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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
700
shares
|
$56,671
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
570
shares
|
$46,147
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
395
shares
|
$31,979
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
347
shares
|
$28,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
346
shares
|
$28,012
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
320
shares
|
$25,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
306
shares
|
$24,773
0.0% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
295
shares
|
$23,883
0.0% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
236
shares
|
$19,106
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
192
shares
|
$15,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
105
shares
|
$8,500
0.0% of portfolio
|
Q1 2025
Reduced 41.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
83
shares
|
$6,719
0.0% of portfolio
|
Q4 2021
Added 315.0%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
75
shares
|
$6,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
43
shares
|
$3,481
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5
shares
|
$404
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|