Clearbridge Large Cap GrowthLRGEETF
13F holders, Q3 2024 (September 30)80holders +4
8new positions
5sold out
1famous investor
$73.03avg. 13F price*
At the end of Q3 2024, 80 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, up 4 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Opal Wealth Advisors, LLC ($38.6M), Morgan Stanley ($33.1M) and LPL Financial LLC ($24.2M). 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 (Q3 2024)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.9M |
| Exits | 5 | $849K |
All 13F filers, Q2 2024 → Q3 2024: 304,827 shares bought and 114,702 shares sold, net +190,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Opal Wealth Advisors, LLC | 12.09% | Add +6.3% | 528,355 | $38.6M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 453,818 | $33.1M |
| LPL Financial LLC | 0.01% | Add +15.2% | 331,167 | $24.2M |
| Avantax Advisory Services, Inc. | 0.15% | Reduce -6.2% | 306,091 | $22.4M |
| Royal Bank of Canada | 0.00% | Add +11.3% | 230,197 | $16.8M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 178,697 | $13.0M |
| UBS Group AG | 0.00% | Add +3.8% | 155,471 | $11.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.4% | 145,992 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +73.3% | 90,008 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 89,833 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +8.6% | 75,830 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.5% | 62,250 | $4.5M |
| M&T Bank Corp | 0.01% | New | 61,339 | $4.5M |
| AA Financial Advisors, LLC | 1.20% | Add +43.1% | 56,946 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.6% | 54,786 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +0.4% | 38,618 | $2.8M |
| Barnes Pettey Financial Advisors, LLC | 2.02% | Reduce -10.7% | 34,732 | $2.5M |
| Citadel Advisors | 0.00% | Add +483.3% | 34,025 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -5.5% | 32,634 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -6.5% | 30,426 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 29,140 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +27.5% | 24,262 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -20.7% | 23,846 | $1.7M |
| Raymond James & Associates | 0.00% | Add +5.9% | 23,649 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.2% | 23,303 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 23,016 | $1.7M |
| PFG Advisors | 0.10% | Add +20.9% | 21,966 | $1.6M |
| Cascades Capital Asset Management, LLC | 0.69% | — | 16,737 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +120.5% | 14,468 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.2% | 14,160 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 12,474 | $911K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 11,720 | $856K |
| Wells Fargo & Company | 0.00% | Add +38.9% | 10,559 | $771K |
| Prospera Financial Services Inc | 0.02% | Add +0.6% | 10,158 | $742K |
| Corundum Group, Inc. | 0.30% | Reduce -11.7% | 9,005 | $658K |
| Stephens Inc. | 0.01% | No change | 8,906 | $650K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.8% | 8,306 | $607K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.8% | 8,220 | $600K |
| Kestra Investment Management, LLC | 0.02% | New | 7,885 | $576K |
| PFG Investments, LLC | 0.04% | Add +5.4% | 7,804 | $570K |
| Essex Financial Services, Inc. | 0.04% | Reduce -1.7% | 7,186 | $539K |
| Raymond James Trust N.A. | 0.01% | No change | 6,493 | $474K |
| Family Manage LLC | 0.08% | No change | 6,414 | $468K |
| MML Investors Services, LLC | 0.00% | Reduce -6.8% | 6,194 | $452K |
| Milestone Investment Advisors LLC | 0.12% | No change | 5,907 | $431K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $409K |
| Creative Planning | 0.00% | No change | 5,126 | $374K |
| Mgo One Seven LLC | 0.01% | Reduce -0.1% | 4,644 | $339K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.4% | 4,499 | $329K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.2% | 4,433 | $324K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.7% | 4,285 | $313K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -24.5% | 3,954 | $289K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Reduce -9.0% | 3,751 | $274K |
| Elevation Capital Advisory, LLC | 0.11% | Add +5.8% | 3,288 | $240K |
| GeoWealth Management, LLC | 0.01% | New | 3,288 | $240K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 3,263 | $238K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,245 | $237K |
| Ascentis Independent Advisors | 0.04% | New | 3,275 | $237K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -23.6% | 3,176 | $232K |
| Independent Financial Group, LLC | 0.01% | No change | 3,010 | $220K |
| One Capital Management, LLC | 0.01% | No change | 2,924 | $214K |
| DAVENPORT & Co LLC | 0.00% | New | 2,839 | $207K |
| JPMorgan Chase & Co. | 0.00% | Add +650.1% | 2,558 | $187K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -0.4% | 1,860 | $136K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,656 | $121K |
| Future Financial Wealth Managment LLC | 0.06% | New | 1,200 | $88K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 1,112 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 797 | $58K |
| Addison Advisors LLC | 0.02% | No change | 764 | $56K |
| AdvisorNet Financial, Inc | 0.00% | No change | 570 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -9.9% | 346 | $25K |
| Lanark Financial, Inc. | 0.00% | No change | 347 | $25K |
| FMR LLC | 0.00% | Reduce -0.3% | 306 | $22K |
| Investors Research Corp | 0.00% | Add +1594.1% | 288 | $21K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.8% | 248 | $18K |
| Hantz Financial Services, Inc. | 0.00% | New | 230 | $17K |
| US Bancorp \de | 0.00% | New | 192 | $14K |
| Bank of America Corp. | 0.00% | No change | 168 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 83 | $6K |
| Comerica Bank | 0.00% | No change | 5 | $365 |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.