Clearbridge Large Cap GrowthLRGEETF
13F holders, Q1 2025 (March 31)83holders −5
4new positions
9sold out
1famous investor
$69.78avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, down 5 from Q4 2024. 4 opened new positions and 9 sold out. The largest holders were Opal Wealth Advisors, LLC ($39.0M), Morgan Stanley ($28.6M) and Royal Bank of Canada ($23.7M). 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 (Q1 2025)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.6M |
| Exits | 9 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 299,573 shares bought and 120,620 shares sold, net +178,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Opal Wealth Advisors, LLC | 12.02% | Add +5.6% | 558,870 | $39.0M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 409,873 | $28.6M |
| Royal Bank of Canada | 0.01% | Add +50.4% | 340,312 | $23.7M |
| LPL Financial LLC | 0.01% | Add +4.2% | 339,175 | $23.7M |
| Avantax Advisory Services, Inc. | 0.13% | Add +0.1% | 301,532 | $21.0M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 183,626 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 172,984 | $12.1M |
| UBS Group AG | 0.00% | Reduce -5.1% | 147,473 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.5% | 109,328 | $7.6M |
| AA Financial Advisors, LLC | 1.70% | Add +43.8% | 99,827 | $7.0M |
| M&T Bank Corp | 0.03% | Add +11.9% | 99,162 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 89,288 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.8% | 64,538 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.5% | 55,772 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Add +444.8% | 38,848 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -1.0% | 38,585 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +10.0% | 34,692 | $2.4M |
| Barnes Pettey Financial Advisors, LLC | 1.77% | Reduce -1.8% | 32,651 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +9.2% | 31,186 | $2.2M |
| Citadel Advisors | 0.00% | New | 30,437 | $2.1M |
| Fortitude Family Office, LLC | 0.68% | No change | 27,200 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.6% | 25,050 | $1.7M |
| PFG Advisors | 0.09% | Add +1.0% | 22,038 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 20,839 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 20,362 | $1.4M |
| Cascades Capital Asset Management, LLC | 0.61% | No change | 15,821 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.0% | 15,259 | $1.1M |
| Old Mission Capital LLC | 0.02% | Add +305.6% | 14,438 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 13,269 | $926K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.1% | 12,496 | $872K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 12,266 | $856K |
| Golden State Wealth Management, LLC | 0.11% | Add +4.2% | 10,195 | $711K |
| Natural Investments, LLC | 0.19% | Add +7.7% | 9,620 | $671K |
| Stephens Inc. | 0.01% | No change | 8,906 | $621K |
| Corundum Group, Inc. | 0.29% | Reduce -0.8% | 8,772 | $612K |
| RFG Advisory, LLC | 0.02% | Reduce -1.0% | 8,572 | $598K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.5% | 8,537 | $596K |
| PFG Investments, LLC | 0.04% | Add +3.8% | 8,242 | $575K |
| Kestra Investment Management, LLC | 0.01% | No change | 7,885 | $550K |
| MML Investors Services, LLC | 0.00% | Add +19.0% | 6,826 | $476K |
| Family Manage LLC | 0.07% | No change | 6,414 | $448K |
| Milestone Investment Advisors LLC | 0.11% | No change | 5,907 | $412K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -21.5% | 5,736 | $400K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $391K |
| Win Advisors, Inc. | 0.19% | Add +0.3% | 5,301 | $370K |
| Mgo One Seven LLC | 0.01% | Reduce -2.0% | 4,911 | $343K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.1% | 4,809 | $336K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.7% | 4,762 | $332K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.6% | 4,433 | $309K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.9% | 4,321 | $302K |
| May Hill Capital, LLC | 0.11% | New | 4,285 | $299K |
| Creative Planning | 0.00% | No change | 4,242 | $296K |
| Ascentis Independent Advisors | 0.05% | Add +13.2% | 3,882 | $271K |
| Rossby Financial, LCC | 0.12% | Reduce -1.9% | 3,834 | $267K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Reduce -1.5% | 3,410 | $238K |
| Wedbush Securities Inc. | 0.01% | Reduce -10.6% | 3,398 | $237K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -14.4% | 3,386 | $236K |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 3,370 | $235K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,245 | $226K |
| Elevation Capital Advisory, LLC | 0.09% | Reduce -4.9% | 2,953 | $206K |
| One Capital Management, LLC | 0.01% | No change | 2,924 | $204K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.0% | 2,373 | $166K |
| Missouri Trust & Investment Co | 0.04% | No change | 1,464 | $102K |
| Arax Advisory Partners | 0.01% | New | 1,300 | $91K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,200 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 1,129 | $79K |
| Investors Research Corp | 0.01% | Add +44.6% | 862 | $60K |
| Harbour Investments, Inc. | 0.00% | No change | 797 | $56K |
| Addison Advisors LLC | 0.01% | No change | 764 | $53K |
| Noble Wealth Management PBC | 0.03% | No change | 700 | $49K |
| Franklin Resources Inc. | 0.00% | New | 574 | $40K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 395 | $28K |
| Sunbelt Securities, Inc. | 0.00% | No change | 346 | $24K |
| Lanark Financial, Inc. | 0.00% | — | 347 | $24K |
| Bank of Montreal | 0.00% | Reduce -75.3% | 300 | $21K |
| Bank of America Corp. | 0.00% | Reduce -46.3% | 295 | $21K |
| FMR LLC | 0.00% | Add +4.3% | 290 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -56.8% | 246 | $17K |
| US Bancorp \de | 0.00% | No change | 192 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.0% | 105 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 83 | $6K |
| First Community Trust NA | 0.00% | No change | 75 | $5K |
| Comerica Bank | 0.00% | No change | 5 | $349 |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.