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 89 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,839
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
20,362
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
15,821
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,259
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
14,438
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 305.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,269
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,496
shares
|
$943,697
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,266
shares
|
$926,328
0.0% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
10,195
shares
|
$769,926
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
9,620
shares
|
$726,502
0.19% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,906
shares
|
$672,581
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,772
shares
|
$662,461
0.3% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,572
shares
|
$647,357
0.02% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,537
shares
|
$644,714
0.01% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
8,242
shares
|
$622,435
0.04% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
7,885
shares
|
$595,475
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,826
shares
|
$515,499
0.0% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,493
shares
|
$490,351
0.01% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
6,414
shares
|
$484,385
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
5,907
shares
|
$446,096
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,736
shares
|
$433,182
0.01% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,605
shares
|
$423,289
0.0% of portfolio
|
Q3 2023
Reduced 33.31%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
5,301
shares
|
$400,331
0.2% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,911
shares
|
$370,878
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,809
shares
|
$363,175
0.0% of portfolio
|
Q1 2025
Reduced 8.1%
|