Clearbridge Large Cap GrowthLRGEETF

13F holders, Q3 2025 (September 30)
81holders −7
4new positions
10sold out
1famous investor
$83.34avg. 13F price*

At the end of Q3 2025, 81 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, down 7 from Q2 2025. 4 opened new positions and 10 sold out. The largest holders were Opal Wealth Advisors, LLC ($48.9M), Royal Bank of Canada ($32.0M) and LPL Financial LLC ($31.9M). 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 2025)
CUSIP
524682200
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 51Q1 2024Q2 2024: 76Q2 2024Q3 2024: 80Q3 2024Q4 2024: 88Q4 2024Q1 2025: 83Q1 2025Q2 2025: 88Q2 2025Q3 2025: 81Q3 2025Q4 2025: 83Q4 2025Q1 2026: 82Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$652K
Exits10$2.7M

All 13F filers, Q2 2025 → Q3 2025: 356,694 shares bought and 200,364 shares sold, net +156,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Opal Wealth Advisors, LLC 13.60% Add +2.2% 586,517 $48.9M
Royal Bank of Canada 0.01% Add +0.1% 383,400 $32.0M
LPL Financial LLC 0.01% Add +5.3% 383,020 $31.9M
Morgan Stanley 0.00% Reduce -2.8% 363,220 $30.3M
Cetera Investment Advisers 0.03% Add +1479.5% 269,438 $22.5M
Stifel Financial Corp. 0.02% Add +3.2% 208,587 $17.4M
UBS Group AG 0.00% Reduce -4.2% 137,021 $11.4M
AA Financial Advisors, LLC 1.99% Add +9.4% 121,330 $10.1M
Raymond James Financial Inc. 0.00% Reduce -30.8% 117,590 $9.8M
M&T Bank Corp 0.03% Add +2.9% 101,514 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 96,764 $8.1M
Commonwealth Equity Services, LLC 0.01% Add +1.4% 66,351 $5.5M
Janney Montgomery Scott LLC 0.01% Reduce -3.5% 52,208 $4.4M
Truist Financial Corp. 0.00% Add +4.3% 40,790 $3.4M
Gladstone Institutional Advisory LLC 0.13% Reduce -1.3% 39,091 $3.3M
HighTower Advisors, LLC 0.00% Add +7.3% 37,131 $3.1M
Old Mission Capital LLC 0.10% Add +54.6% 33,683 $2.8M
Susquehanna International Group, LLP 0.00% Add +223.6% 30,776 $2.6M
Barnes Pettey Financial Advisors, LLC 1.40% Reduce -5.1% 30,625 $2.6M
Fortitude Family Office, LLC 0.61% No change 27,200 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -46.5% 24,450 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +0.1% 24,179 $2.0M
PFG Advisors 0.08% Add +3.4% 22,638 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.3% 19,416 $1.6M
Cascades Capital Asset Management, LLC 0.57% No change 15,393 $1.3M
Private Advisor Group, LLC 0.01% Reduce -7.5% 13,366 $1.1M
Citadel Advisors 0.00% Reduce -61.9% 13,246 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -19.7% 12,227 $1.0M
Wells Fargo & Company 0.00% Add +13.9% 12,181 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -13.6% 10,382 $833K
Stephens Inc. 0.01% No change 9,306 $776K
PFG Investments, LLC 0.04% Add +16.7% 9,019 $752K
Prospera Financial Services Inc 0.01% No change 8,387 $699K
Steward Partners Investment Advisory, LLC 0.00% Add +33.7% 8,224 $685K
Two Sigma Investments, LP 0.00% Reduce -22.6% 8,200 $683K
Golden State Wealth Management, LLC 0.07% Reduce -22.9% 7,723 $644K
RFG Advisory, LLC 0.01% Reduce -11.6% 7,632 $636K
MML Investors Services, LLC 0.00% Reduce -4.7% 6,645 $554K
Kestra Investment Management, LLC 0.01% No change 6,527 $544K
Family Manage LLC 0.07% No change 6,414 $535K
Corundum Group, Inc. 0.22% Reduce -17.7% 6,363 $530K
Milestone Investment Advisors LLC 0.12% No change 5,907 $492K
Captrust Financial Advisors 0.00% No change 5,605 $467K
Mgo One Seven LLC 0.01% No change 4,911 $409K
Kestra Advisory Services, LLC 0.00% Reduce -1.9% 4,805 $400K
Creative Planning 0.00% No change 4,242 $354K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.3% 4,226 $354K
Mezzasalma Advisors, LLC 0.09% New 4,021 $335K
Rossby Financial, LCC 0.11% Add +19.3% 3,865 $324K
Townsend Asset Management Corp. /NC/ 0.10% Reduce -1.9% 3,346 $279K
May Hill Capital, LLC 0.08% Reduce -22.7% 3,314 $276K
Avantax Planning Partners, Inc. 0.01% No change 3,197 $266K
Wedbush Securities Inc. 0.01% No change 3,106 $259K
NewEdge Advisors, LLC 0.00% Reduce -91.2% 3,094 $258K
Goldman Sachs Group Inc. 0.00% No change 2,920 $243K
Park Avenue Securities LLC 0.00% New 2,445 $204K
CENTRAL TRUST Co 0.00% Reduce -43.2% 2,447 $204K
Russell Investments Group, Ltd. 0.00% Reduce -0.3% 2,349 $196K
Missouri Trust & Investment Co 0.04% No change 1,464 $122K
JPMorgan Chase & Co. 0.00% Reduce -1.3% 1,416 $118K
Future Financial Wealth Managment LLC 0.06% No change 1,200 $100K
Rockefeller Capital Management L.P. 0.00% New 1,191 $99K
Investors Research Corp 0.02% Reduce -0.6% 1,024 $85K
Harbour Investments, Inc. 0.00% No change 797 $66K
Cwm, LLC 0.00% No change 771 $64K
Addison Advisors LLC 0.01% No change 764 $64K
Noble Wealth Management PBC 0.03% — 700 $58K
Assetmark, Inc. 0.00% No change 395 $33K
Lanark Financial, Inc. 0.00% No change 347 $29K
Sunbelt Securities, Inc. 0.00% No change 346 $29K
Bank of America Corp. 0.00% Add +12.9% 333 $28K
St Germain D J Co. Inc. 0.00% No change 320 $27K
AdvisorNet Financial, Inc 0.00% No change 306 $26K
Global Retirement Partners, LLC 0.00% No change 236 $20K
US Bancorp \de 0.00% No change 192 $16K
Creekmur Asset Management LLC 0.00% New 163 $14K
EverSource Wealth Advisors, LLC 0.00% No change 105 $9K
Financial Perspectives, Inc 0.00% No change 83 $7K
First Community Trust NA 0.00% No change 75 $6K
FMR LLC 0.00% No change 43 $4K
Comerica Bank 0.00% No change 5 $417

"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.