Who Owns ClearBridge Large Cap Growth Select ETF (LRGE)?Hedge Fund & Institutional Holders

$76.78-0.73 (-0.95%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.964400029e+289T

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$62.75$68.77$74.79$80.81$86.83Jul 24May 25Mar 26

LRGE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Opal Wealth Advisors, LLCNew Position+603K+$49.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+84K+$6.0B
Gladstone Institutional Advisory LLCNew Position+39K+$3.0B
Fortitude Family Office, LLCNew Position+27K+$2.2B
PFG Investments, LLCNew Position+9K+$709.0M
Golden State Wealth Management, LLCNew Position+8K+$668.0M
UBS Group AGIncreased+10K+$648.9M
STEPHENS INC /AR/New Position+8K+$635.0M
Corundum Group, Inc.New Position+6K+$523.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+15K+$434.7M
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVNew Position+3K+$272.0M
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+3K+$267.0M
Intrua Financial, LLCNew Position+3K+$232.0M
CENTRAL TRUST CoNew Position+2K+$182.0M
Missouri Trust & Investment CoNew Position+1K+$120.0M

LRGE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
M&T BANK CORPDecreased-83K-$7.7B
OLD MISSION CAPITAL LLCClosed Position-34K-$2.8B
ROYAL BANK OF CANADADecreased-9K-$2.0B
RAYMOND JAMES FINANCIAL INCDecreased-7K-$1.8B
AA Financial Advisors, LLCDecreased-20K-$1.8B
CITADEL ADVISORS LLCClosed Position-13K-$1.1B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-4K-$1.0B
OSAIC HOLDINGS, INC.Decreased-922-$833.3M
Prospera Financial Services IncDecreased-405-$699.1M
Steward Partners Investment Advisory, LLCDecreased-67-$685.5M
RFG Advisory, LLCDecreased-1K-$635.6M
MML INVESTORS SERVICES, LLCDecreased-701-$553.9M
Creative PlanningDecreased-189-$353.6M
NewEdge Advisors, LLCDecreased-52-$257.9M
JPMORGAN CHASE & CODecreased-18-$116.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Opal Wealth Advisors, LLC602,940$49.6B12.94%Share
2ROYAL BANK OF CANADA356,813$29.0B0.00%Share
3STIFEL FINANCIAL CORP212,388$17.0B0.02%Share
4UBS Group AG146,132$12.0B0.00%Share
5AA Financial Advisors, LLC101,517$8.4B1.54%Share
6COMMONWEALTH EQUITY SERVICES, LLC84,070$6.0B0.01%Share
7RAYMOND JAMES FINANCIAL INC75,830$6.0B0.00%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP45,435$3.0B0.00%Share
9Gladstone Institutional Advisory LLC39,091$3.0B0.11%Share
10BARNES PETTEY FINANCIAL ADVISORS, LLC30,165$2.5B1.23%Share
11Fortitude Family Office, LLC27,200$2.2B0.52%Share
12RAYMOND JAMES FINANCIAL INC28,125$2.0B0.00%Share
13PFG Advisors23,085$1.9B0.09%Share
14Cascades Capital Asset Management, LLC14,387$1.2B0.50%Share
15ROYAL BANK OF CANADA17,165$1.0B0.00%Share
16PNC FINANCIAL SERVICES GROUP, INC.19,972$1.0B0.00%Share
17Private Advisor Group, LLC13,321$1.0B0.00%Share
18IHT Wealth Management, LLC12,227$1.0B0.02%Share
19PFG Investments, LLC8,621$709.0M0.03%Share
20Golden State Wealth Management, LLC8,123$668.0M0.07%Share
21STEPHENS INC /AR/7,723$635.0M0.01%Share
22Corundum Group, Inc.6,363$523.0M0.18%Share
23Milestone Investment Advisors LLC5,907$486.0M0.12%Share
24M&T BANK CORP9,974$372.0M0.00%Share
25M&T BANK CORP7,405$367.0M0.00%Share
26Rossby Financial, LCC3,918$322.0M0.10%Share
27TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,310$272.0M0.10%Share
28AMERICAN FINANCIAL & TAX STRATEGIES INC3,245$267.0M0.13%Share
29Intrua Financial, LLC2,823$232.0M0.02%Share
30CENTRAL TRUST Co2,211$182.0M0.00%Share
31Missouri Trust & Investment Co1,464$120.0M0.04%Share
32AdvisorNet Financial, Inc1,019$83.0M0.00%Share
33Addison Advisors LLC764$62.0M0.01%Share
34UBS Group AG464$38.0M0.00%Share
35M&T BANK CORP750$37.0M0.00%Share
36ASSETMARK, INC395$32.0M0.00%Share
37FLAGSHIP HARBOR ADVISORS, LLC394$32.0M0.00%Share
38LPL Financial LLC390,328$32.0M0.01%Share
39MORGAN STANLEY356,620$29.0M0.00%Share
40Sunbelt Securities, Inc.346$28.0M0.00%Share
41ST GERMAIN D J CO INC320$26.0M0.00%Share
42Farther Finance Advisors, LLC320$26.0M0.00%Share
43Cetera Investment Advisers280,330$23.0M0.03%Share
44NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO196,023$18.4M0.01%Share
45US BANCORP \DE\193$15.0M0.00%Share
46Financial Perspectives, Inc171$14.0M0.00%Share
47ENVESTNET ASSET MANAGEMENT INC88,196$7.0M0.00%Share
48Janney Montgomery Scott LLC52,229$4.0M0.01%Share
49TRUIST FINANCIAL CORP39,777$3.3M0.00%Share
50HighTower Advisors, LLC39,169$3.0M0.00%Share

LRGE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202582$153.5B+23
Q3 202559$173.2B-19
Q2 202578$232.8B-5
Q1 202583$237.7B+7
Q4 202476$2.2T+15
Q3 202461$33.3T+3
Q2 202458$8.6T+21
Q1 202437$5.0T—

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As of Q4 2025, 50 institutional investors hold LRGE (ClearBridge Large Cap Growth Select ETF). The largest holder is Opal Wealth Advisors, LLC with $49.6B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own LRGE?

As of Q4 2025, 50 institutional investors report holding LRGE (ClearBridge Large Cap Growth Select ETF) in their 13F filings.

Who is the largest institutional holder of LRGE?

The largest institutional holder of LRGE is Opal Wealth Advisors, LLC with $49.6B in shares.

Is institutional ownership of LRGE increasing or decreasing?

This quarter, 13 institutions opened new positions in LRGE and 2 closed their positions.