clearbridge Large Cap GrowthLRGEETF
13F holders, Q2 2024 (June 30)76holders +25
26new positions
2sold out
1famous investor
$69.76avg. 13F price*
At the end of Q2 2024, 76 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, up 25 from Q1 2024. 26 opened new positions and 2 sold out. The largest holders were Opal Wealth Advisors, LLC ($34.7M), Morgan Stanley ($33.3M) and Avantax Advisory Services, Inc. ($22.8M). 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 2024)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $15.8M |
| Exits | 2 | $470K |
All 13F filers, Q1 2024 → Q2 2024: 1,145,596 shares bought and 119,213 shares sold, net +1,026,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Opal Wealth Advisors, LLC | 11.14% | Add +1.6% | 496,822 | $34.7M |
| Morgan Stanley | 0.00% | Add +75.4% | 477,243 | $33.3M |
| Avantax Advisory Services, Inc. | 0.16% | Reduce -8.5% | 326,169 | $22.8M |
| LPL Financial LLC | 0.01% | Add +82.6% | 287,491 | $20.1M |
| Royal Bank of Canada | 0.00% | Add +94.2% | 206,733 | $14.4M |
| Stifel Financial Corp. | 0.01% | Add +125.4% | 172,999 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +82.0% | 164,821 | $11.5M |
| UBS Group AG | 0.00% | Add +41.8% | 149,738 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.8% | 92,837 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +1202.7% | 69,825 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | New | 66,611 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +637.7% | 54,467 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.8% | 51,952 | $3.6M |
| AA Financial Advisors, LLC | 0.98% | Add +139.0% | 39,800 | $2.8M |
| Barnes Pettey Financial Advisors, LLC | 2.33% | New | 38,880 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +59.0% | 38,460 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +181.8% | 34,552 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +21.4% | 32,546 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +116.9% | 30,074 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.6% | 29,218 | $2.0M |
| IHT Wealth Management, LLC | 0.06% | New | 23,593 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.8% | 23,031 | $1.6M |
| Raymond James & Associates | 0.00% | Add +27.8% | 22,323 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 19,023 | $1.3M |
| PFG Advisors | 0.09% | Add +0.7% | 18,174 | $1.3M |
| Private Advisor Group, LLC | 0.01% | New | 15,099 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +466.4% | 12,936 | $903K |
| Ameriprise Financial Inc. | 0.00% | New | 12,452 | $869K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.9% | 12,313 | $860K |
| Goldman Sachs Group Inc. | 0.00% | No change | 11,196 | $782K |
| Corundum Group, Inc. | 0.28% | Reduce -1.4% | 10,198 | $712K |
| Prospera Financial Services Inc | 0.02% | Add +107.0% | 10,101 | $705K |
| Stephens Inc. | 0.01% | New | 8,906 | $622K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +108.6% | 8,074 | $564K |
| Wells Fargo & Company | 0.00% | Add +21.1% | 7,600 | $531K |
| PFG Investments, LLC | 0.04% | New | 7,404 | $517K |
| Essex Financial Services, Inc. | 0.04% | New | 7,310 | $492K |
| MML Investors Services, LLC | 0.00% | Add +31.5% | 6,644 | $464K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.3% | 6,562 | $458K |
| Raymond James Trust N.A. | 0.01% | No change | 6,493 | $453K |
| Family Manage LLC | 0.08% | No change | 6,414 | $448K |
| Milestone Investment Advisors LLC | 0.11% | No change | 5,907 | $412K |
| Citadel Advisors | 0.00% | New | 5,833 | $407K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $391K |
| Atlas Private Wealth Advisors | 0.06% | New | 5,240 | $366K |
| Creative Planning | 0.00% | New | 5,126 | $358K |
| Wedbush Securities Inc. | 0.01% | New | 4,829 | $337K |
| Old Mission Capital LLC | 0.01% | Reduce -77.5% | 4,781 | $334K |
| Mgo One Seven LLC | 0.02% | Reduce -3.1% | 4,651 | $325K |
| CENTRAL TRUST Co | 0.01% | New | 4,519 | $316K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -28.7% | 4,157 | $290K |
| Townsend Asset Management Corp. /NC/ | 0.11% | New | 4,122 | $288K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,263 | $228K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,245 | $227K |
| Elevation Capital Advisory, LLC | 0.10% | — | 3,109 | $217K |
| Investment Partners Asset Management, Inc. | 0.19% | New | 3,067 | $214K |
| Independent Financial Group, LLC | 0.01% | New | 3,010 | $210K |
| One Capital Management, LLC | 0.01% | New | 2,924 | $204K |
| Wetzel Investment Advisors, Inc. | 0.09% | No change | 2,424 | $163K |
| Capital Analysts, LLC | 0.01% | No change | 1,924 | $134K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,868 | $130K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,656 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,027 | $72K |
| Harbour Investments, Inc. | 0.00% | No change | 797 | $56K |
| Addison Advisors LLC | 0.02% | No change | 764 | $53K |
| AdvisorNet Financial, Inc | 0.00% | No change | 570 | $40K |
| Sunbelt Securities, Inc. | 0.00% | New | 384 | $27K |
| Lanark Financial, Inc. | 0.00% | New | 347 | $24K |
| JPMorgan Chase & Co. | 0.00% | New | 341 | $24K |
| FMR LLC | 0.00% | Add +0.3% | 307 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 255 | $18K |
| Bank of America Corp. | 0.00% | Add +9.1% | 168 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 83 | $6K |
| Security National Bank | 0.00% | New | 57 | $4K |
| Investors Research Corp | 0.00% | New | 17 | $1K |
| Comerica Bank | 0.00% | New | 5 | $360 |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.