Clearbridge Large Cap GrowthLRGEETF
13F holders, Q2 2025 (June 30)88holders +5
7new positions
2sold out
1famous investor
$79.31avg. 13F price*
At the end of Q2 2025, 88 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, up 5 from Q1 2025. 7 opened new positions and 2 sold out. The largest holders were Opal Wealth Advisors, LLC ($45.5M), Royal Bank of Canada ($30.4M) and Morgan Stanley ($29.6M). 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 2025)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 2 | $227K |
All 13F filers, Q1 2025 → Q2 2025: 176,630 shares bought and 142,806 shares sold, net +33,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Opal Wealth Advisors, LLC | 12.63% | Add +2.7% | 573,799 | $45.5M |
| Royal Bank of Canada | 0.01% | Add +12.5% | 382,930 | $30.4M |
| Morgan Stanley | 0.00% | Reduce -8.8% | 373,786 | $29.6M |
| LPL Financial LLC | 0.01% | Add +7.3% | 363,921 | $28.9M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -3.9% | 289,647 | $23.0M |
| Stifel Financial Corp. | 0.02% | Add +10.1% | 202,206 | $16.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 169,840 | $13.5M |
| UBS Group AG | 0.00% | Reduce -3.0% | 143,092 | $11.3M |
| AA Financial Advisors, LLC | 1.90% | Add +11.1% | 110,929 | $8.8M |
| M&T Bank Corp | 0.03% | Reduce -0.5% | 98,662 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.1% | 98,326 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -40.2% | 65,412 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.2% | 54,080 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.1% | 45,681 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +2.6% | 39,591 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +12.7% | 39,109 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.6% | 35,126 | $2.8M |
| Citadel Advisors | 0.00% | Add +14.1% | 34,741 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 34,612 | $2.7M |
| Barnes Pettey Financial Advisors, LLC | 1.71% | Reduce -1.2% | 32,258 | $2.6M |
| Fortitude Family Office, LLC | 0.71% | No change | 27,200 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 24,152 | $1.9M |
| PFG Advisors | 0.08% | Reduce -0.6% | 21,901 | $1.7M |
| Old Mission Capital LLC | 0.05% | Add +50.9% | 21,790 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 20,075 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -18.1% | 17,058 | $1.4M |
| Cascades Capital Asset Management, LLC | 0.64% | Reduce -2.7% | 15,393 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.2% | 15,223 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +15.7% | 14,454 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 12,016 | $953K |
| Wells Fargo & Company | 0.00% | Reduce -19.4% | 10,691 | $848K |
| Two Sigma Investments, LP | 0.00% | New | 10,600 | $841K |
| Golden State Wealth Management, LLC | 0.10% | Reduce -1.8% | 10,014 | $794K |
| Natural Investments, LLC | 0.21% | Add +4.0% | 10,001 | $793K |
| Susquehanna International Group, LLP | 0.00% | Add +99.8% | 9,512 | $754K |
| Stephens Inc. | 0.01% | Add +4.5% | 9,306 | $738K |
| RFG Advisory, LLC | 0.02% | Add +0.7% | 8,633 | $685K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.8% | 8,387 | $665K |
| Corundum Group, Inc. | 0.27% | Reduce -11.8% | 7,733 | $613K |
| PFG Investments, LLC | 0.04% | Reduce -6.2% | 7,731 | $613K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 6,974 | $553K |
| Kestra Investment Management, LLC | 0.02% | Reduce -17.2% | 6,527 | $518K |
| Family Manage LLC | 0.08% | No change | 6,414 | $509K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.3% | 6,215 | $493K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +445.0% | 6,153 | $488K |
| Milestone Investment Advisors LLC | 0.12% | No change | 5,907 | $468K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $445K |
| Win Advisors, Inc. | 0.21% | Add +1.6% | 5,384 | $427K |
| Mgo One Seven LLC | 0.01% | No change | 4,911 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.8% | 4,897 | $388K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.2% | 4,311 | $342K |
| May Hill Capital, LLC | 0.11% | No change | 4,285 | $340K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.3% | 4,240 | $338K |
| Creative Planning | 0.00% | No change | 4,242 | $336K |
| Ascentis Independent Advisors | 0.06% | No change | 3,882 | $308K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,736 | $296K |
| Townsend Asset Management Corp. /NC/ | 0.10% | No change | 3,410 | $270K |
| Atlas Private Wealth Advisors | 0.03% | No change | 3,386 | $269K |
| Rossby Financial, LCC | 0.10% | Reduce -15.5% | 3,239 | $257K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.5% | 3,197 | $254K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.6% | 3,106 | $246K |
| One Capital Management, LLC | 0.01% | No change | 2,924 | $232K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,920 | $232K |
| Independent Financial Group, LLC | 0.01% | New | 2,640 | $209K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.8% | 2,355 | $187K |
| Missouri Trust & Investment Co | 0.04% | No change | 1,464 | $116K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.4% | 1,435 | $114K |
| Arax Advisory Partners | 0.00% | No change | 1,300 | $103K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,200 | $95K |
| Investors Research Corp | 0.02% | Add +19.5% | 1,030 | $82K |
| Harbour Investments, Inc. | 0.00% | No change | 797 | $63K |
| Cwm, LLC | 0.00% | New | 771 | $61K |
| Addison Advisors LLC | 0.02% | No change | 764 | $61K |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 570 | $45K |
| Brooklyn Investment Group | 0.01% | New | 525 | $42K |
| Assetmark, Inc. | 0.00% | No change | 395 | $31K |
| Lanark Financial, Inc. | 0.00% | No change | 347 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 346 | $26K |
| St Germain D J Co. Inc. | 0.00% | New | 320 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +24.4% | 306 | $24K |
| Bank of America Corp. | 0.00% | No change | 295 | $23K |
| Global Retirement Partners, LLC | 0.00% | — | 236 | $19K |
| US Bancorp \de | 0.00% | No change | 192 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 83 | $7K |
| First Community Trust NA | 0.00% | No change | 75 | $6K |
| FMR LLC | 0.00% | Reduce -85.2% | 43 | $3K |
| Comerica Bank | 0.00% | No change | 5 | $397 |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.