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 |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
5,384
shares
|
$435,888
0.22% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,911
shares
|
$397,594
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,897
shares
|
$396,461
0.0% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
4,311
shares
|
$349,018
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
4,285
shares
|
$346,913
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,242
shares
|
$343,432
0.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,240
shares
|
$343,270
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,882
shares
|
$314,286
0.06% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,410
shares
|
$276,073
0.1% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
3,386
shares
|
$274,130
0.04% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,370
shares
|
$272,835
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,239
shares
|
$262,229
0.09% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,197
shares
|
$258,829
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,106
shares
|
$251,461
0.01% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,924
shares
|
$236,727
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,920
shares
|
$236,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,355
shares
|
$190,660
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,860
shares
|
$150,585
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,464
shares
|
$118,525
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,300
shares
|
$105,247
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,200
shares
|
$97,151
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,030
shares
|
$83,388
0.02% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
797
shares
|
$64,525
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
771
shares
|
$62,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
764
shares
|
$61,853
0.02% of portfolio
|
Q1 2024
Reduced 35.74%
|