Clearbridge Large Cap GrowthLRGEETF

13F holders, Q4 2025 (December 31)
83holders +2
8new positions
6sold out
$82.34avg. 13F price*

At the end of Q4 2025, 83 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, up 2 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were Opal Wealth Advisors, LLC ($49.6M), LPL Financial LLC ($32.1M) and Royal Bank of Canada ($30.8M).

Company
Clearbridge Large Cap Growth
Filed as
LEGG MASON ETF INVT (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$2.4M
Exits6$4.6M

All 13F filers, Q3 2025 → Q4 2025: 130,363 shares bought and 122,051 shares sold, net +8,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Opal Wealth Advisors, LLC 12.94% Add +2.8% 602,940 $49.6M
LPL Financial LLC 0.01% Add +1.9% 390,328 $32.1M
Royal Bank of Canada 0.01% Reduce -2.4% 374,259 $30.8M
Morgan Stanley 0.00% Reduce -1.7% 357,055 $29.4M
Cetera Investment Advisers 0.03% Add +4.0% 280,330 $23.1M
Stifel Financial Corp. 0.02% Add +1.8% 212,388 $17.5M
UBS Group AG 0.00% Add +7.0% 146,596 $12.1M
Raymond James Financial Inc. 0.00% Reduce -6.1% 110,448 $9.1M
M&T Bank Corp 0.03% Add +3.8% 105,340 $8.7M
AA Financial Advisors, LLC 1.55% Reduce -16.3% 101,517 $8.4M
Envestnet Asset Management Inc. 0.00% Reduce -8.8% 88,196 $7.3M
Commonwealth Equity Services, LLC 0.01% Add +26.7% 84,070 $6.9M
Janney Montgomery Scott LLC 0.01% Add +0.0% 52,229 $4.3M
Susquehanna International Group, LLP 0.01% Add +47.6% 45,435 $3.7M
Truist Financial Corp. 0.00% Reduce -2.5% 39,777 $3.3M
HighTower Advisors, LLC 0.00% Add +5.5% 39,169 $3.2M
Gladstone Institutional Advisory LLC 0.12% No change 39,091 $3.2M
Barnes Pettey Financial Advisors, LLC 1.23% Reduce -1.5% 30,165 $2.5M
Fortitude Family Office, LLC 0.52% No change 27,200 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.8% 23,511 $1.9M
PFG Advisors 0.09% Add +2.0% 23,085 $1.9M
PNC Financial Services Group, Inc. 0.00% Reduce -17.4% 19,972 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.5% 19,508 $1.6M
Cascades Capital Asset Management, LLC 0.50% Reduce -6.5% 14,387 $1.2M
Private Advisor Group, LLC 0.01% Reduce -0.3% 13,321 $1.1M
Wells Fargo & Company 0.00% Add +3.3% 12,579 $1.0M
IHT Wealth Management, LLC 0.02% No change 12,227 $1.0M
Two Sigma Investments, LP 0.00% Add +36.6% 11,200 $922K
Natural Investments, LLC 0.21% New 10,482 $863K
Osaic Holdings, Inc. 0.00% Reduce -8.9% 9,460 $779K
PFG Investments, LLC 0.03% Reduce -4.4% 8,621 $710K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.8% 8,157 $672K
Golden State Wealth Management, LLC 0.07% Add +5.2% 8,123 $669K
Prospera Financial Services Inc 0.01% Reduce -4.8% 7,982 $657K
Stephens Inc. 0.01% Reduce -17.0% 7,723 $636K
Family Manage LLC 0.07% Add +9.3% 7,014 $578K
Brooklyn Investment Group 0.02% New 6,326 $525K
Corundum Group, Inc. 0.18% No change 6,363 $524K
RFG Advisory, LLC 0.01% Reduce -18.4% 6,226 $513K
May Hill Capital, LLC 0.13% Add +82.0% 6,033 $497K
MML Investors Services, LLC 0.00% Reduce -10.6% 5,944 $489K
Milestone Investment Advisors LLC 0.12% No change 5,907 $486K
Captrust Financial Advisors 0.00% No change 5,605 $461K
Rockefeller Capital Management L.P. 0.00% Add +350.4% 5,364 $442K
Mgo One Seven LLC 0.01% Add +4.3% 5,124 $422K
Kestra Advisory Services, LLC 0.00% Reduce -4.4% 4,592 $378K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.6% 4,201 $351K
Journey Strategic Wealth LLC 0.01% New 4,230 $348K
Creative Planning 0.00% Reduce -4.5% 4,053 $334K
Kestra Investment Management, LLC 0.01% Reduce -39.8% 3,932 $324K
Rossby Financial, LCC 0.10% Add +1.4% 3,918 $323K
Townsend Asset Management Corp. /NC/ 0.10% Reduce -1.1% 3,310 $273K
American Financial & Tax Strategies Inc. 0.13% New 3,245 $267K
Avantax Planning Partners, Inc. 0.01% No change 3,197 $263K
Wedbush Securities Inc. 0.01% No change 3,106 $256K
NewEdge Advisors, LLC 0.00% Reduce -1.7% 3,042 $250K
Goldman Sachs Group Inc. 0.00% No change 2,920 $240K
Cwm, LLC 0.00% Add +268.1% 2,838 $234K
Intrua Financial, LLC 0.03% New 2,823 $232K
Russell Investments Group, Ltd. 0.00% Add +0.1% 2,351 $194K
CENTRAL TRUST Co 0.00% Reduce -9.6% 2,211 $182K
Missouri Trust & Investment Co 0.04% No change 1,464 $121K
JPMorgan Chase & Co. 0.00% Reduce -1.3% 1,398 $115K
Arax Advisory Partners 0.00% New 1,300 $107K
AdvisorNet Financial, Inc 0.00% Add +233.0% 1,019 $84K
Investors Research Corp 0.01% Reduce -3.5% 988 $81K
Harbour Investments, Inc. 0.00% No change 797 $66K
Addison Advisors LLC 0.01% No change 764 $63K
Noble Wealth Management PBC 0.03% No change 700 $58K
SHP Wealth Management 0.00% — 596 $49K
Assetmark, Inc. 0.00% No change 395 $33K
Flagship Harbor Advisors, LLC 0.00% New 394 $32K
Bank of America Corp. 0.00% Add +4.5% 348 $29K
Lanark Financial, Inc. 0.00% No change 347 $29K
Sunbelt Securities, Inc. 0.00% No change 346 $28K
St Germain D J Co. Inc. 0.00% No change 320 $26K
Farther Finance Advisors, LLC 0.00% New 320 $26K
Global Retirement Partners, LLC 0.00% No change 236 $19K
US Bancorp \de 0.00% Add +0.5% 193 $16K
Financial Perspectives, Inc 0.00% Add +106.0% 171 $14K
EverSource Wealth Advisors, LLC 0.00% No change 105 $9K
FMR LLC 0.00% No change 43 $4K
Comerica Bank 0.00% No change 5 $412

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