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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,242
shares
|
$348,777
0.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,226
shares
|
$347,461
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,021
shares
|
$330,606
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,865
shares
|
$317,780
0.11% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,346
shares
|
$275,108
0.1% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
3,314
shares
|
$272,477
0.08% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,197
shares
|
$262,857
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,106
shares
|
$255,375
0.01% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,094
shares
|
$254,388
0.0% of portfolio
|
Q3 2025
Reduced 91.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,920
shares
|
$240,082
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
2,447
shares
|
$201,192
0.0% of portfolio
|
Q3 2025
Reduced 43.24%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,445
shares
|
$201,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,349
shares
|
$193,134
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,860
shares
|
$152,929
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,464
shares
|
$120,370
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,416
shares
|
$116,423
0.0% of portfolio
|
Q3 2025
Reduced 57.98%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$98,664
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,191
shares
|
$97,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,024
shares
|
$84,193
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
797
shares
|
$65,529
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
771
shares
|
$63,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
764
shares
|
$62,816
0.02% of portfolio
|
Q1 2024
Reduced 35.74%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
700
shares
|
$57,554
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
395
shares
|
$32,476
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
347
shares
|
$28,530
0.0% of portfolio
|
Q1 2025
New holding
|
|