LRGE · ClearBridge Large Cap Growth Select ETF · Holdings ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2026Quarterly Activity
Top New Positions
vs Jun 30, 2026Top Sold-Out Positions
vs Jun 30, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Opal Wealth Advisors, LLC | 681,595 | $58,385,427 | |
| Mega UBS Group AG | 446,279 | $38,228,258 | |
| Mega LPL Financial LLC | 391,188 | $33,509,164 | |
| Mega MORGAN STANLEY | 334,673 | $28,668,088 | |
| Mega Cetera Investment Advisers | 283,104 | $24,250,688 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Small Noble Wealth Management PBC | $63,386 | 100.00% | 700 | — |
0
0.0%
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Shares | 2026-10-01 | ||||||||||||||||||||||||||
| Small Opal Wealth Advisors, LLC | $58,385,427 | 92110.92% | 681,595 | — | Sold Out | Shares | 2026-07-20 | ||||||||||||||||||||||||||
| Mega UBS Group AG | $38,228,258 | 60310.25% | 446,279 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC | $33,509,164 | 52865.24% | 391,188 | — | Sold Out | Shares | 2026-08-07 | ||||||||||||||||||||||||||
| Mega MORGAN STANLEY | $28,668,088 | 45227.79% | 334,673 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega Cetera Investment Advisers | $24,250,688 | 38258.74% | 283,104 | — | Sold Out | Shares | 2026-08-12 | ||||||||||||||||||||||||||
| Mega STIFEL FINANCIAL CORP | $17,310,601 | 27309.82% | 202,085 | — | Sold Out | Shares | 2026-08-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ROYAL BANK OF CANADA Bank | $11,384,812 | 17961.08% | 132,907 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega RAYMOND JAMES FINANCIAL INC | $8,332,917 | 13146.31% | 97,279 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ENVESTNET ASSET MANAGEMENT INC | $8,143,096 | 12846.84% | 95,063 | — | Sold Out | Shares | 2026-09-23 | ||||||||||||||||||||||||||
| Large M&T Bank Corp Bank | $7,416,437 | 11700.43% | 86,580 | — | Sold Out | Shares | 2026-08-04 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Kestra Advisory Services, LLC | $5,158,445 | 8138.15% | 60,220 | — | Sold Out | Shares | 2026-07-28 | ||||||||||||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $4,682,175 | 7386.77% | 54,660 | — | Sold Out | Shares | 2026-07-29 | ||||||||||||||||||||||||||
| Small AA Financial Advisors, LLC | $4,510,427 | 7115.81% | 52,655 | — | Sold Out | Shares | 2026-07-20 | ||||||||||||||||||||||||||
| Large TRUIST FINANCIAL CORP | $4,074,417 | 6427.94% | 47,565 | — | Sold Out | Shares | 2026-07-28 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Janney Montgomery Scott LLC | $4,010,686 | 6327.40% | 46,821 | — | Sold Out | Shares | 2026-08-05 | ||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,893,247 | 6142.12% | 45,450 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega HighTower Advisors, LLC | $3,722,440 | 5872.65% | 43,456 | — | Sold Out | Shares | 2026-08-05 | ||||||||||||||||||||||||||
| Mid Gladstone Institutional Advisory LLC | $3,146,891 | 4964.65% | 36,737 | — | Sold Out | Shares | 2026-07-27 | ||||||||||||||||||||||||||
| Small BARNES PETTEY FINANCIAL ADVISORS, LLC | $2,386,573 | 3765.14% | 27,861 | — | Sold Out | Shares | 2026-07-28 | ||||||||||||||||||||||||||
| Mid PFG Advisors | $2,033,054 | 3207.42% | 23,734 | — | Sold Out | Shares | 2026-07-16 | ||||||||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. | $1,724,164 | 2720.10% | 20,128 | — | Sold Out | Shares | 2026-07-30 | ||||||||||||||||||||||||||
