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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,762
shares
|
$359,626
0.0% of portfolio
|
Q1 2025
Reduced 73.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,433
shares
|
$334,780
0.0% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,321
shares
|
$326,321
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
4,285
shares
|
$323,603
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,242
shares
|
$320,355
0.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
3,882
shares
|
$293,168
0.05% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,834
shares
|
$289,543
0.11% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
3,410
shares
|
$257,523
0.09% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,398
shares
|
$256,616
0.01% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,386
shares
|
$255,710
0.03% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,370
shares
|
$254,502
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,245
shares
|
$245,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
2,953
shares
|
$223,010
0.09% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
2,924
shares
|
$220,820
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,373
shares
|
$179,208
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,860
shares
|
$140,467
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
1,464
shares
|
$110,561
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,300
shares
|
$98,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,200
shares
|
$90,624
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,129
shares
|
$85,262
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
862
shares
|
$65,098
0.01% of portfolio
|
Q1 2025
Added 44.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
797
shares
|
$60,189
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
764
shares
|
$57,697
0.02% of portfolio
|
Q1 2024
Reduced 35.74%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
700
shares
|
$52,864
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
574
shares
|
$43,348
0.0% of portfolio
|
Q1 2025
New holding
|