Clearbridge Large Cap GrowthLRGEETF
13F holders, Q1 2026 (March 31)82holders −1
5new positions
6sold out
$75.20avg. 13F price*
At the end of Q1 2026, 82 institutions reported holding Clearbridge Large Cap Growth (LRGE) in their 13F filings, down 1 from Q4 2025. 5 opened new positions and 6 sold out. The largest holders were Opal Wealth Advisors, LLC ($49.8M), UBS Group AG ($33.1M) and LPL Financial LLC ($30.5M).
- Company
- Clearbridge Large Cap Growth
- Filed as
- LEGG MASON ETF INVT (Q1 2026)
- CUSIP
- 524682200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 6 | $5.0M |
All 13F filers, Q4 2025 → Q1 2026: 447,232 shares bought and 320,762 shares sold, net +126,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Opal Wealth Advisors, LLC | 11.27% | Add +9.9% | 662,875 | $49.8M |
| UBS Group AG | 0.01% | Add +200.3% | 440,153 | $33.1M |
| LPL Financial LLC | 0.01% | Add +3.8% | 405,270 | $30.5M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 353,143 | $26.6M |
| Cetera Investment Advisers | 0.02% | Add +2.9% | 288,496 | $21.7M |
| Royal Bank of Canada | 0.00% | Reduce -31.8% | 255,111 | $19.2M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 213,321 | $16.0M |
| M&T Bank Corp | 0.03% | Add +2.2% | 107,650 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.3% | 103,440 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 93,355 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.8% | 65,713 | $4.9M |
| AA Financial Advisors, LLC | 0.55% | Reduce -49.3% | 51,447 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +11.8% | 43,799 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +8.5% | 43,172 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -6.0% | 36,751 | $2.8M |
| Barnes Pettey Financial Advisors, LLC | 0.96% | Reduce -3.0% | 29,253 | $2.2M |
| PFG Advisors | 0.09% | Add +0.8% | 23,267 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 23,229 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.2% | 21,717 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.7% | 20,518 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 19,522 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +449.9% | 16,056 | $1.2M |
| Natural Investments, LLC | 0.28% | Add +46.3% | 15,331 | $1.2M |
| Cascades Capital Asset Management, LLC | 0.46% | No change | 14,387 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 13,677 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +2.5% | 13,649 | $1.0M |
| Fortitude Family Office, LLC | 0.23% | Reduce -50.0% | 13,600 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 12,692 | $954K |
| Family Manage LLC | 0.10% | Add +63.3% | 11,453 | $861K |
| Wells Fargo & Company | 0.00% | Reduce -11.6% | 11,125 | $837K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.9% | 10,529 | $792K |
| PFG Investments, LLC | 0.03% | Add +4.6% | 9,016 | $678K |
| Stephens Inc. | 0.01% | Add +1.7% | 7,856 | $591K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -7.5% | 7,518 | $565K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.9% | 7,429 | $559K |
| JPMorgan Chase & Co. | 0.00% | Add +401.7% | 7,014 | $509K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.7% | 6,689 | $503K |
| Corundum Group, Inc. | 0.16% | Add +0.4% | 6,389 | $480K |
| Two Sigma Investments, LP | 0.00% | Reduce -46.9% | 5,952 | $448K |
| Brooklyn Investment Group | 0.01% | Reduce -6.0% | 5,946 | $447K |
| Milestone Investment Advisors LLC | 0.11% | No change | 5,907 | $444K |
| May Hill Capital, LLC | 0.11% | Reduce -6.3% | 5,653 | $425K |
| Captrust Financial Advisors | 0.00% | No change | 5,605 | $421K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 5,433 | $409K |
| RFG Advisory, LLC | 0.01% | Reduce -17.5% | 5,138 | $386K |
| MML Investors Services, LLC | 0.00% | Reduce -16.1% | 4,987 | $375K |
| Roan Capital Partners | 0.35% | — | 4,966 | $373K |
| Mgo One Seven LLC | 0.01% | Reduce -6.9% | 4,769 | $359K |
| Creative Planning | 0.00% | No change | 4,053 | $305K |
| Rossby Financial, LCC | 0.06% | Add +0.8% | 3,949 | $299K |
| Kestra Investment Management, LLC | 0.01% | No change | 3,932 | $296K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 3,879 | $293K |
| Gateway Wealth Partners, LLC | 0.01% | New | 3,284 | $247K |
| American Financial & Tax Strategies Inc. | 0.12% | No change | 3,245 | $244K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,197 | $240K |
| Wedbush Securities Inc. | 0.01% | No change | 3,106 | $234K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Reduce -6.9% | 3,083 | $232K |
| Cwm, LLC | 0.00% | No change | 2,838 | $213K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 2,349 | $177K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.5% | 2,177 | $164K |
| AdvisorNet Financial, Inc | 0.01% | Add +97.0% | 2,007 | $151K |
| NewEdge Advisors, LLC | 0.00% | Reduce -37.5% | 1,901 | $143K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -81.2% | 1,531 | $115K |
| Missouri Trust & Investment Co | 0.03% | No change | 1,464 | $110K |
| Arax Advisory Partners | 0.00% | No change | 1,300 | $98K |
| Farther Finance Advisors, LLC | 0.00% | Add +229.7% | 1,055 | $80K |
| Investors Research Corp | 0.01% | Reduce -13.0% | 860 | $65K |
| Harbour Investments, Inc. | 0.00% | No change | 797 | $60K |
| Addison Advisors LLC | 0.01% | No change | 764 | $57K |
| Noble Wealth Management PBC | 0.03% | No change | 700 | $53K |
| SHP Wealth Management | 0.00% | No change | 596 | $45K |
| Lanark Financial, Inc. | 0.00% | Add +18.7% | 412 | $31K |
| Assetmark, Inc. | 0.00% | No change | 395 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 346 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 320 | $24K |
| Ascentis Independent Advisors | 0.00% | New | 202 | $15K |
| Financial Perspectives, Inc | 0.00% | No change | 171 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 155 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Vanguard Advisers Inc. | 0.00% | — | 59 | $4K |
| FMR LLC | 0.00% | Add +2.3% | 44 | $3K |
| Fifth Third Bancorp | 0.00% | New | 5 | $376 |
"% of holder's portfolio" is LRGE's weight in each manager's 13F, not the share of Clearbridge Large Cap Growth the manager owns.