Clearbridge Large Cap GrowthLRGEETF
13F holders, Q4 2024 (December 31)88holders +8
12new positions
5sold out
$75.26avg. 13F price*
At the end of Q4 2024, 88 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, up 8 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were Opal Wealth Advisors, LLC ($39.8M), Morgan Stanley ($31.5M) and LPL Financial LLC ($24.5M).
- Company
- Clearbridge Large Cap Growth
- Filed as
- LEGG MASON ETF INVT (Q4 2024)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.8M |
| Exits | 5 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 153,938 shares bought and 209,127 shares sold, net −55,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Opal Wealth Advisors, LLC | 11.95% | Add +0.1% | 529,145 | $39.8M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 418,299 | $31.5M |
| LPL Financial LLC | 0.01% | Reduce -1.7% | 325,583 | $24.5M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -1.6% | 301,303 | $22.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 226,307 | $17.0M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 182,274 | $13.7M |
| Raymond James Financial Inc. | 0.00% | — | 177,183 | $13.3M |
| UBS Group AG | 0.00% | Reduce -0.0% | 155,427 | $11.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.0% | 101,686 | $7.7M |
| M&T Bank Corp | 0.02% | Add +44.5% | 88,607 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 88,305 | $6.6M |
| AA Financial Advisors, LLC | 1.39% | Add +21.9% | 69,441 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.9% | 64,046 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.5% | 57,812 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +0.9% | 38,971 | $2.9M |
| Barnes Pettey Financial Advisors, LLC | 1.91% | Reduce -4.3% | 33,247 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 31,537 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.8% | 29,869 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +17.7% | 28,558 | $2.1M |
| Independent Advisor Alliance | 0.03% | New | 28,507 | $2.1M |
| Fortitude Family Office, LLC | 0.73% | New | 27,200 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 26,547 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.6% | 21,959 | $1.7M |
| PFG Advisors | 0.10% | Reduce -0.7% | 21,820 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -17.3% | 19,714 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +25.0% | 18,086 | $1.4M |
| Cascades Capital Asset Management, LLC | 0.65% | Reduce -5.5% | 15,821 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -33.1% | 15,578 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +10.4% | 12,945 | $974K |
| Private Advisor Group, LLC | 0.01% | Reduce -10.8% | 12,629 | $950K |
| Wells Fargo & Company | 0.00% | Add +17.8% | 12,436 | $936K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.6% | 9,990 | $752K |
| Golden State Wealth Management, LLC | 0.11% | — | 9,789 | $737K |
| Natural Investments, LLC | 0.19% | — | 8,931 | $672K |
| Stephens Inc. | 0.01% | No change | 8,906 | $670K |
| Corundum Group, Inc. | 0.25% | Reduce -1.9% | 8,838 | $665K |
| RFG Advisory, LLC | 0.02% | New | 8,660 | $652K |
| PFG Investments, LLC | 0.04% | Add +1.8% | 7,942 | $598K |
| Kestra Investment Management, LLC | 0.02% | No change | 7,885 | $593K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.2% | 7,303 | $550K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.2% | 7,131 | $537K |
| Family Manage LLC | 0.08% | No change | 6,414 | $483K |
| Milestone Investment Advisors LLC | 0.12% | No change | 5,907 | $445K |
| MML Investors Services, LLC | 0.00% | Reduce -7.4% | 5,738 | $432K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $422K |
| Win Advisors, Inc. | 0.19% | New | 5,286 | $398K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -93.1% | 5,233 | $394K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.0% | 5,188 | $390K |
| Mgo One Seven LLC | 0.01% | Add +7.9% | 5,009 | $377K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.0% | 4,497 | $338K |
| Creative Planning | 0.00% | Reduce -17.3% | 4,242 | $319K |
| Atlas Private Wealth Advisors | 0.04% | No change | 3,954 | $298K |
| Rossby Financial, LCC | 0.19% | — | 3,907 | $294K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.3% | 3,800 | $286K |
| Old Mission Capital LLC | 0.01% | New | 3,560 | $268K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Reduce -7.7% | 3,461 | $260K |
| Ascentis Independent Advisors | 0.05% | Add +4.7% | 3,428 | $253K |
| Novem Group | 0.04% | — | 3,350 | $252K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.8% | 3,327 | $250K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,245 | $244K |
| JPMorgan Chase & Co. | 0.00% | Add +22.7% | 3,138 | $236K |
| Elevation Capital Advisory, LLC | 0.10% | Reduce -5.6% | 3,104 | $234K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.6% | 3,104 | $234K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.0% | 2,981 | $224K |
| One Capital Management, LLC | 0.01% | No change | 2,924 | $220K |
| Russell Investments Group, Ltd. | 0.00% | Add +46.3% | 2,422 | $182K |
| Missouri Trust & Investment Co | 0.04% | New | 1,464 | $110K |
| Bank of Montreal | 0.00% | New | 1,217 | $92K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,200 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.8% | 1,188 | $89K |
| Harbour Investments, Inc. | 0.00% | No change | 797 | $60K |
| Assetmark, Inc. | 0.00% | New | 790 | $59K |
| Addison Advisors LLC | 0.02% | No change | 764 | $58K |
| Noble Wealth Management PBC | 0.04% | — | 700 | $53K |
| Investors Research Corp | 0.01% | Add +106.9% | 596 | $45K |
| AdvisorNet Financial, Inc | 0.00% | No change | 570 | $43K |
| Bank of America Corp. | 0.00% | Add +226.8% | 549 | $41K |
| Sunbelt Securities, Inc. | 0.00% | No change | 346 | $26K |
| FMR LLC | 0.00% | Reduce -9.2% | 278 | $21K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.8% | 236 | $18K |
| Hantz Financial Services, Inc. | 0.00% | No change | 230 | $17K |
| US Bancorp \de | 0.00% | No change | 192 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 181 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 155 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 83 | $6K |
| First Community Trust NA | 0.00% | New | 75 | $6K |
| Comerica Bank | 0.00% | No change | 5 | $376 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $75 |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.