| Mega NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,675,937 | 2644.02% | 19,565 | — | Sold Out | Shares | 2026-08-12 | ||||||||||||||||||||||||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $1,631,737 | 2574.29% | 19,049 | — | Sold Out | Shares | 2026-08-07 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega GOLDMAN SACHS GROUP INC | $1,407,222 | 2220.08% | 16,428 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small NATURAL INVESTMENTS, LLC | $1,386,064 | 2186.70% | 16,181 | — | Sold Out | Shares | 2026-07-31 | ||||||||||||||||||||||||||
| Large Private Advisor Group, LLC | $1,271,108 | 2005.35% | 14,839 | — | Sold Out | Shares | 2026-07-27 | ||||||||||||||||||||||||||
| Small Cascades Capital Asset Management, LLC | $1,192,815 | 1881.83% | 13,925 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
| Small Fortitude Family Office, LLC Family Office | $1,164,976 | 1837.91% | 13,600 | — | Sold Out | Shares | 2026-07-20 | ||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. | $1,038,541 | 1638.44% | 12,124 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Gateway Wealth Partners, LLC | $1,010,274 | 1593.84% | 11,794 | — | Sold Out | Shares | 2026-08-04 | ||||||||||||||||||||||||||
| Small Family Manage LLC | $981,063 | 1547.76% | 11,453 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN | $970,784 | 1531.54% | 11,333 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid IHT Wealth Management, LLC | $874,759 | 1380.05% | 10,212 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
| Mid PFG Investments, LLC | $772,310 | 1218.42% | 9,016 | — | Sold Out | Shares | 2026-07-23 | ||||||||||||||||||||||||||
| Mid STEPHENS INC /AR/ | $672,944 | 1061.66% | 7,856 | — | Sold Out | Shares | 2026-07-29 | ||||||||||||||||||||||||||
| Large Rockefeller Capital Management L.P. | $621,119 | 979.90% | 7,251 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large HRT FINANCIAL LP | $618,893 | 976.39% | 7,225 | — | Sold Out | Shares | 2026-08-14 | ||||||||||||||||||||||||||
| Mid Prospera Financial Services Inc | $603,474 | 952.06% | 7,045 | — | Sold Out | Shares | 2026-07-15 | ||||||||||||||||||||||||||
| Mid Golden State Wealth Management, LLC | $600,305 | 947.06% | 7,008 | — | Sold Out | Shares | 2026-07-22 | ||||||||||||||||||||||||||
| Small Corundum Group, Inc. | $547,281 | 863.41% | 6,389 | — | Sold Out | Shares | 2026-08-07 | ||||||||||||||||||||||||||
| Mega Nuveen, LLC | $493,144 | 778.00% | 5,757 | — | Sold Out | Shares | 2026-08-11 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CAPTRUST FINANCIAL ADVISORS | $480,124 | 757.46% | 5,605 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
| Small May Hill Capital, LLC | $468,046 | 738.41% | 5,464 | — | Sold Out | Shares | 2026-08-07 | ||||||||||||||||||||||||||
| Mid AdvisorNet Financial, Inc | $454,426 | 716.92% | 5,305 | — | Sold Out | Shares | 2026-07-23 | ||||||||||||||||||||||||||
| Mid MGO ONE SEVEN LLC | $388,553 | 612.99% | 4,536 | — | Sold Out | Shares | 2026-07-31 | ||||||||||||||||||||||||||
| Mid RFG Advisory, LLC | $382,386 | 603.27% | 4,464 | — | Sold Out | Shares | 2026-07-15 | ||||||||||||||||||||||||||
| Mega Creative Planning | $347,179 | 547.72% | 4,053 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
| Small Rossby Financial, LCC | $339,213 | 535.15% | 3,960 | — | Sold Out | Shares | 2026-08-04 | ||||||||||||||||||||||||||
| Mid Kestra Investment Management, LLC | $336,815 | 531.37% | 3,932 | — | Sold Out | Shares | 2026-08-05 | ||||||||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC | $335,273 | 528.94% | 3,914 | — | Sold Out | Shares | 2026-08-07 | ||||||||||||||||||||||||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $331,675 | 523.26% | 3,872 | — | Sold Out | Shares | 2026-07-15 | ||||||||||||||||||||||||||
