Institutional Ownership Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
586,517
shares
|
$48.2 Million
14.1% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
383,400
shares
|
$31.5 Million
0.01% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
383,020
shares
|
$31.5 Million
0.01% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
363,220
shares
|
$29.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
289,647
shares
|
$23.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
269,438
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2025
Added 1479.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
208,587
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
137,021
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
121,330
shares
|
$9.98 Million
1.99% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
117,590
shares
|
$9.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.76%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
101,514
shares
|
$8.35 Million
0.03% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
96,764
shares
|
$7.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,351
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
52,208
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
40,790
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
39,091
shares
|
$3.21 Million
0.13% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
37,131
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
33,683
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 54.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,776
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Added 223.55%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
30,625
shares
|
$2.52 Million
1.45% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
27,200
shares
|
$2.24 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,450
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 46.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
24,179
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|