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 91 institutions that hold shares in the stock, with a total of 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
573,799
shares
|
$46.5 Million
12.99% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
382,930
shares
|
$31 Million
0.01% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
373,786
shares
|
$30.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
363,921
shares
|
$29.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
289,647
shares
|
$23.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
202,206
shares
|
$16.4 Million
0.02% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
169,840
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
143,092
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
110,929
shares
|
$8.98 Million
1.9% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
98,662
shares
|
$7.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
98,326
shares
|
$7.96 Million
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
65,412
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
54,080
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
45,681
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
39,109
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
38,585
shares
|
$3.12 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
35,126
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
34,741
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
34,612
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
32,258
shares
|
$2.61 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
27,200
shares
|
$2.2 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
24,152
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
21,901
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.62%
|