| Small AMERICAN FINANCIAL & TAX STRATEGIES INC | $277,966 | 438.53% | 3,245 | — | Sold Out | Shares | 2026-08-07 | ||||||||||||||||||||||||||
| Mid Avantax Planning Partners, Inc. | $273,855 | 432.04% | 3,197 | — | Sold Out | Shares | 2026-07-28 | ||||||||||||||||||||||||||
| Small TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $264,089 | 416.64% | 3,083 | — | Sold Out | Shares | 2026-07-24 | ||||||||||||||||||||||||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $246,272 | 388.53% | 2,875 | — | Sold Out | Shares | 2026-07-28 | ||||||||||||||||||||||||||
| Mid Intrua Financial, LLC | $213,978 | 337.58% | 2,498 | — | Sold Out | Shares | 2026-07-24 | ||||||||||||||||||||||||||
| Mega Russell Investments Group, Ltd. | $200,615 | 316.50% | 2,342 | — | Sold Out | Shares | 2026-08-06 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC | $200,444 | 316.23% | 2,340 | — | Sold Out | Shares | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid CENTRAL TRUST Co Bank | $183,912 | 290.15% | 2,147 | — | Sold Out | Shares | 2026-07-31 | ||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO | $180,656 | 285.01% | 2,109 | — | Sold Out | Shares | 2026-08-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large NewEdge Advisors, LLC | $162,839 | 256.90% | 1,901 | — | Sold Out | Shares | 2026-08-12 | ||||||||||||||||||||||||||
| Large Arax Advisory Partners | $111,358 | 175.68% | 1,300 | — | Sold Out | Shares | 2026-08-10 | ||||||||||||||||||||||||||
| Large Farther Finance Advisors, LLC | $90,371 | 142.57% | 1,055 | — | Sold Out | Shares | 2026-07-17 | ||||||||||||||||||||||||||
| Small Investors Research Corp | $73,667 | 116.22% | 860 | — | Sold Out | Shares | 2026-07-10 | ||||||||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. | $68,271 | 107.71% | 797 | — | Sold Out | Shares | 2026-08-12 | ||||||||||||||||||||||||||
| Small Addison Advisors LLC | $65,444 | 103.25% | 764 | — | Sold Out | Shares | 2026-08-10 | ||||||||||||||||||||||||||
| Large First Command Advisory Services, Inc. | $57,991 | 91.49% | 677 | — | Sold Out | Shares | 2026-08-10 | ||||||||||||||||||||||||||
| Mid SHP Wealth Management | $51,053 | 80.54% | 596 | — | Sold Out | Shares | 2026-08-11 | ||||||||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC | $44,200 | 69.73% | 516 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
| Mid NBC SECURITIES, INC. Broker-Dealer | $35,291 | 55.68% | 412 | — | Sold Out | Shares | 2026-07-21 | ||||||||||||||||||||||||||
| Large ASSETMARK, INC | $33,835 | 53.38% | 395 | — | Sold Out | Shares | 2026-07-30 | ||||||||||||||||||||||||||
| Mid ST GERMAIN D J CO INC | $27,411 | 43.24% | 320 | — | Sold Out | Shares | 2026-07-21 | ||||||||||||||||||||||||||
| Small Financial Perspectives, Inc | $14,647 | 23.11% | 171 | — | Sold Out | Shares | 2026-07-24 | ||||||||||||||||||||||||||
| Mid Cullen/Frost Bankers, Inc. Bank | $13,277 | 20.95% | 155 | — | Sold Out | Shares | 2026-07-27 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid EverSource Wealth Advisors, LLC | $8,994 | 14.19% | 105 | — | Sold Out | Shares | 2026-07-24 | ||||||||||||||||||||||||||
| Large VANGUARD ADVISERS INC | $5,053 | 7.97% | 59 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
| Mega FMR LLC | $3,769 | 5.95% | 44 | — | Sold Out | Shares | 2026-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| No holders match your search. | |||||||||||||||||||||||||||||||||